Civic Intelligence

Chariho Rotary Foundation Inc

EIN 05-0498611 • 501(c)3 • Hope Valley, RI

Profile

To promote charitable and social programs in the local community.

PO Box 543Hope Valley, RI 02832

www.charihorotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

1.4%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$712,043

Up $50,639 (+7.7%) from 2024

Liabilities

Down

$0

Down $19,308 (-100%) from 2024

Net Assets

Up

$712,043

Up $69,947 (+11%) from 2024

Revenue

Up

$98,320

Up $1,390 (+1.4%) from 2024

Expenses

Down

$44,079

Down $27,896 (-39%) from 2024

Net Income

Up

$54,241

Up $29,286 (+117%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $334,842Liabilities 2011: $02011Assets 2012: $317,361Liabilities 2012: $02012Assets 2013: $332,894Liabilities 2013: $0Net Assets 2013: $332,8942013Assets 2014: $374,240Liabilities 2014: $0Net Assets 2014: $374,2402014Assets 2015: $379,319Liabilities 2015: $0Net Assets 2015: $379,3192015Assets 2016: $381,251Liabilities 2016: $0Net Assets 2016: $381,2512016Assets 2017: $443,512Liabilities 2017: $0Net Assets 2017: $443,5122017Assets 2018: $479,329Liabilities 2018: $0Net Assets 2018: $479,3292018Assets 2019: $510,999Liabilities 2019: $0Net Assets 2019: $510,9992019Assets 2020: $493,702Liabilities 2020: $0Net Assets 2020: $493,7022020Assets 2021: $629,147Liabilities 2021: $0Net Assets 2021: $629,1472021Assets 2022: $523,644Liabilities 2022: $0Net Assets 2022: $523,6442022Assets 2023: $570,948Liabilities 2023: $0Net Assets 2023: $570,9482023Assets 2024: $661,404Liabilities 2024: $19,308Net Assets 2024: $642,0962024Assets 2025: $712,043Liabilities 2025: $0Net Assets 2025: $712,0432025

Highlighted filing

2025

Assets$712,043
Liabilities$0
Net Assets$712,043

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $119,962Expenses 2011: $132,839Net Income 2011: -$12,8772011Revenue 2012: $89,200Expenses 2012: $106,681Net Income 2012: -$17,4812012Revenue 2013: $37,067Expenses 2013: $53,453Net Income 2013: -$16,3862013Revenue 2014: $68,777Expenses 2014: $47,498Net Income 2014: $21,2792014Revenue 2015: $83,531Expenses 2015: $59,761Net Income 2015: $23,7702015Revenue 2016: $71,305Expenses 2016: $47,402Net Income 2016: $23,9032016Revenue 2017: $79,355Expenses 2017: $46,493Net Income 2017: $32,8622017Revenue 2018: $55,758Expenses 2018: $29,093Net Income 2018: $26,6652018Revenue 2019: $78,074Expenses 2019: $39,659Net Income 2019: $38,4152019Revenue 2020: $37,582Expenses 2020: $40,039Net Income 2020: -$2,4572020Revenue 2021: $94,111Expenses 2021: $54,568Net Income 2021: $39,5432021Revenue 2022: $89,588Expenses 2022: $67,753Net Income 2022: $21,8352022Revenue 2023: $68,548Expenses 2023: $61,396Net Income 2023: $7,1522023Revenue 2024: $96,930Expenses 2024: $71,975Net Income 2024: $24,9552024Revenue 2025: $98,320Expenses 2025: $44,079Net Income 2025: $54,2412025

Highlighted filing

2025

Revenue$98,320
Expenses$44,079
Net Income$54,241

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.98$0.44$0.54
2024Detailed filing. Detailed filing data is available for this year.$6.61$0.19$6.42$0.97$0.72$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.69$0.61$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.90$0.68$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.94$0.55$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.38$0.40$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.78$0.40$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.56$0.29$0.27
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.79$0.46$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.71$0.47$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.84$0.60$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.69$0.47$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.00$3.33$0.37$0.53$0.16
2012Summary only. Only limited summary data is available for this year.$3.17$0.00$0.89$1.07$0.17
2011Summary only. Only limited summary data is available for this year.$3.35$0.00$1.20$1.33$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 6, 2025
Return Version
2024v5.0
Gross Receipts
$208,462
Mission and Program Overview

Mission

The mission of the chariho rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty locally, nationally, and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$654,800$684,883▲ $30,083
Cash and Non-Interest-Bearing Accounts$2$21,385▲ $21,383
Land, Buildings, and Equipment, Net$6,602$5,775▼ $827
Total Assets$661,404$712,043▲ $50,639
Liabilities
Other Liabilities$19,308--
Total Liabilities$19,308$0▼ $19,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$642,096$712,043▲ $69,947
Total Net Assets Fund Balance$642,096$712,043▲ $69,947
Total Liabilities and Net Assets / Fund Balance$661,404$712,043▲ $50,639

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,775$6,635$12,410
Compensation and Service Providers

Board Members and Trustees

NameTitle
Douglas Randall IvPresident
Hannah DuschaPresident El
Edward SmithClub Service
Jeanne AbateCommunity Se
Louise DinsmoreInternationa
Larry DunnPast Preside
Beth HoganSeargent at
Abby NeillSecretary
Heather EklofTreasurer
David HenleyVocational S
Timothy BabcockYouth Progra
Revenue and Support

Revenue Composition

Contributions and Grants
$44,031
Program Service Revenue
$0
Investment Income
$54,605
Other Revenue
$-316
All Other Contributions
$474
Change in Net Assets
$54,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,550-$2,550
Fees for Service Investment Mgmnt Fees-$2,226-$2,226
Other Expenses$16$72-$16
All Other Expenses$3--$3
Total Functional Expenses$38,917$5,162$0$44,079
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,232
Fundraising Gross Income$32,916
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$42,158$18,056$3,797$14,259
Washington Coun$28,905$12,760$2,058$10,702
Total Events$76,473$32,916$33,232$-316
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Full board review and vote takes place before signing off on 990.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Chariho Rotary Foundation Inc
EIN
05-0498611
Address
PO BOX 543, HOPE VALLEY, RI 02832

Signing Officer

Name
Heather Eklof
Title
Treasurer
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Eklof
Formed
2000
Legal Domicile
Ri
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
107 AIRPORT RD, WESTERLY, RI 02891-3420
Preparer
K Elise Vonhousen CPA
Phone
4015962000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the chariho rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty locally, nationally, and internationally.

Form 990, Page 2, Part III, Line 4A

Community giving (local, national and international): rotary zones 33-34 foundation- hurricane helene disaster relief -2,000 domestic violence resource center of south county- support operations for the helpline and drop-in center for dvrc of south county- 1,500 rican- rhode island center assisting those in need-provide financial support to assist with the mission to provide food and personal items to the local community- 2,000 warm center of westerly-provide support for children's summer lunch program- 1,500 chris collins foundation- grow and expand peer-to-peer mental health awareness program- 3,500 ocean community ymca- purchase a water bottle filling station and support the ycares financial assistance program- 5,800 south county museum- assistance to purchase two sewing machines- 500 richmond elementary school- financial assistance to the school's kindness club- 1,500 provide assistance to a local family that lost both parents- 4,826.62 the rotary foundation-ghana water project- provide financial assistance to global grant clean water project- 500.00 chikumbuso is a grassroots project in ng'ombe, zambia. It provides an alternative lifestyle to the most vulnerable women and children, as well as adult training and capacity building, income generating activities and community building programs-1,500 frank olean center-purchase equipment to assist with their mission to help those with disabilities to thrive- 750 johnnycake of westerly- support johnnycake's emergency financial assistance needs for the chariho residents struggling with housing, fuel and medical expenses- 1,500 maddie potts fondation-fund the purchase of 150 copies of "lives unfinished: parents' reflections on child loss" for local hospitals, police departments and other organized grief and support groups- 1,500 the rotary foundation- support funding a rotary sponsored global grant which will provide a sustainable clean water and sanitation system for the village of xecoxol, guatemala- 1,500 rotary youth leadership- sponsored one student to go to leadership weekend-400 wood river health-500

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IRS990/Desc0COMMUNITY GIVING (LOCAL, NATIONAL AND INTERNATIONAL): ROTARY ZONES 33-34 FOUNDATION- HURRICANE HELENE DISASTER RELIEF -2,000 DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY- SUPPORT OPERATIONS FOR THE HELPLINE AND DROP-IN CENTER FOR DVRC OF SOUTH COUNTY- 1,500 RICAN- RHODE ISLAND CENTER ASSISTING THOSE IN NEED-PROVIDE FINANCIAL SUPPORT TO ASSIST WITH THE MISSION TO PROVIDE FOOD AND PERSONAL ITEMS TO THE LOCAL COMMUNITY- 2,000 WARM CENTER OF WESTERLY-PROVIDE SUPPORT FOR CHILDREN'S SUMMER LUNCH PROGRAM- 1,500 CHRIS COLLINS FOUNDATION- GROW AND EXPAND PEER-TO-PEER MENTAL HEALTH AWARENESS PROGRAM- 3,500 OCEAN COMMUNITY YMCA- PURCHASE A WATER BOTTLE FILLING STATION AND SUPPORT THE YCARES FINANCIAL ASSISTANCE PROGRAM- 5,800 SOUTH COUNTY MUSEUM- ASSISTANCE TO PURCHASE TWO SEWING MACHINES- 500 RICHMOND ELEMENTARY SCHOOL- FINANCIAL ASSISTANCE TO THE SCHOOL'S KINDNESS CLUB- 1,500 PROVIDE ASSISTANCE TO A LOCAL FAMILY THAT LOST BOTH PARENTS- 4,826.62 THE ROTARY FOUNDATION-GHANA WATER PROJECT- PROVIDE FINANCIAL ASSISTANCE TO GLOBAL GRANT CLEAN WATER PROJECT- 500.00 CHIKUMBUSO IS A GRASSROOTS PROJECT IN NG'OMBE, ZAMBIA. IT PROVIDES AN ALTERNATIVE LIFESTYLE TO THE MOST VULNERABLE WOMEN AND CHILDREN, AS WELL AS ADULT TRAINING AND CAPACITY BUILDING, INCOME GENERATING ACTIVITIES AND COMMUNITY BUILDING PROGRAMS-1,500 FRANK OLEAN CENTER-PURCHASE EQUIPMENT TO ASSIST WITH THEIR MISSION TO HELP THOSE WITH DISABILITIES TO THRIVE- 750 JOHNNYCAKE OF WESTERLY- SUPPORT JOHNNYCAKE'S EMERGENCY FINANCIAL ASSISTANCE NEEDS FOR THE CHARIHO RESIDENTS STRUGGLING WITH HOUSING, FUEL AND MEDICAL EXPENSES- 1,500 MADDIE POTTS FONDATION-FUND THE PURCHASE OF 150 COPIES OF "LIVES UNFINISHED: PARENTS' REFLECTIONS ON CHILD LOSS" FOR LOCAL HOSPITALS, POLICE DEPARTMENTS AND OTHER ORGANIZED GRIEF AND SUPPORT GROUPS- 1,500 THE ROTARY FOUNDATION- SUPPORT FUNDING A ROTARY SPONSORED GLOBAL GRANT WHICH WILL PROVIDE A SUSTAINABLE CLEAN WATER AND SANITATION SYSTEM FOR THE VILLAGE OF XECOXOL, GUATEMALA- 1,500 ROTARY YOUTH LEADERSHIP- SPONSORED ONE STUDENT TO GO TO LEADERSHIP WEEKEND-400 WOOD RIVER HEALTH-500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE CHARIHO ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY LOCALLY, NATIONALLY, AND INTERNATIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY GIVING (LOCAL, NATIONAL AND INTERNATIONAL): ROTARY ZONES 33-34 FOUNDATION- HURRICANE HELENE DISASTER RELIEF -2,000 DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY- SUPPORT OPERATIONS FOR THE HELPLINE AND DROP-IN CENTER FOR DVRC OF SOUTH COUNTY- 1,500 RICAN- RHODE ISLAND CENTER ASSISTING THOSE IN NEED-PROVIDE FINANCIAL SUPPORT TO ASSIST WITH THE MISSION TO PROVIDE FOOD AND PERSONAL ITEMS TO THE LOCAL COMMUNITY- 2,000 WARM CENTER OF WESTERLY-PROVIDE SUPPORT FOR CHILDREN'S SUMMER LUNCH PROGRAM- 1,500 CHRIS COLLINS FOUNDATION- GROW AND EXPAND PEER-TO-PEER MENTAL HEALTH AWARENESS PROGRAM- 3,500 OCEAN COMMUNITY YMCA- PURCHASE A WATER BOTTLE FILLING STATION AND SUPPORT THE YCARES FINANCIAL ASSISTANCE PROGRAM- 5,800 SOUTH COUNTY MUSEUM- ASSISTANCE TO PURCHASE TWO SEWING MACHINES- 500 RICHMOND ELEMENTARY SCHOOL- FINANCIAL ASSISTANCE TO THE SCHOOL'S KINDNESS CLUB- 1,500 PROVIDE ASSISTANCE TO A LOCAL FAMILY THAT LOST BOTH PARENTS- 4,826.62 THE ROTARY FOUNDATION-GHANA WATER PROJECT- PROVIDE FINANCIAL ASSISTANCE TO GLOBAL GRANT CLEAN WATER PROJECT- 500.00 CHIKUMBUSO IS A GRASSROOTS PROJECT IN NG'OMBE, ZAMBIA. IT PROVIDES AN ALTERNATIVE LIFESTYLE TO THE MOST VULNERABLE WOMEN AND CHILDREN, AS WELL AS ADULT TRAINING AND CAPACITY BUILDING, INCOME GENERATING ACTIVITIES AND COMMUNITY BUILDING PROGRAMS-1,500 FRANK OLEAN CENTER-PURCHASE EQUIPMENT TO ASSIST WITH THEIR MISSION TO HELP THOSE WITH DISABILITIES TO THRIVE- 750 JOHNNYCAKE OF WESTERLY- SUPPORT JOHNNYCAKE'S EMERGENCY FINANCIAL ASSISTANCE NEEDS FOR THE CHARIHO RESIDENTS STRUGGLING WITH HOUSING, FUEL AND MEDICAL EXPENSES- 1,500 MADDIE POTTS FONDATION-FUND THE PURCHASE OF 150 COPIES OF "LIVES UNFINISHED: PARENTS' REFLECTIONS ON CHILD LOSS" FOR LOCAL HOSPITALS, POLICE DEPARTMENTS AND OTHER ORGANIZED GRIEF AND SUPPORT GROUPS- 1,500 THE ROTARY FOUNDATION- SUPPORT FUNDING A ROTARY SPONSORED GLOBAL GRANT WHICH WILL PROVIDE A SUSTAINABLE CLEAN WATER AND SANITATION SYSTEM FOR THE VILLAGE OF XECOXOL, GUATEMALA- 1,500 ROTARY YOUTH LEADERSHIP- SPONSORED ONE STUDENT TO GO TO LEADERSHIP WEEKEND-400 WOOD RIVER HEALTH-500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FULL BOARD REVIEW AND VOTE TAKES PLACE BEFORE SIGNING OFF ON 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER EKLOF
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARIHO ROTARY FOUNDATION INC
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ReturnHeader/Filer/EIN0050498611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 543
ReturnHeader/Filer/USAddress/CityNm0HOPE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002832
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 AIRPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTERLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028913420
ReturnHeader/PreparerPersonGrp/PhoneNum04015962000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K ELISE VONHOUSEN CPA
ReturnHeader/ReturnTs02025-10-16T08:59:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30

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