Nonprofit · EIN 34-6571404
NATIONAL EXCHANGE CLUB FOUNDATION INC
Tax-exempt · TOLEDO, OH 43606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $774,368 | $850,452 | -$76,084 | $1,245,935 | $173,677 | $1,072,258 |
| June 30, 2024 | 990 | $840,728 | $932,630 | -$91,902 | $1,226,519 | $135,810 | $1,090,709 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $558,154
- Program service revenue
- $126,455
- Investment income
- $47,536
- Net gain from sales of assets
- $11,092
- Net income from fundraising events
- $34,569
- Net income from gaming
- $7,654
- Other revenue
- $42,223
Expenses
- Grants and similar amounts paid
- $464,501
- Other salaries and wages
- $38,546
- Salaries, compensation and benefits (total)
- $49,988
- Professional fundraising fees
- $0
- Accounting fees
- $19,950
- Travel
- $10,689
- Program services (functional)
- $549,777
- Management and general (functional)
- $208,283
- Fundraising (functional)
- $92,392
Balance sheet and other
- Total assets, start of year
- $1,226,519
- Total assets, end of year
- $1,245,935
- Total liabilities, end of year
- $173,677
- Net assets, end of year
- $1,072,258
- Publicly traded securities
- $573,262
- Net assets without donor restrictions
- $288,198
- Net assets with donor restrictions
- $784,060
- Gross receipts
- $880,381
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1966
- State of legal domicile
- OH
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACEY EDWARDS | SECRETARY Trustee or director, Officer | 10 | $0 | $120,753 | $6,583 |
| CARLOS PEREZ | IMMEDIATE PAST NATIONAL PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| RUSS FINNEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KATHY MIZE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEN SULLIVAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DOUG EARLE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENISE STRUB | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| VICKIE KETCHIE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACEY EDWARDS | SECRETARY Trustee or director, Officer | 10 | $0 | $120,774 | $7,409 |
| CARLOS PEREZ | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| RUSS FINNEY | IMMEDIATE PAST NATIONAL PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KATHY MIZE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEN SULLIVAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DOUG EARLE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DENISE STRUB | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3050 W CENTRAL AVE, TOLEDO, OH 43606-1757
- In care of
- % TRACEY EDWARDS
- Mailing address (990-N for 2024)
- 3581 Waterview Trail, Lincolnton NC 28092
- Principal officer (990 for 2024)
- KATHY MIZE, 3050 CENTRAL AVE, TOLEDO, OH 43606
- Principal officer (990-N for 2024)
- Suzanne Strength, 3581 Waterview Trail, Lincolnton NC 28092
- Signed the 990
- TRACEY EDWARDS, SECRETARY OF BOARD
- Phone
- (419) 535-3232
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO RAISE AND PROVIDE FINANCIAL RESOURCES FOR THE NATIONAL EXCHANGE CLUB AND ITS PROGRAMS OF SERVICE, INCLUDING OUR NATIONAL PROJECT, THE PREVENTION OF CHILD ABUSE.
Program accomplishments
- TO RAISE AND PROVIDE FINANCIAL RESOURCES FOR THE NATIONAL EXCHANGE CLUB AND ITS PROGRAMS OF SERVICE, INCLUDING OUR NATIONAL PROJECT, THE PREVENTION OF CHILD ABUSE.Expenses $549,777 · grants $464,501 · revenue $134,109
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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 34-6571404
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $1,245,935
- Income (IRS master file)
- $880,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: Suzanne Strength | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2025 | $774,368 | $850,452 | $1,245,935 | IRS |
| 990-N for 2023 | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2024 | $840,728 | $932,630 | $1,226,519 | XML |
| 990 | June 2023 | $724,006 | $769,897 | $1,213,094 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: SARAH HALL | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 34-6571404).
Questions about NATIONAL EXCHANGE CLUB FOUNDATION INC
- What is the EIN of NATIONAL EXCHANGE CLUB FOUNDATION INC?
- The employer identification number (EIN) of NATIONAL EXCHANGE CLUB FOUNDATION INC is 34-6571404.
- Is NATIONAL EXCHANGE CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to NATIONAL EXCHANGE CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL EXCHANGE CLUB FOUNDATION INC 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 NATIONAL EXCHANGE CLUB FOUNDATION INC 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 NATIONAL EXCHANGE CLUB FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of NATIONAL EXCHANGE CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names KATHY MIZE.
- Who are the officers and directors of NATIONAL EXCHANGE CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NATIONAL EXCHANGE CLUB FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $774,368, expenses of $850,452 and total assets of $1,245,935 at year end.
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