ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-10-31
IRS object ID: 201223059349200627
Schema version: 2011v1.2
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 A
Schedule G
Schedule O
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-31T15:42:54-05:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COTA CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1405	AddressLine1
City	WILLISTON	City
State	VT	State
ZIP Code	054951405	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	030348126	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB CHARITIES OF ESSEX	BusinessNameLine1
Business Name Line2	VERMONT INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	ROTA	NameControl
Phone	4078102523	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	POBOX 8466	AddressLine1
City	ESSEX	City
State	VT	State
ZIP Code	054518466	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PHILLIP MURDOCK	Name
Title	PRESIDENT	Title
Phone	4078102523	Phone
Date Signed	2012-10-31	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RAYMOND S COTA CPA	Name
Phone	8028781158	Phone
Date Prepared	2012-10-31	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	X	MethodOfAccountingCash
Schedule B Not Required	X	ScheduleBNotRequired
Web Site	WWW.ESSEXROTARY.ORG	WebSite
Organization501c3	X	Organization501c3
Gross Receipts	52050	GrossReceipts
Info In Schedule O Part I	X	InfoInScheduleOPartI
Contributions Gifts Grants Etc	4300	ContributionsGiftsGrantsEtc
Program Service Revenue	9721	ProgramServiceRevenue
Investment Income	324	InvestmentIncome
Fundraising Gross Income	37705	FundraisingGrossIncome
Special Events Direct Expenses	12331	SpecialEventsDirectExpenses
Special Events Net Income Loss	25374	SpecialEventsNetIncomeLoss
Total Revenue	39719	TotalRevenue
Grants And Similar Amounts Paid	28880	GrantsAndSimilarAmountsPaid
Other Expenses Total	9039	OtherExpensesTotal
Total Expenses	37919	TotalExpenses
Excess Or Deficit For Year	1800	ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY	86813	NetAssetsOrFundBalancesBOY
Other Changes In Net Assets	-326	OtherChangesInNetAssets
Net Assets Or Fund Balances EOY	88287	NetAssetsOrFundBalancesEOY
Info In Schedule O Part II	X	InfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

Field	Value	IRS element (for citing)
BOY	85124	BOY
EOY	86745	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1689	BOY
EOY	1542	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	86813	BOY
EOY	88287	EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

Field	Value	IRS element (for citing)
BOY	86813	BOY
EOY	88287	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Primary Exempt Purpose	THE 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.	PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (4 entries)

Description Program Service AccomDescriptionProgramServiceAccom	Grants And AllocationsGrantsAndAllocations	Program Service ExpensesProgramServiceExpenses
TO PROVIDE OPPORTUNITIES FOR EDUCATIONAL ADVANCEMENT.	10500	10906
TO PROVIDE SUPPORT TO ROTARY CHARITIES LOCALLY, NATIONALLY AND INTERNATIONALLY, AS WELL AS OTHER LOCAL, NATIONAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS.	8275	8275
TO PROVIDE EDUCATIONAL, CHARITABLE AND RECREATIONAL ASSISTANCE TO THE COMMUNITY OF ESSEX JUNCTION BY DONATING BOOKS TO THE LOCAL LIBRARY, PROVIDING ASSISTANCE TO THE ANNUAL COMMUNITY BLOCK PARTY, SPONSORING AN ANNUAL CHRISTMAS DINNER FOR SENIORS, AND SPONSORING AN ANNUAL HIGH SCHOOL SENIOR HOCKEY TOURNAMENT.	10105	18738
TO PROVIDE FUNDING FOR THE ANNUAL ROTARY YOUTH LEADERSHIP ASSEMBLY.

Field	Value	IRS element (for citing)
Total Program Service Expenses	37919	TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
PHILLIP MURDOCK
PO BOX 8466	ESSEX	VT	05451	PRESIDENT	1.00	0
MARIE SCHONHOLTZ
PO BOX 8466	ESSEX	VT	05451	VICE PRESIDE	1.00	0
BETTY POULIN
PO BOX 8466	ESSEX	VT	05451	SECRETARY	1.00	0
MIKE LEBOEUF
PO BOX 8466	ESSEX	VT	05451	TREASURER	1.00	0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc	false	MadeChangesToOrgnzngEtcDoc
Organization Had UBI	false	OrganizationHadUBI
Subject To Proxy Tax	false	SubjectToProxyTax
Organization Dissolved Etc	false	OrganizationDissolvedEtc
Did Org File Form1120 POL This Year	false	DidOrgFileForm1120POLThisYear
Made Loans To From Officers	false	MadeLoansToFromOfficers
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTrans
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	KRISTIN WINER	NamePerson

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8466	AddressLine1
City	ESSEX	City
State	VT	State
ZIP Code	054518466	ZIPCode

Field	Value	IRS element (for citing)
Telephone Number	4078102523	TelephoneNumber

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccount
Foreign Office	false	ForeignOffice
Maintain Any Donor Advised Funds	false	MaintainAnyDonorAdvisedFunds
Does Org Have Hospital	false	DoesOrgHaveHospital
Tanning Services Provided	false	TanningServicesProvided
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Engage Political Cmpgn Activities	false	EngagePoliticalCmpgnActivities
Engage In Lobbying Activities	false	EngageInLobbyingActivities
Operating School	false	OperatingSchool
Trnsfrs Exempt Non Char Related Org	false	TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid Empl	NONE	PartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof Ser	NONE	PartVIAHghstPaidCntrctProfSer
Filed Schedule A	true	FiledScheduleA

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12541	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5243	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4934	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5015	CurrentTaxYearMinus1Year
Current Tax Year	4300	CurrentTaxYear
Total	32033	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	30997	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	33291	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	44394	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	49744	CurrentTaxYearMinus1Year
Current Tax Year	47426	CurrentTaxYear
Total	205852	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	43538	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	38534	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	49328	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	54759	CurrentTaxYearMinus1Year
Current Tax Year	51726	CurrentTaxYear
Total	237885	Total

Field	Value	IRS element (for citing)
Public Support Total509	237885	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3015	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1830	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	407	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	332	CurrentTaxYearMinus1Year
Current Tax Year	324	CurrentTaxYear
Total	5908	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3015	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1830	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	407	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	332	CurrentTaxYearMinus1Year
Current Tax Year	324	CurrentTaxYear
Total	5908	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	46553	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	40364	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	49735	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	55091	CurrentTaxYearMinus1Year
Current Tax Year	52050	CurrentTaxYear
Total	243793	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.97580	PublicSupportPercentage509
Prior Year Support Percentage	0.96640	PriorYearSupportPercentage
Investment Income Percentage	0.02000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	30242	GrossReceiptsEvent1
Gross Revenue Event1	30242	GrossRevenueEvent1
Other Direct Expenses Event1	9483	OtherDirectExpensesEvent1
Name Of Event2	CORN BOOTH	NameOfEvent2
Gross Receipts Event2	7463	GrossReceiptsEvent2
Gross Revenue Event2	7463	GrossRevenueEvent2
Other Direct Expenses Event2	2848	OtherDirectExpensesEvent2
Gross Receipts Total	37705	GrossReceiptsTotal
Gross Revenue Total Events	37705	GrossRevenueTotalEvents
Other Direct Expenses Total Events	12331	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	12331	DirectExpenseSummaryEvents
Net Income Summary	25374	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
OTHER EXPENSES	FORM 990-EZ, PART I, LINE 16	HOCKEY GAME COST OF GOODS SOLD 5,927 CHRISTMAS DINNER FOR SENIOR COST OF GOODS SOLD 1,750 EXPENSES MISCELLANEOUS EXPENSE 388 POSTAGE AND SHIPPING 18 BOOKS 956 TOTAL 9,039
OTHER CHANGES IN NET ASSETS OR FUND BALANCES	FORM 990-EZ, PART I, LINE 20	PRIOR PERIOD ADJUSTMENT -326
OTHER ASSETS	FORM 990-EZ, PART II, LINE 24	CORN BOOTH 2,203 2,203 LESS ACCUMULATED DEPRECIATION 514 661 TOTAL 1,689 1,542
PRIMARY EXEMPT PURPOSE	FORM 990-EZ, PART III	THE 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.
THIRD ACCOMPLISHMENT	FORM 990-EZ, PART III, LINE 30	TO PROVIDE EDUCATIONAL, CHARITABLE AND RECREATIONAL ASSISTANCE TO THE COMMUNITY OF ESSEX JUNCTION BY DONATING BOOKS TO THE LOCAL LIBRARY, PROVIDING ASSISTANCE TO THE ANNUAL COMMUNITY BLOCK PARTY, SPONSORING AN ANNUAL CHRISTMAS DINNER FOR SENIORS, AND SPONSORING AN ANNUAL HIGH SCHOOL SENIOR HOCKEY TOURNAMENT.
ALL OTHER ACCOMPLISHMENT	FORM 990-EZ, PART III, LINE 31	TO PROVIDE FUNDING FOR THE ANNUAL ROTARY YOUTH LEADERSHIP ASSEMBLY.

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

PHILLIP MURDOCK
MARIE SCHONHOLTZ
BETTY POULIN
MIKE LEBOEUF