ROTARY INTERNATIONAL: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 57-0769864)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-01-29
- IRS object ID
- 201910299349200616
- Schema version
- 2017v2.3
- 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 | 2019-01-29T12:56:34-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 OLD MARKET STREET SUITE 101 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570769864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | ROTARY CLUB OF AIKEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8035084744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL D'ENTREMONT | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8035084744 | PhoneNum |
| Signature | 2019-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY MEARES | PreparerPersonNm |
| PTIN | P00025362 | PTIN |
| Phone | 8036482692 | PhoneNum |
| Preparation | 2019-01-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.129.25.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-29 | IPDt |
| IP Tm | 09:22:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2448D14BBE4A8FEA6751587B1E527B273D8B96EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.AIKENROTARY.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $199,759 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $126,417 | ProgramServiceRevenueAmt |
| Membership Dues | $56,030 | MembershipDuesAmt |
| Investment Income | $17,312 | InvestmentIncomeAmt |
| Total Revenue | $199,759 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $416,105 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $6,750 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $5,800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $5,219 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $117,018 | OtherExpensesTotalAmt |
| Total Expenses | $550,892 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$351,133 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $457,439 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $106,306 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,717 | BOYAmt |
| EOY | $106,306 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,722 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,439 | BOYAmt |
| EOY | $106,306 | 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 | $457,439 | BOYAmt |
| EOY | $106,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ROTARY CLUB IS A SERVICE ORGANIZATION OF BUSINESS, PROFESSIONAL, AND CIVIC LEADERS THAT FOSTERS HIGH STANDARDS OF LIVING AND EMPHASIZES SERVICE TO OTHERS LOCALLY, NATIONALLY, AND INTERNATIONALLY. THIS IS ACCOMPLISHED THROUGH WEEKLY MEETINGS AND VARIOUS SCHOLARSHIPS AND GRANTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | DONATED TO THE AIKEN COUNTY HABITAT FOR HUMANITY AND OTHER NON-PROFIT ORGANIZATIONS THAT SERVE VARIOUS NEEDS TO RESIDENTS IN THE LOCAL AREA INCLUDING THE AIKEN ROTARY FOUNDATION. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $416,105 | GrantsAndAllocationsAmt |
| Program Service Expenses | $416,105 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $416,105 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOHN MCMICHAEL | ||||
| PRESIDENT | 6.00 | $0 | $0 | $0 |
| RICK MCLEOD | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| WILL WILLIAMS | ||||
| PRESIDENT-ELECT | 3.00 | $0 | $0 | $0 |
| JOHN LINDSAY | ||||
| VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| RACHEL L D'ENTREMONT | ||||
| SECRETARY/TREASURER | 10.00 | $6,750 | $0 | $0 |
| JEFF BAUMGARDNER | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JENNIFER HART | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MALLORY HOLLEY | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| RICHARD HOLLEY | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CHRISSA MATTHEWS | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ELLEN PRIEST | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BETTY RYBERG | ||||
| BOARD MEMBER | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| 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 | RACHEL L D'ENTREMONT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 HAYNE AVE SW | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8035084744 | 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 |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | INVESTMENTS - SECURITIES | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2018-06-20 | DistributionDt |
| Fair Market Value Of Asset | $335,913 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | BROKERAGE STATEMENT | MethodOfFMVDeterminationTxt |
| EIN | 813472673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF AIKEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 17,312. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: AIKEN COUNTY HABITAT FOR HUMANITY. GRANTEE ADDRESS: P.O. BOX 3323 AIKEN, SC 29802. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/28/17. AMOUNT GIVEN: 20,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS COMMUNITY GRANTS. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 27,544. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY CLUB OF AIKEN FOUNDATION. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: RELATED ORGANIZATION. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 32,648. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY CLUB OF AIKEN FOUNDATION. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: RELATED ORGANIZATION. PROPERTY DESCRIPTION: INVESTMENTS - SECURITIES. METHOD USED TO DETERMINE BOOK VALUE: BROKERAGE STATEMENT. METHOD USED TO DETERMINE FMV: BROKERAGE STATEMENT. BOOK VALUE OF PROPERTY: 335,913. DATE OF GIFT: 06/25/18. AMOUNT GIVEN: 335,913. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 416,105. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 350. DESCRIPTION: BANK FEES. AMOUNT: 176. DESCRIPTION: CLUB SOCIAL. AMOUNT: 3,554. DESCRIPTION: DUES. AMOUNT: 21,563. DESCRIPTION: FOOD SERVICE. AMOUNT: 84,960. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 950. DESCRIPTION: SUPPLIES. AMOUNT: 5,465. TOTAL TO FORM 990-EZ, LINE 16: 117,018. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: NOTES AND LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,550. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 351,172. END OF YEAR AMOUNT: 0. |
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 |