HUDSON ROTARY FOUNDATION INC: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON ROTARY FOUNDATION INC (EIN 34-1856507)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-12
- IRS object ID
- 201632569349200113
- 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 | 2016-09-12T09:08:21-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205135806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARFIELD & COMPANY CPAS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 581 BOSTON MILLS RD STE 100 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 442361193 | 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 | 341856507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 3306652312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2260 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG TALLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3306652312 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD K WARFIELD | PreparerPersonNm |
| PTIN | P00041516 | PTIN |
| Phone | 3306551395 | PhoneNum |
| Preparation | 2016-08-02 | PreparationDt |
| 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 | WWW.HUDSONROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $119,330 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,130 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,232 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $18,336 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $22,759 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$4,423 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $79,632 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $27,927 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $51,705 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $68,644 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $42,913 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,914 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $66 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $497 | OtherExpensesTotalAmt |
| Total Expenses | $46,390 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,254 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $190,063 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$156 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $212,161 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,063 | BOYAmt |
| EOY | $212,161 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,063 | BOYAmt |
| EOY | $212,161 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,063 | BOYAmt |
| EOY | $212,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO MAKE CHARITABLE CONTRIBUTIONS TO HUDSON AREA HIGH SCHOOL STUDENTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| GRANTS TO NFP ORGANIZATIONS | $30,413 | $30,413 |
| SCHOLARSHIPS | $12,500 | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $42,913 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOE AVELLA | ||
| TRUSTEE | 4.00 | $0 |
| ALISON PFEISTER | ||
| CLUB MEMBER | 4.00 | $0 |
| DAN WILLIAMS | ||
| TRUSTEE | 4.00 | $0 |
| ART LAFOUNTAIN | ||
| TRUSTEE | 4.00 | $0 |
| ROSANNE DRAKE | ||
| VICE PRESIDE | 4.00 | $0 |
| PHIL WARBURTON | ||
| TRUSTEE | 4.00 | $0 |
| GEORGE SNIDER | ||
| TRUSTEE | 4.00 | $0 |
| CRAIG TALLMAN | ||
| PRESIDENT | 4.00 | $0 |
| LARRY STANTON | ||
| SECRETARY | 4.00 | $0 |
| KATHRYN SINES | ||
| TREASURER | 4.00 | $0 |
| DONNA KASTNER | ||
| TRUSTEE | 4.00 | $0 |
| RICH WARFIELD | ||
| TRUSTEE | 4.00 | $0 |
| DEN RICH | ||
| CLUB MEMBER | 4.00 | $0 |
| JIM YOUNG | ||
| CLUB MEMBER | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARFIELD & COMPANY CPAS LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 581 BOSTON MILLS RD SUITE 100 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3306551395 | 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 |
| 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 |
| 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 | $1,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,130 | CurrentTaxYearAmt |
| Total | $29,055 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,632 | CurrentTaxYearAmt |
| Total | $343,001 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,762 | CurrentTaxYearAmt |
| Total | $372,056 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,800 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $370,256 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,232 | CurrentTaxYearAmt |
| Total | $4,404 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,232 | CurrentTaxYearAmt |
| Total | $4,404 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,994 | CurrentTaxYearAmt |
| Total | $376,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98350 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98410 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $70,554 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $70,554 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $25,127 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $8,752 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $8,752 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,800 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $79,306 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $79,306 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,927 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,927 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,379 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | SEE ATTACHED LIST 12,500 0 0 30,413 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 497 TOTAL 497 |
| FORM 990-EZ, PART I, LINE 20 | FAIR MARKET VALUE CUMM ADJUST -156 |
| FORM 990-EZ, PART III | TO MAKE CHARITABLE CONTRIBUTIONS TO HUDSON AREA HIGH SCHOOL STUDENTS |
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