SANTA ROSA EAST ROTARY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SANTA ROSA EAST ROTARY FOUNDATION (EIN 68-0374168)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-06-12
- IRS object ID
- 202331639349301728
- Schema version
- 2021v4.0
- 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 | 2023-06-12T18:16:27-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941354985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINKENHEIMER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 187 CONCOURSE BLVD | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 954030968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680374168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF SANTA ROSA EW | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 7078230344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2785 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN CHIRHART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7075388488 | PhoneNum |
| Signature | 2023-05-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | CHIRHART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R MUSSON | PreparerPersonNm |
| PTIN | P00055839 | PTIN |
| Phone | 7075460272 | PhoneNum |
| Preparation | 2023-05-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | JEAN CHIRHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2785 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,541 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE EDUCATIONAL SCHOLARSHIPS UNDER THE "ELINOR VALLERGA" PROGRAM. AND, PROVIDE SUPPORT TO LOCAL NOT-FOR-PROFIT ENTITIES FOR THE BENEFIT OF THE COMMUNITY, EMPHASIZING YOUTH RELATED PROGRAMS, UNDER THE "FOUNDATION" PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 59 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $18,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $57,303 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $348 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,482 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,252 | PYOtherRevenueAmt |
| CY Other Revenue | $122,148 | CYOtherRevenueAmt |
| PY Total Revenue | $40,684 | PYTotalRevenueAmt |
| CY Total Revenue | $188,933 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,383 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240 | PYOtherExpensesAmt |
| CY Other Expenses | $2,909 | CYOtherExpensesAmt |
| PY Total Expenses | $82,150 | PYTotalExpensesAmt |
| CY Total Expenses | $82,292 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$41,466 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $106,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $290,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $238,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $554,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE EDUCATIONAL SCHOLARSHIPS UNDER THE "ELINOR VALLERGA" PROGRAM. AND, PROVIDE SUPPORT TO LOCAL NOT-FOR-PROFIT ENTITIES FOR THE BENEFIT OF THE COMMUNITY, EMPHASIZING YOUTH RELATED PROGRAMS, UNDER THE "FOUNDATION" PROGRAM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $79,792 | ExpenseAmt |
| Grant | $79,383 | GrantAmt |
| Desc | THE ORGANIZATION ACCUMULATES FROM THE FUNDRAISER FOR THE YEARLY LOCAL DISTRIBUTIONS, AND INTERNATIONAL GRANTS. THE COMMUNITY FOUNDATION, CD'S AND EV MONEY MARKET ACCOUNTS ARE ALL USED TO BUILD FOR OUR SCHOLARSHIPS WHICH ARE GIVEN YEARLY AT 10% OF THE COMBINED VALUE AT THE BEGINNING OF THE YEAR. PLEASE SEE GRANTS DETAILS FOR EDUCATION, YOUTH, AND COMMUNITY GRANT ACTIVITY. | Desc |
| Total Program Service Expenses | $79,792 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN CHIRHART | PersonNm |
| Phone | 7078230344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2785 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MAE HEAGERTY-MATOS | |||||
| PRESIDENT | 2.50 | Yes (X) | $0 | $0 | $0 |
| JULIE MONTGOMERY | |||||
| PRESIDENT EL | 1.00 | Yes (X) | $0 | $0 | $0 |
| KIM MCDONALD | |||||
| PAST PRESIDE | 0.50 | Yes (X) | $0 | $0 | $0 |
| JEAN CHIRHART | |||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 |
| RON TAYLOR | |||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 |
| NANCY HILL | |||||
| SERGEANT-AT- | 3.00 | Yes (X) | $0 | $0 | $0 |
| BARRY COGBILL | |||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 |
| DON JOHNSON | |||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 |
| BRIAN REED | |||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 |
| DON CLIVER | |||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $57,303 | AllOtherContributionsAmt |
| Total Contributions | $57,303 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,482 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $158,756 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $36,608 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,148 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,482 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,383 | TotalAmt |
| Program Services | $69,383 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121 | TotalAmt |
| Program Services | $121 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MERGER COSTS | $2,500 | $2,500 | |
| SUPPLIES | $238 | $238 | |
| TAXES & FEES | $50 | $50 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,292 | TotalAmt |
| Program Services | $79,792 | ProgramServicesAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,418 | BOYAmt |
| EOY | $133,873 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,674 | BOYAmt |
| EOY | $290,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,445 | BOYAmt |
| EOY | $129,709 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,537 | BOYAmt |
| EOY | $554,442 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,647 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,647 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,890 | BOYAmt |
| EOY | $554,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,890 | BOYAmt |
| EOY | $554,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,537 | BOYAmt |
| EOY | $554,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $106,641 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $208,911 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $18,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,303 | CurrentTaxYearAmt |
| Total | $122,582 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,756 | CurrentTaxYearAmt |
| Total | $420,180 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,059 | CurrentTaxYearAmt |
| Total | $542,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $542,762 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,482 | CurrentTaxYearAmt |
| Total | $13,042 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,482 | CurrentTaxYearAmt |
| Total | $13,042 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,541 | CurrentTaxYearAmt |
| Total | $555,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98920 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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 | FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $158,756 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $158,756 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,100 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,572 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,736 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $158,756 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $158,756 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,100 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,572 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,736 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,608 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $122,148 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION PARTNERSHIP | |||||||
| 141 STONY CIRCLE 210 | SANTA ROSA | CA | 95401 | 941648949 | (C)(3) | $18,800 | CHARITY |
| SHOES4KIDZ | |||||||
| 321 SOUTH MAIN STREET 111 | SEBASTOPOL | CA | 95472 | 474654410 | (C)(3) | $22,075 | CHARITY |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MULTIPLE-INDIVIDUALS <5K | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PROVIDE EDUCATIONAL SCHOLARSHIPS UNDER THE "ELINOR VALLERGA" PROGRAM. AND, PROVIDE SUPPORT TO LOCAL NOT-FOR-PROFIT ENTITIES FOR THE BENEFIT OF THE COMMUNITY, EMPHASIZING YOUTH RELATED PROGRAMS, UNDER THE "FOUNDATION" PROGRAM. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWED AND APPROVED |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | MERGER FUND BALANCE ADJUSTMENT 256,664 UNREALIZED GAINS/LOSSES -47,753 TOTAL 208,911 |