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ROTARY CLUB OF MOUNT SHASTA FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF MOUNT SHASTA FOUNDATION (EIN 68-0440147)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-04
- IRS object ID
- 201610359349200321
- Schema version
- 2014v6.0
- 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 | 2016-02-04T10:21:53-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aiello Goodrich & Teuscher Accountancy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 158 | AddressLine1Txt |
| City | Mt Shasta | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 960670158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680440147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF MOUNT SHASTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 5309263881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | MOUNT SHASTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN TEUSCHER | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Signature | 2016-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Logan Castle CPA | PreparerPersonNm |
| PTIN | P00739887 | PTIN |
| Phone | 5309263881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $73,325 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,909 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,399 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $61,017 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $32,683 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $28,334 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $40,642 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $56,935 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,464 | OtherExpensesTotalAmt |
| Total Expenses | $60,399 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$19,757 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $165,060 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$4,101 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $141,202 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,979 | BOYAmt |
| EOY | $159,501 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,941 | BOYAmt |
| EOY | $2,938 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,920 | BOYAmt |
| EOY | $162,439 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,860 | BOYAmt |
| EOY | $21,237 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,060 | BOYAmt |
| EOY | $141,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE FUNDING AND RESOURCES NECESSARY TO SUPPORT THE EDUCATIONAL SCHOLARSHIP AND PUBLIC SERVICE EFFORTS OF THE ROTARY CLUB OF MOUNT SHASTA, CALIFORNIA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SUPPORT FOR INTERNATIONAL PROJECTS INCLUDING RAIN HARVESTING IN AFRICA AND POLIO PLUS | $15,166 | $15,166 |
| YOUTH SERVICES, INCLUDING SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND SUPPORT OF LOCAL INTERACT CLUB | $8,699 | $8,699 |
| SUPPORT OF LOCAL COMMUNITY SERVICE PROJECTS AND ORGANIZATIONS | $36,534 | $33,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,399 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MERLE ANDERSON | ||
| President | 1.00 | $0 |
| MICHAEL SCHWEITZER | ||
| Treasurer | 1.00 | $0 |
| LINDA STREMEL | ||
| Past Secretary | 1.00 | $0 |
| AL SCHOENSTEIN | ||
| Vice President | 1.00 | $0 |
| MIKE RODRIGUEZ | ||
| MEMBER | 1.00 | $0 |
| GEOFF HARKNESS | ||
| MEMBER | 1.00 | $0 |
| LYNN TEUSCHER | ||
| MEMBER | 1.00 | $0 |
| TERRY TAFORO | ||
| Secretary | 1.00 | $0 |
| GREG JUELL | ||
| MEMBER | 1.00 | $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 | LYNN TEUSCHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 158 | AddressLine1Txt |
| City | MOUNT SHASTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5309263881 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,909 | CurrentTaxYearAmt |
| Total | $93,448 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,909 | CurrentTaxYearAmt |
| Total | $93,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $93,448 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,399 | CurrentTaxYearAmt |
| Total | $24,613 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,061 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $238,018 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CASTLE CRAG BIKE RALLY | Event1Nm |
| Gross Receipts Event1 | $36,050 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,050 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,509 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $400 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,414 | OtherDirectExpensesEvent1Amt |
| Event2 | BLACKBERRY FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $20,702 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $20,702 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,648 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,580 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,881 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $56,752 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $56,752 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,157 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,980 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,295 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,632 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,120 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: INTERNATIONAL PROJECTS | Donee's Name: ROTARY INTERNATIONAL | Donee's Address: 1560 SHERMAN AVENUE EVANSTON, IL 60201 | Relationship of Donee: WORLD HEADQUARTERS | Cash Amount Given: $7720 |
| Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: INTERNATIONAL PROJECTS | Donee's Name: SAVE THE RAIN, INC. | Donee's Address: PO BOX 1510 MOUNT SHASTA, CA 96067 | Relationship of Donee: NONE | Cash Amount Given: $7446 |
| Grants and Similar Amounts Paid In Excess of $5,000.10 | Class of Activity: CHARITABLE | Donee's Name: THE SISKIYOU LAND TRUST | Donee's Address: PO BOX 183 MOUNT SHASTA, CA 96067 | Relationship of Donee: NONE | Cash Amount Given: $12500 |
| Grants and Similar Amounts Paid In Excess of $5,000.12 | Class of Activity: CHARITABLE | Donee's Name: MERCY FOUNDATION NORTH | Donee's Address: 914 PINE STREET MOUNT SHASTA, CA 96067 | Relationship of Donee: NONE | Cash Amount Given: $10736 |
| Other Expenses.1002 | Office Expenses $145 |
| Other Expenses.1 | HIGH SCHOOL INTERACT CLUB $1662 |
| Other Expenses.2 | INVESTMENT FEES $1657 |
| Other Assets.1005 | Accounts Receivable - Beginning $7941 Accounts Receivable - Ending $2938 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $18751 Accounts Payable and Accrued Expenses - Ending $18128 |
| Total Liabilities.1 | LIBRARY FUND - Beginning $3109 LIBRARY FUND - Ending $3109 |