Nonprofit · EIN 63-6066308
ROTARY INTERNATIONAL
Also known as SHADES VALLEY
Tax-exempt · BIRMINGHAM, AL 35253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $115,636 | $122,865 | -$7,229 | $56,454 | $0 | $56,454 |
| June 30, 2024 | 990-EZ | $106,430 | $99,003 | $7,427 | $63,683 | $0 | $63,683 |
| June 30, 2023 | 990-EZ | $128,094 | $103,398 | $24,696 | $56,256 | $0 | $56,256 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,294
- Membership dues
- $107,562
- Program service revenue
- $2,780
Expenses
- Grants and similar amounts paid
- $16,639
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $2,160
- Printing, publications and postage
- $2,387
- Other expenses
- $101,679
- Program services (functional)
- $122,864
Balance sheet and other
- Total assets, start of year
- $63,683
- Total assets, end of year
- $56,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $56,454
- Cash, savings and investments
- $56,454
- Gross receipts
- $115,636
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 |
|---|---|---|---|
| ASHLEY L NEESE | DIRECTOR | 0.5 | $0 |
| DAVID W BELL | DIRECTOR | 0.5 | $0 |
| FRANK O'NEIL | DIRECTOR | 0.5 | $0 |
| JAMES T SOMERS JR | DIRECTOR | 0.5 | $0 |
| JOHN G BEARD | DIRECTOR | 0.5 | $0 |
| WILLIAM L LONGSHORE | DIRECTOR | 0.5 | $0 |
| WILLIAM H JOHNSTON | DIRECTOR | 0.5 | $0 |
| TOM KILLIAN | DIRECTOR | 0.5 | $0 |
| BRIDGET B SIKORA | DIRECTOR | 0.5 | $0 |
| CLAUDE H RHEA | DIRECTOR | 0.5 | $0 |
| RACHAEL P UPTON | DIRECTOR | 0.5 | $0 |
| DANIEL P PAHOS | DIRECTOR | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY L NEESE | DIRECTOR-ADMINISTRATION | 0.5 | $0 |
| WILLIAM H JOHNSTON | DIRECTOR-MEMBERSHIP | 0.5 | $0 |
| LAURA GILMOUR | DIRECTOR-PUBLIC IMAGE/RELATIONS | 0.5 | $0 |
| TOM KILLIAN | DIRECTOR-THE ROTARY FOUNDATION | 0.5 | $0 |
| DAVID W BELL | DIRECTOR-COMMUNITY SERVICE | 0.5 | $0 |
| RICHARD N SANDERS | DIRECTOR AT LARGE | 0.5 | $0 |
| LINDSY GARDNER | DIRECTOR AT LARGE | 0.5 | $0 |
| MARCUS CHATTERTON | IMMEDIATE PAST PRESIDENT | 0.5 | $0 |
| FRANK O'NEIL | DIRECTOR-INTL SERVICE | 0.5 | $0 |
| WILLARD L DEAN | SECRETARY/TREASURER | 1 | $0 |
| JAMES T SOMERS JR | DIRECTOR-VOCATIONAL SERVICE | 0.5 | $0 |
| WILLIAM L LONGSHORE | DIRECTOR-YOUTH SERVICE | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD N SANDERS | CLUB ADMINSTRATION DIRECTOR | 0.5 | $0 |
| WILLARD L DEAN | CLUB PUBLIC IMAGE DIRECTOR | 0.5 | $0 |
| KIM K KYALS | CLUB MEMBERSHIP DIRECTOR | 0.5 | $0 |
| CHARLES T BRASFIELD | CLUB ROTARY FOUNDATION DIRECTOR | 0.5 | $0 |
| JOHN PORTER | EXECUTIVE DIRECTOR | 20 | $0 |
| JOHN D GLEISSNER | SERGEANT AT ARMS | 0.5 | $0 |
| JAME T SOMERS JR | VOCATION SERVICE DIRECTOR | 0.5 | $0 |
| MARCUS CHATTERTON | PRESIDENT | 1 | $0 |
| LINDSY GARDNER | IMMEDIATE PAST PRESIDENT | 0.5 | $0 |
| AMANDA S RANEY | YOUTH SERVICES PROJECTS DIRECTOR | 0.5 | $0 |
| WILLIAM WENTOWSKI | DIRECTOR AT LARGE | 0.5 | $0 |
| MARY C ARGO | DIRECTOR AT LARGE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530342, BIRMINGHAM, AL 35253-0342
- In care of
- % PAUL ELLIOTT
- Signed the 990-EZ
- WILLIAM C WENTOWSKI, PRESIDENT
- Phone
- (205) 795-3000
- Website
- WWW.SHADESVALLEYROTARY.ORG
- Return prepared by
- KASSOUF & CO INC
Mission
THE ROTARY CLUB OF SHADES VALLEY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICE, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD.
Program accomplishments
- LOCAL AND NATIONAL SERVICE TO PROVIDE FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND SUPPORT OF VARIOUS GOVERNMENT PROJECTS AND CIVIL ACTIVITIES.Expenses $16,639
- DISTRICT AND INTERNATIONAL DUES TO ALLOW CLUBS TO POOL RESOURCES TO ACHIEVE GOALS FOR THE CLUBS PURPOSES.Expenses $11,294
- MEETING EXPENSES, INCLUDING MEALS, ETC. TO PROVIDE A MEDIUM TO PLAN, ORGANIZE, AND ADOPT PROGRAMS PROVIDED BY THE CLUB TO THE COMMUNITY.Expenses $94,931
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
- 63-6066308
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $56,454
- Income (IRS master file)
- $115,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $115,636 | $122,865 | $56,454 | XML |
| 990-EZ | June 2024 | $106,430 | $99,003 | $63,683 | XML |
| 990-EZ | June 2023 | $128,094 | $103,398 | $56,256 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | 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 63-6066308).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 63-6066308.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1966.
- 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 are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 12 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 $115,636, expenses of $122,865 and total assets of $56,454 at year end.
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