LONG BEACH ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LONG BEACH ROTARY CHARITABLE FOUNDATION (EIN 33-0480906)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-17
- IRS object ID
- 201643229349200139
- Schema version
- 2015v2.0
- 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 | 2016-11-17T16:40:34-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Guzman & Gray Certified Public Accountants | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 E Pacific Coast Highway Suite | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330480906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG BEACH ROTARY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 5624368181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1119 QUEENS HIGHWAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN RUSSELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GRAY CPA | PreparerPersonNm |
| PTIN | P00048565 | PTIN |
| Phone | 5624980997 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $126,861 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $106,953 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,908 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $13,000 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $10,130 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $2,870 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $116,731 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $66,957 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $4,564 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $29,139 | OtherExpensesTotalAmt |
| Total Expenses | $100,660 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,071 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $388,540 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$13,004 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $391,607 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,718 | BOYAmt |
| EOY | $391,663 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,718 | BOYAmt |
| EOY | $391,663 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178 | BOYAmt |
| EOY | $56 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,540 | BOYAmt |
| EOY | $391,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SUPPORT HEALTH, YOUTH SERVICES, EDUCATION AND OTHER PROGRAMS IN THE COMMUNITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE CAMP ENTERPRISE PROGRAM PROVIDES AN OPPORTUNITY FOR HIGH SCHOOL STUDENTS TO BE EXPOSED TO AND LEARN BUSINESS AND LIFE SKILLS | $24,403 | |
| READ BY NINE PROGRAM PROMOTES READING BY CHILDREN | $36,437 | |
| EDUCATIONAL PROGRAM SUPPORTED OTHER EXEMPT EDUCATIONAL ORGANIZATIONS | $30,520 | $30,520 |
| OTHER PROGRAM EXPENSES RELATED TO SUPPORT HEALTH, YOUTH SERVICES, EDUCATION AND OTHER PROGRAMS | $1,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $93,311 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BRIAN RUSSELL | ||
| President | 1.00 | $0 |
| GREG BURNIGHT | ||
| Vice President | 1.00 | $0 |
| MOLLIE BECK | ||
| Treasurer | 1.00 | $0 |
| JAYNE LASTUSKY | ||
| Secretary | 1.00 | $0 |
| KAY COFIELD | ||
| PAST PRES | 1.00 | $0 |
| SALVADOR FARFAN | ||
| Director | 1.00 | $0 |
| JIM HOWE | ||
| Director | 1.00 | $0 |
| STEVE KEESAL | ||
| Director | 1.00 | $0 |
| OLIVIA MAISER | ||
| Director | 1.00 | $0 |
| JAN MAIZE | ||
| Director | 1.00 | $0 |
| MADRID ZIMMERMAN | ||
| Executive Dir. | 20.00 | $0 |
| DENNIS SMITH | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EXECUTIVE DIRECTOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1119 QUEENS HWY NO 103 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624368181 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| 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 | $83,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,953 | CurrentTaxYearAmt |
| Total | $482,569 | 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 | $83,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,953 | CurrentTaxYearAmt |
| Total | $482,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,297 | SubstantialContributorsTotAmt |
| Public Support Total170 | $436,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,908 | CurrentTaxYearAmt |
| Total | $35,517 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $521,293 | TotalSupportAmt |
| Public Support CY170 | 0.83690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.28 | Class of Activity: GRANTS TO OTHER ORGNZTION | Donee's Name: SCHOLASTIC | Donee's Address: 557 BROADWAY NEW YORK NY 10012 | Cash Amount Given: $19098 |
| Grants and Similar Amounts Paid In Excess of $5,000.29 | Class of Activity: GRANTS TO OTHER ORGNZTION | Donee's Name: LB EDUCATION FND | Donee's Address: 1515 HUGHES WAY LONG BEACH CA 90810 | Cash Amount Given: $16139 |
| Other Expenses.1 | CAMP AND RENTAL FEES $14369 |
| Other Expenses.2 | SUPPLIES $4696 |
| Other Expenses.3 | TRANSPORTATION $4012 |
| Other Expenses.4 | FOOD $2227 |
| Other Expenses.5 | OTHER $1951 |
| Other Expenses.6 | BANK FEES $1824 |
| Other Expenses.7 | FILING FEES AND OTHER $60 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $178 Accounts Payable and Accrued Expenses - Ending $56 |