WOODLAND SUNRISE ROTARY FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WOODLAND SUNRISE ROTARY FOUNDATION (EIN 68-0438353)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-08
IRS object ID
201740399349200514
Schema version
2015v3.0
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)
Return2017-02-08T08:29:04-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-02-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M MARTINPreparerPersonNm
PTINP00036937PTIN
Phone5306623911PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$69,084GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$7,102ContributionsGiftsGrantsEtcAmt
Investment Income$4,502InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$57,480FundraisingGrossIncomeAmt
Special Events Direct Expenses$13,233SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$44,247SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$55,851TotalRevenueAmt
Grants And Similar Amounts Paid$44,019GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,097FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$102OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$102PrintingPublicationsPostageAmt
Other Expenses Total$2,587OtherExpensesTotalAmt
Total Expenses$47,907TotalExpensesAmt
Excess Or Deficit For Year$7,944ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$221,792NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$229,736NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$221,792BOYAmt
EOY$229,736EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$221,792BOYAmt
EOY$229,736EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$221,792BOYAmt
EOY$229,736EOYAmt
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$40,019GrantsAndAllocationsAmt
Program Service Expenses$40,019ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$40,019TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TOM GALEAZZI
Director1.00$0
LYNN JEPSEN
Secretary2.00$0
LYNN JEPSEN
Treasurer2.00$0
TOM SCARLETT
Director1.00$0
JULIA LARSON
President1.00$0
DON SHARP
Vice President2.00$0
JOHN SMYTHE
Director1.00$0
JOHN BEATTY
Director1.00$0
CAROL SOUZA COLE
Director1.00$0
ERIC ENGSTROM
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$13,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,926CurrentTaxYearMinus1YearAmt
Current Tax Year$7,102CurrentTaxYearAmt
Total$68,516TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,665CurrentTaxYearMinus1YearAmt
Current Tax Year$57,480CurrentTaxYearAmt
Total$256,581TotalAmt

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$50,216CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,002CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,591CurrentTaxYearMinus1YearAmt
Current Tax Year$64,582CurrentTaxYearAmt
Total$325,097TotalAmt

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$325,097PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$956CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$347CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245CurrentTaxYearMinus1YearAmt
Current Tax Year$4,502CurrentTaxYearAmt
Total$6,369TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$956CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$347CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245CurrentTaxYearMinus1YearAmt
Current Tax Year$4,502CurrentTaxYearAmt
Total$6,369TotalAmt

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$51,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,053CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,321CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,836CurrentTaxYearMinus1YearAmt
Current Tax Year$69,084CurrentTaxYearAmt
Total$331,466TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98080PublicSupportCY509Pct
Public Support PY5090.99080PublicSupportPY509Pct
Investment Income CY0.01920InvestmentIncomeCYPct
Investment Income PY0.00920InvestmentIncomePYPct
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$57,530GrossReceiptsEvent1Amt
Charitable Contri Event1$50CharitableContriEvent1Amt
Gross Revenue Event1$57,480GrossRevenueEvent1Amt
Cash Prizes Event1$2,750CashPrizesEvent1Amt
Rent Facility Costs Event1$3,045RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,310FoodAndBeverageEvent1Amt
Entertainment Event1$680EntertainmentEvent1Amt
Other Direct Expenses Event1$2,448OtherDirectExpensesEvent1Amt
Gross Receipts Total$57,530GrossReceiptsTotalAmt
Charitable Contributions Tot$50CharitableContributionsTotAmt
Gross Revenue Total Events$57,480GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,750CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,045RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,310FoodAndBeverageTotalEventsAmt
Entertainment Total Events$680EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,448OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,233DirectExpenseSummaryEventsAmt
Net Income Summary$44,247NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.10Class of Activity: DANCE FLOOR CLASSROOM | Donee's Name: WOODLAND OPERA HOUSE | Donee's Address: 340 2ND STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.14Class of Activity: PERSONAL ITEMS FOR BAGS | Donee's Name: FOSTER KIDS EMANCIPATION BAGS | Donee's Address: 530 SECOND STREET WOODLAND CA 95695 | Relationship of Donee: NONE | Cash Amount Given: $7110
Other Expenses.1002Office Expenses $100
Other Expenses.1012Insurance $1126
Other Expenses.1BANK CHARGES $905
Other Expenses.2WEBSITE MAINTENANCE $431
Other Expenses.4TAXES $25

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