Form 990 for tax year 2023
Filed by SOUTH EVERETT MUKILTEO ROTARY FOUNDATION.
Totals
- Total revenue
- $213,383
- Total expenses
- $192,660
- Contributions and grants received
- $97,253
- Grants paid
- $177,232
- Program service revenue
- $0
- Investment income
- $35,708
- Other revenue
- $80,422
- Total assets, end of year
- $862,320
- Total liabilities, end of year
- $37,834
- Net assets or fund balances, end of year
- $824,486
- Program services expenses (Part IX)
- $177,232
- Management and general expenses
- $15,428
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $177,232
Program services were 92.0% 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.
-
1c · Fundraising events
$36,733
-
1f · All other contributions, gifts and grants
$60,520
-
3 · Investment income
total $27,611 · excluded $27,611
-
7a · Gross sales of assets other than inventory
securities $31,088
-
7b · Less cost or other basis and sales expenses
securities $22,991
-
7c · Gain or loss
securities $8,097
-
7d · Net gain or loss
total $8,097 · excluded $8,097
-
8a · Fundraising events: gross income
$137,679
-
8a · Fundraising events: contributions included on line 1c
$36,733
-
8b · Fundraising events: direct expenses
$57,257
-
8c · Net income from fundraising events
total $80,422 · excluded $80,422
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $106,985 · program services $106,985
-
2 · Grants to domestic individuals
total $70,247 · program services $70,247
-
11c · Fees: accounting
total $3,325 · management and general $3,325
-
11f · Fees: investment management
total $5,050 · management and general $5,050
-
14 · Information technology
total $49 · management and general $49
-
19 · Conferences, conventions and meetings
total $2,000 · management and general $2,000
-
24a · Other expenses: ADMINISTRATIVE SUPPORT
total $3,600 · management and general $3,600
-
24b · Other expenses: BANK SERVICE CHARGES
total $1,247 · management and general $1,247
-
24c · Other expenses: MISCELLANEOUS
total $157 · management and general $157
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $66,745 · end of year $57,679
-
2 · Savings and temporary cash investments
beginning of year $227,745 · end of year $246,876
-
3 · Pledges and grants receivable
beginning of year $1,000 · end of year $4,000
-
10a · Land, buildings and equipment: cost or other basis
$2,414
-
10b · Land, buildings and equipment: accumulated depreciation
$2,414
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $489,412 · end of year $553,765
-
15 · Other assets
beginning of year $1,786 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $3,194 · end of year $9,228
-
18 · Grants payable
beginning of year $12,506 · end of year $28,606
-
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 $770,988 · end of year $824,486
Mission and programs · 2023
Mission
FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS.
-
PARTNERSHIP WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, EDUCATION, YOUTH ACTIVITIES, SENIOR ACTIVITIES, AND LOW INCOME CITIZENS.
Expenses $85,985 · Grants $85,985
-
INTERNATIONAL PROJECTS WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT EDUCATION AND QUALITY OF LIFE AND HEALTH FOR CITIZENS.
Expenses $21,000 · Grants $21,000
-
SCHOLARSHIP AND LEADERSHIP PROGRAMS FOR STUDENTS OF LOCAL HIGH SCHOOLS AND ANNUAL APPLICATION PROCESS. AWARDS ARE BASED ON ACHIEVEMENT AND NEED.
Expenses $70,247 · Grants $70,247
As filed on the 2023 return.
Listed in Part VII
-
Dan StoneDAN STONE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Sharon BerrySHARON BERRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Julie LienhardJULIE LIENHARD
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Mike BartlettMIKE BARTLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terri StefnikTERRI STEFNIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lorna CorriganLORNA CORRIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vern AllenVERN ALLEN
DIRECTOR
- 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
-
HANDS FOR PEACEMAKING FOUNDATION
$10,000
HANDS FOR PEACEMAKING WORKS THROUGH A MYRIAD OF PROJECTS AIMED AT INCREASING THE QUALITY OF LIFE, HEALTH AND EDUCATION FOR GUATEMALA'S POOR.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349308132
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