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← ROTARY FOUNDATION OF EVANSVILLE INC

Form 990 for tax year 2023

Filed by ROTARY FOUNDATION OF EVANSVILLE INC.

Totals

Total revenue
$206,901
Total expenses
$134,372
Contributions and grants received
$94,558
Grants paid
$120,774
Program service revenue
$0
Investment income
$111,803
Other revenue
$540
Total assets, end of year
$1,959,723
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,959,723
Program services expenses (Part IX)
$120,866
Management and general expenses
$13,506
Fundraising expenses
$0
Program service expenses (Part III)
$120,866

Program services were 89.9% 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.

  • 1c · Fundraising events

    $32,460

  • 1f · All other contributions, gifts and grants

    $62,098

  • 3 · Investment income

    total $50,888 · excluded $50,888

  • 7a · Gross sales of assets other than inventory

    securities $370,928

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

    securities $310,013

  • 7c · Gain or loss

    securities $60,915

  • 7d · Net gain or loss

    total $60,915 · excluded $60,915

  • 8a · Fundraising events: gross income

    $17,901

  • 8a · Fundraising events: contributions included on line 1c

    $32,460

  • 8b · Fundraising events: direct expenses

    $17,361

  • 8c · Net income from fundraising events

    total $540 · excluded $540

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,774 · program services $120,774

  • 11c · Fees: accounting

    total $900 · management and general $900

  • 11f · Fees: investment management

    total $12,606 · management and general $12,606

  • 24a · Other expenses: PROJECTS SUPPLIES

    total $92 · program services $92

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $49,449 · end of year $16,834

  • 11 · Investments: publicly traded securities

    beginning of year $1,670,005 · end of year $1,835,463

  • 15 · Other assets

    beginning of year $105,453 · end of year $107,426

  • 27 · Net assets without donor restrictions

    beginning of year $65,409 · end of year $66,931

  • 28 · Net assets with donor restrictions

    beginning of year $1,759,498 · end of year $1,892,792

Mission and programs · 2023

Mission

TO PROMOTE AND SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES AND COMMUNITY SERVICE PROJECTS IN THE METROPOLITAN EVANSVILLE, INDIANA AREA AND AROUND THE WORLD.

  • GRANTS FOR PUBLIC AND PAROCHIAL SCHOOLS TO FUND INNOVATIVE CLASSROOM PROGRAMS THAT WOULD NOT OTHERWISE BE FUNDED.

    Expenses $120,774 · Grants $120,774 · Revenue $15,000

  • MULTIPLE PROJECTS THAT PROMOTE HEALTHY LIVING AND ENHANCE QUALITY OF LIFE IN THE LOCAL COMMUNITY.

    Expenses $92

As filed on the 2023 return.

Listed in Part VII

  • Kari Akin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrew Alexander

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcia Forston

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steve Keck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Spath

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cathy Renner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Grace Stevens

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jordan Whitledge

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim Black

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brian Burkett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kate Reibel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Arvenda McDonald

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Misti Alvarez Cohen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kim Spence

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alexis Berggren

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Abraham Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Duckworth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jack Faber

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ryan Bixler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Caren Whitehouse

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Philip R Hooper

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Ashley Vezzoso-Schaefer

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Pete Hillenbrand

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    4

  • Taylor Gogel

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Jeffrey Berger

    TREASURER

    Total calculated
    $0
    Hours/week
    2

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

Provenance

Return type
form_990
Tax year
2023
Filed
28 January 2025
IRS schema version
2023v6.0
Source object
202510299349300441

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