Swansea Rotary Club

Swansea Rotary Club

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2026

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,052
Expenses
$78,996
Net Income
-$3,944
Net Assets
$42,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,315
23.1%
Program Services $0
Investment Income $300
0.4%
Net Fundraising $42,368
56.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,799
3.7%
Assets/Debt
Total Assets $42,446
Total Liabilities $0
Net Assets $42,446
Compensation
Key Employees and Officers Compensation Other
Dennis Bertelsman (President 2026-2027) $0 $0
James Wilson (Past President 2025-2026) $0 $0
James Riess (Vice President) $0 $0
Cory Dehler (Club Secretary) $0 $0
Ashleigh Pankey (Executive Secretary) $0 $0
Vicky Mccarthy (Treasurer) $0 $0
Joseph Largent (Director) $0 $0
Margaret Wade (Director) $0 $0
Denise Douglas (Director) $0 $0

Document Links

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,296
Expenses
$73,908
Net Income
-$9,612
Net Assets
$46,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,625
22.7%
Program Services $0
Investment Income $632
1.0%
Net Fundraising $37,198
57.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,500
2.3%
Assets/Debt
Total Assets $46,390
Total Liabilities $0
Net Assets $46,390
Compensation
Key Employees and Officers Compensation Other
James Wilson (President 2025-2026) $0 $0
Tricia Tialdo (Past President 2024-2025) $0 $0
John Laker (Vice President) $0 $0
Cory Dehler (Club Secretary) $0 $0
Ruth Ann Erdmann (Executive Secretary) $0 $0
Vicky Mccarthy (Treasurer) $0 $0
David Cole (Director) $0 $0
Joe Rossi (Director) $0 $0
Lester Dierkes (Director) $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,691
Expenses
$62,303
Net Income
-$2,612
Net Assets
$56,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,700
31.3%
Program Services $0
Investment Income $19
0.0%
Net Fundraising $31,941
53.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,090
3.5%
Assets/Debt
Total Assets $56,002
Total Liabilities $0
Net Assets $56,002
Compensation
Key Employees and Officers Compensation Other
Tricia Tialdo (President 2024-2025) $0 $0
Edward Henrichs (Past President 2023-2024) $0 $0
John Laker (Vice President) $0 $0
Cory Dehler (Club Secretary) $0 $0
Ruth Ann Erdmann (Executive Secretary) $0 $0
Vicky Mccarthy (Treasurer) $0 $0
David Cole (Director) $0 $0
Joe Rossi (Director) $0 $0
Lester Dierkes (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

Fiscal Year Ending June
2022

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

Fiscal Year Ending June
2021

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

Fiscal Year Ending Dec.
2019

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,228
Expenses
$32,374
Net Income
-$12,146
Net Assets
$20,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,675
13.2%
Program Services $0
Investment Income $62
0.3%
Net Fundraising $4,170
20.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,516
32.2%
Assets/Debt
Total Assets $20,382
Total Liabilities $0
Net Assets $20,382

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,489
Expenses
$41,302
Net Income
$8,187
Net Assets
$32,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,695
21.6%
Program Services $0
Investment Income $68
0.1%
Net Fundraising $30,069
60.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,127
4.3%
Assets/Debt
Total Assets $32,526
Total Liabilities $0
Net Assets $32,526

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,551
Expenses
$43,954
Net Income
$1,597
Net Assets
$24,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,250
9.3%
Program Services $0
Investment Income $80
0.2%
Net Fundraising $22,615
49.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,249
11.5%
Assets/Debt
Total Assets $24,339
Total Liabilities $0
Net Assets $24,339

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,412
Expenses
$52,630
Net Income
-$25,218
Net Assets
$22,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,404
16.1%
Program Services $0
Investment Income $78
0.3%
Net Fundraising $4,789
17.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,082
7.6%
Assets/Debt
Total Assets $22,742
Total Liabilities $0
Net Assets $22,742

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,449
Expenses
$64,274
Net Income
$8,175
Net Assets
$47,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,511
49.0%
Program Services $14,375
19.8%
Investment Income $155
0.2%
Net Fundraising $22,408
30.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,960
Total Liabilities $0
Net Assets $47,960
Compensation
Key Employees and Officers Compensation Other
James B Davis (President) $0 $0
Paul Reiniger (Vice Preside) $0 $0
Cory Dehler (Secretary) $0 $0
Marilyn M Rossi (Treasurer) $0 $0
Dennis L Bertelsman (Sergeant-at-) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,260
Expenses
$41,167
Net Income
$15,093
Net Assets
$39,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,270
37.8%
Program Services $11,765
20.9%
Investment Income $0
Net Fundraising $23,225
41.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $39,785
Total Liabilities $0
Net Assets $39,785
Compensation
Key Employees and Officers Compensation Other
James M Riess (President) $0 $0
Susan Schultz (Vice Preside) $0 $0
Cory Dehler (Secretary) $0 $0
Marilyn M Rossi (Treasurer) $0 $0
Dennis L Bertelsman (Sergeant-at-) $0 $0

Document Links

Fiscal Year Ending June
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us