ROTARY INTERNATIONAL: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 57-0769864)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-30
- IRS object ID
- 201533039349200323
- Schema version
- 2014v5.0
- 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 | 2015-10-30T12:09:46-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5350 WOODSIDE EXEC COURT | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29803 | 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 | 570769864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL ROTARY CLUB OF AIKEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8036485676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685 | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY E SMITH | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8036485676 | PhoneNum |
| Signature | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY MEARES | PreparerPersonNm |
| PTIN | P00025362 | PTIN |
| Phone | 8036482692 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | WWW.AIKENROTARY.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $185,188 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,500 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $7,383 | ProgramServiceRevenueAmt |
| Membership Dues | $154,163 | MembershipDuesAmt |
| Investment Income | $17,077 | InvestmentIncomeAmt |
| Fundraising Gross Income | $4,065 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $912 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,153 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $184,276 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $58,618 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $6,000 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $7,453 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $112,710 | OtherExpensesTotalAmt |
| Total Expenses | $185,281 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,005 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $450,706 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $449,701 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,287 | BOYAmt |
| EOY | $95,310 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,419 | BOYAmt |
| EOY | $354,391 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,706 | BOYAmt |
| EOY | $449,701 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,706 | BOYAmt |
| EOY | $449,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ROTARY CLUB IS A SERVICE ORGANIZATION OF BUSINESS, PROFESSIONAL, AND CIVIC LEADERS THAT FOSTERS HIGH STANDARDS OF LIVIING AND EMPHASIZES SERVICE TO OTHERS, LOCALLY, NATIONALLY AND INTERNATIONALLY. THIS IS ACCOMPLISHED THROUGH WEEKLY MEETINGS AND VARIOUS SCHOLARSHIPS AND GRANTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| CLUB MEMBERS THROUGH THE DUES PROGRAM DONATED TO THE ROTARY FOUNDATION, AN ORGANIZATION THAT PROVIDES SERVICE GRANTS NATIONALLY AND INTERNATIONALLY. | $12,650 | $12,650 |
| GRANTED $17,500 IN COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS BASED ON NEED, ACADEMIC ACCOMPLISHMENTS, AND CIVIC ACTIVITIES. | $17,500 | $17,500 |
| DONATED TO LOCAL HABITAT FOR HUMANITY. | $13,329 | $13,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,479 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JOE LEWIS | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| JASON STEWART | ||||
| PRESIDENT ELECT | 3.00 | $0 | $0 | $0 |
| JOHN MCMICHAEL | ||||
| VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| BARBARA MORGAN | ||||
| PAST PRESIDENT | 2.00 | $0 | $0 | $0 |
| STANLEY SMITH | ||||
| SECRETARY/TREASURER | 10.00 | $6,000 | $0 | $0 |
| COLLETTE BALL | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| LIZ NEAL | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILL WILLIAMS | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| BETH EVERITT | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| GRANT WISEMAN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| CATHERINE RABUN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN LINDSAY | ||||
| DIRECTOR | 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 |
| 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 | STANLEY E SMITH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 VIVION DRIVE | AddressLine1Txt |
| City | AIKEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8036485676 | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 17,077. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 1026 PARK AVE. SE AIKEN, SC 29801. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 13,329. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 17,123. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS COMMUNITY GRANTS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: AIKEN HIGH SCHOOL. GRANTEE ADDRESS: 449 RUTLAND DRIVE AIKEN, SC 29801. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,666. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS SCHOLARSHIPS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 17,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 58,618. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: FOOD SERVICE. AMOUNT: 78,180. DESCRIPTION: DUES. AMOUNT: 19,634. DESCRIPTION: CLUB SOCIAL. AMOUNT: 2,278. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,127. DESCRIPTION: SUPPLIES. AMOUNT: 1,780. DESCRIPTION: CONVENTION & CONFERENCES. AMOUNT: 1,726. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 526. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,105. DESCRIPTION: CLUB SERVICE AND GRANTS. AMOUNT: 4,842. DESCRIPTION: BANK CHARGES. AMOUNT: 21. DESCRIPTION: LOAN WRITEOFF. AMOUNT: 1,491. TOTAL TO FORM 990-EZ, LINE 16: 112,710. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: NOTES AND LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,468. END OF YEAR AMOUNT: 8,211. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 330,951. END OF YEAR AMOUNT: 346,180. |
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 |