BURLINGTON ROTARY FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURLINGTON ROTARY FOUNDATION (EIN 20-0475187)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349207070
- Schema version
- 2021v4.1
- 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 | 2023-05-15T13:22:44-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200475187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURLINGTON ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURL | BusinessNameControlTxt |
| Phone | 3607561010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL CARMAN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERYL | PersonFirstNm |
| Person Last | CARMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | Modified Cash | MethodOfAccountingOtherDesc |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $176,093 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $116,065 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,200 | ProgramServiceRevenueAmt |
| Investment Income | $240 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $58,588 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $62,884 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$4,296 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $113,209 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $93,433 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $6,499 | OtherExpensesTotalAmt |
| Total Expenses | $99,932 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,277 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $277,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $291,184 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,336 | BOYAmt |
| EOY | $290,369 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,436 | BOYAmt |
| EOY | $815 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,772 | BOYAmt |
| EOY | $291,184 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,907 | BOYAmt |
| EOY | $291,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO SUPPORT CHARITABLE ENTITIES, ORGANIZATIONS AND ACTIVITIES WITHIN SKAGIT COUNTY THAT BENEFIT AND IMPROVE THE WELFARE OF THE SKAGIT COUNTY AREA IN WASHINGTON STATE. IN ADDITION, THE ORGANIZATION WILL SUPPORT, ON AN INTERNATIONAL LEVEL, ACTIVITIES WITH THE SAME GOALS IN VARIOUS PLACES ACROSS THE GLOBE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (6 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Civic Donations - community support of local not-for-profit organizations and individuals in their efforts to improve health, hunger, youth services, and other humanitarian efforts in the community. | $16,476 |
| Major Project - each year the foundation will adopt one or more community or international projects to support through cash donations and club member participation. The projects are generally organized and overseen by the Burlington Rotary Club or another exempt organization. During the current year, projects included the final installment on the support for the YMCA community pool, building a playground for the Head Start program, and supporting the Children's Museum for Skagit Kids Read Week. | $8,320 |
| Scholarships - each year the Foundation funds scholarships for local youth graduating or continuing their education after graduating from Burlington-Edison High School. The program promotes education for the youth in our community beyond high school. | $14,000 |
| Youth Engaged in Service (YES)- is an international service program for youth that are in their eleventh year of school. Selected student must commit to 80 hours of community service during the year, attend monthly leadership training meetings, plan their international service project, and be able to present the project in Spanish. At the end of the year, students travel on an international humanitarian project. The program is designed to promote service as a worthy endeavor among local youth. | |
| Other programs include supporting the local high school interact club, organizing and filling backpacks with food during the school year so that students have food over the weekend, and supporting other community and international projects. | $11,029 |
| Kenya project to install computers and provide a network for learning in an orphanage. Alligns with the Rotary purpose to service youth and support education. | $39,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,562 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SHERYL CARMAN | ||
| Treasurer | 0 | $0 |
| KRISTIA POPPE | ||
| Secretary | 0 | $0 |
| WILL POTTS | ||
| Director | 0 | $0 |
| SUZANNE RADENKOVIC | ||
| PRESIDENT ELECT | 0 | $0 |
| KARIN BROWN | ||
| PRES. NOMINEE | 0 | $0 |
| TRICIA CISNEROS | ||
| Director | 0 | $0 |
| AARON STARKOVICH | ||
| President | 0 | $0 |
| DON POWER | ||
| Director | 0 | $0 |
| PETER BROWN | ||
| Director | 0 | $0 |
| MICHAEL WHITE | ||
| Director | 0 | $0 |
| STEVE GATES | ||
| Director | 0 | $0 |
| ERIC DYKSTRA | ||
| PAST PRESIDENT | 0 | $0 |
| TODD SETTERLUND | ||
| 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 | WA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE HALLIDAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982330185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3607561010 | 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 | $87,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,065 | CurrentTaxYearAmt |
| Total | $463,280 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,588 | CurrentTaxYearAmt |
| Total | $307,350 | 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 | $171,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,653 | CurrentTaxYearAmt |
| Total | $770,630 | 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 | $770,630 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240 | CurrentTaxYearAmt |
| Total | $1,697 | 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 Minus4 Years | $266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240 | CurrentTaxYearAmt |
| Total | $1,697 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,893 | CurrentTaxYearAmt |
| Total | $772,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99800 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL AUCTION | Event1Nm |
| Gross Receipts Event1 | $150,246 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $91,658 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,588 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $62,884 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $150,246 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $91,658 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,588 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,884 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,296 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: SCHOLASTIC | Donee's Name: SCHOLARSHIPS | Donee's Address: VARIOUS BURLINGTON WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $14000 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: CIVIC DONATIONS | Donee's Address: VARIOUS BURLINGTON WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $18976 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: CHILDREN OF THE VALLEY | Donee's Address: PO BOX 185 BURLINGTON WA 98233 | Relationship of Donee: AFFILIATE | Cash Amount Given: $7000 |
| Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: IPA | Donee's Address: 8374 MARKET STREET #203 LAKEWOOD RANCH FL 34240 | Relationship of Donee: NONE | Cash Amount Given: $6300 |
| Grants and Similar Amounts Paid In Excess of $5,000.5 | | Donee's Name: KENYA GLOBAL GRANT | Cash Amount Given: $39737 |
| Other Expenses.1 | OTHER DONATIONS $6049 |
| Other Expenses.2 | Program costs $450 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $4436 Prepaid Expenses and Deferred Charges - Ending $815 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $865 Accounts Payable and Accrued Expenses - Ending $0 |