WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-13
IRS object ID
202341339349202044
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2023-05-13T12:59:52-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941719148PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Johnston Martin & Montgomery LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 Main Street Ste 200AddressLine1Txt
CityWoodlandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95695ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLYNNPersonFirstNm
Person LastJEPSENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$45,049GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$21,644ContributionsGiftsGrantsEtcAmt
Investment Income$90InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$23,315FundraisingGrossIncomeAmt
Special Events Direct Expenses$4,530SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$18,785SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$40,519TotalRevenueAmt
Grants And Similar Amounts Paid$31,930GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$162OccupancyRentUtltsAndMaintAmt
Other Expenses Total$2,415OtherExpensesTotalAmt
Total Expenses$34,507TotalExpensesAmt
Excess Or Deficit For Year$6,012ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$248,930NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$254,942NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$248,930BOYAmt
EOY$254,942EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$248,930BOYAmt
EOY$254,942EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$248,930BOYAmt
EOY$254,942EOYAmt
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$31,930GrantsAndAllocationsAmt
Program Service Expenses$2,577ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$2,577TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT HULBERT
President1.00$0
LARRY PETERSON
Vice President1.00$0
LYNN JEPSEN
Treasurer2.00$0
CAROL SOUZA COLE
Secretary1.00$0
ROBYN DRIVON
Director2.00$0
DON SHARP
Director1.00$0
JOY SAKAI
Director1.00$0
JOHN MARTIN
Director1.00$0
RAMON URBANO
Director1.00$0
WAYNE GINSBURG
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$11,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,626CurrentTaxYearMinus1YearAmt
Current Tax Year$21,644CurrentTaxYearAmt
Total$88,415TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,459CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,625CurrentTaxYearMinus1YearAmt
Current Tax Year$23,315CurrentTaxYearAmt
Total$215,309TotalAmt

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$65,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,611CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,251CurrentTaxYearMinus1YearAmt
Current Tax Year$44,959CurrentTaxYearAmt
Total$303,724TotalAmt

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$303,724PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$948CurrentTaxYearMinus1YearAmt
Current Tax Year$90CurrentTaxYearAmt
Total$6,818TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$948CurrentTaxYearMinus1YearAmt
Current Tax Year$90CurrentTaxYearAmt
Total$6,818TotalAmt

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$66,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,199CurrentTaxYearMinus1YearAmt
Current Tax Year$45,049CurrentTaxYearAmt
Total$310,542TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97800PublicSupportCY509Pct
Public Support PY5090.97780PublicSupportPY509Pct
Investment Income CY0.02200InvestmentIncomeCYPct
Investment Income PY0.02220InvestmentIncomePYPct
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$23,315GrossReceiptsEvent1Amt
Gross Revenue Event1$23,315GrossRevenueEvent1Amt
Other Direct Expenses Event1$4,530OtherDirectExpensesEvent1Amt
Gross Receipts Total$23,315GrossReceiptsTotalAmt
Gross Revenue Total Events$23,315GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$4,530OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$4,530DirectExpenseSummaryEventsAmt
Net Income Summary$18,785NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.55Class of Activity: CASH | Donee's Name: 8 GRANTS UNDER $5,001 | Donee's Address: PO BOX 8155 WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $20930
Grants and Similar Amounts Paid In Excess of $5,000.60Class of Activity: EQUIPMENT | Donee's Name: CACHE CREEK CONSERVANCY | Donee's Address: P.O. BO 8249 WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $10000
Other Expenses.1003Information Technology $145
Other Expenses.1012Insurance $1313
Other Expenses.1BANK CHARGES $716
Other Expenses.2WEBSITE MAINTENANCE $216
Other Expenses.3TAXES $25

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