WOODLAND ROTARY ENDOWMENT: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAND ROTARY ENDOWMENT (EIN 68-0270150)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202303189349318035
- 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 | 2023-11-14T19:39:06-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680204223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULLRICH DELEVATI CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 2ND ST STE 106 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956954065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680270150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND ROTARY ENDOWMENT | 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 31 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM SCHWARZGRUBER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5306666671 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOM | PersonFirstNm |
| Person Last | SCHWARZGRUBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCUS E ULLRICH CPA | PreparerPersonNm |
| PTIN | P00015442 | PTIN |
| Phone | 5306666671 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM SCHWARZGRUBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,800 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WOODLANDROTARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | WOODLAND ROTARY ENDOWMENT PROVIDES SCHOLARSHIPS TO STUDENTS GRADUATING FROM THE WOODLAND JOINT UNIFIED SCHOOL DISTRICT. ADDITIONALLY THE ENDOWMENT FUNDS COMMUNITY SERVICE PROJECTS WITHIN WOODLAND AND CONTRIBUTES FUNDS TO INTERNATIONAL PROJECTS APPROVED BY THE ROTARY INTERNATIONAL FOUNDATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $57,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,994 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,334 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,330 | PYOtherRevenueAmt |
| CY Other Revenue | $5,952 | CYOtherRevenueAmt |
| PY Total Revenue | $131,006 | PYTotalRevenueAmt |
| CY Total Revenue | $70,050 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $105,600 | 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 | $49,217 | PYOtherExpensesAmt |
| CY Other Expenses | $27,883 | CYOtherExpensesAmt |
| PY Total Expenses | $49,217 | PYTotalExpensesAmt |
| CY Total Expenses | $133,483 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $81,789 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$63,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $781,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $749,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $781,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $749,910 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WOODLAND ROTARY ENDOWMENT PROVIDES SCHOLARSHIPS TO STUDENTS GRADUATING FROM THE WOODLAND JOINT UNIFIED SCHOOL DISTRICT. ADDITIONALLY THE ENDOWMENT FUNDS COMMUNITY SERVICE PROJECTS WITHIN WOODLAND AND CONTRIBUTES FUNDS TO INTERNATIONAL PROJECTS APPROVED BY THE ROTARY INTERNATIONAL FOUNDATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,084 | ExpenseAmt |
| Grant | $14,250 | GrantAmt |
| Desc | COLLEGE SCHOLARSHIP TO STUDENTS OF WOODLAND JOINT UNIFIED SCHOOOL DISTRICT | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $105,600 | ExpenseAmt |
| Grant | $105,600 | GrantAmt |
| Desc | COMMUNITY SERVICE PROJECTS INCLUDING: WOODLAND RECREATION FOUNDATION, ALL LEADERS MUST SERVE, MOSAIC-WCM, BIKE CAMPAIGN, FRIENDS OF ADULT DAY HEALTH AND YOLO CRISIS NURSERY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $126,684 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | 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 |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM SCHWARZGRUBER | PersonNm |
| Phone | 5306666671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BOB NAKKEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TABB RANDOLPH | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM SCHWARZGRUBER | ||||||
| TREASURER | 1.00 | Yes (X) | 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 |
| Fundraising | $37,296 | FundraisingAmt |
| All Other Contributions | $5,698 | AllOtherContributionsAmt |
| Total Contributions | $42,994 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,469 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,202 | SecuritiesAmt |
| Other | $12,008 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,575 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,373 | SecuritiesAmt |
| Other | $12,008 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,635 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,127 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,296 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,175 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,952 | TotalRevenueColumnAmt |
| Exclusion | $5,952 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,104 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,952 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,600 | TotalAmt |
| Program Services | $105,600 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560 | TotalAmt |
| Management And General | $1,560 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,834 | TotalAmt |
| Program Services | $6,834 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022 | TotalAmt |
| Management And General | $1,022 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GENERAL SCHOLARSHIP | $14,250 | $14,250 | |
| SENIOR BBQ | $4,142 | $4,142 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,483 | TotalAmt |
| Program Services | $126,684 | ProgramServicesAmt |
| Management And General | $6,799 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,934 | BOYAmt |
| EOY | $80,955 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,251 | BOYAmt |
| EOY | $667,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,185 | BOYAmt |
| EOY | $749,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25 | 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 | $781,160 | BOYAmt |
| EOY | $749,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,160 | BOYAmt |
| EOY | $749,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,185 | BOYAmt |
| EOY | $749,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$63,433 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $32,183 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,701 | CurrentTaxYearAmt |
| Total | $265,821 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,701 | CurrentTaxYearAmt |
| Total | $265,821 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $265,821 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,469 | CurrentTaxYearAmt |
| Total | $63,531 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,555 | CurrentTaxYearAmt |
| Total | $40,931 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $370,283 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,531 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL AUCTION | Event1Nm |
| Gross Receipts Event1 | $67,423 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,296 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,127 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $3,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $5,000 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $16,175 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $67,423 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,296 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,127 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,000 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,175 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,175 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,952 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| MOSAIC-WCM | ||||||
| 120 MAIN ST SUITE D | WOODLAND | CA | 95695 | 813066976 | 501C3 | $10,000 |
| FRIENDS OF ADULT DAY HEALTH | ||||||
| 942890807 | 501C3 | $5,500 | ||||
| YOLO CRISIS NURSERY | ||||||
| 501C3 | $10,000 | |||||
| THE WOODLAND RECREATION FOUNDATION | ||||||
| 501C3 | $45,600 | |||||
| YOLO COUNTY FAIR HERITAGE | ||||||
| 800324683 | 501C3 | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | WOODLAND ROTARY ENDOWMENT PROVIDES SCHOLARSHIPS TO STUDENTS GRADUATING FROM THE WOODLAND JOINT UNIFIED SCHOOL DISTRICT. ADDITIONALLY THE ENDOWMENT FUNDS COMMUNITY SERVICE PROJECTS WITHIN WOODLAND AND CONTRIBUTES FUNDS TO INTERNATIONAL PROJECTS APPROVED BY THE ROTARY INTERNATIONAL FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | TAX RETURN IS PRESENTED TO THE BOARD FOR APPROVAL BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IF A BOARD MEMBER IS DETERMINED TO HAVE A CONFLICT OF INTEREST THEY ARE REMOVED FROM THEIR POSITION AND A NEW BOARD MEMBER IS ELECTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | REQUESTED COPIES ARE PRODUCED FOR THE PUBLICS VIEWING. |
| FORM 990, PART XI, LINE 9 | INCREASE IN MARKET VALUE OF SECURITIES 32,183 |