FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND (EIN 91-1058004)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-10-03
IRS object ID
202442789349200229
Schema version
2023v5.0
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)
Return2024-10-03T17:38:17-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911313035PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN SCHERZO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 HOLLY LNAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911058004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE ROTARY CLUB OFBusinessNameLine1Txt
Business Name Line2MERCER ISLANDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone2069157305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID THOMPSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2069157305PhoneNum
Signature2024-10-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SCHERZOPreparerPersonNm
PTINP00064621PTIN
Phone2062362346PhoneNum
Preparation2024-10-03PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMIROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$32,867GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$10,958ContributionsGiftsGrantsEtcAmt
Investment Income$6,460InvestmentIncomeAmt
Other Revenue Total$15,449OtherRevenueTotalAmt
Total Revenue$32,867TotalRevenueAmt
Grants And Similar Amounts Paid$13,431GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$1,763OccupancyRentUtltsAndMaintAmt
Other Expenses Total$8,780OtherExpensesTotalAmt
Total Expenses$23,974TotalExpensesAmt
Excess Or Deficit For Year$8,893ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$127,164NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$136,057NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$167,441BOYAmt
EOY$178,265EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$167,441BOYAmt
EOY$178,265EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,277BOYAmt
EOY$42,208EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$127,164BOYAmt
EOY$136,057EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeRAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
RAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONS
ROTARY INERNATIONAL PAUL HARRIS FUND RESTRICTED
MEMBERS OTHER UNRESTICTED DONATIONS$13,431Yes (X)$20,999
FieldValueIRS element (for citing)
Total Program Service Expenses$20,999TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WALTER BOOS
PRESIDENT10.00$0
STUART SCARFF
SECRETARY4.00$0
DAVID THOMPSON
TREASURER5.00$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
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID THOMPSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Phone2069157305PhoneNum
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$87,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,193CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,321CurrentTaxYearMinus1YearAmt
Current Tax Year$10,958CurrentTaxYearAmt
Total$222,611TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,193CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,321CurrentTaxYearMinus1YearAmt
Current Tax Year$10,958CurrentTaxYearAmt
Total$222,611TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$222,611PublicSupportTotal170Amt
Total Support$222,611TotalSupportAmt
Gross Receipts Rltd Activities$156,654GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1700.99770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 814,950 499 TOTAL 15,449
FORM 990-EZ, PART I, LINE 10NAME: ROTARY INT'L PAUL HARRIS ADDRESS: 14255 COLLECTION CENTER DRIVE CHICAGO, IL 60693 CASH CONTRIBUTION: 8,431
FORM 990-EZ, PART I, LINE 16EXPENSES BANK CHARGES 30 SUPPLIES 1,074 ROTARY YOUTH LEADERSHIP 1,320 PAYPAL FEES 28 SCHOLARSHIP 5,000 FUND RAISING EXPENSE 1,248 FILING FEES 80 TOTAL 8,780
FORM 990-EZ, PART II, LINE 26GRANTS PAYABLE 40,277 42,208
FORM 990-EZ, PART III, LINE 31MEMBERS OTHER UNRESTICTED DONATIONS

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