LAKE CHELAN ROTARY COMMUNITY & INTERNATIONAL FUND: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAKE CHELAN ROTARY COMMUNITY & INTERNATIONAL FUND (EIN 45-5569645)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-08
- IRS object ID
- 202302519349200225
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T12:00:55-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454992305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUGUSTEDGE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 S CHELAN AVE STE B | AddressLine1Txt |
| City | WENATCHEE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455569645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lake Chelan Rotary Comm & Intl Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 5097417825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 601 | AddressLine1Txt |
| City | Chelan | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Tochterman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Tom | PersonFirstNm |
| Person Last | Tochterman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tricia McCullough | PreparerPersonNm |
| PTIN | P01328940 | PTIN |
| Phone | 5094948500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 |
| Website Address | www.lakechelanrotary.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $155,700 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $155,107 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $593 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $155,700 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $42 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $268,999 | OtherExpensesTotalAmt |
| Total Expenses | $273,841 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$118,141 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $294,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $176,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,661 | BOYAmt |
| EOY | $248,544 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,150 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,661 | BOYAmt |
| EOY | $251,694 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,338 | BOYAmt |
| EOY | $75,512 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,323 | BOYAmt |
| EOY | $176,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support charitable and educational activities through scholarships and financial assistance to individuals and qualified organizations that promote education, health safety and the arts at local, regional and interentational level. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The Fund provided scholarships to graduating seniors sponsorship of a boarding school in Kenya, and various local community service projects. | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Dianee Leigh | ||
| Director | 1.00 | $0 |
| Lester Cooper | ||
| Director | 1.00 | $0 |
| Guy Evans | ||
| Chairman | 5.00 | $0 |
| Russ Jones | ||
| Director | 1.00 | $0 |
| Dan Hodge | ||
| Treasurer | 5.00 | $0 |
| Connie Lorenz | ||
| Director | 1.00 | $0 |
| Susie Hepner | ||
| Director | 1.00 | $0 |
| Barry Leahey | ||
| Director | 1.00 | $0 |
| Coron Polly | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Hodge | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Bo 601 | AddressLine1Txt |
| City | Chelan | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5097417825 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $75,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,107 | CurrentTaxYearAmt |
| Total | $1,014,366 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,170 | CurrentTaxYearMinus2YearsAmt |
| Total | $202,349 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,107 | CurrentTaxYearAmt |
| Total | $1,216,715 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,216,715 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,107 | CurrentTaxYearAmt |
| Total | $1,216,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $137 |
| Other Expenses.1 | Scholarships $123326 |
| Other Expenses.2 | Brighter Futures $96954 |
| Other Expenses.3 | Community Service Projects $33862 |
| Other Expenses.4 | Youth Exchange Expenses $7359 |
| Other Expenses.5 | Book Buddies $3769 |
| Other Expenses.6 | Community Grant $2000 |
| Other Expenses.7 | Buzz on Bizz Expenses $811 |
| Other Expenses.8 | Program Expenses $553 |
| Other Expenses.9 | Merchant Fees $168 |
| Other Expenses.11 | License and Permits $40 |
| Other Expenses.12 | Bank Service Charges $20 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $3150 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $188 Accounts Payable and Accrued Expenses - Ending $181 |
| Total Liabilities.1 | Committed Scholarships - Shine On - Beginning $52000 Committed Scholarships - Shine On - Ending $0 |
| Total Liabilities.2 | Committed Promise Scholarhships - Beginning $12500 Committed Promise Scholarhships - Ending $0 |
| Total Liabilities.3 | Committrd Scholarships - LC Rotary - Beginning $12500 Committrd Scholarships - LC Rotary - Ending $0 |
| Total Liabilities.4 | - Beginning $0 - Ending $0 |
| Total Liabilities.5 | Committed McKellar Scholarship - Beginning $1000 Committed McKellar Scholarship - Ending $0 |
| Form 990, VI, Line 6 | Members of the Chelan Rotary Club are members of the LCR Community and International Fund |
| Form 990, Part VI, Line 7a | Members of the LCR Community and Internations Fund elect the Board and Trustees to the Fund. |
| Form 990, VI, 11b | The 990.990EZ is presented to the governing Board of Directors for review at a regular board meeting. |
| Form 990m Part VI | Conflicts of interest are discussed and resolved at Board of Directors meetings. |
| Form 990, Part VI | The Form 990/990EZ is available by written request to the Board of Directors. |
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