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← WESTERVILLE ROTARY FOUNDATION

Form 990 for tax year 2025

Filed by WESTERVILLE ROTARY FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2025 , filed 30 July 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$98,212 changed to $67,844
Total expenses
$39,699 changed to $17,358
Contributions and grants received
$30,211 changed to $36,953
Grants paid
$33,494 changed to $5,000
Investment income
$53,377 changed to $31,981
Other revenue
$14,624 changed to -$1,090
Total assets, end of year
$713,605 changed to $792,942
Total liabilities, end of year
$0 changed to $28,851
Net assets or fund balances, end of year
$713,605 changed to $764,091
Program services expenses
$34,994 changed to $16,458
Management and general expenses
$4,705 changed to $900
Program service expenses (Part III)
$34,994 changed to $16,458

Listed only on the earlier return

  • John Powell
  • Lisa Janszen

Listed only on the later return

  • Don Bennett
  • Sue Hoelscher
  • Tom Staebler

Totals

Total revenue
$98,212
Total expenses
$39,699
Contributions and grants received
$30,211
Grants paid
$33,494
Program service revenue
$0
Investment income
$53,377
Other revenue
$14,624
Total assets, end of year
$713,605
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$713,605
Program services expenses (Part IX)
$34,994
Management and general expenses
$4,705
Fundraising expenses
$0
Program service expenses (Part III)
$34,994

Program services were 88.1% 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

    $30,211

  • 3 · Investment income

    total $53,377 · excluded $53,377

  • 8a · Fundraising events: gross income

    $38,000

  • 8b · Fundraising events: direct expenses

    $23,376

  • 8c · Net income from fundraising events

    total $14,624

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,500 · program services $7,500

  • 2 · Grants to domestic individuals

    total $25,994 · program services $25,994

  • 5 · Compensation of officers, directors and key employees

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

  • 11c · Fees: accounting

    total $1,087 · management and general $1,087

  • 24a · Other expenses: SUPPLIES

    total $1,715 · management and general $1,715

  • 24b · Other expenses: CLUB STUDENT COSTS

    total $1,536 · management and general $1,536

  • 24c · Other expenses: OHIO AG FILING

    total $200 · management and general $200

  • 24d · Other expenses: BANK CHARGES

    total $167 · management and general $167

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43,912 · end of year $56,548

  • 2 · Savings and temporary cash investments

    beginning of year $39,708 · end of year $32,951

  • 11 · Investments: publicly traded securities

    beginning of year $571,472 · end of year $624,106

  • 27 · Net assets without donor restrictions

    beginning of year $655,092 · end of year $713,605

Mission and programs · 2025

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 $34,994 · Grants $33,494

As filed on the 2025 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

  • George Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Lisa Janszen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Nichole Marshall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Lee Schockling

    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
    1

  • William McLoughlin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Powell

    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
3 February 2026
IRS schema version
2025v4.0
Source object
202600439349301030

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