BURNSVILLE ROTARY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BURNSVILLE ROTARY FOUNDATION (EIN 41-1707122)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-15
IRS object ID
201923199349305637
Schema version
2018v3.1
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)
Return2019-11-15T10:10:43-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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 Line111990 PORTLAND AVE S 200AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN BRAKKEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6512093827PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS ENESTVEDT CPAPreparerPersonNm
PTINP00030578PTIN
Phone9528947880PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.251.185.42IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm10:10:43IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8E9029D551A73C42DB801F04C685358AC058D0C0AtSubmissionCreationDeviceId
At Submission Filing Device Id8E9029D551A73C42DB801F04C685358AC058D0C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIDGET ISCHEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111990 PORTLAND AVE S 200AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$152,355GrossReceiptsAmt
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 Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$106,271PYContributionsGrantsAmt
CY Contributions Grants$152,355CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue-$36,314CYOtherRevenueAmt
PY Total Revenue$106,271PYTotalRevenueAmt
CY Total Revenue$116,041CYTotalRevenueAmt
PY Grants And Similar Paid$103,461PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$102,066CYGrantsAndSimilarPaidAmt
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$534PYOtherExpensesAmt
CY Other Expenses$358CYOtherExpensesAmt
PY Total Expenses$103,995PYTotalExpensesAmt
CY Total Expenses$102,424CYTotalExpensesAmt
PY Revenues Less Expenses$2,276PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,617CYRevenuesLessExpensesAmt
Total Assets BOY$196,962TotalAssetsBOYAmt
Total Assets EOY$210,579TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$196,962NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$210,579NetAssetsOrFundBalancesEOYAmt
MissionFUNDING FOR LOCAL, NATIONAL AND INTERNATIONAL PROJECTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$102,399ExpenseAmt
Grant$102,066GrantAmt
DescFUNDING VARIOUS PROJECTSDesc
Total Program Service Expenses$102,399TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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 Line111990 PORTLAND AVE S 200AddressLine1Txt
CityBURNSVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55337ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIDGET ISCHE
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
JAMES BALL
PAST PRESIDE10.00Yes (X)$0$0$0
BARBARA ZORN
PRESIDENT-EL10.00Yes (X)$0$0$0
MARY LAEGER-HAGERMEISTER
SECRETARY10.00Yes (X)Yes (X)$0$0$0
BRIAN BRAKKE
TREASURER10.00Yes (X)Yes (X)$0$0$0
TODD JORGENSON
FOUNDATION10.00Yes (X)$0$0$0
ROB BRO
COMMUNITY10.00Yes (X)$0$0$0
PAUL NOTERMANN
MEMBERSHIP10.00Yes (X)$0$0$0
LORI THULIEN
SOCIAL10.00Yes (X)$0$0$0
TED AULT
INTERNATIONA10.00Yes (X)$0$0$0
JIM SCHMITT
FUNDRAISING10.00Yes (X)$0$0$0
PEGGY HICKS
MARKETING10.00Yes (X)$0$0$0
WAYNE JARVI
VOCATIONAL10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$114,054FundraisingAmt
All Other Contributions$38,301AllOtherContributionsAmt
Total Contributions$152,355TotalContributionsAmt
Contri Rpt Fundraising Event$114,054ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,314FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$36,314TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,041TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$102,066TotalAmt
Program Services$102,066ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BANK FEES$333$333
MN FILING FEE$25$25

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$102,424TotalAmt
Program Services$102,399ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$196,962BOYAmt
EOY$210,579EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$196,962BOYAmt
EOY$210,579EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$196,962BOYAmt
EOY$210,579EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,962BOYAmt
EOY$210,579EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,962BOYAmt
EOY$210,579EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,617ReconcilationRevenueExpnssAmt
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$126,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,356CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,271CurrentTaxYearMinus1YearAmt
Current Tax Year$152,355CurrentTaxYearAmt
Total$617,100TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,937CurrentTaxYearMinus2YearsAmt
Total$32,832TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$139,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,615CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,293CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,271CurrentTaxYearMinus1YearAmt
Current Tax Year$152,355CurrentTaxYearAmt
Total$649,932TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$649,932PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Total$100TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Total$100TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$139,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,293CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$106,271CurrentTaxYearMinus1YearAmt
Current Tax Year$152,355CurrentTaxYearAmt
Total$650,032TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
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$101,072GrossReceiptsEvent1Amt
Charitable Contri Event1$101,072CharitableContriEvent1Amt
Rent Facility Costs Event1$8,772RentFacilityCostsEvent1Amt
Entertainment Event1$10,000EntertainmentEvent1Amt
Other Direct Expenses Event1$11,083OtherDirectExpensesEvent1Amt
Event2WINE TASTINGEvent2Nm
Gross Receipts Event2$12,982GrossReceiptsEvent2Amt
Charitable Contri Event2$12,982CharitableContriEvent2Amt
Other Direct Expenses Event2$6,459OtherDirectExpensesEvent2Amt
Gross Receipts Total$114,054GrossReceiptsTotalAmt
Charitable Contributions Tot$114,054CharitableContributionsTotAmt
Rent Fclty Costs Total Events$8,772RentFcltyCostsTotalEventsAmt
Entertainment Total Events$10,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$17,542OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,314DirectExpenseSummaryEventsAmt
Net Income Summary-$36,314NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Cash GrantCashGrantAmt
360 COMMUNITIES
$12,000
BRAINPOWER IN A BACKPACK
$10,000
GRANTS UNDER 5000
$75,066

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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