ROTARY CLUB OF JACKSON FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF JACKSON FOUNDATION (EIN 91-1925378)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201303179349202280
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-13T13:42:26-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421650532 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathy Castillo CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1355 460 Sutter Hill Rd | AddressLine1 |
| City | Sutter Creek | City |
| State | CA | State |
| ZIP Code | 95685 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911925378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary Club of Jackson Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1 |
| City | JACKSON | City |
| State | CA | State |
| ZIP Code | 95642 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARCY PORTER | Name |
| Title | PRESIDENT | Title |
| Phone | 2092963408 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cathy Castillo | Name |
| PTIN | P00481208 | PTIN |
| Phone | 2092675119 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 55206 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 6347 | ContributionsGiftsGrantsEtc |
| Investment Income | 961 | InvestmentIncome |
| Fundraising Gross Income | 47898 | FundraisingGrossIncome |
| Special Events Direct Expenses | 25522 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 22376 | SpecialEventsNetIncomeLoss |
| Total Revenue | 29684 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 600 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 26989 | OtherExpensesTotal |
| Total Expenses | 27589 | TotalExpenses |
| Excess Or Deficit For Year | 2095 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 170936 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 1602 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 174633 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126636 | BOY |
| EOY | 132902 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47373 | BOY |
| EOY | 44754 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174009 | BOY |
| EOY | 177656 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3073 | BOY |
| EOY | 3023 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170936 | BOY |
| EOY | 174633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | CHARITABLE AND PAUL HARRIS FUND SUPPORT | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| AWARDED 6 STUDENT SCHOLARSHIPS | 7500 |
| DONATIONS AWARDS AND PLEDGES TO OTHER COMMUNITY NON PROFITS AND INDIVIDUALS | 18202 |
| COMMUNITY IMPROVEMENT PROJECTS VISTA POINT PROJECT IN JACKSON CALIFORNIA | 553 |
| Other program services | 694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 26949 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| DARCY PORTER | ||||
| PRESIDENT | 10.00 | 0 | 0 | 0 |
| MARV HAMPTON | ||||
| PRESIDENT ELECT | 5.00 | 0 | 0 | 0 |
| SHAWNNA MOLINA | ||||
| SECRETARY | 5.00 | 0 | 0 | 0 |
| RICHARD CAMPBELL | ||||
| TREASURER | 10.00 | 0 | 0 | 0 |
| JIM WILMARTH | ||||
| PAST PRESIDENT | 5.00 | 0 | 0 | 0 |
| JOHN BREE | ||||
| FOUNDATION CHAIRMAN | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD CAMPBELL | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1117 | AddressLine1 |
| City | JACKSON | City |
| State | CA | State |
| ZIP Code | 95642 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2092963408 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6347 | CurrentTaxYear |
| Total | 29069 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6347 | CurrentTaxYear |
| Total | 29069 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 29069 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1645 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 961 | CurrentTaxYear |
| Total | 11984 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 11024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1063 | CurrentTaxYearMinus2Years |
| Current Tax Year | 9691 | CurrentTaxYear |
| Total | 21778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 62831 | TotalSupport |
| Public Support Pertcentage170 | 0.46270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64690 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOWL A THON | NameOfEvent1 |
| Gross Receipts Event1 | 11493 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 11493 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 9232 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 1627 | RentFacilityCostsEvent1 |
| Name Of Event2 | DESTR DERBY | NameOfEvent2 |
| Gross Receipts Event2 | 12245 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12245 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3098 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24160 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 24160 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 500 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 25890 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 47898 | GrossReceiptsTotal |
| Gross Revenue Total Events | 47898 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 9232 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2127 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 28988 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40347 | DirectExpenseSummaryEvents |
| Net Income Summary | 7551 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Description of other expenses Part I line 16 | Description Amount BANK FEES AND CHARGES 5 COMMUNITY PROJECT COSTS 553 DONATIONS TO OTHER NON PROFITS 18,202 FILING FEES 35 STUDENT SCHOLARSHIPS 7,500 ROTARY YOUTH EXCHANGE EXPENSE 195 INTERACT ROTARY YOUTH 499 |
| O02 | Other changes in net assets or fund balances Part I line 20 | Description Amount UNREALIZED GAIN FMV OF SECURITIES 1,602 |
| O03 | Description of other assets Part II line 24 | Category Beginning of Year End of Year STUDENT LOANS RECEIVABLE 20,005 15,280 INTERFUND RECEIVABLE 2,274 949 GIURLANI INVESTMENT FUND 6,577 7,013 STUDENT LOAN INVESTMENT FUND 12,539 12,800 FOUNDATION INVESTMENT FUND 5,978 8,712 |
| O04 | Description of total liabilities Part II line 26 | Category Beginning of Year End of Year INTERFUND PAYABLE 2,274 949 PAUL HARRIS FUND PAYABLE 799 2,074 |
| O05 | Other program services Part III line 31 | SUPPORT FOR ROTARY YOUTH EXCHANGE AND ROTARY YOUTH PROGRAMS |