Nonprofit · EIN 52-1982725
ST MICHAELS ROTARY CLUB FOUNDATION INC
Tax-exempt · ST MICHAELS, MD 21663
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $37,882 | $26,187 | $11,695 | $107,955 | $0 | $107,955 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,546
- Net income from fundraising events
- $34,329
- Other revenue
- $7
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,650
- Other expenses
- $22,537
Balance sheet and other
- Total assets, start of year
- $129,135
- Total assets, end of year
- $107,955
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,955
- Cash, savings and investments
- $48,955
- Gross receipts
- $145,935
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 |
|---|---|---|---|
| BONNIE MORRIS | PRESIDENT | 2 | $0 |
| DENNIS FORNEY | VICE PRESIDENT | 2 | $0 |
| STEVE FRIEDBERG | TREASURER | 2 | $0 |
| JEFF JOSEPH | PRESIDENT ELECT | 2 | $0 |
| DEBBIE COLLISON | SECRETARY | 2 | $0 |
| SAL SIMONCINI | SERGEANT-AT-ARMS | 2 | $0 |
| CAROL ARMSTRONG | DIRECTOR | 1 | $0 |
| JACK SHANNAHAN | DIRECTOR | 1 | $0 |
| BILL SHRIEVES | DIRECTOR | 1 | $0 |
| MICHAEL FRIEDBERG | FOUNDATION CHAIRMAN | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 394, ST MICHAELS, MD 21663-0394
- In care of
- % JOSEPH KAZ
- Mailing address (990-N for 2023)
- PO Box 394, St Michaels MD 21663
- Principal officer (990-N for 2023)
- Steve Friedberg, PO Box 394, St Michaels MD 21663
- Signed the 990-EZ
- STEVE FRIEDBERG, TREASURER
- Phone
- (410) 745-0138
- Website
- WWW.ROTARYSTM.ORG/
- Return prepared by
- BSC GROUP LLC
Mission
TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
Program accomplishments
- TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
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-N on file |
IRS record
- EIN
- 52-1982725
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $107,955
- Income (IRS master file)
- $145,935
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $37,882 | $26,187 | $107,955 | XML |
| 990-N for 2023 Officer: Steve Friedberg | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Steve Friedberg | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Steve Friedberg | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Larry Conforti | June 30, 2019 | ≤ $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 52-1982725).
Questions about ST MICHAELS ROTARY CLUB FOUNDATION INC
- What is the EIN of ST MICHAELS ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of ST MICHAELS ROTARY CLUB FOUNDATION INC is 52-1982725.
- Is ST MICHAELS ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ST MICHAELS ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MICHAELS ROTARY 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 ST MICHAELS ROTARY 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 ST MICHAELS ROTARY CLUB FOUNDATION INC 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 ST MICHAELS ROTARY CLUB FOUNDATION INC?
- The 990-N for 2023 names Steve Friedberg.
- Who are the officers and directors of ST MICHAELS ROTARY CLUB FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ST MICHAELS ROTARY CLUB FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $37,882, expenses of $26,187 and total assets of $107,955 at year end.
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