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EVERGREEN ROTARY FOUNDATION INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EVERGREEN ROTARY FOUNDATION INC (EIN 84-1196645)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201831359349206803
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)
Return2018-05-15T15:56:58-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCRIPPS TAYLOR & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11202 BERGEN PKWY STE 208AddressLine1Txt
CityEVERGREENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP804399559ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841196645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Evergreen Rotary Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVERBusinessNameControlTxt
Phone3035261872PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4143AddressLine1Txt
CityEvergreenCityNm
State AbbreviationCOStateAbbreviationCd
ZIP804374143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BRADLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3035261872PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA J SCRIPPS CPAPreparerPersonNm
Phone3036708930PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressEVERGREENROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$126,261GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$37,921ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$6,537InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$81,803FundraisingGrossIncomeAmt
Special Events Direct Expenses$14,756SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$67,047SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$111,505TotalRevenueAmt
Grants And Similar Amounts Paid$91,811GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$929OtherExpensesTotalAmt
Total Expenses$92,740TotalExpensesAmt
Excess Or Deficit For Year$18,765ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$285,825NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$8,085OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$312,675NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$415,528BOYAmt
EOY$441,260EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$18,086BOYAmt
EOY$12,750EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$433,614BOYAmt
EOY$454,010EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$147,789BOYAmt
EOY$141,335EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$285,825BOYAmt
EOY$312,675EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeRaise funds from donations and community fundraising events to suport local and international charitable and educational activities.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
Funds from undesignated contributions and fundraising events are distributed to charitable and educational organizations supporting local and international causes.$80,833Yes (X)$85,811
INCOME FROM ENDOWMENT FUND ASSETS ARE DONATED TO CHARITIES AS APPROVED BY THE BOARD OF TRUSTEES.$6,000$6,000
FieldValueIRS element (for citing)
Total Program Service Expenses$91,811TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT BRADLEY
President0.00$0
BARB SCRIPPS
Treasurer0.00$0
KAY LAMONTAGNE
Secretary0.00$0
LINDA LOVIN
Trustee0.00$0
LARRY CAINE
Trustee0.00$0
ROBERT WALLACE
Trustee0.00$0
RON LARSON
Trustee0.00$0
JIM KREIDER
Trustee0.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARBARA SCRIPPS TREASURERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4143AddressLine1Txt
CityEvergreenCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80437ZIPCd
FieldValueIRS element (for citing)
Phone3036708930PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$25,102CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,725CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,973CurrentTaxYearMinus1YearAmt
Current Tax Year$37,921CurrentTaxYearAmt
Total$111,721TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$107,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,601CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$98,833CurrentTaxYearMinus1YearAmt
Current Tax Year$81,803CurrentTaxYearAmt
Total$381,513TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$132,378CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,806CurrentTaxYearMinus1YearAmt
Current Tax Year$119,724CurrentTaxYearAmt
Total$493,234TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$493,234PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,331CurrentTaxYearMinus1YearAmt
Current Tax Year$6,537CurrentTaxYearAmt
Total$24,908TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,331CurrentTaxYearMinus1YearAmt
Current Tax Year$6,537CurrentTaxYearAmt
Total$24,908TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$518,142TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95190PublicSupportCY509Pct
Public Support PY5090.96330PublicSupportPY509Pct
Investment Income CY0.04810InvestmentIncomeCYPct
Investment Income PY0.03670InvestmentIncomePYPct
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)
Event1100 Holes of GolfEvent1Nm
Gross Receipts Event1$34,737GrossReceiptsEvent1Amt
Gross Revenue Event1$34,737GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,567RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,500FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$782OtherDirectExpensesEvent1Amt
Event27 Habits SeminarEvent2Nm
Gross Receipts Event2$8,700GrossReceiptsEvent2Amt
Gross Revenue Event2$8,700GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,651OtherDirectExpensesEvent2Amt
Gross Receipts Other Events$38,365GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$38,365GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$6,255OthDirectExpnssOtherEventsAmt
Gross Receipts Total$81,802GrossReceiptsTotalAmt
Gross Revenue Total Events$81,802GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,567RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,500FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$10,688OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,755DirectExpenseSummaryEventsAmt
Net Income Summary$67,047NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (33 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 10PURCHASE FOOD AND SUPPLIES FOR WEEKEND FOOD PROGRAM; CHARITABLE; MTN AREA BACKPACK PROGRAM FOR CHILD
Form 990EZ, Part I, Line 10100 HOLE OF GOLF PARTICIPANTS PAYMENTS; CHARITABLE; MTN AREA CHARITIES THAT PARTICIPATED IN FUND RAI
Form 990EZ, Part I, Line 10PURCHASE OF BOOKS FOR MNTN AREA PRE-SCHOOLERS; CHARITABLE; DOLLYWOOD FOUNDATION: 2700 DOLLYWOOD PARK
Form 990EZ, Part I, Line 10PROVIDE EMERGECY SHELTER TO MTN ARE HOMELESS POPULATION; CHARITABLE; ROTARY DIST 5450 FOUNDATION: 51
Form 990EZ, Part I, Line 10GRANT FOR ZERO-WASTE PROJECT OF EAS+Y; CHARITABLE; EVERGREEN ALLIANCE FOR SUSTAINABLILITY: PO BOX 23
Form 990EZ, Part I, Line 10REHABILITATION OF ART CENTER PROJECT; CHARITABLE; CENTGER FOR THE ARTS EVERGREEN: PO BOX 2737, EVERG
Form 990EZ, Part I, Line 10PROVIDE FAMILY CAMPING EXPERIENCE FOR VETS; CHARITABLE; PROJECT SANCTUARY: PO BOX 1563, GRANBY, CO,
Form 990EZ, Part I, Line 10THANKSGIVING LUNCHEON FOR MTN AREA SENIORS; CHARITABLE; MTN AREA SENIOR CITIZENS: , , , ; , THANKSGI
Form 990EZ, Part I, Line 10SEND MTN AREA STUDENTS TO LEADERSHIP CAMPS; CHARITABLE; ROTARY YOUTH LEADERSHIP AWARDS: PO BOX 3093,
Form 990EZ, Part I, Line 10ROTARY INTERNATIONAL FOUNDATION POLIO ERADICATION EFFORT; CHARITABLE; ROTARY INTERNATIONAL FOUNDATIO
Form 990EZ, Part I, Line 10HURRICAINE RELIEF; CHARITABLE; ROTARY FOUNDATION OF BATON ROUGE LOUISIANA: 9625 FENWAY AVE #A, BATON
Form 990EZ, Part I, Line 10SUPOORT MEDICAL STUDENT IN INTERNATIONAL ASSIGNMENT; CHARITABLE; UNIV. OF COLO. SCHOOL OF PUBLIC HEA
Form 990EZ, Part I, Line 10INTERNATIONAL SERVICES; CHARITABLE; 501(C)(3) ORGS THAT SERVE INTERNATIONAL: CAUSES, EACH RECEIVING
Form 990EZ, Part I, Line 10COMMUNITY SERVICES; CHARITABLE; 501(C)(3) ORGS THAT PROVIDE COMMUNITY SERVICES: GRANTS OF < $5000 EA
Form 990EZ, Part I, Line 16Bank charges and wire fees 407.
Form 990EZ, Part I, Line 16Operating supplies 455.
Form 990EZ, Part I, Line 16Postage and printing 57.
Form 990EZ, Part I, Line 16License 10.
Form 990EZ, Part I, Line 20Investment value increase not reported on P&L 8085.
Form 990EZ, Part II, Line 24Home Show receivable 17000. 12750.
Form 990EZ, Part II, Line 24Due from Mtn Foothills Rotary 988. 0.
Form 990EZ, Part II, Line 24Due from Member 98. 0.
Form 990EZ, Part II, Line 26Contributions payable to 100 Holes Participants 33577. 23473.
Form 990EZ, Part II, Line 26Music park maintenance fund balance 3000. 3000.
Form 990EZ, Part II, Line 26Contributions payable for President's gift 2500. 2000.
Form 990EZ, Part II, Line 26Fundraising proceeds due to partipcating club 400. 0.
Form 990EZ, Part II, Line 26Fundraising expenses payable 4577. 0.
Form 990EZ, Part II, Line 26Contributions payable 0. 500.
Form 990EZ, Part II, Line 26Due to member for out of pocket costs for backpack program 0. 4441.
Form 990EZ, Part II, Line 26President's gift fund 2500. 1810.
Form 990EZ, Part II, Line 26Designated funds for committee uses 101235. 90451.
Form 990EZ, Part II, Line 26Scholarship funds payable 0. 1250.
Form 990EZ, Part II, Line 26Foundation reserves 0. 14410.

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