Skip to content
Nonprofiteer
← ROTARY CLUB OF LAKEWOOD RANCH INC

Form 990 for tax year 2022

Filed by ROTARY CLUB OF LAKEWOOD RANCH INC.

Totals

Total revenue
$1,058,224
Total expenses
$1,024,886
Contributions and grants received
$926,982
Grants paid
$597,324
Program service revenue
$98,528
Investment income
$5,689
Other revenue
$27,025
Total assets, end of year
$1,184,696
Total liabilities, end of year
$460,179
Net assets or fund balances, end of year
$724,517
Program services expenses (Part IX)
$1,017,970
Management and general expenses
$6,916
Fundraising expenses
$0
Program service expenses (Part III)
$1,017,970

Program services were 99.3% 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

    $169,390

  • 1f · All other contributions, gifts and grants

    $757,592

  • 2a · Program service revenue: MEETINGS AND SOCIAL FU

    total $59,096 · related or exempt $59,096

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $39,432 · related or exempt $39,432

  • 3 · Investment income

    total $8,532 · excluded $8,532

  • 7a · Gross sales of assets other than inventory

    securities $88,794

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

    securities $91,637

  • 7c · Gain or loss

    securities -$2,843

  • 7d · Net gain or loss

    total -$2,843 · excluded -$2,843

  • 8a · Fundraising events: gross income

    $142,303

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

    $169,390

  • 8b · Fundraising events: direct expenses

    $119,751

  • 8c · Net income from fundraising events

    total $22,552 · excluded $22,552

  • 9a · Gaming: gross income

    $4,473

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $4,473 · excluded $4,473

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $595,824 · program services $595,824

  • 2 · Grants to domestic individuals

    total $1,500 · program services $1,500

  • 11c · Fees: accounting

    total $2,280 · management and general $2,280

  • 11f · Fees: investment management

    total $300 · management and general $300

  • 12 · Advertising and promotion

    total $81 · program services $81

  • 13 · Office expenses

    total $3,438 · management and general $3,438

  • 14 · Information technology

    total $898 · management and general $898

  • 19 · Conferences, conventions and meetings

    total $67,432 · program services $67,432

  • 24a · Other expenses: DISASTER FUND SUPPLIES

    total $197,698 · program services $197,698

  • 24b · Other expenses: DISASTER FUND REPAIRS &

    total $50,738 · program services $50,738

  • 24c · Other expenses: CLEAN WATER PROJECT

    total $44,227 · program services $44,227

  • 24d · Other expenses: BOOKS FOR KIDS

    total $42,785 · program services $42,785

  • 24e · All other expenses

    total $17,685 · program services $17,685

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $242,247 · end of year $271,928

  • 2 · Savings and temporary cash investments

    beginning of year $436,431 · end of year $679,731

  • 4 · Accounts receivable

    beginning of year $78 · end of year $9,667

  • 12 · Investments: other securities

    beginning of year $247,999 · end of year $223,370

  • 21 · Escrow or custodial account liability

    beginning of year $245,140 · end of year $460,115

  • 25 · Other liabilities

    beginning of year $380 · end of year $64

  • 27 · Net assets without donor restrictions

    beginning of year $352,234 · end of year $386,208

  • 28 · Net assets with donor restrictions

    beginning of year $329,001 · end of year $338,309

Mission and programs · 2022

Mission

THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Activities or mission (Part I)

WE ARE AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED TO PROVIDE HUMANITARIAN SERVICE IN OUR COMMUNITY AND AROUND THE WORLD, PROMOTE HIGH ETHICAL STANDARDS, AND HELP TO BUILD PEACE AND GOODWILL. WE SERVE OUR COMMUNITY BY GIVING GRANTS TO OTHER LOCAL 501(C)(3) CHARITABLE ORGANIZATIONS.

  • DURING FISCAL YEAR END 2023, OUR ROTARY CLUB GAVE GRANTS TO A NUMBER OF DIFFERENT CHARITABLE ORGANIZATIONS.

    Expenses $1,017,970 · Grants $597,324 · Revenue $98,528

As filed on the 2022 return.

Listed in Part VII

  • Ryan J Berms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marie A Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna J Layrisse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jo Ann Shakon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eckhard H Kuesters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Langley Wooddy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara A Jones

    AUTHORIZED AGENT

    Total calculated
    $0
    Hours/week
    3

  • Jim Wingert

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Robert Grepling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John W Bodenburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carmen Spagnola

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Sybil J Porter

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421349349305862

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.