STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROTARY DISTRICT 5390 FOUNDATION: Form 990EZ, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ROTARY DISTRICT 5390 FOUNDATION (EIN 75-3108138)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-10-03
IRS object ID
201132769349200518
Schema version
2010v3.4
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)
Timestamp2011-10-03T16:53:12-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON ZURMUEHLEN & CO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11601 LEWIS AVE STE 105AddressLine1
CityBILLINGSCity
StateMTState
ZIP Code59102ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN753108138EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROTARY DISTRICT 5390 FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROTANameControl
Phone4066529500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1091AddressLine1
CityBILLINGSCity
StateMTState
ZIP Code591031091ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameELLEN ROBISONName
TitleTREASURER/SECRATARYTitle
Phone4066529500Phone
Date Signed2011-09-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL S MILLER CPAName
Phone4062455136Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts75873GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc75873ContributionsGiftsGrantsEtc
Total Revenue75873TotalRevenue
Grants And Similar Amounts Paid65301GrantsAndSimilarAmountsPaid
Salaries Other Comp Empl Benefits1200SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors500FeesAndOthPymtToIndContractors
Other Expenses Total481OtherExpensesTotal
Total Expenses67482TotalExpenses
Excess Or Deficit For Year8391ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY13387NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY21778NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY13387BOY
EOY21658EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY120EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY13387BOY
EOY21778EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY13387BOY
EOY21778EOY
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDING GRANTS FOR ROTARY PROJECTSPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomPROVIDED FUNDS FOR THE PHILIPSBURG ICE RINK, DICTIONARIES FOR GRADE SCHOOL CHILDREN, POLIO SHOTS, WTER PROJECTS AND MISC. OTHER ROTARY PROJECTS.DescriptionProgramServiceAccom
Grants And Allocations0GrantsAndAllocations
Program Service Expenses65301ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses65301TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARK FRISBY
PO BOX 1091BILLINGSMT59103FOUNDATION CHAIR2.00000
ARLENE WEBER
PO BOX 1091BILLINGSMT59103DISTRICT GOVERNOR2.00000
ELLEN ROBISON
PO BOX 1091BILLINGSMT59103TREASURER/SECRATARY2.00120000
ROGER BARNES
PO BOX 1091BILLINGSMT59103DISTRICT GOVENOR NOMINEE DESI2.00000
DAVE KINSEY
PO BOX 1091BILLINGSMT59103IMMEDIATE PAST DISTRICT GOVEN2.00000
DARYL HANSEN
PO BOX 1091BILLINGSMT59103DISTRICT GOVENOR ELECT2.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ELLEN ROBISONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1091AddressLine1
CityBILLINGSCity
StateMTState
ZIP Code59103ZIPCode
FieldValueIRS element (for citing)
Telephone Number4066529500TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76185CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years53077CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years81365CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72356CurrentTaxYearMinus1Year
Current Tax Year75873CurrentTaxYear
Total358856Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76185CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years53077CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years81365CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year72356CurrentTaxYearMinus1Year
Current Tax Year75873CurrentTaxYear
Total358856Total
FieldValueIRS element (for citing)
Public Support Total170358856PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years57CurrentTaxYearMinus3Years
Total157Total
FieldValueIRS element (for citing)
Total Support359013TotalSupport
Public Support Pertcentage1700.99960PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99940PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (27 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF LIVINGSTON. AFFILIATE ADDRESS: PO BOX 66 LIVINGSTON, MT 59047. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF LAUREL. AFFILIATE ADDRESS: PO BOX 962 LAUREL, MT 59044. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 900.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1202 ELAINE DR ANACONDA, MT 59711. PURPOSE OF PAYMENT: ANACONDA COMMUNITY PROJECT. AMOUNT OF PAYMENT: 6,040.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF KALISPELL. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF MANHATTAN. AFFILIATE ADDRESS: 118 KERI STREET MANHATTAN, MT 59741. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF LEWISTOWN. AFFILIATE ADDRESS: 505 W MAIN ST STE 201 LEWISTOWN, MT 59457. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF GLENDIVE. AFFILIATE ADDRESS: PO BOX 808 GLENDIVE, MT 59330. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 1,500.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF WHITEFISH. AFFILIATE ADDRESS: 6570 US HIGHWAY 93 S WHITEFISH, MT 59937. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF LIBBY. AFFILIATE ADDRESS: PO BOX 555 LIBBY, MT 59923. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: BOZEMAN SUNRISE ROTARY CLUB. AFFILIATE ADDRESS: PO BOX 6523 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 950.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY INTERNATIONAL - THE ROTARY FOUNDATION. AFFILIATE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, IL 60201. PURPOSE OF PAYMENT: TO PROVIDE FUNDS TO ASSIST ROTARY INTERNATIONAL ERRADICATE POLIO. AMOUNT OF PAYMENT: 18,235.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: PURE WATER FOR THE WORLD. AFFILIATE ADDRESS: PO BOX 555 RUTLAND, VT 05702. PURPOSE OF PAYMENT: TO PROVIDE FUNDS FOR WORLD WATER PROJECTS. AMOUNT OF PAYMENT: 11,791.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF MISSOULA. AFFILIATE ADDRESS: PO BOX 9290 MISSOULA, MT 59807. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF HELENA NOON. AFFILIATE ADDRESS: PO BOX 333 HELENA, MT 59624. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 800.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE 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: 905.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF KALISPELL EVERGREEN. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 900.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF MALTA. AFFILIATE ADDRESS: PO BOX 215 MALTA , MT 59538. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 990.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY INTERNATIONAL - THE ROTARY FOUNDATION. AFFILIATE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, IL 60201. PURPOSE OF PAYMENT: PAKISTAN RELIEF GRANT. AMOUNT OF PAYMENT: 100.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF BOZEMAN - SUNRISE. AFFILIATE ADDRESS: PO BOX 61333 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GIANFORTE TRUST GRANT PASSTHROUGH. AMOUNT OF PAYMENT: 10,000.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB OF WHITEHALL. AFFILIATE ADDRESS: PO BOX 13 WHITEHALL, MT 59759. PURPOSE OF PAYMENT: WHITEHALL COMMUNITY PROJECT. AMOUNT OF PAYMENT: 500.
PAYMENTS TO AFFILIATESFORM 990-EZ, PART I, LINE 10AFFILIATE NAME: ROTARY CLUB WHITEHALL. AFFILIATE ADDRESS: PO BOX 13 WHITEHALL, MT 59759. PURPOSE OF PAYMENT: SIMPLIFIED GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 800. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 65,301.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 481.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 120.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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