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Nonprofiteer
← ROTARY CLUB OF LAKEWOOD RANCH INC

Form 990 for tax year 2023

Filed by ROTARY CLUB OF LAKEWOOD RANCH INC.

Totals

Total revenue
$552,042
Total expenses
$545,008
Contributions and grants received
$205,962
Grants paid
$296,146
Program service revenue
$113,471
Investment income
$11,307
Other revenue
$221,302
Total assets, end of year
$921,215
Total liabilities, end of year
$181,657
Net assets or fund balances, end of year
$739,558
Program services expenses (Part IX)
$522,475
Management and general expenses
$22,533
Fundraising expenses
$0
Program service expenses (Part III)
$522,475

Program services were 95.9% 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

    $148,028

  • 1f · All other contributions, gifts and grants

    $57,934

  • 2a · Program service revenue: MEETINGS AND SOCIAL FU

    total $72,610 · related or exempt $72,610

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $40,861 · related or exempt $40,861

  • 3 · Investment income

    total $11,307 · excluded $11,307

  • 8a · Fundraising events: gross income

    $142,659

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

    $148,028

  • 8b · Fundraising events: direct expenses

    $121,670

  • 8c · Net income from fundraising events

    total $20,989 · excluded $20,989

  • 9a · Gaming: gross income

    $6,935

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $6,935 · excluded $6,935

  • 11a · Other revenue: MISCELLANEOUS

    total $193,378 · excluded $193,378

  • 11e · Other revenue, total

    $193,378

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $291,531 · program services $291,531

  • 2 · Grants to domestic individuals

    total $4,615 · program services $4,615

  • 11c · Fees: accounting

    total $10,065 · management and general $10,065

  • 11f · Fees: investment management

    total $300 · management and general $300

  • 13 · Office expenses

    total $11,373 · management and general $11,373

  • 14 · Information technology

    total $795 · management and general $795

  • 19 · Conferences, conventions and meetings

    total $78,632 · program services $78,632

  • 24a · Other expenses: BOOKS FOR KIDS

    total $52,945 · program services $52,945

  • 24b · Other expenses: DISASTER FUND REPAIRS &

    total $39,916 · program services $39,916

  • 24c · Other expenses: CLEAN WATER PROJECT

    total $33,019 · program services $33,019

  • 24d · Other expenses: MEMBERSHIP DUES

    total $17,087 · program services $17,087

  • 24e · All other expenses

    total $4,730 · program services $4,730

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $271,928 · end of year $215,107

  • 2 · Savings and temporary cash investments

    beginning of year $679,731 · end of year $461,881

  • 4 · Accounts receivable

    beginning of year $9,667

  • 12 · Investments: other securities

    beginning of year $223,370 · end of year $234,012

  • 15 · Other assets

    beginning of year $0 · end of year $10,215

  • 17 · Accounts payable and accrued expenses

    end of year $250

  • 19 · Deferred revenue

    end of year $6,412

  • 21 · Escrow or custodial account liability

    beginning of year $460,115 · end of year $173,164

  • 25 · Other liabilities

    beginning of year $64 · end of year $1,831

  • 27 · Net assets without donor restrictions

    beginning of year $386,208 · end of year $271,549

  • 28 · Net assets with donor restrictions

    beginning of year $338,309 · end of year $468,009

Mission and programs · 2023

Mission

THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Activities or mission (Part I)

WE ARE AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED TO PROVIDE HUMANITARIAN SERVICE IN OUR COMMUNITY AND AROUND THE WORLD, PROMOTE HIGH ETHICAL STANDARDS, AND HELP TO BUILD PEACE AND GOODWILL. WE SERVE OUR COMMUNITY BY GIVING GRANTS TO OTHER LOCAL 501(C)(3) CHARITABLE ORGANIZATIONS.

  • DURING FISCAL YEAR END 2024, OUR ROTARY CLUB GAVE GRANTS TO A NUMBER OF DIFFERENT CHARITABLE ORGANIZATIONS.

    Expenses $522,475 · Grants $296,146 · Revenue $113,471

As filed on the 2023 return.

Listed in Part VII

  • Joyce Borda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan J Berms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marie Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Grepling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna J Layrisse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jo Ann Shakon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carmen Spagnolia

    IMM. PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Sybil J Porter

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Julie Poulin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jim Wingert

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Lang Woody

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

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 April 2025
IRS schema version
2023v6.0
Source object
202511229349302706

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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