Nonprofit · EIN 31-6657364
JOLIET ROTARY CLUB 78 CHARITABLE TR
Tax-exempt · JOLIET, IL 60434
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $65,758 | $93,489 | -$27,731 | $248,228 | $0 | $248,228 |
| June 30, 2024 | 990-EZ | $57,549 | $11,532 | $46,017 | $258,928 | $0 | $258,928 |
| June 30, 2023 | 990 | $194,463 | $179,229 | $15,234 | $191,077 | $0 | $191,077 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $270
- Investment income
- $8,710
- Net income from fundraising events
- $56,778
Expenses
- Grants and similar amounts paid
- $91,069
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,075
- Other expenses
- $345
- Program services (functional)
- $91,069
Balance sheet and other
- Total assets, start of year
- $258,928
- Total assets, end of year
- $248,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $248,228
- Cash, savings and investments
- $247,008
- Gross receipts
- $89,891
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN MILLEN | PRESIDENT | 2 | $0 |
| BRADLEY MCCANN | TREASURER | 1 | $0 |
| TRACY SIMONS | PRESIDENT NOMINEE | 1 | $0 |
| JANE CONDON | COMMUNITY SERVICES | 1 | $0 |
| JENNIFER LYNCH | SECRETARY | 1 | $0 |
| JOHN SPESIA | PRESIDENT ELECT | 1 | $0 |
| MARK INSERRA | INTERNATIONAL PROJECTS | 1 | $0 |
| PAUL HOPKINS | VOCATIONAL SERVICES | 1 | $0 |
| KAYLI RIZZO | CLUB SERVICES | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE CEPELA | PRESIDENT | 2 | $0 |
| BRADLEY MCCANN | TREASURER | 1 | $0 |
| TRACY SIMONS | TRUSTEE | 1 | $0 |
| JANE CONDON | TRUSTEE | 1 | $0 |
| JENNIFER LYNCH | SECRETARY | 1 | $0 |
| GLORIA DOLLINGER | TRUSTEE | 1 | $0 |
| MARK INSERRA | TRUSTEE | 1 | $0 |
| JOHN SPESIA | TRUSTEE | 1 | $0 |
| MEGAN MILLEN | TRUSTEE | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SHEEHAN | PRESIDENT Trustee or director, Officer | 0 | $0 |
| LAUREN LAS | SECRETARY Trustee or director, Officer | 0 | $0 |
| MARC GORSCH | TREASURER Trustee or director, Officer | 0 | $0 |
| DIANE CEPELA | TRUSTEE Trustee or director, Officer | 0 | $0 |
| PETE COLARELLI | TRUSTEE Trustee or director | 0 | $0 |
| MEGAN MILLEN | TRUSTEE Trustee or director | 0 | $0 |
| TRACY SIMONS | TRUSTEE Trustee or director | 0 | $0 |
| BRADLEY MCCANN | TRUSTEE Trustee or director | 0 | $0 |
| AMANDA QUINN | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 225, JOLIET, IL 60434-0225
- Signed the 990-EZ
- MEGAN MILLEN, PRESIDENT
- Phone
- (815) 846-2420
- Return prepared by
- WERMER ROGERS DORAN & RUZON LLC
Mission
TO RAISE MONEY AND DISTRIBUTE THE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS.
Program accomplishments
- ASSISTED OTHER NON-PROFIT ORGANIZATIONS, MUSEUM DONATIONS, AND SCHOLARSHIPSExpenses $91,069
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 31-6657364
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $248,228
- Income (IRS master file)
- $89,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $65,758 | $93,489 | $248,228 | XML |
| 990-EZ | June 2024 | $57,549 | $11,532 | $258,928 | XML |
| 990 | June 2023 | $194,463 | $179,229 | $191,077 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6657364).
Questions about JOLIET ROTARY CLUB 78 CHARITABLE TR
- What is the EIN of JOLIET ROTARY CLUB 78 CHARITABLE TR?
- The employer identification number (EIN) of JOLIET ROTARY CLUB 78 CHARITABLE TR is 31-6657364.
- Is JOLIET ROTARY CLUB 78 CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOLIET ROTARY CLUB 78 CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOLIET ROTARY CLUB 78 CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOLIET ROTARY CLUB 78 CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOLIET ROTARY CLUB 78 CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of JOLIET ROTARY CLUB 78 CHARITABLE TR?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JOLIET ROTARY CLUB 78 CHARITABLE TR have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $65,758, expenses of $93,489 and total assets of $248,228 at year end.
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