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Nonprofiteer
← CAPE CORAL ROTARY FOUNDATION INC

Form 990 for tax year 2023

Filed by CAPE CORAL ROTARY FOUNDATION INC.

Totals

Total revenue
$317,616
Total expenses
$222,871
Contributions and grants received
$316,913
Grants paid
$87,429
Program service revenue
$0
Investment income
$703
Other revenue
$0
Total assets, end of year
$705,699
Total liabilities, end of year
$67,695
Net assets or fund balances, end of year
$638,004
Program services expenses (Part IX)
$89,402
Management and general expenses
$16,026
Fundraising expenses
$117,443
Program service expenses (Part III)
$89,402

Program services were 40.1% 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

    $294,761

  • 1f · All other contributions, gifts and grants

    $22,152

  • 3 · Investment income

    total $703 · related or exempt $703

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

    $294,761

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $73,985 · program services $73,985

  • 2 · Grants to domestic individuals

    total $13,444 · program services $13,444

  • 11c · Fees: accounting

    total $11,012 · management and general $11,012

  • 12 · Advertising and promotion

    total $29,483 · management and general $516 · fundraising $28,967

  • 13 · Office expenses

    total $649 · management and general $649

  • 23 · Insurance

    total $2,337 · management and general $2,337

  • 24e · All other expenses

    total $91,961 · program services $1,973 · management and general $1,512 · fundraising $88,476

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $168,751 · end of year $277,257

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

    $2,750

  • 10c · Land, buildings and equipment, net

    beginning of year $2,750 · end of year $2,750

  • 11 · Investments: publicly traded securities

    beginning of year $408,299 · end of year $415,126

  • 15 · Other assets

    beginning of year $5,137 · end of year $10,566

  • 25 · Other liabilities

    beginning of year $48,705 · end of year $67,695

  • 31 · Retained earnings, endowment or other funds

    beginning of year $536,232 · end of year $638,004

Mission and programs · 2023

Mission

THE ORGANIZATION IS ORGANIZED TO RECEIVE DONATIONS, BEQUESTS AND INCOME FROM MONEY-RAISING EFFORTS ALL FOR DISBURSAL TO CHARITABLE, LITERARY OR OTHER ELEEMOSYNARY ACTIVITIES AS PROVIDED FOR AND DESCRIBED IN SECTION 501(C)3 OF THE INTERNAL REVENUE CODE.

  • DONATED CASH TO VARIOUS LOCAL CHARITIES.

    Expenses $52,434 · Grants $52,434

  • PROVIDED SCHOLARSHIPS FOR LOCAL STUDENTS.

    Expenses $22,080 · Grants $22,080

  • PURCHASED BIBS AND BOOKS FOR NEWBORN BABIES.

    Expenses $10,015 · Grants $10,015

  • DONATED MONEY FOR A CELEBRATION OF LIFE EVENT.

    Expenses $3,229 · Grants $3,229

  • DONATED MONEY TO THE FOSTER KIDS PICNIC EVENT.

    Expenses $1,644 · Grants $1,644

As filed on the 2023 return.

Listed in Part VII

  • Cheryl Leftwich

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • James Perry

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

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

Provenance

Return type
form_990
Tax year
2023
Filed
27 January 2025
IRS schema version
2023v6.0
Source object
202530279349301208

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