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Nonprofit · EIN 76-0538180

KATY ROTARY FUND

Tax-exempt · KATY, TX 77450

Financials

$141K$138K2022$133K$94K2023$92K$126K2024
Revenue Expenses · by fiscal year end
Financials of KATY ROTARY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$92,259$126,000-$33,741$217,444–$217,444
June 30, 2024990$132,683$94,000$38,683$251,185$0$251,185
June 30, 2023990$141,432$137,500$3,932$212,502$0$212,502
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$268
Investment income
$1,910
Net income from fundraising events
$90,081

Expenses

Grants and similar amounts paid
$126,000
Compensation of officers, directors and key employees
$0
Program services (functional)
$126,000

Balance sheet and other

Total assets, start of year
$251,185
Total assets, end of year
$217,444
Total liabilities, end of year
–
Net assets, end of year
$217,444
Cash, savings and investments
$217,444
Gross receipts
$194,338

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.

NameTitleHours / weekCompensation
Thom PolvogtDirector0$0
Vicki RaoTreasurer0$0
J Skip ConnerDirector0$0
David LoeschDirector0$0
Jeff ThompsonPresident0$0
Teresa CurryDirector0$0
Paul KurtDirector0$0
Callie KuehlerSecretary0$0
Jerry MoyeDirector0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Thom PolvogtDirector
Trustee or director
0$0
Vicki RaoTreasurer
Trustee or director
0$0
J Skip ConnerDirector
Trustee or director
0$0
David LoeschDirector
Trustee or director
0$0
Jeff ThompsonPresident
Trustee or director
0$0
Teresa CurryDirector
Trustee or director
0$0
Dusty ThieleDirector
Trustee or director
0$0
Callie KuehlerSecretary
Trustee or director
0$0
Jerry MoyeDirector
Trustee or director
0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
Thom PolvogtDirector
Trustee or director
0$0
Vicki RaoTreasurer
Trustee or director
0$0
J Skip ConnerDirector
Trustee or director
0$0
David LoeschDirector
Trustee or director
0$0
Jeff ThompsonPresident
Trustee or director
0$0
Teresa CurryDirector
Trustee or director
0$0
Dusty ThieleDirector
Trustee or director
0$0
Callie KuehlerSecretary
Trustee or director
0$0
Jerry MoyeDirector
Trustee or director
0$0

Address and contacts

Address (IRS master file)
20501 KATY FWY STE 217, KATY, TX 77450-1942
In care of
% STUART I LEVIN
Signed the 990-EZ
Jeff Thompson, President
Phone
(281) 579-6044
Return prepared by
Vicki Rao CPA

Mission

Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • College Scholarships to twenty-three (23) Katy ISD Graduating Students.
    Expenses $126,000 · grants $126,000

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
76-0538180
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
1998
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$217,444
Income (IRS master file)
$194,338

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$92,259$126,000$217,444IRS
990June 2024$132,683$94,000$251,185IRS
990June 2023$141,432$137,500$212,502XML
990June 2022$95,548$53,000$232,186IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990June 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 76-0538180).

Questions about KATY ROTARY FUND

What is the EIN of KATY ROTARY FUND?
The employer identification number (EIN) of KATY ROTARY FUND is 76-0538180.
Is KATY ROTARY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to KATY ROTARY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KATY ROTARY FUND 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 KATY ROTARY FUND 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 KATY ROTARY FUND 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 KATY ROTARY FUND?
The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does KATY ROTARY FUND have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $92,259, expenses of $126,000 and total assets of $217,444 at year end.

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