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Upper Keys Rotary Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$340k (2024)

Expenses
$291k (2024)

Total Assets
$316k (2024)

Total Liabilities
$124k (2024)

Years with missing data
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,004
Expenses
$291,440
Net Income
$48,564
Net Assets
$191,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,470
3.4%
Program Services $0
Investment Income $6,733
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $315,235
92.7%
Sales of Assets -$476
Net Inventory Sales $0
Other Revenue $7,042
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $315,582
Total Liabilities $124,496
Net Assets $191,086
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bette Brown (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Terry Abel (Director) $0 $0 $0
Joe Roth Iii (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Clair Montang (Director) $0 $0 $0
Joe Molinaro (Director) $0 $0 $0
Robert Dube (Director) $0 $0 $0
Dwight Hill (Director) $0 $0 $0
Joe Miklas (Director) $0 $0 $0
Mary Beth Harris (Director) $0 $0 $0
Frank Derfler (President) $0 $0 $0
Kate Banick (Treasurer) $0 $0 $0
Matt Turk (Secretary) $0 $0 $0
Anna Richards (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$313,630
Expenses
$309,575
Net Income
$4,055
Net Assets
$142,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,745
5.7%
Program Services $0
Investment Income $848
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $286,814
91.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,223
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $351,946
Total Liabilities $209,424
Net Assets $142,522
Compensation
Key Employees and Officers Compensation Related Other
Bette Brown (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Terry Abel (Director) $0 $0 $0
Joe Roth Iii (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Clair Montang (Director) $0 $0 $0
Joe Molinaro (Director) $0 $0 $0
Robert Dube (Director) $0 $0 $0
Dwight Hill (Director) $0 $0 $0
Joe Miklas (Director) $0 $0 $0
Frank Derfler (President) $0 $0 $0
Kate Banick (Treasurer) $0 $0 $0
Matt Turk (Secretary) $0 $0 $0
Anna Richards (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$349,274
Expenses
$319,692
Net Income
$29,582
Net Assets
$138,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,217
20.1%
Program Services $0
Investment Income $53
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $273,189
78.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,815
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $375,864
Total Liabilities $237,397
Net Assets $138,467
Compensation
Key Employees and Officers Compensation Related Other
Bette Brown (Director) $0 $0 $0
Frank Derfler (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
John Gallant (Director) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Terry Abel (Director) $0 $0 $0
Joe Roth Iii (Director) $0 $0 $0
Mary Williams (Director) $0 $0 $0
Jordan Budnick (Director) $0 $0 $0
Joe Molinaro (Director) $0 $0 $0
Kate Deloach (Director) $0 $0 $0
Matt Turk (Director) $0 $0 $0
Mike Johnson (Director) $0 $0 $0
Joe Miklas (Director) $0 $0 $0
Anna Richards (Director) $0 $0 $0
Rob Stober (President) $0 $0 $0
Kate Banick (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,617
Expenses
$156,418
Net Income
-$26,801
Net Assets
$121,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,627
88.4%
Program Services $0
Investment Income $138
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,623
11.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $229
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $283,553
Total Liabilities $161,562
Net Assets $121,991
Compensation
Key Employees and Officers Compensation Related Other
Bette Brown (Foundation Chai) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
John Gallant (Sgt At Arms) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Anna Richards (Director) $0 $0 $0
Joe Molinaro (Ser At Arms) $0 $0 $0
Joe Miklas (Director) $0 $0 $0
Kate Deloach (Director) $0 $0 $0
Frank Derfler (Director) $0 $0 $0
Peter Ihrig (Director) $0 $0 $0
Michael Johnson (Director) $0 $0 $0
Matthew Turk (Director) $0 $0 $0
Dennis Caltagirone (Area Governor) $0 $0 $0
Jill Miranda Baker (Past President) $0 $0 $0
Terry Abel (President) $0 $0 $0
Joe Roth Iii (Past President) $0 $0 $0
Rob Stober (President Elect) $0 $0 $0
Kathryn Banick (Treasurer) $0 $0 $0
Jordan Budnick (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$400,826
Expenses
$378,158
Net Income
$22,668
Net Assets
$148,790
Notable Sources of Revenue Percent of Total Revenue
Contributions $288,944
72.1%
Program Services $0
Investment Income $280
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $108,887
27.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,715
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $355,695
Total Liabilities $206,905
Net Assets $148,790
Compensation
Key Employees and Officers Compensation Related Other
Bette Brown (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
John Gallant (Sgt At Arms) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Mary Williams (Director) $0 $0 $0
Anna Richards (Director) $0 $0 $0
Joe Molinaro (Director) $0 $0 $0
Joe Miklas (Director) $0 $0 $0
Kate Deloach (Director) $0 $0 $0
Michael Johnson (Director) $0 $0 $0
Jill Miranda Baker (President Elect) $0 $0 $0
Terry Abel (Vice President) $0 $0 $0
Joe Roth Iii (Past President) $0 $0 $0
Rob Stober (Secretary) $0 $0 $0
Kathryn Banick (Treasurer) $0 $0 $0
Jordan Budnick (Sar At Arms) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,706
Expenses
$203,079
Net Income
$31,627
Net Assets
$126,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,714
67.6%
Program Services $0
Investment Income $306
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $72,130
30.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,556
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $297,919
Total Liabilities $171,797
Net Assets $126,122
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Don Horton (Director) $0 $0 $0
Bette Brown (Director) $0 $0 $0
Frank Derfler (Past President) $0 $0 $0
Nicole Kraus (Director) $0 $0 $0
Peter Ihrig (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Lesli Wojtecki (Director) $0 $0 $0
Mary Williams (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Kate Banick (Director) $0 $0 $0
Jill Miranda Baker (President) $0 $0 $0
John Gallant (Sgt At Arms) $0 $0 $0
Terry Abel (President Elect) $0 $0 $0
Judith Cooley (Treasurer) $0 $0 $0
Joe Roth Iii (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$266,242
Expenses
$244,662
Net Income
$21,580
Net Assets
$94,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,812
72.0%
Program Services $0
Investment Income $241
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $71,897
27.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,292
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $282,474
Total Liabilities $187,979
Net Assets $94,495
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Don Horton (Director) $0 $0 $0
Bette Brown (Director) $0 $0 $0
Frank Derfler (Past President) $0 $0 $0
Nicole Kraus (Director) $0 $0 $0
Peter Ihrig (Director) $0 $0 $0
Chris Trentine (Director) $0 $0 $0
Tricia Hynes (Director) $0 $0 $0
Lesli Wojtecki (Director) $0 $0 $0
Mary Williams (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Kate Banick (Director) $0 $0 $0
Jill Miranda Baker (President) $0 $0 $0
John Gallant (Sgt At Arms) $0 $0 $0
Terry Abel (President Elect) $0 $0 $0
Judith Cooley (Treasurer) $0 $0 $0
Joe Roth Iii (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,225
Expenses
$197,900
Net Income
$20,325
Net Assets
$72,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,865
12.8%
Program Services $0
Investment Income $203
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $180,430
82.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,727
4.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $243,963
Total Liabilities $171,048
Net Assets $72,915
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Don Horton (Director) $0 $0 $0
Bette Brown (Director) $0 $0 $0
Nicole Kraus (Director) $0 $0 $0
Peter Ihrig (Director) $0 $0 $0
Chris Trentine (Past President) $0 $0 $0
John Gallant (Director) $0 $0 $0
Lesli Wojtecki (Director) $0 $0 $0
Joe Roth Iii (Director) $0 $0 $0
Mary Williams (Director) $0 $0 $0
Bruce Williams (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Jill Miranda Baker (President Elect) $0 $0 $0
Frank Derfler (President) $0 $0 $0
Marlo Demoss (Secretary) $0 $0 $0
Terry Abel (Sgt At Arms) $0 $0 $0
Judith Cooley (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,300
Expenses
$198,552
Net Income
$25,748
Net Assets
$52,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,120
23.7%
Program Services $0
Investment Income $126
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $158,221
70.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,833
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $223,522
Total Liabilities $170,932
Net Assets $52,590
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Don Horton (Director) $0 $0 $0
Bette Brown (Past President) $0 $0 $0
Nicole Kraus (Director) $0 $0 $0
Paul Beal (Director) $0 $0 $0
John Izanec (Director) $0 $0 $0
Terry Abel (Director) $0 $0 $0
Hunter Padgett (Director) $0 $0 $0
Joe Roth Iii (Director) $0 $0 $0
Claire Johnson (Director) $0 $0 $0
Bruce Williams (Director) $0 $0 $0
Rob Stober (Director) $0 $0 $0
Jill Miranda Baker (Secretary) $0 $0 $0
Frank Derfler (President Elect) $0 $0 $0
Chris Trentine (President) $0 $0 $0
Marlo Demoss (Srgnt At Arms) $0 $0 $0
Judith Cooley (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$339,980
Expenses
$329,717
Net Income
$10,263
Net Assets
$28,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,585
30.8%
Program Services $235,252
69.2%
Investment Income $143
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,177
Total Liabilities $105,513
Net Assets $28,664
Compensation
Key Employees and Officers Compensation Related Other
Michael Mayer (President) $0 $0 $0
Nicholas Mulick (Director) $0 $0 $0
Bette Brown (Vice President) $0 $0 $0
Frank Derfler (Director) $0 $0 $0
Claire Johnson (Executive Dir.) $0 $0 $0
Ray Rhash (Treasurer) $0 $0 $0
Chris Trentine (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$261,515
Expenses
$258,588
Net Income
$2,927
Net Assets
$18,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,436
4.0%
Program Services $249,004
95.2%
Investment Income $2,075
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $130,435
Total Liabilities $112,034
Net Assets $18,401

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$252,807
Expenses
$273,939
Net Income
-$21,132
Net Assets
$15,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,104
4.4%
Program Services $241,559
95.6%
Investment Income $144
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,626
Total Liabilities $119,152
Net Assets $15,474

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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