SALINAS STEINBECK ROTARY CLUB FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALINAS STEINBECK ROTARY CLUB FOUNDATION (EIN 20-1753312)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2016-03-01
- IRS object ID
- 201630619349200413
- Schema version
- 2013v4.0
- 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 | 2016-03-01T10:53:44-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770232328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS B FRIZZELL CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1447 | AddressLine1 |
| City | SALINAS | City |
| State | CA | State |
| ZIP Code | 93902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201753312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALINAS STEINBECK ROTARY CLUB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 8312623595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1641 | AddressLine1 |
| City | SALINAS | City |
| State | CA | State |
| ZIP Code | 93902 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MORRIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8312623595 | PhoneNum |
| Signature | 2016-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00735123 | PTIN |
| Phone | 8314243012 | PhoneNum |
| Preparation | 2016-02-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | STEINBECKROTARY.WEEBLY.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $48,954 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,954 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $51 | InvestmentIncomeAmt |
| Fundraising Gross Income | $22,957 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,233 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,724 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $18,992 | OtherRevenueTotalAmt |
| Total Revenue | $38,721 | TotalRevenueAmt |
| Other Expenses Total | $44,032 | OtherExpensesTotalAmt |
| Total Expenses | $44,032 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$5,311 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $93,101 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $87,790 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,101 | BOYAmt |
| EOY | $92,283 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,101 | BOYAmt |
| EOY | $92,283 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,493 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,101 | BOYAmt |
| EOY | $87,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PRIMARY EXEMPT PURPOSE IS TO SUPPLEMENT THE STUDENT OUTREACH AND COMMUNITY ACTIVITIES OF THE SALINAS STEINBECK ROTARY CLUB. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE CLUB'S FOCUS IS ON SUPPORTING YOUTH ACTIVITIES BY SERVING EVERETT ALVAREZ HIGH SCHOOL, SALINAS. THE ACTIVITIES SUPPORTED ARE REPORTED AS "OTHER EXPENSES, YOUTH SERVICES" | $0 | $22,418 |
| THE CLUB PARTICIPATES IN INTERNATIONAL SERVICE THROUGH VARIOUS ACTIVITIES EACH YEAR, INCLUDING SPONSORING BOTH INCOMING AND OUTGOING HIGH SCHOOL FOREIGN EXCHANGE STUDENTS. THESE ACTIVITIES ARE REPORTED UNDER "OTHER EXPENSES, INTERNATIONAL SERVICES". | $0 | $9,388 |
| THE CLUB PARTICIPATES IN COMMUNITY SERVICE THROUGH COOPERATIVE ACTIVITIES AND PROJECTS WITH THE CITY, COUNTY OR OTHER SPONSORING AGENCIES WITHIN THE AREA. | $0 | $8,459 |
| THE CLUB PARTICIPATES IN INTERNATIONAL DEVELOPMENT PROJECTS WITH OTHER LOCAL AND FOREIGN ROTARY CLUBS TO PROVIDE FOR SOME OF THE NEEDS OF UNDERSERVED COMMUNITIES ABROAD. | $0 | $1,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,585 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ROBERT MCDOWELL | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANNE OLSEN | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| SUSAN MORRIS | ||||
| TREASURER | 1.00 | $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 | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MORRIS TREASURER | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1641 | AddressLine1 |
| City | SALINAS | City |
| State | CA | State |
| ZIP Code | 93902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8312623595 | 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 | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,954 | CurrentTaxYearAmt |
| Total | $71,345 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,897 | CurrentTaxYearAmt |
| Total | $191,513 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,851 | CurrentTaxYearAmt |
| Total | $262,858 | 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 | $262,858 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52 | CurrentTaxYearAmt |
| Total | $781 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52 | CurrentTaxYearAmt |
| Total | $781 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,903 | CurrentTaxYearAmt |
| Total | $263,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99700 | PublicSupportPY509Pct |
| Investment Income CY | 0.00300 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00300 | 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 |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL SILENT AUCTION PARTY | NameOfEvent1Amt |
| Gross Receipts Event1 | $28,457 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,957 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,560 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,500 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $2,243 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $930 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $28,457 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,957 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,560 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,500 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $2,243 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $930 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,233 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,724 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 51. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MEMBER ACTIVITIES EARNINGS. AMOUNT: 18,992. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: YOUTH SERVICE. AMOUNT: 22,418. DESCRIPTION: INTERNATIONAL YOUTH SERVICE - YOUTH EXCHANGE. AMOUNT: 9,388. DESCRIPTION: INTERNATIONAL SERVICE. AMOUNT: 1,320. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 8,459. DESCRIPTION: OTHER DISBURSEMENTS. AMOUNT: 2,447. TOTAL TO FORM 990-EZ, LINE 16: 44,032. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,493. |
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 |