NORTHWEST YEARLY MEETING OF FRIENDS FOUNDATION DAF sponsor
Cite this
Plain text NORTHWEST YEARLY MEETING OF FRIENDS FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/237259232. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). NORTHWEST YEARLY MEETING OF FRIENDS FOUNDATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/237259232
MLA “NORTHWEST YEARLY MEETING OF FRIENDS FOUNDATION.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/237259232. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $29K · expenses $63K · assets $517K
- EIN
- 23-7259232
- Address
- 200 N MERIDIAN ST, NEWBERG, OR 97132-2714
- NTEE code
- T70Z
- Subsection
- 501(c)(3)
- Ruling year
- 1973
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
Provide estate planning services to members of Northwest Yearly Meeting of Friends Church.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 2018-2025 | $104,399 | $688,405 | 1 |
| Janelle Nordyke | Executive Director | 2018-2025 | $87,481 | $590,777 | 2 |
| David Hampton | Director | 2011-2025 | $10,000 | $70,000 | 1 |
| Retha McCutchen (former) | Ex Officio Director | 2016-2018 | $63,676 | $120,896 | 1 |
| Roger Watson (former) | Executive Director | 2013-2018 | $32,117 | $97,265 | 3 |
Officers and directors, no compensation reported
16 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Carl Anderson | President | 2018-2025 | 2 | $0 reported | 2 |
| Stephen Gulley | President | 2015-2025 | 0 | $0 reported | 1 |
| Barry White | Vice President | 2010-2025 | 1 | $0 reported | 1 |
| William Rourke | Secretary | 2010-2025 | 0 | $0 reported | 1 |
| Charles Alexander | Director | 2025 | 1 | $0 reported | 1 |
| Phil Harrison | Secretary | 2025 | 1 | $0 reported | 1 |
| Sandra Wagner (former) | Director | 2011-2019 | 0 | $0 reported | 1 |
| Lloyd Pruitt (former) | Ex Officio Director | 2010-2016 | 0 | $0 reported | 2 |
| Becky Ankeny (former) | Ex Officio Director | 2011-2015 | 0 | $0 reported | 4 |
| Ked Dejmal (former) | Director | 2010-2015 | 0 | $0 reported | 1 |
| Steven Gulley (former) | PRESIDENT | 2010-2014 | 2 | $0 reported | 1 |
| Shari Lane (former) | DIRECTOR | 2010-2013 | 1 | $0 reported | 1 |
| Brendon Connelly (former) | EXECUTIVE DIRECTOR | 2010-2012 | 10 | $0 reported | 2 |
| Dave Hampton (former) | Director | 2010 | 1 | $0 reported | 3 |
| Colin Saxton (former) | Director | 2010 | 1 | $0 reported | 2 |
| Don Millage (former) | Treasurer | 2010 | 1 | $0 reported | 1 |
People by year
2025 · 9 people listed · 3 paid, $202K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $104,399 | $0 | $104,399 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $87,481 | $0 | $87,481 | 2 |
| David Hampton | Director | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Charles Alexander | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Phil Harrison | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Gulley | President | 0 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
2024 · 7 people listed · 3 paid, $196K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $101,066 | $0 | $101,066 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $84,642 | $0 | $84,642 | 2 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 7 people listed · 3 paid, $196K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $101,066 | $0 | $101,066 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $84,642 | $0 | $84,642 | 2 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 7 people listed · 3 paid, $178K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $91,665 | $0 | $91,665 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $76,818 | $0 | $76,818 | 2 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 7 people listed · 2 paid, $168K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $91,665 | $0 | $91,665 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $76,818 | $0 | $76,818 | 2 |
| David Hampton | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 7 people listed · 3 paid, $174K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 1 | $0 | $89,000 | $0 | $89,000 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $74,600 | $0 | $74,600 | 2 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 8 people listed · 2 paid, $158K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| James Le Shana | Ex Officio Director | 0 | $0 | $86,120 | $0 | $86,120 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $72,126 | $0 | $72,126 | 2 |
| Sandra Wagner | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| David Hampton | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 0 | $0 | $0 | $0 | $0 | 2 |
2018 · 10 people listed · 5 paid, $163K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Retha McCutchen | Ex Officio Director | 0 | $0 | $63,676 | $0 | $63,676 | 1 |
| Janelle Nordyke | Executive Director | 8 | $0 | $33,650 | $0 | $33,650 | 2 |
| Roger Watson | Executive Director | 8 | $0 | $32,117 | $0 | $32,117 | 3 |
| James Le Shana | Ex Officio Director | 0 | $0 | $23,424 | $0 | $23,424 | 1 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Sandra Wagner | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Carl Anderson | Ex Officio Director | 0 | $0 | $0 | $0 | $0 | 2 |
2017 · 7 people listed · 3 paid, $132K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger Watson | Executive Director | 8 | $0 | $65,148 | $0 | $65,148 | 3 |
| Retha McCutchen | Ex Officio Director | 0 | $0 | $57,220 | $0 | $57,220 | 1 |
| David Hampton | Treasurer | 1 | $0 | $10,000 | $0 | $10,000 | 1 |
| Sandra Wagner | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Stephen Gulley | President | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stephen Gulley | President | 2 | $0 | - | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | - | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | - | $0 | $0 | 1 |
| David Hampton | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| Sandra Wagner | Director | 0 | $0 | - | $0 | $0 | 1 |
| Roger Watson | Executive Director | 8 | $0 | - | $0 | $0 | 3 |
| Retha McCutchen | Ex Officio Director | 0 | $0 | - | $0 | $0 | 1 |
| Lloyd Pruitt | Ex Officio Director | 0 | $0 | - | $0 | $0 | 2 |
2015 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stephen Gulley | President | 2 | $0 | - | $0 | $0 | 1 |
| Barry White | Vice President | 1 | $0 | - | $0 | $0 | 1 |
| William Rourke | Secretary | 1 | $0 | - | $0 | $0 | 1 |
| David Hampton | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| Ked Dejmal | Director | 0 | $0 | - | $0 | $0 | 1 |
| Sandra Wagner | Director | 0 | $0 | - | $0 | $0 | 1 |
| Roger Watson | Executive Director | 8 | $0 | - | $0 | $0 | 3 |
| Becky Ankeny | Ex Officio Director | 0 | $0 | - | $0 | $0 | 4 |
| Lloyd Pruitt | Ex Officio Director | 0 | $0 | - | $0 | $0 | 2 |
2014 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN GULLEY | PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| BARRY WHITE | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM ROURKE | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| DAVID HAMPTON | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KED DEJMAL | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| SANDRA WAGNER | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| ROGER WATSON | EXECUTIVE DIRECTOR | 8 | $0 | - | $0 | $0 | 3 |
| BECKY ANKENY | EX OFFICIO DIRECTOR | 0 | $0 | - | $0 | $0 | 4 |
| LLOYD PRUITT | EX OFFICIO DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
2013 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN GULLEY | PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| BARRY WHITE | VICE PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| WILLIAM ROURKE | SECRETARY | 1 | $0 | - | - | $0 | 1 |
| DAVID HAMPTON | TREASURER | 1 | $0 | - | - | $0 | 1 |
| SHARI LANE | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| KED DEJMAL | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| SANDRA WAGNER | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| ROGER WATSON | EXECUTIVE DIRECTOR | 10 | $0 | - | $0 | $0 | 3 |
| BECKY ANKENY | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 4 |
| LLOYD PRUITT | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 2 |
2012 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN GULLEY | PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| BARRY WHITE | VICE PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| WILLIAM ROURKE | SECRETARY | 1 | $0 | - | - | $0 | 1 |
| DAVID HAMPTON | TREASURER | 1 | $0 | - | - | $0 | 1 |
| SHARI LANE | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| KED DEJMAL | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| SANDRA WAGNER | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| BRENDON CONNELLY | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| BECKY ANKENY | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 4 |
| LLOYD PRUITT | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 2 |
2011 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN GULLEY | PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| BARRY WHITE | VICE PRESIDENT | 1 | $0 | - | - | $0 | 1 |
| WILLIAM ROURKE | SECRETARY | 1 | $0 | - | - | $0 | 1 |
| DAVID HAMPTON | TREASURER | 1 | $0 | - | - | $0 | 1 |
| SHARI LANE | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| KED DEJMAL | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| SANDRA WAGNER | DIRECTOR | 1 | $0 | - | - | $0 | 1 |
| BRENDON CONNELLY | EXECUTIVE DIRECTOR | 10 | $0 | - | - | $0 | 2 |
| BECKY ANKENY | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 4 |
| LLOYD PRUITT | EX OFFICIO DIRECTOR | 1 | $0 | - | - | $0 | 2 |
2010 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE HAMPTON | Director | 1 | $0 | - | - | $0 | 3 |
| SHARI LANE | Director | 1 | $0 | - | - | $0 | 1 |
| BARRY WHITE | Vice President | 1 | $0 | - | - | $0 | 1 |
| STEVEN GULLEY | President | 1 | $0 | - | - | $0 | 1 |
| WILLIAM ROURKE | Secretary | 1 | $0 | - | - | $0 | 1 |
| KED DEJMAL | Director | 1 | $0 | - | - | $0 | 1 |
| COLIN SAXTON | Director | 1 | $0 | - | - | $0 | 2 |
| LLOYD PRUITT | Director | 1 | $0 | - | - | $0 | 2 |
| DON MILLAGE | Treasurer | 1 | $0 | - | - | $0 | 1 |
| BRENDON CONNELLY | Executive Direc | 10 | $0 | - | - | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $29,480 | $62,510 | $517,267 | $517,267 | $0 | $24,396 | $0 | 0 | 6 |
| 2024 · Form 990 | ||||||||
| $45,106 | $23,194 | $512,368 | $512,368 | $0 | $26,835 | $0 | 0 | 5 |
| 2023 · Form 990 | ||||||||
| $30,041 | $26,609 | $661,014 | $457,341 | $0 | $28,265 | $0 | 0 | 6 |
| 2022 · Form 990 | ||||||||
| $33,525 | $38,931 | $582,099 | $395,332 | $0 | $31,498 | $0 | 0 | 6 |
| 2021 · Form 990 | ||||||||
| $171,400 | $38,617 | $690,291 | $500,292 | $0 | $40,550 | $0 | 0 | 6 |
| 2020 · Form 990 | ||||||||
| $246,818 | $36,758 | $494,285 | $306,560 | $0 | $20,570 | $0 | 0 | 6 |
| 2019 · Form 990 | ||||||||
| $60,845 | $34,423 | $264,220 | $63,352 | $200 | $27,836 | $0 | 0 | 7 |
| 2018 · Form 990 | ||||||||
| $49,916 | $36,443 | $199,539 | $8,048 | $0 | $31,033 | $0 | 0 | 5 |
| 2017 · Form 990 | ||||||||
| $101,957 | $40,426 | $198,623 | $7,132 | $3,080 | $33,037 | $0 | 0 | 5 |
| 2016 · Form 990EZ | ||||||||
| $136,919 | $44,022 | $204,046 | -$75,551 | $2,368 | $31,861 | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $49,512 | $47,598 | $103,577 | -$169,131 | $30 | $32,512 | - | - | - |
| 2014 · Form 990EZ | ||||||||
| $56,876 | $58,900 | $115,797 | -$164,293 | $21,231 | $33,057 | - | - | - |
| 2013 · Form 990EZ | ||||||||
| $53,431 | $59,439 | $134,663 | -$162,269 | $21,035 | $31,821 | - | - | - |
| 2012 · Form 990EZ | ||||||||
| $35,858 | $38,566 | $142,176 | -$139,256 | $3,670 | $31,544 | - | - | - |
| 2011 · Form 990EZ | ||||||||
| $60,208 | $51,608 | $161,849 | -$139,028 | $26,463 | $32,596 | - | - | - |
| 2010 · Form 990EZ | ||||||||
| $150,637 | $178,395 | $173,698 | -$147,466 | $41,126 | $105,940 | - | - | - |
Funders of this organization
1 grantor reported grants to this organization, $77 in all, tax years 2020 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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “NORTHWEST YEARLY MEETING OF FRIENDS FOUNDATION” | 2020-2023 | 4 | $77 | 2023 | $30 | show |
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| LALLIE KEMP FOUNDATION | LA | T70 | $32,651 | $16,858 | CHAIRPERSON | $0 | Same NTEE code T70, revenue within 2x |
| UNITED WAY OF EAST-CENTRAL TEXAS | TX | T70 | $25,720 | $30,892 | PRESIDENT-SECRETARY | $0 | Same NTEE code T70, revenue within 2x |
| HULL FOUNDATION INC | MS | T70 | $56,053 | $42,782 | DIRECTOR | $0 | Same NTEE code T70, revenue within 2x |
| TONY CAPUTO FOUNDATION | UT | T70 | $23,759 | $28,697 | DIRECTOR | $0 | Same NTEE code T70, revenue within 2x |
| BATAVIA ROTARY CLUB EDUCATIONAL AND CHARITABLE FUND INC | OH | T70 | $23,322 | $20,753 | President | $0 | Same NTEE code T70, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 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).
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.
2025 · Form 990 · $62,510 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $32,839 | $32,839 | $0 | $0 | 52.5% | |
| Fees: management | $19,000 | $10,000 | $8,100 | $900 | 30.4% | |
| Other (as described) | Annuity Payments to USNB | $8,101 | $8,101 | $0 | $0 | 13.0% |
| Fees: legal | $2,430 | $2,430 | $0 | $0 | 3.9% | |
| Fees: investment management | $140 | $140 | $0 | $0 | 0.2% | |
| Total | $62,510 | 100% |
2024 · Form 990 · $23,194 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $18,000 | $9,000 | $8,100 | $900 | 77.6% | |
| Payments to affiliates | $2,779 | $2,779 | - | - | 12.0% | |
| Interest | $1,960 | $0 | $0 | $1,960 | 8.5% | |
| Other (as described) | Annuity Payments to USNB | $188 | $188 | $0 | $0 | 0.8% |
| Fees: investment management | $140 | $140 | $0 | $0 | 0.6% | |
| Office expenses | $127 | $63 | $58 | $6 | 0.5% | |
| Total | $23,194 | 100% |
2023 · Form 990 · $26,609 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $18,000 | $9,000 | $8,100 | $900 | 67.6% | |
| Interest | $8,404 | $0 | $0 | $8,404 | 31.6% | |
| Fees: investment management | $140 | $140 | $0 | $0 | 0.5% | |
| Office expenses | $65 | $32 | $29 | $4 | 0.2% | |
| Total | $26,609 | 100% |
2022 · Form 990 · $38,931 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $18,000 | $9,000 | $8,100 | $900 | 46.2% | |
| Payments to affiliates | $11,148 | $0 | $11,148 | $0 | 28.6% | |
| Interest | $8,405 | $0 | $0 | $8,405 | 21.6% | |
| Other (as described) | Endowment Gains paid out to Non-Affiliates | $1,050 | $0 | $1,050 | $0 | 2.7% |
| Fees: investment management | $140 | $140 | $0 | $0 | 0.4% | |
| Office expenses | $97 | $48 | $44 | $5 | 0.2% | |
| Other (as described) | 990 Filing Fees | $91 | $0 | $91 | $0 | 0.2% |
| Total | $38,931 | 100% |
2021 · Form 990 · $38,617 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $13,524 | $0 | $13,524 | $0 | 35.0% | |
| Fees: management | $12,000 | $6,000 | $5,400 | $600 | 31.1% | |
| Interest | $8,405 | $0 | $8,405 | $0 | 21.8% | |
| Other (as described) | Endowment Gains Paid out to Non-Affiliates | $3,826 | $0 | $3,826 | $0 | 9.9% |
| Other (as described) | Memorial Contribution | $500 | $0 | $500 | $0 | 1.3% |
| Office expenses | $202 | $101 | $91 | $10 | 0.5% | |
| Fees: investment management | $160 | $160 | $0 | $0 | 0.4% | |
| Total | $38,617 | 100% |
2020 · Form 990 · $36,758 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $12,087 | $12,087 | - | - | 32.9% | |
| Fees: management | $12,000 | $4,800 | $4,800 | $2,400 | 32.6% | |
| Interest | $8,405 | - | $8,405 | - | 22.9% | |
| Other (as described) | Endowment Gains Paid out to Others | $3,942 | $0 | $3,942 | $0 | 10.7% |
| Office expenses | $184 | $62 | $62 | $60 | 0.5% | |
| Fees: investment management | $140 | $140 | - | - | 0.4% | |
| Total | $36,758 | 100% |
2019 · Form 990 · $34,423 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $13,264 | $13,264 | $0 | $0 | 38.5% | |
| Fees: management | $12,000 | $6,000 | $5,000 | $1,000 | 34.9% | |
| Interest | $8,582 | $0 | $8,582 | $0 | 24.9% | |
| Office expenses | $437 | $219 | $197 | $21 | 1.3% | |
| Fees: investment management | $140 | $140 | $0 | $0 | 0.4% | |
| Total | $34,423 | 100% |
2018 · Form 990 · $36,443 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $14,430 | $14,430 | $0 | $0 | 39.6% | |
| Fees: management | $12,000 | $6,000 | $5,000 | $1,000 | 32.9% | |
| Interest | $9,560 | $0 | $9,560 | $0 | 26.2% | |
| Office expenses | $262 | $131 | $118 | $13 | 0.7% | |
| Fees: investment management | $191 | $191 | $0 | $0 | 0.5% | |
| Total | $36,443 | 100% |
2017 · Form 990 · $40,426 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $14,973 | $14,973 | - | - | 37.0% | |
| Interest | $12,603 | - | $12,603 | - | 31.2% | |
| Fees: management | $12,000 | $6,000 | $5,000 | $1,000 | 29.7% | |
| Fees: investment management | $655 | $655 | - | - | 1.6% | |
| Office expenses | $195 | $100 | $90 | $5 | 0.5% | |
| Total | $40,426 | 100% |
2016 · Form 990EZ · $44,022 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $27,698 | 62.9% | |
| Fees to independent contractors | $15,427 | 35.0% | |
| Printing, publications, postage | $897 | 2.0% | |
| Total | $44,022 | 100% |
2015 · Form 990EZ · $47,598 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $35,493 | 74.6% | |
| Fees to independent contractors | $11,072 | 23.3% | |
| Printing, publications, postage | $1,033 | 2.2% | |
| Total | $47,598 | 100% |
2014 · Form 990EZ · $58,900 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $40,827 | 69.3% | |
| Fees to independent contractors | $17,083 | 29.0% | |
| Printing, publications, postage | $990 | 1.7% | |
| Total | $58,900 | 100% |
2013 · Form 990EZ · $59,439 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $39,855 | 67.1% | |
| Fees to independent contractors | $18,048 | 30.4% | |
| Printing, publications, postage | $1,536 | 2.6% | |
| Total | $59,439 | 100% |
2012 · Form 990EZ · $38,566 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $20,205 | 52.4% | |
| Fees to independent contractors | $18,313 | 47.5% | |
| Printing, publications, postage | $48 | 0.1% | |
| Total | $38,566 | 100% |
2011 · Form 990EZ · $51,608 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $29,883 | 57.9% | |
| Fees to independent contractors | $21,591 | 41.8% | |
| Printing, publications, postage | $134 | 0.3% | |
| Total | $51,608 | 100% |
2010 · Form 990EZ · $178,395 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $160,512 | 90.0% | |
| Fees to independent contractors | $17,400 | 9.8% | |
| Printing, publications, postage | $483 | 0.3% | |
| Total | $178,395 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 1 | $0 | $0 | $103,759 | 0 | $0 | $0 | $0 |
| 2023 · Form 990 | ||||||||
| Yes | 1 | $6,690 | $0 | $130,357 | 0 | $0 | $0 | $0 |
| 2022 · Form 990 | ||||||||
| Yes | 1 | $0 | $0 | $139,204 | 0 | $0 | $0 | $0 |