ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-02-16
IRS object ID: 202310479349200636
Schema version: 2021v4.0
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
Form 990-EZ
Schedule A
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-16T15:33:19-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	030280081	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JMM & ASSOCIATES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	336 WATER TOWER CIR STE 801	AddressLine1Txt
City	COLCHESTER	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05446	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030348126	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB CHARITIES OF ESSEX	BusinessNameLine1Txt
Business Name Line2	VERMONT INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt
Phone	4078102523	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8466	AddressLine1Txt
City	ESSEX	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	054518466	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MAX LEVY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4078102523	PhoneNum
Signature	2023-01-05	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MAX	PersonFirstNm
Person Last	SEATON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY M MORIN CPA	PreparerPersonNm
PTIN	P00162147	PTIN
Phone	8026555665	PhoneNum
Preparation	2023-01-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	WWW.ROTARYCLUBOFESSEX.ORG	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$105,904	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$17,385	ContributionsGiftsGrantsEtcAmt
Fundraising Gross Income	$88,519	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$26,860	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$61,659	SpecialEventsNetIncomeLossAmt
Total Revenue	$79,044	TotalRevenueAmt
Grants And Similar Amounts Paid	$12,000	GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct	$750	FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total	$36,411	OtherExpensesTotalAmt
Total Expenses	$49,161	TotalExpensesAmt
Excess Or Deficit For Year	$29,883	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$32,981	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$62,864	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$30,418	BOYAmt
EOY	$61,688	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$2,563	BOYAmt
EOY	$1,176	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,981	BOYAmt
EOY	$62,864	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$32,981	BOYAmt
EOY	$62,864	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, ORGANIZE AND OPERATE FUND RAISING EVENTS FOR EDUCATIONAL, CHARITABLE AND RECREATIONAL PURPOSES AND TO THAT END TO PROVIDE FUNDING AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR EDUCATIONAL, CHARITABLE AND RECREATIONAL PURPOSES.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Grants And AllocationsGrantsAndAllocationsAmt	Program Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIP: TO PROVIDE SCHOLARSHIPS TO OUR LOCAL HIGH SCHOOL STUDENTS	$12,000	$12,000
LOCAL: TO SUPPORT OUR LOCAL COMMUNITY WITH A FOCUS ON FOOD BANKS AND HOMELESS FAMILY SUPPORT.		$9,457
NATIONAL PROJECTS: FOCUS AND INCREASE HUMANITARIAN SERVICE. ENHANCE PUBLIC IMAGE AND AWARENESS THROUGH THE SUPPORT OF WORTHY PROJECTS THAT RESULT IN THE IMPROVEMENT OF OPERATIONAL CAPABILITIES ON AN INDIVIDUAL/PERSONAL LEVEL AND/OR ON AN ORGANIZATIONAL LEVEL. FOR PROJECTS WITHIN THE U.S., BUT OUTSIDE OF THE IMMEDIATE LOCAL AREA.		$18,215
ESSEX PARADE EXPENSES 550 . DIVERSITY EXPENSES 2824 . BOARD DISCRETIONARY EXPENSES 1839.. PRESIDENT DISCRETIONARY EXPENSES 560.		$8,523

Field	Value	IRS element (for citing)
Total Program Service Expenses	$48,195	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
MAX LEVY
PRESIDENT	1.00	$0
PATRICK MURRAY
VICE-PRESIDE	1.00	$0
JEAN ASHE
SECRETARY	1.00	$0
BRIAN SHELDEN
TREASURER	1.00	$0
MAX SEATON
IMMED PAST P	1.00	$0
DAVE JOHNSON
ROTARY FOUND	1.00	$0
SHARON DETTENRIEDER
MEMBER AT LA	1.00	$0
JASON RUWET
MEMBER AT LA	1.00	$0
TIM GENDRON
SERGEANT-AT-	1.00	$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
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	BRIAN SHELDEN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8466	AddressLine1Txt
City	ESSEX	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05451	ZIPCd

Field	Value	IRS element (for citing)
Phone	4078102523	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	$6,241	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,034	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,610	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,078	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,385	CurrentTaxYearAmt
Total	$41,348	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,049	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,669	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,039	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,900	CurrentTaxYearMinus1YearAmt
Current Tax Year	$88,519	CurrentTaxYearAmt
Total	$241,176	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$66,290	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$65,703	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,649	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,978	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,904	CurrentTaxYearAmt
Total	$282,524	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$5,000	CurrentTaxYearMinus2YearsAmt
Total	$5,000	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$5,000	CurrentTaxYearMinus2YearsAmt
Total	$5,000	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$277,524	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$153	CurrentTaxYearMinus4YearsAmt
Total	$153	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$153	CurrentTaxYearMinus4YearsAmt
Total	$153	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$66,443	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$65,703	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,649	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,978	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,904	CurrentTaxYearAmt
Total	$282,677	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98180	PublicSupportCY509Pct
Public Support PY509	0.97770	PublicSupportPY509Pct
Investment Income CY	0.00000	InvestmentIncomeCYPct
Investment Income PY	0.00000	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	$65,076	GrossReceiptsEvent1Amt
Gross Revenue Event1	$65,076	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$21,377	OtherDirectExpensesEvent1Amt
Event2	HOCKEY TOURNAME	Event2Nm
Gross Receipts Event2	$15,000	GrossReceiptsEvent2Amt
Gross Revenue Event2	$15,000	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$1,881	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$8,443	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$8,443	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$3,602	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$88,519	GrossReceiptsTotalAmt
Gross Revenue Total Events	$88,519	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$26,860	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$26,860	DirectExpenseSummaryEventsAmt
Net Income Summary	$61,659	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10	CASH CONTRIBUTION: 12,000
FORM 990-EZ, PART I, LINE 16	EXPENSES BANK FEES 35 FOOD PANTRY 4,025 OPERATION WARM 5,432 NATIONAL PROJECTS 18,215 ROTARY FOUNDATION 1,500 POLIO PLUS 1,100 SERVICE ABOVE SELF 241 YOUTH SERVICES 4,730 SUPPLIES 391 TROPHIES & AWARDS 141 ADVERTISING 40 NON-INVESTMENT DEPRECIATION 561 TOTAL 36,411
FORM 990-EZ, PART II, LINE 24	VARIOUS DEPRECIABLE ASSETS 5,703 5,703 LESS ACCUMULATED DEPRECIATION 3,965 4,527 CORN BOOTH DEPOSIT 825 0 TOTAL 2,563 1,176
FORM 990-EZ, PART III	THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, ORGANIZE AND OPERATE FUND RAISING EVENTS FOR EDUCATIONAL, CHARITABLE AND RECREATIONAL PURPOSES AND TO THAT END TO PROVIDE FUNDING AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR EDUCATIONAL, CHARITABLE AND RECREATIONAL PURPOSES.
FORM 990-EZ, PART III, LINE 30	NATIONAL PROJECTS: FOCUS AND INCREASE HUMANITARIAN SERVICE. ENHANCE PUBLIC IMAGE AND AWARENESS THROUGH THE SUPPORT OF WORTHY PROJECTS THAT RESULT IN THE IMPROVEMENT OF OPERATIONAL CAPABILITIES ON AN INDIVIDUAL/PERSONAL LEVEL AND/OR ON AN ORGANIZATIONAL LEVEL. FOR PROJECTS WITHIN THE U.S., BUT OUTSIDE OF THE IMMEDIATE LOCAL AREA.
FORM 990-EZ, PART III, LINE 31	ESSEX PARADE EXPENSES 550 . DIVERSITY EXPENSES 2824 . BOARD DISCRETIONARY EXPENSES 1839.. PRESIDENT DISCRETIONARY EXPENSES 560.