ROTARY DISTRICT 5390 FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 5390 FOUNDATION (EIN 75-3108138)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201611349349201876
- Schema version
- 2014v6.0
- 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 | 2016-05-13T10:25:15-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591040435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753108138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 5390 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 4066529500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1091 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591031091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MAYOTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4066529500 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL S MILLER CPA | PreparerPersonNm |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $61,155 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $61,155 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $61,155 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $48,375 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,700 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $50,075 | TotalExpensesAmt |
| Excess Or Deficit For Year | $11,080 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $3,502 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $14,582 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,402 | BOYAmt |
| EOY | $15,072 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $675 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,802 | BOYAmt |
| EOY | $15,747 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $1,165 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,502 | BOYAmt |
| EOY | $14,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDING GRANTS FOR MONTANA ROTARY CLUB ROTARY PROJECTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED FUNDS FOR THE PHILIPSBURG BIKE PATH, DICTIONARIES FOR GRADE SCHOOL CHILDREN, POLIO SHOTS, WATER PROJECTS AND MISC. OTHER ROTARY PROJECTS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $48,375 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,375 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DAVID KINSEY | ||||
| CHAIRMAN | 2.00 | $0 | $0 | $0 |
| MICHAEL MAYOTT | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| WILLIAM SPATH | ||||
| DISTRICT GOVERNOR | 2.00 | $0 | $0 | $0 |
| MALINDA SHAFMAN | ||||
| DISTRICT GOVERNOR ELECT | 2.00 | $0 | $0 | $0 |
| JOSEPH MCBRIDE | ||||
| DISTRICT GOVERNOR NOMINEE | 2.00 | $0 | $0 | $0 |
| SHAWNA SECKER | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL MAYOTT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1091 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066529500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,155 | CurrentTaxYearAmt |
| Total | $312,800 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,155 | CurrentTaxYearAmt |
| Total | $312,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $312,800 | PublicSupportTotal170Amt |
| Total Support | $312,800 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 16,197. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF HELENA. AFFILIATE ADDRESS: PO BOX 333 HELENA, MT 59624. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 3,950. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF MISSOULA. AFFILIATE ADDRESS: PO BOX 8867 MISSOULA, MT 59807. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 3,193. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF KALISPELL. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,500. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF BIGFORK. AFFILIATE ADDRESS: PO BOX 2224 BIGFORK, MT 59911. PURPOSE OF PAYMENT: BIKE PATH PROJECT. AMOUNT OF PAYMENT: 9,007. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF MILES CITY. AFFILIATE ADDRESS: 4TH & EAGLE MILES CITY, MT 59301. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF LIBBY. AFFILIATE ADDRESS: PO BOX 555 LIBBY, MT 59923. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF WHITEHALL. AFFILIATE ADDRESS: 1 SUNNY SLOPE WHITEHALL, MT 59759. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 500. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF GLENDIVE. AFFILIATE ADDRESS: PO BOX 624 GLENDIVE, MT 59330. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 778. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES | AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1201 ELAINE DRIVE ANACONDA, MT 59711. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 48,375. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 400. END OF YEAR AMOUNT: 675. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 1,165. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |