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McClelland Tb FY2024 filing

Tax-deductible

Chicago, IL501(c)(3)Since 1980EIN 59-2133612Revenue $241K in FY2024

On file with the IRSPo Box 803878, 60680-3878 · Chicago, ILTax-exempt since May 1982Supporting organization — 509(a)(3)

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Support the rotary foundation of miami, FL to accomplish charitable, scientific, educational and literary purposes which are within the objectives of the civic club known as rotary club of miami.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$69K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · 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
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $64K a year · 16% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% 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
$241K
+1.0% vs prior year
Spent
$316K
To programs
77%
Net assets
$4.3M
By yearFY2021–FY2026
Revenue
$241K
FY2024▲ +1.0%
Tap a bar for its year
Revenue by fiscal year
FY2021$292K
FY2022$422K
FY2023$239K
FY2024$241K
FY2025$406K
FY2026$733K
Expenses
$316K
FY2024▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2021$193K
FY2022$392K
FY2023$333K
FY2024$316K
FY2025$334K
FY2026$382K
Net assets
$4.3M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2021$4.5M
FY2022$4.5M
FY2023$4.4M
FY2024$4.3M
FY2025$4.4M
FY2026$4.8M

From the FY2024 Form 990 (year ending January 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in May 1982.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $244K Management & general 23% · $73K

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; $69K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$51,181Pt VII · Sec A
$18,000Pt VII · Sec A
Robert Bull
Director
$0Pt VII · Sec A
Dave Skinner
Director
$0Pt VII · Sec A
Tim Ryan
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott Richey
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Northern Trust Company$54,237$54,379$51,181$55,394$60,926$52,273
Rotary Club of Miami$18,000$18,000$18,000$18,000$18,000$16,500

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.

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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

Supports Rotary Club of Miami's charitable, scientific, educational, and literary projects.

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Provided by the organization

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3 programs · $201K · in their own filed words · FY2023
01

Florida international university college of medicine

$180Kprogram expense
02

University of miami

$17Kprogram expense
03

Northwestern university medical school

$4Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 23 grants · $1.2M · 2020–2025
Florida International University Foundation INCFL · FY2025$182,000
University of MiamiFL · FY2025$52,000
The University of Florida Foundation INCFL · FY2025$25,000
Florida International University Foundation INCFL · FY2024$166,500
University of MiamiFL · FY2024$30,000
The University of Florida Foundation INCFL · FY2024$12,000
Georgetown UniversityDC · FY2024$7,000
Florida International University Foundation INCFL · FY2023$180,000
University of MiamiFL · FY2023$17,000
Florida International University Foundation INCFL · FY2022$171,000
University of MiamiFL · FY2022$22,000
University of ChicagoIL · FY2022$7,000
The University of Florida Foundation INCFL · FY2022$6,000
Florida International University Foundation INCFL · FY2021$198,500
University of MiamiFL · FY2021$29,000
Johns Hopkins UniversityMD · FY2021$8,500
Morehouse School of Medicine INCGA · FY2021$8,000
Trustees for Harvard UniversityMA · FY2021$7,500
See all 23 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$241K
Ln 12
Investment incomeLn 3$136K
Gifts and grantsLn 1h$106K
Money outPt IX
$316K
Ln 25
Programscol B$244K
Managementcol C$73K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$178K
Total assetsLn 16$4.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$106K
Investment incomeLn 3$136K
Gains on assetsLn 7−$6K
Total revenueLn 12$241K
Assets in detailPt X, end of year
SavingsLn 2$178K
Cash and savings togetherLn 1–2$178K
InvestmentsLn 11–13$4.1M
Total assetsLn 16$4.3M
LiabilitiesLn 26$0
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJanuary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$80K$178K
InvestmentsLn 11–13$4.3M$4.1M
Total assetsLn 16$4.4M$4.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$4.4M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$244K$244K
Pay of current officers, directors and key staffLn 5$69K$69K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$0$0
Other expenses (24a–d)Ln 24$1K$1K
Total functional expensesLn 25$316K$244K$73K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $733K$382K$351K$4.8M 990 PDF
FY2025 $406K$334K$72K$4.4M 990 PDF
FY2024 Viewing $241K$316K−$75K$4.3M 990 PDF
FY2023 $239K$333K−$94K$4.4M 990 PDF
FY2022 $422K$392K$30K$4.5M 990 PDF
FY2021 $292K$193K$98K$4.5M 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 FY2024 990 (6 parts)
Part I · Summary $241,317 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $45,062$105,593
I-9 Program service revenue$0
I-10 Investment incomePrior year $193,922$135,724
I-11 Other revenue$0
I-12 Total revenuePrior year $238,984$241,317
I-13 Grants and similar amounts paidPrior year $252,500$243,500
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $73,394$69,181
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $7,198$3,632
I-18 Total expensesPrior year $333,092$316,313
I-19 Revenue less expensesPrior year −$94,108−$74,996
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $241,317 across 5 lines filed
VIII-1f All other contributions, gifts and grants$105,593
VIII-1h Total contributions, gifts and grants$105,593
VIII-3 Investment incomeExcluded from tax $142,162$142,162
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$6,438−$6,438
VIII-12 Total revenueExcluded from tax $135,724$241,317
Part IX · Statement of functional expenses $316,313 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $243,500$243,500
IX-5 Pay of current officers, directors and key staffManagement $69,181$69,181
IX-11c Accounting feesManagement $2,500$2,500
IX-11g Other fees for servicesManagement $0$0
IX-24 Other expenses (24a–d)Management $1,132$1,132
IX-25 Total functional expensesPrograms $243,500 · Management $72,813 · Fundraising $0$316,313
Part X · Balance sheet $4,315,830 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $80,265$178,312
X-11 Publicly traded securitiesStart of year $4,311,854$4,137,518
X-16 Total assetsStart of year $4,392,119$4,315,830
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $4,392,119$4,315,830
X-32 Total net assets or fund balancesStart of year $4,392,119$4,315,830
X-33 Total liabilities and net assetsStart of year $4,392,119$4,315,830
Part XI · Reconciliation of net assets $4,315,830 net assets at year end
XI-1 Total revenue$241,317
XI-2 Total expenses$316,313
XI-3 Revenue less expenses−$74,996
XI-4 Net assets at start of year$4,392,119
XI-9 Other changes in net assets−$1,293
XI-10 Net assets at end of year$4,315,830

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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