ROTARY DISTRICT 5390 FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY DISTRICT 5390 FOUNDATION (EIN 75-3108138)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-12
- IRS object ID
- 201223479349200127
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-12T17:09:11-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591040435 | 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 | 753108138 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY DISTRICT 5390 FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 4066529500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1091 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591031091 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN ROBISON | Name |
| Title | TREASURER/SECRATARY | Title |
| Phone | 4066529500 | Phone |
| Date Signed | 2012-12-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL S MILLER CPA | Name |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | Phone |
| 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 |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 52213 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 52213 | ContributionsGiftsGrantsEtc |
| Total Revenue | 52213 | TotalRevenue |
| Grants And Similar Amounts Paid | 67209 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 1200 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 500 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 539 | OtherExpensesTotal |
| Total Expenses | 69448 | TotalExpenses |
| Excess Or Deficit For Year | -17235 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 21778 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 4543 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21658 | BOY |
| EOY | 4623 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120 | BOY |
| EOY | 220 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21778 | BOY |
| EOY | 4843 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 300 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21778 | BOY |
| EOY | 4543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDING GRANTS FOR ROTARY PROJECTS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDED FUNDS FOR THE PHILIPSBURG ICE RINK, DICTIONARIES FOR GRADE SCHOOL CHILDREN, POLIO SHOTS, WATER PROJECTS AND MISC. OTHER ROTARY PROJECTS. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 67208 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 67208 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARK FRISBY | ||||||||
| PO BOX 1091 | BILLINGS | MT | 59103 | FOUNDATION CHAIR | 2.00 | 0 | 0 | 0 |
| ARLENE WEBER | ||||||||
| PO BOX 1091 | BILLINGS | MT | 59103 | DISTRICT GOVERNOR | 2.00 | 0 | 0 | 0 |
| ELLEN ROBISON | ||||||||
| PO BOX 1091 | BILLINGS | MT | 59103 | TREASURER/SECRATARY | 2.00 | 1200 | 0 | 0 |
| DAVE KINSEY | ||||||||
| PO BOX 1091 | BILLINGS | MT | 59103 | IMMEDIATE PAST DISTRICT GO | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN ROBISON | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1091 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4066529500 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53077 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52213 | CurrentTaxYear |
| Total | 334884 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53077 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52213 | CurrentTaxYear |
| Total | 334884 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 334884 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57 | CurrentTaxYearMinus4Years |
| Total | 57 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 334941 | TotalSupport |
| Public Support Pertcentage170 | 0.99980 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99960 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (24 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1202 ELAINE DR ANACONDA, MT 59711. PURPOSE OF PAYMENT: ANACONDA COMMUNITY PROJECT. AMOUNT OF PAYMENT: 4,585. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 13,585. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: TO PROVIDE FUNDS TO ASSIST IN BUILDING OF COMMUNITY ICE RINK.. AMOUNT OF PAYMENT: 500. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY INTERNATIONAL - THE ROTARY FOUNDATION. AFFILIATE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, IL 60201. PURPOSE OF PAYMENT: BLANKETS FOR KENYA. AMOUNT OF PAYMENT: 745. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY INTERNATIONAL - THE ROTARY FOUNDATION. AFFILIATE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, IL 60201. PURPOSE OF PAYMENT: JAPAN MATCHING GRANT. AMOUNT OF PAYMENT: 22,222. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY INTERNATIONAL - THE ROTARY FOUNDATION. AFFILIATE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, MT 60201. PURPOSE OF PAYMENT: FUNDS FOR POLIO PLUS . AMOUNT OF PAYMENT: 3,650. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF BIG SANDY. AFFILIATE ADDRESS: PO BOX 962 LAUREL, MT 59044. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 675. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY INTERNATIONAL DISTRICT 5390. AFFILIATE ADDRESS: PO BOX 1091 BILLINGS, MT 59103-1091. PURPOSE OF PAYMENT: ASSISTANCE TO DISTRICT ORGANIZATION. AMOUNT OF PAYMENT: 10,000. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF MISSOULA CENTENNIAL. AFFILIATE ADDRESS: 3924 CHELSEA. DR MISSOULA, MT 59808. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 428. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF COLUMBIA FALLS. AFFILIATE ADDRESS: PO BOX 2311 COLUMBIA FALLS, MT 59912. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 900. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF LIBBY. AFFILIATE ADDRESS: PO BOX 555 LIBBY, MT 59923. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF BIG SKY. AFFILIATE ADDRESS: PO BOX 160473 BIG SKY, MT 59716. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF MISSOULA SUNRISE. AFFILIATE ADDRESS: PO BOX 5755 MISSOULA, MT 59806. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 900. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: GREAT FALLS ROTARY. AFFILIATE ADDRESS: PO BOX 1551 GREAT FALLS, MT 59403. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB LAUREL. AFFILIATE ADDRESS: PO BOX 962 LAUREL, MT 59044. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 900. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF MISSOULA . AFFILIATE ADDRESS: PO BOX 9290 MISSOULA, MT 59807. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 800. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF BUTTE. AFFILIATE ADDRESS: PO BOX 3014 BUTTE, MT 59702-3014. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 860. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY CLUB OF TWIN BRIDGES. AFFILIATE ADDRESS: TWIN BRIDGES TWIN BRIDGES, MT 59754. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: KALISPELL EVERGREEN. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: THE ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: RETURN OF 2010-2011 DISTRICT SIMPLIFIED GRANT. AMOUNT OF PAYMENT: 759. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 67,209. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 539. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 120. END OF YEAR AMOUNT: 220. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 300. |
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. | Declaration |