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Nonprofiteer
← SHELTON SKOOKUM ROTARY CLUB FOUNDATION

Form 990 for tax year 2023

Filed by SHELTON SKOOKUM ROTARY CLUB FOUNDATION.

Totals

Total revenue
$145,259
Total expenses
$111,033
Contributions and grants received
$24,466
Grants paid
$107,894
Program service revenue
$0
Investment income
$32,855
Other revenue
$87,938
Total assets, end of year
$1,149,484
Total liabilities, end of year
$8,527
Net assets or fund balances, end of year
$1,140,957
Program services expenses (Part IX)
$107,894
Management and general expenses
$2,635
Fundraising expenses
$504
Program service expenses (Part III)
$107,894

Program services were 97.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $24,466

  • 3 · Investment income

    total $41,802 · unrelated business $0 · excluded $41,802

  • 7a · Gross sales of assets other than inventory

    securities $218,311

  • 7b · Less cost or other basis and sales expenses

    securities $227,258

  • 7c · Gain or loss

    securities -$8,947

  • 7d · Net gain or loss

    total -$8,947 · related or exempt $0 · unrelated business $0 · excluded -$8,947

  • 8a · Fundraising events: gross income

    $398,129

  • 8b · Fundraising events: direct expenses

    $310,191

  • 8c · Net income from fundraising events

    total $87,938 · unrelated business $0 · excluded $87,938

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $67,644 · program services $67,644

  • 2 · Grants to domestic individuals

    total $40,250 · program services $40,250

  • 11c · Fees: accounting

    total $1,440 · program services $0 · management and general $1,440 · fundraising $0

  • 12 · Advertising and promotion

    total $504 · program services $0 · management and general $0 · fundraising $504

  • 14 · Information technology

    total $245 · program services $0 · management and general $245 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $950 · program services $0 · management and general $950 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $199,978 · end of year $161,493

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,575 · end of year $36,324

  • 11 · Investments: publicly traded securities

    beginning of year $844,507 · end of year $951,667

  • 17 · Accounts payable and accrued expenses

    end of year $67

  • 19 · Deferred revenue

    beginning of year $5,493 · end of year $8,460

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,072,567 · end of year $1,140,957

Mission and programs · 2023

Mission

Established to extend the Shelton-Skookum Rotary Clubs ability to serve community, vocational, educational and international charitable projects.

Activities or mission (Part I)

Established to extend the Shelton- Skookum Rotary Clubs ability to serve community, vocational, educational, and international charitable projects.

  • Provide scholarships for students to institutes of higher learning. Fifth pmt of 5 year pledge to build Shelton YMCA.

    Expenses $60,250 · Grants $60,250

  • Provide funding for international programs through Rotary International. Provide sanitation and school supplies for South Africa youth.

    Expenses $23,145 · Grants $10,800

  • Provide funding for community programs, including Spellebration, Music in the Park, and other Non-profits

    Expenses $24,499 · Grants $21,199

As filed on the 2023 return.

Listed in Part VII

  • Don Welander

    President

    Total calculated
    $0
    Hours/week
    1

  • Dave Severied

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Gary Schuyten

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mike Barnard

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Candace Cahill

    Secretary

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349307677

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