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Nonprofiteer
← MARSHFIELD ROTARY FOUNDATION INC

Form 990 for tax year 2023

Filed by MARSHFIELD ROTARY FOUNDATION INC.

Totals

Total revenue
$85,517
Total expenses
$82,453
Contributions and grants received
$156,208
Grants paid
$80,000
Program service revenue
$0
Investment income
$7,095
Other revenue
-$77,786
Total assets, end of year
$253,118
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$253,118
Program services expenses (Part IX)
$80,000
Management and general expenses
$2,453
Fundraising expenses
$0
Program service expenses (Part III)
$80,000

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.

  • 1c · Fundraising events

    $152,789

  • 1f · All other contributions, gifts and grants

    $3,419

  • 3 · Investment income

    total $4,120 · excluded $4,120

  • 7a · Gross sales of assets other than inventory

    securities $2,975

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

    securities $0

  • 7c · Gain or loss

    securities $2,975

  • 7d · Net gain or loss

    total $2,975 · excluded $2,975

  • 8a · Fundraising events: gross income

    $0

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

    $152,789

  • 8b · Fundraising events: direct expenses

    $77,786

  • 8c · Net income from fundraising events

    total -$77,786 · excluded -$77,786

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $80,000 · program services $80,000

  • 11f · Fees: investment management

    total $2,428 · management and general $2,428

  • 24a · Other expenses: SUPPLIES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $65,976 · end of year $72,532

  • 12 · Investments: other securities

    beginning of year $169,599 · end of year $180,586

  • 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 $235,575 · end of year $253,118

Listed in Part VII

  • KAELIE GOMEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PEGGY SUE BEHSELICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE WAGNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BECKY HUEBNER-LEU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONI NIENAST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANE MEISSNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RICHMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN BAUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACKIE ZOELLNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAMMY SCHUELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN BAUER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHANNON NIENAST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARYANN LIPPERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEX LENDVED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE CLOUSE

    MRC TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DENISE SONNEMANN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LAUREL PETERSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID VALLE

    MRF TREASURER

    Total calculated
    $0
    Hours/week
    3

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
13 January 2025
IRS schema version
2023v6.0
Source object
202520299349300237

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