ROTARY INTERNATIONAL: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: ROTARY INTERNATIONAL (EIN 59-2013141)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-02-10
IRS object ID: 202140419349200209
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
Form 990-EZ
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-02-10T09:25:05-06:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650161812	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEBB LORAH & MCMILLAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1107 W MARION AVE UNIT 115	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	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	592013141	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY INTL CHARLOTTE HARBOR ROTARY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt
Phone	9416254175	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 510391	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339510391	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID POWELL	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9416254175	PhoneNum
Signature	2021-02-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEOFFREY L LORAH	PreparerPersonNm
PTIN	P00028247	PTIN
Phone	9416378884	PhoneNum
Preparation	2021-02-10	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 Accrual	Yes (X)	MethodOfAccountingAccrualInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	WWW.CHARLOTTEHARBORROTARY.ORG	WebsiteAddressTxt
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$25,672	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Program Service Revenue	$11,586	ProgramServiceRevenueAmt
Membership Dues	$6,692	MembershipDuesAmt
Fundraising Gross Income	$7,394	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$6,643	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$751	SpecialEventsNetIncomeLossAmt
Total Revenue	$19,029	TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct	$123	FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage	$161	PrintingPublicationsPostageAmt
Other Expenses Total	$18,006	OtherExpensesTotalAmt
Total Expenses	$18,290	TotalExpensesAmt
Excess Or Deficit For Year	$739	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$15,034	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$15,773	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$13,539	BOYAmt
EOY	$13,703	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$3,585	BOYAmt
EOY	$2,070	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,124	BOYAmt
EOY	$15,773	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,090	BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$15,034	BOYAmt
EOY	$15,773	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.	DescriptionProgramSrvcAccomTxt
Program Service Expenses	$10,350	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$10,350	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DAVID POWELL
TREASURER	3.00	$0
K STEPHEN CARTER
PAST PRESIDE	3.00	$0
ROBERT MCDUFFIE
PRESIDENT	3.00	$0
CHRISTOPHER GOVER
SECRETARY	3.00	$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	DAVID POWELL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1043 TROPICANA AVENUE	AddressLine1Txt
City	PORT CHARLOTTE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33952	ZIPCd

Field	Value	IRS element (for citing)
Phone	9416254175	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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	EXPENSES OFFICE & ADMINISTRATION 22 CONFERENCES/MEETINGS 140 DUES 3,921 MEMBERSHIP EXPENSES 461 MEALS 4,019 ROTARY TRAINING 270 PROGRAM SERVICE EXPENSES 9,173 TOTAL 18,006
FORM 990-EZ, PART II, LINE 24	ACCOUNTS RECEIVABLE 3,585 2,070 TOTAL 3,585 2,070
FORM 990-EZ, PART II, LINE 26	EVERY ROTARIAN EVERY YEAR 2,090 0
FORM 990-EZ, PART III	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
FORM 990-EZ, PART III, LINE 28	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.