Nonprofit · EIN 59-2707408
ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $302,303 | $142,746 | $159,557 | $991,176 | $8,504 | $982,672 |
| June 30, 2024 | 990 | $61,585 | $110,833 | -$49,248 | $882,746 | $11,999 | $870,747 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $46,931
- Program service revenue
- $0
- Investment income
- $114,693
- Net income from fundraising events
- $140,679
- Other revenue
- $140,679
Expenses
- Grants and similar amounts paid
- $135,839
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $141,746
- Management and general (functional)
- $1,000
Balance sheet and other
- Total assets, start of year
- $882,746
- Total assets, end of year
- $991,176
- Total liabilities, end of year
- $8,504
- Net assets, end of year
- $982,672
- Publicly traded securities
- $811,166
- Net assets without donor restrictions
- $851,610
- Net assets with donor restrictions
- $131,062
- Gross receipts
- $430,569
- Employees
- 0
- Year formed
- 1987
- State of legal domicile
- FL
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 |
|---|---|---|---|
| JACK CHANCELLOR | SECRETARY Officer | – | $0 |
| JACK POHLMAN | DIRECTOR Officer | – | $0 |
| GERALD POPPE | TREASURER Officer | – | $0 |
| GEOFF ROEPSTORFF | PRESIDENT Officer | – | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW MULLER CPA | TREASURER Officer | – | $0 |
| JACK CHANCELLOR | SECRETARY Officer | – | $0 |
| WILLIAM MALLETT | CLUB PRESIDE Officer | – | $0 |
| GERALD W POPPE | TRUSTEE Officer | – | $0 |
| GEOFF ROEPSTORFF | PRESIDENT Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 61986, FORT MYERS, FL 33906-1986
- Principal officer (990 for 2024)
- GERALD POPPE, PO BOX 61986, FORT MYERS, FL 33906
- Signed the 990
- GERALD POPPE, TREASURER
- Phone
- (239) 841-1702
- Website
- WWW.ROTARYFMSOUTH.ORG
- Return prepared by
- MAR CPA LLC
Mission
CONTRIBUTIONS TO LOCAL 501(C)(3) ORGANIZATIONS AND TO VARIOUS ROTARY PROJECTS.
Program accomplishments
- FUNDS RAISED THROUGH SPONSORSHIPS FOR LOCAL 501(C)(3) ORGANIZATIONS.Expenses $141,746 · grants $135,839
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2707408
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $991,176
- Income (IRS master file)
- $430,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $302,303 | $142,746 | $991,176 | IRS |
| 990 | June 2024 | $61,585 | $110,833 | $882,746 | XML |
| 990 | June 2023 | $170,953 | $89,425 | $831,094 | IRS |
| 990 | June 2022 | $107,330 | $87,659 | $734,326 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 59-2707408).
Questions about ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC
- What is the EIN of ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC is 59-2707408.
- Is ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF FORT MYERS SOUTH 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 ROTARY CLUB OF FORT MYERS SOUTH 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 ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names GERALD POPPE.
- Who are the officers and directors of ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF FORT MYERS SOUTH FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $302,303, expenses of $142,746 and total assets of $991,176 at year end.
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