BURNSVILLE ROTARY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BURNSVILLE ROTARY FOUNDATION (EIN 41-1707122)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-17
IRS object ID
202300489349301650
Schema version
2021v4.0
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)
Return2023-02-17T14:13:56-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411652701PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENESTVEDT & CHRISTENSEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 HIGHWAY 13 W STE 200AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP553372549ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411707122EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURNSVILLE ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1346AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN BRAKKEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6512093827PhoneNum
Signature2023-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastBRAKKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM DECKNATEL CPAPreparerPersonNm
PTINP03042884PTIN
Phone9528947880PhoneNum
Preparation2023-01-18PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPEGGY HICKSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1346AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$121,203GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionFUNDING FOR LOCAL, NATIONAL AND INTERNATIONAL PROJECTSActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$141,145PYContributionsGrantsAmt
CY Contributions Grants$121,037CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$192PYInvestmentIncomeAmt
CY Investment Income$166CYInvestmentIncomeAmt
PY Other Revenue-$5,783PYOtherRevenueAmt
CY Other Revenue-$24,143CYOtherRevenueAmt
PY Total Revenue$135,554PYTotalRevenueAmt
CY Total Revenue$97,060CYTotalRevenueAmt
PY Grants And Similar Paid$89,845PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,405CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$383PYOtherExpensesAmt
CY Other Expenses$222CYOtherExpensesAmt
PY Total Expenses$90,228PYTotalExpensesAmt
CY Total Expenses$111,627CYTotalExpensesAmt
PY Revenues Less Expenses$45,326PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,567CYRevenuesLessExpensesAmt
Total Assets BOY$211,593TotalAssetsBOYAmt
Total Assets EOY$197,026TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$211,593NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$197,026NetAssetsOrFundBalancesEOYAmt
MissionFUNDING FOR LOCAL, NATIONAL AND INTERNATIONAL PROJECTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$111,627ExpenseAmt
Grant$111,405GrantAmt
DescFUNDING VARIOUS PROJECTSDesc
Total Program Service Expenses$111,627TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN BRAKKEPersonNm
Phone6512706798PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1346AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PEGGY HICKS
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
LAURIE THULIEN
PRES ELECT/S1.00Yes (X)Yes (X)$0$0$0
HEATHER MANLEY
PAST PRESIDE0.50Yes (X)$0$0$0
BRIAN BRAKKE
TREASURER0.50Yes (X)Yes (X)$0$0$0
TED AULT
BOARD MEMBER0.50Yes (X)$0$0$0
WAYNE JARVI
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT BRO
BOARD MEMBER0.50Yes (X)$0$0$0
TODD JORGENSON
BOARD MEMBER1.00Yes (X)$0$0$0
JIM SCHMITT
BOARD MEMBER0.50Yes (X)$0$0$0
ALI AWAD
BOARD MEMBER0.50Yes (X)$0$0$0
KARYN BRADDOCK
BOARD MEMBER0.50Yes (X)$0$0$0
BRAD FENDLER
BOARD MEMBER0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$74,214FundraisingAmt
All Other Contributions$46,823AllOtherContributionsAmt
Total Contributions$121,037TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$166TotalRevenueColumnAmt
Exclusion$166ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$74,214ContriRptFundraisingEventAmt
Fundraising Direct Expenses$24,143FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$24,143TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$97,060TotalRevenueColumnAmt
Exclusion$166ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$111,405TotalAmt
Program Services$111,405ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK AND CREDIT CARD FEESDesc
Total$222TotalAmt
Program Services$222ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$111,627TotalAmt
Program Services$111,627ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$111,401BOYAmt
EOY$96,668EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$100,192BOYAmt
EOY$100,358EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$211,593BOYAmt
EOY$197,026EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$211,593BOYAmt
EOY$197,026EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$211,593BOYAmt
EOY$197,026EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$211,593BOYAmt
EOY$197,026EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,567ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$106,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,145CurrentTaxYearMinus1YearAmt
Current Tax Year$121,037CurrentTaxYearAmt
Total$595,193TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$13,611CurrentTaxYearMinus2YearsAmt
Total$13,611TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,145CurrentTaxYearMinus1YearAmt
Current Tax Year$121,037CurrentTaxYearAmt
Total$608,804TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$608,804PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$192CurrentTaxYearMinus1YearAmt
Current Tax Year$166CurrentTaxYearAmt
Total$358TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$192CurrentTaxYearMinus1YearAmt
Current Tax Year$166CurrentTaxYearAmt
Total$358TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,337CurrentTaxYearMinus1YearAmt
Current Tax Year$121,203CurrentTaxYearAmt
Total$609,162TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99940PublicSupportCY509Pct
Public Support PY5090.99970PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CONCERT FOR CAREvent1Nm
Gross Receipts Event1$61,434GrossReceiptsEvent1Amt
Charitable Contri Event1$61,434CharitableContriEvent1Amt
Entertainment Event1$8,200EntertainmentEvent1Amt
Other Direct Expenses Event1$7,449OtherDirectExpensesEvent1Amt
Event2WINE TASTINGEvent2Nm
Gross Receipts Event2$12,780GrossReceiptsEvent2Amt
Charitable Contri Event2$12,780CharitableContriEvent2Amt
Other Direct Expenses Event2$8,494OtherDirectExpensesEvent2Amt
Gross Receipts Total$74,214GrossReceiptsTotalAmt
Charitable Contributions Tot$74,214CharitableContributionsTotAmt
Entertainment Total Events$8,200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$15,943OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,143DirectExpenseSummaryEventsAmt
Net Income Summary-$24,143NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmt
360 COMMUNITIES
501 E HWY 13BURNSVILLEMN55337$10,000
ISD 191
200 W BURNSVILLE PKWYBURNSVILLEMN55337$10,000
ENGINEERS WITHOUT BORDERS
1031 33RD ST SUITE 210DENVERCO80205$15,820
GRANTS UNDER 5000
$70,585

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 12CTHERE WAS NO NEED FOR ANY ENFORCEMENT AS THERE WERE NO CONFLICTS OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 18THE STATE OF MINNESOTA OFFICE OF ATTORNEY GENERAL PROVIDES A COMPLETE DISCLOSURE OF ALL 990 FORMS FILED INCLUDING THIS ONE.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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