SANTA ROSA SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SANTA ROSA SUNRISE ROTARY FOUNDATION (EIN 68-0339109)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-02-07
IRS object ID
202530389349200448
Schema version
2023v6.0
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)
Return2025-02-07T13:05:30-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941354985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINKENHEIMER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1187 CONCOURSE BLVDAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95403ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680339109EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA ROSA SUNRISE ROTARYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone7075460272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14953AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA GILLESPIEPersonNm
Person TitlePRESIDENT ELECTPersonTitleTxt
Phone7075460272PhoneNum
Signature2025-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRI E BERRYPreparerPersonNm
PTINP01333336PTIN
Phone7075460272PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$101,003GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,880ContributionsGiftsGrantsEtcAmt
Investment Income$7,823InvestmentIncomeAmt
Fundraising Gross Income$57,300FundraisingGrossIncomeAmt
Special Events Direct Expenses$12,217SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$45,083SpecialEventsNetIncomeLossAmt
Total Revenue$88,786TotalRevenueAmt
Grants And Similar Amounts Paid$89,524GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,000FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,319OtherExpensesTotalAmt
Total Expenses$92,843TotalExpensesAmt
Excess Or Deficit For Year-$4,057ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$379,297NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$375,240NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$379,297BOYAmt
EOY$375,240EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$379,297BOYAmt
EOY$375,240EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$379,297BOYAmt
EOY$375,240EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE PROGRAMS, SERVICES AND SCHOLARSHIPS TO THE LOCAL, REGIONAL ANDINTERNATIONAL COMMUNITIES FOR THOSE IN NEED. ALSO TO PROMOTE HONESTY,INTEGRITY AND COMMUNITY SERVICE AMONG ITS MEMBERS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO PROVIDE FUNDING AND SUPPORT PROJECTS AND ORGANIZATIONS THAT ARE SCIENTIFIC, EDUCATIONAL OR CHARITABLE, AND TO FURTHER THE CHARITABLE GOALS OF THE SANTA ROSA SUNRISE ROTARY CLUB. THE FOUNDATION CONTINUES TO SUPPORT THE OPERATION OF A SURGICAL CENTER IN SABALOS, NICARAGUA THAT SERVES THE MEDICAL NEEDS OF THOUSANDS OF RESIDENTS IN THE AREA WHO WOULD OTHERWISE BE WITHOUT LIFE SAVING MEDICAL CARE.DescriptionProgramSrvcAccomTxt
Grants And Allocations$89,524GrantsAndAllocationsAmt
Program Service Expenses$89,524ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$89,524TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBRA ROBERTSON
PRESIDENT0.10$0$0$0
CYNTHIA GILLESPIE
PRESIDENT ELECT0.10$0$0$0
JACK STRANGE
PAST PRESIDENT0.10$0$0$0
DOUG SHUREEN
SECRETARY0.10$0$0$0
PENNY MILLAR
TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENNY MILLARBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1249 BOAS DRAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95403ZIPCd
FieldValueIRS element (for citing)
Phone7072918554PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$765,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,510CurrentTaxYearMinus1YearAmt
Current Tax Year$35,880CurrentTaxYearAmt
Total$970,510TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$765,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,510CurrentTaxYearMinus1YearAmt
Current Tax Year$35,880CurrentTaxYearAmt
Total$970,510TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$970,510PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$7,823CurrentTaxYearAmt
Total$7,823TotalAmt
FieldValueIRS element (for citing)
Total Support$978,333TotalSupportAmt
Gross Receipts Rltd Activities$350,402GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99200PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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)
Event1RAFFLEEvent1Nm
Gross Receipts Event1$65,300GrossReceiptsEvent1Amt
Charitable Contri Event1$8,000CharitableContriEvent1Amt
Gross Revenue Event1$57,300GrossRevenueEvent1Amt
Cash Prizes Event1$10,000CashPrizesEvent1Amt
Non Cash Prizes Event1$1,478NonCashPrizesEvent1Amt
Other Direct Expenses Event1$739OtherDirectExpensesEvent1Amt
Gross Receipts Total$65,300GrossReceiptsTotalAmt
Charitable Contributions Tot$8,000CharitableContributionsTotAmt
Gross Revenue Total Events$57,300GrossRevenueTotalEventsAmt
Cash Prizes Total Events$10,000CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,478NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$739OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,217DirectExpenseSummaryEventsAmt
Net Income Summary$45,083NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 7,823.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INTERNATIONAL AID. GRANTEE NAME: BRIGHTEN HAITI. GRANTEE ADDRESS: 19827 E REINS RD QUEEN CREEK, AZ 85142. AMOUNT GIVEN: 9,450.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: VARIOUS CHILDREN'S AND SENIOR SERVICES. GRANTEE NAME: SANTA ROSA SUNRISE ROTARY. GRANTEE ADDRESS: PO BOX 14953 SANTA ROSA, CA 95402. AMOUNT GIVEN: 53,738.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: INTERNATIONAL AID - NICARAGUA SURGERY CENTER. GRANTEE NAME: ST. MARK LUTHERAN CHURCH. GRANTEE ADDRESS: 4325 MAYETTE AVE SANTA ROSA, CA 95405. AMOUNT GIVEN: 12,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HIGH SCHOOL STUDENT ENRICHMENT. GRANTEE NAME: ELSIE ALLEN HIGH SCHOOL FOUNDATION. GRANTEE ADDRESS: PO BOX 4801 SANTA ROSA, CA 95402. AMOUNT GIVEN: 4,042.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: DRUG ABUSE PREVENTION. GRANTEE NAME: MICAH'S HUGS. GRANTEE ADDRESS: PO BOX 1 TOMALES, CA 94971. AMOUNT GIVEN: 8,300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FUNDS FOR POLIO RESEARCH AND PREVENTION. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 14280 COLLECTIONS DR CHICAGO, IL 60693. AMOUNT GIVEN: 1,794.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FIRE DISASTER AID. GRANTEE NAME: ROTARY DISTRICT 5000. GRANTEE ADDRESS: PO BOX 3325 HONOLULU, HI 96801. AMOUNT GIVEN: 200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 89,524.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INVESTMENT FEE. AMOUNT: 592. DESCRIPTION: TAXES. AMOUNT: 95. DESCRIPTION: SUPPLIES. AMOUNT: 602. DESCRIPTION: BANK FEES. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 1,319.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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