PETOSKEY ROTARY SUNRISE CHARITIESINC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETOSKEY ROTARY SUNRISE CHARITIESINC (EIN 26-0899221)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-07
- IRS object ID
- 202543119349202214
- 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 | 2025-11-07T15:34:04-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383300148 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM R KANINE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N DIVISION ROAD STE 1 | AddressLine1Txt |
| City | PETOSKEY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49770 | 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 | 260899221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETOSKEY ROTARY SUNRISE CHARITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETO | BusinessNameControlTxt |
| Phone | 2313487900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 812 | AddressLine1Txt |
| City | PETOSKEY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH A KANINE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2313487900 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A KANINE | PreparerPersonNm |
| PTIN | P00236940 | PTIN |
| Phone | 2313487900 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| 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 | WWW.PETOSKEYROTARYSUNRISE.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $98,755 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,804 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $436 | InvestmentIncomeAmt |
| Fundraising Gross Income | $95,515 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $53,807 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $41,708 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $44,948 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $1,235 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $43,910 | OtherExpensesTotalAmt |
| Total Expenses | $45,145 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$197 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $73,435 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $73,238 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,435 | BOYAmt |
| EOY | $73,238 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,435 | BOYAmt |
| EOY | $73,238 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,435 | BOYAmt |
| EOY | $73,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ORGANIZATION IS USED FOR THE CHARITABLE PURPOSES OF THE PETOSKEY ROTARY CLUB-SUNRISE. FUNDS ARE USED TO IMPROVE QUALITY OF LIFE OF THOSE IN THE COMMUNITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE FUNDS FOR COMMUNITY NEEDS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $43,910 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,910 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DAN RASMUSSEN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNY BROWER | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHARLES WALDVOGEL | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| ZAC LEJEUNE | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID MEYER | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN WAGNER | ||||
| PAST-PRESIDENT | 2.00 | $0 | $0 | $0 |
| EMILY BOEHM | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHARLES JOHNSON | ||||
| PRESIDENT-ELECT | 5.00 | $0 | $0 | $0 |
| JOE KANINE | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| KATHY MOTSCHALL | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N DIVISION ROAD | AddressLine1Txt |
| City | PETOSKEY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2313487900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $3,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,804 | CurrentTaxYearAmt |
| Total | $12,275 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,515 | CurrentTaxYearAmt |
| Total | $442,064 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,319 | CurrentTaxYearAmt |
| Total | $454,339 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $454,339 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435 | CurrentTaxYearAmt |
| Total | $858 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435 | CurrentTaxYearAmt |
| Total | $858 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,754 | CurrentTaxYearAmt |
| Total | $455,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99880 | PublicSupportPY509Pct |
| Investment Income CY | 0.00190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 4TH OF JULY | Event1Nm |
| Gross Receipts Event1 | $41,261 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $41,261 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $40,796 | OtherDirectExpensesEvent1Amt |
| Event2 | CALENDAR SALES | Event2Nm |
| Gross Receipts Event2 | $8,495 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,495 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,565 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $45,759 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $45,759 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,446 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $95,515 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $95,515 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,807 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,807 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,708 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 436. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DONATIONS & COMMUNITY SUPPORT. AMOUNT: 43,910. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |