Nonprofit · EIN 38-2839729
ROTARY INTERNATIONAL
Also known as CHARLEVOIX ROTARY CLUB
Tax-exempt · CHARLEVOIX, MI 49720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $58,886 | $72,768 | -$13,882 | $121,463 | $435 | $121,028 |
| June 30, 2024 | 990-EZ | $59,498 | $52,093 | $7,405 | $134,916 | $6 | $134,910 |
| June 30, 2023 | 990-EZ | $63,668 | $35,873 | $27,795 | $127,913 | $408 | $127,505 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $512
- Membership dues
- $18,672
- Investment income
- $1,591
- Net income from fundraising events
- $38,111
Expenses
- Grants and similar amounts paid
- $47,927
- Benefits paid to members
- $7,162
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $84
- Other expenses
- $17,595
- Program services (functional)
- $47,927
Balance sheet and other
- Total assets, start of year
- $134,916
- Total assets, end of year
- $121,463
- Total liabilities, end of year
- $435
- Net assets, end of year
- $121,028
- Cash, savings and investments
- $121,463
- Gross receipts
- $79,766
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 |
|---|---|---|---|
| Abbie Hart | President | 3 | $0 |
| Carrie Titus | Vice President | 1 | $0 |
| Corey Bascom | Treasurer | 3 | $0 |
| Margaret Potter | Secretary | 1 | $0 |
| Caitlin Cole | Director | 1 | $0 |
| Kirby Dipert | Director | 1 | $0 |
| Mark Andresky | Director | 1 | $0 |
| Bryan Lindfors | Director | 1 | $0 |
| Charles Center | Director | 1 | $0 |
| Rachel Sytsma-Reed | Director | 1 | $0 |
| Steve Corporon | Director | 1 | $0 |
| Jody McLeod | Director | 1 | $0 |
| Jon VanWagnon | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jon VanWagnen | President | 3 | $0 |
| Abbie Hart | Vice President | 1 | $0 |
| Corey Bascom | Treasurer | 3 | $0 |
| Margaret Potter | Secretary | 1 | $0 |
| Aaron Wilkin | Director | 1 | $0 |
| Kirby Dipert | Director | 1 | $0 |
| Mark Andresky | Director | 1 | $0 |
| Bryan Lindfors | Director | 1 | $0 |
| Charles Center | Director | 1 | $0 |
| Kent Knorr | Director | 1 | $0 |
| Steve Corporon | Director | 1 | $0 |
| Jody McLeod | Director | 1 | $0 |
| Carrie Titus | Director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bryan Lindfors | President | 3 | $0 |
| Jon VanWagnen | Vice President | 1 | $0 |
| Corey Bascom | Treasurer | 3 | $0 |
| Margaret Potter | Secretary | 1 | $0 |
| Aaron Wilkin | Director | 1 | $0 |
| Kirby Dipert | Director | 1 | $0 |
| Mark Andresky | Director | 1 | $0 |
| Abbie Hart | Director | 1 | $0 |
| Charles Center | Director | 1 | $0 |
| Kent Knorr | Director | 1 | $0 |
| Steve Corporon | Director | 1 | $0 |
| Mary Kurtz | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 532, CHARLEVOIX, MI 49720-0532
- In care of
- % JOE L TROJANEK
- Mailing address (990-N for 2010)
- PO Box 532, Charlevoix MI 49720
- Principal officer (990-N for 2010)
- Larry Boog, PO Box 532, Charlevoix MI 49720
- Signed the 990-EZ
- Corey Bascom, Treasurer
- Return prepared by
- KAMMERMANN & BASCOM PC
Mission
To support community activities.
Program accomplishments
- Support of Rotary FoundationExpenses $2,000 · grants $2,000
- We provided grants to the community for public school activities, leadership projects, local community enrichment projects, and little league. We provided international grants for disaster relief and polio eradication. We also provided scholarships and mentoring to students of Charlevoix Public Schools. We also covered the expenses for the Rotary Youth Exchange program.Expenses $20,927 · grants $20,927
- We supported the Rotary Club of Charlevoix Charities, Inc to provide funds to build a playground.Expenses $25,000 · grants $25,000
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
- 38-2839729
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $121,463
- Income (IRS master file)
- $79,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $58,886 | $72,768 | $121,463 | IRS |
| 990-EZ | June 2024 | $59,498 | $52,093 | $134,916 | IRS |
| 990-EZ | June 2023 | $63,668 | $35,873 | $127,913 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2010 Officer: Larry Boog | June 30, 2011 | ≤ $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 38-2839729).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 38-2839729.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990-N for 2010 names Larry Boog.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $58,886, expenses of $72,768 and total assets of $121,463 at year end.
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- NORTHERN MICHIGAN HEALTH CONSORTIUM EIN 82-4279556 · last filed 990 for 2025
- CHARLEVOIX CIRCLE OF ARTS EIN 26-2637019 · last filed 990 for 2024
- CHICAGO SUMMER RESORT COMPANY EIN 38-2985492 · last filed 990 for 2024
- BERGMANN CENTER INCORPORATED EIN 38-1705860 · last filed 990 for 2025
- BAY AREA SUBSTANCE EDUCATION SERVICES EIN 38-3159363 · last filed 990 for 2024
- CHARLEVOIX AREA CONVENTION AND VISITORS BUREAU INC EIN 20-1671084 · last filed 990 for 2024
- CHARLEVOIX AREA COMMUNITY POOL EIN 38-3219489 · last filed 990 for 2025