WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202401369349204240
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)
Return2024-05-15T09:18:48-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN932655820PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Montgomery & Associates Cpas IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 Court StreetAddressLine1Txt
CityWoodlandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95695ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680438353EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOODLAND SUNRISE ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8155AddressLine1Txt
CityWOODLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95776ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN JEPSENPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLYNNPersonFirstNm
Person LastJEPSENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$85,290GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,689ContributionsGiftsGrantsEtcAmt
Investment Income$9,752InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$61,849FundraisingGrossIncomeAmt
Special Events Direct Expenses$28,750SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$33,099SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$56,540TotalRevenueAmt
Grants And Similar Amounts Paid$54,089GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,013FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$202OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$15PrintingPublicationsPostageAmt
Other Expenses Total$3,059OtherExpensesTotalAmt
Total Expenses$58,378TotalExpensesAmt
Excess Or Deficit For Year-$1,838ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$254,942NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$253,104NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$254,942BOYAmt
EOY$253,104EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$254,942BOYAmt
EOY$253,104EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$254,942BOYAmt
EOY$253,104EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeWOODLAND SUNRISE ROTARY FOUNDATION IS FORMED TO IMPROVE THE HEALTH, EDUCATION AND GENERAL WELFARE OF CHILDREN AND YOUNG ADULTS IN WOODLAND CALIFORNIA AND THE SURROUNDING AREA.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION HOLDS AN ANNUAL FUND RAISER IN OCTOBER OF EACH YEAR. THE SOLE PURPOSE OF THE FUND RAISER IS TO PROVIDE FUNDS THAT ARE USED TO FUND GRANT REQUESTS RECEIVED THROUGHOUT THE YEAR. GRANTS ARE GIVEN TO ORGANIZATIONS THAT SERVE YOUTH AND THE UNDER PRIVILEGED IN THE LOCAL AREA.DescriptionProgramSrvcAccomTxt
Grants And Allocations$54,089GrantsAndAllocationsAmt
Program Service Expenses$4,289ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$4,289TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT HULBERT
President1.00$0
LARRY PETERSON
Vice President1.00$0
LYNN JEPSEN
Treasurer2.00$0
CAROL SOUZA COLE
Secretary1.00$0
ROBYN DRIVON
Director2.00$0
DON SHARP
Director1.00$0
JOY SAKAI
Director1.00$0
JOHN MARTIN
Director1.00$0
RAMON URBANO
Director1.00$0
WAYNE GINSBURG
Director1.00$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
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLYNN JEPSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8155AddressLine1Txt
CityWOODLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP957768155ZIPCd
FieldValueIRS element (for citing)
Phone5306696308PhoneNum
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,486CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,626CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,644CurrentTaxYearMinus1YearAmt
Current Tax Year$13,689CurrentTaxYearAmt
Total$90,539TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,625CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,315CurrentTaxYearMinus1YearAmt
Current Tax Year$61,849CurrentTaxYearAmt
Total$223,373TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,553CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,959CurrentTaxYearMinus1YearAmt
Current Tax Year$75,538CurrentTaxYearAmt
Total$313,912TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$313,912PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$948CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90CurrentTaxYearMinus1YearAmt
Current Tax Year$9,752CurrentTaxYearAmt
Total$15,664TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$948CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90CurrentTaxYearMinus1YearAmt
Current Tax Year$9,752CurrentTaxYearAmt
Total$15,664TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,701CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,049CurrentTaxYearMinus1YearAmt
Current Tax Year$85,290CurrentTaxYearAmt
Total$329,576TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95250PublicSupportCY509Pct
Public Support PY5090.97800PublicSupportPY509Pct
Investment Income CY0.04750InvestmentIncomeCYPct
Investment Income PY0.02200InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SALMON BBQ FUNDRAISEREvent1Nm
Gross Receipts Event1$56,951GrossReceiptsEvent1Amt
Charitable Contri Event1$1,000CharitableContriEvent1Amt
Gross Revenue Event1$55,951GrossRevenueEvent1Amt
Cash Prizes Event1$3,500CashPrizesEvent1Amt
Non Cash Prizes Event1$1,785NonCashPrizesEvent1Amt
Rent Facility Costs Event1$2,196RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,678FoodAndBeverageEvent1Amt
Entertainment Event1$1,125EntertainmentEvent1Amt
Other Direct Expenses Event1$3,568OtherDirectExpensesEvent1Amt
Event2FLY IN & CAR SHOWEvent2Nm
Gross Receipts Event2$5,898GrossReceiptsEvent2Amt
Gross Revenue Event2$5,898GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,405RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,875FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$618OtherDirectExpensesEvent2Amt
Gross Receipts Total$62,849GrossReceiptsTotalAmt
Charitable Contributions Tot$1,000CharitableContributionsTotAmt
Gross Revenue Total Events$61,849GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,785NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,601RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$14,553FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,125EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,186OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,750DirectExpenseSummaryEventsAmt
Net Income Summary$33,099NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.18Class of Activity: SCHOLARSHIP/WORKSHOPS | Donee's Name: WOODLAND HIGH SCHOOL MUSIC BOOSTERS | Donee's Address: P.O. BOX 417 WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $5500
Grants and Similar Amounts Paid In Excess of $5,000.51Class of Activity: CASH | Donee's Name: 12 GRANTS UNDER $5,000 | Donee's Address: PO BOX 8155 WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $20012
Grants and Similar Amounts Paid In Excess of $5,000.57Class of Activity: ANTIQUE SIGNAL EQUIPMENT | Donee's Name: WOODLAND TRAIN DEPOT | Donee's Address: 1120 LINCOLN AVE WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $12572
Grants and Similar Amounts Paid In Excess of $5,000.58Class of Activity: VIEWING PLATFORM MATERIAL | Donee's Name: WOODLAND REGIONAL PARK PRESERVE | Donee's Address: COUNTY ROAD 25A WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.59Class of Activity: BOOKS/DOLLY PARTON LIBRAR | Donee's Name: UNITED WAY CAPITAL REGION | Donee's Address: 10389 OLD PLACERVILLE RD SACRAMENTO CA 95827 | Relationship of Donee: NONE | Cash Amount Given: $6005
Other Expenses.1002Office Expenses $75
Other Expenses.1003Information Technology $70
Other Expenses.1012Insurance $1392
Other Expenses.1BANK CHARGES $1231
Other Expenses.2WEBSITE MAINTENANCE $216
Other Expenses.3RAFFLE REGISTRATION FEE $30
Other Expenses.4CA CHARITABLE REGISTRY FEE $25
Other Expenses.5SECRETARY OF STATE FEE $20

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