WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201831349349205428
Schema version
2016v3.0
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)
Return2018-05-14T15:29:11-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$186,690GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$8,751ContributionsGiftsGrantsEtcAmt
Investment Income$692InvestmentIncomeAmt
Sale Of Assets Gross$117,974SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$122,210CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$4,236GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$59,273FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,464SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$42,809SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$48,016TotalRevenueAmt
Grants And Similar Amounts Paid$44,550GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$464FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$106OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,130PrintingPublicationsPostageAmt
Other Expenses Total$2,504OtherExpensesTotalAmt
Total Expenses$48,754TotalExpensesAmt
Excess Or Deficit For Year-$738ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$229,736NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$228,998NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$229,736BOYAmt
EOY$228,998EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$229,736BOYAmt
EOY$228,998EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$229,736BOYAmt
EOY$228,998EOYAmt
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$44,550GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$44,550TotalProgramServiceExpensesAmt

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
JULIA LARSON
President2.00$0
DON SHARP
Director1.00$0
JOHN SMYTHE
Director1.00$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)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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$27,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,102CurrentTaxYearMinus1YearAmt
Current Tax Year$8,751CurrentTaxYearAmt
Total$63,411TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,370CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,480CurrentTaxYearMinus1YearAmt
Current Tax Year$59,273CurrentTaxYearAmt
Total$279,494TotalAmt

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$67,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,582CurrentTaxYearMinus1YearAmt
Current Tax Year$68,024CurrentTaxYearAmt
Total$342,905TotalAmt

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$342,905PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$245CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,502CurrentTaxYearMinus1YearAmt
Current Tax Year$692CurrentTaxYearAmt
Total$6,105TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$245CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,502CurrentTaxYearMinus1YearAmt
Current Tax Year$692CurrentTaxYearAmt
Total$6,105TotalAmt

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$68,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,084CurrentTaxYearMinus1YearAmt
Current Tax Year$68,716CurrentTaxYearAmt
Total$349,010TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98250PublicSupportCY509Pct
Public Support PY5090.98080PublicSupportPY509Pct
Investment Income CY0.01750InvestmentIncomeCYPct
Investment Income PY0.01920InvestmentIncomePYPct
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$59,573GrossReceiptsEvent1Amt
Charitable Contri Event1$300CharitableContriEvent1Amt
Gross Revenue Event1$59,273GrossRevenueEvent1Amt
Cash Prizes Event1$3,569CashPrizesEvent1Amt
Rent Facility Costs Event1$3,953RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,243FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,699OtherDirectExpensesEvent1Amt
Gross Receipts Total$59,573GrossReceiptsTotalAmt
Charitable Contributions Tot$300CharitableContributionsTotAmt
Gross Revenue Total Events$59,273GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,569CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,953RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,243FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,699OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,464DirectExpenseSummaryEventsAmt
Net Income Summary$42,809NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.6Class of Activity: NEW BUILDING CAMPAIGN | Donee's Name: YOLO FOOD BANK | Donee's Address: 1244 FORTUNA AVENUE WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $15400
Grants and Similar Amounts Paid In Excess of $5,000.25Class of Activity: NEW ROOF | Donee's Name: WOODLAND PARENT NURSERY SCHOOL | Donee's Address: 655 4TH STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $8000
Grants and Similar Amounts Paid In Excess of $5,000.47Class of Activity: CAMPUS FOOD PANTRY | Donee's Name: ASSOC STUDENTS OF WOODLAND COMMUNITY COL | Donee's Address: 2300 GIBSON ROAD WOODLAND CA 95776 | Relationship of Donee: NONE | Cash Amount Given: $12650
Other Expenses.1002Office Expenses $5
Other Expenses.1012Insurance $1126
Other Expenses.1BANK CHARGES $1133
Other Expenses.3WEBSITE MAINTENANCE $215
Other Expenses.4TAXES $25

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