Skip to content
Nonprofiteer
← MARSHFIELD ROTARY FOUNDATION INC

Form 990 for tax year 2022

Filed by MARSHFIELD ROTARY FOUNDATION INC.

Totals

Total revenue
$59,721
Total expenses
$59,596
Contributions and grants received
$50,937
Grants paid
$56,000
Program service revenue
$0
Investment income
$15,052
Other revenue
-$6,268
Total assets, end of year
$235,575
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$235,575
Program services expenses (Part IX)
$57,249
Management and general expenses
$2,347
Fundraising expenses
$0
Program service expenses (Part III)
$57,249

Program services were 96.1% 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

    $44,800

  • 1f · All other contributions, gifts and grants

    $6,137

  • 3 · Investment income

    total $3,645 · excluded $3,645

  • 7a · Gross sales of assets other than inventory

    securities $11,407

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

    securities $0

  • 7c · Gain or loss

    securities $11,407

  • 7d · Net gain or loss

    total $11,407 · excluded $11,407

  • 8a · Fundraising events: gross income

    $79,668

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

    $44,800

  • 8b · Fundraising events: direct expenses

    $85,936

  • 8c · Net income from fundraising events

    total -$6,268 · excluded -$6,268

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,000 · program services $56,000

  • 11f · Fees: investment management

    total $2,322 · management and general $2,322

  • 24a · Other expenses: PROGRAM EXPENSES

    total $1,249 · program services $1,249

  • 24b · Other expenses: SUPPLIES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,148 · end of year $65,976

  • 12 · Investments: other securities

    beginning of year $162,404 · end of year $169,599

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $232,552 · end of year $235,575

Mission and programs · 2022

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

  • ROTARY WINTER WONDERLAND: OVER 50,000 FOOD ITEMS WERE COLLECTED TO BE DISTRIBUTED TO THE NEEDY. MANY PEOPLE VOLUNTEER THEIR TIME TO HELP IN THIS UNDERTAKING.

    Expenses $56,000 · Grants $56,000

  • GENERAL: THE AREA IS A COMMUNITY OF 50,000 PEOPLE. FOR A BETTER LIFESTYLE IN THE AREA AND THE WORLD.

    Expenses $1,249

As filed on the 2022 return.

Listed in Part VII

  • Roberta Devetter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Wagner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Huebner-Leu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teri Wilczek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sheri Meissner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacey Schultz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Baur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jackie Zoellner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Schueller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Benjamin Bauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lawrence Clouse

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Alex Lendved

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Laurel Peterson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Valle

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Jenny Resch

    SERGEANT AT ARMS

    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

Provenance

Return type
form_990
Tax year
2022
Filed
11 April 2024
IRS schema version
2022v5.0
Source object
202441029349301719

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

The source document this was parsed from is served over the API, which is where bulk and document access live.