ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-24
- IRS object ID
- 202540559349200889
- Schema version
- 2023v6.0
- 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 | 2025-02-24T10:39:41-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472528611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIZANIS & LISCOMBE EAS INCORPORATED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 E GRAND AVENUE | AddressLine1Txt |
| City | ARROYO GRANDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770539435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF PISMO BEACH FIVE CITIES | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8054812280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1835 | AddressLine1Txt |
| City | PISMO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE ANN LISCOMBE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee Ann Liscombe | PreparerPersonNm |
| PTIN | P00103843 | PTIN |
| Phone | 8054812280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $56,412 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,590 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $9,034 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $43,788 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $29,499 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $14,289 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $26,913 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $10,600 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $226 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $140 | OtherExpensesTotalAmt |
| Total Expenses | $10,966 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,947 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $255,543 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $13,173 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $284,663 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,773 | BOYAmt |
| EOY | $284,363 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $300 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,273 | BOYAmt |
| EOY | $284,663 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,543 | BOYAmt |
| EOY | $284,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | LITERACY, EDUCATION AND COMMUNITY SUPPORT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THREE COLLEGE SCHOLARSHIPS TO STUDENTS TO FURTHER THEIR EDUCATION | $5,000 | $5,000 |
| CONTRIBUTION TO ALLAN HONCOCK COLLEGE FOR THREE $1,200 TECHNICAL TRADE SCHOLARSHIP | $3,600 | $3,600 |
| $2,000 FOR PET SHELTERS IN UKRAINE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,600 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KAREN ZAPPIA | ||
| President | 2.00 | $0 |
| LEE ANN LISCOMBE | ||
| Treasurer | 2.00 | $0 |
| SHARON ELLIS | ||
| Secretary | 2.00 | $0 |
| GREG BAKER | ||
| Director | 2.00 | $0 |
| JOEL CONN | ||
| Director | 2.00 | $0 |
| STEVE CURRY | ||
| Director | 2.00 | $0 |
| MICHAEL BOYER | ||
| Director | 0 | $0 |
| CLIFF NAGLER | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| 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 | LEE ANN LISCOMBE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 E GRAND AVE | AddressLine1Txt |
| City | ARROYO GRANDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054812280 | 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 |
| 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 |
| 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 | $2,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,590 | CurrentTaxYearAmt |
| Total | $11,815 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $41,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,788 | CurrentTaxYearAmt |
| Total | $122,894 | 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 | $5,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,378 | CurrentTaxYearAmt |
| Total | $134,709 | 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 | $134,709 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,034 | CurrentTaxYearAmt |
| Total | $43,030 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,034 | CurrentTaxYearAmt |
| Total | $43,030 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,412 | CurrentTaxYearAmt |
| Total | $177,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72940 | PublicSupportPY509Pct |
| Investment Income CY | 0.24210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.27060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $43,788 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $43,788 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,293 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,506 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $43,788 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $43,788 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,293 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,506 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,499 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,289 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.2 | BANK FEES $115 |
| Other Expenses.3 | LICENSES AND PERMIS $25 |
| Other Assets.1005 | Accounts Receivable - Beginning $500 Accounts Receivable - Ending $300 |
| Total Liabilities.1 | DUE TO YOFAFO - Beginning $730 DUE TO YOFAFO - Ending $0 |