Form 990 for tax year 2024
Filed by SUBURBAN ROTARY CHARITABLE FOUNDATION.
Totals
- Total revenue
- $304,029
- Total expenses
- $370,938
- Contributions and grants received
- $89,953
- Grants paid
- $319,847
- Program service revenue
- $0
- Investment income
- $212,652
- Other revenue
- $1,424
- Total assets, end of year
- $2,634,956
- Total liabilities, end of year
- $331
- Net assets or fund balances, end of year
- $2,634,625
- Program services expenses (Part IX)
- $347,609
- Management and general expenses
- $23,329
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $347,609
Program services were 93.7% 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
$89,953
-
3 · Investment income
total $84,240 · excluded $84,240
-
7a · Gross sales of assets other than inventory
securities $619,685
-
7b · Less cost or other basis and sales expenses
securities $491,273
-
7c · Gain or loss
securities $128,412
-
7d · Net gain or loss
total $128,412 · excluded $128,412
-
11a · Other revenue: FINES
total $1,424 · related or exempt $1,424
-
11e · Other revenue, total
$1,424
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $260,347 · program services $260,347
-
2 · Grants to domestic individuals
total $59,500 · program services $59,500
-
11c · Fees: accounting
total $2,443 · management and general $2,443
-
11f · Fees: investment management
total $19,176 · management and general $19,176
-
13 · Office expenses
total $21,389 · program services $21,389
-
24a · Other expenses: SCHOLARSHIP
total $6,373 · program services $6,373
-
24b · Other expenses: ADVERTISING & MARKETING
total $1,500 · management and general $1,500
-
24c · Other expenses: TAXES
total $210 · management and general $210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $115,264 · end of year $15,377
-
2 · Savings and temporary cash investments
beginning of year $9,287 · end of year $31,949
-
4 · Accounts receivable
beginning of year $25,625 · end of year $96
-
11 · Investments: publicly traded securities
beginning of year $2,472,431 · end of year $2,571,473
-
15 · Other assets
beginning of year $0 · end of year $16,061
-
25 · Other liabilities
beginning of year $76 · end of year $331
-
27 · Net assets without donor restrictions
beginning of year $2,408,399 · end of year $2,415,432
-
28 · Net assets with donor restrictions
beginning of year $214,132 · end of year $219,193
Mission and programs · 2024
Mission
THE MAJOR PURPOSE OF THE FOUNDATION IS PROVIDING SCHOLARSHIPS FOR YOUNG HANDICAPPED MEN AND WOMEN WHO ARE PURSUING POST-HIGH SCHOOL EDUCATION.
Activities or mission (Part I)
TO PROMOTE POST-SECONDARY EDUCATION FOR HANDICAPPED YOUNG MEN AND WOMEN.
-
PROVIDING FINANCIAL GIFTS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO ENSURE STUDENTS IN NEED HAVE ACCESS TO ESSENTIAL SUPPLIES, NUTRITIOUS MEALS, AND APPROPRIATE CLOTHING - HELPING THEM THRIVE BOTH IN AND OUT OF THE CLASSROOM.
Expenses $286,359 · Grants $258,597 · Revenue $1,424
-
SCHOLARHIPS FOR POST-SECONDARY EDUCATION OF YOUNG HANDICAPPED MEN & WOMEN. THIS PROGRAM HAS PROVIDED A SIGNIFICANT CONTRIBUTION TO THE LOCAL COMMUNITY BY FUNDING SCHOLARSHIP FOR HIGH SCHOOL SENIORS WITH PHYSICIAL DISABILITIES TO CONTINUE THEIR POST-HIGH SCHOOL EDUCATION.
Expenses $59,500 · Grants $59,500
-
ROTARY YOUTH LEADERSHIP AWARDS CAMP SCHOLARSHIP IS A PROGRAM IN WHICH RECIPIENTS SPEND A WEEK IN A PROGRAM OF DISCUSSION, INSPIRATIONAL ADDRESSES, LEADERSHIP TRAINING, AND SOCIAL ACTIVITIES DESIGNED TO ENHANCE PERSONAL DEVELOPMENT, LEADERSHIP SKILLS, AND GOOD CITIZENSHIP.
Expenses $1,750 · Grants $1,750
As filed on the 2024 return.
Listed in Part VII
-
Zach ZilerZACH ZILER
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Katie HenryKATIE HENRY
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave LaferlaDAVE LAFERLA
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin WelshKEVIN WELSH
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Marlon LofgrenMARLON LOFGREN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Alice SchumakerALICE SCHUMAKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Alan StanekALAN STANEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Terri GreenwoodTERRI GREENWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Dan WellendorfDAN WELLENDORF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Deborah DaleyDEBORAH DALEY
EXECUTIVE SECRETARY OF CLUB
- Total calculated
- $43,166
- From this org
- $0
- From related orgs
- $43,166
- Other
- $0
- Hours/week
- 18 + 22 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
EDUCATIONAL COSTS OF NURSING STAFF
-
MILLARD PUBLIC SCHOOLS
$68,155
ADOPT A SCHOOL PROGRAM
-
$35,000
SCHOOL IMPROVEMENTS IN THE POONA DISTRICT OF INDIA
-
OMAHA PUBLIC SCHOOLS
$20,548
ADOPT A SCHOOL PROGRAM
-
$10,000
POLIO ERADICATION
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 CLUB OF OMAHA - SUBURBAN
501(C)(4) · TO PROVIDE SERVICE TO OTHERS THROUGH ITS FELLOWSHIP OF COMMUNITY LEADERS. · NE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600719349300215
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