ROTARY CLUB OF JACKSON FOUNDATION: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF JACKSON FOUNDATION (EIN 91-1925378)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201733179349201478
- Schema version
- 2016v3.0
- 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 | 2017-11-13T13:55:38-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421650532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathy Castillo CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 Sutter Hill Rd E PO Box 1355 | AddressLine1Txt |
| City | Sutter Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911925378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIRK WENTLING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2092963408 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathy Castillo | PreparerPersonNm |
| PTIN | P00481208 | PTIN |
| Phone | 2092675119 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.187.243.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 13:59:51 | IPTm |
| Federal Original Submission Id | 6816922017317sio2ew2 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6CB7B11F55189C7D99C91B78DF1302222E3D782 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6CB7B11F55189C7D99C91B78DF1302222E3D782 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | JACKSONROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $63,238 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $11,525 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,203 | InvestmentIncomeAmt |
| Fundraising Gross Income | $47,510 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $25,955 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $21,555 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $37,283 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $75 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $48,403 | OtherExpensesTotalAmt |
| Total Expenses | $48,478 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$11,195 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $169,798 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,467 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $157,136 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,519 | BOYAmt |
| EOY | $46,383 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,504 | BOYAmt |
| EOY | $114,980 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,023 | BOYAmt |
| EOY | $161,363 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,225 | BOYAmt |
| EOY | $4,227 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,798 | BOYAmt |
| EOY | $157,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CHARITABLE AND PAUL HARRIS FUND SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| AWARDED 12 STUDENT SCHOLARSHIPS | $15,750 |
| DONATIONS AWARDS AND PLEDGES TO OTHER AMADOR COUNTY COMMUNITY NON PROFITS | $25,955 |
| INTERACT PROGRAM | $1,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,683 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DIRK WENTLING | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| ART LONG | ||||
| PRESIDENT ELECT | 7.00 | $0 | $0 | $0 |
| BARBARA LONG | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD CAMPBELL | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| JOHN SULLIVAN | ||||
| EXECUTIVE SECRETARY | 5.00 | $0 | $0 | $0 |
| PATRICK CREW | ||||
| FOUNDATION CHAIRMAN | 5.00 | $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 |
| 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 | RICHARD CAMPBELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2092963408 | 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 | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,525 | CurrentTaxYearAmt |
| Total | $41,317 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,525 | CurrentTaxYearAmt |
| Total | $41,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $41,317 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,203 | CurrentTaxYearAmt |
| Total | $14,655 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,621 | CurrentTaxYearAmt |
| Total | $40,870 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,842 | TotalSupportAmt |
| Public Support CY170 | 0.42660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOWL A THON | Event1Nm |
| Gross Receipts Event1 | $12,270 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $12,270 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,970 | OtherDirectExpensesEvent1Amt |
| Event2 | DESTR DERBY | Event2Nm |
| Gross Receipts Event2 | $11,340 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,340 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,486 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $23,900 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $23,900 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $9,763 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,736 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $47,510 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $47,510 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,763 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,192 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,955 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,555 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTBANK FEES AND CHARGES 99INTERACT PAYMENTS 1,978DONATIONS TO OTHER NONPROFITS 30,516FILING FEES 60STUDENT SCHOLARSHIPS 15,750 |
| Other changes in net assets or fund balances Part I line 20 | DESCRIPTION AMOUNTUNREALIZED GAIN FMV OF SECURITIES 341NET TRANSFER TO JACKSON ROTARY (1,808) |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARSTUDENT LOANS RECEIVABLE 10,750 0INTERFUND RECEIVABLE 1,035 1,035GIURLANI INVESTMENT FUND 7,961 8,866STUDENT LOAN INVESTMENT FUND 14,223 14,757FOUNDATION INVESTMENT FUND 11,275 12,938RALPH MOORE INVESTMENT FUND 77,850 76,974BAR SUPPLIES AND INVENTORY 410 410 |
| Description of total liabilities Part II line 26 | CATEGORY BEGINNING OF YEAR END OF YEARINTERFUND PAYABLE 1,035 1,035PAUL HARRIS FUND PAYABLE 3,190 3,192 |
| Other program services Part III line 31 | SUPPORT FOR ROTARY YOUTH INTERACT AND ROTARY YOUTH PROGRAMS |