FOUNDATION OF YUCAIPA ROTARY CLUB INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF YUCAIPA ROTARY CLUB INC (EIN 45-5149308)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202533229349201118
- Schema version
- 2024v5.2
- 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 | 2025-11-17T22:59:31-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461834807 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beamer Tax & Business Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35051 Yucaipa Boulevard | AddressLine1Txt |
| City | Yucaipa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455149308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF YUCAIPA ROTARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 9092131279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 661 | AddressLine1Txt |
| City | YUCAIPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY KNIGHT | PersonNm |
| Person Title | CLUB ADMINISTRATOR | PersonTitleTxt |
| Phone | 9092131279 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Beamer | PreparerPersonNm |
| PTIN | P01051097 | PTIN |
| Phone | 9094356545 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $151,787 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,273 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $11,659 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $46,706 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,766 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $25,940 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $74,149 | OtherRevenueTotalAmt |
| Total Revenue | $131,021 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $44,481 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $750 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $15,259 | OtherExpensesTotalAmt |
| Total Expenses | $60,490 | TotalExpensesAmt |
| Excess Or Deficit For Year | $70,531 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $210,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $280,739 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,208 | BOYAmt |
| EOY | $280,739 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,208 | BOYAmt |
| EOY | $280,739 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,208 | BOYAmt |
| EOY | $280,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CHARITABLE ACTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Provided $23000 in scholarships and grants to charitable organizations, including educational, youth, andservice-related programs. Supported RYLA and PRYDE leadership programs and conducted community projects such as Make a Difference DayCareer Day, Speech Contest, Christmas Parade, Hero Banners, and holiday baskets. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $44,481 | GrantsAndAllocationsAmt |
| Program Service Expenses | $53,470 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $53,470 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DAN HUDEC | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| BILL SIMON | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| KAREN SWEDLOVE | ||||
| PRESIDENT ELECT | 2.00 | $0 | $0 | $0 |
| TERRY KNIGHT | ||||
| CLUB ADMINISTRATOR | 2.00 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CC BUSINESS SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35051 YUCAIPA BLVD | AddressLine1Txt |
| City | YUCAIPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096498199 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,273 | CurrentTaxYearAmt |
| Total | $49,389 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,273 | CurrentTaxYearAmt |
| Total | $49,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,389 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,389 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | INTEREST INCOME 2. |
| Form 990EZ, Part I, Line 8 | PRIOR PERIOD UNREALIZED INCOME 74147. |
| Form 990EZ, Part I, Line 10 | Education Grant; Scholarship; CRAFTON HILLS COLLEGE FOUNDATION: 11711 SAND CANYON RD, YUCAIPA, CA, 92399; NONE, 3500. |
| Form 990EZ, Part I, Line 10 | COMMUNITY SERVICE/CHARITABLE GRANTS; CHARITABLE GRANT; KIWANIS: PO BOX 691, YUCAIPA, , ; NONE, 600. |
| Form 990EZ, Part I, Line 10 | SHOLARSHIPS/EDUCATION; SCHOLARSHIPS; VARIOUS INDIVIDUALS: , , , ; NONE, 18000. |
| Form 990EZ, Part I, Line 10 | SCHOLARSHIP/GRANTS; SCHOLARSHIPS; : , , , ; NONE, 5000. |
| Form 990EZ, Part I, Line 10 | COMMUNITY SERVICE/CHARITABLE GRANTS; COMMUNITY SERVICE; RI FOUNDATION: ROTARY INTERNATIONAL, US, , ; NONE, 3300. |
| Form 990EZ, Part I, Line 10 | YOUTH LEADERSHIP DEVELOPMENT; YOUTH LEADERSHIP; ROTARACT: YUCAIPA STUDENTS, VARIOUS, , ; NONE, 818. |
| Form 990EZ, Part I, Line 10 | YOUTH LEADERSHIP DEVELOPMENT; YOUTH LEADERSHIP; RYLA: YUCAIPA STUDENTS, VARIOUS, , ; NONE, 4500. |
| Form 990EZ, Part I, Line 10 | YOUTH LEADERSHIP DEVELOPMENT; YOUTH LEADERSHIP DEVELOPMENT; PRYDE: YUCAIPA STUDENTS, VARIOUS, , ; NONE, 3375. |
| Form 990EZ, Part I, Line 10 | COMMUNITY SERVICE/CHARITABLE GRANTS; COMMUNITY SERVICE; : , , , ; NONE, 5388. |
| Form 990EZ, Part I, Line 16 | BANK CHARGES 303. |
| Form 990EZ, Part I, Line 16 | FOUNDATION EVENT EXPENSES 3132. |
| Form 990EZ, Part I, Line 16 | PAYMENTS TO AFFILIATE CLUB 2785. |
| Form 990EZ, Part I, Line 16 | FILING FEES 50. |
| Form 990EZ, Part I, Line 16 | PROGRAM EXPENSES 8989. |