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← SOUTH EVERETT MUKILTEO ROTARY FOUNDATION

Form 990 for tax year 2024

Filed by SOUTH EVERETT MUKILTEO ROTARY FOUNDATION.

Totals

Total revenue
$207,278
Total expenses
$160,756
Contributions and grants received
$87,455
Grants paid
$148,390
Program service revenue
$0
Investment income
$46,812
Other revenue
$73,011
Total assets, end of year
$991,157
Total liabilities, end of year
$93,872
Net assets or fund balances, end of year
$897,285
Program services expenses (Part IX)
$150,575
Management and general expenses
$10,181
Fundraising expenses
$0
Program service expenses (Part III)
$150,575

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.

  • 1c · Fundraising events

    $32,250

  • 1f · All other contributions, gifts and grants

    $55,205

  • 3 · Investment income

    total $40,791 · excluded $40,791

  • 7a · Gross sales of assets other than inventory

    securities $22,662

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

    securities $16,641

  • 7c · Gain or loss

    securities $6,021

  • 7d · Net gain or loss

    total $6,021 · excluded $6,021

  • 8a · Fundraising events: gross income

    $125,043

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

    $32,250

  • 8b · Fundraising events: direct expenses

    $52,032

  • 8c · Net income from fundraising events

    total $73,011 · excluded $73,011

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $80,890 · program services $80,890

  • 2 · Grants to domestic individuals

    total $67,500 · program services $67,500

  • 11c · Fees: accounting

    total $3,640 · management and general $3,640

  • 11f · Fees: investment management

    total $2,846 · management and general $2,846

  • 14 · Information technology

    total $464 · management and general $464

  • 24a · Other expenses: STUDENT LUNCHEONS

    total $2,185 · program services $2,185

  • 24b · Other expenses: ADMINISTRATIVE SUPPORT

    total $2,100 · management and general $2,100

  • 24c · Other expenses: BANK SERVICE CHARGES

    total $1,021 · management and general $1,021

  • 24d · Other expenses: MISCELLANEOUS

    total $110 · management and general $110

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,679 · end of year $58,023

  • 2 · Savings and temporary cash investments

    beginning of year $246,876 · end of year $321,681

  • 3 · Pledges and grants receivable

    beginning of year $4,000

  • 9 · Prepaid expenses and deferred charges

    end of year $1,750

  • 10a · Land, buildings and equipment: cost or other basis

    $2,414

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,414

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $553,765 · end of year $609,703

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,228

  • 18 · Grants payable

    beginning of year $28,606 · end of year $93,872

  • 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 $824,486 · end of year $897,285

Mission and programs · 2024

Mission

FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS.

  • PARTNERSHIP WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, EDUCATION, YOUTH ACTIVITIES, SENIOR ACTIVITIES, AND LOW INCOME CITIZENS.

    Expenses $58,890 · Grants $58,890

  • INTERNATIONAL PROJECTS WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT EDUCATION AND QUALITY OF LIFE AND HEALTH FOR CITIZENS.

    Expenses $22,000 · Grants $22,000

  • SCHOLARSHIP AND LEADERSHIP PROGRAMS FOR STUDENTS OF LOCAL HIGH SCHOOLS AND ANNUAL APPLICATION PROCESS. AWARDS ARE BASED ON ACHIEVEMENT AND NEED.

    Expenses $69,685 · Grants $67,500

As filed on the 2024 return.

Listed in Part VII

  • Dan Stone

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Vern Allen

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Christine Hill

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Terri Stefnik

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Julie Lienhard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Brueggeman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Marine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • HANDS FOR PEACEMAKING FOUNDATION

    $10,000

    HANDS FOR PEACEMAKING WORKS THROUGH A MYRIAD OF PROJECTS AIMED AT INCREASING THE QUALITY OF LIFE, HEALTH AND EDUCATION FOR GUATEMALA'S POOR.

Provenance

Return type
form_990
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202543219349307294

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