SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC (EIN 95-3666739)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-09
- IRS object ID
- 201503139349200125
- Schema version
- 2014v5.0
- 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 | 2015-11-09T11:40:19-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 COUNTY SQUARE DR STE 102 | AddressLine1Txt |
| City | VENTURA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930035407 | 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 | 953666739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA PAULA ROTARY SCHOLARSHIP FOUNDATIO | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1Txt |
| City | SANTA PAULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE FALLINI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thanhien Hien Nguyen CPA | PreparerPersonNm |
| PTIN | P00378817 | PTIN |
| Phone | 8056505915 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 |
| Gross Receipts | $70,409 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,245 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $41,164 | 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 | $70,409 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $22,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $984 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $67 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,980 | OtherExpensesTotalAmt |
| Total Expenses | $27,031 | TotalExpensesAmt |
| Excess Or Deficit For Year | $43,378 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $365,628 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$30,445 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $378,561 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,628 | BOYAmt |
| EOY | $378,561 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,628 | BOYAmt |
| EOY | $378,561 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,628 | BOYAmt |
| EOY | $378,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide a means whereby gifts, devises, and bequests may be collectively and permanently held, managed, and distributed to provide scholarships for worthy and needy students | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | During this fiscal period we awarded scholarships to nine Santa Paula High School students amounting to $22,000 | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $22,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $22,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CARLOS JUAREZ | ||
| Director | 1.00 | $0 |
| CHRIS BARTELSON | ||
| Director | 1.00 | $0 |
| GUY COLE | ||
| Director | 1.00 | $0 |
| PETE FALLINI | ||
| Treasurer | 2.00 | $0 |
| RICK ARAIZA | ||
| Director | 1.00 | $0 |
| JUDY PHELPS | ||
| Director | 1.00 | $0 |
| CHRIS WILSON | ||
| President | 3.00 | $0 |
| JAN MARHOLIN | ||
| Director | 1.00 | $0 |
| SCOTT DUNBAR | ||
| Director | 1.00 | $0 |
| MARIA BOMBARA | ||
| Secretary | 8.00 | $0 |
| GINGER GHERARDI | ||
| Director | 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 | PETE FALLINI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1Txt |
| City | SANTA PAULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055252238 | 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 | $45,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,745 | CurrentTaxYearAmt |
| Total | $196,867 | 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 | $45,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,745 | CurrentTaxYearAmt |
| Total | $196,867 | 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 | $196,867 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,164 | CurrentTaxYearAmt |
| Total | $80,251 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,909 | CurrentTaxYearAmt |
| Total | $277,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71040 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | FUND MANAGEMENT $5445 |
| Other Expenses.3 | REGISTRATION FEES $35 |
| Other Expenses.4 | ACCRUAL TO CASH ADJ $-1500 |
Comments