Lake Arrowhead Rotary Foundation

Tax-deductible

Lk Arrowhead, CA501(c)(3)Foundations & GrantmakersEIN 33-0628741Revenue $77K in FY2025

On file with the IRSPo Box 686, 92352-0686 · Lk Arrowhead, CATax-exempt since Jan 1995Publicly supported — 509(a)(2)

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The organization raises money in the community in order to fund local charities and provide scholarships to the youth of the area.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · 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
3 of 6
filings with a surplus
Average surplus $16K a year · 14% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $6K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$40K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$77K
-26% vs prior year
Spent
$80K
To programs
89%
Net assets
$1.2M
By yearFY2020–FY2025
Revenue
$77K
FY2025▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2020$95K
FY2021$67K
FY2022$189K
FY2023$151K
FY2024$104K
FY2025$77K
Expenses
$80K
FY2025▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$130K
FY2021$38K
FY2022$94K
FY2023$153K
FY2024$93K
FY2025$80K
Net assets
$1.2M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M
FY2025$1.2M

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1995.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $71K Management & general 11% · $9K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer, President Elect
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
Membership Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lake Arrowhead Rotary 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

Funds local charities and provides youth scholarships through community fundraising.

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Provided by the organization

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1 program · $71K · in their own filed words · FY2024
01

Funds are paid to various community based non profit and tax exempt organizations for the furtherance of their charitable purposes. Additionally, the foundation also helps fund community projects and purchases for other charitable organizations in order to enhance public facilities as well as provide scholarships to local youth.

$71Kprogram 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 · FY2023
Total grants receivedfrom 2 funders$6K
Grants paid · 32 grants · $198K · 2019–2024
Unitemized GrantFY2024$24,000
HafdraCA · FY2024$2,500
Mountain Homeless CoalitionCA · FY2024$1,000
Hearts & LivesCA · FY2024$1,000
Mt Calvary Lutheran ChurchFY2024$700
Unitemized GrantFY2023$13,300
Unitemized GrantFY2023$3,700
Mountains Humane Society Pet RescueFY2023$2,500
Unitemized GrantFY2023$1,000
See all 32 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$77K
Ln 12
Gifts and grantsLn 1h$56K
Investment incomeLn 3$21K
Money outPt IX
$80K
Ln 25
Programscol B$71K
Managementcol C$9K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$40K
Total assetsLn 16$1.3M
LiabilitiesLn 26$40K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$56K
Fundraising eventsLn 1c$28K
Investment incomeLn 3$21K
Gains on assetsLn 7$1K
Total revenueLn 12$77K
Assets in detailPt X, end of year
CashLn 1$40K
Cash and savings togetherLn 1–2$40K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.3M
LiabilitiesLn 26$40K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
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 FY25End FY25
Cash and savingsLn 1–2$37K$40K
InvestmentsLn 11–13$1.1M$1.2M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$35K$40K
Net assetsLn 32$1.1M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$22K$22K
Grants to domestic individualsLn 2$24K$24K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$6K$6K
Office expensesLn 13$772$772
Other expenses (24a–d)Ln 24$25K$25K
All other expensesLn 24e$773$773
Total functional expensesLn 25$80K$71K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $77K$80K−$3K$1.2M 990 PDF
FY2024 $104K$93K$11K$1.1M 990 PDF
FY2023 $151K$153K−$3K$1.1M 990 PDF
FY2022 $189K$94K$95K$1.1M 990 PDF
FY2021 $67K$38K$29K$1.2M 990 PDF
FY2020 $95K$130K−$34K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $77,376 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $54,604$56,176
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $48,927$21,200
I-11 Other revenuePrior year $390$0
I-12 Total revenuePrior year $103,921$77,376
I-13 Grants and similar amounts paidPrior year $30,000$45,550
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $62,876$34,452
I-18 Total expensesPrior year $92,876$80,002
I-19 Revenue less expensesPrior year $11,045−$2,626
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $77,376 across 7 lines filed
VIII-1c Fundraising events$27,656
VIII-1f All other contributions, gifts and grants$28,520
VIII-1h Total contributions, gifts and grants$56,176
VIII-3 Investment incomeExcluded from tax $19,823$19,823
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,377$1,377
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $21,200$77,376
Part IX · Statement of functional expenses $80,002 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $21,550$21,550
IX-2 Grants to domestic individualsPrograms $24,000$24,000
IX-11c Accounting feesManagement $1,760$1,760
IX-11f Investment management feesManagement $5,792$5,792
IX-13 Office expensesManagement $772$772
IX-24 Other expenses (24a–d)Programs $25,355$25,355
IX-24e All other expensesManagement $773$773
IX-25 Total functional expensesPrograms $70,905 · Management $9,097 · Fundraising $0$80,002
Part X · Balance sheet $1,271,224 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $37,028$40,434
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $1,130,177$1,230,790
X-16 Total assetsStart of year $1,167,205$1,271,224
X-17 Accounts payable and accrued expenses$8,202
X-18 Grants payableStart of year $18,333$31,318
X-25 Other liabilitiesStart of year $16,616$0
X-26 Total liabilitiesStart of year $34,949$39,520
X-32 Total net assets or fund balancesStart of year $1,132,256$1,231,704
X-33 Total liabilities and net assetsStart of year $1,167,205$1,271,224
Part XI · Reconciliation of net assets $1,231,704 net assets at year end
XI-1 Total revenue$77,376
XI-2 Total expenses$80,002
XI-3 Revenue less expenses−$2,626
XI-4 Net assets at start of year$1,132,256
XI-5 Net unrealized gains (losses) on investments$102,074
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,231,704

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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