STRATEGY STUDIO / PUBLIC DATA EXPLORER

ATHENS ROTARY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ATHENS ROTARY FOUNDATION (EIN 31-1600581)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-23
IRS object ID
202342989349300224
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-23T11:26:41-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311258335PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MS ACCOUNTING AND TAXES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 389AddressLine1Txt
CityATHENSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311600581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ATHENS ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlATHEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 681AddressLine1Txt
CityATHENSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID DIGGLEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7405939023PhoneNum
Signature2023-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastDIGGLEPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY ANN MCCLUREPreparerPersonNm
PTINP00031252PTIN
Phone7405924625PhoneNum
Preparation2023-10-23PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHANNING MCALLISTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 781AddressLine1Txt
CityATHENSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$57,746GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORT AND PROMOTION OF THE WELFARE OF CHILDREN, YOUTH, AND YOUNG ADULTS IN ATHENS COUNTY BY PROVIDING GRANTS IN AID OR DIRECT FUNDING.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$9,286PYContributionsGrantsAmt
CY Contributions Grants$14,860CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$31,489PYInvestmentIncomeAmt
CY Investment Income$18,360CYInvestmentIncomeAmt
PY Other Revenue$74,903PYOtherRevenueAmt
CY Other Revenue$14,889CYOtherRevenueAmt
PY Total Revenue$115,678PYTotalRevenueAmt
CY Total Revenue$48,109CYTotalRevenueAmt
PY Grants And Similar Paid$43,185PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$29,834CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,606PYOtherExpensesAmt
CY Other Expenses$107,186CYOtherExpensesAmt
PY Total Expenses$44,791PYTotalExpensesAmt
CY Total Expenses$137,020CYTotalExpensesAmt
PY Revenues Less Expenses$70,887PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$88,911CYRevenuesLessExpensesAmt
Total Assets BOY$724,521TotalAssetsBOYAmt
Total Assets EOY$635,610TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$724,521NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$635,610NetAssetsOrFundBalancesEOYAmt
MissionTHE ATHENS ROTARY FOUNDATION SUPPORTS ADN PROMOTES THE WELFARE OF CHILDREN, YOUTH, AND YOUNG ADULTS IN ATHENS COUNTY OHIO BY PROVIDING GRANTS IN AID OR DIRECT FUNDING TO ORGANIZATIONS WHOSE GOALS AND NEEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Activity713990ActivityCd
Expense$30,797ExpenseAmt
Grant$29,834GrantAmt
Revenue$48,109RevenueAmt
DescGRANTS OUT TO NON-PROFIT ORGANIZATIONS SERVING UNDERPRIVILEGED YOUTHDesc
Total Program Service Expenses$30,797TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID DIGGLEPersonNm
Phone7405939023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 681AddressLine1Txt
CityATHENSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
C MCCALLISTER
PRESIDENT10Yes (X)Yes (X)$0$0$0
DIANE MCVEY
SECRETARY10Yes (X)Yes (X)$0$0$0
DAVID W DIGGLE
TREASURER10Yes (X)Yes (X)$0$0$0
GERALD MOLLICA
MEMBER10Yes (X)$0$0$0
BETSYBARRINGER
MEMBER10Yes (X)$0$0$0
SUSAN BARGA
MEMBER10Yes (X)$0$0$0
JOHN MILLER
MEMBER10Yes (X)$0$0$0
M HUTCHINSON
MEMBER10Yes (X)$0$0$0
MARK HEFLIN
MEMBER10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$3,000RelatedOrganizationsAmt
All Other Contributions$11,860AllOtherContributionsAmt
Total Contributions$14,860TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,360TotalRevenueColumnAmt
Related Or Exempt Func Income$18,360RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$24,526FundraisingGrossIncomeAmt
Fundraising Direct Expenses$9,637FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,889TotalRevenueColumnAmt
Exclusion$14,889ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,109TotalRevenueColumnAmt
Related Or Exempt Func Income$18,360RelatedOrExemptFuncIncomeAmt
Exclusion$14,889ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,750TotalAmt
Program Services$16,750ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$13,084TotalAmt
Program Services$13,084ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$763TotalAmt
Program Services$763ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescINVESTMENT FMV LOSSDesc
Total$106,223TotalAmt
Management And General$106,223ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$137,020TotalAmt
Program Services$30,597ProgramServicesAmt
Management And General$106,423ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,365BOYAmt
EOY$20,517EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$711,156BOYAmt
EOY$615,093EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$724,521BOYAmt
EOY$635,610EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$588,563BOYAmt
EOY$511,276EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$135,958BOYAmt
EOY$124,334EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$724,521BOYAmt
EOY$635,610EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$724,521BOYAmt
EOY$635,610EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$88,911ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,295CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$278,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,342CurrentTaxYearMinus1YearAmt
Current Tax Year$29,749CurrentTaxYearAmt
Total$410,970TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,295CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$278,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,342CurrentTaxYearMinus1YearAmt
Current Tax Year$29,749CurrentTaxYearAmt
Total$410,970TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$410,970PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$17,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,489CurrentTaxYearMinus1YearAmt
Current Tax Year$18,360CurrentTaxYearAmt
Total$105,407TotalAmt
FieldValueIRS element (for citing)
Total Support$516,377TotalSupportAmt
Public Support CY1700.79590PublicSupportCY170Pct
Public Support PY1700.78770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$24,526GrossReceiptsEvent1Amt
Gross Revenue Event1$24,526GrossRevenueEvent1Amt
Other Direct Expenses Event1$9,537OtherDirectExpensesEvent1Amt
Gross Receipts Total$24,526GrossReceiptsTotalAmt
Gross Revenue Total Events$24,526GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$9,537OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$9,537DirectExpenseSummaryEventsAmt
Net Income Summary$14,989NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
ATHENS PHOTO PRJ
POB 916ATHENSOH45701274932848$5,000$0ACTUALSUPPORT
SE OH HISTORY CT
24 W STATE STATHENSOH45701311044073$10,000$0ACTUALSUPPORT
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0
(no name)
$0

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
GAWANDE PEACE AWARD1$165
GAWANDE SCHOLARSHIPS5$8,800

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceTYPE OF GRANT OR ASSISTANCEFormAndLineReferenceDesc
ExplanationONE INDIVIDUAL FROM EACH LOCAL 5 HIGH SCHOOLS IS AWARDED ASSISTANCE IN THE FORM OF SCHOLARSHIPS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI LINE 11THE TREASURER REVIEWS THE 990 AND SHARES WITH THE BOARD AFTER IT HAS BEEN FILED.
PART VI LINE 19DOCUMENTS ARE SHARED UPON REQUEST