ROSEDALE FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSEDALE FOUNDATION INC (EIN 74-2898438)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349203692
- Schema version
- 2023v5.1
- 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 | 2024-11-13T12:04:14-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742555110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Figer & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 Parkstone Heights Drive Suite | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742898438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSEDALE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 5126330721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 301746 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HENRY | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2024-11-05 | 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 | Michael G Figer | PreparerPersonNm |
| PTIN | P00186917 | PTIN |
| Phone | 5123272266 | PhoneNum |
| 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 Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | ROSEDALEPROUD.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $123,056 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $68,813 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $50,970 | ProgramServiceRevenueAmt |
| Investment Income | $245 | 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 |
| Other Revenue Total | $3,028 | OtherRevenueTotalAmt |
| Total Revenue | $123,056 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $29,501 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $7,177 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $45,940 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $19,128 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $31,054 | OtherExpensesTotalAmt |
| Total Expenses | $132,800 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,744 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $392,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $383,136 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,362 | BOYAmt |
| EOY | $377,763 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,518 | BOYAmt |
| EOY | $7,275 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,880 | BOYAmt |
| EOY | $385,038 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,902 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,880 | BOYAmt |
| EOY | $383,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE SUPPORT FOR THE ROSEDALE SCHOOL THROUGH A CHARITABLE BICYCLE RIDE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION DONATES ALL PROCEEDS FROM ITS ANNUAL CHARITABLE BICYCLE RIDE ("THE ROSEDALE RIDE")TO THE ROSEDALE SCHOOL. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $29,051 | GrantsAndAllocationsAmt |
| Program Service Expenses | $43,524 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,524 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ALFRED GODFREY | ||
| RESIDENT | 3.00 | $0 |
| BRIAN HENRY | ||
| Executive Dir. | 3.00 | $0 |
| STACY SAXON | ||
| Secretary | 3.00 | $0 |
| MIKE KIEC | ||
| Treasurer | 3.00 | $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 |
| 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HALLIE HUTTASH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 301746 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124158383 | 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 | $87,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,813 | CurrentTaxYearAmt |
| Total | $370,367 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,970 | CurrentTaxYearAmt |
| Total | $257,032 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,783 | CurrentTaxYearAmt |
| Total | $627,399 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $627,399 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $245 | CurrentTaxYearAmt |
| Total | $245 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $245 | CurrentTaxYearAmt |
| Total | $245 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,028 | CurrentTaxYearAmt |
| Total | $46,364 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,056 | CurrentTaxYearAmt |
| Total | $674,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93430 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | MERCHANDISE SALES $3028 |
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: EDUCATION | Donee's Name: ROSEDALE SCHOOL | Donee's Address: 2117 WEST 49TH STREET AUSTIN TX 78756 | Cash Amount Given: $29501 |
| Other Expenses.1001 | Advertising and Promotion $1068 |
| Other Expenses.1003 | Information Technology $508 |
| Other Expenses.1012 | Insurance $2518 |
| Other Expenses.2 | Program Expenses $14024 |
| Other Expenses.3 | MERCHANT PROCESSING FEES $5331 |
| Other Expenses.4 | CONTRACT LABOR $4000 |
| Other Expenses.5 | Office Supplies $1273 |
| Other Expenses.6 | SUPPLIES $1166 |
| Other Expenses.7 | LICENSES & PERMITS $1005 |
| Other Expenses.9 | BANK SERVICE CHARGES $161 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $2518 Prepaid Expenses and Deferred Charges - Ending $5275 |
| Other Assets.1 | SECURITY DEPOSIT - Beginning $2000 SECURITY DEPOSIT - Ending $2000 |
| Total Liabilities.1 | PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $1902 |