SANTA ROSA EAST ROTARY FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANTA ROSA EAST ROTARY FOUNDATION (EIN 68-0374168)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-15
- IRS object ID
- 202032899349201603
- Schema version
- 2019v5.0
- 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 | 2020-10-15T13:21:13-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2020-09-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R MUSSON | PreparerPersonNm |
| PTIN | P00055839 | PTIN |
| Phone | 7075460272 | PhoneNum |
| Preparation | 2020-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.23.193.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-15 | IPDt |
| IP Tm | 13:21:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 887E2F3DAB4799A51C57662F2A53D058EDCBB8B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 887E2F3DAB4799A51C57662F2A53D058EDCBB8B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $56,883 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $25,505 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,228 | InvestmentIncomeAmt |
| Fundraising Gross Income | $30,150 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,672 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $25,478 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $52,211 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $94,083 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $5,947 | OtherExpensesTotalAmt |
| Total Expenses | $100,030 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$47,819 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $296,314 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $3,635 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $252,130 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,414 | BOYAmt |
| EOY | $278,888 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,414 | BOYAmt |
| EOY | $278,888 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,100 | BOYAmt |
| EOY | $26,758 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,314 | BOYAmt |
| EOY | $252,130 | 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 | ORGANIZATION IS IN THE PROCESS OF ACCUMULATING ENDOWMENT. GRANTS ARE LIMITED UNTIL ENDOWMENT IS ACCUMULATED. PLEASE SEE GRANT DETAILS FOR EDUCATION, YOUTH AND COMMUNITY GRANT ACTIVITY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $94,083 | GrantsAndAllocationsAmt |
| Program Service Expenses | $100,030 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,030 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| TOM JACKSON | ||
| PRESIDENT | 1.00 | $0 |
| KIM MCDONALD | ||
| PRESIDENT EL | 1.50 | $0 |
| BRIAN REED | ||
| PAST PRESIDE | 0.50 | $0 |
| JEAN CHIRHART | ||
| TREASURER | 0.50 | $0 |
| MARILYN LIRA | ||
| SECRETARY | 0.50 | $0 |
| NANCY HILL | ||
| SERGEANT-AT- | 1.00 | $0 |
| BARRY COGBILL | ||
| DIRECTOR | 3.50 | $0 |
| JOE MAURER | ||
| DIRECTOR | 000.00 | $0 |
| KEN MOHOLT-SIEBERT | ||
| DIRECTOR | 0.50 | $0 |
| JULIE MONTGOMERY | ||
| DIRECTOR | 000.00 | $0 |
| RON TAYLOR | ||
| DIRECTOR | 0.33 | $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 | J 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 | 7075388488 | 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 | $3,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,505 | CurrentTaxYearAmt |
| Total | $61,125 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,378 | CurrentTaxYearAmt |
| Total | $323,551 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,883 | CurrentTaxYearAmt |
| Total | $384,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $384,676 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,228 | CurrentTaxYearAmt |
| Total | $4,105 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,228 | CurrentTaxYearAmt |
| Total | $4,105 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,111 | CurrentTaxYearAmt |
| Total | $388,781 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99350 | 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 | SPRING SILENT L | Event1Nm |
| Gross Receipts Event1 | $30,150 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $30,150 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,870 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $208 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,594 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $30,150 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $30,150 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,870 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $208 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,594 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,672 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,478 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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: SANTA ROSA WEST ROTARY ADDRESS: 348 10TH STREET SANTA ROSA, CA 95401 CASH CONTRIBUTION: 16,523 CLASS OF ACTIVITY: COMMUNITY SERVICE NAME: CHILDREN'S MUSEUM OF SONOMA COUNTY ADDRESS: 1835 W STEEL LANE SANTA ROSA, CA 95403 CASH CONTRIBUTION: 26,050 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 231 SERVICE CHARGE 10 SUPPLIES 5,681 TAXES & FEES 25 TOTAL 5,947 |
| FORM 990-EZ, PART I, LINE 20 | NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS 3,635 |
| FORM 990-EZ, PART II, LINE 26 | PROJECT LIABILITY - UGANDA 19,100 26,758 |
| 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. |
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 |