BREAKFAST ROTARY CHAR FDN: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BREAKFAST ROTARY CHAR FDN (EIN 36-4179261)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201323189349200937
- Schema version
- 2012v2.3
- 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 | 2013-11-14T10:12:39-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDER CASELLA & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 W OLD NORTHWEST HWY SUITE 102 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364179261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREAKFAST ROTARY CHARITABLE FOUNDAT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BREA | NameControl |
| Phone | 8473823366 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WESTLAKE DRIVE | AddressLine1 |
| City | SOUTH BARRINGTON | City |
| State | IL | State |
| ZIP Code | 600105332 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY SWISHER | Name |
| Title | TREASURER | Title |
| Phone | 8473823366 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE L DERCOLE | Name |
| Phone | 8473823366 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 89846 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 30171 | ContributionsGiftsGrantsEtc |
| Investment Income | 616 | InvestmentIncome |
| Fundraising Gross Income | 59059 | FundraisingGrossIncome |
| Special Events Direct Expenses | 28665 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 30394 | SpecialEventsNetIncomeLoss |
| Total Revenue | 61181 | TotalRevenue |
| Grants And Similar Amounts Paid | 14403 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 400 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 178 | OtherExpensesTotal |
| Total Expenses | 14981 | TotalExpenses |
| Excess Or Deficit For Year | 46200 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 80254 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 126454 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74333 | BOY |
| EOY | 108707 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5921 | BOY |
| EOY | 18395 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80254 | BOY |
| EOY | 127102 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 648 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80254 | BOY |
| EOY | 126454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | SERVICE ABOVE SELF | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES. | 9403 | 9403 |
| THE ORGANIZATION PROVIDES SEVERAL SCHOLARSHIPS ANNUALLY | 5000 | 5000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 14403 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| SUZANNE GIBSON | ||
| PRESIDENT | 4.00 | 0 |
| KELLY SWISHER | ||
| TREASURER | 4.00 | 0 |
| ELIZABETH MCGRATH | ||
| SECRETARY | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KELLY SWISHER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 W OLD NORTHWEST HIGHWAY 102 | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8473823366 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 30388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30171 | CurrentTaxYear |
| Total | 113601 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 12483 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59059 | CurrentTaxYear |
| Total | 132541 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 42871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89230 | CurrentTaxYear |
| Total | 246142 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 246142 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 616 | CurrentTaxYear |
| Total | 1577 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 616 | CurrentTaxYear |
| Total | 1577 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 43286 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65867 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89846 | CurrentTaxYear |
| Total | 247719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99360 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99390 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL RENDEZVO | NameOfEvent1 |
| Gross Receipts Event1 | 50215 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 873 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 49342 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 5000 | CashPrizesEvent1 |
| Food And Beverage Event1 | 11663 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1065 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TRICK OR TREAT | NameOfEvent2 |
| Gross Receipts Event2 | 5865 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 50 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5815 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 1843 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 2086 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 2175 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 56080 | GrossReceiptsTotal |
| Charitable Contributions Total | 923 | CharitableContributionsTotal |
| Gross Revenue Total Events | 55157 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5000 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1843 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2086 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11663 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 3240 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25132 | DirectExpenseSummaryEvents |
| Net Income Summary | 30025 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ANNUAL FILING FEE 25 PRINTING AND COPYING 77 SERVICE CHARGES 76 TOTAL 178 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | MICRO LOANS OUTSTANDING 5,921 13,585 DUE FROM ROTARY CLUB 0 4,810 TOTAL 5,921 18,395 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | PASS THROUGH DONATIONS PAYABLE 0 648 |
| FIRST ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 28 | THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES. |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| SUZANNE GIBSON |
| KELLY SWISHER |
| ELIZABETH MCGRATH |
Comments