BURLINGTON ROTARY FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BURLINGTON ROTARY FOUNDATION (EIN 20-0475187)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-29
- IRS object ID
- 201443029349200514
- Schema version
- 2013v3.1
- 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 | 2014-10-29T09:59:29-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200475187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURLINGTON ROTARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURL | BusinessNameControlTxt |
| Phone | 3607561010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1 |
| City | BURLINGTON | City |
| State | WA | State |
| ZIP Code | 98233 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATSY MARTIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-10-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $146,059 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $84,497 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $104 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $61,458 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $84,337 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$22,879 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $61,722 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $18,480 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $29,911 | OtherExpensesTotalAmt |
| Total Expenses | $48,391 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,331 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $78,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,653 | BOYAmt |
| EOY | $91,339 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700 | BOYAmt |
| EOY | $1,845 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,353 | BOYAmt |
| EOY | $93,184 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,500 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,353 | BOYAmt |
| EOY | $91,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO SUPPORT CHARITABLE ENTITIES, ORGANIZATIONS AND ACTIVITIES WITHIN SKAGIT COUNTY THAT BENEFIT AND IMPROVE THE WELFARE OF THE SKAGIT COUNTY AREA IN WASHINGTON STATE. IN ADDITION, THE ORGANIZATION WILL SUPPORT, ON AN INTERNATIONAL LEVEL, ACTIVITIES WITH THE SAME GOALS IN VARIOUS PLACES ACROSS THE GLOBE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| CIVIC DONATIONS - COMMUNITY SUPPORT OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS AND INDIVIDUALS IN THEIR EFFORTS TO IMPROVE HEALTH, HUNGER, YOUTH SERVICES AND HUMANITARIAN EFFORTS IN THE COMMUNITY. | $6,480 |
| MAJOR PROJECT - EACH YEAR THE FOUNDATION WILL ADOPT ONE OR MORE COMMUNITY OR INTERNATIONAL PROJECTS THAT IT WILL SUPPORT THROUGH CASH DONATIONS. THE PROJECT IS ORGANIZED AND OVERSEEN BY THE BURLINGTON ROTARY CLUB. THE CURRENT YEAR PROJECT WAS TO ASSIST IN BUILDING A PUBLIC RESTROOM IN DOWNTOWN BURLINGTON. | |
| SCHOLARSHIPS - EACH YEAR THE FOUNDATION FUNDS SCHOLARSHIPS FOR LOCAL YOUTH GRADUATING FROM BURLINGTON-EDISON HIGHSCHOOL.THIS PROMOTES EDUCATION FOR THE YOUTH OF OUR COMMUNITY. | $12,000 |
| DICTIONARY PROJECT - DICTIONARIES WERE DELIVERED TO EVERY THIRD-GRADER IN THE BURLINGTON-EDISON SCHOOL DISTRICT. THE DICTIONARIES ARE TO PROMOTE LITERACY IN THE LOCAL COMMUNITY. | $3,262 |
| YOUTH ENGAGED IN SERVICE - AN INTERNATIONAL SERVICE PROGRAM FOR YOUTH THAT ARE IN THEIR ELEVENTH YEAR IN SCHOOL. SELECTED STUDENTS MUST COMMIT TO 80 HOURS OF COMMUNITY SERVICE DURING THE YEAR, ATTEND MONTHLY LEADERSHIP MEETINGS, PLAN THEIR INTERNATIONAL SERVICE PROJECT AND BE ABLE TO PRESENT THE PROJECT IN SPANISH. AT THE END OF THE YEAR, STUDENTS TRAVEL ON AN INTERNATIONAL HUMANITARIAN PROJECT. THE PROGRAM IS DESIGNED TO PROMOTE SERVICE AS A WORTHY ENDEAVOR AMONG LOCAL YOUTHS. | $26,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,351 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| APRIL AXTHELM | ||
| PAST PRESIDENT | 0 | $0 |
| JOHN TUTTLE | ||
| Director | 0 | $0 |
| PETER RASCO | ||
| Vice President | 0 | $0 |
| MAGGIE BUCKHOLZ | ||
| Secretary | 0 | $0 |
| JEFF RASAR | ||
| Director | 0 | $0 |
| PAUL BERGMAN | ||
| Director | 0 | $0 |
| JERRY ELLIS | ||
| Director | 0 | $0 |
| DON POWER | ||
| Director | 0 | $0 |
| DARRELL HOOPER | ||
| President | 0 | $0 |
| KAREN ZUIDEMA | ||
| Treasurer | 0 | $0 |
| ERIC DYKTRA | ||
| Director | 0 | $0 |
| PATSY MARTIN | ||
| PRESIDENT ELECT | 0 | $0 |
| MIKE EUBANKS | ||
| Director | 0 | $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 | BERNADETTE HALLIDAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1 |
| City | BURLINGTON | City |
| State | WA | State |
| ZIP Code | 982330185 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3607561010 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,496 | CurrentTaxYearAmt |
| Total | $422,123 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,537 | CurrentTaxYearAmt |
| Total | $396,116 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,033 | CurrentTaxYearAmt |
| Total | $818,239 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $818,239 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141 | CurrentTaxYearAmt |
| Total | $2,074 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141 | CurrentTaxYearAmt |
| Total | $2,074 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,174 | CurrentTaxYearAmt |
| Total | $820,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $124,007 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,548 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,459 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,725 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $70,883 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | YES FUNDRAISING | NameOfEvent2Amt |
| Gross Receipts Event2 | $12,988 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,989 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,999 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,729 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $136,995 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $75,537 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,458 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,725 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,612 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,337 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,879 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: SCHOLASTIC | Donee's Name: SCHOLARSHIPS | Donee's Address: VARIOUS BURLINGTON, WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $12000 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: CIVIC DONATIONS | Donee's Address: VARIOUS BURLINGTON, WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $6480 |
| Other Expenses.1002 | Office Expenses $40 |
| Other Expenses.1 | Y.E.S. PROGRAM $26609 |
| Other Expenses.2 | DICTIONARIES $3262 |
| Other Assets.1005 | Accounts Receivable - Beginning $2700 Accounts Receivable - Ending $1845 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1500 |