Nonprofit · EIN 94-3478969
NEW BERN ROTARY CHARITABLE FOUNDATION
Tax-exempt · NEW BERN, NC 28563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $48,802 | $45,075 | $3,727 | $13,136 | $0 | $13,136 |
| June 30, 2024 | 990-EZ | $52,243 | $55,850 | -$3,607 | $8,404 | $0 | $8,404 |
| June 30, 2023 | 990-EZ | $25,762 | $38,754 | -$12,992 | $11,795 | $0 | $11,795 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,931
- Investment income
- $25
- Net income from fundraising events
- $31,846
Expenses
- Grants and similar amounts paid
- $45,075
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $8,404
- Total assets, end of year
- $13,136
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,136
- Cash, savings and investments
- $13,136
- Gross receipts
- $48,802
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 |
|---|---|---|---|
| Guy Smith | President | 4 | $0 |
| William Stafford | Vice President | 4 | $0 |
| Cathy Miller | Secretary | 4 | $0 |
| William Sherman | Treasurer | 4 | $0 |
| Steven Clayton | Director | 2 | $0 |
| Paul Johnson | Director | 2 | $0 |
| Omar Gonzalez | Director | 2 | $0 |
| Cindy Riley | Director | 2 | $0 |
| Joe Geiger | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Guy Smith | President | 4 | $0 |
| William Stafford | Vice President | 4 | $0 |
| Cathi Miller | Secretary | 4 | $0 |
| William Sherman | Treasurer | 4 | $0 |
| James Findley | Director Chair | 2 | $0 |
| William Kwasnick | Director | 2 | $0 |
| Melissa Rankin | Director | 2 | $0 |
| Cindy Riley | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Millington | President | 4 | $0 |
| Gary Flannery | Vice President | 4 | $0 |
| Cathi Miller | Secretary | 4 | $0 |
| William Sherman | Treasurer | 4 | $0 |
| Joe Geiger | Director | 2 | $0 |
| Susan Moffat Thomas | Director | 2 | $0 |
| Joe Peters | Director | 2 | $0 |
| Cindy Riley | Director | 2 | $0 |
| Guy Smith | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 818, NEW BERN, NC 28563-0818
- In care of
- % WILLIAM SHERMAN
- Mailing address (990-N for 2016)
- Post Office Box 818, New Bern NC 28563
- Principal officer (990-N for 2016)
- Rus Clark, Post Office Box 818, New Bern NC 28563
- Signed the 990-EZ
- WILLIAM SHERMAN, Treasurer
- Phone
- (252) 671-9872
- Website
- www.newbernrotaryclub.org
- Return prepared by
- John M Person CPA PC
Mission
To promote community service
Program accomplishments
- To promote community service, social interaction and international activitism.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 94-3478969
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $13,136
- Income (IRS master file)
- $48,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $48,802 | $45,075 | $13,136 | XML |
| 990-EZ | June 2024 | $52,243 | $55,850 | $8,404 | XML |
| 990-EZ | June 2023 | $25,762 | $38,754 | $11,795 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2016 Officer: Rus Clark | June 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-3478969).
Questions about NEW BERN ROTARY CHARITABLE FOUNDATION
- What is the EIN of NEW BERN ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of NEW BERN ROTARY CHARITABLE FOUNDATION is 94-3478969.
- Is NEW BERN ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to NEW BERN ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW BERN ROTARY CHARITABLE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NEW BERN ROTARY CHARITABLE 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 NEW BERN ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of NEW BERN ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2016 names Rus Clark.
- Who are the officers and directors of NEW BERN ROTARY CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NEW BERN ROTARY CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $48,802, expenses of $45,075 and total assets of $13,136 at year end.
Other nonprofits in NEW BERN
- RAPID RESOURCE FOR FAMILIES INC EIN 27-1072166 · last filed 990-PF for 2025
- COASTAL WOMENS SHELTER INC EIN 58-1665785 · last filed 990 for 2025
- TRUE JUSTICE INC EIN 45-5161236 · last filed 990 for 2025
- CRAVEN COUNTY HEALTH DEPARTMENT FOUNDATION EIN 56-2002666 · last filed 990 for 2025
- FOCUS THERAPY SERVICES INC EIN 20-4857246 · last filed 990 for 2024
- ABUNDANT LIFE COMMUNITY SERVICES INC EIN 56-2217800 · last filed 990-EZ for 2025
- DELIVERING HOPE MINISTRIES EIN 82-3675314 · last filed 990-EZ for 2025
- CREEKSIDE RECREATIONAL THERAPY AND WELLNESS EIN 26-4634121 · last filed 990-EZ for 2025
All nonprofits in NEW BERN · North Carolina · Human services