Nonprofit · EIN 73-6093582
ROTARY CLUB 29 FOUNDATION
Tax-exempt · OKLAHOMA CITY, OK 73103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,419,268 | $271,656 | $1,147,612 | $4,197,645 | $61,272 | $4,136,373 |
| June 30, 2024 | 990 | $752,952 | $251,648 | $501,304 | $3,064,897 | $76,136 | $2,988,761 |
| June 30, 2023 | 990 | $878,217 | $681,131 | $197,086 | $2,579,576 | $92,119 | $2,487,457 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,022,821
- Program service revenue
- $0
- Investment income
- $162,622
- Other revenue
- $233,825
Expenses
- Grants and similar amounts paid
- $193,040
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $216,244
- Management and general (functional)
- $49,864
- Fundraising (functional)
- $5,548
Balance sheet and other
- Total assets, start of year
- $3,064,897
- Total assets, end of year
- $4,197,645
- Total liabilities, end of year
- $61,272
- Net assets, end of year
- $4,136,373
- Publicly traded securities
- $2,239,519
- Net assets without donor restrictions
- $2,221,169
- Net assets with donor restrictions
- $1,915,204
- Gross receipts
- $1,419,268
- Employees
- 0
- Year formed
- 1982
- State of legal domicile
- OK
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 |
|---|---|---|---|
| Steve Shepewich | At Large-World Service Director Trustee or director | 2 | $0 |
| Jake Krattiger | At Large-Domestic Service Director Trustee or director | 2 | $0 |
| Sarah Roberts | At Large Trustee or director | 2 | $0 |
| David Walters | At Large Trustee or director | 2 | $0 |
| Bill Hughes | At Large Trustee or director | 2 | $0 |
| Andy Rine | At Large Trustee or director | 2 | $0 |
| Tim Dowd | Chair Officer | 2 | $0 |
| Suzanne Mitchell | Club President Officer | 2 | $0 |
| Ross Plourde | Club President - Elect Officer | 2 | $0 |
| Lesli Massad | Club Past President Officer | 2 | $0 |
| Mark Neumeister | Club Past Treasurer Officer | 2 | $0 |
| Matt Bown | Treasurer Officer | 2 | $0 |
| Jim David | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jake Krattiger | At Large - Community Service Trustee or director | 2 | $0 |
| Steve Shepewich | At Large - International Serv Trustee or director | 2 | $0 |
| Jane Jenkins | At Large Trustee or director | 2 | $0 |
| Vered Harris | At Large Trustee or director | 2 | $0 |
| Sarah Roberts | At Large Trustee or director | 2 | $0 |
| Bill Hughes | At Large Trustee or director | 2 | $0 |
| Andy Rine | At Large Trustee or director | 2 | $0 |
| Kendra Robben | At Large Trustee or director | 2 | $0 |
| David Walters | At Large Trustee or director | 2 | $0 |
| Suzanne Mitchell | Club President - Elect Officer | 2 | $0 |
| Lesli Massad | Club President Officer | 2 | $0 |
| Tim Dowd | Chair Officer | 2 | $0 |
| Wes Milbourn | Club Past President Officer | 2 | $0 |
| Matt Bown | Treasurer Officer | 2 | $0 |
| Jim David | Secretary Officer | 2 | $0 |
| Lisa Synar | Club Past Treasurer Officer | 2 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kim Tran | At Large - Community Service Trustee or director | 2 | $0 |
| Dennis Shockley | At Large - International Serv Trustee or director | 2 | $0 |
| Jim David | At Large Trustee or director | 2 | $0 |
| Chuck Wiggin | At Large Trustee or director | 2 | $0 |
| Kendra Robben | At Large Trustee or director | 2 | $0 |
| Jane Jenkins | At Large Trustee or director | 2 | $0 |
| Sarah Roberts | At Large Trustee or director | 2 | $0 |
| David Walters | At Large Trustee or director | 2 | $0 |
| Vered Harris | At Large Trustee or director | 2 | $0 |
| Lesli Massad | Club President - Elect Officer | 2 | $0 |
| Wes Milbourn | Club President Officer | 2 | $0 |
| Tim Dowd | Chair Officer | 2 | $0 |
| Jerrod Shouse | Club Past President Officer | 2 | $0 |
| Matt Bown | Treasurer Officer | 2 | $0 |
| Mike Coats | Secretary Officer | 2 | $0 |
| Bill Hughes | Club Past Treasurer Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 625 NW 13TH STREET STE 105, OKLAHOMA CITY, OK 73103-2239
- In care of
- % MEGAN LAW
- Signed the 990
- MEGAN LAW, Executive Director
- Phone
- (405) 235-5100
- Return prepared by
- dwg inc
Mission
Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.
Program accomplishments
- Philanthropies including disaster relief and local, domestic and international grants.Expenses $216,244
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
- 73-6093582
- 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
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S110)
- Assets (IRS master file)
- $4,197,645
- Income (IRS master file)
- $1,419,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,419,268 | $271,656 | $4,197,645 | IRS |
| 990 | June 2024 | $752,952 | $251,648 | $3,064,897 | IRS |
| 990 | June 2023 | $878,217 | $681,131 | $2,579,576 | XML |
| 990 | June 2022 | $363,285 | $428,612 | $2,379,532 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 73-6093582).
Questions about ROTARY CLUB 29 FOUNDATION
- What is the EIN of ROTARY CLUB 29 FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB 29 FOUNDATION is 73-6093582.
- Is ROTARY CLUB 29 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to ROTARY CLUB 29 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB 29 FOUNDATION 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 29 FOUNDATION 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 29 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of ROTARY CLUB 29 FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB 29 FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,419,268, expenses of $271,656 and total assets of $4,197,645 at year end.
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