ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-28
- IRS object ID
- 202130289349200018
- 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 | 2021-01-28T14:22:38-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 05452 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI BROSSEAU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4078102523 | PhoneNum |
| Signature | 2021-01-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY M MORIN CPA | PreparerPersonNm |
| PTIN | P00162147 | PTIN |
| Phone | 8026555665 | PhoneNum |
| Preparation | 2021-01-28 | PreparationDt |
| 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 Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ROTARYCLUBOFESSEX.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $26,649 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,610 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $20,039 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,719 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,320 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $18,930 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $24,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $750 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $21,835 | OtherExpensesTotalAmt |
| Total Expenses | $46,585 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$27,655 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $73,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,339 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,313 | BOYAmt |
| EOY | $42,943 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,681 | BOYAmt |
| EOY | $3,396 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,994 | BOYAmt |
| EOY | $46,339 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,994 | BOYAmt |
| EOY | $46,339 | 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 | $24,000 | $24,000 |
| LOCAL: TO SUPPORT OUR LOCAL COMMUNITY WITH A FOCUS ON FOOD BANKS AND HOMELESS FAMILY SUPPORT. | $8,547 | |
| 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. | $3,500 | |
| YOUTH SERVICES: CONNECTING YOUTH WITH OPPORTUNITIES FOR SERVICE AND EMPOWERING THEM TO GET INVOLVED TO ENHANCE YOUTH-ADULT PARTNERSHIPS, CONNECTIONS TO THE COMMUNITY, AND SERVICE ABOVE SELF. EXPENSES 1,278. HOLIDAY SENIOR LUNCH: PROVIDED IN COLLABORATION WITH THE KNIGHTS OF COLUMBUS, THE ESSEX ROTARY HAS BEEN PARTICIPATING IN THIS ACTIVITY FOR OVER 25 YEARS. TYPICALLY HELD AT THE CHAMPLAIN EXPOSITION, THIS EVENT SERVES OVER 200 SENIOR CITIZENS FROM THE ESSEX COMMUNITY EACH YEAR IN CELEBRATION OF THE HOLIDAY SEASON. EXPENSES 2,250 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 969. BOARD DISCRETIONARY EXPENSES 475. PRESIDENT DISCRETIONARY EXPENSES 125. ROTARY FOUNDATION EXPENSES 2,000. ESSEX EATS OUT EXPENSES 320. AWARDS EXPENSES 149. | $8,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,487 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| HEIDI BROSSEAU | ||
| PRESIDENT | 1.00 | $0 |
| MAX SEATON | ||
| PRESIDENT EL | 1.00 | $0 |
| JASON RUWET | ||
| VICE-PRESIDE | 1.00 | $0 |
| JEAN ASHE | ||
| SECRETARY | 1.00 | $0 |
| BETTY POULIN | ||
| TREASURER | 1.00 | $0 |
| ANDY LOVE | ||
| IMMED PAST P | 1.00 | $0 |
| DAVE JOHNSON | ||
| ROTARY FOUND | 1.00 | $0 |
| DAMON CLARK | ||
| MEMBER AT LA | 1.00 | $0 |
| SHARON DETTENRIEDER | ||
| MEMBER AT LA | 1.00 | $0 |
| BOB MULCAHY | ||
| 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 | MICHAEL LEBOEUF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8466 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022334704 | 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 | $5,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,610 | CurrentTaxYearAmt |
| Total | $25,550 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,039 | CurrentTaxYearAmt |
| Total | $253,086 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,649 | CurrentTaxYearAmt |
| Total | $278,636 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $5,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $5,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $273,636 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153 | CurrentTaxYearMinus2YearsAmt |
| Total | $450 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153 | CurrentTaxYearMinus2YearsAmt |
| Total | $450 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,649 | CurrentTaxYearAmt |
| Total | $279,086 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99810 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | CORN BOOTH | Event1Nm |
| Gross Receipts Event1 | $10,313 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $10,313 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,910 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,880 | OtherDirectExpensesEvent1Amt |
| Event2 | HOCKEY TOURNAME | Event2Nm |
| Gross Receipts Event2 | $9,276 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,276 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,781 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $19,589 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,589 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,910 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,661 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,571 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,018 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 24,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES LOCAL 2,619 FOOD PANTRY 4,200 OPERATION WARM 1,728 NATIONAL PROJECTS 3,500 GOLF 475 ROTARY FOUNDATION 2,000 POLIO PLUS 1,000 SENIOR DINNER 2,250 SERVICE ABOVE SELF 968 ESSEX EATS OUT 320 YOUTH SERVICES 1,278 MISCELLANEOUS 50 PHOTOS AND FRAMES 149 SUPPLIES 13 NON-INVESTMENT DEPRECIATION 1,285 TOTAL 21,835 |
| FORM 990-EZ, PART II, LINE 24 | VARIOUS DEPRECIABLE ASSETS 5,703 5,703 LESS ACCUMULATED DEPRECIATION 1,847 3,132 CORN BOOTH DEPOSIT 825 825 TOTAL 4,681 3,396 |
| 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 | YOUTH SERVICES: CONNECTING YOUTH WITH OPPORTUNITIES FOR SERVICE AND EMPOWERING THEM TO GET INVOLVED TO ENHANCE YOUTH-ADULT PARTNERSHIPS, CONNECTIONS TO THE COMMUNITY, AND SERVICE ABOVE SELF. EXPENSES 1,278. HOLIDAY SENIOR LUNCH: PROVIDED IN COLLABORATION WITH THE KNIGHTS OF COLUMBUS, THE ESSEX ROTARY HAS BEEN PARTICIPATING IN THIS ACTIVITY FOR OVER 25 YEARS. TYPICALLY HELD AT THE CHAMPLAIN EXPOSITION, THIS EVENT SERVES OVER 200 SENIOR CITIZENS FROM THE ESSEX COMMUNITY EACH YEAR IN CELEBRATION OF THE HOLIDAY SEASON. EXPENSES 2,250 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 969. BOARD DISCRETIONARY EXPENSES 475. PRESIDENT DISCRETIONARY EXPENSES 125. ROTARY FOUNDATION EXPENSES 2,000. ESSEX EATS OUT EXPENSES 320. AWARDS EXPENSES 149. |