WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-02-05
IRS object ID
201900369349200220
Schema version
2017v2.2
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)
Return2019-02-05T10:22:24-08:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$66,256GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$11,565ContributionsGiftsGrantsEtcAmt
Investment Income$906InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$53,785FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,799SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$36,986SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$49,457TotalRevenueAmt
Grants And Similar Amounts Paid$44,086GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$108OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$149PrintingPublicationsPostageAmt
Other Expenses Total$2,241OtherExpensesTotalAmt
Total Expenses$46,584TotalExpensesAmt
Excess Or Deficit For Year$2,873ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$228,998NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$231,871NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$228,998BOYAmt
EOY$231,871EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$228,998BOYAmt
EOY$231,871EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$228,998BOYAmt
EOY$231,871EOYAmt
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$44,086GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$44,086TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TOM GALEAZZI
Director1.00$0
KEITH RODE
Director1.00$0
LYNN JEPSEN
Treasurer2.00$0
TOM SCARLETT
Secretary1.00$0
BOB HULBERT
Director2.00$0
DON SHARP
Director1.00$0
JOHN SMYTHE
President1.00$0
JOHN BEATTY
Director1.00$0
CAROL SOUZA COLE
Vice President2.00$0
ERIC ENGSTROM
Director1.00$0
KEVIN SANCHEZ
Director1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
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
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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$10,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,751CurrentTaxYearMinus1YearAmt
Current Tax Year$11,565CurrentTaxYearAmt
Total$47,976TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,370CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,273CurrentTaxYearMinus1YearAmt
Current Tax Year$53,785CurrentTaxYearAmt
Total$292,573TotalAmt

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$75,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,582CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,024CurrentTaxYearMinus1YearAmt
Current Tax Year$65,350CurrentTaxYearAmt
Total$340,549TotalAmt

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$340,549PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$245CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692CurrentTaxYearMinus1YearAmt
Current Tax Year$906CurrentTaxYearAmt
Total$6,664TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$245CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692CurrentTaxYearMinus1YearAmt
Current Tax Year$906CurrentTaxYearAmt
Total$6,664TotalAmt

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$75,321CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,836CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,084CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,716CurrentTaxYearMinus1YearAmt
Current Tax Year$66,256CurrentTaxYearAmt
Total$347,213TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98080PublicSupportCY509Pct
Public Support PY5090.98250PublicSupportPY509Pct
Investment Income CY0.01920InvestmentIncomeCYPct
Investment Income PY0.01750InvestmentIncomePYPct
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$54,335GrossReceiptsEvent1Amt
Charitable Contri Event1$550CharitableContriEvent1Amt
Gross Revenue Event1$53,785GrossRevenueEvent1Amt
Cash Prizes Event1$3,260CashPrizesEvent1Amt
Rent Facility Costs Event1$5,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,397FoodAndBeverageEvent1Amt
Entertainment Event1$680EntertainmentEvent1Amt
Other Direct Expenses Event1$2,462OtherDirectExpensesEvent1Amt
Gross Receipts Total$54,335GrossReceiptsTotalAmt
Charitable Contributions Tot$550CharitableContributionsTotAmt
Gross Revenue Total Events$53,785GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,260CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$5,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,397FoodAndBeverageTotalEventsAmt
Entertainment Total Events$680EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,462OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,799DirectExpenseSummaryEventsAmt
Net Income Summary$36,986NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.4Class of Activity: CASH FOR SPORTS EQUIPMENT | Donee's Name: WOODLAND POLICE ACTIVITIES LEAGUE | Donee's Address: 120 MAIN STREET, SUITE J WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.7Class of Activity: SQUARE ONE LAB EQUIPMENT | Donee's Name: WOODLAND PUBLIC LIBRARY | Donee's Address: 250 1ST STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.14Class of Activity: PERSONAL ITEMS FOR BAGS | Donee's Name: FOSTER KIDS EMANCIPATION BAGS | Donee's Address: 530 SECOND STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $5848
Grants and Similar Amounts Paid In Excess of $5,000.50Class of Activity: CASH | Donee's Name: 12 GRANTS UNDER $5,000 EACH | Donee's Address: P.O. BOX 8155 WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $18238
Other Expenses.1012Insurance $1126
Other Expenses.1BANK CHARGES $855
Other Expenses.2WEBSITE MAINTENANCE $215
Other Expenses.4TAXES $25
Other Expenses.5CORPORATE FILING FEE $20

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