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Endowment Fund Of The Rotarty Club Of Fort Worth

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: Community Improvement, Capacity Building / Community Service Clubs (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$36.7k (2024)

Expenses
$41.1k (2024)

Total Assets
$1.31M (2024)

Total Liabilities
$13.2k (2024)

Source: Form 990 tax filings from 2011 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
$36,688
Expenses
$41,077
Net Income
-$4,389
Net Assets
$1,299,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,865
32.3%
Program Services $0
Investment Income $24,823
67.7%
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 $1,312,906
Total Liabilities $13,156
Net Assets $1,299,750
Compensation
Key Employees and Officers Compensation Related Other
Kirk Driver (President) $0 $0 $0
Shawn Snell (Immediate Pa) $0 $0 $0
Rebecca Montgomery (President El) $0 $0 $0
Cathy R Sheffield (Vice Preside) $0 $0 $0
Tom Law (Treasurer) $0 $0 $0
Mattie Compton (Secretary) $0 $0 $0
Karen Anfin (Sergeant Of) $0 $0 $0
Ty Stimpson (Director) $0 $0 $0
Derek Moffat (Director) $0 $0 $0
Pam Cannell (Director) $0 $0 $0
John Barnett (Director) $0 $0 $0
Shanna Saldana (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,336
Expenses
$47,028
Net Income
-$10,692
Net Assets
$1,135,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,395
39.6%
Program Services $0
Investment Income $21,941
60.4%
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 $1,155,958
Total Liabilities $20,244
Net Assets $1,135,714
Compensation
Key Employees and Officers Compensation Related Other
Shawn Snell (President) $0 $0 $0
Kirk Driver (President El) $0 $0 $0
Rebecca Montgomery (Vice Preside) $0 $0 $0
Courtney Lewis (Immediate Pa) $0 $0 $0
Cathy R Sheffield (Secretary) $0 $0 $0
Ty Stimpson (Sergeant At ) $0 $0 $0
Derek Moffat (Treasurer) $0 $0 $0
Bill Fairley (Director) $0 $0 $0
Jason Byrne (Director) $0 $0 $0
Joe Michels (Director) $0 $0 $0
Steve Kessler (Director) $0 $0 $0
Shanna Saldana (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,324
Expenses
$51,450
Net Income
-$5,126
Net Assets
$1,029,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,035
36.8%
Program Services $0
Investment Income $29,289
63.2%
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 $1,036,961
Total Liabilities $7,145
Net Assets $1,029,816
Compensation
Key Employees and Officers Compensation Related Other
Courtney Lewis (President) $0 $0 $0
Shawn Snell (President El) $0 $0 $0
Blake Moorman (Vice Preside) $0 $0 $0
Carlo Capua (Immediate Pa) $0 $0 $0
Rebecca Montgomery (Secretary) $0 $0 $0
Bill Fairley (Sergeant At ) $0 $0 $0
Joseph Michels (Treasurer) $0 $0 $0
Jason Byrne (Director) $0 $0 $0
Rosa Navejar (Director) $0 $0 $0
Chris Brim (Director) $0 $0 $0
Rebecca Fetty (Director) $0 $0 $0
Chris Jordan (Director) $0 $0 $0
Jason Ellis (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,610
Expenses
$27,025
Net Income
$281,585
Net Assets
$1,223,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,491
5.0%
Program Services $0
Investment Income $293,119
95.0%
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 $1,225,301
Total Liabilities $1,575
Net Assets $1,223,726
Compensation
Key Employees and Officers Compensation Related Other
Courtney Lewis (President) $0 $0 $0
Shawn Snell (President El) $0 $0 $0
Blake Moorman (Vice Preside) $0 $0 $0
Rebecca Montgomery (Secretary) $0 $0 $0
Joseph Michels (Treasurer) $0 $0 $0
Bill Fairley (Sergeant At ) $0 $0 $0
Carlo Capua (Immediate Pa) $0 $0 $0
Jason Byrne (Director) $0 $0 $0
Rosa Navejar (Director) $0 $0 $0
Chris Brim (Director) $0 $0 $0
Rebecca Fetty (Director) $0 $0 $0
Chris Jordan (Director) $0 $0 $0
Jason Ellis (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,111
Expenses
$42,609
Net Income
$38,502
Net Assets
$942,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,920
24.6%
Program Services $0
Investment Income $48,314
59.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,877
15.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $945,216
Total Liabilities $3,075
Net Assets $942,141
Compensation
Key Employees and Officers Compensation Related Other
Carlo Capua (President) $0 $0 $0
Courtney Lewis (President El) $0 $0 $0
Rebecca Fetty (Vice Preside) $0 $0 $0
Blake Moorman (Secretary) $0 $0 $0
Jason Ellis (Treasurer) $0 $0 $0
Wesley Gentle (Sergeant At ) $0 $0 $0
Rachel Marker (Immediate Pa) $0 $0 $0
Chris Brim (Director) $0 $0 $0
Christie Eckler (Director) $0 $0 $0
Chris Jordan (Director) $0 $0 $0
Shawn Snell (Director) $0 $0 $0
Deah Mitchell (Executive Di) $0 $49,808 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,514
Expenses
$48,809
Net Income
-$1,295
Net Assets
$903,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,502
62.1%
Program Services $0
Investment Income $18,012
37.9%
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 $905,139
Total Liabilities $1,500
Net Assets $903,639
Compensation
Key Employees and Officers Compensation Related Other
Larry Anfin (President) $0 $0 $0
Rachel Marker (President El) $0 $0 $0
Jeff Whitfield (Director) $0 $0 $0
Cathy Neece Brown (Director) $0 $0 $0
Martin Noto Jr (Vice Preside) $0 $0 $0
Deah Mitchell (Executive Di) $0 $5,385 $0
Gleniece Robinson (Director) $0 $0 $0
Leslie Oliver (Secretary) $0 $0 $0
Mae Ferguson (Sergeant At ) $0 $0 $0
Courtney Lewis (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,298
Expenses
$88,741
Net Income
-$39,443
Net Assets
$832,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,212
63.3%
Program Services $0
Investment Income $17,921
36.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $165
0.3%
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 $856,759
Total Liabilities $24,164
Net Assets $832,595
Compensation
Key Employees and Officers Compensation Related Other
Tran Trong (Treasurer) $0 $0 $0
David Campbell (President) $0 $0 $0
Rachel Marker (Secretary) $0 $0 $0
Jeff Whitfield (Treasurer) $0 $0 $0
Don Marable (Sergeant At ) $0 $0 $0
Andy Taft (Director) $0 $0 $0
Buzz Brightbill (Director) $0 $0 $0
Harriet Harral (Director) $0 $0 $0
Ralph Mecklenburger (Director) $0 $0 $0
Cathy Neece Brown (Director) $0 $0 $0
Martin Noto Jr (Vice Preside) $0 $0 $0
Gleniece Robinson (Director) $0 $0 $0
Alyson Pollak (Executive Di) $0 $67,600 $2,028

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$177,115
Expenses
$136,822
Net Income
$40,293
Net Assets
$821,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $155,036
87.5%
Program Services $0
Investment Income $16,304
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,775
3.3%
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 $821,625
Total Liabilities $0
Net Assets $821,625
Compensation
Key Employees and Officers Compensation Related Other
Andy Taft (President) $0 $0 $0
David Campbell (President El) $0 $0 $0
Don Marable (Vice Preside) $0 $0 $0
Charlie Powell (Secretary) $0 $0 $0
Susan Morgan (Treasurer) $0 $0 $0
Larry Anfin (Sergeant At ) $0 $0 $0
Connie Blake (Director) $0 $0 $0
Doug Briley (Director) $0 $0 $0
Buzz Brightbill (Director) $0 $0 $0
Harriet Harral (Director) $0 $0 $0
Ralph Mecklenburger (Director) $0 $0 $0
Joan Trew (Director) $0 $0 $0
Alyson Pollak (Executive Di) $0 $67,600 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,289
Expenses
$15,570
Net Income
$67,719
Net Assets
$717,873
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,729
83.7%
Program Services $0
Investment Income $13,459
16.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101
0.1%
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 $717,873
Total Liabilities $0
Net Assets $717,873
Compensation
Key Employees and Officers Compensation Related Other
Doug Briley (President) $0 $0 $0
Andy Taft (President Elect) $0 $0 $0
David Campbell (Vice President) $0 $0 $0
Connie Blake (Secretary) $0 $0 $0
Charlie Powell (Treasurer) $0 $0 $0
Marilyn Ackmann (Sergeant At Arms) $0 $0 $0
Larry Anfin (Director) $0 $0 $0
Mary Kathryn Anderson (Director) $0 $0 $0
Mike Baylor (Director) $0 $0 $0
Wayne Carson (Director) $0 $0 $0
Pat Hawkins (Director) $0 $0 $0
Joan Trew (Director) $0 $0 $0
Alyson Pollak (Executive Director) $0 $46,171 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,579
Expenses
$10,010
Net Income
$27,569
Net Assets
$657,061
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,480
65.1%
Program Services $0
Investment Income $12,657
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $442
1.2%
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 $657,061
Total Liabilities $0
Net Assets $657,061
Compensation
Key Employees and Officers Compensation Related Other
Wayne Carson (President) $0 $0 $0
Doug Briley (President Elect) $0 $0 $0
Andy Taft (Vice President) $0 $0 $0
Mary Katherine Anderson (Secretary) $0 $0 $0
Pat Hawkins (Treasurer) $0 $0 $0
Bill Fairley (Sergeant At Arms) $0 $0 $0
Marilyn Ackmann (Director) $0 $0 $0
Mike Baylor (Director) $0 $0 $0
Henry Borbolla (Director) $0 $0 $0
Mary Louise Garcia (Director) $0 $0 $0
Joan Kline (Director) $0 $0 $0
Tim Plocica (Director) $0 $0 $0
Amy Bearden (Executive Director) $0 $49,290 $5,921
Geneva F Williams (Executive Director) $0 $15,000 $0
Alyson Pollak (Executive Director) $0 $6,771 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,876
Expenses
$25,647
Net Income
$5,229
Net Assets
$622,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,942
61.3%
Program Services $0
Investment Income $11,934
38.7%
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 $622,000
Total Liabilities $0
Net Assets $622,000
Compensation
Key Employees and Officers Compensation Related Other
Tim Plocica (President) $0 $0 $0
Wayne Carson (President Elect) $0 $0 $0
Carlo Capua (Vice President) $0 $0 $0
Doug Briley (Secretary) $0 $0 $0
Henry Borbolla (Treasurer) $0 $0 $0
Mary Louise Garcia (Sergeant At Arms) $0 $0 $0
Tim Bruster (Director) $0 $0 $0
Steve Eason (Director) $0 $0 $0
Joan Kline (Director) $0 $0 $0
Joyce Mauk (Director) $0 $0 $0
Amy Bearden (Executive Director) $0 $60,507 $2,700
Geneva F Williams (Executive Director) $0 $47,226 $1,350

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$145,469
Expenses
$170,822
Net Income
-$25,353
Net Assets
$542,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,902
90.7%
Program Services $0
Investment Income $12,471
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,096
0.8%
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 $542,427
Total Liabilities $0
Net Assets $542,427

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,119
Expenses
$16,711
Net Income
$25,408
Net Assets
$528,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,476
74.7%
Program Services $0
Investment Income $10,853
25.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$210
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 $528,076
Total Liabilities $0
Net Assets $528,076

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,560
Expenses
$26,666
Net Income
$13,894
Net Assets
$503,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,861
63.8%
Program Services $0
Investment Income $8,403
20.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,511
16.1%
Net Inventory Sales $0
Other Revenue -$215
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $503,433
Total Liabilities $0
Net Assets $503,433

Document Links

Fiscal Year Ending June
2010

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 June
2002

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
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.

Which Organizations Are Here?

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