ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202101279349202160
- Schema version
- 2019v5.0
- 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 | 2021-05-07T18:11:39-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 8054894196 | 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 | CONNIE O'HENLEY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $14,425 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,575 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $8,570 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $3,280 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,748 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,532 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $12,677 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $7,500 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $155 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $57 | OtherExpensesTotalAmt |
| Total Expenses | $7,712 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,965 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $220,940 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$5,749 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $220,156 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,816 | BOYAmt |
| EOY | $222,655 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,166 | BOYAmt |
| EOY | $222,655 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226 | BOYAmt |
| EOY | $2,499 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,940 | BOYAmt |
| EOY | $220,156 | 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 |
|---|---|---|
| COLLEGE SCHOLARSHIPS | $4,000 | $4,000 |
| COMMUNITY NONPROFIT ORGANIZATIONS | $1,000 | $1,000 |
| TRADE SCHOLARSHIP | $2,500 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JEFF KING | ||
| President | 2.00 | $0 |
| SCOTT ASTROSKY | ||
| Secretary | 2.00 | $0 |
| CONNIE O'HENLEY | ||
| Treasurer | 2.00 | $0 |
| GREG BAKER | ||
| Director | 2.00 | $0 |
| CLIFF NAGLER | ||
| Director | 2.00 | $0 |
| STEVE CURRY | ||
| Director | 2.00 | $0 |
| JENNY DIERCK | ||
| Director | 2.00 | $0 |
| JAN HENSLEY | ||
| Director | 2.00 | $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 | CONNIE O'HENLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 TALL TREE DRIVE | AddressLine1Txt |
| City | NIPOMO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054711228 | 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 Minus3 Years | $41,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,575 | CurrentTaxYearAmt |
| Total | $79,759 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Total | $150 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $31,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,280 | CurrentTaxYearAmt |
| Total | $95,149 | 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 Minus3 Years | $73,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,855 | CurrentTaxYearAmt |
| Total | $175,058 | 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 | $175,058 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,570 | CurrentTaxYearAmt |
| Total | $26,050 | 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 Minus3 Years | $2,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,570 | CurrentTaxYearAmt |
| Total | $26,050 | 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 Minus3 Years | $75,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,425 | CurrentTaxYearAmt |
| Total | $201,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.2 | BANK FEES $32 |
| Other Expenses.3 | LICENSES & PERMITS $25 |
| Other Assets.1005 | Accounts Receivable - Beginning $350 Accounts Receivable - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $226 Accounts Payable and Accrued Expenses - Ending $2499 |