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Upper Arlington Rotary Charitable Foundation FY2020 filing

Tax-deductible

Columbus, OH501(c)(3)Community Development EIN 31-1289089Revenue $115K in FY2020

On file with the IRS1704 Sundridge Dr, 43221-1431 · Columbus, OHTax-exempt since Apr 1990Publicly supported charity — 170(b)(1)(A)(vi)

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To encourage and foster the service ideal of service above self. The Foundation supports the five avenues of service, club service, community service, international service, vocational service and new generations.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $17K a year · 11% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $213K in investments, Pt X · Ln 11–13
Fine: 0.2 months of spending in cash, plus $213K in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $21K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$115K
Spent
$180K
To programs
99%
Net assets
$259K
By yearFY2020–FY2025
Revenue
$115K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$115K
FY2021$201K
FY2022$122K
FY2023$194K
FY2024$134K
FY2025$119K
Expenses
$180K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$180K
FY2021$164K
FY2022$139K
FY2023$175K
FY2024$190K
FY2025$137K
Net assets
$259K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$259K
FY2021$342K
FY2022$312K
FY2023$343K
FY2024$297K
FY2025$289K

From the FY2020 Form 990 (year ending June 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $178K Management & general 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Richard Simpson
President /S
$0Pt VII · Sec A
Andrew Livingston
V Pres / Tre
$0Pt VII · Sec A
Bill Cloyd
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Steve Rish
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Upper Arlington Rotary Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes volunteerism and community improvement through various service initiatives.

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Provided by the organization

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2 programs · $178K · in their own filed words · FY2019
01

The foundation provides funding to help other charitable organizations and community service groups support education and economic assistance in the local and greater columbus community.

$145Kprogram expense
02

The foundation provides funding to united states service organizations to promote education and provide ecomomic support to international communities

$33Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Columbus FoundationFY2024$15K
BNY Mellon Charitable Gift FundFY2024$5K
Total grants receivedfrom 2 funders$21K
Grants paid · 34 grants · $752K · 2019–2024
Natun GuatemalaCA · FY2024$65,000
Upper Arlington City School DistricFY2024$16,667
Bonzy Charities INCOH · FY2024$12,500
Upper Arlington Lutheran ChurchOH · FY2024$6,000
Santas Silent Helpers of Columbus INCOH · FY2024$6,000
Ronald McDonald House Charities of Central Ohio INCOH · FY2024$6,000
Natun GuatemalaCA · FY2023$74,350
Upper Arlington Community Foundation INCOH · FY2023$21,000
Upper Arlington City School DistricFY2023$16,667
Bonzy Charities INCOH · FY2023$12,500
The 2nd and 7 FoundationOH · FY2023$6,800
Santas Silent Helpers of Columbus INCOH · FY2023$6,000
Natun GuatemalaCA · FY2022$71,093
Upper Arlington City School DistricFY2022$16,667
Bonzy Charities INCOH · FY2022$10,405
Highland Youth Garden INCOH · FY2022$7,500
Buddy Up for Life INCOH · FY2022$6,185
First Responders BridgeOH · FY2022$6,000
See all 34 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$115K
Ln 12
Gifts and grantsLn 1h$110K
Investment incomeLn 3$5K
Money outPt IX
$180K
Ln 25
Programscol B$178K
Managementcol C$2K
Owns and owesPt X
$259K
net assets · Ln 32
Cash and savingsLn 1–2$3K
Total assetsLn 16$263K
LiabilitiesLn 26$4K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$110K
Investment incomeLn 3$5K
Total revenueLn 12$115K
Assets in detailPt X, end of year
CashLn 1$3K
Cash and savings togetherLn 1–2$3K
InvestmentsLn 11–13$213K
Total assetsLn 16$263K
LiabilitiesLn 26$4K
Net assetsLn 32$259K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$73K$3K
InvestmentsLn 11–13$182K$213K
Total assetsLn 16$330K$263K
LiabilitiesLn 26$0$4K
Net assetsLn 32$330K$259K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$178K$178K
Investment management feesLn 11f$2K$2K
Total functional expensesLn 25$180K$178K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $119K$137K−$19K$289K 990 PDF
FY2024 $134K$190K−$56K$297K 990 PDF
FY2023 $194K$175K$19K$343K 990 PDF
FY2022 $122K$139K−$17K$312K 990 PDF
FY2021 $201K$164K$36K$342K 990 PDF
FY2020 Viewing $115K$180K−$65K$259K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $115,151 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $97,808$110,490
I-9 Program service revenue$0
I-10 Investment incomePrior year $4,705$4,661
I-11 Other revenuePrior year $55,042$0
I-12 Total revenuePrior year $157,555$115,151
I-13 Grants and similar amounts paidPrior year $163,225$177,997
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,194$1,718
I-18 Total expensesPrior year $166,419$179,715
I-19 Revenue less expensesPrior year −$8,864−$64,564
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $115,151 across 4 lines filed
VIII-1f All other contributions, gifts and grants$110,490
VIII-1h Total contributions, gifts and grants$110,490
VIII-3 Investment incomeRelated to mission $4,661$4,661
VIII-12 Total revenueRelated to mission $4,661$115,151
Part IX · Statement of functional expenses $179,715 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $177,997$177,997
IX-11f Investment management feesManagement $1,718$1,718
IX-25 Total functional expensesPrograms $177,997 · Management $1,718 · Fundraising $0$179,715
Part X · Balance sheet $263,159 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $73,088$3,316
X-3 Pledges and grants receivableStart of year $74,811$47,326
X-12 Other securitiesStart of year $182,057$212,517
X-16 Total assetsStart of year $329,956$263,159
X-18 Grants payable$4,300
X-26 Total liabilitiesStart of year $0$4,300
X-27 Net assets without donor restrictionsStart of year $253,466$179,871
X-28 Net assets with donor restrictionsStart of year $76,490$78,988
X-32 Total net assets or fund balancesStart of year $329,956$258,859
X-33 Total liabilities and net assetsStart of year $329,956$263,159
Part XI · Reconciliation of net assets $258,859 net assets at year end
XI-1 Total revenue$115,151
XI-2 Total expenses$179,715
XI-3 Revenue less expenses−$64,564
XI-4 Net assets at start of year$329,956
XI-5 Net unrealized gains (losses) on investments−$6,533
XI-10 Net assets at end of year$258,859

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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