STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-30
IRS object ID
201933039349200023
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

FieldValueIRS element (for citing)
Return2019-10-30T10:40:49-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030280081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JMM & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1336 WATER TOWER CIR STE 801AddressLine1Txt
CityCOLCHESTERCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05446ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030348126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB CHARITIES OF ESSEXBusinessNameLine1Txt
Business Name Line2VERMONT INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone4078102523PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8466AddressLine1Txt
CityESSEXCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDY LOVEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4078102523PhoneNum
Signature2019-10-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M MORIN CPAPreparerPersonNm
PTINP00162147PTIN
Phone8026555665PhoneNum
Preparation2019-10-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-30IPDt
IP Tm10:40:49IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9BBA44C6CC3302089FEB233D051BC5EA9D16FD9BAtSubmissionCreationDeviceId
At Submission Filing Device Id3C843C711911979BC97E0BC30D866DC2F19A8B5FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.ROTARYCLUBOFESSEX.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$65,703GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$3,034ContributionsGiftsGrantsEtcAmt
Fundraising Gross Income$62,669FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,494SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$46,175SpecialEventsNetIncomeLossAmt
Total Revenue$49,209TotalRevenueAmt
Grants And Similar Amounts Paid$10,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$425FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$33,593OtherExpensesTotalAmt
Total Expenses$44,518TotalExpensesAmt
Excess Or Deficit For Year$4,691ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$122,253NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$52,950OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$73,994NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$120,768BOYAmt
EOY$69,313EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,485BOYAmt
EOY$4,681EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,253BOYAmt
EOY$73,994EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$122,253BOYAmt
EOY$73,994EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIP: TO PROVIDE SCHOLARSHIPS TO OUR LOCAL HIGH SCHOOL STUDENTS$10,500$10,500
LOCAL: TO SUPPORT OUR LOCAL COMMUNITY WITH A FOCUS ON FOOD BANKS AND HOMELESS FAMILY SUPPORT.$6,808
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.$2,939
INTERNATIONAL: 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 OUTSIDE OF THE U.S., MOSTLY FOCUSED ON PEACE, EDUCATION, CLEAN WATER, SANITATION, AND DISEASE ERADICATION. EXPENSES 7,606. LITERACY: PARTNER WITH OTHER COMMITTEES WITHIN ESSEX CLUB, FIND WAYS TO INCLUDE A LITERACY PIECE TO THEIR PROJECTS. ESTABLISH ANNUAL LITERACY PROJECT, IN WHICH OUR CLUB MEMBERS ARE PARTICIPANTS. EXPENSES 3,000. 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 5,533. 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 613 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 1,892. BOARD DISCRETIONARY EXPENSES 425. PRESIDENT DISCRETIONARY EXPENSES 125. ROTARY FOUNDATION EXPENSES 2,500.$24,271
FieldValueIRS element (for citing)
Total Program Service Expenses$44,518TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANDY LOVE
PRESIDENT1.00$0
HEIDI BROSSEAU
PRESIDENT EL1.00$0
JEFF CABANAW
VICE-PRESIDE1.00$0
JEAN ASHE
SECRETARY1.00$0
JESSICA PERRAULT
TREASURER1.00$0
DAMON CLARK
DIRECTOR1.00$0
BILL PARMALEE
SARGENT-AT-A1.00$0
PATRICIA PORTER
PAST PRESIDE1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJESSICA PERRAULTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8466AddressLine1Txt
CityESSEXCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05451ZIPCd
FieldValueIRS element (for citing)
Phone4078102523PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,868CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,241CurrentTaxYearMinus1YearAmt
Current Tax Year$3,034CurrentTaxYearAmt
Total$24,808TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,612CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,049CurrentTaxYearMinus1YearAmt
Current Tax Year$62,669CurrentTaxYearAmt
Total$281,659TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,290CurrentTaxYearMinus1YearAmt
Current Tax Year$65,703CurrentTaxYearAmt
Total$306,467TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$306,467PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153CurrentTaxYearMinus1YearAmt
Total$583TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153CurrentTaxYearMinus1YearAmt
Total$583TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,613CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,443CurrentTaxYearMinus1YearAmt
Current Tax Year$65,703CurrentTaxYearAmt
Total$307,050TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99810PublicSupportCY509Pct
Public Support PY5090.99760PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$37,334GrossReceiptsEvent1Amt
Gross Revenue Event1$37,334GrossRevenueEvent1Amt
Non Cash Prizes Event1$119NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,542RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,025FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,088OtherDirectExpensesEvent1Amt
Event2HOCKEY TOURNAMEEvent2Nm
Gross Receipts Event2$16,509GrossReceiptsEvent2Amt
Gross Revenue Event2$16,509GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,595OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$9,222GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$396CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,826GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,697RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$2,428OthDirectExpnssOtherEventsAmt
Gross Receipts Total$63,065GrossReceiptsTotalAmt
Charitable Contributions Tot$396CharitableContributionsTotAmt
Gross Revenue Total Events$62,669GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$119NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,239RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,025FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,111OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,494DirectExpenseSummaryEventsAmt
Net Income Summary$46,175NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10CASH CONTRIBUTION: 10,500
FORM 990-EZ, PART I, LINE 16EXPENSES INTERNATIONAL 7,606 LITERACY 3,000 YOUTH SERVICES 5,533 POLIO PLUS 1,000 PRESIDENT DISCRETIONARY 125 ROTARY FOUNDATION 2,500 SENIOR LUNCH 2,250 SERVICE ABOVE SELF 1,758 ESSEX EATS OUT 308 LOCAL 5,500 YMCA 1,000 COMMITEES 365 NATIONAL 2,149 MISCELLANEOUS 61 TROPHIES, AWARDS, ENGRAV. 134 NON-INVESTMENT DEPRECIATION 304 TOTAL 33,593
FORM 990-EZ, PART I, LINE 20ROUNDING 11 RELEASE OF FUNDS IN CUSTODIAL ACCOUNT -52,961
FORM 990-EZ, PART II, LINE 24VARIOUS DEPRECIABLE ASSETS 2,203 5,703 LESS ACCUMULATED DEPRECIATION 1,543 1,847 CORN BOOTH DEPOSIT 825 825 TOTAL 1,485 4,681
FORM 990-EZ, PART IIITHE 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 30NATIONAL 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 31INTERNATIONAL: 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 OUTSIDE OF THE U.S., MOSTLY FOCUSED ON PEACE, EDUCATION, CLEAN WATER, SANITATION, AND DISEASE ERADICATION. EXPENSES 7,606. LITERACY: PARTNER WITH OTHER COMMITTEES WITHIN ESSEX CLUB, FIND WAYS TO INCLUDE A LITERACY PIECE TO THEIR PROJECTS. ESTABLISH ANNUAL LITERACY PROJECT, IN WHICH OUR CLUB MEMBERS ARE PARTICIPANTS. EXPENSES 3,000. 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 5,533. 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 613 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 1,892. BOARD DISCRETIONARY EXPENSES 425. PRESIDENT DISCRETIONARY EXPENSES 125. ROTARY FOUNDATION EXPENSES 2,500.