STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-22
IRS object ID
201802959349200505
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

FieldValueIRS element (for citing)
Return2018-10-22T09:06:12-04:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonPATRICIA PORTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4078102523PhoneNum
Signature2018-10-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M MORIN CPAPreparerPersonNm
PTINP00162147PTIN
Phone8026555665PhoneNum
Preparation2018-10-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-22IPDt
IP Tm08:06:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB93AC70C31DAD525034B788864ABA0EAD35EC709AtSubmissionCreationDeviceId
At Submission Filing Device Id1AD411E049554EB474F1A76C7C0DE76A84237027AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

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$66,443GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,241ContributionsGiftsGrantsEtcAmt
Investment Income$153InvestmentIncomeAmt
Fundraising Gross Income$60,049FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,645SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$44,404SpecialEventsNetIncomeLossAmt
Total Revenue$50,798TotalRevenueAmt
Grants And Similar Amounts Paid$10,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$438FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$32,251OtherExpensesTotalAmt
Total Expenses$43,189TotalExpensesAmt
Excess Or Deficit For Year$7,609ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$114,644NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$122,253NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$113,020BOYAmt
EOY$120,768EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,624BOYAmt
EOY$1,485EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$114,644BOYAmt
EOY$122,253EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$114,644BOYAmt
EOY$122,253EOYAmt
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.$11,166
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.$7,974
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 4,833. 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 2,250. 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 5,416. 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 579 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 121. BOARD DISCRETIONARY EXPENSES 563 PRESIDENT DISCRETIONARY EXPENSES 659 ROTARY FOUNDATION EXPENSES 3,204$13,549
FieldValueIRS element (for citing)
Total Program Service Expenses$43,189TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PATRICIA PORTER
PRESIDENT1.00$0
ANDY LOVE
PRESIDENT EL1.00$0
JEFF CABANAW
VICE-PRESIDE1.00$0
JEAN ASHE
SECRETARY1.00$0
KRISTIN WINER
TREASURER1.00$0
DAMON CLARK
DIRECTOR1.00$0
BILL PARMALEE
SARGENT-AT-A1.00$0
SHARON DETTENRIEDER
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)
PersonKRISTIN WINERPersonNm

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$4,167CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,868CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,140CurrentTaxYearMinus1YearAmt
Current Tax Year$6,241CurrentTaxYearAmt
Total$25,941TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,612CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,651CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,678CurrentTaxYearMinus1YearAmt
Current Tax Year$60,049CurrentTaxYearAmt
Total$264,344TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,521CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,818CurrentTaxYearMinus1YearAmt
Current Tax Year$66,290CurrentTaxYearAmt
Total$290,285TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$290,285PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$708TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$708TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,320CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,971CurrentTaxYearMinus1YearAmt
Current Tax Year$66,443CurrentTaxYearAmt
Total$290,993TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99760PublicSupportCY509Pct
Public Support PY5090.99720PublicSupportPY509Pct
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$36,529GrossReceiptsEvent1Amt
Gross Revenue Event1$36,529GrossRevenueEvent1Amt
Non Cash Prizes Event1$19NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,875FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$745OtherDirectExpensesEvent1Amt
Event2HOCKEY TOURNAMEEvent2Nm
Gross Receipts Event2$14,483GrossReceiptsEvent2Amt
Gross Revenue Event2$14,483GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,423OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$9,293GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$256CharitableContriOtherEventsAmt
Gross Revenue Other Events$9,037GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,705RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$2,378OthDirectExpnssOtherEventsAmt
Gross Receipts Total$60,305GrossReceiptsTotalAmt
Charitable Contributions Tot$256CharitableContributionsTotAmt
Gross Revenue Total Events$60,049GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$19NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,205RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,875FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$5,546OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,645DirectExpenseSummaryEventsAmt
Net Income Summary$44,404NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10CASH CONTRIBUTION: 10,500
FORM 990-EZ, PART I, LINE 16EXPENSES SUPPLIES 286 BANK FEES 20 INTERNATIONAL 4,833 LITERACY 2,250 LOCAL 5,750 NATIONAL 5,752 YOUTH SERVICES 5,416 BOARD DISCRETIONARY 563 POLIO PLUS 1,000 PRESIDENT DISCRETIONARY 659 ROTARY FOUNDATION 3,204 SENIOR LUNCH 2,250 SERVICE ABOVE SELF 121 NON-INVESTMENT DEPRECIATION 147 TOTAL 32,251
FORM 990-EZ, PART II, LINE 242,203 2,203 LESS ACCUMULATED DEPRECIATION 1,404 1,543 CORN BOOTH DEPOSIT 825 825 TOTAL 1,624 1,485
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 4,833. 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 2,250. 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 5,416. 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 579 (NET OF REVENUE) POLIO PLUS EXPENSES 1,000. SERVICE ABOVE SELF EXPENSES 121. BOARD DISCRETIONARY EXPENSES 563 PRESIDENT DISCRETIONARY EXPENSES 659 ROTARY FOUNDATION EXPENSES 3,204