SANTA ROSA KIWANIS FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA ROSA KIWANIS FOUNDATION (EIN 68-0452486)
- Tax period
- 2023-01-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202422289349201132
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-08-15T14:10:05-07:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maribel Featherstone Enrolled Agent | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1579 | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680452486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Rosa Kiwanis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1204 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William A Deedy | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maribel Featherstone | PreparerPersonNm |
| PTIN | P00329957 | PTIN |
| Phone | 7075290588 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | https://www.kiwanisofsantarosa.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $21,172 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $620 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $20,552 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,096 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,456 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $11,076 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $5,330 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $478 | OtherExpensesTotalAmt |
| Total Expenses | $5,808 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,268 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $46,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,562 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,294 | BOYAmt |
| EOY | $50,262 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,300 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,294 | BOYAmt |
| EOY | $51,562 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,294 | BOYAmt |
| EOY | $51,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Kiwanis International is a global community of clubs, members and partners dedicated to improving the lives of children one community at a time. The Santa Rosa Kiwanis Foundation is committed to serving the children through our efforts to better our community in Sonoma County. Our efforts are directed towards earning funds so that we can assist other community groups directly helping the children to reach their goals. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Community Service is a focus of the Santa Rosa Kiwanis Foundation. We contribute our efforts and funds to organizations that enhance and enrich the lives of children in Sonoma County. We contributed to the Santa Rosa Youth Symphony, Boy Scouts, Girl Scouts, and Cub Packs, Salvation Army activities for families and children. We also actively support elementary schools in our area through volunteer activities aimed at reading skills and sports activity development. | $3,618 | $428 |
| Kiwanis International encourages youth participation through Sponsored Youth Groups providing opportunities for students to learn leadership and community participation. Santa Rosa Foundation provides funds and member support for the Key Club at Santa Rosa High School. Our members oversee meetings and provide transportation and assistance with many of their service projects. | $1,262 | |
| Santa Rosa Foundation provides scholarships to graduating senior students from high schools. In 2023, we supported a student at Santa Rosa High School. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $428 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Robert Isaacs | ||
| President | 5.00 | $0 |
| Douglass Braik | ||
| Secretary | 5.00 | $0 |
| Maribel Featherstone | ||
| Treasurer | 2.00 | $0 |
| David Kronberg | ||
| Vice President | 2.00 | $0 |
| William Deedy | ||
| Treasurer | 2.00 | $0 |
| Diane Anthony | ||
| Director | 2.00 | $0 |
| Toni Holland | ||
| Director | 2.00 | $0 |
| Catherine Adams | ||
| Director | 2.00 | $0 |
| Diane Pierce | ||
| Director | 2.00 | $0 |
| Joy Swick | ||
| Director | 2.00 | $0 |
| Stan Borges | ||
| Director | 2.00 | $0 |
| Mary Tomasi-Dubois | ||
| Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maribel Featherstone | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1579 | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075290588 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $620 | CurrentTaxYearAmt |
| Total | $11,956 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,553 | CurrentTaxYearAmt |
| Total | $88,850 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,173 | CurrentTaxYearAmt |
| Total | $100,806 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,806 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $85 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Total | $120 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $85 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Total | $120 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,173 | CurrentTaxYearAmt |
| Total | $100,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99898 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00119 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | All-Star Soccer Game | Event1Nm |
| Gross Receipts Event1 | $10,981 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,981 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $533 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,102 | OtherDirectExpensesEvent1Amt |
| Event2 | Various Fundraisers | Event2Nm |
| Gross Receipts Event2 | $9,571 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,571 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $800 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,865 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,796 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $20,552 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $20,552 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,333 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,865 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,898 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,096 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,456 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | Community Service Expense $478 |
| Other Assets.1 | Prepaid Deposit - Beginning $0 Prepaid Deposit - Ending $1300 |
| Changes to Organizing or Governing Documents | Change of accounting period calendar year end, December 31 to fiscal year end September 30. |
| Change of Accounting Period | The Santa Rosa Kiwanis Foundation has voted to change its fiscal year end to September 30, starting with January 1, 2023 and ending September 30, 2023. Revenue Procedure 85-88 rules apply. The change was made after discussion to align the Foundation year end with Kiwanis International. Copy of board minutes below. |
| Change of Accounting Period: Minutes of Board Meeting 12-14-23 | Kiwanis Club of Santa Rosa Recap of Board of Directors- Foundation Meeting December 14, 2023 Present: Officers- Dave Kronberg, Toni Holland, Bill Deedy (left at 6:50 pm,) Cathy Adams, Bob Isaacs; Directors- Terri Ehlinger, Matt Berto, Mari Featherstone, Mary Tomasi-Dubois Absent: Joy Swick Call to Order by President Dave Kronberg at 6:25 pm Secretarys Report: The meeting minutes of November 9th were amended to add: $750 was sent to North Bay Kiwanis as a donation made to the Maui Kiwanis Emergency Fund for their fire victim support. The minutes were unanimously approved. Treasurers Report: The balance for the Foundation accounts ending November 2023 were $46,885.95 in unrestricted funds and $4306.74 in restricted funds in the Memorial Scholarship Fund. Total funds in the Foundation accounts are $51,162.69. A. Bill Deedy recommended that $15,000 be removed out of the Foundation Checking Account to be placed in a Certificate of Deposit (CD) account for one year to take advantage of the higher interest yields. It was moved and seconded to have the treasurer investigate CD and local bank options, and transfer $15,000 from the Foundation account into a one year CD. (Motion approved unanimously) Note- The CD account requires two authorized signatories for transactions. The following officers are authorized to sign on the account: David Kronberg, President; Toni Holland, Vice President; Bill Deedy, Treasurer; Catherine Adams, Secretary. B. Change the Foundation to a September 30th year end FY-Oct 1 to Sept 30th to match Administrative FY. Mari Featherstone recommended that the Board of Directors change the Fiscal Year of the Santa Rosa Kiwanis Foundation to match the Fiscal Year of the Kiwanis Administration. Toni moved, Bill seconded to approve the change of the Fiscal Year of the Santa Rosa Kiwanis Foundation to October 1 to September 30th. (Motion approved unanimously) C. Foundation Budget and Project Funding- Treasurer Bill Deedy reviewed the projected income from Public Support donations and Fundraising events. Projected Net Income of various fundraising efforts was reviewed along with expenses from Community Service activities and donations. It was moved and seconded to approve the proposed 2023-2024 Foundation Budget with the amendment to remove Sees Candy Fundraiser and the Silent Auction Fundraiser. (Motion approved unanimously.) Committee Reports: 1.Community Services: Reading is Fundamental Holiday Book distribution was held at Luther Burbank Elementary on December 13th. The Community Service Award was presented to Mary Anna Maloney, Teacher on Special Assignment. Thank you to Dave, Toni, Bob, Doug and Vikki for attending on behalf of Kiwanis of Santa Rosa. Toys for Tots- children gift collection took place at the December 7th General Meeting. Doug took the unwrapped gifts to the Salvation Army drop off. Salvation Army Bell Ringing, held at Safeway on Mendocino on December 2nd, was considered successful. Shout out to Diane A., Bob, Toni, Mari, Cathy A, Dave, Joy, Doug and Kathy F for your time and efforts that day. Dictionary Distribution and Sponsored Youth and Youth Services reports postponed until January Meeting. 2. Fundraisers: Potential Art & Wine Festival with California Artists Toni H and Mary T provided updates regarding communications with Terry Allie, of California Artists, related to his proposal for a Santa Rosa Art & Wine Festival. After discussion, Toni moved, Mary seconded to authorize California Artists to develop a formal agreement contract with information details and obtain at least 60 Art Exhibitors ($250 each) guaranteeing a minimum of $15,000 to the club. (Motion approved unanimously.) Mary will provide the required agreement to the Metro Chamber of Commerce to secure the Santa Rosa Downtown Square for the October 2024 date. Year End Member Appeal- Dave discussed desire to send out a year end donation appeal letter to members of the club. He will draft a letter to members. Meeting Adjourned around 7:10 pm. Minutes of both the Administrative and Foundation meetings Provided by Cathy Adams, Secretary |
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