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Ann Arbor Rotary Foundation

Tax-deductible

Ann Arbor, MI501(c)(3) EIN 38-6092093Revenue $427K in FY2025

On file with the IRSa2rotary.orgPo Box 131217, 48113-1217 · Ann Arbor, MITax-exempt since Sep 1959Publicly supported charity — 170(b)(1)(A)(vi)

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To receive and administer funds exclusively to 501(c)(3) organizations for educational and charitable purposes.

501(c)(3) charity; gifts are tax-deductible.
75¢ 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
4 of 5
filings with a surplus
Average surplus $163K a year · 44% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Plus $3.4M in investments, Pt X · Ln 11–13
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$32K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$427K
-41% vs prior year
Spent
$232K
To programs
75%
Net assets
$3.6M
By yearFY2021–FY2025
Revenue
$427K
FY2025▼ -41%
Tap a bar for its year
Revenue by fiscal year
FY2021$254K
FY2022$301K
FY2023$153K
FY2024$726K
FY2025$427K
Expenses
$232K
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$194K
FY2022$222K
FY2023$180K
FY2024$217K
FY2025$232K
Net assets
$3.6M
FY2025▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2021$3.0M
FY2022$2.4M
FY2023$2.7M
FY2024$3.0M
FY2025$3.6M

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

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1959.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $175K Management & general 25% · $57K

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
Mark Foster
Past Preside
$0Pt VII · Sec A
Joyce Hunter
President
$0Pt VII · Sec A
Dawn Johnson
President El
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Leo Shedden
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2023FY2022FY2021
Lori Walters—$25,587$33,120
Emily Olsen$15,410$7,530—
Shari Faulhaber$5,700——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ann Arbor 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

Distributes funds to charities for education and good causes.

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Provided by the organization

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1 program · $175K · in their own filed words · FY2024
01

To receive and administer funds exclusively for educational and charitable purposes.

$175Kprogram 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
Fidelity Investments Charitable Gift FundFY2024$7K
Total grants receivedfrom 1 funder$7K
Grants paid · 23 grants · $188K · 2020–2024
City of Ann ArborFY2024$25,000
Unitemized GrantFY2024$10,198
Food GatherersMI · FY2024$5,600
Unitemized GrantFY2024$2,900
Unitemized GrantFY2024$1,800
Unitemized GrantFY2023$14,702
Unitemized GrantFY2023$9,600
Detroit Rotary FoundationMI · FY2021$12,500
Unitemized GrantFY2021$8,653
Food GatherersMI · FY2021$8,200
Ypsilanti District LiabraryFY2021$5,600
Washtenaw Area Council for ChildrenMI · FY2021$5,600
Peace Neighborhood CenterMI · FY2021$5,600
Ozone House INCMI · FY2021$5,600
Habitat for HumanityFY2021$5,600
Community Action NetworkFY2021$5,600
Children's Literacy NetworkFY2021$5,600
Individual RecipientFY2021$5,600
See all 23 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$427K
Ln 12
Gifts and grantsLn 1h$333K
Investment incomeLn 3$84K
Other incomeLn 4–11$11K
Money outPt IX
$232K
Ln 25
Programscol B$175K
Managementcol C$57K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$228K
Total assetsLn 16$3.6M
LiabilitiesLn 26$32K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$333K
Noncash giftsLn 1g$67K
Fundraising eventsLn 1c$83K
Investment incomeLn 3$84K
Other incomeLn 4–11$11K
Gains on assetsLn 7$14K
Total revenueLn 12$427K
Assets in detailPt X, end of year
CashLn 1$134K
SavingsLn 2$93K
Cash and savings togetherLn 1–2$228K
InvestmentsLn 11–13$3.4M
Total assetsLn 16$3.6M
LiabilitiesLn 26$32K
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
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$218K$228K
InvestmentsLn 11–13$2.9M$3.4M
Total assetsLn 16$3.1M$3.6M
LiabilitiesLn 26$78K$32K
Net assetsLn 32$3.0M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$104K$104K
Grants to domestic individualsLn 2$15K$15K
Grants and assistance to foreign recipientsLn 3$38K$38K
Management feesLn 11a$20K$20K
Accounting feesLn 11c$26K$26K
Investment management feesLn 11f$6K$6K
Advertising and promotionLn 12$350$350
Office expensesLn 13$4K$4K
Payments to affiliatesLn 21$8K$8K
Other expenses (24a–d)Ln 24$10K$10K
All other expensesLn 24e$45$45
Total functional expensesLn 25$232K$175K$57K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $427K$232K$195K$3.6M 990 PDF
FY2024 $726K$217K$509K$3.0M 990 PDF
FY2023 $153K$180K−$27K$2.7M 990 PDF
FY2022 $301K$222K$79K$2.4M 990 PDF
FY2021 $254K$194K$61K$3.0M 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 F · Foreign M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $427,229 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $149,416$332,545
I-9 Program service revenue$0
I-10 Investment incomePrior year $563,638$83,962
I-11 Other revenuePrior year $13,062$10,722
I-12 Total revenuePrior year $726,116$427,229
I-13 Grants and similar amounts paidPrior year $144,432$157,098
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $72,832$74,988
I-18 Total expensesPrior year $217,264$232,086
I-19 Revenue less expensesPrior year $508,852$195,143
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $427,229 across 10 lines filed
VIII-1b Membership dues$41,867
VIII-1c Fundraising events$83,221
VIII-1f All other contributions, gifts and grants$207,457
VIII-1g Noncash contributions (included above)$67,189
VIII-1h Total contributions, gifts and grants$332,545
VIII-3 Investment incomeExcluded from tax $69,895$69,895
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,344 · Excluded from tax $12,723$14,067
VIII-8 Net income from fundraising eventsExcluded from tax $10,529$10,529
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $193$193
VIII-12 Total revenueRelated to mission $1,537 · Excluded from tax $93,147$427,229
Part IX · Statement of functional expenses $232,086 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $104,300$104,300
IX-2 Grants to domestic individualsPrograms $14,898$14,898
IX-3 Grants and assistance to foreign recipientsPrograms $37,900$37,900
IX-11a Management feesManagement $20,392$20,392
IX-11c Accounting feesManagement $25,578$25,578
IX-11f Investment management feesManagement $6,424$6,424
IX-12 Advertising and promotionManagement $350$350
IX-13 Office expensesManagement $4,227$4,227
IX-21 Payments to affiliatesPrograms $7,708$7,708
IX-24 Other expenses (24a–d)Programs $10,264$10,264
IX-24e All other expensesPrograms $45$45
IX-25 Total functional expensesPrograms $175,115 · Management $56,971 · Fundraising $0$232,086
Part X · Balance sheet $3,592,685 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $129,563$134,148
X-2 Savings and temporary cash investmentsStart of year $88,336$93,450
X-9 Prepaid expenses and deferred chargesStart of year $1,334$410
X-11 Publicly traded securitiesStart of year $2,861,807$3,364,677
X-16 Total assetsStart of year $3,081,040$3,592,685
X-17 Accounts payable and accrued expensesStart of year $2,219$8,570
X-19 Deferred revenueStart of year $30,267$4,275
X-25 Other liabilitiesStart of year $36,423$19,383
X-26 Total liabilitiesStart of year $77,809$32,228
X-27 Net assets without donor restrictionsStart of year $2,970,983$3,529,407
X-28 Net assets with donor restrictionsStart of year $32,248$31,050
X-32 Total net assets or fund balancesStart of year $3,003,231$3,560,457
X-33 Total liabilities and net assetsStart of year $3,081,040$3,592,685
Part XI · Reconciliation of net assets $3,560,457 net assets at year end
XI-1 Total revenue$427,229
XI-2 Total expenses$232,086
XI-3 Revenue less expenses$195,143
XI-4 Net assets at start of year$3,003,231
XI-5 Net unrealized gains (losses) on investments$362,083
XI-10 Net assets at end of year$3,560,457

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

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