LIMA ROTARY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LIMA ROTARY FOUNDATION (EIN 34-6573296)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-16
- IRS object ID
- 201602609349300815
- Schema version
- 2015v2.1
- 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 | 2016-09-16T13:23:40-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341641531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIELSCHOTT WALSH KEIFER & REGULA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 DEAN AVE | AddressLine1Txt |
| City | LIMA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 458043210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346573296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIMA ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIMA | BusinessNameControlTxt |
| Phone | 4192222001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 DEAN AVENUE | AddressLine1Txt |
| City | LIMA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARED T WALSH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4192222001 | PhoneNum |
| Signature | 2016-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACEY A REGULA CPA | PreparerPersonNm |
| PTIN | P00746912 | PTIN |
| Phone | 4192222001 | PhoneNum |
| Preparation | 2016-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JARED T WALSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 DEAN AVENUE | AddressLine1Txt |
| City | LIMA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $170,362 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE CASH GRANTS FOR EDUCATIONAL, CHARITABLE, AND BENEVOLENT PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $26,253 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,722 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,641 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,855 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,785 | PYOtherRevenueAmt |
| CY Other Revenue | $122,685 | CYOtherRevenueAmt |
| PY Total Revenue | $41,679 | PYTotalRevenueAmt |
| CY Total Revenue | $170,262 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $71,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,665 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,500 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,226 | PYOtherExpensesAmt |
| CY Other Expenses | $2,804 | CYOtherExpensesAmt |
| PY Total Expenses | $73,901 | PYTotalExpensesAmt |
| CY Total Expenses | $68,969 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,222 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $101,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $628,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $715,225 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $628,502 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $715,225 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE CASH GRANTS FOR EDUCATIONAL, CHARITABLE, AND BENEVOLENT PURPOSES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $64,665 | ExpenseAmt |
| Grant | $64,665 | GrantAmt |
| Desc | NO SERVICES ARE PROVIDED. THE LIMA ROTARY FOUNDATION MAKES CASH GRANTS FOR EDUCATIONA, CHARITABLE, AND BENEVOLENT PURPOSES. | Desc |
| Total Program Service Expenses | $64,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARED T WALSH | PersonNm |
| Phone | 4192222001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 DEAN AVENUE | AddressLine1Txt |
| City | LIMA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45804 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JARED T WALSH | |||||
| TREASURER | 3.00 | Yes (X) | $750 | $0 | $0 |
| DAVID COLLINS | |||||
| SECRETARY | 2.00 | Yes (X) | $750 | $0 | $0 |
| CYNTHIA WOOD | |||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT L SHAFER | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JEFF SPRAGUE | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| ANTHONY DEPALMA | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JAY WENGER | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DALE LEWELLEN | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JONALEE SCHMIDT | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JEFF FITZGERALD | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BUTCH KIRK | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| RICHARD WARREN | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,500 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $11,449 | MembershipDuesAmt |
| Government Grants | $12,273 | GovernmentGrantsAmt |
| Total Contributions | $23,722 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,394 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,461 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,461 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,461 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,785 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $100 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,685 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,855 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,665 | TotalAmt |
| Program Services | $37,665 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225 | TotalAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574 | TotalAmt |
| Management And General | $574 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PUBLIC RELATIONS | $1,126 | $1,126 |
| DUES & SUBSCRIPTIONS | $260 | $260 |
| FILING FEE | $200 | $200 |
| BANK SERVICE CHARGE | $69 | $69 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,969 | TotalAmt |
| Program Services | $64,665 | ProgramServicesAmt |
| Management And General | $4,304 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,299 | BOYAmt |
| EOY | $58,932 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,203 | BOYAmt |
| EOY | $656,293 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,502 | BOYAmt |
| EOY | $715,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,502 | BOYAmt |
| EOY | $715,225 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,502 | BOYAmt |
| EOY | $715,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,502 | BOYAmt |
| EOY | $715,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $101,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,570 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,722 | CurrentTaxYearAmt |
| Total | $92,015 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,179 | CurrentTaxYearAmt |
| Total | $326,134 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,901 | CurrentTaxYearAmt |
| Total | $418,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $418,149 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,855 | CurrentTaxYearAmt |
| Total | $57,744 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,855 | CurrentTaxYearAmt |
| Total | $57,744 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,756 | CurrentTaxYearAmt |
| Total | $475,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89450 | PublicSupportPY509Pct |
| Investment Income CY | 0.12000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $656,293 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $656,293 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | REX PERRY GOLF | Event1Nm |
| Gross Receipts Event1 | $68,468 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $68,468 | GrossRevenueEvent1Amt |
| Event2 | BLOOD CLINIC | Event2Nm |
| Gross Receipts Event2 | $32,304 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $32,304 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $100 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $22,013 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $22,013 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $122,785 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $122,785 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $100 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $122,685 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Cash GrantCashGrantAmt |
|---|
| RIVERWALK MAINT MOU |
| $5,164 |
| MESA |
| $5,790 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $27,000 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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