SHERIDAN ROTARY FOUNDATION INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHERIDAN ROTARY FOUNDATION INC (EIN 83-0316748)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-04
- IRS object ID
- 202513089349201141
- Schema version
- 2024v5.0
- 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 | 2025-11-04T11:26:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861986010 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY M MARSHALL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 N SCOTT ST STE 5 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830316748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERIDAN ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 3076555071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 997 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN HARTJE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3076555071 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M MARSHALL CPA CVA | PreparerPersonNm |
| PTIN | P01267206 | PTIN |
| Phone | 3076555071 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $160,022 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $64,497 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,157 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $45,508 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $42,441 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $3,067 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $45,860 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,596 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $35,264 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $106,985 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $89,880 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,849 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $770 | OtherExpensesTotalAmt |
| Total Expenses | $92,499 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,486 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $200,798 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $15,098 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $230,382 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,798 | BOYAmt |
| EOY | $230,382 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,798 | BOYAmt |
| EOY | $230,382 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,798 | BOYAmt |
| EOY | $230,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CHARITY AND EDUCATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | MISCELLANEOUS CHARITABLE WORKS-TO INCLUDE FINANCIAL ASSISTANCE AND AID TO LOCAL FIRE DISTRICTS, DISASTER RELIEF, FINANCIAL ASSISTANCE TO LOCAL NON- PROFIT CHARITIES, AND 4 SCHOLARSHIPS TO AREA YOUTH. HUNDREDS OF PEOPLE POSITIVELY AFFECTED. SHERIDAN, WYOMING HAD A FEDERALLY DECLARED DISASTER DESIGNATION. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $92,499 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $92,499 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LYNN HARTJE | ||
| TREASURER | 0.50 | $0 |
| JOHN GROTE | ||
| VICE PRESIDE | 0.50 | $0 |
| HOLLAND DUELL | ||
| DIRECTOR | 0.50 | $0 |
| JIM BENEPE | ||
| PRESIDENT | 0.50 | $0 |
| GARY DOBNEY | ||
| DIRECTOR | 0.50 | $0 |
| CHRISTINE DIETERICH | ||
| DIRECTOR | 0.50 | $0 |
| MEGAN POWERS | ||
| DIRECTOR | 0.50 | $0 |
| DAVID ALDEN | ||
| EMERITUS | 0.50 | $0 |
| ROB FORISTER | ||
| DIRECTOR | 0.50 | $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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN HARTJE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 997 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076555071 | 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 | $60,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,497 | CurrentTaxYearAmt |
| Total | $255,223 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $45,860 | CurrentTaxYearAmt |
| Total | $45,860 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44 | CurrentTaxYearMinus2YearsAmt |
| Total | $49 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,357 | CurrentTaxYearAmt |
| Total | $301,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $301,132 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,157 | CurrentTaxYearAmt |
| Total | $14,262 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,157 | CurrentTaxYearAmt |
| Total | $14,262 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,514 | CurrentTaxYearAmt |
| Total | $315,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94370 | PublicSupportPY509Pct |
| Investment Income CY | 0.05000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FISHING DERBY | Event1Nm |
| Gross Receipts Event1 | $45,860 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,860 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,596 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $45,860 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $45,860 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,596 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,596 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,264 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 40,000 RELATIONSHIP: NONE |
| FORM 990-EZ, PART I, LINE 10 | NAME: CLEARMONT FIRE DISTRICT ADDRESS: PO BOX 126 CLEARMONT, WY 82835 CASH CONTRIBUTION: 5,970 NAME: DAYTON FIRE & RESCUE ADDRESS: PO BOX 100 DAYTON, WY 82836 CASH CONTRIBUTION: 5,970 NAME: VARIOUS ADDRESS: VARIOUS SHERIDAN, WY 82801 CASH CONTRIBUTION: 25,190 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 770 TOTAL 770 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAINS 15,098 |
| FORM 990-EZ, PART III, LINE 28 | MISCELLANEOUS CHARITABLE WORKS-TO INCLUDE FINANCIAL ASSISTANCE AND AID TO LOCAL FIRE DISTRICTS, DISASTER RELIEF, FINANCIAL ASSISTANCE TO LOCAL NON- PROFIT CHARITIES, AND 4 SCHOLARSHIPS TO AREA YOUTH. HUNDREDS OF PEOPLE POSITIVELY AFFECTED. SHERIDAN, WYOMING HAD A FEDERALLY DECLARED DISASTER DESIGNATION. |
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