ROTARY DISTRICT 5390 FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 5390 FOUNDATION (EIN 75-3108138)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-16
- IRS object ID
- 202301369349201960
- Schema version
- 2021v4.2
- 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 | 2023-05-16T12:09:30-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480567703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCOE ISOM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 N BROADWAY 4TH FLOOR | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | 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 | 753108138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 5390 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 4062707826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1Txt |
| City | POLSON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59860 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MAYOTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4062707826 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MAYOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MILLER | PreparerPersonNm |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $155,360 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $94,598 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $60,762 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $60,762 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $155,360 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $216,653 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,409 | OtherExpensesTotalAmt |
| Total Expenses | $226,562 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$71,202 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $180,983 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $109,781 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,983 | BOYAmt |
| EOY | $109,781 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,983 | BOYAmt |
| EOY | $109,781 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,983 | BOYAmt |
| EOY | $109,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDING GRANTS FOR MONTANA ROTARY CLUB ROTARY PROJECTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED FUNDS FOR COMMUNITY PROJECTS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $216,653 | GrantsAndAllocationsAmt |
| Program Service Expenses | $216,653 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $216,653 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DICK KING | ||||
| DISTRICT FOUNDATION CHAIR | 2.00 | $0 | $0 | $0 |
| JAMES OATES | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| MICHAEL MAYOTT | ||||
| DISTRICT GOVERNOR | 2.00 | $0 | $0 | $0 |
| BARRIE MATTHEWS | ||||
| DISTRICT GOVERNOR ELECT | 2.00 | $0 | $0 | $0 |
| SHAWNA SECKER | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| SANDY CARLSON | ||||
| IMMEDIATE PAST DISTRICT GO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES OATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1Txt |
| City | POLSON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062707826 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,598 | CurrentTaxYearAmt |
| Total | $681,558 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,598 | CurrentTaxYearAmt |
| Total | $681,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $681,558 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,808 | CurrentTaxYearMinus1YearAmt |
| Total | $19,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $701,426 | TotalSupportAmt |
| Public Support CY170 | 0.97170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY AUCTION | Event1Nm |
| Gross Receipts Event1 | $103,516 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,754 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,762 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $103,516 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,754 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,762 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $60,762 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 159,172. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: THE ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 26,600. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF BUTTE. AFFILIATE ADDRESS: PO BOX 3014 BUTTE, MT 59702. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 800. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF BILLINGS. AFFILIATE ADDRESS: PO BOX 1094 BILLINGS, MT 59103. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 12,315. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF RED LODGE. AFFILIATE ADDRESS: PO BOX 1205 RED LODGE, MT 59068. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 355. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF GREAT FALLS. AFFILIATE ADDRESS: PO BOX 1551 GREAT FALLS, MT 59403. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 800. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF TOWNSEND. AFFILIATE ADDRESS: PO BOX 1192 TOWNSEND, MT 59644. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,411. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF COLUMBIA FALLS. AFFILIATE ADDRESS: PO BOX 2331 COLUMBIA FALLS, MT 59912. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 13,200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 214,653. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 477. DESCRIPTION: MISCELLANEOUS EXP. AMOUNT: 2,500. DESCRIPTION: LOSS ON INVESTMENTS. AMOUNT: 6,432. TOTAL TO FORM 990-EZ, LINE 16: 9,409. |
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. | DeclarationDesc |