ROTARY INTERNATIONAL DISTRICT 5300 INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL DISTRICT 5300 INC (EIN 80-0666972)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202311309349203156
- Schema version
- 2021v4.1
- 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) |
|---|---|---|
| Return | 2023-05-10T12:51:22-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954302806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK W MEDLOCK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20955 PATHFINDER ROAD STE 138 | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91765 | 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 | 800666972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL DISTRICT 5300 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 7022740660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10624 S EASTERN AVE STE A-16 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MILES | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | MILES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK MEDLOCK | PreparerPersonNm |
| PTIN | P01202375 | PTIN |
| Phone | 9095988990 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | DISTRICT 5300.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $159,157 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $159,094 | ProgramServiceRevenueAmt |
| Investment Income | $63 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $159,157 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $30,492 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $127,105 | OtherExpensesTotalAmt |
| Total Expenses | $157,597 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,560 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $156,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $158,503 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,310 | BOYAmt |
| EOY | $185,239 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,199 | BOYAmt |
| EOY | $54,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,509 | BOYAmt |
| EOY | $239,239 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,566 | BOYAmt |
| EOY | $80,736 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,943 | BOYAmt |
| EOY | $158,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | ROTARY INTERNATIONAL DISTRICT 5300 INC. IS A GEOGRAPHIC AREA OF SOUTHERN CALIFORNIA AND NEVADA IN WHICH CLUBS ARE GROUPED BY ROTARY INTERNATIONAL. THE DISTRICT PROVIDES MEMBERSHIP TRAINING AND SERVICES TO ROTARIANS IN THE DISTRICT AND PROVIDES COMMUNITY, YOUTH AND VOCATIONAL SREVICES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION PROVIDES COMMUNITY SERVICES, MEMBERSHIP TRAINING AND YOUTH DEVELOPMENT ACTIVITES INCLUDING RYLA AND LEADERSHIP CONFERENCES, AND YOUTH SPEECH AND MUSIC CONTESTS.DUE TO THE PANDEMIC, THE ORGANIZATION WAS NOT ABLE TO CONDUCT ALL OF IT'S NORMAL ACTIVITIES. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $73,184 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,184 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LUANNE ARREDONDO | ||
| PAST GOVERNOR | 5.00 | $0 |
| PHILLIP GREGORY JONES | ||
| PAST GOVERNOR | 5.00 | $0 |
| JOHN CHASE | ||
| PAST GOVERNOR | 5.00 | $0 |
| RAGHADA KHOURY | ||
| PAST GOVERNOR | 5.00 | $0 |
| LUCIANO DE SYLVA | ||
| PAST GOVERNOR | 5.00 | $0 |
| PHILIP MILES | ||
| Treasurer | 5.00 | $0 |
| MICHAEL SODEN | ||
| GOV ELECT | 5.00 | $0 |
| GERALD TAMBE | ||
| PAST GOVERNOR | 5.00 | $0 |
| ELIZABETH MCDONOUGH BARRY | ||
| GOVERNOR | 10.00 | $0 |
| ROGER GUTIERREZ | ||
| GOV ELECT | 5.00 | $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 |
| 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 | SANDI MEJIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2562 E COLORADO BLVD 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6265789786 | 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 |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $2987 |
| Other Expenses.1002 | Office Expenses $4647 |
| Other Expenses.1003 | Information Technology $6033 |
| Other Expenses.1 | DISTRICT CONFERENCE $52745 |
| Other Expenses.2 | GOVERNOR EXPENSES $7880 |
| Other Expenses.3 | FOUR WAY TEST SPEECH CONTEST $6600 |
| Other Expenses.4 | ROTARY ROSE PARADE FLOAT $6500 |
| Other Expenses.5 | FOUNDATION DINNER $6004 |
| Other Expenses.6 | PRESIDENTS-ELECT TRAINING $5640 |
| Other Expenses.7 | DAN STOVER MUSIC AWARDS $4587 |
| Other Expenses.8 | GOVERNOR ELECT EXPENSES $3765 |
| Other Expenses.9 | MEMBERSHIP $3637 |
| Other Expenses.10 | GETS EXPENSE $3110 |
| Other Expenses.11 | MEMBER AWARDS $2865 |
| Other Expenses.12 | ZONE INSTITUTE $2276 |
| Other Expenses.13 | GNATS EXPENSE $1957 |
| Other Expenses.14 | BANK AND MERCHANT FEES $1660 |
| Other Expenses.15 | LEADERSHIP TRAINING EXPENSE $1602 |
| Other Expenses.16 | DISTRICT ASSEMBLY $1510 |
| Other Expenses.17 | R.I. EXPENSE $600 |
| Other Expenses.18 | YOUTH PROTECTION $500 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $51199 Prepaid Expenses and Deferred Charges - Ending $54000 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $40000 Accounts Payable and Accrued Expenses - Ending $40000 |
| Total Liabilities.1003 | Deferred Revenue - Beginning $45275 Deferred Revenue - Ending $38675 |
| Total Liabilities.1 | FUNDS OWED TO FOUNDATION - Beginning $291 FUNDS OWED TO FOUNDATION - Ending $0 |
| Total Liabilities.2 | REFUNDS PAYABLE - Beginning $1000 REFUNDS PAYABLE - Ending $2061 |