WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202501349349205485
Schema version
2023v6.0
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)
Return2025-05-14T13:52:51-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN504741229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1John M Martin CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133521 Wildwing DriveAddressLine1Txt
CityWoodlandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95695ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5309083911PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$86,339GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,304ContributionsGiftsGrantsEtcAmt
Investment Income$13,285InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$59,750FundraisingGrossIncomeAmt
Special Events Direct Expenses$24,330SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$35,420SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$62,009TotalRevenueAmt
Grants And Similar Amounts Paid$33,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$836FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$216OccupancyRentUtltsAndMaintAmt
Other Expenses Total$3,004OtherExpensesTotalAmt
Total Expenses$37,056TotalExpensesAmt
Excess Or Deficit For Year$24,953ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$253,104NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$278,057NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$253,104BOYAmt
EOY$278,057EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$253,104BOYAmt
EOY$278,057EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$253,104BOYAmt
EOY$278,057EOYAmt
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$33,000GrantsAndAllocationsAmt
Program Service Expenses$4,056ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$4,056TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LARRY PETERSON
President1.00$0
WAYNE GINSBURG
Vice President1.00$0
LYNN JEPSEN
Treasurer2.00$0
CAROL SOUZA COLE
Secretary1.00$0
ROBYN DRIVON
Director2.00$0
TOM WENDT
Director1.00$0
JOY SAKAI
Director1.00$0
JOHN MARTIN
Director1.00$0
RAMON URBANO
Director1.00$0
SUE WESTWOOD
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$14,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,626CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,689CurrentTaxYearMinus1YearAmt
Current Tax Year$13,304CurrentTaxYearAmt
Total$79,357TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,625CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,849CurrentTaxYearMinus1YearAmt
Current Tax Year$59,750CurrentTaxYearAmt
Total$217,998TotalAmt

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$68,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,538CurrentTaxYearMinus1YearAmt
Current Tax Year$73,054CurrentTaxYearAmt
Total$297,355TotalAmt

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$297,355PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,148CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,752CurrentTaxYearMinus1YearAmt
Current Tax Year$13,285CurrentTaxYearAmt
Total$27,223TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,148CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,752CurrentTaxYearMinus1YearAmt
Current Tax Year$13,285CurrentTaxYearAmt
Total$27,223TotalAmt

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$71,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,290CurrentTaxYearMinus1YearAmt
Current Tax Year$86,339CurrentTaxYearAmt
Total$324,578TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91610PublicSupportCY509Pct
Public Support PY5090.95250PublicSupportPY509Pct
Investment Income CY0.08390InvestmentIncomeCYPct
Investment Income PY0.04750InvestmentIncomePYPct
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$61,035GrossReceiptsEvent1Amt
Charitable Contri Event1$1,285CharitableContriEvent1Amt
Gross Revenue Event1$59,750GrossRevenueEvent1Amt
Cash Prizes Event1$500CashPrizesEvent1Amt
Non Cash Prizes Event1$4,086NonCashPrizesEvent1Amt
Rent Facility Costs Event1$2,935RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,412FoodAndBeverageEvent1Amt
Entertainment Event1$190EntertainmentEvent1Amt
Other Direct Expenses Event1$6,207OtherDirectExpensesEvent1Amt
Gross Receipts Total$61,035GrossReceiptsTotalAmt
Charitable Contributions Tot$1,285CharitableContributionsTotAmt
Gross Revenue Total Events$59,750GrossRevenueTotalEventsAmt
Cash Prizes Total Events$500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$4,086NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,935RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,412FoodAndBeverageTotalEventsAmt
Entertainment Total Events$190EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$6,207OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,330DirectExpenseSummaryEventsAmt
Net Income Summary$35,420NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.4Class of Activity: Books for Bookmobile | Donee's Name: WOODLAND PUBLIC LIBRARY | Donee's Address: 250 1ST STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $7500
Grants and Similar Amounts Paid In Excess of $5,000.15Class of Activity: Laser Cutter for Robotics | Donee's Name: WOODLAND SCHOOLS FOUNDATION | Donee's Address: PM Box 104, 1296 Gibson Road WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.24Class of Activity: Building Improvements | Donee's Name: YOLO COUNTY HISTORICAL SOCIETY | Donee's Address: P.O. Box 1447 WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $7500
Other Expenses.1002Office Expenses $75
Other Expenses.1003Information Technology $70
Other Expenses.1012Insurance $1338
Other Expenses.1BANK CHARGES $1255
Other Expenses.2WEBSITE MAINTENANCE $216
Other Expenses.3CA CHARITABLE REGISTRY FEE $50

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