BILLINGS ROTARY FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BILLINGS ROTARY FOUNDATION (EIN 20-4048858)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201303179349202780
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T17:35:11-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204048858 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLINGS ROTARY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BILL | NameControl |
| Phone | 4062455136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1491 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591031491 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARRELL E EHRLICK | Name |
| Title | TREASURER | Title |
| Phone | 4062455136 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 168816 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 47952 | ContributionsGiftsGrantsEtc |
| Investment Income | 9636 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 109442 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 108411 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 1031 | GainOrLossFromSaleOfAssets |
| Other Revenue Total | 1786 | OtherRevenueTotal |
| Total Revenue | 60405 | TotalRevenue |
| Grants And Similar Amounts Paid | 37780 | GrantsAndSimilarAmountsPaid |
| Other Expenses Total | 5607 | OtherExpensesTotal |
| Total Expenses | 43387 | TotalExpenses |
| Excess Or Deficit For Year | 17018 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 367079 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 26130 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 410227 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5826 | BOY |
| EOY | 18511 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361253 | BOY |
| EOY | 392184 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367079 | BOY |
| EOY | 410695 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 468 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367079 | BOY |
| EOY | 410227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE BILLINGS ROTARY CLUB IN ITS EFFORTS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AMONG ITS' MEMBERS TO SERVE ITS' COMMUNITY AND SOCIETY. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| MANAGE AND ADMINISTER THE GERHARD AND FERN HARTMAN SCHOLARSHIP FUND CONSISTENT WITH THE INTENT OF THE DONORS, WHICH IS TO PROVIDE GRADUATING HIGH SCHOOL STUDENTS ASSISTANCE TO PURSUE A COLLEGE EDUCATION, WHICH SHALL INCLUDE ASSISTANCE FOR TUITION, BOOKS, ROOM AND BOARD AT THE SCHOOL OF THE STUDENTS CHOICE. | 0 | 7500 |
| RAISE FUNDS TO PROVIDE THANKSGIVING AND CHRISTMAS FOOD BASKETS TO THE NEEDY THROUGH FAMILY SERVICE, INC. (AN UNRELATED 501(C)(3)). | 0 | 30280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 37780 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| ALLAN KARELL | ||||
| DIRECTOR | 0.25 | 0 | 0 | 0 |
| DARRELL E EHRLICK | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| ROBERT G MICHELOTTI JR | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| KRISTIE ASAY | ||||
| DIRECTOR | 0.25 | 0 | 0 | 0 |
| MARILYNN MILLER | ||||
| DIRECTOR | 0.25 | 0 | 0 | 0 |
| JIM BERVE | ||||
| DIRECTOR | 0.25 | 0 | 0 | 0 |
| TODD VRALSTED | ||||
| DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARRELL EHRLICK CPA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1491 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4062455136 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47952 | CurrentTaxYear |
| Total | 160334 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47952 | CurrentTaxYear |
| Total | 160334 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 160334 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13079 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11422 | CurrentTaxYear |
| Total | 56322 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 216656 | TotalSupport |
| Public Support Pertcentage170 | 0.74000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | DIVIDEND INCOME 9,635.. INTEREST INCOME 1.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,636. |
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: OIL & GAS ROYALTIES . AMOUNT: 1,783. DESCRIPTION: MISCELLANEOUS INCOME . AMOUNT: 3. TOTAL TO FORM 990-EZ, LINE 8: 1,786. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: FOOD BASKETS. GRANTEE NAME: FAMILY SERVICE, INC.. GRANTEE ADDRESS: 1824 1ST AVENUE NORTH BILLINGS, MT 59101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 30,280. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: ROCKY MOUNTAIN COLLEGE. GRANTEE ADDRESS: 1511 POLY DRIVE BILLINGS, MT 59102. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 37,780. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK FEES . AMOUNT: 4,955. DESCRIPTION: PRODUCTION TAXES . AMOUNT: 115. DESCRIPTION: OTHER COSTS . AMOUNT: 494. DESCRIPTION: FOREIGN TAXES . AMOUNT: 43. TOTAL TO FORM 990-EZ, LINE 16: 5,607. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 26,130. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: STATE TAX RECEIVABLE . BEG. OF YEAR AMOUNT: 63. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECUR . BEG. OF YEAR AMOUNT: 361,190. END OF YEAR AMOUNT: 392,184. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ANNUITY LIABILITY . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 468. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |
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