ROTARY INTERNATIONAL: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 36-3980900)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349204241
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:19:50-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 932655820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montgomery & Associates Cpas Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Court Street | AddressLine1Txt |
| City | Woodland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363980900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND SUNRISE ROTARY CLUB OF CA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8155 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN JEPSEN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | JEPSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M MARTIN | PreparerPersonNm |
| PTIN | P00036937 | PTIN |
| Phone | 5306623911 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 0573 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Gross Receipts | $111,679 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $55,386 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $39,077 | ProgramServiceRevenueAmt |
| Membership Dues | $17,134 | MembershipDuesAmt |
| Investment Income | $82 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $111,679 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,154 | GrantsAndSimilarAmountsPaidAmt |
| Occupancy Rent Utlts And Maint | $202 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $293 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $38,234 | OtherExpensesTotalAmt |
| Total Expenses | $75,883 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,796 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,478 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,946 | BOYAmt |
| EOY | $101,063 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047 | BOYAmt |
| EOY | $1,211 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,993 | BOYAmt |
| EOY | $102,274 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,515 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,478 | BOYAmt |
| EOY | $102,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | WOODLAND SUNRISE ROTARY CLUB IS AN ORGANIZATION OF VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE AND IMPROVE THE COMMUNITY AND WORLD IN WHICH THEY LIVE IN. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ROTARY HAS ACHIEVED ALL THE GOALS SET FORTH IN OUR MISSION STATEMENT. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $37,154 | GrantsAndAllocationsAmt |
| Program Service Expenses | $38,729 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,729 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BRAD MILLER | ||
| President | 10.00 | $0 |
| THOMAS WENDT | ||
| PRESIDENT ELECT | 1.00 | $0 |
| RONALD JAMES | ||
| Secretary | 5.00 | $0 |
| LYNN JEPSEN | ||
| Treasurer | 5.00 | $0 |
| ROBYN DRIVON | ||
| PAST PRESIDENT | 1.00 | $0 |
| JON LINDSTROM | ||
| Director | 0 | $0 |
| BRUCE WATTS | ||
| Director | 0 | $0 |
| DAVID YUST | ||
| Director | 0 | $0 |
| ANA PATRICIA ARRIAGA | ||
| Director | 0 | $0 |
| AARON SCHMOEKEL | ||
| Director | 0 | $0 |
| VICKI FAYE | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN JEPSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8155 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 957768155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5306696308 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.41 | Class of Activity: VARIOUS | Donee's Name: 4 MISCELLANEOUS GROUPS UNDER $5,000 | Donee's Address: P.O. BOX 8155 WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $6800 |
| Grants and Similar Amounts Paid In Excess of $5,000.42 | Class of Activity: SCHOLARSHIP | Donee's Name: Taryn Cadena | Donee's Address: 1043 EIGHT ST #2 MONTEREY CA 93940 | Relationship of Donee: NONE | Cash Amount Given: $9300 |
| Grants and Similar Amounts Paid In Excess of $5,000.43 | Class of Activity: ARCHITECT FEES FOR BLDG | Donee's Name: WOODLAND REGIONAL PARK RESERVE | Donee's Address: COUNTY ROAD 25A WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $12695 |
| Payments to Affiliates.1 | Name: ROTARY INTERNATIONAL | Address: 1560 SHERMAN AVENUE EVANSTON, IL 60201 | Purpose of payment: NATIONAL DUES | Amount: $8359 |
| Other Expenses.1001 | Advertising and Promotion $246 |
| Other Expenses.1002 | Office Expenses $1356 |
| Other Expenses.1003 | Information Technology $1651 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $5500 |
| Other Expenses.1009 | Depreciation $914 |
| Other Expenses.1 | COST OF MEALS $25214 |
| Other Expenses.2 | BANK CHARGES $1345 |
| Other Expenses.3 | QuickBooks Online Subscription $780 |
| Other Expenses.4 | SPEAKER GIFTS (BOOKS) $369 |
| Other Expenses.5 | WEBSITE MAINTENANCE $365 |
| Other Expenses.6 | DUES $275 |
| Other Expenses.8 | ROTARY EVENTS $169 |
| Other Expenses.9 | CHARITABLE REGISTRY FEE $50 |
| Other Assets.1003 | Machinery and Equipment - Beginning $1047 Machinery and Equipment - Ending $1211 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $4515 Accounts Payable and Accrued Expenses - Ending $0 |