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Nonprofiteer
← ROTARY CLUB OF TUCSON FOUNDATION

Form 990 for tax year 2023

Filed by ROTARY CLUB OF TUCSON FOUNDATION.

Totals

Total revenue
$332,626
Total expenses
$278,154
Contributions and grants received
$202,216
Grants paid
$240,078
Program service revenue
$0
Investment income
$147,438
Other revenue
-$17,028
Total assets, end of year
$1,911,172
Total liabilities, end of year
$174,607
Net assets or fund balances, end of year
$1,736,565
Program services expenses (Part IX)
$240,078
Management and general expenses
$25,744
Fundraising expenses
$12,332
Program service expenses (Part III)
$240,078

Program services were 86.3% 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

    $178,450

  • 1f · All other contributions, gifts and grants

    $23,766

  • 3 · Investment income

    total $52,043 · excluded $52,043

  • 7a · Gross sales of assets other than inventory

    securities $629,542

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

    securities $534,147

  • 7c · Gain or loss

    securities $95,395

  • 7d · Net gain or loss

    total $95,395 · excluded $95,395

  • 8a · Fundraising events: gross income

    $396,138

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

    $178,450

  • 8b · Fundraising events: direct expenses

    $413,166

  • 8c · Net income from fundraising events

    total -$17,028 · excluded -$17,028

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $240,078 · program services $240,078

  • 11a · Fees: management

    total $16,000 · management and general $16,000

  • 11c · Fees: accounting

    total $9,679 · management and general $9,679

  • 11f · Fees: investment management

    total $11,863 · fundraising $11,863

  • 24a · Other expenses: BANK FEES

    total $65 · management and general $65

  • 24b · Other expenses: FUNDRAISING EXPENSES

    total $469 · fundraising $469

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $274,343 · end of year $259,887

  • 3 · Pledges and grants receivable

    beginning of year $17,000 · end of year $13,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $90,275 · end of year $83,366

  • 11 · Investments: publicly traded securities

    beginning of year $1,468,643 · end of year $1,554,919

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,005 · end of year $37,990

  • 19 · Deferred revenue

    beginning of year $142,830 · end of year $136,617

  • 27 · Net assets without donor restrictions

    beginning of year $1,169,652 · end of year $1,194,583

  • 28 · Net assets with donor restrictions

    beginning of year $483,774 · end of year $541,982

Mission and programs · 2023

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT THE LOCAL AND INTERNATIONAL COMMUNITIES THROUGH DONATIONS TO EDUCATIONAL, COMMUNITY AND INTERNATIONAL CHARITIES.

  • DURING THE FISCAL YEAR, THE FOUNDATION RAISED FUNDS FOR CIVIC PURPOSES AND DONATED TO QUALIFIED CHARITABLE ORGANIZATIONS, BOTH DOMESTICALLY AND ABROAD.

    Expenses $240,078 · Grants $240,078

As filed on the 2023 return.

Listed in Part VII

  • LYUDA EISENMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARGARET HIGGINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JONI CONDIT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JO DE CHATELET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARK IRVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS ROBERTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KURTIS DAWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BRUCE JACOBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MATT BLAIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER HOFFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LEE OLITSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TIM DAUGHENBAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JIM MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CHUCK SAWYER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CLIFFORD BOWMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MITCH PISIK

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DIANA CANNON

    SECRETARY

    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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423189349304967

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