SANTA ROSA EAST ROTARY FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SANTA ROSA EAST ROTARY FOUNDATION (EIN 68-0374168)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202113169349203321
- Schema version
- 2020v4.0
- 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
- Form 990-EZ
- Schedule A
- Schedule G
- Schedule O
- Compensation Explanation
- Transfer Prsnl Bnft Contracts Decl
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:58:31-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680374168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA ROSA EAST ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | 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 | 2021-11-09 | 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 | 2021-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $55,297 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,084 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $348 | InvestmentIncomeAmt |
| Fundraising Gross Income | $36,865 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,613 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $22,252 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $40,684 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $81,910 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $240 | OtherExpensesTotalAmt |
| Total Expenses | $82,150 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$41,466 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $252,130 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $28,226 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $238,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,888 | BOYAmt |
| EOY | $290,537 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,888 | BOYAmt |
| EOY | $290,537 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,758 | BOYAmt |
| EOY | $51,647 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,130 | BOYAmt |
| EOY | $238,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | 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 GRANT DETAILS FOR EDUCATION, YOUTH AND COMMUNITY GRANT ACTIVITY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $81,910 | GrantsAndAllocationsAmt |
| Foreign Grants | Yes (X) | ForeignGrantsInd |
| Program Service Expenses | $82,150 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $82,150 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KIM MCDONALD | ||
| PRESIDENT | 0.50 | $0 |
| JULIE MONTGOMERY | ||
| PRESIDENT EL | 1.50 | $0 |
| TOM JACKSON | ||
| PAST PRESIDE | 1.00 | $0 |
| JEAN CHIRHART | ||
| TREASURER | 0.50 | $0 |
| RON TAYLOR | ||
| SECRETARY | 0.50 | $0 |
| NANCY HILL | ||
| SERGEANT-AT- | 0.25 | $0 |
| BARRY COGBILL | ||
| DIRECTOR | 5.00 | $0 |
| JOE MAURER | ||
| DIRECTOR | 000.00 | $0 |
| BRIAN REED | ||
| DIRECTOR | 0.50 | $0 |
| DON CLIVER | ||
| DIRECTOR | 0.25 | $0 |
| NATE GULBRANSEN | ||
| DIRECTOR | 0.25 | $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 | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN CHIRHART | PersonNm |
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) |
|---|---|---|
| Phone | 7078230344 | 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 | $9,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,084 | CurrentTaxYearAmt |
| Total | $75,266 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,213 | CurrentTaxYearAmt |
| Total | $306,940 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,297 | CurrentTaxYearAmt |
| Total | $382,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $382,206 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348 | CurrentTaxYearAmt |
| Total | $4,181 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348 | CurrentTaxYearAmt |
| Total | $4,181 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,645 | CurrentTaxYearAmt |
| Total | $386,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98940 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIRTUAL FUNDRAI | Event1Nm |
| Gross Receipts Event1 | $36,865 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,865 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $14,613 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $36,865 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $36,865 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,613 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,613 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,252 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: COMMUNITY SERVICE CASH CONTRIBUTION: 10,000 |
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: CHILDREN'S MUSEUM OF SONOMA COUNTY ADDRESS: 1835 W STEEL LANE SANTA ROSA, CA 95403 CASH CONTRIBUTION: 21,265 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 125 SUPPLIES 90 TAXES & FEES 25 TOTAL 240 |
| FORM 990-EZ, PART I, LINE 20 | NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS 28,226 |
| FORM 990-EZ, PART II, LINE 26 | PROJECT LIABILITY - UGANDA 26,758 51,647 |
| FORM 990-EZ, PART III | 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-EZ, PART III, LINE 28 | 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 GRANT DETAILS FOR EDUCATION, YOUTH AND COMMUNITY GRANT ACTIVITY. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (11 entries)
| KIM MCDONALD |
| JULIE MONTGOMERY |
| TOM JACKSON |
| JEAN CHIRHART |
| RON TAYLOR |
| NANCY HILL |
| BARRY COGBILL |
| JOE MAURER |
| BRIAN REED |
| DON CLIVER |
| NATE GULBRANSEN |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?. . . . . . ..NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?. . . . . . . . . . . . . . ..NO | DeclarationDesc |