STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-08
IRS object ID
201733129349201028
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

FieldValueIRS element (for citing)
Return2017-11-08T12:36:29-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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)
PersonSHARON DETTENRIEDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4078102523PhoneNum
Signature2017-10-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY M MORIN CPAPreparerPersonNm
PTINP00162147PTIN
Phone8026555665PhoneNum
Preparation2017-10-18PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdB7EDB12B6B8D1A92AFC28057B8D0AB8EAB25E41AAtSubmissionCreationDeviceId
At Submission Filing Device Id06973FA80106624CF3AD801737B1228CA1859395AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$60,971GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$4,140ContributionsGiftsGrantsEtcAmt
Investment Income$153InvestmentIncomeAmt
Fundraising Gross Income$56,678FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,719SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$40,959SpecialEventsNetIncomeLossAmt
Total Revenue$45,252TotalRevenueAmt
Grants And Similar Amounts Paid$8,420GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$650FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$29,002OtherExpensesTotalAmt
Total Expenses$38,072TotalExpensesAmt
Excess Or Deficit For Year$7,180ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$107,462NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,642NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$106,302BOYAmt
EOY$113,018EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,160BOYAmt
EOY$1,624EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,462BOYAmt
EOY$114,642EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$107,462BOYAmt
EOY$114,642EOYAmt
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$8,000$8,000
LOCAL: TO SUPPORT OUR LOCAL COMMUNITY WITH A FOCUS ON FOOD BANKS AND HOMELESS FAMILY SUPPORT.$10,355
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.$420$9,015
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. GRANTS 0. EXPENSES 2.990. 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. GRANTS 0. EXPENSES 3,030. 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. GRANTS 0. EXPENSES 4,697. 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. GRANTS 0. EXPENSES 383 (NET OF REVENUE) POLIO PLUS GRANTS 0. EXPENSES 1,000. SERVICE ABOVE SELF GRANTS 0. EXPENSES 771. BOARD DISCRETIONARY GRANTS 0. EXPENSES 923 PRESIDENT DISCRETIONARY GRANTS 0. EXPENSES 1,000 ROTARY FOUNDATION GRANTS 0. ENPENSES 2,700$10,702
FieldValueIRS element (for citing)
Total Program Service Expenses$38,072TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHARON DETTENRIEDER
PRESIDENT1.00$0
TRISH PORTER
PRESIDENT EL1.00$0
JEFF CABANAW
VICE PRESIDE1.00$0
JEAN ASHE
SECRETARY1.00$0
KRISTIN WINER
TREASURER1.00$0
BRAD LAROSE
DIRECTOR1.00$0
DAMON CLARK
DIRECTOR1.00$0
PAT SPIELMAN
DIRECTOR1.00$0
ANDY LOVE
DIRECTOR1.00$0
GREG MORGAN
DIRECTOR1.00$0
NANCY FREEZE
IMMEDIATE PA1.00$0
DAVE JOHNSON
DIRECTOR1.00$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$6,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,167CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,525CurrentTaxYearMinus1YearAmt
Current Tax Year$4,140CurrentTaxYearAmt
Total$26,230TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,354CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,651CurrentTaxYearMinus1YearAmt
Current Tax Year$56,678CurrentTaxYearAmt
Total$249,452TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,176CurrentTaxYearMinus1YearAmt
Current Tax Year$60,818CurrentTaxYearAmt
Total$275,682TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$275,682PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$772TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144CurrentTaxYearMinus1YearAmt
Current Tax Year$153CurrentTaxYearAmt
Total$772TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,613CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,320CurrentTaxYearMinus1YearAmt
Current Tax Year$60,971CurrentTaxYearAmt
Total$276,454TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99720PublicSupportCY509Pct
Public Support PY5090.99650PublicSupportPY509Pct
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$35,856GrossReceiptsEvent1Amt
Gross Revenue Event1$35,856GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,110RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,800FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,402OtherDirectExpensesEvent1Amt
Event2HOCKEY TOURNAMEEvent2Nm
Gross Receipts Event2$12,274GrossReceiptsEvent2Amt
Gross Revenue Event2$12,274GrossRevenueEvent2Amt
Food And Beverage Event2$85FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,280OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$8,812GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$264CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,548GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,676RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$2,366OthDirectExpnssOtherEventsAmt
Gross Receipts Total$56,942GrossReceiptsTotalAmt
Charitable Contributions Tot$264CharitableContributionsTotAmt
Gross Revenue Total Events$56,678GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,786RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,885FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,048OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,719DirectExpenseSummaryEventsAmt
Net Income Summary$40,959NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 108,000 0 0
FORM 990-EZ, PART I, LINE 16EXPENSES SUPPLIES 23 INTERNATIONAL 2,990 LITERACY 3,030 LOCAL 5,658 NATIONAL 6,345 YOUTH SERVICES 4,697 BOARD DISCRETIONARY 250 POLIO PLUS 1,000 PRESIDENT DISCRETIONARY 1,000 ROTARY FOUNDATION 2,700 SENIOR LUNCH 383 SERVICE ABOVE SELF 771 NON-INVESTMENT DEPRECIATION 155 TOTAL 29,002
FORM 990-EZ, PART II, LINE 242,203 2,203 LESS ACCUMULATED DEPRECIATION 1,249 1,404 CORN BOOTH DEPOSIT 206 825 TOTAL 1,160 1,624
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. GRANTS 0. EXPENSES 2.990. 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. GRANTS 0. EXPENSES 3,030. 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. GRANTS 0. EXPENSES 4,697. 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. GRANTS 0. EXPENSES 383 (NET OF REVENUE) POLIO PLUS GRANTS 0. EXPENSES 1,000. SERVICE ABOVE SELF GRANTS 0. EXPENSES 771. BOARD DISCRETIONARY GRANTS 0. EXPENSES 923 PRESIDENT DISCRETIONARY GRANTS 0. EXPENSES 1,000 ROTARY FOUNDATION GRANTS 0. ENPENSES 2,700