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Nonprofiteer
← OAKLAND ROTARY ENDOWMENT

Form 990 for tax year 2023

Filed by OAKLAND ROTARY ENDOWMENT.

Totals

Total revenue
$493,639
Total expenses
$495,307
Contributions and grants received
$254,840
Grants paid
$319,483
Program service revenue
$0
Investment income
$157,992
Other revenue
$80,807
Total assets, end of year
$5,156,145
Total liabilities, end of year
$515,274
Net assets or fund balances, end of year
$4,640,871
Program services expenses (Part IX)
$481,632
Management and general expenses
$13,675
Fundraising expenses
$0
Program service expenses (Part III)
$481,632

Program services were 97.2% 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.

  • 1c · Fundraising events

    $39,450

  • 1f · All other contributions, gifts and grants

    $215,390

  • 1g · Noncash contributions included above

    $26,200

  • 3 · Investment income

    total $139,051 · related or exempt $139,051

  • 7a · Gross sales of assets other than inventory

    securities $212,936

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

    securities $193,995

  • 7c · Gain or loss

    securities $18,941

  • 7d · Net gain or loss

    total $18,941 · related or exempt $18,941

  • 8a · Fundraising events: gross income

    $150,407

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

    $39,450

  • 8b · Fundraising events: direct expenses

    $69,600

  • 8c · Net income from fundraising events

    total $80,807 · excluded $80,807

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $187,483 · program services $187,483

  • 2 · Grants to domestic individuals

    total $132,000 · program services $132,000

  • 11a · Fees: management

    total $97,978 · program services $97,978

  • 24a · Other expenses: PROGRAM EXPENSES

    total $60,822 · program services $60,822

  • 24b · Other expenses: DONATIONS TO HONOR SPEA

    total $8,000 · management and general $8,000

  • 24c · Other expenses: BAD DEBTS

    total $3,427 · management and general $3,427

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $3,349 · program services $3,349

  • 24e · All other expenses

    total $2,248 · management and general $2,248

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $83,166 · end of year $260,064

  • 4 · Accounts receivable

    beginning of year $66,611 · end of year $27,608

  • 11 · Investments: publicly traded securities

    beginning of year $4,439,749 · end of year $4,868,473

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,601 · end of year $127,460

  • 25 · Other liabilities

    beginning of year $301,520 · end of year $387,814

  • 27 · Net assets without donor restrictions

    beginning of year $3,985,158 · end of year $4,361,413

  • 28 · Net assets with donor restrictions

    beginning of year $286,247 · end of year $279,458

Mission and programs · 2023

Mission

DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUCATION AND EMPLOYMENT.

  • PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION.

    Expenses $138,000 · Grants $132,000

  • SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.

    Expenses $343,632 · Grants $187,483

As filed on the 2023 return.

Listed in Part VII

  • Ces Butner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jason Wizelman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Kymberly Miller

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Pam Claassen

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mary Geong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Kelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Trisha Conners

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Julie Fox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Ken Venson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Keith Giron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kerry Hamill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Blair

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Merlin Edwards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Cj Hirschfield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349316661

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