ROUND-UP FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROUND-UP FOUNDATION (EIN 41-2034082)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349201375
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T08:24:15-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813098314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Premiere Tax and Accounting PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 W Wickenburg Way Ste 1 | AddressLine1Txt |
| City | Wickenburg | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412034082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROUND-UP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROUN | BusinessNameControlTxt |
| Phone | 9286845479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 N FRONTIER ST | AddressLine1Txt |
| City | WICKENBURG | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA HERSHKOWITZ | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Brenda M Hershkowitz EA | PreparerPersonNm |
| PTIN | P00754183 | PTIN |
| Phone | 9286840132 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $6,924 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,500 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,083 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $2,341 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $2,341 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $6,924 | TotalRevenueAmt |
| Excess Or Deficit For Year | $6,924 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $338,108 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$106,579 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $238,453 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,108 | BOYAmt |
| EOY | $118,453 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $120,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,108 | BOYAmt |
| EOY | $238,453 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,108 | BOYAmt |
| EOY | $238,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To support the charitable, educational and economic vitality of the Wickenburg area business community, to provide community-wide support and education, and to promote and support activities of the business community. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Designated funds from which income and principal will be used to fund educational scholarships and grants. Funds to the Wickenburg Chamber of Commerce to supplement various operating costs and expenses of the organization, including restoration of the Depot building which houses the Wickenburg Chamber of Commerce. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $110,100 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $110,100 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BEN ROOT | ||
| Treasurer | 1.00 | $0 |
| BRENDA HERSHKOWITZ | ||
| President | 1.00 | $0 |
| GERI FAIR | ||
| Vice President | 1.00 | $0 |
| JASON ROVEY | ||
| Director | 1.00 | $0 |
| KARLA MORTIMER | ||
| 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 | WICKENBURG CHAMBER OF COMMERCE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 N FRONTIER ST | AddressLine1Txt |
| City | WICKENBURG | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9286845479 | 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 | $143,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500 | CurrentTaxYearAmt |
| Total | $476,035 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $143,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500 | CurrentTaxYearAmt |
| Total | $476,035 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $118,300 | CurrentTaxYearMinus1YearAmt |
| Total | $118,300 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $118,300 | CurrentTaxYearMinus1YearAmt |
| Total | $118,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $357,735 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,945 | CurrentTaxYearAmt |
| Total | $64,117 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,945 | CurrentTaxYearAmt |
| Total | $64,117 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,919 | CurrentTaxYearMinus4YearsAmt |
| Total | $2,919 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,445 | CurrentTaxYearAmt |
| Total | $543,071 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.65870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66060 | PublicSupportPY509Pct |
| Investment Income CY | 0.11810 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Assets.1009 | FormAndLineReferenceDesc |
| Explanation | Notes and Loans Receivable - Beginning $120000 Notes and Loans Receivable - Ending $120000 | ExplanationTxt |
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