Suburban Rotary Charitable Foundation: Nonprofit Profile, Financials & Form 990 (EIN 36-3544327)

Revenue by fiscal year
FY2021	$318K
FY2022	$263K
FY2023	$408K
FY2024	$319K
FY2025	$304K

Expenses by fiscal year
FY2021	$103K
FY2022	$103K
FY2023	$113K
FY2024	$147K
FY2025	$371K

Net assets by fiscal year
FY2021	$2.1M
FY2022	$2.1M
FY2023	$2.3M
FY2024	$2.6M
FY2025	$2.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1988.

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

Where the money goes

94 cents of each dollar spent went to programs.

94%

Program services 94% · $348K Management & general 6% · $23K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Zach Ziler

Chair

$0Pt VII · Sec A

Katie Henry

Past President

$0Pt VII · Sec A

Dave Laferla

Past President

$0Pt VII · Sec A

Kevin Welsh

Past President

$0Pt VII · Sec A

Marlon Lofgren

Treasurer

$0Pt VII · Sec A

Alice Schumaker

Secretary

$0Pt VII · Sec A

Alan Stanek

Trustee

$0Pt VII · Sec A

Terri Greenwood

Trustee

$0Pt VII · Sec A

See Suburban 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

Helps disabled young people pursue college or vocational training.

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Provided by the organization

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3 programs · $348K · in their own filed words · FY2024

01

Providing financial gifts to local schools and community organizations to ensure students in need have access to essential supplies, nutritious meals, and appropriate clothing - helping them thrive both in and out of the classroom.

$286Kprogram expense

02

Scholarhips for post-secondary education of young handicapped men & women. This program has provided a significant contribution to the local community by funding scholarship for high school seniors with physicial disabilities to continue their post-high school education.

$60Kprogram expense

03

Rotary youth leadership awards camp scholarship is a program in which recipients spend a week in a program of discussion, inspirational addresses, leadership training, and social activities designed to enhance personal development, leadership skills, and good citizenship.

$2Kprogram 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

The Rotary Foundation of Rotary InternationalFY2023$6K

Total grants receivedfrom 1 funder$6K

Grants paid · 14 grants · $513K · 2020–2024

Children's NebraskaNE · FY2024$100,000

Millard Public SchoolsFY2024$68,155

Unitemized GrantFY2024$59,500

Rotary InternationalIL · FY2024$35,000

Omaha Public SchoolsFY2024$20,548

The Rotary Foundation of Rotary InternationalIL · FY2024$10,000

Unitemized GrantFY2023$52,000

Millard Public SchoolsFY2023$16,906

Omaha Parks Foundation INCNE · FY2023$7,400

Omaha Public SchoolsFY2023$7,336

Unitemized GrantFY2022$44,000

Unitemized GrantFY2021$45,000

Unitemized GrantFY2020$40,000

Foodbank for the HeartlandNE · FY2020$6,670

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$304K

Ln 12

Investment incomeLn 3$213K

Gifts and grantsLn 1h$90K

Other incomeLn 4–11$1K

Money outPt IX

$371K

Ln 25

Programscol B$348K

Managementcol C$23K

Owns and owesPt X

$2.6M

net assets · Ln 32

Cash and savingsLn 1–2$47K

Total assetsLn 16$2.6M

LiabilitiesLn 26$331

PeoplePt VI, VII

10

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$90K

Investment incomeLn 3$213K

Other incomeLn 4–11$1K

Gains on assetsLn 7$128K

Total revenueLn 12$304K

Assets in detailPt X, end of year

CashLn 1$15K

SavingsLn 2$32K

Cash and savings togetherLn 1–2$47K

InvestmentsLn 11–13$2.6M

Other assetsLn 15$16K

Total assetsLn 16$2.6M

LiabilitiesLn 26$331

Net assetsLn 32$2.6M

OperationsPt I, VI

EmployeesI 50

VolunteersI 660

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 FY25	End FY25
Cash and savingsLn 1–2	$125K	$47K
InvestmentsLn 11–13	$2.5M	$2.6M
Total assetsLn 16	$2.6M	$2.6M
LiabilitiesLn 26	$76	$331
Net assetsLn 32	$2.6M	$2.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$260K	$260K
Grants to domestic individualsLn 2	$60K	$60K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$19K		$19K
Office expensesLn 13	$21K	$21K
Other expenses (24a–d)Ln 24	$8K	$6K	$2K
Total functional expensesLn 25	$371K	$348K	$23K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$304K	$371K	−$67K	$2.6M	990 PDF
FY2024	$319K	$147K	$172K	$2.6M	990 PDF
FY2023	$408K	$113K	$295K	$2.3M	990 PDF
FY2022	$263K	$103K	$161K	$2.1M	990 PDF
FY2021	$318K	$103K	$215K	$2.1M	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 $304,029 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $145,417$89,953

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $169,234$212,652

I-11 Other revenuePrior year $3,853$1,424

I-12 Total revenuePrior year $318,504$304,029

I-13 Grants and similar amounts paidPrior year $102,026$319,847

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 $44,947$51,091

I-18 Total expensesPrior year $146,973$370,938

I-19 Revenue less expensesPrior year $171,531−$66,909

Part VI · Governance 9 of 9 board members independent, 4 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

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 $304,029 across 6 lines filed

VIII-1f All other contributions, gifts and grants$89,953

VIII-1h Total contributions, gifts and grants$89,953

VIII-3 Investment incomeExcluded from tax $84,240$84,240

VIII-7 Net gain or loss on sales of assetsExcluded from tax $128,412$128,412

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,424$1,424

VIII-12 Total revenueRelated to mission $1,424 · Unrelated business $0 · Excluded from tax $212,652$304,029

Part IX · Statement of functional expenses $370,938 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $260,347$260,347

IX-2 Grants to domestic individualsPrograms $59,500$59,500

IX-11c Accounting feesManagement $2,443$2,443

IX-11f Investment management feesManagement $19,176$19,176

IX-13 Office expensesPrograms $21,389$21,389

IX-24 Other expenses (24a–d)Programs $6,373 · Management $1,710$8,083

IX-25 Total functional expensesPrograms $347,609 · Management $23,329 · Fundraising $0$370,938

Part X · Balance sheet $2,634,956 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $115,264$15,377

X-2 Savings and temporary cash investmentsStart of year $9,287$31,949

X-4 Accounts receivableStart of year $25,625$96

X-11 Publicly traded securitiesStart of year $2,472,431$2,571,473

X-15 Other assetsStart of year $0$16,061

X-16 Total assetsStart of year $2,622,607$2,634,956

X-25 Other liabilitiesStart of year $76$331

X-26 Total liabilitiesStart of year $76$331

X-27 Net assets without donor restrictionsStart of year $2,408,399$2,415,432

X-28 Net assets with donor restrictionsStart of year $214,132$219,193

X-32 Total net assets or fund balancesStart of year $2,622,531$2,634,625

X-33 Total liabilities and net assetsStart of year $2,622,607$2,634,956

Part XI · Reconciliation of net assets $2,634,625 net assets at year end

XI-1 Total revenue$304,029

XI-2 Total expenses$370,938

XI-3 Revenue less expenses−$66,909

XI-4 Net assets at start of year$2,622,531

XI-5 Net unrealized gains (losses) on investments$63,817

XI-9 Other changes in net assets$15,186

XI-10 Net assets at end of year$2,634,625

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

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Suburban Rotary Charitable Foundation

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 Suburban Rotary Charitable Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV