HEALDSBURG ROTARY SCHOLARSHIP FUND: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEALDSBURG ROTARY SCHOLARSHIP FUND (EIN 20-4779014)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-08
- IRS object ID
- 201623139349200882
- Schema version
- 2015v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T12:24:59-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goranson and Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 College Avenue First Floor | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204779014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healdsburg Rotary Scholarship Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7074730838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 671 | AddressLine1Txt |
| City | Healdsburg | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Anderson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan E Goranson | PreparerPersonNm |
| PTIN | P00049464 | PTIN |
| Phone | 7075421256 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $83,265 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $55,415 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $27,850 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $83,265 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $26,350 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $250 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $26,600 | TotalExpensesAmt |
| Excess Or Deficit For Year | $56,665 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $386,715 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$14,517 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $428,863 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,715 | BOYAmt |
| EOY | $428,863 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,715 | BOYAmt |
| EOY | $428,863 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,715 | BOYAmt |
| EOY | $428,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO RESIDE WITHIN THE HEALDSBURG UNIFIED HIGH SCHOOL DISTRICT FOR POST SECONDARY (COLLEGE OR TRADE SCHOOL) EDUCATION AND RELATED EXPENSES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | FUNDS PROVIDED FOR HIGHER EDUCATION OF SCHOLARSHIP RECIPIENTS | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $26,600 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,600 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| David Anderson | ||
| President | 2.00 | $0 |
| Max Dunn | ||
| Secretary | 2.00 | $0 |
| Wally Schultz | ||
| Director | 2.00 | $0 |
| John Avakian | ||
| Vice President | 2.00 | $0 |
| Gary Anderson | ||
| Treasurer | 2.00 | $0 |
| Kate Buchannan | ||
| Director | 2.00 | $0 |
| Tom Colbert | ||
| Director | 2.00 | $0 |
| Gloria Egger | ||
| Director | 2.00 | $0 |
| Lynda Gunthrie | ||
| Director | 2.00 | $0 |
| John Hazlett | ||
| Director | 2.00 | $0 |
| Jean Herschede | ||
| Director | 2.00 | $0 |
| Rob Jacobi | ||
| Director | 2.00 | $0 |
| Grady Wann | ||
| Director | 2.00 | $0 |
| Al Loebel | ||
| Director | 2.00 | $0 |
| Kent Mitchell | ||
| Director | 2.00 | $0 |
| Rich Bottarini | ||
| Director | 2.00 | $0 |
| Henk Peeters | ||
| Director | 2.00 | $0 |
| Dave Kenady | ||
| Director | 2.00 | $0 |
| Brent Stanley | ||
| Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Anderson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 671 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075291590 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $37,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,415 | CurrentTaxYearAmt |
| Total | $202,348 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,415 | CurrentTaxYearAmt |
| Total | $202,348 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $202,348 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,849 | CurrentTaxYearAmt |
| Total | $34,925 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,849 | CurrentTaxYearAmt |
| Total | $34,925 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,264 | CurrentTaxYearAmt |
| Total | $237,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99800 | PublicSupportPY509Pct |
| Investment Income CY | 0.14720 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grants and Similar Amounts Paid In Excess of $5,000.1 | FormAndLineReferenceDesc |
| Explanation | Class of Activity: scholarship | Donee's Name: EDUCATIONAL SCHOLARSHIPS | Donee's Address: Various Various CA 95448 | Relationship of Donee: None | Cash Amount Given: $26350 | ExplanationTxt |