PLANO ROTARY FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PLANO ROTARY FOUNDATION (EIN 75-2868619)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-08
IRS object ID
201511289349301686
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-05-08T11:47:57-07:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLOOMER & SHOWALTER CPA'S PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1925 22ND ST STE 100AddressLine1
CityPLANOCity
StateTXState
ZIP Code750745570ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752868619EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANO ROTARY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPLANBusinessNameControlTxt
Phone9725962585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 864316AddressLine1
CityPLANOCity
StateTXState
ZIP Code75086ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIRK BELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9725962585PhoneNum
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLB SHOWALTERPreparerPersonNm
Phone9724237468PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLYNN SCHWARTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11417 AMAZONAddressLine1
CityPLANOCity
StateTXState
ZIP Code75075ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$55,112GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionPROVIDE MONIES FOR COMMUNITYActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$23,146PYContributionsGrantsAmt
CY Contributions Grants$39,105CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,230PYInvestmentIncomeAmt
CY Investment Income$3,282CYInvestmentIncomeAmt
PY Other Revenue$15,849PYOtherRevenueAmt
CY Other Revenue$6,926CYOtherRevenueAmt
PY Total Revenue$41,225PYTotalRevenueAmt
CY Total Revenue$49,313CYTotalRevenueAmt
PY Grants And Similar Paid$17,861PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$64,155CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$695PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$18,556PYTotalExpensesAmt
CY Total Expenses$64,155CYTotalExpensesAmt
PY Revenues Less Expenses$22,669PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,842CYRevenuesLessExpensesAmt
Total Assets BOY$117,328TotalAssetsBOYAmt
Total Assets EOY$102,486TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$117,328NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$102,486NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE MONIES FOR COMMUNITYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,000ExpenseAmt
DescPLANO INDEPENDENT SCHOOL DISTRICT ACADEMYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,128ExpenseAmt
DescPLANO CHILDREN'S MEDICAL CLINICDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,000ExpenseAmt
DescCOLLIN COLLEGE SCHOLARSHIPDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$28,027ExpenseAmt
DescMISC PROGRAMSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$28,027TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$64,155TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKAREN SHELDONPersonNm
Phone2148535695PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 864316AddressLine1
CityPLANOCity
StateTXState
ZIP Code75086ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LYNN SCHWARTZ
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
KYLE WALTERS
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVE MCWHORTER
SECRETARY0.00Yes (X)Yes (X)$0$0$0
PAM LITTLE
TREASURER0.00Yes (X)Yes (X)$0$0$0
BEN CRIST
DIRECTOR0.00Yes (X)$0$0$0
RICK HORNE
DIRECTOR0.00Yes (X)$0$0$0
KARLA OLIVER
DIRECTOR0.00Yes (X)$0$0$0
EARNEST BURKE
DIRECTOR0.00Yes (X)$0$0$0
KIRK BELL
DIRECTOR0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$39,105AllOtherContributionsAmt
Total Contributions$39,105TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,282TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,725FundraisingGrossIncomeAmt
Fundraising Direct Expenses$5,799FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,926TotalRevenueColumnAmt
Exclusion$6,926ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,313TotalRevenueColumnAmt
Related Or Exempt Func Income$3,282RelatedOrExemptFuncIncomeAmt
Exclusion$6,926ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$64,155TotalAmt
Program Services$64,155ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$64,155TotalAmt
Program Services$64,155ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$49BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$117,279BOYAmt
EOY$102,486EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$117,328BOYAmt
EOY$102,486EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$117,328BOYAmt
EOY$102,486EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,328BOYAmt
EOY$102,486EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,328BOYAmt
EOY$102,486EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$14,842ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,146CurrentTaxYearMinus1YearAmt
Current Tax Year$39,105CurrentTaxYearAmt
Total$72,214TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,146CurrentTaxYearMinus1YearAmt
Current Tax Year$39,105CurrentTaxYearAmt
Total$72,214TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$72,214PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31CurrentTaxYearMinus3YearsAmt
Total$82TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$12,994CurrentTaxYearMinus3YearsAmt
Total$12,994TotalAmt
FieldValueIRS element (for citing)
Total Support$85,290TotalSupportAmt
Public Support CY1700.84670PublicSupportCY170Pct
Public Support PY1700.73670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt II Line 10Description: NET REVENUE FROM
Pt II Line 10Description: FUND RAISERS
Pt II Line 102010: 12994.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
PLANO ISD EDUCATION FOUNDATION
2700 W 15 TH STREETPLANOTX75075752481906501 C 3$20,000FINANCIAL ASSISTANCE
PLANO CHILDREN'S MEDICAL
1407 14TH STREETPLANOTX75074752391166501 C 3$10,121FINANCIAL ASSISTANCE
COLLIN COLLEGE SCHOLARSHIPS
3542 SPUR 399 SUITE 429MCKINNEYTX75069752235755501 C 3$6,000FINANCIAL AID

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationTHE DIRECTORS REVIEW ANY REQUEST FOR FUNDINGExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bDIRECTOR'S ARE GIVEN A COPY OF FORM 990 TO REVIEW BEFORE FILING
Pt VI, Line 19UPON REQUEST
Pt VI, Line 8aMINUTES OF BOARD OF DIRECTOR'S MEETINGS
Pt VI, Line 8bCOMMITTE ACTIONS ARE REFLECTED IN BOARD MEETINGS
Form 990, Part III, Line 4dMISC PROGRAMS 28027. 0. 0.

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