STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROSWELL SERTOMA CLUB INC

Cite this

Plain text ROSWELL SERTOMA CLUB INC. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/856009082. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). ROSWELL SERTOMA CLUB INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/856009082

MLA “ROSWELL SERTOMA CLUB INC.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/856009082. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $198K · expenses $154K · assets $2.0M

EIN
85-6009082
Address
PO BOX 202, ROSWELL, NM 88202-0202
Website
ROSWELLSERTOMA.ORG
NTEE code
T30
Subsection
501(c)(3)
Ruling year
2009
Cross-check
ProPublica Nonprofit Explorer

Mission

CIVIC SERVICE ORGANIZATION AFFILIATED WITH SERTOMA INTERNATIONAL

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

1 person 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
Mary Davis Secretary2017-2024 $5,008$38,816 1

Officers and directors, no compensation reported

38 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
Raymond Baca President2021-2024 0 $0 reported 1
Anthony D'Arezzo Treasurer2012-2024 0 $0 reported 1
Tommy Garcia 2ND VP2015-2024 0 $0 reported 1
Rita Lara Sergeant At Arm2024 0 $0 reported 1
Emma Burt Director2024 0 $0 reported 1
Mindy Young Director2024 0 $0 reported 1
Mike Archuleta Director2024 0 $0 reported 1
Jessie Lewis Director2024 0 $0 reported 1
Lorrina Segovia (former) President Elect2017-2023 0 $0 reported 3
Richard Van Winkle (former) Director2012-2023 0 $0 reported 1
Shirley Young (former) Director2019-2023 0 $0 reported 1
Howard Allman (former) Director2019-2023 0 $0 reported 1
Adriane Raven (former) President2018-2023 0 $0 reported 1
Jennifer Bogschutz (former) Vice President2021-2023 0 $0 reported 1
Bill Wolf (former) Sergeant At Arm2012-2023 0 $0 reported 1
Adriane Lewis (former) PRESIDENT EL2019-2020 Not reported $0 reported 1
Tom Jennings (former) SERGEANT AT2017-2020 Not reported $0 reported 2
Eric Neria (former) PRESIDENT2018-2020 Not reported $0 reported 1
Paul Hanna (former) DIRECTOR2018 2 $0 reported 2
Louis Mestas (former) DIRECTOR2017 2 $0 reported 1
Mireya Trujillo (former) DIRECTOR2017 2 $0 reported 1
David Gomez (former) PRESIDENT2017 5 $0 reported 1
Ivan Hall (former) Director2014-2016 2 $0 reported 3
Bob Bell (former) Director2014-2016 2 $0 reported 1
Arthur Torrez (former) Director2015-2016 2 $0 reported 1
Bob Stansell (former) President2014-2016 5 $0 reported 1
Micheal Trujillo (former) Pres Elect2015-2016 2 $0 reported 1
Joyce Bogschutz (former) Vice President2015-2016 2 $0 reported 1
Lolly Zamora (former) Secretary2013-2016 3 $0 reported 1
Robert Carroll (former) Pres Elect2013-2014 2 $0 reported 1
Daniel Gomez (former) Director2014 2 $0 reported 1
Britt Donaldson (former) Director2012-2013 0 $0 reported 2
Art Torrez (former) President2012-2013 0 $0 reported 1
Jerry Heck (former) Director2012-2013 0 $0 reported 1
John Bogshutz (former) Sergeant-at-Arm2012-2013 0 $0 reported 1
Gil Goodman (former) Secretary2012 0 $0 reported 1
Bob Carroll (former) Vice President2012 0 $0 reported 1
Alex Pankey (former) President2012 0 $0 reported 1

People by year

2024 · 9 people listed · 1 paid, $5K · 7 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS Secretary3 $5,008$0$0 $5,0081
TOMMY GARCIA 2ND VP0 $0$0$0 $01
RITA LARA Sergeant At Arm0 $0$0$0 $01
EMMA BURT Director0 $0$0$0 $01
MINDY YOUNG Director0 $0$0$0 $01
MIKE ARCHULETA Director0 $0$0$0 $01
JESSIE LEWIS Director0 $0$0$0 $01
RAYMOND BACA President0 $0$0$0 $01
ANTHONY D'AREZZO Treasurer0 $0$0$0 $01
2023 · 10 people listed · 1 paid, $5K · 9 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS Secretary0 $5,008$0$0 $5,0081
LORRINA SEGOVIA President Elect0 $0$0$0 $03
RICHARD VAN WINKLE Director0 $0$0$0 $01
SHIRLEY YOUNG Director0 $0$0$0 $01
HOWARD ALLMAN Director0 $0$0$0 $01
RAYMOND BACA Director0 $0$0$0 $01
ADRIANE RAVEN President0 $0$0$0 $01
JENNIFER BOGSCHUTZ Vice President0 $0$0$0 $01
ANTHONY D'AREZZO Treasurer0 $0$0$0 $01
BILL WOLF Sergeant At Arm0 $0$0$0 $01
2022 · 10 people listed · 1 paid, $5K · 10 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS Secretary0 $4,800$0$0 $4,8001
LORRINA SEGOVIA President Elect0 $0$0$0 $03
RICHARD VAN WINKLE Director0 $0$0$0 $01
SHIRLEY YOUNG Director0 $0$0$0 $01
HOWARD ALLMAN Director0 $0$0$0 $01
RAYMOND BACA Director0 $0$0$0 $01
ADRIANE RAVEN President0 $0$0$0 $01
JENNIFER BOGSCHUTZ Vice President0 $0$0$0 $01
ANTHONY D'AREZZO Treasurer0 $0$0$0 $01
BILL WOLF Sergeant At Arm0 $0$0$0 $01
2021 · 10 people listed · 1 paid, $5K · 9 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS Secretary0 $4,800$0$0 $4,8001
LORRINA SEGOVIA President Elect0 $0$0$0 $03
RICHARD VAN WINKLE Director0 $0$0$0 $01
SHIRLEY YOUNG Director0 $0$0$0 $01
HOWARD ALLMAN Director0 $0$0$0 $01
RAYMOND BACA Director0 $0$0$0 $01
ADRIANE RAVEN President0 $0$0$0 $01
JENNIFER BOGSCHUTZ Vice President0 $0$0$0 $01
ANTHONY D'AREZZO Treasurer0 $0$0$0 $01
BILL WOLF Sergeant At Arm0 $0$0$0 $01
2020 · 10 people listed · 1 paid, $5K · 9 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS SECRETARY- $4,800$0$0 $4,8001
HOWARD ALLMAN DIRECTOR- $0$0$0 $01
TOMMY GARCIA DIRECTOR- $0$0$0 $01
ADRIANE LEWIS PRESIDENT EL- $0$0$0 $01
RICHARD VAN WINKLE DIRECTOR- $0$0$0 $01
SHIRLEY YOUNG DIRECTOR- $0$0$0 $01
ANTHONY D'AREZZO TREASURER- $0$0$0 $01
TOM JENNINGS SERGEANT AT- $0$0$0 $02
ERIC NERIA PRESIDENT- $0$0$0 $01
LORRINA SEGOVIA VICE PRESIDE- $0$0$0 $03
2019 · 10 people listed · 1 paid, $5K · 13 employees · 48 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS SECRETARY3 $4,800$0$0 $4,8001
HOWARD ALLMAN DIRECTOR2 $0$0$0 $01
TOMMY GARCIA DIRECTOR2 $0$0$0 $01
ADRIANE LEWIS PRESIDENT EL2 $0$0$0 $01
RICHARD VAN WINKLE DIRECTOR2 $0$0$0 $01
SHIRLEY YOUNG DIRECTOR2 $0$0$0 $01
ANTHONY D'AREZZO TREASURER5 $0$0$0 $01
TOM JENNINGS SERGEANT AT2 $0$0$0 $02
ERIC NERIA PRESIDENT5 $0$0$0 $01
LORRINA SEGOVIA VICE PRESIDE2 $0$0$0 $03
2018 · 10 people listed · 1 paid, $5K · 13 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS SECRETARY3 $4,800$0$0 $4,8001
TOMMY GARCIA DIRECTOR2 $0$0$0 $01
PAUL HANNA DIRECTOR2 $0$0$0 $02
TOM JENNINGS DIRECTOR2 $0$0$0 $02
ADRIANE RAVEN SERGEANT-AT-2 $0$0$0 $01
RICHARD VAN WINKLE DIRECTOR2 $0$0$0 $01
ANTHONY D'AREZZO TREASURER5 $0$0$0 $01
ERIC NERIA PRES ELECT2 $0$0$0 $01
LORRINA SEGOVIA PRESIDENT5 $0$0$0 $03
BILL WOLF VICE PRESIDE2 $0$0$0 $01
2017 · 9 people listed · 1 paid, $5K · 17 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY DAVIS SECRETARY3 $4,800$0$0 $4,8001
TOM JENNINGS DIRECTOR2 $0$0$0 $02
LOUIS MESTAS DIRECTOR2 $0$0$0 $01
MIREYA TRUJILLO DIRECTOR2 $0$0$0 $01
RICHARD VAN WINKLE SERGEANT-AT-2 $0$0$0 $01
ANTHONY D'AREZZO TREASURER5 $0$0$0 $01
DAVID GOMEZ PRESIDENT5 $0$0$0 $01
LORRINA SEGOVIA PRES ELECT2 $0$0$0 $03
BILL WOLF VICE PRESIDE2 $0$0$0 $01
2016 · 10 people listed · none paid · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Van Winkle Sergeant-At-Arm2 $0$0$0 $01
Bob Bell Director2 $0$0$0 $01
Arthur Torrez Director2 $0$0$0 $01
Ivan Hall Director2 $0$0$0 $03
Tommy Garcia Director2 $0$0$0 $01
Bob Stansell President5 $0$0$0 $01
Micheal Trujillo Pres Elect2 $0$0$0 $01
Joyce Bogschutz Vice President2 $0$0$0 $01
Lolly Zamora Secretary3 $0$0$0 $01
Anthony D'Arezzo Treasurer5 $0$0$0 $01
2015 · 10 people listed · none paid · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Richard Van Winkle Sergeant-At-Arm2 $0$0$0 $01
Bob Bell Director2 $0$0$0 $01
Arthur Torrez Director2 $0$0$0 $01
Ivan Hall Director2 $0$0$0 $03
Tommy Garcia Director2 $0$0$0 $01
Bob Stansell President5 $0$0$0 $01
Micheal Trujillo Pres Elect2 $0$0$0 $01
Joyce Bogschutz Vice President2 $0$0$0 $01
Lolly Zamora Secretary3 $0$0$0 $01
Anthony D'Arezzo Treasurer5 $0$0$0 $01
2014 · 9 people listed · none paid · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Daniel Gomez Director2 $0$0$0 $01
Bob Stansell Director2 $0$0$0 $01
Bob Bell Director2 $0$0$0 $01
Ivan Hall Director2 $0$0$0 $03
Bill Wolf Vice President2 $0$0$0 $01
Lolly Zamora Secretary3 $0$0$0 $01
Robert Carroll Pres Elect2 $0$0$0 $01
Richard Van Winkle President5 $0$0$0 $01
Anthony D'Arezzo Treasurer5 $0$0$0 $01
2013 · 9 people listed · none paid · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Art Torrez President0 $0$0$0 $01
Bill Wolf Director0 $0$0$0 $01
Lolly Zamora Secretary0 $0$0$0 $01
Robert Carroll Vice President0 $0$0$0 $01
Britt Donaldson Director0 $0$0$0 $02
Richard Van Winkle President Elect0 $0$0$0 $01
Jerry Heck Director0 $0$0$0 $01
Anthony D'Arezzo Treasurer0 $0$0$0 $01
John Bogshutz Sergeant-at-Arm0 $0$0$0 $01
2012 · 10 people listed · none paid · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Bogshutz Sergeant-at-Arm0 $0$0$0 $01
Anthony D'Arezzo Treasurer0 $0$0$0 $01
Gil Goodman Secretary0 $0$0$0 $01
Jerry Heck Director0 $0$0$0 $01
Richard Van Winkle Director0 $0$0$0 $01
Britt Donaldson Director0 $0$0$0 $02
Bob Carroll Vice President0 $0$0$0 $01
Alex Pankey President0 $0$0$0 $01
Bill Wolf Director0 $0$0$0 $01
Art Torrez President Elect0 $0$0$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$198,469$153,727 $2,029,552$1,895,402 $30,574$2,340 $07-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$160,632$124,449 $1,976,744$1,850,660 $12,720$3,285 $09-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$93,467$115,979 $1,863,188$1,814,477 $25,908$2,755 $010-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$233,743$117,841 $1,856,654$1,836,989 $8,138$940 $09-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$149,057$50,080 $1,937,126$1,721,087 $550$4,070 $4,800940
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$82,241$90,753 $1,679,528$1,539,102 $4,796$4,950 $4,8001348
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$172,754$144,252 $1,617,134$1,503,450 $6,440$2,360 $4,8001345
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$154,909$152,134 $1,624,673$1,474,948 $13,988$5,944 $4,80017-
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$203,103$158,176 $1,618,193$1,472,173 $16,472$3,877 $013-
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$97,677$166,358 $1,549,070$1,427,246 $6,596$1,271 $013-
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$141,461$156,489 $1,695,359$1,495,927 $7,835$5,683 $013-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$165,976$106,576 $1,763,038$1,522,858 $6,172$2,392 $013-
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$110,808$144,891 $1,629,042$1,478,908 $13,420$2,992 $013-

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

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 · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RIO RANCHO ROTARY FOUNDATION INCNMT30 $183,790$28,956 PRESIDENT$0 Same NTEE code T30, revenue within 2x, same state
NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TR IINMT30 $221,625$220,000 TRUSTEE$0 Same NTEE code T30, revenue within 2x, same state
SERTOMA INCSDT30 $188,506$81,680 DIRECTOR$0 Same NTEE code T30, revenue within 2x, similar name
SERTOMA INCFLT30 $175,970$168,055 Past President$0 Same NTEE code T30, revenue within 2x, similar name
SERTOMA INCTNT30 $167,054$1,566,405 EXECUTIVE DIRECTOR$25,000 Same NTEE code T30, revenue within 2x, similar name
SERTOMA INCMOT30 $173,100$172,786 VP$0 Same NTEE code T30, revenue within 2x, similar name
SERTOMA INCFLT30 $199,999$147,941 CHAIR PERSON$0 Same NTEE code T30, revenue within 2x, similar name
LIBERTORE FUND FOR CHILDREN INCFLT30 $215,214$297,994 CHAIRMAN$0 Same NTEE code T30, revenue within 2x
ROTARY CLUB OF LAKEVILLE FOUNDATIONMNT30 $190,372$222,162 Secretary$12,037 Same NTEE code T30, revenue within 2x
ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INCCAT30 $234,709$271,844 President$0 Same NTEE code T30, revenue within 2x
ENCINITAS ROTARY CLUB FOUNDATIONCAT30 $233,166$295,369 PRESIDENT$0 Same NTEE code T30, revenue within 2x
WOME WOMENS SOCCER CLUB INCWIT30 $193,521$263,116 PRESIDENT AND DIRECTOR$50,769 Same NTEE code T30, revenue within 2x
ROSE GIVING INCMNT30 $168,999$141,184 President$0 Same NTEE code T30, revenue within 2x
STONY HILL PLAYERS INCNJT30 $168,024$170,133 President$23,500 Same NTEE code T30, revenue within 2x
SENIOR MENS CLUB FOUNDATIONMIT30 $190,477$133,186 Development Chair$0 Same NTEE code T30, revenue within 2x
BOULDER ROTARY CLUB FOUNDATION INCCOT30 $215,152$184,286 CFO$600 Same NTEE code T30, revenue within 2x
VCC CARES INCART30 $192,656$176,500 PRESIDENT$0 Same NTEE code T30, revenue within 2x
KIWANIS CLUB OF ROSEVILLECAT30 $171,021$149,694 1ST YEAR DIRECTOR$0 Same NTEE code T30, revenue within 2x
HEBRON LIONS CHARITIES INCCTT30 $188,921$219,270 Club President$0 Same NTEE code T30, revenue within 2x
KIWANIS CLUB OF SAN JOSE FOUNDATION INCCAT30 $200,142$203,301 DIRECTOR$0 Same NTEE code T30, revenue within 2x
DAIRY CARES OF WISCONSIN INCWIT30 $225,955$237,006 TREASURER &$0 Same NTEE code T30, revenue within 2x
WEST U ROTARY CLUB FOUNDATIONTXT30 $185,664$168,563 MEMBER$0 Same NTEE code T30, revenue within 2x
CHASE BREXTON REALTY INCMDT30 $183,830$2,379,067 VICE PRESIDENT$544,115 Same NTEE code T30, revenue within 2x
WORCESTER COUNTY BEEKEEPERS ASSOCIATION INCORPORATEDMAT30 $207,708$211,984 DIRECTOR$0 Same NTEE code T30, revenue within 2x
ROTARY CLUB OF THE VILLAGES FOUNDATION INCFLT30 $166,275$142,883 TREASURER$1,200 Same NTEE code T30, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,714,38529 162017–2024 SUCEDE INC; FRIENDS OF RECREATION INC; BELLAIRE SOUTHWEST HOUSTON ROTARY FOUNDATION INC; AMERICAN FRIENDS OF TFFAT INC and 12 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,708,24452 212016–2024 FRIENDS OF RECREATION INC; NYPDS FIGHTING FINEST INC; MICHELLE MCGANN FUND INC; AMERICAN FRIENDS OF TFFAT INC and 17 more
GIVE BACK FOUNDATION DAF sponsor$1,204,2608 12018–2025 CHILD AID INTERNATIONAL INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$694,29725 62014–2024 SAM FOUNDATION INC; 306 FOUNDATION INC; SIMPLE CHARITY INC; WATCO CHARITIES INC and 2 more
GLOBAL IMPACT DAF sponsor$684,3997 12009–2016 CHILD AID INTERNATIONAL INC
NATIONAL PHILANTHROPIC TR DAF sponsor$526,53923 92014–2024 FRIENDS OF RECREATION INC; QUARRY FARM FOUNDATION INC; SUCEDE INC; POP CARES INC and 5 more
JEWISH COMMUNAL FUND DAF sponsor$357,85924 32009–2024 KESER DOVID INC; AMUDEI CHESED INC; NYPDS FIGHTING FINEST INC
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC DAF sponsor$345,27912 22015–2024 SARASOTA ROTARY FOUNDATION INC; SERTOMA INC
FORGOOD INC DAF sponsor$315,35123 72011–2024 CHILDRENS ALOPECIA PROJECT; SUCEDE INC; POP CARES INC; SARASOTA ROTARY FOUNDATION INC and 3 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$283,77222 72019–2024 CARTHAGE AREA UNITED WAY INC; CHILDRENS ALOPECIA PROJECT; EXCHANGE CLUB OF CULVER CITY CHARITABLE FOUNDATION INC; HEBRON LIONS CHARITIES INC and 3 more
COMMUNITY FOUNDATION OF GREATER FLINT DAF sponsor$232,8719 12013–2024 FLINT DIAPER BANK INC
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$225,0004 12013–2016 ARUNA PARTNERSHIP INC
JOHN D & CATHERINE T MACARTHUR FOUNDATION Private foundation$219,0006 12017–2022 FAITH SEEDS INTERNATIONAL
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$170,0003 12021–2024 FRIENDS OF RECREATION INC
BILL AND SHARON ALLEN FAMILYFOUNDATION Private foundation$135,0005 12020–2024 CHARLOTTE KNIGHTS CHARITIES 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 · $153,727 spent · pay $0 · grants $118,646 · events $15,083
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $118,646$118,646-- 77.2%
Conferences, conventions and meetings $12,168$12,168-- 7.9%
Fees: investment management $10,688$9,619$1,069- 7.0%
Other (as described)Dues Expense $4,120-$4,120- 2.7%
Other (as described)Christmas $2,939-$2,939- 1.9%
Other (as described) EventInstallation Banquet $2,915-$2,915- 1.9%
Other (as described)Guest Meals $1,884-$1,884- 1.2%
All other expenses $367$18$349- 0.2%
Total$153,727100%

View the filing

2023 · Form 990 · $124,449 spent · pay $0 · grants $92,789 · events $14,738
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $92,789$92,789-- 74.6%
Conferences, conventions and meetings $14,738$14,738-- 11.8%
Fees: investment management $9,315$8,384$931- 7.5%
Other (as described)Dues Expense $4,493-$4,493- 3.6%
Other (as described)Christmas $1,629-$1,629- 1.3%
Other (as described)Guest Meals $1,400-$1,400- 1.1%
Other (as described)PLAQUES/AWARDS $66-$66- 0.1%
All other expenses $19$19-- 0.0%
Total$124,449100%

View the filing

2022 · Form 990 · $115,979 spent · pay $0 · grants $76,102 · events $17,081
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $76,056$76,056-- 65.6%
Conferences, conventions and meetings $16,144$16,144-- 13.9%
Fees: investment management $8,317$7,486$831- 7.2%
Insurance $5,835-$5,835- 5.0%
Other (as described)Dues Expense $3,586-$3,586- 3.1%
Other (as described)Christmas $2,419-$2,419- 2.1%
Other (as described)Guest Meals $1,615-$1,615- 1.4%
Other (as described) EventInstallation Banquet $937-$937- 0.8%
All other expenses $631$79$552- 0.5%
Interest $393-$393- 0.3%
Grants to US organizations and governments $46$46-- 0.0%
Total$115,979100%

View the filing

2021 · Form 990 · $117,841 spent · pay $0 · grants $66,077 · events $8,577
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $66,055$66,055-- 56.1%
Other (as described)Income Tax Expense $25,018-$25,018- 21.2%
Fees: investment management $10,123$8,099$1,012$1,012 8.6%
Conferences, conventions and meetings $6,139$6,139-- 5.2%
Other (as described)Dues Expense $4,686$4,686-- 4.0%
Other (as described)Christmas $2,465$2,465-- 2.1%
Other (as described) EventInstallation Banquet $2,438$2,438-- 2.1%
All other expenses $895$884$1$10 0.8%
Grants to US organizations and governments $22$22-- 0.0%
Total$117,841100%

View the filing

2020 · Form 990 · $50,080 spent · pay $0 · grants $30,400 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $30,400$30,400-- 60.7%
Fees: investment management $10,282$8,226$1,028$1,028 20.5%
Other (as described)DUES $6,308$6,308-- 12.6%
Other (as described)BOARD MEETINGS $2,896$2,896-- 5.8%
Other (as described)FLOWERS & ROSES $124$124-- 0.2%
Other (as described)POSTAGE & SHIPPING $61$12$6$43 0.1%
All other expenses $9$9-- 0.0%
Total$50,080100%

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2019 · Form 990 · $90,753 spent · pay $0 · grants $59,842 · events $4,575
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $59,842$59,842-- 65.9%
Fees: investment management $11,287$9,029$1,129$1,129 12.4%
Other (as described)BOARD MEETINGS $4,782$4,782-- 5.3%
Conferences, conventions and meetings $4,575$4,575-- 5.0%
Other (as described)DUES $3,840$3,840-- 4.2%
All other expenses $2,535$2,512$3$20 2.8%
Other (as described)INCOME TAX ON PULLTABS $2,302--$2,302 2.5%
Other (as described)GUEST MEALS $1,590$1,590-- 1.8%
Total$90,753100%

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2018 · Form 990 · $144,252 spent · pay $0 · grants $95,247 · events $4,898
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $95,247$95,247-- 66.0%
Other (as described)INCOME TAX ON PULLTABS $15,637--$15,637 10.8%
Fees: investment management $11,902$9,522$1,190$1,190 8.3%
Other (as described)BOARD MEETINGS $5,997$5,997-- 4.2%
All other expenses $5,903$5,800$13$90 4.1%
Other (as described)DUES $4,668$4,668-- 3.2%
Other (as described) EventINSTALLATION BANQUET $4,198$4,198-- 2.9%
Conferences, conventions and meetings $700$700-- 0.5%
Total$144,252100%

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2017 · Form 990 · $152,134 spent · pay $0 · grants $96,277 · events $4,300
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $96,277$96,277-- 63.3%
Other (as described)INCOME TAX ON PULLTABS $18,049--$18,049 11.9%
Fees: investment management $13,250$10,600$1,325$1,325 8.7%
Other (as described)DUES $6,146$6,146-- 4.0%
All other expenses $5,807$5,570$30$207 3.8%
Other (as described)BOARD MEETINGS $5,702$5,702-- 3.7%
Conferences, conventions and meetings $4,300$4,300-- 2.8%
Other (as described)CHRISTMAS $2,603$2,603-- 1.7%
Total$152,134100%

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2016 · Form 990 · $158,176 spent · pay $0 · grants $100,506 · events $8,588
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $100,430$100,430-- 63.5%
Fees: investment management $16,319$13,055$1,632$1,632 10.3%
Other (as described)INCOME TAX ON PULLTABS $16,236--$16,236 10.3%
All other expenses $6,005$5,717$36$252 3.8%
Other (as described)DUES $5,486$5,486-- 3.5%
Other (as described)BOARD MEETINGS $5,036$5,036-- 3.2%
Conferences, conventions and meetings $4,363$4,363-- 2.8%
Other (as described) EventINSTALLATION BANQUET $4,225$4,225-- 2.7%
Grants to US organizations and governments $76$76-- 0.0%
Fundraising events Eventdirect expenses; gross income $8,928-reported apart
Total$158,176100%

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2015 · Form 990 · $166,358 spent · pay $0 · grants $124,514 · events $4,307
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $124,476$124,476-- 74.8%
Fees: investment management $10,773$8,619$1,077$1,077 6.5%
Other (as described)INCOME TAX ON PULLTABS $7,674--$7,674 4.6%
All other expenses $6,070$5,827$30$213 3.6%
Other (as described)BOARD MEETINGS $5,840$5,840-- 3.5%
Other (as described)DUES $4,391$4,391-- 2.6%
Conferences, conventions and meetings $4,307$4,307-- 2.6%
Other (as described)CHRISTMAS $2,781$2,781-- 1.7%
Grants to US organizations and governments $38$38-- 0.0%
Fees: other services $8-$8- 0.0%
Fundraising events Eventdirect expenses; gross income $9,446-reported apart
Total$166,358100%

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2014 · Form 990 · $156,489 spent · pay $0 · grants $109,778 · events $1,396
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $109,778$109,778-- 70.2%
Fees: investment management $16,297$13,037$1,630$1,630 10.4%
Other (as described)INCOME TAX ON PULLTABS $10,892--$10,892 7.0%
Other (as described)BOARD MEETINGS $6,267$6,267-- 4.0%
Other (as described)DUES $4,603$4,603-- 2.9%
All other expenses $4,510$4,383$16$111 2.9%
Other (as described)CHRISTMAS $2,738$2,738-- 1.7%
Conferences, conventions and meetings $1,396$1,396-- 0.9%
Fees: other services $8-$8- 0.0%
Fundraising events Eventdirect expenses; gross income $9,368-reported apart
Total$156,489100%

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2013 · Form 990 · $106,576 spent · pay $0 · grants $73,185 · events $3,596
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $73,185$73,185-- 68.7%
Fees: investment management $15,863$12,691$1,586$1,586 14.9%
Other (as described)BOARD MEETINGS $4,588$4,588-- 4.3%
All other expenses $3,652$3,492$20$140 3.4%
Other (as described)DUES $3,165$3,165-- 3.0%
Other (as described) EventINSTALLATION BANQUET $2,946$2,946-- 2.8%
Other (as described)CHRISTMAS $2,415$2,415-- 2.3%
Conferences, conventions and meetings $650$650-- 0.6%
Interest $112--$112 0.1%
Fundraising events Eventdirect expenses; gross income $9,136-reported apart
Total$106,576100%

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2012 · Form 990 · $144,891 spent · pay $0 · grants $114,869 · events $1,730
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $114,815$114,815-- 79.2%
Fees: investment management $15,439$12,351$1,544$1,544 10.7%
Other (as described)DUES $4,303$4,303-- 3.0%
Other (as described)BOARD MEETINGS $3,684$3,684-- 2.5%
Other (as described)CHRISTMAS $2,121$2,121-- 1.5%
Conferences, conventions and meetings $1,730$1,730-- 1.2%
All other expenses $1,487$1,352$17$118 1.0%
Other (as described)GUEST MEALS $1,258$1,258-- 0.9%
Grants to US organizations and governments $54$54-- 0.0%
Total$144,891100%

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