ROTARY DISTRICT 5390 FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 5390 FOUNDATION (EIN 75-3108138)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349206019
- Schema version
- 2020v4.1
- 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 | 2022-05-16T14:36:53-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591040435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 2022-01-22 | 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 S MILLER CPA | PreparerPersonNm |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | PhoneNum |
| Preparation | 2022-01-17 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $169,161 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $146,378 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $9,808 | InvestmentIncomeAmt |
| Fundraising Gross Income | $12,975 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $12,975 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $169,161 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $112,538 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $333 | OtherExpensesTotalAmt |
| Total Expenses | $113,371 | TotalExpensesAmt |
| Excess Or Deficit For Year | $55,790 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $125,694 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$501 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $180,983 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,694 | BOYAmt |
| EOY | $180,983 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,694 | BOYAmt |
| EOY | $180,983 | 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 | $125,694 | BOYAmt |
| EOY | $180,983 | 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 | $112,537 | GrantsAndAllocationsAmt |
| Program Service Expenses | $112,537 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $112,537 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 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 |
| SANDY CARLSON | ||||
| DISTRICT GOVERNOR | 2.00 | $0 | $0 | $0 |
| MICHAEL MAYOTT | ||||
| DISTRICT GOVERNOR ELECT | 2.00 | $0 | $0 | $0 |
| SHAWNA SECKER | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| SANDY WONG | ||||
| IMMEDIATE PAST DISTRICT GO | 2.00 | $0 | $0 | $0 |
| BARRIE MATTHEWS | ||||
| DISTRICT FOUNDATION CHAIR | 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 | $158,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,353 | CurrentTaxYearAmt |
| Total | $745,176 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,353 | CurrentTaxYearAmt |
| Total | $745,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $745,176 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $9,808 | CurrentTaxYearAmt |
| Total | $19,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $765,044 | TotalSupportAmt |
| Public Support CY170 | 0.97400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98420 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 9,808. |
| 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: 36,850. |
| 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: 73,445. |
| 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: 935. |
| 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: 770. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF MISSOULA. AFFILIATE ADDRESS: PO BOX 5755 MISSOULA, MT 59896. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 112,250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: MUSEUM OF MOUNTAIN FLYING. GRANTEE ADDRESS: 5225 W BROADWAY MISSOULA, MT 59808. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/29/21. AMOUNT GIVEN: 100. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: LUCY SMITH. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/21/20. AMOUNT GIVEN: 188. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 288. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 333. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -501. |
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 |