ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202001359349201460
- Schema version
- 2018v3.1
- 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 | 2020-05-14T09:51:04-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-05-14 | 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 | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $66,349 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,745 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $11,164 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $47,440 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,814 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $26,626 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $45,535 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $27,428 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $334 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $108 | OtherExpensesTotalAmt |
| Total Expenses | $27,870 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,665 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $204,135 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$860 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $220,940 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,135 | BOYAmt |
| EOY | $220,816 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $350 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,135 | BOYAmt |
| EOY | $221,166 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $226 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,135 | BOYAmt |
| EOY | $220,940 | 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 | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| COLLEGE SCHOLARSHIPS | $10,000 |
| COMMUNITY NONPROFIT ORGANIZATIONS | $14,929 |
| TRADE SCHOLARSHIP | $2,499 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| GREG BAKER | ||
| President | 2.00 | $0 |
| JEFF KING | ||
| Vice President | 2.00 | $0 |
| CONNIE O'HENLEY | ||
| Treasurer | 2.00 | $0 |
| JOHN TRAVERSARO | ||
| Secretary | 2.00 | $0 |
| DON WEBER | ||
| Director | 2.00 | $0 |
| CLIFF NAGLER | ||
| Director | 2.00 | $0 |
| HARLAN SILVA | ||
| Director | 2.00 | $0 |
| JENNY DIERCK | ||
| Director | 2.00 | $0 |
| LINDA OSTY | ||
| 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 |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 Minus2 Years | $41,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,745 | CurrentTaxYearAmt |
| Total | $77,184 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $150 | CurrentTaxYearMinus2YearsAmt |
| Total | $150 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $31,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,626 | CurrentTaxYearAmt |
| Total | $91,869 | 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 Minus2 Years | $73,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,371 | CurrentTaxYearAmt |
| Total | $169,203 | 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 | $169,203 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,164 | CurrentTaxYearAmt |
| Total | $17,480 | 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 Minus2 Years | $2,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,164 | CurrentTaxYearAmt |
| Total | $17,480 | 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 Minus2 Years | $75,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,535 | CurrentTaxYearAmt |
| Total | $186,683 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95530 | PublicSupportPY509Pct |
| Investment Income CY | 0.09360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $47,440 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $47,440 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,584 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,230 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,440 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $47,440 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $6,584 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,230 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,814 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $26,626 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.10 | Class of Activity: GENERAL DONATION | Donee's Name: FIVE-CITIES DIVERSITY COALITION | Donee's Address: 347 RODEO DRIVE ARROYO GRANDE CA 93420 | Relationship of Donee: NONE | Cash Amount Given: $13929 |
| Other Expenses.3 | BANK FEES $50 |
| Other Expenses.4 | MISCELLANEOUS $33 |
| Other Expenses.5 | LICENSES & PERMITS $25 |
| Other Assets.1005 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $350 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $226 |