ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION: Form 990EZ, tax year 2016
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- Organization
- ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION (EIN 77-0539435)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-13
- IRS object ID
- 201820449349200617
- Schema version
- 2016v3.0
- 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 | 2018-02-13T09:44:45-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYONS & LYONS CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 GRAND AVENUE SUITE 133 | 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 | 2016-07-01 | 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 Charitable Foundation | BusinessNameLine1Txt |
| 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 |
| Phone | 8054894196 | PhoneNum |
| Signature | 2018-01-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD S LYONS CPA | PreparerPersonNm |
| Phone | 8054817600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.194.45.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-13 | IPDt |
| IP Tm | 09:44:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6144224DE1BEFDFE790D3DE492BAE14325F02CF3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 315FE25CDC29099A23D019FBADC587C6E5546E71 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $75,550 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,566 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $31,830 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $43,299 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$11,469 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $2,154 | OtherRevenueTotalAmt |
| Total Revenue | $32,251 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $13,500 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $225 | PrintingPublicationsPostageAmt |
| Total Expenses | $13,725 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,526 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $151,836 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $8,167 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $178,529 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $178,529 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $178,529 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,836 | BOYAmt |
| EOY | $178,529 | 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 | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| COLLEGE SCHOLARSHIPS | $10,000 |
| COMMUNITY NONPROFIT ORGANIZATIONS | $2,500 |
| TRADE SCHOLARSHIP | $1,657 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MIKE BOYER | ||
| President | 2.00 | $0 |
| JOEL CONN | ||
| Vice President | 2.00 | $0 |
| CONNIE O'HENLEY | ||
| Treasurer | 2.00 | $0 |
| JOHN TRAVERSARO | ||
| Secretary | 2.00 | $0 |
| DON WEBER | ||
| Managing Director | 2.00 | $0 |
| CLIFF NAGLER | ||
| Director | 2.00 | $0 |
| BRUCE BEAUDOIN | ||
| 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 |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
| 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 |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $41,566 | CurrentTaxYearAmt |
| Total | $41,566 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $150 | CurrentTaxYearAmt |
| Total | $150 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $31,680 | CurrentTaxYearAmt |
| Total | $31,680 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $73,396 | CurrentTaxYearAmt |
| Total | $73,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $73,396 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,154 | CurrentTaxYearAmt |
| Total | $2,154 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,154 | CurrentTaxYearAmt |
| Total | $2,154 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97150 | PublicSupportCY509Pct |
| Investment Income CY | 0.02850 | InvestmentIncomeCYPct |
| 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 | $47,880 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,050 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,830 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,090 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $8,316 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,659 | OtherDirectExpensesEvent1Amt |
| Event2 | Diversity Coalition | Event2Nm |
| Gross Receipts Event2 | $18,831 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,831 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $20,234 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $66,711 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,881 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,830 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,090 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $8,316 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,893 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,299 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,469 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Dividends and interest 2154. |
| Form 990EZ, Part I, Line 10 | Educational support; Scholarships; Various: , , , ; , 13500. |
| Form 990EZ, Part I, Line 20 | Unrealized gains 8167. |
| Form 990EZ, Part II, Line 24 | Investments |