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Nonprofiteer
← WEST U ROTARY CLUB FOUNDATION

Form 990 for tax year 2023

Filed by WEST U ROTARY CLUB FOUNDATION.

Totals

Total revenue
$162,143
Total expenses
$300,399
Contributions and grants received
$10,550
Grants paid
$224,921
Program service revenue
$0
Investment income
$1,813
Other revenue
$149,780
Total assets, end of year
$85,109
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$85,109
Program services expenses (Part IX)
$300,399
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$300,399

Program services were 100.0% 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

    $10,550

  • 3 · Investment income

    total $1,813 · related or exempt $1,813

  • 8a · Fundraising events: gross income

    $178,336

  • 8b · Fundraising events: direct expenses

    $28,556

  • 8c · Net income from fundraising events

    total $149,780

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $224,921 · program services $224,921

  • 11c · Fees: accounting

    total $5,816 · program services $5,816

  • 13 · Office expenses

    total $1,524 · program services $1,524

  • 24a · Other expenses: INTERNATIONAL SERVICE

    total $40,837 · program services $40,837

  • 24b · Other expenses: DISCRETIONARY GRANTS

    total $11,372 · program services $11,372

  • 24c · Other expenses: YOUTH SERVICES

    total $7,876 · program services $7,876

  • 24d · Other expenses: ANNUAL MEMBER FUND MATCH

    total $5,053 · program services $5,053

  • 24e · All other expenses

    total $3,000 · program services $3,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $193,715 · end of year $38,296

  • 2 · Savings and temporary cash investments

    beginning of year $23,172 · end of year $46,813

  • 27 · Net assets without donor restrictions

    beginning of year $216,887 · end of year $85,109

Mission and programs · 2023

Mission

THE PRIMARY MISSION OF THE FOUNDATION IS TO PROMOTE CHARITABLE, EDUCATIONAL, ETHICAL BUSINESS AND CIVIC RESPONSIBILITY.

  • PROVIDE WORLD RELIEF FOR POOR AND UNDERPRIVILEGED, ENHANCE LOCAL COMMUNITY INVOLVEMENT, PROMOTE EDUCATION OPPORTUNITIES FOR YOUTH AND ENCOURAGE VOCATIONAL ENHANCEMENT.

    Expenses $300,399 · Grants $224,921

As filed on the 2023 return.

Listed in Part VII

  • Ned W Graber

    TRUSTEE

    Total calculated
    $0

  • Jack Hardin

    SECRETARY

    Total calculated
    $0

  • Frank Parilla

    TRUSTEE

    Total calculated
    $0

  • Brennan Reilley

    VICE PRESIDE

    Total calculated
    $0

  • Bridgette Valeron

    TREASURER

    Total calculated
    $0

  • Jack Wallace

    PRESIDENT

    Total calculated
    $0

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
13 May 2025
IRS schema version
2023v6.0
Source object
202531349349310893

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