ROTARY CLUB OF JACKSON FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF JACKSON FOUNDATION (EIN 91-1925378)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-18
- IRS object ID
- 201243539349200704
- Schema version
- 2011v1.2
- 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 | 2012-12-18T09:41:21-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 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 | 2011-07-01 | 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 | JIM WILMARTH | Name |
| Title | PRESIDENT | Title |
| Phone | 2092963408 | Phone |
| Date Signed | 2012-11-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cathy Castillo | Name |
| Phone | 2092675119 | Phone |
| Date Prepared | 2012-12-18 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 71738 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 4028 | ContributionsGiftsGrantsEtc |
| Investment Income | 1196 | InvestmentIncome |
| Fundraising Gross Income | 66514 | FundraisingGrossIncome |
| Special Events Direct Expenses | 42225 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 24289 | SpecialEventsNetIncomeLoss |
| Total Revenue | 29513 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 585 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 26565 | OtherExpensesTotal |
| Total Expenses | 27150 | TotalExpenses |
| Excess Or Deficit For Year | 2363 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 168098 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 475 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 170936 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119609 | BOY |
| EOY | 126636 | 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 | 50039 | BOY |
| EOY | 47373 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169648 | BOY |
| EOY | 174009 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550 | BOY |
| EOY | 3073 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168098 | BOY |
| EOY | 170936 | 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 7 STUDENT SCHOLARSHIPS | 9500 |
| DONATIONS AWARDS AND PLEDGES TO OTHER COMMUNITY NON PROFITS AND INDIVIDUALS | 10091 |
| COMMUNITY IMPROVEMENT PROJECTS | 3977 |
| Other program services | 2800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 26368 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JIM WILMARTH | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | PRESIDENT | 10 | 0 | 0 | 0 |
| DARCY PORTER | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | PRESIDENT ELECT | 5 | 0 | 0 | 0 |
| BRUCE PLATT | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | SECRETARY | 5 | 0 | 0 | 0 |
| RICHARD CAMPBELL | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | TREASURER | 10 | 0 | 0 | 0 |
| JOHN SULLIVAN | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | PAST PRESIDENT | 5 | 0 | 0 | 0 |
| ERIK CHRISTESON | ||||||||
| PO BOX 1117 | JACKSON | CA | 95642 | FOUNDATION CHAI | 5 | 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 | 19673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8760 | CurrentTaxYear |
| Total | 42395 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8760 | CurrentTaxYear |
| Total | 42395 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 42395 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2592 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1195 | CurrentTaxYear |
| Total | 11057 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 11024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1063 | CurrentTaxYearMinus1Year |
| Total | 12087 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 65539 | TotalSupport |
| Public Support Pertcentage170 | 0.64690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOWL A THON | NameOfEvent1 |
| Gross Receipts Event1 | 15508 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 15508 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 13148 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 2844 | RentFacilityCostsEvent1 |
| Name Of Event2 | DESTR DERBY | NameOfEvent2 |
| Gross Receipts Event2 | 11770 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 11770 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 2080 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 353 | NonCashPrizesEvent2 |
| Other Direct Expenses Event2 | 330 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 39236 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 39236 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 23470 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 66514 | GrossReceiptsTotal |
| Gross Revenue Total Events | 66514 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 15228 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 353 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2844 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 23800 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42225 | DirectExpenseSummaryEvents |
| Net Income Summary | 24289 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Description of other expenses (Part I, line 16) | DESCRIPTION AMOUNT BANK FEES AND CHARGES 152 COMMUNITY PROJECTS COSTS 3977 DONATIONS 10091 FILING FEES 45 STUDENT SCHOLARSHIPS 9500 ROTARY YOUTH EXCHANGE EXPENSE 1225 INTERACT ROTARY YOUTH 1575 |
| 02. Other changes in net assets or fund balances (Part I, line 20) | DESCRIPTION AMOUNT UNREALIZED GAIN FMV OF SECURITIES 151 FUND TRNSFR ROTARY CLUB OF JACKSON 324 |
| 03. Description of other assets (Part II, line 24) | BEGINNING CATEGORY OF YEAR END OF YEAR STUDENT LOANS RECEIVABLE 24725 20005 INTERFUND RECEIVABLE 0 2274 GIURLANI INVESTMENT FUND 7837 6577 STUDENT LOAN INVESTMENT FUND 11915 12539 FOUNDATION INVESTMENT FUND 5562 5978 |
| 04. Description of total liabilities (Part II, line 26) | BEGINNING CATEGORY OF YEAR END OF YEAR INTERFUND PAYABLE 0 2274 PAUL HARRIS FUND PAYABLE 1550 799 |
| 05. Other program services (Part III, line 31) | SUPPORT FOR ROTARY YOUTH EXCHANGE AND ROTARY YOUTH PROGRAMS |