ROTARY CLUB OF JACKSON FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF JACKSON FOUNDATION (EIN 91-1925378)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-07
- IRS object ID
- 202523119349201972
- 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 | 2025-11-07T13:32:56-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994996788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Castillo Bordwell Swift CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 Sutter Hill Road Ste E | 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 | 2024-07-01 | 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) |
|---|---|---|
| In Care Of | % RICHARD CAMPBELL | InCareOfNm |
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 2092963408 | PhoneNum |
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 | RICHARD CAMPBELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2092963408 | PhoneNum |
| Signature | 2025-10-22 | 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 | CATHY CASTILLO | PreparerPersonNm |
| PTIN | P00481208 | PTIN |
| Phone | 2092675119 | PhoneNum |
| Preparation | 2025-11-07 | 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 | JACKSONROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $137,174 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,873 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,936 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $77,032 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $86,594 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$9,562 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $37,341 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $21,133 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,208 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $992 | OtherRevenueTotalAmt |
| Total Revenue | $29,447 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $31,479 | OtherExpensesTotalAmt |
| Total Expenses | $31,979 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,532 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $118,880 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $11,257 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $127,605 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,735 | BOYAmt |
| EOY | $36,745 | 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 | $94,034 | BOYAmt |
| EOY | $93,140 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,769 | BOYAmt |
| EOY | $129,885 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,889 | BOYAmt |
| EOY | $2,280 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,880 | BOYAmt |
| EOY | $127,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | LEADERSHIP ORGANIZATION FOR COMM SERVICE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| LOCAL CHARITABLE ORGANIZATION SUPPORT | $19,760 |
| AWARDED 4 SCHOLARSHIPS TO LOCAL STUDENTS | $5,500 |
| YOUTH LEADERSHIP CONFERENCE (RYLA & REGL) | $6,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,440 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RICK SPRENKEL | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| PATRICK CREW | ||||
| FOUNDATION CHAIRMAN | 7.00 | $0 | $0 | $0 |
| KAREN DICKERSON | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| RICHARD CAMPBELL | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| KEITH SWETT | ||||
| DIRECTOR | 3.00 | $0 | $0 | $0 |
| JIM WILSON | ||||
| SERGEANT AT ARMS | 3.00 | $0 | $0 | $0 |
| MITCH BETTS | ||||
| PAST PRESIDENT | 3.00 | $0 | $0 | $0 |
| IRENE PERBAL | ||||
| DIRECTOR | 3.00 | $0 | $0 | $0 |
| STACY LICKISS | ||||
| DIRECTOR | 3.00 | $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 | 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 Minus3 Years | $8,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,873 | CurrentTaxYearAmt |
| Total | $42,846 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $39,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,341 | CurrentTaxYearAmt |
| Total | $153,130 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,214 | CurrentTaxYearAmt |
| Total | $195,976 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $195,976 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,937 | CurrentTaxYearAmt |
| Total | $15,954 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,937 | CurrentTaxYearAmt |
| Total | $15,954 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,151 | CurrentTaxYearAmt |
| Total | $211,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91260 | PublicSupportPY509Pct |
| Investment Income CY | 0.08000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Attachment | FormAndLineReferenceDesc |
| Explanation | JACKSON ROTARY FOUNDATION HAS FILED 990-N FOR THE PAST 4 YEARS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE BOOOTH | Event1Nm |
| Gross Receipts Event1 | $33,549 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $33,549 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,956 | FoodAndBeverageEvent1Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,792 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $3,792 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,177 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $37,341 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $37,341 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $21,133 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $21,133 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,208 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description AmountUNREALIZED GAIN ON SECURITIES 992 |
| Description of other expenses Part I line 16 | Description AmountBANK FEES 14DONATIONS 19,760FILING FEES 25RYLA AND REGL EXPENSES 6,180SCHOLARSHIPS 5,500COMMUNITY PROJECTS |
| Other changes in net assets or fund balances Part I line 20 | Description AmountRELEASE OF TEMPORARILY RESTRICTED 11,257 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearEDWARD JONES BROKERAGE 94,034 93,140 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearPAUL HARRIS FUND 2,889 2,280 |
| Other program services Part III line 31 | SUPPORT FOR ROTARY YOUTH INTERACT AND ROTARY YOUTH PROGRAMS |