ROTARY 5950 FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROTARY 5950 FOUNDATION (EIN 20-1365543)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-22
IRS object ID
201412959349300041
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-10-22T14:23:21-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201365543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rotary 5950 FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone7635531604PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111251 Red Fox DriveAddressLine1
CityMaple GroveCity
StateMNState
ZIP Code55369ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN MICKELBERGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7635531604PhoneNum
Signature2014-10-22SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN MICKELBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14101 W 44th StreetAddressLine1
CityEdinaCity
StateMNState
ZIP Code55424ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$65,397GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.safewaterplus.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionProviding service and assistance to people in need within the State of Minnesota and throughout the world.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$47,820PYContributionsGrantsAmt
CY Contributions Grants$64,372CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$844PYInvestmentIncomeAmt
CY Investment Income$1,025CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$48,664PYTotalRevenueAmt
CY Total Revenue$65,397CYTotalRevenueAmt
PY Grants And Similar Paid$73,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$82,209CYGrantsAndSimilarPaidAmt
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$25PYOtherExpensesAmt
CY Other Expenses$265CYOtherExpensesAmt
PY Total Expenses$73,225PYTotalExpensesAmt
CY Total Expenses$82,474CYTotalExpensesAmt
PY Revenues Less Expenses-$24,561PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$17,077CYRevenuesLessExpensesAmt
Total Assets BOY$76,812TotalAssetsBOYAmt
Total Assets EOY$59,735TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,812NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,735NetAssetsOrFundBalancesEOYAmt
MissionProviding service and assistanceMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$23,000ExpenseAmt
Grant$23,000GrantAmt
DescFOUNDATION CONTINUES TO FOCUS ON FUNDING SAFE WATER SOURCES IN HAITI BY DRILLING WATER WELLS. APPROXIMATELY 210 WELLS HAVE BEEN DRILLED OR REPAIRED, ALONG WITH 1075 LATRINES TO PROVIDE SAFE WATER TO NEARLY 60,000 HAITIANS. ALSO, FUNDS WERE USED FOR BUILDING TWO SCHOOLS IN HAITI.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$23,265ExpenseAmt
Grant$23,265GrantAmt
DescADDITIONAL FOCUS IS TO WORK IN THE COMMUNITIES WHERE ROTARY CLUB SERVICE PROJECTS ARE ONGOING TO PROVIDE HANDS-ON ASSISTANCE TO PEOPLE IN NEED THROUGHOUT MINNESOTA AND THE WORLD. PROJECTS ORIGINATED IN MULTIPLE COMMUNITIES OF ROTARY DISTRICT 5950 COVERING WEST CENTRAL MINNESOTA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$35,944ExpenseAmt
Grant$35,944GrantAmt
DescADDITIONAL FOCUS IS TO ENHANCE THE ABILITY OF ROTARY INTERNATIONAL TO PROVIDE HUMANITARIAN ASSISTANCE TO PEOPLE THROUGHOUT THE WORLD. THE GRANT ALLOWS RI TO PROVIDE FUNDING FOR INTERNATIONAL EFFORTS TO PROVIDE BETTER SOURCES OF WATER TO MILLIONS OF PEOPLE IN SUB-SAHARAN AFRICA.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$82,209TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
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
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
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
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUE MICKELBERGPersonNm
Phone6127918317PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14101 W 44th StreetAddressLine1
CityEdinaCity
StateMNState
ZIP Code55424ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHUCK BERG
Secretary1.00Yes (X)Yes (X)$0$0$0
STEVE MATTSON
Director1.00Yes (X)$0$0$0
DAN O'BRIEN
President2.00Yes (X)Yes (X)$0$0$0
TIM MULCRONE
Director1.00Yes (X)$0$0$0
SUSAN MICKELBERG
Treasurer2.00Yes (X)Yes (X)$0$0$0
CAROL MACDONALD
Director1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$64,372AllOtherContributionsAmt
Total Contributions$64,372TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,025TotalRevenueColumnAmt
Exclusion$1,025ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,397TotalRevenueColumnAmt
Exclusion$1,025ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$82,209TotalAmt
Program Services$82,209ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$240TotalAmt
Program Services$0ProgramServicesAmt
Management And General$240ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMN state filing feeDesc
Total$25TotalAmt
Program Services$0ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$82,474TotalAmt
Program Services$82,209ProgramServicesAmt
Management And General$265ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$53,709BOYAmt
EOY$37,481EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,103BOYAmt
EOY$22,254EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,812BOYAmt
EOY$59,735EOYAmt

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$76,812BOYAmt
EOY$59,735EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,812BOYAmt
EOY$59,735EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,812BOYAmt
EOY$59,735EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$17,077ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
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 Minus4 Years$65,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$430,450CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,820CurrentTaxYearMinus1YearAmt
Current Tax Year$64,372CurrentTaxYearAmt
Total$698,105TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$430,450CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,820CurrentTaxYearMinus1YearAmt
Current Tax Year$64,372CurrentTaxYearAmt
Total$698,105TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$271,144SubstantialContributorsTotAmt
Public Support Total170$426,961PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$442CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,796CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$844CurrentTaxYearMinus1YearAmt
Current Tax Year$1,025CurrentTaxYearAmt
Total$5,450TotalAmt
FieldValueIRS element (for citing)
Total Support$703,555TotalSupportAmt
Public Support CY1700.60690PublicSupportCY170Pct
Public Support PY1700.61210PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held7DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$33,465DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$23,329DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$32,543DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Haiti Outreach
15119 Minnetonka BlvdMinnetonkaMN55345391671687501(c)3safe water
Rotary Intl foundation
1560 sherman AvenueEvanstonIL60201363245072501(c)3SafeWater&projects$66,406
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2Rotary 5950 Foundation communicates frequently with leadership of
Pt I Line 2Haiti Outreach and Rotary Intl Fdn. to discuss plans for safe water projects and
Pt I Line 2humanitarian efforts in Haiti and Africa. Regular contact allows the Board to
Pt I Line 2ensure that funds disbursed are advancing the program goals
Pt I Line 2set by the taxpayer.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 6Current presidents of Rotary District 5950 clubs are
Pt VI, Line 6voting members of the organization.
Pt VI, Line 7aCurrent presidents of Rotary District 5950 clubs annually
Pt VI, Line 7aelect members to the Board of the Rotary 5950 Foundation.
Pt VI, Line 11bForm 990 is prepared by an accountant not on the board
Pt VI, Line 11bbased on bank information provided. A draft of Form 990 is
Pt VI, Line 11bprovided to the Board for review, comment and corrections
Pt VI, Line 11bprior to filing.
Pt VI, Line 19Documents related to the governance of the entity and
Pt VI, Line 19Copies of Form 990 are provided upon written request.

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