ROTARY INTERNATIONAL: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ROTARY INTERNATIONAL (EIN 59-2013141)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-11-01
IRS object ID: 201833059349200538
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
Form 990-EZ
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-01T13:00:43-04:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650161812	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEBB LORAH & MCMILLAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1107 WEST MARION AVE UNIT 115	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	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	592013141	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY INTL CHARLOTTE HARBOR ROTARY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 510391	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339510391	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHERRY PENFIELD	PersonNm
Person Title	EXEC SECRETARY	PersonTitleTxt
Phone	9417436419	PhoneNum
Signature	2018-10-31	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEOFFREY L LORAH	PreparerPersonNm
PTIN	P00028247	PTIN
Phone	9416378884	PhoneNum
Preparation	2018-11-01	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	75.148.104.89	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-01	IPDt
IP Tm	12:00:43	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6E305ADF94E359F5271E32697DD4D989D33C1B08	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BB2E2991E10B21FDF9C981C6920A8B78D8C0B5C6	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	N/A	WebsiteAddressTxt
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$24,520	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Program Service Revenue	$10,236	ProgramServiceRevenueAmt
Membership Dues	$8,775	MembershipDuesAmt
Fundraising Gross Income	$5,509	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$5,351	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$158	SpecialEventsNetIncomeLossAmt
Total Revenue	$19,169	TotalRevenueAmt
Grants And Similar Amounts Paid	$2,500	GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage	$90	PrintingPublicationsPostageAmt
Other Expenses Total	$19,551	OtherExpensesTotalAmt
Total Expenses	$22,141	TotalExpensesAmt
Excess Or Deficit For Year	-$2,972	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$15,234	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,262	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$14,872	BOYAmt
EOY	$11,954	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$2,232	BOYAmt
EOY	$1,793	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,104	BOYAmt
EOY	$13,747	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,870	BOYAmt
EOY	$1,485	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$15,234	BOYAmt
EOY	$12,262	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.	DescriptionProgramSrvcAccomTxt
Grants And Allocations	$2,500	GrantsAndAllocationsAmt
Program Service Expenses	$12,604	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$12,604	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
COLLETTE TOMLINSON
TREASURER	3.00	$0
SHERRY PENFIELD
EXEC SECRETA	3.00	$0
ROBERT MCDUFFIE
CORP SECRETA	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	SHERRY PENFIELD	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 510391	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33951	ZIPCd

Field	Value	IRS element (for citing)
Phone	9417436419	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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	EXPENSES ADVERTISING AND PROMOTION 495 OFFICE & ADMINISTRATION 1,140 CONFERENCES/MEETINGS 1,934 DUES 3,321 WEBSITE 340 MEMBERSHIP EXPENSES 1,304 ROTARY TRAINING 435 CREDIT CARD FEES 53 CORPORATE LICENSES 61 PROGRAM SERVICE EXPENSES 5,767 SATELLITE EXPENSES 4,337 BAD DEBT 364 TOTAL 19,551
FORM 990-EZ, PART II, LINE 24	ACCOUNTS RECEIVABLE 2,232 1,793 TOTAL 2,232 1,793
FORM 990-EZ, PART II, LINE 26	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,059 0 PREPAID DUES AND DEFERRED REVENUE 811 1,485
FORM 990-EZ, PART III	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
FORM 990-EZ, PART III, LINE 28	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.