WEST SPRINGFIELD ROTARY FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEST SPRINGFIELD ROTARY FOUNDATION INC (EIN 20-0683403)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-30
- IRS object ID
- 202403049349201330
- Schema version
- 2023v5.0
- 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 | 2024-10-30T19:35:12-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205507118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONAWAY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29 | AddressLine1Txt |
| City | EASTHAMPTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010270029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200683403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST SPRINGFIELD ROTARY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4132098364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66 | AddressLine1Txt |
| City | WEST SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM REICHELT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4132098364 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | WILLIAM T REICHELT CPA | PreparerPersonNm |
| PTIN | P00296621 | PTIN |
| Phone | 4132098364 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $62,418 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $17,130 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $11,508 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $5,910 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $6,536 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$626 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $27,870 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,320 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,550 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $40,562 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $21,700 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $560 | OtherExpensesTotalAmt |
| Total Expenses | $22,260 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,302 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $202,331 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $220,633 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,277 | BOYAmt |
| EOY | $225,233 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,164 | BOYAmt |
| EOY | $225,233 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,833 | BOYAmt |
| EOY | $4,600 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,331 | BOYAmt |
| EOY | $220,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE MONETARY GRANTS TO COMMUNITY NON-PROFIT ORGANIZATIONS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | GRANTS TO OTHER NON-PROFIT ORGANIZATIONS | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $21,700 | GrantsAndAllocationsAmt |
| Program Service Expenses | $21,700 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,700 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARY ANNE SCHELB | ||
| PRESIDENT | 000.00 | $0 |
| WILLIAM REICHELT | ||
| TREASURER | 000.00 | $0 |
| REID MCMANIS | ||
| CLERK | 000.00 | $0 |
| MICHAEL BERTERA | ||
| DIRECTOR | 000.00 | $0 |
| RYAN MARTIN | ||
| DIRECTOR | 000.00 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM REICHELT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66 | AddressLine1Txt |
| City | WEST SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4132098364 | 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 |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,130 | CurrentTaxYearAmt |
| Total | $60,653 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,870 | CurrentTaxYearAmt |
| Total | $91,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,000 | CurrentTaxYearAmt |
| Total | $151,653 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,600 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,000 | CurrentTaxYearAmt |
| Total | $22,300 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,000 | CurrentTaxYearAmt |
| Total | $23,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $127,753 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,508 | CurrentTaxYearAmt |
| Total | $34,663 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,508 | CurrentTaxYearAmt |
| Total | $34,663 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,508 | CurrentTaxYearAmt |
| Total | $186,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66560 | PublicSupportPY509Pct |
| Investment Income CY | 0.19000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.21000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER CONCERTS | Event1Nm |
| Gross Receipts Event1 | $19,180 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,180 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,055 | OtherDirectExpensesEvent1Amt |
| Event2 | 250TH BLOCK PAR | Event2Nm |
| Gross Receipts Event2 | $8,690 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,690 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $719 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,546 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $27,870 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $27,870 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $719 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,601 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,550 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 6,000 |
| FORM 990-EZ, PART I, LINE 10 | NAME: ROTARY INTERNATIONAL CASH CONTRIBUTION: 6,300 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 560 TOTAL 560 |
| FORM 990-EZ, PART II, LINE 24 | DUE FROM ROTARY CLUB 2,887 0 TOTAL 2,887 0 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,833 4,600 |