ROTARY COOS FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY COOS FOUNDATION INC (EIN 51-0172407)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-28
- IRS object ID
- 202422419349201157
- 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 | 2024-08-28T13:48:59-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562437610 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMW CPAS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 BROADWAY | AddressLine1Txt |
| City | NORTH BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97459 | 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 | 510172407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary Coos Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 5412697929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1375 | AddressLine1Txt |
| City | COOS BAY | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI PROETT | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-08-26 | 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 | Jayson F Wartnik | PreparerPersonNm |
| PTIN | P00606069 | PTIN |
| Phone | 5412699338 | PhoneNum |
| 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 | ** Not Applicable ** | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $103,569 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $103,550 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $19 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $103,569 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $75,820 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $34 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $499 | OtherExpensesTotalAmt |
| Total Expenses | $76,353 | TotalExpensesAmt |
| Excess Or Deficit For Year | $27,216 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $69,519 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,735 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,519 | BOYAmt |
| EOY | $96,735 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,519 | BOYAmt |
| EOY | $96,735 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,519 | BOYAmt |
| EOY | $96,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | This organization is a nonprofit corporation composed of persons having an interest in community betterment, particularly in and about the areas of Coos County, Oregon, and in international betterment, particularly in projects supported through the volunteerism or financial support of Rotary International clubs and their members meeting in Coos County, Oregon. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The Coos Foundation was able to fund specific needs of persons and organizations within the communities on the southern oregon coast. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $103,550 | GrantsAndAllocationsAmt |
| Program Service Expenses | $76,353 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,353 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jon Hanson | ||
| Director | 0 | $0 |
| Amy Bailey | ||
| Secretary | 0 | $0 |
| JAMES C GRAVES | ||
| Director | 0 | $0 |
| Tim Novotny | ||
| Director | 0 | $0 |
| HEIDI PROETT | ||
| Treasurer | 0 | $0 |
| Russell W Clark | ||
| President | 0 | $0 |
| Cheyenne Arbuckle | ||
| Director | 0 | $0 |
| Ariann Lyons | ||
| Director | 0 | $0 |
| Jay Farr | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Bailey | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1375 | AddressLine1Txt |
| City | Coos Bay | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5412525788 | 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 | $72,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,550 | CurrentTaxYearAmt |
| Total | $399,470 | 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) |
|---|---|---|
| Total | $0 | 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 | $72,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,550 | CurrentTaxYearAmt |
| Total | $399,470 | 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 | $399,470 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $5,738 | 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 Minus4 Years | $5,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $5,738 | 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 | $78,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,569 | CurrentTaxYearAmt |
| Total | $405,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98400 | PublicSupportPY509Pct |
| Investment Income CY | 0.01420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01600 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.14 | Class of Activity: Scholarships | Donee's Name: Southwestern Oregon Community College | Donee's Address: 1988 Newmark Ave. Coos Bay OR 97420 | Relationship of Donee: none | Cash Amount Given: $6000 |
| Grants and Similar Amounts Paid In Excess of $5,000.18 | Class of Activity: Food Baskets | Donee's Name: Knights of Columbus | Donee's Address: 357 S 6th Street Coos Bay OR 97420 | Relationship of Donee: none | Cash Amount Given: $6000 |
| Grants and Similar Amounts Paid In Excess of $5,000.24 | | Donee's Name: Waterfall Community Health Center | Donee's Address: 1890 Waite St. #1 North Bend OR 97459 | Relationship of Donee: none | Cash Amount Given: $5279 |
| Grants and Similar Amounts Paid In Excess of $5,000.33 | Class of Activity: Jaws of Life | Donee's Name: Coos Bay Fire Deparment | Donee's Address: 450 Elrod Avenue Coos Bay OR 97420 | Relationship of Donee: none | Cash Amount Given: $10000 |
| Grants and Similar Amounts Paid In Excess of $5,000.35 | Class of Activity: Millicoma Marsh Project | Donee's Name: Coos Bay School District | Donee's Address: 1255 Hemlock Ave. Coos Bay OR 97420 | Relationship of Donee: none | Cash Amount Given: $6000 |
| Grants and Similar Amounts Paid In Excess of $5,000.37 | Class of Activity: Mingus Park Pool | Donee's Name: City of Coos Bay | Donee's Address: 500 Central Avenue Coos Bay OR 97420 | Relationship of Donee: none | Cash Amount Given: $8500 |
| Other Expenses.1 | PO Box Rental $352 |
| Other Expenses.2 | State Fees $147 |
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