ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-06
- IRS object ID
- 201931269349201093
- Schema version
- 2017v2.2
- 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 | 2019-05-06T13:55:55-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274556482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFINITY ACCOUNTANCY GROUP LLP | 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 | 2017-07-01 | 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 | 2019-05-06 | 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 | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $65,598 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $27,873 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,162 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $33,563 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $24,679 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $8,884 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $40,919 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $14,099 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $161 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,718 | OtherExpensesTotalAmt |
| Total Expenses | $16,978 | TotalExpensesAmt |
| Excess Or Deficit For Year | $23,941 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $178,529 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,665 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $204,135 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,529 | BOYAmt |
| EOY | $204,135 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,529 | BOYAmt |
| EOY | $204,135 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,529 | BOYAmt |
| EOY | $204,135 | 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 | $1,600 |
| TRADE SCHOLARSHIP | $2,499 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOEL CONN | ||
| President | 2.00 | $0 |
| GREG BAKER | ||
| 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 |
| BONNIE MOGAN | ||
| Director | 2.00 | $0 |
| STEVE CURRY | ||
| 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 Minus1 Year | $41,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,873 | CurrentTaxYearAmt |
| Total | $69,439 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $150 | CurrentTaxYearMinus1YearAmt |
| Total | $150 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $31,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,563 | CurrentTaxYearAmt |
| Total | $65,243 | 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 Minus1 Year | $73,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,436 | CurrentTaxYearAmt |
| Total | $134,832 | 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 | $134,832 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,162 | CurrentTaxYearAmt |
| Total | $6,316 | 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 Minus1 Year | $2,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,162 | CurrentTaxYearAmt |
| Total | $6,316 | 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 Minus1 Year | $75,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,598 | CurrentTaxYearAmt |
| Total | $141,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97150 | PublicSupportPY509Pct |
| Investment Income CY | 0.04470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02850 | 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 | $51,463 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,563 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,750 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,429 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $51,463 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,563 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,750 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,429 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,679 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,884 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | DIVERSITY COALITION $1583 |
| Other Expenses.2 | SUPPLIES $678 |
| Other Expenses.3 | PROFESSIONAL FEES $300 |
| Other Expenses.5 | MISCELLANEOUS $100 |
| Other Expenses.6 | LICENSES & PERMITS $50 |
| Other Expenses.7 | BANK FEES $7 |