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← SOROPTIMIST WELFARE FUND

Form 990 for tax year 2023

Filed by SOROPTIMIST WELFARE FUND.

Totals

Total revenue
$54,556
Total expenses
$86,305
Contributions and grants received
$1,100
Grants paid
$68,039
Program service revenue
$0
Investment income
$53,456
Other revenue
$0
Total assets, end of year
$861,182
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$861,182
Program services expenses (Part IX)
$72,104
Management and general expenses
$14,201
Fundraising expenses
$0
Program service expenses (Part III)
$72,104

Program services were 83.5% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $1,100

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $16,928 · related or exempt $0 · unrelated business $0 · excluded $16,928

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $420,309 · other assets $0

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

    securities $383,781 · other assets $0

  • 7c · Gain or loss

    securities $36,528 · other assets $0

  • 7d · Net gain or loss

    total $36,528 · related or exempt $0 · unrelated business $0 · excluded $36,528

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

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $58,039 · program services $58,039

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 11c · Fees: accounting

    total $3,547 · program services $0 · management and general $3,547 · fundraising $0

  • 11f · Fees: investment management

    total $9,609 · program services $0 · management and general $9,609 · fundraising $0

  • 13 · Office expenses

    total $4,422 · program services $4,065 · management and general $357 · fundraising $0

  • 23 · Insurance

    total $688 · program services $0 · management and general $688 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,741 · end of year $4,210

  • 11 · Investments: publicly traded securities

    beginning of year $812,985 · end of year $856,972

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $824,726 · end of year $861,182

Mission and programs · 2023

Mission

To improve the lives of women and girls through programs leading to social and economic empowerment.

Activities or mission (Part I)

The Foundation's mission is to provide philanthropy, voluntarism, service and grantmaking in support of other 501(c)(3) public charities which seek to improve the lives of women and girls in greater Kansas City.

  • Service Objective Awards - The organization awards grants to 501(C)(3) organizations in support of the organization's mission which seeks to improve the lives of women and girls in greater Kansas City. During 2023-24 fiscal year, Soroptimist awarded a total of $58,039 in Service Objective Awards. Organizations receiving awards included: Mother's Refuge for education and Expansion of Motherhood steps; Transition Zone for Youth Enterprenureship; Gateway of Hope for Mental Health Scholarships; Salvation Army to assist non-insured women; Safehome for domestic shelter residents; Jackson County CASA for healthy transitions for youth; Hilcrest Transitional Housing to sponsor a transitional apartment; The Whole Person for tutoring services for deaf/hard of hearing girls.

    Expenses $58,039 · Grants $58,039

  • Recognition Programs - Each year Soroptimist presents 3 "Live Your Dream Awards." The Live Your Dream Awards assist women who provide the primary source of financial support for their families by giving them the resources they need to improve their education, skills, and employment prospects. Five volunteers judge and select multiple applicants by reviewing the applications of each applicant then conducting a formal judging process in which each woman is interviewed individually.

    Expenses $10,000 · Grants $10,000

  • The Soroptimist Foundation funds a grant to the Soroptimist International of Kansas City Club to assist the Club in the fundraising services it provides for the Foundation. The award totaled $4,065.

    Expenses $4,065 · Grants $4,065

As filed on the 2023 return.

Listed in Part VII

  • Candy Routledge

    Chair

    Total calculated
    $0
    Hours/week
    0.25
  • Jerri Cofran

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.25
  • Tanya Johannes

    Secretary

    Total calculated
    $0
    Hours/week
    0.25
  • Marie Parker

    Treasurer

    Total calculated
    $0
    Hours/week
    0.4
  • Marcia Boutz

    Individual Trustee

    Total calculated
    $0
    Hours/week
    0.25
  • Danielle Sidney

    Individual Trustee

    Total calculated
    $0
    Hours/week
    0.25

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

  • Mother's Refuge provides shelter and education for homeless pregnant young women that leads the way to prevent and end homelessness in Kansas City by providing housing and services that inspire hope. A grant of $7,000 was given to provide education and Expansion of Motherhood steps.

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
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349309438

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