BURLINGTON ROTARY FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BURLINGTON ROTARY FOUNDATION (EIN 20-0475187)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349203599
- Schema version
- 2011v1.5
- 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 | 2013-05-15T15:33:54-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200475187 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURLINGTON ROTARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURL | NameControl |
| Phone | 3607561010 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | APRIL AXTHELM | Name |
| Title | President | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 166473 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 82215 | ContributionsGiftsGrantsEtc |
| Investment Income | 270 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 83988 | FundraisingGrossIncome |
| Special Events Direct Expenses | 68123 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 15865 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 98350 | TotalRevenue |
| Grants And Similar Amounts Paid | 74735 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 44419 | OtherExpensesTotal |
| Total Expenses | 119154 | TotalExpenses |
| Excess Or Deficit For Year | -20804 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 103077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82273 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101646 | BOY |
| EOY | 82273 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1431 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103077 | BOY |
| EOY | 82273 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103077 | BOY |
| EOY | 82273 | EOY |
| 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (7 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| ROTARY INTERNATIONAL FOUNDATION - GROUP STUDY EXCHANGE - FUNDS PROVIDED TO THE ROTARY FOUNDATION TO SPONSOR GROUP EXCHANGES TO PROMOTE PEACE AND UNDERSTANDING BETWEEN PARTICIPATING COUNTRIES. | 3075 |
| 9/11 REMEMBERED IS AN EVENT THAT WILL HAPPEN ON THE 10TH ANNIVERSARY OF THE 9/11 TERRORIST ATTACKS. THE EVENT WAS ORGANIZED TO PROMOTE PEACE AND UNDERSTANDING IN OUR LOCAL AND WORLD COMMUNITIES. SCHOLARSHIPS WERE GIVEN TO SKAGIT VALLEY COLLEGE FIRST RESPONDERS PROGRAM AND TO ROTARY INTERNATIONAL FOUNDATION PEACE FELLOWSHIP PROGRAM. | 43500 |
| YOUTH EXPERIENCING 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. | 39546 |
| 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. | 2938 |
| SCHOLARSHIPS - EACH YEAR THE FOUNDATION FUNDS SCHOLARSHIPS FOR LOCAL YOUTH GRADUATING FROM BURLINGTON-EDISON HIGHSCHOOL.THIS PROMOTES EDUCATION FOR THE YOUTH OF OUR COMMUNITY. | 16500 |
| 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 PROJECTS WERE TO ASSIST WITH THE COSTS TO HELP A HOMELESS MAN, SPONSOR A GSE TEAM MEMBER AND DONATE TO THE SHELTER BOX DISASTER RELIEF PROGRAM. | 1605 |
| 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. | 11660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 118824 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BERNADETTE HALLIDAY | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| PATSY MARTIN | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| PETER RASCO | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| BILL TOOMEY | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | President | 0 | 0 |
| DARRELL HOOPER | ||||||
| POBOX 185 | BURLINGTON | WA | 98233 | Vice President | 0 | 0 |
| DON POWER | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| ROB MARTIN | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| MARTY LEHR | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| JEFF RASAR | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | PAST PRESIDENT | 0 | 0 |
| JAN JONES | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Secretary | 0 | 0 |
| BEV HARRINGTON | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Treasurer | 0 | 0 |
| JOHN STEWART | ||||||
| PO BOX 185 | BURLINGTON | WA | 98233 | Director | 0 | 0 |
| APRIL AXTHELM | ||||||
| PO BOX 185 | BU | WA | 98233 | PRESIDENT ELECT | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| 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 |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BERNADETTE HALLIDAY | NamePerson |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 3607561010 | 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 |
| Form720 Filed | false | Form720Filed |
| 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 |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82215 | CurrentTaxYear |
| Total | 245532 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83988 | CurrentTaxYear |
| Total | 432704 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 135057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130602 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166203 | CurrentTaxYear |
| Total | 678236 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 678236 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2569 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 883 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 270 | CurrentTaxYear |
| Total | 5179 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2569 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 883 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 270 | CurrentTaxYear |
| Total | 5179 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 137626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102314 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166473 | CurrentTaxYear |
| Total | 683415 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99240 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99120 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00760 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00880 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 86284 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 75534 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 41119 | OtherDirectExpensesEvent1 |
| Name Of Event2 | 911 REMEMBERED | NameOfEvent2 |
| Gross Receipts Event2 | 41874 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 41874 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 25153 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 34545 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 26091 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 8454 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 1851 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 162703 | GrossReceiptsTotal |
| Charitable Contributions Total | 78715 | CharitableContributionsTotal |
| Gross Revenue Total Events | 83988 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 68123 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 68123 | DirectExpenseSummaryEvents |
| Net Income Summary | 15865 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 24.3 | Other Assets.3 | DISTRICT GSE REIMBURSEMENT - Beginning $1431 DISTRICT GSE REIMBURSEMENT - Ending $0 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | SUPPLIES $80 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | INSURANCE $250 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | GSE $500 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | MAJOR PROJECT $1105 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | DICTIONARIES $2938 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Y.E.S. PROGRAM $39546 |
| Form 990-EZ, Part I, Line 10.5 | Grants and Similar Amounts Paid In Excess of $5,000.5 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: CIVIC DONATIONS | Donee's Address: VARIOUS BURLINGTON, WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $11660 |
| Form 990-EZ, Part I, Line 10.4 | Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: SCHOLASTIC | Donee's Name: SCHOLARSHIPS | Donee's Address: VARIOUS BURLINGTON, WA 98233 | Relationship of Donee: NONE | Cash Amount Given: $16500 |
| Form 990-EZ, Part I, Line 10.2 | Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: ROTARY INTL FOUNDATION | Donee's Address: 1560 SHERMAN AVENUE EVANSTON, IL 60202 | Relationship of Donee: AFFILIATE | Cash Amount Given: $37250 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: EXEMPT ORGANIZATION | Donee's Name: SKAGIT VALLEY COLLEGE | Donee's Address: 2405 E. COLLEGE WAY MOUNT VERNON, WA 98273 | Relationship of Donee: NONE | Cash Amount Given: $6250 |