ST HELENA KIWANIS FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ST HELENA KIWANIS FOUNDATION (EIN 45-0497258)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-14
- IRS object ID
- 201930149349200678
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-14T15:15:42-08:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680219846 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brotemarkle Davis & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 ADAMS ST STE H | AddressLine1Txt |
| City | SAINT HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945741160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450497258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Helena Kiwanis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STHE | BusinessNameControlTxt |
| Phone | 7079678234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 362 | AddressLine1Txt |
| City | St Helena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Ponte | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Guy W Carl | PreparerPersonNm |
| PTIN | P01292373 | PTIN |
| Phone | 7079634466 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.sthelenakiwanis.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $22,605 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,181 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,131 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $1,293 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $1,217 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $76 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $21,388 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $9,274 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $30 | OtherExpensesTotalAmt |
| Total Expenses | $9,304 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,084 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $205,994 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $29,963 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $248,041 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,474 | BOYAmt |
| EOY | $247,521 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520 | BOYAmt |
| EOY | $520 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,994 | BOYAmt |
| EOY | $248,041 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,994 | BOYAmt |
| EOY | $248,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE MISSION OF THE ST. HELENA KIWANIS FOUNDATION IS TO FUND, SPONSOR AND SUPPORT YOUTH SERVICES AND ACTIVITIES (INCLUDING SCHOLARSHIPS), SENIOR SERVICES, AND OTHER ACTIVITIES OF THE KIWANIS CLUB OF ST. HELENA, A RELATED ORGANIZATION EXEMPT UNDER SECTION 503(C)(4) OF THE INTERNAL REVENUE CODE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Grants to provide youth services including scholarships for youth educational needs, support of youth activities and youth safety. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $9,274 | GrantsAndAllocationsAmt |
| Program Service Expenses | $9,274 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,274 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jay Lewis | ||
| Treasurer | 1.00 | $0 |
| John Ponte | ||
| Chair | 3.00 | $0 |
| Jan Darter | ||
| Secretary | 1.00 | $0 |
| Jeff Farmer | ||
| Director | 1.00 | $0 |
| George Watson | ||
| Director | 1.00 | $0 |
| Bob Matheny | ||
| Director | 1.00 | $0 |
| Lowell Smith | ||
| 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 |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Ponte | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 362 | AddressLine1Txt |
| City | St Helena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7079634466 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,181 | CurrentTaxYearAmt |
| Total | $62,926 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,181 | CurrentTaxYearAmt |
| Total | $62,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,852 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,074 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,131 | CurrentTaxYearAmt |
| Total | $20,273 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,591 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,591 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $85,790 | TotalSupportAmt |
| Public Support CY170 | 0.32720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: St. Helena Unified School District | Donee's Address: 1401 Grayson Avenue St. Helena CA 94574 | Cash Amount Given: $6800 |
| Other Expenses.1 | Bank Fees $30 |
| Other Assets.2 | Due from Kiwanis Club of St. Helena - Beginning $520 Due from Kiwanis Club of St. Helena - Ending $520 |
Comments