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← CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC

Form 990 for tax year 2023

Filed by CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC.

Totals

Total revenue
$151,214
Total expenses
$160,742
Contributions and grants received
$148,430
Grants paid
$67,396
Program service revenue
$0
Investment income
$2,784
Other revenue
$0
Total assets, end of year
$162,727
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$162,727
Program services expenses (Part IX)
$156,577
Management and general expenses
$4,165
Fundraising expenses
$0
Program service expenses (Part III)
$156,577

Program services were 97.4% 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

    $148,430

  • 1g · Noncash contributions included above

    $93,875

  • 3 · Investment income

    total $2,784 · unrelated business $0 · excluded $2,784

  • 7a · Gross sales of assets other than inventory

    securities $17,000

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

    securities $17,000

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $9,200

  • 8b · Fundraising events: direct expenses

    $9,200

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,473 · program services $35,473

  • 3 · Grants to foreign organizations and individuals

    total $31,923 · program services $31,923

  • 11c · Fees: accounting

    total $6,441 · program services $2,276 · management and general $4,165 · fundraising $0

  • 12 · Advertising and promotion

    total $13,171 · program services $13,171 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $1,735 · program services $1,735 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $3,027 · program services $3,027 · management and general $0 · fundraising $0

  • 24a · Other expenses: BANK FEES

    total $222 · program services $222 · management and general $0 · fundraising $0

  • 24b · Other expenses: MERCHANT FEES

    total $1,660 · program services $1,660 · management and general $0 · fundraising $0

  • 24c · Other expenses: LICENSE AND FILING FEES

    total $75 · program services $75 · management and general $0 · fundraising $0

  • 24d · Other expenses: PARTNERSHIP SHARE

    total $47,244 · program services $47,244 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $19,771 · program services $19,771 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,179 · end of year $31,867

  • 2 · Savings and temporary cash investments

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $116,718 · end of year $130,860

  • 31 · Retained earnings, endowment or other funds

    beginning of year $160,897 · end of year $162,727

Mission and programs · 2023

Mission

OUR MISSION IS TO PROVIDE COMMUNITY SUPPORT FOR EDUCATION, OUTREACH SPORTSMANSHIP AND A SENSE OF FAIR PLAY AND OTHER COMMUNITY ENDEAVORS.

  • RECYCLING DONATED VEHICLES SERVES BOTH ENVIRONMENTAL AND ECONOMIC BETTERMENTS. CARS 2ND CHANCE PROGRAM PROVIDED NEEDED FUNDING TO SUPPORT COMMUNITY SERVICES INCLUDING DISASTER RELIEF, EDUCATION SUPPORT, HEALTH AWARENESS, AND YOUTH SERVICES TO PROMOTE THE IDEALS OF ROTARY.

    Expenses $124,654 · Grants $35,473 · Revenue $93,875

  • INTERNATIONAL GRANTS SUPPORTING EDUCATION, SPORTSMANSHIP, WORLD PEACE, ECONOMIC AND HEALTH IMPROVEMENTS.

    Expenses $31,923 · Grants $31,923 · Revenue $34,807

As filed on the 2023 return.

Listed in Part VII

  • Robert Hooy

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Mary Kemnitz

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Vicki Sexton

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • Bill Selb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hugh Toloui

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Russ Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bob Sundberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Weir

    RECORDING SECRETARY (NON VOTING)

    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
8 November 2024
IRS schema version
2023v5.1
Source object
202413159349300131

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