MILL CREEK ROTARY FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MILL CREEK ROTARY FOUNDATION (EIN 91-1654238)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349208261
- Schema version
- 2021v4.2
- 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 | 2023-05-15T16:33:33-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475010417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORBES ANDERSON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 SE EVERETT MALL WAY STE 415 | AddressLine1Txt |
| City | EVERETT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911654238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILL CREEK ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 4256104058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13727 | AddressLine1Txt |
| City | MILL CREEK | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF BRENNAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4256104058 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | BRENNAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBERT C CHANG CPA | PreparerPersonNm |
| PTIN | P01389782 | PTIN |
| Phone | 4252583173 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $189,265 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $61,724 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,581 | InvestmentIncomeAmt |
| Fundraising Gross Income | $125,960 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $62,052 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $63,908 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $127,213 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $87,873 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,922 | OtherExpensesTotalAmt |
| Total Expenses | $91,795 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,418 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $230,491 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $265,909 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,491 | BOYAmt |
| EOY | $273,299 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,423 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,491 | BOYAmt |
| EOY | $274,722 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,813 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,491 | BOYAmt |
| EOY | $265,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| FUNDING HEALTH AND HUNGER SERVICES, INCLUDING LOCAL AND INTERNATIONAL PROJECTS. | $28,692 | $28,692 |
| FUNDING COMMUNITY PROGRAMS AND SERVICES, INCLUDING ARTS AND SENIOR SERVICES. | $47,681 | $47,681 |
| FUNDING EDUCATION PROGRAMS AND SCHOARSHIPS | $11,500 | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $87,873 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| VICTORIA WELLMAN | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| DAVID GUNTER | ||||
| PRESIDENT ELECT | 3.00 | $0 | $0 | $0 |
| FRANK SIMONS | ||||
| PAST-PRESIDENT | 2.00 | $0 | $0 | $0 |
| SID SIEGEL | ||||
| TREASURER | 4.00 | $0 | $0 | $0 |
| CAROL ARKELL | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| RICK FERRELL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMANDA FLORES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CANDIE LAMBERT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEOFF OWEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIKE MALLAHAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY CROMWELL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF BRENNAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13737 | AddressLine1Txt |
| City | MILL CREEK | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4256104058 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $73,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,724 | CurrentTaxYearAmt |
| Total | $321,296 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,960 | CurrentTaxYearAmt |
| Total | $344,516 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $153,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,684 | CurrentTaxYearAmt |
| Total | $665,812 | 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $665,812 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581 | CurrentTaxYearAmt |
| Total | $13,232 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581 | CurrentTaxYearAmt |
| Total | $13,232 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,265 | CurrentTaxYearAmt |
| Total | $679,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97850 | PublicSupportPY509Pct |
| Investment Income CY | 0.01950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $142,137 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $111,137 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,092 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,133 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,528 | OtherDirectExpensesEvent1Amt |
| Event2 | MILL CREEK FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $14,823 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,823 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,299 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $156,960 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $125,960 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,092 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,133 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,827 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,052 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $63,908 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 1,581. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: COMMUNITY. GRANTEE NAME: BURNED CHILDREN RECOVERY FOUNDATION. GRANTEE ADDRESS: 409 WOOD PL EVERETT, WA 98203. PROPERTY DESCRIPTION: CASH DONATION. DATE OF GIFT: 05/10/22. AMOUNT GIVEN: 30,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: COLLEGE SCHOLARSHIPS FOR 10 STUDENTS. GRANTEE ADDRESS: PO BOX 13727 MILL CREEK, WA 98012. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 11,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: HEALTH & HUNGER. GRANTEE NAME: VARIOUS - EACH ORGANIZATION LESS THAN $5,000 GRANTEE NAME: VARIOUS - EACH ORGANIZATION LESS THAN $5,000. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 28,692. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: COMMUNITY. GRANTEE NAME: VARIOUS - EACH ORGANIZATION LESS THAN $5,000 GRANTEE NAME: VARIOUS - EACH ORGANIZATION LESS THAN $5,000. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 17,681. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 87,873. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: LICENSES. AMOUNT: 125. DESCRIPTION: SUPPLIES. AMOUNT: 1,354. DESCRIPTION: PRINTING. AMOUNT: 31. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,217. DESCRIPTION: STUDENT LUNCHES. AMOUNT: 512. DESCRIPTION: FRAMING AWARDS. AMOUNT: 683. TOTAL TO FORM 990-EZ, LINE 16: 3,922. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,423. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,687. DESCRIPTION: DUE TO ROTARY CLUB OF MILL CREEK. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 126. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
Comments