WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-13
IRS object ID
202101339349203065
Schema version
2019v5.0
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)
Return2021-05-13T15:32:25-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$71,701GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$14,094ContributionsGiftsGrantsEtcAmt
Investment Income$3,148InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$54,459FundraisingGrossIncomeAmt
Special Events Direct Expenses$21,277SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$33,182SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$50,424TotalRevenueAmt
Grants And Similar Amounts Paid$30,436GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$113PrintingPublicationsPostageAmt
Other Expenses Total$2,489OtherExpensesTotalAmt
Total Expenses$33,038TotalExpensesAmt
Excess Or Deficit For Year$17,386ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$248,548NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$265,934NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$248,548BOYAmt
EOY$265,934EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$248,548BOYAmt
EOY$265,934EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$248,548BOYAmt
EOY$265,934EOYAmt
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$23,879GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$23,879TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KEVIN SANCHEZ
President1.00$0
KEITH RODE
Vice President1.00$0
LYNN JEPSEN
Treasurer2.00$0
CAROL SOUZA COLE
Secretary1.00$0
BOB HULBERT
Director2.00$0
DON SHARP
Director1.00$0
LARRY PETERSON
Director1.00$0
JOHN BEATTY
Director1.00$0
CAROL SOUZA COLE
Vice President2.00$0
TOM GALEAZZI
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$7,102CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,751CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,486CurrentTaxYearMinus1YearAmt
Current Tax Year$14,094CurrentTaxYearAmt
Total$65,998TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,125CurrentTaxYearMinus1YearAmt
Current Tax Year$54,459CurrentTaxYearAmt
Total$290,122TotalAmt

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$64,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,024CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,611CurrentTaxYearMinus1YearAmt
Current Tax Year$68,553CurrentTaxYearAmt
Total$356,120TotalAmt

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$356,120PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,726CurrentTaxYearMinus1YearAmt
Current Tax Year$3,148CurrentTaxYearAmt
Total$10,974TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,726CurrentTaxYearMinus1YearAmt
Current Tax Year$3,148CurrentTaxYearAmt
Total$10,974TotalAmt

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$69,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,337CurrentTaxYearMinus1YearAmt
Current Tax Year$71,701CurrentTaxYearAmt
Total$367,094TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97010PublicSupportCY509Pct
Public Support PY5090.97780PublicSupportPY509Pct
Investment Income CY0.02990InvestmentIncomeCYPct
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$54,709GrossReceiptsEvent1Amt
Charitable Contri Event1$250CharitableContriEvent1Amt
Gross Revenue Event1$54,459GrossRevenueEvent1Amt
Cash Prizes Event1$3,198CashPrizesEvent1Amt
Rent Facility Costs Event1$2,486RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,922FoodAndBeverageEvent1Amt
Entertainment Event1$1,960EntertainmentEvent1Amt
Other Direct Expenses Event1$2,711OtherDirectExpensesEvent1Amt
Gross Receipts Total$54,709GrossReceiptsTotalAmt
Charitable Contributions Tot$250CharitableContributionsTotAmt
Gross Revenue Total Events$54,459GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,198CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,486RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,922FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,960EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,711OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,277DirectExpenseSummaryEventsAmt
Net Income Summary$33,182NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.55Class of Activity: CASH | Donee's Name: 6 GRANTS UNDER $5,000 | Donee's Address: PO BOX 8155 WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $5436
Grants and Similar Amounts Paid In Excess of $5,000.56| Donee's Name: NORCAL TRYKERS | Donee's Address: 417 MACE BLVD STE J-177 DAVIS CA 95618 | Relationship of Donee: NONE | Cash Amount Given: $15000
Grants and Similar Amounts Paid In Excess of $5,000.57| Donee's Name: YES | Donee's Address: 660 6TH STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $10000
Other Expenses.1012Insurance $1126
Other Expenses.1BANK CHARGES $942
Other Expenses.2WEBSITE MAINTENANCE $216
Other Expenses.3POST OFFICE BOX $122
Other Expenses.5OTHER EXPENSES $38
Other Expenses.6TAXES $25
Other Expenses.7CORPORATE FILING FEE $20

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