Civic Intelligence

Ann Arbor Rotary Foundation

990 • Fiscal year 2021 • EIN 38-6092093

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 07, 2022

Organization ProfileWWW.A2ROTARY.ORG
PO Box 131217Ann Arbor, MI 48113-1217

(734) 662-1734

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.45x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

67th percentile

24%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$55,200

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

37%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,148,918

Up $846,876 (+37%) from 2020

Net Assets

Up

$3,034,482

Up $769,465 (+34%) from 2020

Liabilities

Up

$114,436

Up $77,411 (+209%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin67th percentile

Revenue

Down

$254,408

Down $78,870 (-24%) from 2020

Expenses

Down

$193,807

Down $85,840 (-31%) from 2020

Net Income

Up

$60,601

Up $6,970 (+13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,352,609Liabilities 2011: $58,434Net Assets 2011: $1,294,1752011Assets 2012: $1,361,391Liabilities 2012: $34,615Net Assets 2012: $1,326,7762012Assets 2013: $1,573,415Liabilities 2013: $47,393Net Assets 2013: $1,526,0222013Assets 2014: $2,049,771Liabilities 2014: $61,858Net Assets 2014: $1,987,9132014Assets 2015: $2,358,791Liabilities 2015: $68,960Net Assets 2015: $2,289,8312015Assets 2016: $2,293,284Liabilities 2016: $61,313Net Assets 2016: $2,231,9712016Assets 2017: $2,088,710Liabilities 2017: $56,712Net Assets 2017: $2,031,9982017Assets 2018: $2,226,958Liabilities 2018: $37,710Net Assets 2018: $2,189,2482018Assets 2019: $2,291,537Liabilities 2019: $33,206Net Assets 2019: $2,258,3312019Assets 2020: $2,302,042Liabilities 2020: $37,025Net Assets 2020: $2,265,0172020Assets 2021: $3,148,918Liabilities 2021: $114,436Net Assets 2021: $3,034,4822021Assets 2022: $2,520,644Liabilities 2022: $106,376Net Assets 2022: $2,414,2682022Assets 2023: $2,738,889Liabilities 2023: $63,789Net Assets 2023: $2,675,1002023Assets 2025: $3,592,685Liabilities 2025: $32,228Net Assets 2025: $3,560,4572025

Highlighted filing

2021

Assets$3,148,918
Liabilities$114,436
Net Assets$3,034,482
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $189,879Expenses 2011: $185,365Net Income 2011: $4,5142011Expenses 2012: $164,8422012Revenue 2013: $236,499Expenses 2013: $176,282Net Income 2013: $60,2172013Revenue 2014: $405,667Expenses 2014: $185,808Net Income 2014: $219,8592014Revenue 2015: $642,899Expenses 2015: $191,050Net Income 2015: $451,8492015Revenue 2016: $395,894Expenses 2016: $250,393Net Income 2016: $145,5012016Revenue 2017: $539,797Expenses 2017: $948,028Net Income 2017: -$408,2312017Revenue 2018: $255,536Expenses 2018: $251,064Net Income 2018: $4,4722018Revenue 2019: $389,260Expenses 2019: $254,979Net Income 2019: $134,2812019Revenue 2020: $333,278Expenses 2020: $279,647Net Income 2020: $53,6312020Revenue 2021: $254,408Expenses 2021: $193,807Net Income 2021: $60,6012021Revenue 2022: $301,318Expenses 2022: $221,855Net Income 2022: $79,4632022Revenue 2023: $153,360Expenses 2023: $180,239Net Income 2023: -$26,8792023Revenue 2025: $427,229Expenses 2025: $232,086Net Income 2025: $195,1432025

Highlighted filing

2021

Revenue$254,408
Expenses$193,807
Net Income$60,601
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 7, 2022
Return Version
2020v4.0
Gross Receipts
$325,047
Mission and Program Overview

Mission

To receive and administer funds exclusively to 501(c)(3) organizations for educational and charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,193,227$2,973,850▲ $780,623
Savings and Temporary Cash Investments$73,361$86,903▲ $13,542
Cash and Non-Interest-Bearing Accounts$39,413$86,560▲ $47,147
Prepaid Expenses and Deferred Charges$1,049$1,605▲ $556
Total Assets$2,307,050$3,148,918▲ $841,868
Liabilities
Other Liabilities$32,899$100,778▲ $67,879
Deferred Revenue-$8,800-
Accounts Payable and Accrued Expenses$9,134$4,858▼ $4,276
Total Liabilities$42,033$114,436▲ $72,403
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,237,817$3,005,182▲ $767,365
Net Assets With Donor Restrictions$27,200$29,300▲ $2,100
Total Net Assets Fund Balance$2,265,017$3,034,482▲ $769,465
Total Liabilities and Net Assets / Fund Balance$2,307,050$3,148,918▲ $841,868

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$66,417$875--$26,333
2020$61,954$21,400--$66,417
2019$41,620$33,844--$61,954
2018$45,556$19,100--$41,620
2017-$45,556--$45,556
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori WaltersExecutive DiPT$33,120$22,080$55,200

Board Members and Trustees

NameTitle
Joanne PiersonPresident
Susan FroelichPresident El
Arthur L WilliamsDirector
Lauren HeinonenDirector
Margaret a TalburttDirector
Norma J SarkarDirector
Steve PierceDirector
Tom MillardDirector
Rosemarie RowneyImmed Past P
Barbara EichmullerSecretary
Mark C OuimetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,841
Program Service Revenue
$0
Investment Income
$121,705
Other Revenue
$16,862
All Other Contributions
$50,875
Change in Net Assets
$60,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,395
Other Expenses$85,412
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,350--$60,350
Grants to Domestic Individuals$32,220--$32,220
Foreign Grants$15,825--$15,825
Fees for Services Accounting-$7,435-$7,435
All Other Expenses$3,095--$3,095
Other Expenses$10,500$3,000-$3,000
Payments to Affiliates$2,883--$2,883
Office Expenses-$2,189-$2,189
Fees for Service Investment Mgmnt Fees-$1,821-$1,821
Advertising-$1,089-$1,089
Total Functional Expenses$145,153$48,654$0$193,807
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food GatherersAnn Arbor, MI501c3Summer Food Service$6,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,793
Fundraising Direct Expenses$6,931
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Virtual Lecture$36,866$23,793$6,436$17,357
Total Events$36,866$23,793$6,931$16,862
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due From/to Aa Rotary Club$50,789
Accrued Scholarships$49,989
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 6

“The board of trustees and officers of ann arbor rotary foundation are members of the rotary club of ann arbor, whose officers and directors are elected by vote of the membership.”

Form 990, Page 6, Part VI, Line 7A

“The officers and board of directors of the rotary club of ann arbor are elected by the membership of the club. The officers become the officers of the ann arbor rotary foundation. The board of directors of the rotary club of ann arbor appoints eight members of the board of trustees of the ann arbor rotary foundation.”

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

“The treasurer, executive director, and board review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to members and the public upon request.”

Form 990, Part VII

“The amounts of compensation shown are the allocations paid to the related organization, rotary international ann arbor rotary club (38-6091784) for this organization's share of the expense. The club was the original payor of the compensation and issued 1099s for the entire amount paid.”

Filing and Contact Details

Filer

Filer Name
Ann Arbor Rotary Foundation
EIN
38-6092093
Phone
7346621734
Address
PO BOX 131217, ANN ARBOR, MI 48113-1217

Signing Officer

Name
Mark C Ouimet
Title
Treasurer
Phone
5867647692
Signed
2022-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Pierson
Formed
1959
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Wsr Certified Public Accountants Pc
Address
167 LITTLE LAKE DRIVE PO BOX 238, ANN ARBOR, MI 48106-2389
Preparer
Tava L Finn
Phone
7346622522
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IRS990/NetAssetsOrFundBalancesEOYAmt03034482
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt078095
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078095
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016862
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016862
IRS990/NetUnrlzdGainsLossesInvstAmt0708864
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02237817
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03005182
IRS990/NoncashContributionsAmt05467
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02189
IRS990/OfficeExpensesGrp/TotalAmt02189
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SUPPORT
IRS990/OtherExpensesGrp/Desc1PANDEMIC RELIEF FUND EXPE
IRS990/OtherExpensesGrp/Desc2CENTENNIAL EXPENSES
IRS990/OtherExpensesGrp/Desc3ACCOUNTING/BOOKKEEPING EX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13000
IRS990/OtherExpensesGrp/ProgramServicesAmt020280
IRS990/OtherExpensesGrp/ProgramServicesAmt110500
IRS990/OtherExpensesGrp/TotalAmt033120
IRS990/OtherExpensesGrp/TotalAmt120280
IRS990/OtherExpensesGrp/TotalAmt210500
IRS990/OtherExpensesGrp/TotalAmt33000
IRS990/OtherLiabilitiesGrp/BOYAmt032899
IRS990/OtherLiabilitiesGrp/EOYAmt0100778
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt02883
IRS990/PaymentsToAffiliatesGrp/TotalAmt02883
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01605
IRS990/PrincipalOfficerNm0JOANNE PIERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0172144
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0193032
IRS990/PYInvestmentIncomeAmt0100395
IRS990/PYOtherExpensesAmt086615
IRS990/PYOtherRevenueAmt060739
IRS990/PYRevenuesLessExpensesAmt053631
IRS990/PYTotalExpensesAmt0279647
IRS990/PYTotalRevenueAmt0333278
IRS990/ReconcilationRevenueExpnssAmt060601
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073361
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0172144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0146595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0415767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01051217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043610
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042974
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt039417
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031888
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0190092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02366
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt092515
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt066466
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt064127
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt088240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0335141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043610
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt039417
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0190092
IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87960
IRS990ScheduleA/PublicSupportPY509Pct00.89940
IRS990ScheduleA/PublicSupportTotal509Amt01388724
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0139634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0264672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0267336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0504754
IRS990ScheduleA/Total509Grp/TotalAmt01388724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0183244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0307646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0306753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0244531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0536642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01578816
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt066417
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0875
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026333
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt040959
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt061954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt066417
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt016812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt041620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033844
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt061954
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt013511
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt045556
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt041620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045556
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt045556
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050789
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE FROM/TO AA ROTARY CLUB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED SCHOLARSHIPS
IRS990ScheduleD/TotalLiabilityAmt0100778
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt05250
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0WATER- GHANA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0AFRICA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013073
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013073
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06931
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VIRTUAL LECTURE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023793
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016862
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06436
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0495
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0495
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt118720
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ROTARY SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ROTARY STRIVE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/RecipientTable/CashGrantAmt06000

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,148,918
Liabilities
$114,436
Net assets
$3,034,482
Revenue
$254,408
Expenses
$193,807
Net income
$60,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.03$3.56$0.43$0.23$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.06$2.68$0.15$0.18$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.11$2.41$0.30$0.22$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.11$3.03$0.25$0.19$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.04$2.27$0.33$0.28$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.03$2.26$0.39$0.25$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.04$2.19$0.26$0.25$0.00
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.09$0.06$2.03$0.54$0.95$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.06$2.23$0.40$0.25$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.07$2.29$0.64$0.19$0.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.06$1.99$0.41$0.19$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.05$1.53$0.24$0.18$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.03$1.33$0.16
2011Summary only. Only limited summary data is available for this year.$1.35$0.06$1.29$0.19$0.19$0.00