LONG BEACH ROTARY CHARITABLE FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LONG BEACH ROTARY CHARITABLE FOUNDATION (EIN 33-0480906)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-09
- IRS object ID
- 201520409349200322
- 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 | 2015-02-09T11:47:35-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Guzman & Gray Certified Public Accountants | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 E Pacific Coast Highway Suite | AddressLine1 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 90804 | 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 | 330480906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG BEACH ROTARY CHARITABLE FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY COFIELD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-02-06 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $115,133 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $98,316 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5,115 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $11,702 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $1,477 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $10,225 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $113,656 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $41,483 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $4,693 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $27,604 | OtherExpensesTotalAmt |
| Total Expenses | $73,780 | TotalExpensesAmt |
| Excess Or Deficit For Year | $39,876 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $318,305 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $29,153 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $387,334 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,305 | BOYAmt |
| EOY | $391,305 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,305 | BOYAmt |
| EOY | $391,305 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,971 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,305 | BOYAmt |
| EOY | $387,334 | 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 | $23,040 | $3,262 |
| READ BY NINE PROGRAM PROMOTES READING BY CHILDREN | $38,386 | |
| EDUCATIONAL PROGRAM SUPPORTED OTHER EXEMPT EDUCATIONAL ORGANIZATIONS | $4,100 | |
| OTHER PROGRAM EXPENSES RELATED TO SUPPORT HEALTH, YOUTH SERVICES, EDUCATION AND OTHER PROGRAMS | $1,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,828 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KAY COFIELD | ||
| President | 1.00 | $0 |
| BRIAN RUSSELL | ||
| Vice President | 1.00 | $0 |
| CAM KILLINGSWORTH | ||
| Treasurer | 1.00 | $0 |
| GREG HAESELER | ||
| Secretary | 1.00 | $0 |
| MOLLIE BECK | ||
| MEMBER | 1.00 | $0 |
| JIM HOWE | ||
| MEMBER | 1.00 | $0 |
| GAIL SCHWANDNER | ||
| MEMBER | 1.00 | $0 |
| JANE NETHERTON | ||
| MEMBER | 1.00 | $0 |
| STEVE KUYKENDALL | ||
| MEMBER | 1.00 | $0 |
| MADRID ZIMMERMAN | ||
| Executive Dir. | 20.00 | $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 |
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 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| 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 | $64,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,316 | CurrentTaxYearAmt |
| Total | $435,680 | 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 | $64,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,316 | CurrentTaxYearAmt |
| Total | $435,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,785 | SubstantialContributorsTotAmt |
| Public Support Total170 | $388,895 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,115 | CurrentTaxYearAmt |
| Total | $32,867 | 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 | $20 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90 | CurrentTaxYearMinus1YearAmt |
| Total | $4,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $472,905 | TotalSupportAmt |
| Public Support CY170 | 0.82240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90690 | 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 (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.10 | Class of Activity: GRANTS TO OTHER ORGNZTION | Donee's Name: COMPREHENSIVE CHILD DEVELOPMENT CENTER | Donee's Address: 2545 PACIFIC AVENUE LONG BEACH, CA 90806 | Description of Property: BOOKS | Date of Gift: -20140630 | Method Used to Determine BV: COST | Fair Market Value: $6515 | Method Used to Determine FMV: FMV |
| Grants and Similar Amounts Paid In Excess of $5,000.16 | | Donee's Name: LONG BEACH EDUCATION FOUNDATION | Donee's Address: 1515 HUGHES WAY LONG BEACH, CA 90810 | Cash Amount Given: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.18 | | Donee's Name: LB UNIFIED SCHOOL DISTRICT | Donee's Address: 1515 HUGHES WAY LONG BEACH, CA 90810 | Description of Property: BOOKS | Date of Gift: -20140630 | Method Used to Determine BV: COST | Fair Market Value: $10070 | Method Used to Determine FMV: FMV |
| Grants and Similar Amounts Paid In Excess of $5,000.19 | | Donee's Name: LB UNIFIED SCHOOL DISTRICT | Donee's Address: 1515 HUGHES WAY LONG BEACH, CA 90810 | Cash Amount Given: $9387 |
| Other Expenses.1 | CAMP AND RENTAL FEES $11664 |
| Other Expenses.2 | SUPPLIES $5876 |
| Other Expenses.3 | TRANSPORTATION $4037 |
| Other Expenses.4 | OUTSIDE SERVICE $2900 |
| Other Expenses.5 | FOOD $1560 |
| Other Expenses.6 | BANK FEES $854 |
| Other Expenses.7 | OTHER $498 |
| Other Expenses.8 | FILING FEES AND OTHER $215 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3971 |