FURP.ORG / PUBLIC DATA EXPLORER

PASO ROBLES ROTARY SERVICES INC

Cite this

Plain text PASO ROBLES ROTARY SERVICES INC. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/770178513. Retrieved 2026-10-21.

APA furp.org. (n.d.). PASO ROBLES ROTARY SERVICES INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 21, 2026, from https://furp.org/org/770178513

MLA “PASO ROBLES ROTARY SERVICES INC.” furp.org, tax years 2012–2024, https://furp.org/org/770178513. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $321K · expenses $164K · assets $1.9M

EIN
77-0178513
Address
PO BOX 3641, PASO ROBLES, CA 93447-3641
NTEE code
-
Subsection
501(c)(3)
Ruling year
1993
Cross-check
ProPublica Nonprofit Explorer

Mission

PROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jean St Martin (former) Secretary2012-2015 $1,200$2,400 2
Ann Cochrane (former) Treasurer2015-2016 $0$1,200 3
Simon Lobo (former) Treasurer2012-2014 $1,200$1,200 2

Officers and directors, no compensation reported

56 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jessica Fullerton Secretary2015-2024 2 $0 reported 2
Lars Jorgensen President2020-2024 2 $0 reported 2
Jan Jensen Treasurer2021-2024 2 $0 reported 1
Sharon Ross WMCO CHAIR2018-2024 2 $0 reported 2
Rick Goree GOLF CHAIR2018-2024 2 $0 reported 2
Ann Hansen INVESTMT CHAIR2017-2024 2 $0 reported 2
Joan Walker (former) Chairman2023 1 $0 reported 2
Lacey Clifton-Jensen (former) Chairman2021-2023 1 $0 reported 2
Keba Baird (former) Chairman2023 1 $0 reported 2
Kathy Tucker (former) Past President2020-2023 1 $0 reported 2
Rex Thornhill (former) Bulletin Editor2023 1 $0 reported 2
Joe Irick (former) Director2017-2023 1 $0 reported 4
Linda Midkiff (former) Director2014-2023 1 $0 reported 2
Randy Harding (former) Chairman2021-2023 1 $0 reported 2
Brian Maxted (former) Chairman2018-2023 1 $0 reported 2
John Hamon (former) Director2017-2023 1 $0 reported 2
Cynthia Anthony (former) Director2017-2023 1 $0 reported 2
Bob Vilhauer (former) President2015-2023 2 $0 reported 2
Katie Luper (former) Secretary2021-2023 2 $0 reported 2
Paul Sloan (former) Director2020-2022 1 $0 reported 2
Doug Barth (former) Chairman2018-2022 1 $0 reported 2
Ashley Wilken (former) Chairman2020-2022 1 $0 reported 2
Bob Fonarow (former) PAST PRESIDENT2017-2021 1 $0 reported 3
Nicolette Harley (former) Treasurer2017-2020 2 $0 reported 2
Lacey Clifton (former) Director2020 1 $0 reported 2
Curt Dubost (former) Director2020 1 $0 reported 2
Lee Wilson (former) Chairman2020 1 $0 reported 2
John Fisher (former) Director2018-2020 1 $0 reported 2
Todd Corgill (former) Secretary2018-2020 2 $0 reported 2
Denise Wakefield (former) Treasurer2018-2019 2 $0 reported 2
Gail Tannehill (former) Director2018-2019 1 $0 reported 2
Julie Opheim (former) Director2014-2019 1 $0 reported 2
Katy Wetterstrand-Enochs (former) Director2018-2019 1 $0 reported 2
Nicholas Mattson (former) Director2018-2019 1 $0 reported 2
Larry Ward (former) Director2018-2019 1 $0 reported 2
Steve Gregory (former) Director2015-2019 1 $0 reported 2
Jennifer Sorenson (former) Director2014-2019 1 $0 reported 2
Pat Scott (former) Director2018 1 $0 reported 2
Patrick Sayne (former) President2016-2017 2 $0 reported 2
Brenda M Cressey (former) Director2015-2017 2 $0 reported 3
Anthony Wallace (former) PAST PRES/DRCTR2014-2017 2 $0 reported 2
Gail Tannehill-Lloyd (former) PRES ELECT/DIR2017 2 $0 reported 2
Scott Brennan (former) Director2014-2017 2 $0 reported 2
Darrell Cooper (former) Director2014-2017 2 $0 reported 2
Randy Kohn (former) Director2017 2 $0 reported 2
David Lundy (former) Director2014-2016 2 $0 reported 3
Gail Tannehil (former) Director2016 2 $0 reported 2
Ralph Byrd (former) Director2014-2016 2 $0 reported 2
Fred Roy (former) PAST PRESIDENT2014-2016 2 $0 reported 2
Pat Sayne (former) Pres Elect Nom2015 2 $0 reported 2
Randolph Kohn (former) Director2015 2 $0 reported 1
Wade Taylor (former) President2013-2014 2 $0 reported 3
Tom Apkarian (former) PAST PRESIDENT2012-2014 2 $0 reported 2
John Fischer (former) Director2014 2 $0 reported 2
Whitney Schultz (former) Director2014 2 $0 reported 2
Dennis Cassiby (former) PRESIDENT2012 2 $0 reported 1

People by year

2024 · 6 people listed · none paid · 0 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHARON ROSS WMCO CHAIR2 $0$0$0 $02
RICK GOREE GOLF CHAIR2 $0$0$0 $02
ANN HANSEN INVESTMT CHAIR2 $0$0$0 $02
JAN JENSEN Treasurer2 $0$0$0 $01
JESSICA FULLERTON Secretary2 $0$0$0 $02
LARS JORGENSEN President2 $0$0$0 $02
2023 · 16 people listed · none paid · 0 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHY TUCKER Past President1 $0$0$0 $02
REX THORNHILL Bulletin Editor1 $0$0$0 $02
KEBA BAIRD Chairman1 $0$0$0 $02
RANDY HARDING Chairman1 $0$0$0 $02
CYNTHIA ANTHONY Director1 $0$0$0 $02
LACEY CLIFTON-JENSEN Chairman1 $0$0$0 $02
JOHN HAMON Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
BRIAN MAXTED Chairman1 $0$0$0 $02
JOAN WALKER Chairman1 $0$0$0 $02
JESSICA FULLERTON Director1 $0$0$0 $02
LARS JORGENSEN President Elect1 $0$0$0 $02
JAN JENSEN Treasurer2 $0$0$0 $01
KATIE LUPER Secretary2 $0$0$0 $02
BOB VILHAUER President2 $0$0$0 $02
2022 · 16 people listed · none paid · 0 employees · 58 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHARON ROSS PAST PRESIDENT1 $0$0$0 $02
LARS JORGENSEN Director1 $0$0$0 $02
RANDY HARDING Director1 $0$0$0 $02
BOB VILHAUER PRESIDENT ELECT1 $0$0$0 $02
CYNTHIA ANTHONY Director1 $0$0$0 $02
LACEY CLIFTON-JENSEN Director1 $0$0$0 $02
PAUL SLOAN Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
BRIAN MAXTED Director1 $0$0$0 $02
DOUG BARTH Chairman1 $0$0$0 $02
ASHLEY WILKEN Chairman1 $0$0$0 $02
JOHN HAMON Chairman1 $0$0$0 $02
KATHY TUCKER President2 $0$0$0 $02
JAN JENSEN Treasurer2 $0$0$0 $01
KATIE LUPER Secretary2 $0$0$0 $02
2021 · 17 people listed · none paid · 0 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FONAROW PAST PRESIDENT1 $0$0$0 $03
KATHY TUCKER PRESIDENT ELECT1 $0$0$0 $02
LARS JORGENSEN Director1 $0$0$0 $02
RANDY HARDING Director1 $0$0$0 $02
BOB VILHAUER BULLETIN EDITOR1 $0$0$0 $02
CYNTHIA ANTHONY Director1 $0$0$0 $02
LACEY CLIFTON-JENSEN Director1 $0$0$0 $02
PAUL SLOAN Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
BRIAN MAXTED Director1 $0$0$0 $02
DOUG BARTH Chairman1 $0$0$0 $02
ASHLEY WILKEN Chairman1 $0$0$0 $02
JOHN HAMON Chairman1 $0$0$0 $02
JAN JENSEN Treasurer2 $0$0$0 $01
SHARON ROSS President2 $0$0$0 $02
KATIE LUPER Secretary2 $0$0$0 $02
2020 · 18 people listed · none paid · 0 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHARON ROSS PRESIDENT ELECT1 $0$0$0 $02
KATHY TUCKER PRESIDENT ELECT1 $0$0$0 $02
LARS JORGENSEN Director1 $0$0$0 $02
CURT DUBOST Director1 $0$0$0 $02
BOB VILHAUER BULLETIN EDITOR1 $0$0$0 $02
CYNTHIA ANTHONY Director1 $0$0$0 $02
PAUL SLOAN Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
JOHN FISHER Director1 $0$0$0 $02
LACEY CLIFTON Director1 $0$0$0 $02
LEE WILSON Chairman1 $0$0$0 $02
DOUG BARTH Chairman1 $0$0$0 $02
ASHLEY WILKEN Chairman1 $0$0$0 $02
JOHN HAMON Chairman1 $0$0$0 $02
BOB FONAROW PRESIDENT2 $0$0$0 $03
NICOLETTE HARLEY Treasurer2 $0$0$0 $02
TODD CORGILL Secretary2 $0$0$0 $02
2019 · 17 people listed · none paid · 0 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICOLETTE HARLEY PRESIDENT2 $0$0$0 $02
TODD CORGILL Secretary2 $0$0$0 $02
DENISE WAKEFIELD Treasurer2 $0$0$0 $02
GAIL TANNEHILL Director1 $0$0$0 $02
BOB FONAROW Director1 $0$0$0 $03
JULIE OPHEIM Director1 $0$0$0 $02
KATY WETTERSTRAND-ENOCHS Director1 $0$0$0 $02
JENNIFER SORENSON Director1 $0$0$0 $02
JOHN FISHER Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
NICHOLAS MATTSON Director1 $0$0$0 $02
BRIAN MAXTED Director1 $0$0$0 $02
LARRY WARD Director1 $0$0$0 $02
STEVE GREGORY Director1 $0$0$0 $02
JOHN HAMON Director1 $0$0$0 $02
CYNTHIA ANTHONY Director1 $0$0$0 $02
2018 · 21 people listed · none paid · 0 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICOLETTE HARLEY PRESIDENT2 $0$0$0 $02
TODD CORGILL Secretary2 $0$0$0 $02
DENISE WAKEFIELD Treasurer2 $0$0$0 $02
GAIL TANNEHILL Director1 $0$0$0 $02
BOB FONAROW Director1 $0$0$0 $03
JULIE OPHEIM Director1 $0$0$0 $02
KATY WETTERSTRAND-ENOCHS Director1 $0$0$0 $02
PAT SCOTT Director1 $0$0$0 $02
JENNIFER SORENSON Director1 $0$0$0 $02
DOUG BARTH Director1 $0$0$0 $02
JOHN FISHER Director1 $0$0$0 $02
JOE IRICK Director1 $0$0$0 $04
LINDA MIDKIFF Director1 $0$0$0 $02
NICHOLAS MATTSON Director1 $0$0$0 $02
BRIAN MAXTED Director1 $0$0$0 $02
LARRY WARD Director1 $0$0$0 $02
STEVE GREGORY Director1 $0$0$0 $02
JOHN HAMON Director1 $0$0$0 $02
CYNTHIA ANTHONY FAMILY ROTARY1 $0$0$0 $02
RICK GOREE Director1 $0$0$0 $02
SHARON ROSS Director1 $0$0$0 $02
2017 · 18 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICOLETTE HARLEY Director2 $0$0$0 $02
ANN COCHRANE HANSEN Treasurer2 $0$0$0 $02
ANTHONY WALLACE PAST PRES/DRCTR2 $0$0$0 $02
GAIL TANNEHILL-LLOYD PRES ELECT/DIR2 $0$0$0 $02
JESSICA FULLERTON Secretary2 $0$0$0 $02
STEVE GREGORY Director2 $0$0$0 $02
PATRICK SAYNE President2 $0$0$0 $02
JULIE OPHEIM Director2 $0$0$0 $02
JOE IRICK Director2 $0$0$0 $04
BOB FONAROW Director2 $0$0$0 $03
SCOTT BRENNAN Director2 $0$0$0 $02
LINDA MIDKIFF Director2 $0$0$0 $02
JOHN HAMON Director2 $0$0$0 $02
CYNTHIA ANTHONY Director2 $0$0$0 $02
DARRELL COOPER Director2 $0$0$0 $02
RANDY KOHN Director2 $0$0$0 $02
BRENDA CRESSEY Director2 $0$0$0 $03
BOB VILHAUER Director2 $0$0$0 $02
2016 · 16 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JENNIFER SORENSON Director2 $0$0$0 $02
ANN COCHRANE Treasurer2 $0$0$0 $03
ANTHONY WALLACE PRESIDENT2 $0$0$0 $02
GAIL TANNEHIL Director2 $0$0$0 $02
JESSICA FULLERTON Secretary2 $0$0$0 $02
STEVE GREGORY Director2 $0$0$0 $02
PATRICK SAYNE PRESIDENT ELECT2 $0$0$0 $02
JULIE OPHEIM Director2 $0$0$0 $02
RALPH BYRD Director2 $0$0$0 $02
DAVID LUNDY Director2 $0$0$0 $03
SCOTT BRENNAN Director2 $0$0$0 $02
LINDA MIDKIFF Director2 $0$0$0 $02
BRENDA CRESSEY Director2 $0$0$0 $03
DARRELL COOPER Director2 $0$0$0 $02
FRED ROY PAST PRESIDENT2 $0$0$0 $02
BOB VILHAUER Director2 $0$0$0 $02
2015 · 17 people listed · 2 paid, $2K · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN COCHRANE Treasurer2 $0$1,200$0 $1,2003
JEAN ST MARTIN Secretary2 $0$1,200$0 $1,2002
JENNIFER SORENSON Director2 $0$0$0 $02
FRED ROY PRESIDENT2 $0$0$0 $02
JESSICA FULLERTON Director2 $0$0$0 $02
STEVE GREGORY Director2 $0$0$0 $02
PAT SAYNE Pres Elect Nom2 $0$0$0 $02
JULIE OPHEIM Director2 $0$0$0 $02
RALPH BYRD Director2 $0$0$0 $02
DAVID LUNDY Director2 $0$0$0 $03
SCOTT BRENNAN Director2 $0$0$0 $02
LINDA MIDKIFF Director2 $0$0$0 $02
BRENDA CRESSEY Director2 $0$0$0 $03
DARRELL COOPER Director2 $0$0$0 $02
ANTHONY WALLACE President Elect2 $0$0$0 $02
BOB VILHAUER Director2 $0$0$0 $02
RANDOLPH KOHN Director2 $0$0$0 $01
2014 · 15 people listed · 2 paid, $2K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN ST MARTIN Secretary2 $0$1,200$0 $1,2002
SIMON LOBO Treasurer2 $0$1,200$0 $1,2002
JENNIFER SORENSON Director2 $0$0$0 $02
WADE TAYLOR President2 $0$0$0 $03
FRED ROY PRESIDENT ELECT2 $0$0$0 $02
TOM APKARIAN PAST PRESIDENT2 $0$0$0 $02
JOHN FISCHER Director2 $0$0$0 $02
JULIE OPHEIM Director2 $0$0$0 $02
RALPH BYRD Director2 $0$0$0 $02
DAVID LUNDY Director2 $0$0$0 $03
SCOTT BRENNAN Director2 $0$0$0 $02
LINDA MIDKIFF Director2 $0$0$0 $02
WHITNEY SCHULTZ Director2 $0$0$0 $02
DARRELL COOPER Director2 $0$0$0 $02
ANTHONY WALLACE Director2 $0$0$0 $02
2013 · 4 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TOM APKARIAN PRESIDENT2 $0$0$0 $02
WADE TAYLOR PRESIDENT ELECT2 $0$0$0 $03
JEAN ST MARTIN SECRETARY2 $0$0$0 $02
SIMON LOBO TREASURER2 $0$0$0 $02
2012 · 4 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS CASSIBY PRESIDENT2 $0$0$0 $01
TOM APKARIAN PRESIDENT ELECT2 $0$0$0 $02
JEAN ST MARTIN SECRETARY2 $0$0$0 $02
SIMON LOBO TREASURER2 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $106K

Listed grants add up to $106,000; the return's “grants paid” expense line says $145,066. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 4 grants to organizations · $120K

Listed grants add up to $120,135; the return's “grants paid” expense line says $158,236. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 1 grant to organizations · $90K

Listed grants add up to $89,879; the return's “grants paid” expense line says $221,190. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $6K

Listed grants add up to $5,650; the return's “grants paid” expense line says $57,568. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 3 grants to organizations · $56K

Listed grants add up to $55,731; the return's “grants paid” expense line says $96,030. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 3 grants to organizations · $73K

Listed grants add up to $72,778; the return's “grants paid” expense line says $117,972. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$320,897$164,403 $1,904,178$1,904,178 $21,247$0 $0060
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$198,403$178,486 $1,747,684$1,747,684 $26,115$0 $0060
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$298,118$230,559 $1,727,767$1,727,767 $18,509$0 $0058
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$201,698$107,132 $1,660,008$1,660,008 $16,043$0 $0062
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$197,263$69,290 $1,565,443$1,565,443 $24,990$0 $0080
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$97,984$101,889 $1,436,170$1,436,170 $68,783$0 $0080
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$243,461$65,418 $1,434,910$1,434,910 $122,924$0 $0080
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$77,082$54,881 $876,622$876,622 $55,000$0 $008
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$269,022$32,783 $834,136$834,136 $252,805$0 $008
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$73,723$18,533 $557,875$557,875 $61,600$0 $0021
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$82,927$36,366 $514,948$491,948 $67,935$0 $00-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$106,309$96,284 $430,967$401,967 $94,726$0 $000
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$114,115$118,073 $381,057$369,529 $105,322$0 $000

Funders of this organization

2 grantors reported grants to this organization, $505,809 in all, tax years 2012 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
ROTARY INTERNATIONAL Public charity Exact 2012-2020 9$505,483 2020$15,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “PASO ROBLES ROTARY SERVICES INC” 2021-2023 3$326 2023$101
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ROTARY SERVICE INCCAS81 $297,813$319,165 PRESIDENT$0 Similar name, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 1 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HORIZONS FOUNDATION DAF sponsor$100,9506 12011–2024 ROTARY SERVICE INC
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor$40,0002 12010–2010 ROTARY SERVICE INC
ESB CHARITABLE FOUNDATION Private foundation$1001 12015–2015 ROTARY SERVICE INC
AMAZONSMILE FOUNDATION funds this one Private foundation$213 12021–2023 ROTARY SERVICE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $164,403 spent · pay $0 · grants $145,066 · events $72,215
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $137,296$137,296-- 83.5%
Fees: investment management $15,831$15,831-- 9.6%
Grants to US individuals $7,770$7,770-- 4.7%
Fees: accounting $3,353$3,353-- 2.0%
Other (as described)SUPPLIES $78$78-- 0.0%
Other (as described)LICENSES & FEES $75$75-- 0.0%
Fundraising events Eventdirect expenses; gross income $140,472$72,215reported apart
Total$164,403100%

View the filing

2023 · Form 990 · $178,486 spent · pay $0 · grants $158,236 · events $60,968
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $152,986$152,986-- 85.7%
Fees: investment management $12,907$12,907-- 7.2%
Fees: accounting $7,287$7,287-- 4.1%
Grants to US individuals $5,250$5,250-- 2.9%
Other (as described)BANK FEES - CHARITABLE ACCOUNT $56$56-- 0.0%
Fundraising events Eventdirect expenses; gross income $156,210$60,968reported apart
Total$178,486100%

View the filing

2022 · Form 990 · $230,559 spent · pay $0 · grants $221,190 · events $61,217
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $130,935$130,935-- 56.8%
Grants to US individuals $90,255$90,255-- 39.1%
Fees: investment management $8,699$8,699-- 3.8%
Fees: accounting $3,685$3,685-- 1.6%
Other (as described)FOREIGN TAXES $249$249-- 0.1%
Other (as described)BANK FEES - CHARITABLE ACCOUNT $24$24-- 0.0%
Other (as described)NON-TAXABLE RETURN OF CAPITAL -$3,288-$3,288-- -1.4%
Fundraising events Eventdirect expenses; gross income $141,482$61,217reported apart
Total$230,559100%

View the filing

2021 · Form 990 · $107,132 spent · pay $0 · grants $92,211 · events $51,502
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $57,000$57,000-- 53.2%
Grants to US organizations and governments $35,211$35,211-- 32.9%
Fees: investment management $10,685$10,685-- 10.0%
Fees: accounting $3,563$3,563-- 3.3%
Other (as described)FOREIGN TAXES $583$583-- 0.5%
Other (as described)NON-TAXABLE RETURN OF CAPITAL $70$70-- 0.1%
Other (as described)BANK FEES $20$20-- 0.0%
Fundraising events Eventdirect expenses; gross income $129,520$51,502reported apart
Total$107,132100%

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2020 · Form 990 · $69,290 spent · pay $0 · grants $57,568 · events $22,222
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $47,000$47,000-- 67.8%
Grants to US organizations and governments $10,568$10,568-- 15.3%
Fees: investment management $8,699$8,699-- 12.6%
Advertising and promotion $1,747$1,747-- 2.5%
Other (as described)NON-TAXABLE RETURN OF CAPITAL $774$774-- 1.1%
Other (as described)FOREIGN TAXES $502$502-- 0.7%
Fundraising events Eventdirect expenses; gross income $76,644$22,222reported apart
Total$69,290100%

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2019 · Form 990 · $101,889 spent · pay $0 · grants $86,846 · events $918
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $62,000$62,000-- 60.9%
Grants to US organizations and governments $24,846$24,846-- 24.4%
Fees: investment management $8,836$8,836-- 8.7%
Fees: accounting $5,125$2,562$2,563- 5.0%
Other (as described)NON-TAXABLE RETURN OF CAPITAL $595$595-- 0.6%
Other (as described)FOREIGN TAXES $442$442-- 0.4%
Other (as described)BANK CHARGES $45-$45- 0.0%
Fundraising events Eventdirect expenses; gross income $650$918reported apart
Total$101,889100%

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2018 · Form 990 · $65,418 spent · pay $0 · grants $57,000 · events $28,532
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $57,000$57,000-- 87.1%
Fees: investment management $7,816$7,816-- 11.9%
Other (as described)FOREIGN TAXES $602$602-- 0.9%
Fundraising events Eventdirect expenses; gross income $10,000$28,532reported apart
Total$65,418100%

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2017 · Form 990 · $54,881 spent · pay $0 · grants $54,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $54,500$54,500-- 99.3%
Other (as described)FOREIGN TAXES $352$352-- 0.6%
Other (as described)FILING FEES $29$29-- 0.1%
Total$54,881100%

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2016 · Form 990 · $32,783 spent · pay $0 · grants $32,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $32,500$32,500-- 99.1%
Other (as described)FOREIGN TAXES $254$254-- 0.8%
Other (as described)FILING FEES $29$29-- 0.1%
Total$32,783100%

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2015 · Form 990 · $18,533 spent · pay $0 · grants $18,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $18,500$18,500-- 99.8%
Other (as described)FILING FEES $25$25-- 0.1%
Other (as described)BANK FEES $8$8-- 0.0%
Total$18,533100%

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2014 · Form 990 · $36,366 spent · pay $0 · grants $36,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $36,000$36,000-- 99.0%
Other (as described)MISC FEES $335$335-- 0.9%
Other (as described)Foreign Taxes $23$23-- 0.1%
Other (as described)ADR Fees $8$8-- 0.0%
Total$36,366100%

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2013 · Form 990 · $96,284 spent · pay $0 · grants $96,030 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $96,030$96,030-- 99.7%
Other (as described)FILING FEES $170-$170- 0.2%
Other (as described)FOREIGN TAXES (INVESTME $59-$59- 0.1%
Office expenses $25-$25- 0.0%
Total$96,284100%

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2012 · Form 990 · $118,073 spent · pay $0 · grants $117,972 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $117,972$117,972-- 99.9%
Other (as described)FOREIGN TAXES (INVESTME $51-$51- 0.0%
Other (as described)FILING FEES $50-$50- 0.0%
Total$118,073100%

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