BURNSVILLE ROTARY FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BURNSVILLE ROTARY FOUNDATION (EIN 41-1707122)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-13
IRS object ID
202043189349303034
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)
Return2020-11-13T09:21:42-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS ENESTVEDT CPAPreparerPersonNm
PTINP00030578PTIN
Phone9528947880PhoneNum
Preparation2020-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.251.185.42IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm09:21:42IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA727CC20D2D6DB38219D1FA24139E56EE0E99F27AtSubmissionCreationDeviceId
At Submission Filing Device IdA727CC20D2D6DB38219D1FA24139E56EE0E99F27AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBARBARA ZORNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1346AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$87,996GrossReceiptsAmt
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 Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$152,355PYContributionsGrantsAmt
CY Contributions Grants$74,385CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$36,314PYOtherRevenueAmt
CY Other Revenue$5,366CYOtherRevenueAmt
PY Total Revenue$116,041PYTotalRevenueAmt
CY Total Revenue$79,751CYTotalRevenueAmt
PY Grants And Similar Paid$102,066PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$123,724CYGrantsAndSimilarPaidAmt
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$358PYOtherExpensesAmt
CY Other Expenses$339CYOtherExpensesAmt
PY Total Expenses$102,424PYTotalExpensesAmt
CY Total Expenses$124,063CYTotalExpensesAmt
PY Revenues Less Expenses$13,617PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$44,312CYRevenuesLessExpensesAmt
Total Assets BOY$210,579TotalAssetsBOYAmt
Total Assets EOY$166,267TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$210,579NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$166,267NetAssetsOrFundBalancesEOYAmt
MissionFUNDING FOR LOCAL, NATIONAL AND INTERNATIONAL PROJECTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$124,063ExpenseAmt
Grant$123,724GrantAmt
DescFUNDING VARIOUS PROJECTSDesc
Total Program Service Expenses$124,063TotalProgramServiceExpensesAmt
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 DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TED AULT
BOARD MEMBER0.50Yes (X)$0$0$0
BRIAN BRAKKE
TREASURER1.00Yes (X)$0$0$0Yes (X)
ROB BRO
BOARD MEMBER0.50Yes (X)$0$0$0
TONY COMPTON
BOARD MEMBER0.50Yes (X)$0$0$0
BRIDGET ISCHE
PAST PRESIDE0.50Yes (X)$0$0$0
WAYNE JARVI
BOARD MEMBER0.50Yes (X)$0$0$0
TODD JORGENSON
FOUNDATION1.50Yes (X)$0$0$0
HEATHER MANLEY
PRESIDENT-EL0.50Yes (X)$0$0$0
PAUL NOTERMAN
BOARD MEMBER0.50Yes (X)$0$0$0
JAMES SCHMITT
BOARD MEMBER1.00Yes (X)$0$0$0
LAURIE THULIEN
SECRETARY0.50Yes (X)$0$0$0Yes (X)
BARBARA ZORN
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$61,350FundraisingAmt
All Other Contributions$13,035AllOtherContributionsAmt
Total Contributions$74,385TotalContributionsAmt
Fundraising Gross Income$13,611FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$61,350ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,245FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,366TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,751TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$123,724TotalAmt
Program Services$123,724ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK AND CREDIT CARD FEESDesc
Total$339TotalAmt
Program Services$339ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$124,063TotalAmt
Program Services$124,063ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$210,579BOYAmt
EOY$166,267EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$210,579BOYAmt
EOY$166,267EOYAmt

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$210,579BOYAmt
EOY$166,267EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$210,579BOYAmt
EOY$166,267EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$210,579BOYAmt
EOY$166,267EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$44,312ReconcilationRevenueExpnssAmt
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$96,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,356CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152,355CurrentTaxYearMinus1YearAmt
Current Tax Year$74,385CurrentTaxYearAmt
Total$565,228TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$13,611CurrentTaxYearAmt
Total$13,611TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,754CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,937CurrentTaxYearMinus3YearsAmt
Total$19,691TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,615CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152,355CurrentTaxYearMinus1YearAmt
Current Tax Year$87,996CurrentTaxYearAmt
Total$598,530TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$598,530PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100CurrentTaxYearMinus4YearsAmt
Total$100TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100CurrentTaxYearMinus4YearsAmt
Total$100TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,715CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152,355CurrentTaxYearMinus1YearAmt
Current Tax Year$87,996CurrentTaxYearAmt
Total$598,630TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
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$61,350GrossReceiptsEvent1Amt
Charitable Contri Event1$61,350CharitableContriEvent1Amt
Other Direct Expenses Event1$850OtherDirectExpensesEvent1Amt
Event2WINE TASTINGEvent2Nm
Gross Receipts Event2$13,611GrossReceiptsEvent2Amt
Gross Revenue Event2$13,611GrossRevenueEvent2Amt
Other Direct Expenses Event2$7,395OtherDirectExpensesEvent2Amt
Gross Receipts Total$74,961GrossReceiptsTotalAmt
Charitable Contributions Tot$61,350CharitableContributionsTotAmt
Gross Revenue Total Events$13,611GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$8,245OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,245DirectExpenseSummaryEventsAmt
Net Income Summary$5,366NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Cash GrantCashGrantAmt
360 COMMUNITIES
$14,500
ISD 191
$16,000
THE LINK
$7,500
YMCA
$7,500
GRANTS UNDER 5000
$73,224

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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