Form 990 for tax year 2024
Filed by PASO ROBLES ROTARY SERVICES INC.
Totals
- Total revenue
- $320,897
- Total expenses
- $164,403
- Contributions and grants received
- $21,247
- Grants paid
- $145,066
- Program service revenue
- $0
- Investment income
- $231,393
- Other revenue
- $68,257
- Total assets, end of year
- $1,904,178
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,904,178
- Program services expenses (Part IX)
- $164,403
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $164,403
Program services were 100.0% 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
$20,797
-
1f · All other contributions, gifts and grants
$450
-
1g · Noncash contributions included above
$18,685
-
3 · Investment income
total $35,239 · excluded $35,239
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $994,250
-
7b · Less cost or other basis and sales expenses
securities $798,096
-
7c · Gain or loss
securities $196,154
-
7d · Net gain or loss
total $196,154 · excluded $196,154
-
8a · Fundraising events: gross income
$140,472
-
8a · Fundraising events: contributions included on line 1c
$20,797
-
8b · Fundraising events: direct expenses
$72,215
-
8c · Net income from fundraising events
total $68,257 · excluded $68,257
-
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 $137,296 · program services $137,296
-
2 · Grants to domestic individuals
total $7,770 · program services $7,770
-
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 $3,353 · program services $3,353
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $15,831 · program services $15,831
-
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 $0
-
23 · Insurance
total $0
-
24a · Other expenses: SUPPLIES
total $78 · program services $78
-
24b · Other expenses: LICENSES & FEES
total $75 · program services $75
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $113,727 · end of year $100,638
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
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
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $1,633,957 · end of year $1,803,540
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $1,747,684 · end of year $1,904,178
Mission and programs · 2024
Mission
PROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.
-
SUPPORT COMMUNITY AND INTERNATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATION, HEALTH AWARENESS AND PREVENTION.
Expenses $164,403 · Grants $145,066
As filed on the 2024 return.
Listed in Part VII
-
Sharon RossSHARON ROSS
WMCO CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Rick GoreeRICK GOREE
GOLF CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Ann HansenANN HANSEN
INVESTMT CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Jan JensenJAN JENSEN
Treasurer
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Jessica FullertonJESSICA FULLERTON
Secretary
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Lars JorgensenLARS JORGENSEN
President
- Total calculated
- $0
- Hours/week
- 2 + 2 related
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
-
$100,000
SCHOLARSHIP ASSISTANCE
-
$6,000
COMMUNITY SUPPORT
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 INTERNATIONAL - PASO ROBLES
501(C)(4) · PROMOTE ROTARY IDEALS, FELLOWSHIP & EDUC · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.2
- Source object
- 202601339349308000
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