LYNNWOOD ROTARY COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LYNNWOOD ROTARY COMMUNITY FOUNDATION (EIN 91-1495396)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201601349349307030
- Schema version
- 2014v6.0
- 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 | 2016-05-13T15:48:05-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472417693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YACKEL & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19721 SCRIBER LAKE RD STE C | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911495396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNWOOD ROTARY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 4256701310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5856 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980465856 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN GAULTIERI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4256701310 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT V YACKEL CPA | PreparerPersonNm |
| PTIN | P00012992 | PTIN |
| Phone | 4256701310 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAME AS C ABOVE | PrincipalOfficerNm |
| Gross Receipts | $410,045 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LRCFROTARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | RAISE FUNDS TO SUPPORT EDUCATION AND PROVIDE FINANCIAL AND OTHER ASSISTANCE TO OTHERCOMMUNITY SERVICE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $118,752 | PYContributionsGrantsAmt |
| CY Contributions Grants | $204,177 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $375,290 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,487 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $580,216 | PYTotalRevenueAmt |
| CY Total Revenue | $286,664 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $520,016 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $129,262 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $353,087 | PYOtherExpensesAmt |
| CY Other Expenses | $5,909 | CYOtherExpensesAmt |
| PY Total Expenses | $873,103 | PYTotalExpensesAmt |
| CY Total Expenses | $135,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$292,887 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $151,493 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,741,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,769,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $318,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $278,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,423,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,490,830 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RAISE FUNDS TO SUPPORT EDUCATION AND PROVIDE FINANCIAL AND OTHER ASSISTANCE TO OTHERCOMMUNITY SERVICE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,228 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Desc | EARLY CHILDHOOD EDUCATION GRANTS PROVIDED TO THE LOCAL SCHOOL DISTRICT WHICH ENABLES EDUCATORS TO WORK WITH LOW-INCOME CHILDREN AND THEIR PARANTS, TO PREPARE THEM FOR SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $67,000 | ExpenseAmt |
| Grant | $67,000 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS TO ATTEND UNIVERSITY, TRADE SCHOOL OR COMMUNITY COLLEGE FOR SLIGIBLE STUDENT APPLICANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,150 | ExpenseAmt |
| Grant | $16,150 | GrantAmt |
| Desc | IDENTIFY LOCAL PROJECTS IN THE COMMUNITY AND SURROUNDING AREA IN WHICH FINANCIAL SUPPORT IS PROVIDED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,112 | ExpenseAmt |
| Grant | $16,112 | GrantAmt |
| Desc | CONTRIBUTIONS TO ORGANIZATIONS IN THE COMMUNITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,112 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $16,112 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $129,490 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YACKEL & ASSOCIATES PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4256701310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19721 SCRIBER LAKE ROAD SUITE C | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | TitleTitleTxt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT FADDEN | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MARINO | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN PEIRCE | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILLA SARGENT | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLA SMITH | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS SNIDER | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUNNVOR TVEIDT | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN BISHOP | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GOODWIN | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | VICE PRESIDE | |
| VICKIE KOZUCK | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE BODAL | ||||||
| 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN HATCH | ||||||
| 10.00 | $0 | $0 | $0 | PRESIDENT | Yes (X) | |
| DANIEL L GAULTERI | ||||||
| 4.00 | $0 | $0 | $0 | TREASURER | Yes (X) | |
| JOHN NIEMI | ||||||
| 1.00 | $0 | $0 | $0 | SECRETARY | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $204,177 | AllOtherContributionsAmt |
| Total Contributions | $204,177 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,302 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,292 | SecuritiesAmt |
| Other | $23,274 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,381 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,911 | SecuritiesAmt |
| Other | $23,274 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,185 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,487 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,262 | TotalAmt |
| Program Services | $62,262 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,000 | TotalAmt |
| Program Services | $67,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625 | TotalAmt |
| Management And General | $625 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,668 | TotalAmt |
| Management And General | $3,668 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718 | TotalAmt |
| Management And General | $718 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OTHER EXPENSES | $610 | $610 |
| BANK CHARGES | $60 | $60 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,171 | TotalAmt |
| Program Services | $129,490 | ProgramServicesAmt |
| Management And General | $5,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,437 | BOYAmt |
| EOY | $128,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,827 | BOYAmt |
| EOY | $167,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,903 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,745 | BOYAmt |
| EOY | $523,198 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,000 | BOYAmt |
| EOY | $950,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,912 | BOYAmt |
| EOY | $1,769,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205 | BOYAmt |
| EOY | $205 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,606 | BOYAmt |
| EOY | $190,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,479 | BOYAmt |
| EOY | $87,563 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,290 | BOYAmt |
| EOY | $278,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,622 | BOYAmt |
| EOY | $1,490,830 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,622 | BOYAmt |
| EOY | $1,490,830 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,912 | BOYAmt |
| EOY | $1,769,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $151,493 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$84,285 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $19,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,177 | CurrentTaxYearAmt |
| Total | $379,476 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $260,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,302 | CurrentTaxYearAmt |
| Total | $1,357,151 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $493,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,479 | CurrentTaxYearAmt |
| Total | $1,736,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,736,627 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,174 | CurrentTaxYearMinus1YearAmt |
| Total | $217,061 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,174 | CurrentTaxYearMinus1YearAmt |
| Total | $217,061 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | -$19,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $290 | CurrentTaxYearMinus1YearAmt |
| Total | -$2,916 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $394,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $580,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,479 | CurrentTaxYearAmt |
| Total | $1,950,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89020 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92500 | PublicSupportPY509Pct |
| Investment Income CY | 0.11000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08000 | 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 | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | -2,916 | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $147,440 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $42,062 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $69,992 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,032,338 | BeginningYearBalanceAmt |
| Contributions | $50,250 | ContributionsAmt |
| Investment Earnings Or Losses | $47,668 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,041 | AdministrativeExpensesAmt |
| End Year Balance | $1,080,215 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,032,338 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,708 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $71,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,409 | OtherExpendituresAmt |
| Administrative Expenses | $2,173 | AdministrativeExpensesAmt |
| End Year Balance | $999,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $987,816 | BeginningYearBalanceAmt |
| Contributions | $8,464 | ContributionsAmt |
| Investment Earnings Or Losses | $44,567 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,509 | AdministrativeExpensesAmt |
| End Year Balance | $1,032,338 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $989,583 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,712 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,479 | GrantsOrScholarshipsAmt |
| End Year Balance | $987,816 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $950,000 | ContributionsAmt |
| Investment Earnings Or Losses | $39,583 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $989,583 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| Book Value | $950,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $950,000 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $87,563 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $87,563 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|
| UNIVERSITY ROTARY SERVICE FUND | |||||||
| 1807 E HAMLIN ST | SEATTLE | WA | 98112 | 4 | $7,900 | COMMUNITY SERVICE | |
| EDMONDS SCHOOL DISTRICT NO 15 | |||||||
| 20420 68TH AVE W | LYNNWOOD | WA | 98036 | GOV | $30,000 | EARLY CHILDHOOD ED | 911296816 |
| BOY SCOUT TROOP 61 | |||||||
| 3215 LARCH WAY | LYNNWOOD | WA | 98036 | $8,250 | COMMUNITY SERVICE | ||
| OTHER MISCELLANEOUS | |||||||
| $16,112 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30000 | Total501c3OrgCnt |
| Total Other Org | 16150 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 22 | RecipientCnt |
| Cash Grant | $67,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FOUNDATION MINUTES AND GRANTS COMMITTEE RECORDS. AUDIT COMMITTEE CONDUCTS AN ANNUAL REVIEW OF ACTIVITIES, INCLUDING COLLECTING METRICS ON THE RESULTS OF THE GRANTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | CONTRIBUTIONS TO ORGANIZATIONS IN THE COMMUNITY |
| FORM 990, PAGE 6, PART VI, LINE 6 | ALL MEMBERS OF THE ROTARY CLUB OF LYNNWOOD ARE ALSO MEMBERS OF THE LYNNWOOD ROTARY COMMUNITY FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CHANGES TO ARTICLES, BYLAWS AND ELECTION OF OFFICERS REQUIRE MEMBER APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 11B | CPA PROVIDES COMPLETE FORM 990 AND SCHEDULES TO THE ORGANIZATIONS TREASURER FOR REVIEW WHO REVIEWS THE RETURN WITH THE ORGANIZATIONS BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL REVIEW BY BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | A LINK TO THE ORGANIZATIONS DOCUMENTS IS PROVIDED ON THE ORGANIZATIONS INTERNET WEBSITE, WHICH IS ACCESIBLE BY THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 9 | CHANGE DUE THE ACCRUAL OF CONTRIBUTIONS AT YEAR END. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF LYNNWOOD WASHINGTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19721 SCRIBER LAKE ROAD STE C | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916055948 | EIN |
| Primary Activities | SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |