SUBURBAN ROTARY CHARITABLE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUBURBAN ROTARY CHARITABLE FOUNDATION (EIN 36-3544327)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-12
- IRS object ID
- 202600719349300215
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T08:24:44-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363544327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBURBAN ROTARY CLUB | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUBU | BusinessNameControlTxt |
| Phone | 4026196721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4089 SOUTH 84TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4026196721 | PhoneNum |
| Signature | 2026-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN L KOZIOL CPA | PreparerPersonNm |
| PTIN | P01544037 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2026-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATIE HENRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4089 SOUTH 84TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $795,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUBURBANROTARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE POST-SECONDARY EDUCATION FOR HANDICAPPED YOUNG MEN AND WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $145,417 | PYContributionsGrantsAmt |
| CY Contributions Grants | $89,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $169,234 | PYInvestmentIncomeAmt |
| CY Investment Income | $212,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,853 | PYOtherRevenueAmt |
| CY Other Revenue | $1,424 | CYOtherRevenueAmt |
| PY Total Revenue | $318,504 | PYTotalRevenueAmt |
| CY Total Revenue | $304,029 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $102,026 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $319,847 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,947 | PYOtherExpensesAmt |
| CY Other Expenses | $51,091 | CYOtherExpensesAmt |
| PY Total Expenses | $146,973 | PYTotalExpensesAmt |
| CY Total Expenses | $370,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $171,531 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$66,909 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,622,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,634,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $76 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $331 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,622,531 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,634,625 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MAJOR PURPOSE OF THE FOUNDATION IS PROVIDING SCHOLARSHIPS FOR YOUNG HANDICAPPED MEN AND WOMEN WHO ARE PURSUING POST-HIGH SCHOOL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $286,359 | ExpenseAmt |
| Grant | $258,597 | GrantAmt |
| Revenue | $1,424 | RevenueAmt |
| Desc | PROVIDING FINANCIAL GIFTS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO ENSURE STUDENTS IN NEED HAVE ACCESS TO ESSENTIAL SUPPLIES, NUTRITIOUS MEALS, AND APPROPRIATE CLOTHING - HELPING THEM THRIVE BOTH IN AND OUT OF THE CLASSROOM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $59,500 | ExpenseAmt |
| Grant | $59,500 | GrantAmt |
| Desc | SCHOLARHIPS FOR POST-SECONDARY EDUCATION OF YOUNG HANDICAPPED MEN & WOMEN. THIS PROGRAM HAS PROVIDED A SIGNIFICANT CONTRIBUTION TO THE LOCAL COMMUNITY BY FUNDING SCHOLARSHIP FOR HIGH SCHOOL SENIORS WITH PHYSICIAL DISABILITIES TO CONTINUE THEIR POST-HIGH SCHOOL EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,750 | ExpenseAmt |
| Grant | $1,750 | GrantAmt |
| Desc | ROTARY YOUTH LEADERSHIP AWARDS CAMP SCHOLARSHIP IS A PROGRAM IN WHICH RECIPIENTS SPEND A WEEK IN A PROGRAM OF DISCUSSION, INSPIRATIONAL ADDRESSES, LEADERSHIP TRAINING, AND SOCIAL ACTIVITIES DESIGNED TO ENHANCE PERSONAL DEVELOPMENT, LEADERSHIP SKILLS, AND GOOD CITIZENSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $347,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEB DALEY | PersonNm |
| Phone | 4026196721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4089 SOUTH 84TH STREET PMB 317 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68127 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ZACH ZILER | |||||||
| CHAIR | 0.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATIE HENRY | |||||||
| PAST PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE LAFERLA | |||||||
| PAST PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN WELSH | |||||||
| PAST PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARLON LOFGREN | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICE SCHUMAKER | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN STANEK | |||||||
| TRUSTEE | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI GREENWOOD | |||||||
| TRUSTEE | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN WELLENDORF | |||||||
| TRUSTEE | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH DALEY | |||||||
| EXECUTIVE SECRETARY OF CLUB | 18.00 | 22.00 | Yes (X) | $0 | $43,166 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $43,166 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $89,953 | AllOtherContributionsAmt |
| Total Contributions | $89,953 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,240 | TotalRevenueColumnAmt |
| Exclusion | $84,240 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $619,685 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $491,273 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,412 | TotalRevenueColumnAmt |
| Exclusion | $128,412 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,424 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,424 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,424 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $212,652 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,347 | TotalAmt |
| Program Services | $260,347 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,500 | TotalAmt |
| Program Services | $59,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,443 | TotalAmt |
| Management And General | $2,443 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,176 | TotalAmt |
| Management And General | $19,176 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,389 | TotalAmt |
| Program Services | $21,389 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SCHOLARSHIP | $6,373 | $6,373 | |
| ADVERTISING & MARKETING | $1,500 | $1,500 | |
| TAXES | $210 | $210 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,938 | TotalAmt |
| Program Services | $347,609 | ProgramServicesAmt |
| Management And General | $23,329 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,264 | BOYAmt |
| EOY | $15,377 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,287 | BOYAmt |
| EOY | $31,949 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,625 | BOYAmt |
| EOY | $96 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,431 | BOYAmt |
| EOY | $2,571,473 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,061 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,607 | BOYAmt |
| EOY | $2,634,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76 | BOYAmt |
| EOY | $331 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76 | BOYAmt |
| EOY | $331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,408,399 | BOYAmt |
| EOY | $2,415,432 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,132 | BOYAmt |
| EOY | $219,193 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,531 | BOYAmt |
| EOY | $2,634,625 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,607 | BOYAmt |
| EOY | $2,634,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$66,909 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,817 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,186 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,953 | CurrentTaxYearAmt |
| Total | $822,450 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,953 | CurrentTaxYearAmt |
| Total | $822,450 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,945 | CurrentTaxYearAmt |
| Total | $31,885 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,945 | CurrentTaxYearAmt |
| Total | $31,885 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $790,565 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,240 | CurrentTaxYearAmt |
| Total | $273,537 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,240 | CurrentTaxYearAmt |
| Total | $273,537 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,424 | CurrentTaxYearAmt |
| Total | $19,372 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $243,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,617 | CurrentTaxYearAmt |
| Total | $1,115,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75440 | PublicSupportPY509Pct |
| Investment Income CY | 0.24520 | InvestmentIncomeCYPct |
| Investment Income PY | 0.19370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,132 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,552 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,491 | AdministrativeExpensesAmt |
| End Year Balance | $219,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,707 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,808 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,383 | AdministrativeExpensesAmt |
| End Year Balance | $214,132 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,506 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,882 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,681 | AdministrativeExpensesAmt |
| End Year Balance | $209,707 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,294 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,111 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $899 | AdministrativeExpensesAmt |
| End Year Balance | $106,506 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,996 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $782 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $484 | AdministrativeExpensesAmt |
| End Year Balance | $55,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91244 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08756 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RISK FUND | Desc |
| Amt | $331 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $331 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | INCOME GENERATED FROM THE PERMANENTLY RESTRICTED PRINCIPAL OF THE ENDOWMENT FUNDS IS COMMITTED TO FUNDING THE SCHOLARSHIP PROGRAM OF THE ORGANIZATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| OMAHA PUBLIC SCHOOLS | ||||||||
| 3215 CUMING STREET | OMAHA | NE | 68131 | 476002629 | GOVERNMENTAL | $20,548 | $0 | ADOPT A SCHOOL PROGRAM |
| MILLARD PUBLIC SCHOOLS | ||||||||
| 5606 S 147TH ST | OMAHA | NE | 68137 | 476002642 | GOVERNMENTAL | $68,155 | $0 | ADOPT A SCHOOL PROGRAM |
| CHILDREN'S NEBRASKA | ||||||||
| 8200 DODGE STREET | OMAHA | NE | 68114 | 470379754 | 501(C)(3) | $100,000 | $0 | EDUCATIONAL COSTS OF NURSING STAFF |
| THE ROTARY FOUNDATION | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 363245072 | 501(C)(3) | $10,000 | $0 | POLIO ERADICATION |
| ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501(C)(4) | $35,000 | $0 | SCHOOL IMPROVEMENTS IN THE POONA DISTRICT OF INDIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIP ASSISTANCE | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $59,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS RELATED TO SCHOLARSHIPS - FUNDS ARE DISBURSED DIRECTLY TO UNIVERSITY TO ENSURE THAT THE AMOUNTS ARE USED FOR PERMITTED ACADEMIC EXPENSES. OTHER GRANT AMOUNTS - A GRANT REQUEST FORM MUST BE COMPLETED AND APPROVED BY THE BOARD OF TRUSTEES. GRANT DISBURSEMENTS ARE ONLY APPROVED UPON THE RECEIPT OF INVOICES AND OTHER DOCUMENTATION TO SUPPORT THE USE OF THE FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PERSONS ELIGIBLE TO BECOME MEMBERS OF THIS CORPORATION SHALL BE ANY MEMBER OR HONORARY MEMBER OF THE SUBURBAN ROTARY CLUB. MEMBERS SHALL COMPLY WITH THE BYLAWS. MEMBERS IN GOOD STANDING OF THE CORPORATION SHALL BE ELIGIBLE TO ATTEND MEETINGS OF THE BOARD OF TRUSTEES AT THE BOARD'S REQUEST, TO SERVE ON ANY COMMITTEE OF THE BOARD OF TRUSTEES IF APPOINTED BY THE BOARD OF TRUSTEES, OR TO SERVE IN ANY OTHER APPOINTIVE POSITION OR CAPACITY AS REQUESTED BY THE BOARD OF TRUSTEES. EACH MEMBER SHALL HAVE ONE VOTE ON ALL MATTERS WITH RESPECT TO WHICH MEMBERS MAY VOTE UNLESS OTHERWISE PROVIDED HEREIN OR UNDER THE APPICABLE LAWS OF THE STATE OF NEBRASKA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE SUBURBAN ROTARY CLUB IS AN EX OFFICIO MEMBER OF THE BOARD. THE REMAINING MEMBERS OF THE BOARD OF TRUSTEES SHALL BE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF THE SUBURBAN ROTARY CLUB AT THEIR LAST MEETING IMMEDIATELY PRECEDING THE BEGINNING OF THE NEW TERM OF OFFICE; AND THE SIX TRUSTEES SHALL BE PERSONS WHO ARE MEMBERS OF THE SUBURBAN ROTARY CLUB, WHICH PERSONS MAY, BUT NEED NOT BE, MEMBERS OF THE BOARD OF TRUSTEES OF THE SUBURBAN ROTARY CLUB. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC COPY OF THE COMPLETED FORM 990 WILL BE E-MAILED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AT THIS TIME. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS DUE TO SCHOLARSHIPS 15,186. |
| FORM 990, PART XII, LINE 1: | MODIFIED CASH BASIS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF OMAHA - SUBURBAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4089 SOUTH 84TH ST PMB 317 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470520431 | EIN |
| Primary Activities | TO PROVIDE SERVICE TO OTHERS THROUGH ITS FELLOWSHIP OF COMMUNITY LEADERS. | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |