Upper Arlington Rotary Charitable Foundation: FY2021 Nonprofit Profile & Form 990 (EIN 31-1289089)

Revenue by fiscal year
FY2020	$115K
FY2021	$201K
FY2022	$122K
FY2023	$194K
FY2024	$134K
FY2025	$119K

Expenses by fiscal year
FY2020	$180K
FY2021	$164K
FY2022	$139K
FY2023	$175K
FY2024	$190K
FY2025	$137K

Net assets by fiscal year
FY2020	$259K
FY2021	$342K
FY2022	$312K
FY2023	$343K
FY2024	$297K
FY2025	$289K

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

98 cents of each dollar spent went to programs.

98%

Program services 98% · $160K Management & general 2% · $4K

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 (FY2020); the FY2021 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

Steve Lichtblau

Trustee

$0Pt VII · Sec A

Yvonne Perotti

Trustee

$0Pt VII · Sec A

Steve Rish

Trustee

$0Pt VII · Sec A

Allison Russo

Trustee

$0Pt VII · Sec A

Chris Taylor

Trustee

$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 · $160K · in their own filed words · FY2020

01

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

$87Kprogram expense

02

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.

$73Kprogram 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 FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$201K

Ln 12

Gifts and grantsLn 1h$156K

Other incomeLn 4–11$41K

Investment incomeLn 3$3K

Money outPt IX

$164K

Ln 25

Programscol B$160K

Managementcol C$4K

Owns and owesPt X

$342K

net assets · Ln 32

Cash and savingsLn 1–2$4K

Total assetsLn 16$342K

LiabilitiesLn 26$0

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$156K

Investment incomeLn 3$3K

Other incomeLn 4–11$41K

Total revenueLn 12$201K

Assets in detailPt X, end of year

CashLn 1$4K

Cash and savings togetherLn 1–2$4K

InvestmentsLn 11–13$269K

Total assetsLn 16$342K

LiabilitiesLn 26$0

Net assetsLn 32$342K

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$3K	$4K
InvestmentsLn 11–13	$213K	$269K
Total assetsLn 16	$263K	$342K
LiabilitiesLn 26	$4K	$0
Net assetsLn 32	$259K	$342K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$160K	$160K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$2K		$2K
Other expenses (24a–d)Ln 24	$100		$100
Total functional expensesLn 25	$164K	$160K	$4K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
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 Viewing	$201K	$164K	$36K	$342K	990 PDF
FY2020	$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 FY2021 990 (6 parts)

Part I · Summary $200,533 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $110,490$156,071

I-9 Program service revenue$0

I-10 Investment incomePrior year $4,661$3,403

I-11 Other revenue$41,059

I-12 Total revenuePrior year $115,151$200,533

I-13 Grants and similar amounts paidPrior year $177,997$160,085

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $1,718$4,080

I-18 Total expensesPrior year $179,715$164,165

I-19 Revenue less expensesPrior year −$64,564$36,368

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 $200,533 across 5 lines filed

VIII-1f All other contributions, gifts and grants$156,071

VIII-1h Total contributions, gifts and grants$156,071

VIII-3 Investment incomeRelated to mission $3,403$3,403

VIII-8 Net income from fundraising eventsExcluded from tax $41,059$41,059

VIII-12 Total revenueRelated to mission $3,403 · Excluded from tax $41,059$200,533

Part IX · Statement of functional expenses $164,165 across 4 lines filed

IX-1 Grants to domestic organizationsPrograms $160,085$160,085

IX-11c Accounting feesManagement $2,300$2,300

IX-11f Investment management feesManagement $1,680$1,680

IX-24 Other expenses (24a–d)Management $100$100

IX-25 Total functional expensesPrograms $160,085 · Management $4,080 · Fundraising $0$164,165

Part X · Balance sheet $341,822 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $3,316$4,484

X-3 Pledges and grants receivableStart of year $47,326$68,385

X-12 Other securitiesStart of year $212,517$268,953

X-16 Total assetsStart of year $263,159$341,822

X-26 Total liabilitiesStart of year $4,300$0

X-27 Net assets without donor restrictionsStart of year $179,871$245,957

X-28 Net assets with donor restrictionsStart of year $78,988$95,865

X-32 Total net assets or fund balancesStart of year $258,859$341,822

X-33 Total liabilities and net assetsStart of year $263,159$341,822

Part XI · Reconciliation of net assets $341,822 net assets at year end

XI-1 Total revenue$200,533

XI-2 Total expenses$164,165

XI-3 Revenue less expenses$36,368

XI-4 Net assets at start of year$258,859

XI-5 Net unrealized gains (losses) on investments$46,595

XI-10 Net assets at end of year$341,822

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Upper Arlington Rotary Charitable Foundation FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Upper Arlington Rotary Charitable Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV