Totals
- Total revenue
- $459,471
- Total expenses
- $410,220
- Contributions and grants received
- $394,374
- Grants paid
- $212,914
- Program service revenue
- $62,203
- Investment income
- $2,894
- Other revenue
- $0
- Total assets, end of year
- $180,937
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $180,937
- Program services expenses (Part IX)
- $390,733
- Management and general expenses
- $19,487
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $390,733
Program services were 95.2% 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.
-
1b · Membership dues
$172,647
-
1f · All other contributions, gifts and grants
$221,727
-
2a · Program service revenue: REGISTRATION FEES
total $41,203 · related or exempt $41,203
-
2b · Program service revenue: YOUTH EXCHANGE
total $21,000 · related or exempt $21,000
-
3 · Investment income
total $2,894 · excluded $2,894
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $204,164 · program services $204,164
-
2 · Grants to domestic individuals
total $8,750 · program services $8,750
-
11c · Fees: accounting
total $4,600 · management and general $4,600
-
12 · Advertising and promotion
total $444 · management and general $444
-
13 · Office expenses
total $10,072 · management and general $10,072
-
14 · Information technology
total $3,890 · management and general $3,890
-
19 · Conferences, conventions and meetings
total $108,787 · program services $108,787
-
23 · Insurance
total $420 · management and general $420
-
24a · Other expenses: GOVERNOR'S SUPPORT
total $44,087 · program services $44,087
-
24b · Other expenses: YOUTH SERVICE PROGRAMS
total $24,945 · program services $24,945
-
24c · Other expenses: FL ANNUAL REPORT
total $61 · management and general $61
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,276 · end of year $76,314
-
2 · Savings and temporary cash investments
beginning of year $101,410 · end of year $104,623
-
27 · Net assets without donor restrictions
beginning of year $128,686 · end of year $180,253
-
28 · Net assets with donor restrictions
beginning of year $3,000 · end of year $684
Mission and programs · 2023
Mission
PROMOTE SOCIAL WELFARE
Activities or mission (Part I)
PROMOTE SOCIAL WELFARE.
-
ROTARY DISTRICT & GLOBAL GRANTS - ROTARY INTERNATIONAL RETURNS A PORTION OF FUNDS SENT TO THE ROTARY FOUNDATION FOR OUR DISTRICT TO USE FOR LOCAL CHARITABLE PROJECTS. THIS INCLUDES FOOD FOR THE NEEDY, LITERACY PROGRAMS, SCHOOL SUPPLIES AND COMMUNITY BEAUTIFICATION AND HEALTH CARE. STUDENT PROGRAMS - THE DISTRICT SUPPORTS FOREIGN EXCHANGE STUDENTS AND A HIGH SCHOOL STUDENT LEADERSHIP FORUM.
Expenses $204,164 · Grants $204,164
-
THE DISTRICT CONDUCTS FORUMS, SEMINARS, ASSEMBLIES AND DISTRICT CONFERENCES TO TRAIN CLUB MEMBERS, ELECTED CLUB OFFICERS, AND DISTRICT OFFICERS IN THE PROPER PERFORMANCE OF THEIR DUTIES IN THEIR SPECIFIC OFFICES TO INCLUDE RUNNING THEIR CLUBS, COORDINATION OF LOCAL HUMANITARIAN PROJECTS, AND THE SUPPORT OF ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION IN THEIR WORLD WIDE PROJECTS.
Expenses $108,787 · Revenue $41,203
-
THE DISTRICT REIMBURSES THE DISTRICT GOVERNOR, DISTRICT GOVERNOR-ELECT, AND THE DISTRICT GOVERNOR-NOMINEE FOR ACTUAL OUT-OF-POCKET EXPENSES INCURRED TO PERFORM THEIR DUTIES IN MANAGING THE DISTRICT. THESE EXPENSES INCLUDE TRAVEL TO REQUIRED ROTARY INTERNATIONAL CONFERENCES AND ZONE MEETINGS, TRAVEL TO EACH CLUB IN THE DISTRICT, AND OFFICE SUPPLY EXPENSES.
Expenses $44,087
-
OTHER PROGRAM SERVICES INCLUDES YOUTH SERVICE PROGRAMS AND RELATED GRANTS TO STUDENTS FOR FOREIGN EXCHANGE PROGRAM EXPENSES.
Expenses $33,695 · Grants $8,750 · Revenue $21,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alfred Current IIIALFRED CURRENT III
DISTRICT GOVERNOR
- Total calculated
- $0
- Hours/week
- 30
-
Kelsey MitchellKELSEY MITCHELL
DISTRICT GOVERNOR-ELECT
- Total calculated
- $0
- Hours/week
- 10
-
Gerard SolaGERARD SOLA
DISTRICT GOVERNOR-NOMINEE
- Total calculated
- $0
- Hours/week
- 5
-
Sherry PenfieldSHERRY PENFIELD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Richard HallRICHARD HALL
TREASURER
- Total calculated
- $0
- Hours/week
- 20
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
-
$29,217
FUNDING FOR BOOKS FOR KIDS PROMOTING LITERACY AND TO HELP FUND THE GREENBROOK COMMUNITY MICROFOREST PROJECT.
-
COMMUNINTY LITERACY, LEARNING AND HEALTH GRANT AND FEEDING OUR COMMUNITY FAMILIES GRANT FOR MATERNAL AND CHILD HEALTH.
-
FUNDING FOR MEALS OF HOPE AND FUNDING FOR BABY BASICS DIAPER DISTRIBUTION CENTER
-
$11,930
FUNDING FOR A KINDERGARTEN EARLY LEARNING PROJECT.
-
FUNDING FOR A LITERACY PROGRAM FOR LEE COUNTY SCHOOLS AND FUNDING FOR A WATER SAFETY PROGRAM.
-
EDUCATIONAL SCHOLARSHIPS AND FUNDING FOR A WATER SAFETY PROGRAM.
-
POLIO PLUS FUND FOR THE ERADICATION OF POLIO.
-
$10,000
DISASTER RELIEF
-
YOUTH LEADERSHIP PROGRAM
-
$7,500
RYLA FOOD PACKING.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510369349300816
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.