Nonprofit · EIN 61-6040712
THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED
Tax-exempt · CADIZ, KY 42211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $408,770 | $396,163 | $12,607 | $714,270 | $0 | $714,270 |
| June 30, 2024 | 990 | $330,428 | $283,952 | $46,476 | $701,663 | $0 | $701,663 |
| June 30, 2023 | 990 | $340,052 | $322,415 | $17,637 | $655,187 | $0 | $655,187 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $295,600
- Membership dues
- $26,125
- Program service revenue
- $0
- Investment income
- $17,793
- Net income from fundraising events
- $95,377
- Other revenue
- $95,377
Expenses
- Grants and similar amounts paid
- $363,949
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $365,896
- Management and general (functional)
- $30,267
Balance sheet and other
- Total assets, start of year
- $701,663
- Total assets, end of year
- $714,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $714,270
- Net assets without donor restrictions
- $714,270
- Gross receipts
- $490,205
- Employees
- 0
- State of legal domicile
- KY
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 |
|---|---|---|---|
| SHARON BUTTS | SECRETARY Officer | – | $0 |
| ALANA BAKER DUNN | PRESIDENT Officer | – | $0 |
| ASHLEY JOINER | PRESIDENT-EL Officer | – | $0 |
| PENNY JONES | TREASURER Officer | – | $0 |
| KEITH WASHER | YOUTH & SENI Officer | – | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON BUTTS | SECRETARY Officer | – | $0 |
| ALANA BAKER DUNN | PRESIDENT Officer | – | $0 |
| ASHLEY JOINER | PRESIDENT-EL Officer | – | $0 |
| PENNY JONES | TREASURER Officer | – | $0 |
| KEITH WASHER | YOUTH & SENI Officer | – | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON BUTTS | SECRETARY Officer | – | $0 |
| ALANA BAKER DUNN | PRESIDENT Officer | – | $0 |
| ASHLEY JOINER | PRESIDENT-EL Officer | – | $0 |
| PENNY JONES | TREASURER Officer | – | $0 |
| KEITH WASHER | YOUTH & SENI Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 472, CADIZ, KY 42211-0472
- In care of
- % PENNY JONES
- Principal officer (990 for 2024)
- PENNY JONES, P O BOX 472, CADIZ, KY 42211
- Signed the 990
- PENNY JONES, TREASURER
- Return prepared by
- WILLIAMS FAUGHN & ASSOCIATES PLLC
Mission
THE PRIMARY PURPOSE IS TO PROVIED EXPANDED OPPORTUNTIES TO THE YOUTH AND SENIORS IN TRIGG COUNTY KY. WE HOST AN ANNUAL COMMUNITY AUCTION AT WHICH WE RAISE FUNDS TO ACCOMPLISH THIS GOAL. THE FUNDS ARE DISTIBUTED BETWEEN A SCHOLARSHIPS/GRANTS FUND AND YOUTH AND SENIORS
Program accomplishments
- THE YOUTH AND SENIOR SERVICES FUND SERVES AS A DISCRETIONARY FUND WHICH ATTEMPTS TO PROVIDE AND SUPPORT OPPORTUNTIES FOR THE YOUTH WITHIN OUR COUNTY. A COMMITTEE WITHIN THE CLUB OVERSEES THE REQUEST FOR SUPPORT.SOME RECIPENT EXAMPLES OF SUPORT ARE VARIOUS SCHOOL ATHLETIC AND EDUCATINAL ACRIVITIES, THE TRIGG COUNTY RECREATIONAL COMPLEX, BOY AND GIRL SCOUT TROOPS, HALLOWEEN SAFE NIGHT, PROJECT GRADUSTION, HELPING HANDS SCHOOL CLOTHING PROGRAM, ELEMENTARY SCHOOL AWARDS PROGRAM WHICH ACKNOWLEDGES THE SUCCESS OF NEARLY 900 CHILDRENExpenses $154,829 · grants $152,882
- THE YOUTH AND SENIOR SERVICE FUND SERVES AS A DISCRETIONARY FUND WHICH ATTEMPTS TO PROVIDE AND SUPPORT OPPORTUNITIES FOR THE SENIORS WITHIN OUR COUNTY. A COMMITTEE WITHIN THE CLUB OVERSEES THE REQUESTS FOR SUPPORT. SOME RECIPIENT EXAMPLES OF SUPPORT ARE SENIOR CITIZEN NUTRITION ASSISTANCE, SENIOR FIELD TRIPS, SENIOR CITIZENS CENTER, HELPING HANDS FOOD BANK, THE FARMER'S MARKET-BUCKS FOR SENIORS PROGRAM.Expenses $105,917 · grants $105,917
- THE SCHOLARSHIPS/GRANTS FUND WILL TYPICALLY ASSIST CLOSE TO 80 STUDENTS PER YEAR. WE OFFER SUPPORT TO TRADITIONAL AND NON-TRADITIONAL STUDENTS IN BOTH THE COLLEGE AND VOCATIONAL SETTING.Expenses $105,150 · grants $105,150
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
- 61-6040712
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $714,270
- Income (IRS master file)
- $490,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $408,770 | $396,163 | $714,270 | IRS |
| 990 | June 2024 | $330,428 | $283,952 | $701,663 | IRS |
| 990 | June 2023 | $340,052 | $322,415 | $655,187 | XML |
| 990 | June 2022 | $421,429 | $266,544 | $637,550 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 61-6040712).
Questions about THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED
- What is the EIN of THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED?
- The employer identification number (EIN) of THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED is 61-6040712.
- Is THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED 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 THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED 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 THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED 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 THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED?
- The 990 for the year ended June 30, 2025 names PENNY JONES.
- Who are the officers and directors of THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE ROTARY CLUB OF CADIZ KENTUCKY INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $408,770, expenses of $396,163 and total assets of $714,270 at year end.
Other nonprofits in CADIZ
- CADIZ-TRIGG COUNTY FRIENDS OF TOURISM EIN 84-3817522 · last filed 990-N for 2025
- TRIGG COUNTY CHAMBER OF COMMERCE EIN 46-1290460 · last filed 990-N for 2024
- TRIGG COUNTY HOSPITAL INC EIN 61-0471581 · last filed 990 for 2025
- CADIZ COMMUNITY ARTS CENTER INC EIN 61-1326517 · last filed 990 for 2024
- HELPING HANDS OF TRIGG COUNTY INC EIN 31-1600950 · last filed 990 for 2025
- THE@WAY CHRISTIAN YOUTH MINISTRIES OF TRIGG COUNTY KY INC EIN 46-2112672 · last filed 990 for 2025
- KENTUCKY FARM BUREAU FEDERATION EIN 61-6036094 · last filed 990 for 2025
- EAST GOLDEN POND VOLUNTEER FIRE DEPARTMENT INC EIN 61-1026354 · last filed 990 for 2025
All nonprofits in CADIZ · Kentucky · Community improvement and capacity building