Form 990 for tax year 2024
Filed by LAKE ARROWHEAD ROTARY FOUNDATION.
Totals
- Total revenue
- $77,376
- Total expenses
- $80,002
- Contributions and grants received
- $56,176
- Grants paid
- $45,550
- Program service revenue
- $0
- Investment income
- $21,200
- Other revenue
- $0
- Total assets, end of year
- $1,271,224
- Total liabilities, end of year
- $39,520
- Net assets or fund balances, end of year
- $1,231,704
- Program services expenses (Part IX)
- $70,905
- Management and general expenses
- $9,097
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $70,905
Program services were 88.6% 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
$27,656
-
1f · All other contributions, gifts and grants
$28,520
-
3 · Investment income
total $19,823 · excluded $19,823
-
7a · Gross sales of assets other than inventory
securities $1,377
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $1,377
-
7d · Net gain or loss
total $1,377 · excluded $1,377
-
8a · Fundraising events: gross income
$43,399
-
8a · Fundraising events: contributions included on line 1c
$27,656
-
8b · Fundraising events: direct expenses
$43,399
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $21,550 · program services $21,550
-
2 · Grants to domestic individuals
total $24,000 · program services $24,000
-
11c · Fees: accounting
total $1,760 · management and general $1,760
-
11f · Fees: investment management
total $5,792 · management and general $5,792
-
13 · Office expenses
total $772 · management and general $772
-
24a · Other expenses: YOUTH SERVICES
total $8,199 · program services $8,199
-
24b · Other expenses: TRAINING AND DEVELOPMEN
total $8,179 · program services $8,179
-
24c · Other expenses: VOCATIONAL SERVICE
total $4,652 · program services $4,652
-
24d · Other expenses: INTERNATIONAL SERVICE
total $4,325 · program services $4,325
-
24e · All other expenses
total $773 · management and general $773
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $37,028 · end of year $40,434
-
10a · Land, buildings and equipment: cost or other basis
$1,000
-
10b · Land, buildings and equipment: accumulated depreciation
$1,000
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,130,177 · end of year $1,230,790
-
17 · Accounts payable and accrued expenses
end of year $8,202
-
18 · Grants payable
beginning of year $18,333 · end of year $31,318
-
25 · Other liabilities
beginning of year $16,616 · end of year $0
-
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 $1,132,256 · end of year $1,231,704
Mission and programs · 2024
Mission
THE ORGANIZATION RAISES MONEY IN THE COMMUNITY IN ORDER TO FUND LOCAL CHARITIES AND PROVIDE SCHOLARSHIPS TO THE YOUTH OF THE AREA.
-
FUNDS ARE PAID TO VARIOUS COMMUNITY BASED NON PROFIT AND TAX EXEMPT ORGANIZATIONS FOR THE FURTHERANCE OF THEIR CHARITABLE PURPOSES. ADDITIONALLY, THE FOUNDATION ALSO HELPS FUND COMMUNITY PROJECTS AND PURCHASES FOR OTHER CHARITABLE ORGANIZATIONS IN ORDER TO ENHANCE PUBLIC FACILITIES AS WELL AS PROVIDE SCHOLARSHIPS TO LOCAL YOUTH.
Expenses $70,905 · Grants $45,550
As filed on the 2024 return.
Listed in Part VII
-
Jay RyndaJAY RYNDA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Diane GladwellDIANE GLADWELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Jeri SimpsonJERI SIMPSON
TREASURER, PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 8
-
Teresa OstlieTERESA OSTLIE
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Bob GladwellBOB GLADWELL
MEMBERSHIP CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Barry HoyBARRY HOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Charlie HarrisonCHARLIE HARRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Elizabeth Whitney-OlivasELIZABETH WHITNEY-OLIVAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Geneal KerrGENEAL KERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jc EckertJC ECKERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Ronda RyndaRONDA RYNDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rudy HaroRUDY HARO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Terry EbertTERRY EBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
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
-
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$2,500
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$1,000
PROGRAM SUPPORT
-
$1,000
PROGRAM SUPPORT
-
MT CALVARY LUTHERAN CHURCH
$700
PROGRAM SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503289349301050
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.