Form 990 for tax year 2022
Filed by ROCKFORD ROTARY CHARITABLE ASSOCIATION.
Totals
- Total revenue
- $63,952
- Total expenses
- $76,041
- Contributions and grants received
- $17,680
- Grants paid
- $44,255
- Program service revenue
- $0
- Investment income
- $46,272
- Other revenue
- $0
- Total assets, end of year
- $1,230,148
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,230,148
- Program services expenses (Part IX)
- $72,863
- Management and general expenses
- $3,178
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $72,863
Program services were 95.8% 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
$17,680
-
3 · Investment income
total $46,272 · excluded $46,272
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $44,255 · program services $44,255
-
11c · Fees: accounting
total $2,315 · management and general $2,315
-
24a · Other expenses: ACADEMY LUNCHES AND DIN
total $22,026 · program services $22,026
-
24b · Other expenses: RECOGNITION LUNCHES
total $3,608 · program services $3,608
-
24c · Other expenses: LOCAL PROJECTS
total $2,974 · program services $2,974
-
24d · Other expenses: BANK CHARGES
total $398 · management and general $398
-
24e · All other expenses
total $465 · management and general $465
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $189,266 · end of year $176,551
-
11 · Investments: publicly traded securities
beginning of year $1,053,597 · end of year $1,053,597
-
25 · Other liabilities
beginning of year $625 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $1,242,238 · end of year $1,230,148
-
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 $0 · end of year $0
Mission and programs · 2022
Mission
TO PROVIDE LEADERSHIP SUPPORT FOR AT RISK YOUTH IN AN EFFORT TO IMPROVE THE PERFORMANCE AND OUTCOME OF THE STUDENTS IN THE ROCKFORD PUBLIC SCHOOL DISTRICT FOR THE BENEFIT OF THE GENERAL PUBLIC.
Activities or mission (Part I)
TO PROVIDE LEADERSHIP SUPPORT FOR AT RISK YOUTH WITHIN THE COMMUNITY.
-
ROTARY ACADEMY PROGRAM - THE ROTARY ACADEMY PROGRAM IS ROCKFORD ROTARY CHARITABLE ASSOCIATION'S SIGNATURE PROJECT. THE ROTARY ACADEMY IS A LEADERSHIP PROGRAM FOR AT RISK YOUTH IN THE ROCKFORD PUBLIC SCHOOL DISTRICT #205. IT INVOLVES MIDDLE SCHOOL STUDENTS RECEIVING VARIOUS LEADERSHIP AND TEAMWORK TRAINING, SUCH AS PARTICIPATION IN A HIGH ROPES COURSE OFFERED BY THE LOCAL YMCA, CRITICAL THINKING TRAINING, ETIQUETTE TRAINING AND RELATED EDUCATIONAL ACTIVITIES USUALLY INVOLVING A GROUP SERVICE PROJECT BY THOSE PARTICIPATING AT EACH OF THE DISTRICT'S MIDDLE SCHOOLS. THIS REPRESENTS A VERY SUBSTANTIAL ONGOING ACTIVITY FOR THE BENEFIT OF THE GENERAL PUBLIC IN EFFORTS TO IMPROVE THE PERFORMANCE AND OUTCOME OF THE STUDENTS IN THE ROCKFORD PUBLIC SCHOOL DISTRICT.
Expenses $58,633 · Grants $33,000
-
DURING THE YEAR, ROCKFORD ROTARY CHARITABLE ASSOCIATION MADE GRANTS TO THE ROCKFORD PUBLIC LIBRARY SO THAT THEY COULD PURCHASE NEW BOOKS FOR THE LIBRARY'S COLLECTION.
Expenses $2,915 · Grants $2,915
-
COLLEGE SCHOLARSHIPS - BASED ON A GENEROUS GIFT FROM THE BROTHER OF A DECEASED MEMBER, THE ROCKFORD ROTARY CHARITABLE ASSOCIATION ESTABLISHED A SCHOLARSHIP PROGRAM BY WHICH THE PRINCIPALS OF THE 10 AREA HIGH SCHOOLS SELECT A TEACHER AND A MALE AND FEMALE SENIOR STUDENT TO BE RECOGNIZED FOR THEIR COMMUNITY SERVICE WITH THE STUDENTS INVITED TO WRITE AN ESSAY ABOUT THEIR COMMUNITY SERVICE TO BE CONSIDERED FOR A SCHOLARSHIP. THE ESSAYS ARE REVIEWED BY A COMMITTEE OF THE ROCKFORD ROTARY CHARITABLE ASSOCIATION AND TWO OF THE STUDENTS, ONE MALE, ONE FEMALE, ARE SELECTED TO RECEIVE SCHOLARSHIPS FOR THEIR FIRST YEAR OF COLLEGE OR OTHER POST-SECONDARY EDUCATION.
Expenses $4,000 · Grants $4,000
-
OTHER GRANTS INCLUDED: BOOKS FOR SECOND GRADERS, SUPPORT FOR THE UKRAINE, BACKPACKS FOR YOUTH IN THE AREA AND VARIOUS YOUTH ACTIVITES.
Expenses $7,315 · Grants $4,340
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Peter RundquistPETER RUNDQUIST
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael ForemanMICHAEL FOREMAN
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Monica GlennyMONICA GLENNY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Cynthia DrollingerCYNTHIA DROLLINGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Terry AndersonTERRY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Frank BuchmannFRANK BUCHMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Elise CadiganELISE CADIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert CanfieldROBERT CANFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
James CoffeyJAMES COFFEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Warren HeinkeWARREN HEINKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Linda JohnsonLINDA JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kathy Kwiat-HessKATHY KWIAT-HESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric MoeERIC MOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lynn MombergerLYNN MOMBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary Ann NorwoodMARY ANN NORWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas ScovilleTHOMAS SCOVILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tyler SmithTYLER SMITH
DIRECTOR
- 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
-
$33,000
ROTARY ACADEMY PROGRAM-LEADERSHIP AND EDUCATION PROGRAMS FOR AT RISK YOUTH.
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.
-
ROTARY INT'L - ROCKFORD ROTARY CLUB
501(C)(4) · SERVICE ORGANIZATION · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440319349301824
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