Form 990 for tax year 2024
Filed by PORT ORCHARD ROTARY FOUNDATION.
Totals
- Total revenue
- $269,132
- Total expenses
- $174,447
- Contributions and grants received
- $132,234
- Grants paid
- $153,023
- Program service revenue
- $0
- Investment income
- $38,626
- Other revenue
- $98,272
- Total assets, end of year
- $715,531
- Total liabilities, end of year
- $17,419
- Net assets or fund balances, end of year
- $698,112
- Program services expenses (Part IX)
- $173,104
- Management and general expenses
- $1,343
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $173,104
Program services were 99.2% 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
$132,234
-
3 · Investment income
total $38,626 · excluded $38,626
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$151,784
-
8b · Fundraising events: direct expenses
$53,512
-
8c · Net income from fundraising events
total $98,272 · excluded $98,272
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $101,465 · program services $101,465
-
2 · Grants to domestic individuals
total $51,558 · program services $51,558
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,330 · program services $4,330
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $239 · management and general $239
-
23 · Insurance
total $0
-
24a · Other expenses: PROGRAM EXPENSES
total $15,283 · program services $15,283
-
24b · Other expenses: LICENSES & FILING FEES
total $484 · management and general $484
-
24c · Other expenses: BANK CHARGES
total $479 · management and general $479
-
24d · Other expenses: STORAGE
total $468 · program services $468
-
24e · All other expenses
total $141 · management and general $141
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $156,930 · end of year $185,754
-
2 · Savings and temporary cash investments
beginning of year $457,110 · end of year $511,671
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $3,920 · end of year $17,250
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,195
-
10b · Land, buildings and equipment: accumulated depreciation
$339
-
10c · Land, buildings and equipment, net
beginning of year $1,095 · end of year $856
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
beginning of year $15,628 · end of year $17,419
-
31 · Retained earnings, endowment or other funds
beginning of year $603,427 · end of year $698,112
Mission and programs · 2024
Mission
SUPPORT OF COMMUNITY PROJECTS/STUDENT SCHOLARSHIP/INTERNATIONAL PROJECTS/FOREIGN EXCHANGE STUDENT PROGRAM
-
COMMUNITY PROJECTS-SUPPORT OF COMMUNITY ORGANIZATIONS THAT ASSIST DISADVANTAGED INDIVIDUALS AND OTHERS IN NEED
Expenses $114,026
-
STUDENT PROJECTS-SCHOLARSHIPS, HIGH SCHOOL STUDENT ACHIEVEMENT AWARDS AND OTHER YOUTH PROJECTS
Expenses $45,000
-
INTERNATIONAL SERVICE-SUPPORT OF THE ROTARY YOUTH FOREIGN EXCHANGE PROGRAM, KENYA GLOBAL GRANT AND KENYA COMMUNITY GRANT
Expenses $14,078
As filed on the 2024 return.
Listed in Part VII
-
Joe HigbeeJOE HIGBEE
Secretary
- Total calculated
- $0
- Hours/week
- 6
-
John MorrisseyJOHN MORRISSEY
Treasurer
- Total calculated
- $0
- Hours/week
- 6
-
Jeff FaucetJEFF FAUCET
Vice President
- Total calculated
- $0
- Hours/week
- 6
-
Jon GaileyJON GAILEY
CLUB TREASURER
- Total calculated
- $0
- Hours/week
- 6
-
David WeatherillDAVID WEATHERILL
President
- Total calculated
- $0
- Hours/week
- 6
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
-
CITY OF PORT ORCHARD
$60,942
PARKS/ ROUNDABOUT/ FATHOMS
-
PORT ORCHARD CARES
$8,664
FOOD CLOTHING FOR NEEDY DURING XMAS
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.
-
501(c)(4) · ROTARY CLUB · WA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202640139349303324
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