PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Smyrna Rotary Club Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$149k (2023)

Expenses
$147k (2023)

Total Assets
$133k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$149,331
Expenses
$147,277
Net Income
$2,054
Net Assets
$132,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
1.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $146,831
98.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $132,611
Total Liabilities $0
Net Assets $132,611
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Theresa Austin (Trustee) $0 $0 $0
Robert Elliott (Trustee) $0 $0 $0
Jason Surratt (Trustee) $0 $0 $0
Eric Brown (Trustee) $0 $0 $0
Wayne Blair (Trustee) $0 $0 $0
Tim Morrell (Trustee) $0 $0 $0
Marc Michaelson (Chairman) $0 $0 $0
Fran Dunne (Secretary) $0 $0 $0
Judy King (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,891
Expenses
$183,094
Net Income
-$11,203
Net Assets
$130,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,100
3.5%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $165,791
96.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $130,557
Total Liabilities $0
Net Assets $130,557
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tim Morrell (Trustee) $0 $0 $0
Robert Elliott (Trustee) $0 $0 $0
Wayne Blair (Trustee) $0 $0 $0
Jason Surratt (Trustee) $0 $0 $0
Jonathan Harmon (Service Projects Chairman) $0 $0 $0
Marc Michaelson (Chairman) $0 $0 $0
Fran Dunne (Secretary) $0 $0 $0
Eric Brown (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$233,233
Expenses
$381,605
Net Income
-$148,372
Net Assets
$141,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,339
25.9%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $171,694
73.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,200
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $141,760
Total Liabilities $0
Net Assets $141,760
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Robert Stevens (Trustee) $0 $0 $0
Theresa Austin (Trustee) $0 $0 $0
Jonathan Harmon (Trustee) $0 $0 $0
Robert Elliott (Trustee) $0 $0 $0
Jason Surratt (Trustee) $0 $0 $0
Tim Morrell (Trustee) $0 $0 $0
Wayne Blair (Trustee) $0 $0 $0
Marc Michaelson (Chairman) $0 $0 $0
Fran Dunne (Secretary) $0 $0 $0
Eric Brown (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,955
Expenses
$92,283
Net Income
$216,672
Net Assets
$299,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,118
48.3%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $159,343
51.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $494
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $299,232
Total Liabilities $0
Net Assets $299,232
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Wayne Blair (Trustee) $0 $0 $0
Tim Morrell (Trustee) $0 $0 $0
Amanda Johnstone (Trustee) $0 $0 $0
Eric Brown (Trustee) $0 $0 $0
Robert Hopkins (Trustee) $0 $0 $0
Robert Elliott (Trustee) $0 $0 $0
Jonathan Harmon (Trustee) $0 $0 $0
Marc Michaelson (Chairman) $0 $0 $0
Robert Stevens (Secretary) $0 $0 $0
Jason Surratt (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,255
Expenses
$178,885
Net Income
$79,370
Net Assets
$82,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $258,255
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,559
Total Liabilities $0
Net Assets $82,559
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Wayne Blair (Director) $0 $0 $0
Tim Morrell (Director) $0 $0 $0
Amanda Johnstone (Director) $0 $0 $0
Eric Brown (Director) $0 $0 $0
Robert Hopkins (Director) $0 $0 $0
Robert Elliott (Director) $0 $0 $0
Marc Michaelson (Chairman) $0 $0 $0
Robert Stevens (Secretary) $0 $0 $0
Jason Surratt (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$640,293
Expenses
$1,037,897
Net Income
-$397,604
Net Assets
$3,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $640,293
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,189
Total Liabilities $0
Net Assets $3,189
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Wayne Blair (Director) $0 $0 $0
Tim Morrell (Director) $0 $0 $0
Beth Hackett (Director) $0 $0 $0
Amanda Johnstone (Director) $0 $0 $0
Eric Brown (Director) $0 $0 $0
Marc Michaelson (Chair) $0 $0 $0
Robert Stevens (Treasurer) $0 $0 $0
De Wayne Sadler (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$517,824
Expenses
$121,035
Net Income
$396,789
Net Assets
$400,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $517,824
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $400,793
Total Liabilities $0
Net Assets $400,793
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Dan Epright (Director 2016 2018) $0 $0 $0
Wayne Blair (Director 2016 2019) $0 $0 $0
Bob Elliott (Director 2016 2017) $0 $0 $0
Tim Morrell (Director 2016 2017) $0 $0 $0
Marc Michaelson (Chairperson) $0 $0 $0
John Black (Club President) $0 $0 $0
Kedric Rutz (Club Service Chair) $0 $0 $0
Robert Stevens (Secretary) $0 $0 $0
Bobby Hopkins (Treasurer) $0 $0 $0
De Wayne Sadler (Club Community Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,260
Expenses
$106,678
Net Income
-$418
Net Assets
$4,004
Notable Sources of Revenue Percent of Total Revenue
Contributions $106,260
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,004
Total Liabilities $0
Net Assets $4,004
Compensation
Key Employees and Officers Compensation Other
Dan Epright (Secretary) $0 $0
Marc Michaelson (Chairman) $0 $0
Wayne Blair (Director 2016) $0 $0
Bob Elliott (Director 2013 2017) $0 $0
Tim Morrell (Director 2013 2017) $0 $0
De Wayne Sadler (Treasurer) $0 $0
John Black (Club President) $0 $0
Kedric Rutz (Club Commmunity Service Chair) $0 $0
Regina Medlen (Director 2016 2017) $0 $0
Robert Stevens (Director 2016 2017) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,323
Expenses
$92,997
Net Income
$326
Net Assets
$4,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,323
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,422
Total Liabilities $0
Net Assets $4,422
Compensation
Key Employees and Officers Compensation Other
Dan Epright (Secretary) $0 $0
Marc Michaelson (Chairman) $0 $0
Wayne Blair (Director) $0 $0
Bob Elliott (Director) $0 $0
Tim Morrell (Director) $0 $0
De Wayne Sadler (Treasurer) $0 $0
Jerome Dempsey (Club President) $0 $0
John Black (Club Administrative Committee Chair) $0 $0
Kedric Rutz (Club Commmunity Service Chair) $0 $0
Regina Medlen (Director) $0 $0
Robert Stevens (Director) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$77,881
Expenses
$80,900
Net Income
-$3,019
Net Assets
$4,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,868
100.0%
Program Services $0
Investment Income $13
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $4,096
Total Liabilities $0
Net Assets $4,096
Compensation
Key Employees and Officers Compensation Other
Le Anne Duffey (Director) $0 $0
Jerome Dempsey (Director) $0 $0
Dan Epright (Secretary) $0 $0
Lisa Mc Mahan (Treasurer) $0 $0
Lori North (Director) $0 $0
Marc Michaelson (Chairman) $0 $0
Phillip George (Director) $0 $0
Kedric Rutz (Director) $0 $0
Bob Elliott (Director) $0 $0
Tim Morrell (Director) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,496
Expenses
$61,310
Net Income
$1,186
Net Assets
$7,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,481
100.0%
Program Services $0
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,115
Total Liabilities $0
Net Assets $7,115

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,872
Expenses
$69,213
Net Income
-$12,341
Net Assets
$5,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,845
100.0%
Program Services $0
Investment Income $27
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,979
Total Liabilities $2,050
Net Assets $5,929

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

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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 »