SANTA ROSA SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SANTA ROSA SUNRISE ROTARY FOUNDATION (EIN 68-0339109)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-30
IRS object ID
202440309349200019
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-01-30T10:16:56-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941354985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINKENHEIMER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1187 CONCOURSE BLVDAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP954030968ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680339109EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA ROSA SUNRISE ROTARYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone7075460272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14953AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA ROBERTSONPersonNm
Person TitlePRESIDENT ELECTPersonTitleTxt
Phone7075778806PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBRAPersonFirstNm
Person LastROBERTSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR JOHN JONESPreparerPersonNm
PTINP00162773PTIN
Phone7075460272PhoneNum
Preparation2023-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$117,749GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,510ContributionsGiftsGrantsEtcAmt
Investment Income$389InvestmentIncomeAmt
Fundraising Gross Income$71,850FundraisingGrossIncomeAmt
Special Events Direct Expenses$11,503SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$60,347SpecialEventsNetIncomeLossAmt
Total Revenue$106,246TotalRevenueAmt
Grants And Similar Amounts Paid$139,719GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,000FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$506OtherExpensesTotalAmt
Total Expenses$142,225TotalExpensesAmt
Excess Or Deficit For Year-$35,979ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$415,276NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$379,297NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$417,776BOYAmt
EOY$379,297EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$417,776BOYAmt
EOY$379,297EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$415,276BOYAmt
EOY$379,297EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE PROGRAMS, SERVICES AND SCHOLARSHIPS TO THE LOCAL, REGIONAL AND INTERNATIONAL COMMUNITIES FOR THOSE IN NEED. ALSO TO PROMOTE HONESTY, INTEGRITY AND COMMUNITY SERVICE AMONG ITS MEMBERS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO PROVIDE FUNDING AND SUPPORT PROJECTS AND ORGANIZATIONS THAT ARE SCIENTIFIC, EDUCATIONAL OR CHARITABLE, AND TO FURTHER THE CHARITABLE GOALS OF THE SANTA ROSA SUNRISE ROTARY CLUB. THE FOUNDATION CONTINUES TO SUPPORT THE CONSTRUCTION OF A SURGICAL CENTER IN SABALOS, NICARAGUA THAT SERVES THE MEDICAL NEEDS OF THOUSANDS OF RESIDENTS IN THE AREA WHO WOULD BE OTHERWISE BE WITHOUT LIFE SAVING MEDICAL CARE. THE ORGANIZATION PURCHASED MEDICAL EQUIPMENT FOR THE SURGICAL CENTER.DescriptionProgramSrvcAccomTxt
Grants And Allocations$139,719GrantsAndAllocationsAmt
Program Service Expenses$139,719ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$139,719TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PENNY MILLAR
TREASURER0.50$0
DOUG SHUREEN
SECRETARY0.10$0
JENNIFER ADAMS
PAST PRESIDE0.10$0
JACK STRANGE
PRESIDENT0.10$0
DEBRA ROBERTSON
PRESIDENT EL0.10$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPENNY MILLARPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14953AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95402ZIPCd
FieldValueIRS element (for citing)
Phone7075460272PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,406CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$765,535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,650CurrentTaxYearMinus1YearAmt
Current Tax Year$45,510CurrentTaxYearAmt
Total$1,078,036TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,406CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$765,535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,650CurrentTaxYearMinus1YearAmt
Current Tax Year$45,510CurrentTaxYearAmt
Total$1,078,036TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,078,036PublicSupportTotal170Amt
Total Support$1,078,036TotalSupportAmt
Gross Receipts Rltd Activities$203,889GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1RAFFLEEvent1Nm
Gross Receipts Event1$83,350GrossReceiptsEvent1Amt
Charitable Contri Event1$11,500CharitableContriEvent1Amt
Gross Revenue Event1$71,850GrossRevenueEvent1Amt
Cash Prizes Event1$10,000CashPrizesEvent1Amt
Other Direct Expenses Event1$1,503OtherDirectExpensesEvent1Amt
Gross Receipts Total$83,350GrossReceiptsTotalAmt
Charitable Contributions Tot$11,500CharitableContributionsTotAmt
Gross Revenue Total Events$71,850GrossRevenueTotalEventsAmt
Cash Prizes Total Events$10,000CashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$1,503OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,503DirectExpenseSummaryEventsAmt
Net Income Summary$60,347NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10NAME: SANTA ROSA SUNRISE ROTARY ADDRESS: PO BOX 19453 SANTA ROSA, CA 95402 CASH CONTRIBUTION: 64,212 NAME: CANINE COMPANIONS ADDRESS: 2965 DUTTON AVE SANTA ROSA, CA 95407 CASH CONTRIBUTION: 23,200 NAME: THE LIVING ROOM ADDRESS: 1207 CLEVELAND AVE SANTA ROSA, CA 95401 CASH CONTRIBUTION: 50,000
FORM 990-EZ, PART I, LINE 16EXPENSES INVESTMENT FEE 481 TAXES 25 TOTAL 506
FORM 990-EZ, PART II, LINE 26TAX WITHHOLDING PAYABLE 2,500 0
FORM 990-EZ, PART IIITO PROVIDE PROGRAMS, SERVICES AND SCHOLARSHIPS TO THE LOCAL, REGIONAL AND INTERNATIONAL COMMUNITIES FOR THOSE IN NEED. ALSO TO PROMOTE HONESTY, INTEGRITY AND COMMUNITY SERVICE AMONG ITS MEMBERS.
FORM 990-EZ, PART III, LINE 28TO PROVIDE FUNDING AND SUPPORT PROJECTS AND ORGANIZATIONS THAT ARE SCIENTIFIC, EDUCATIONAL OR CHARITABLE, AND TO FURTHER THE CHARITABLE GOALS OF THE SANTA ROSA SUNRISE ROTARY CLUB. THE FOUNDATION CONTINUES TO SUPPORT THE CONSTRUCTION OF A SURGICAL CENTER IN SABALOS, NICARAGUA THAT SERVES THE MEDICAL NEEDS OF THOUSANDS OF RESIDENTS IN THE AREA WHO WOULD BE OTHERWISE BE WITHOUT LIFE SAVING MEDICAL CARE. THE ORGANIZATION PURCHASED MEDICAL EQUIPMENT FOR THE SURGICAL CENTER.

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