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← WESTERVILLE ROTARY FOUNDATION

Form 990 for tax year 2023

Filed by WESTERVILLE ROTARY FOUNDATION.

Totals

Total revenue
$67,940
Total expenses
$39,379
Contributions and grants received
$27,955
Grants paid
$36,700
Program service revenue
$0
Investment income
$30,223
Other revenue
$9,762
Total assets, end of year
$615,061
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$615,061
Program services expenses (Part IX)
$38,200
Management and general expenses
$1,179
Fundraising expenses
$0
Program service expenses (Part III)
$38,200

Program services were 97.0% 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

    $27,955

  • 3 · Investment income

    total $26,588 · excluded $26,588

  • 7a · Gross sales of assets other than inventory

    securities $22,500

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

    securities $18,865

  • 7c · Gain or loss

    securities $3,635

  • 7d · Net gain or loss

    total $3,635 · excluded $3,635

  • 8a · Fundraising events: gross income

    $31,730

  • 8b · Fundraising events: direct expenses

    $21,968

  • 8c · Net income from fundraising events

    total $9,762

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,700 · program services $16,700

  • 2 · Grants to domestic individuals

    total $20,000 · program services $20,000

  • 5 · Compensation of officers, directors and key employees

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

  • 11c · Fees: accounting

    total $979 · management and general $979

  • 24a · Other expenses: OHIO AG FILING

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $39,512 · end of year $43,850

  • 2 · Savings and temporary cash investments

    beginning of year $42,684 · end of year $38,131

  • 11 · Investments: publicly traded securities

    beginning of year $504,304 · end of year $533,080

  • 27 · Net assets without donor restrictions

    beginning of year $586,500 · end of year $615,061

Mission and programs · 2023

Mission

ORGANIZE SEVERAL FUNDRAISERS SUCH AS AN ANNUAL GOLF OUTING TO RAISE FUNDS TO SPONSOR A SCHOLARSHIP FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS.

  • ORGANIZE SEVERAL FUNDRAISERS SUCH AS AN ANNUAL GOLF OUTING TO RAISE FUNDS TO SPONSOR A SCHOLARSHIP FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS.

    Expenses $38,200 · Grants $36,700

As filed on the 2023 return.

Listed in Part VII

  • David Coffman

    TREASURER

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jim Elter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • George Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Lisa Janszen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • David Read

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Robert Slavens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Daniel Stanley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Dennis Strohm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Steve Brown

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

  • William McLoughlin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tom Staebler

    VICE PRESIDE

    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

Provenance

Return type
form_990
Tax year
2023
Filed
24 January 2024
IRS schema version
2023v4.0
Source object
202420339349301407

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