ROTARY INTERNATIONAL: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROTARY INTERNATIONAL (EIN 59-2013141)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-03-14
IRS object ID: 202510739349200226
Schema version: 2023v6.0
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
Form 990-EZ
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-14T10:13:39-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650161812	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCMILLAN WHITEMAN & ASSOCIATES PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1107 W MARION AVE UNIT 115	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	592013141	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY INTL CHARLOTTE HARBOR ROTARY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt
Phone	9416276014	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 494801	AddressLine1Txt
City	PORT CHARLOTTE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339494801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	K STEPHEN CARTER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9415443961	PhoneNum
Signature	2025-03-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEOFFREY L LORAH	PreparerPersonNm
PTIN	P00028247	PTIN
Phone	9416378884	PhoneNum
Preparation	2025-03-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Special Condition	HURRICANE MILTON DR4834FL	SpecialConditionDesc
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	WWW.CHARLOTTEHARBORROTARY.ORG	WebsiteAddressTxt
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$23,148	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$1,150	ContributionsGiftsGrantsEtcAmt
Program Service Revenue	$10,603	ProgramServiceRevenueAmt
Membership Dues	$8,856	MembershipDuesAmt
Fundraising Gross Income	$2,539	FundraisingGrossIncomeAmt
Special Events Net Income Loss	$2,539	SpecialEventsNetIncomeLossAmt
Total Revenue	$23,148	TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct	$701	FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint	$260	OccupancyRentUtltsAndMaintAmt
Printing Publications Postage	$271	PrintingPublicationsPostageAmt
Other Expenses Total	$22,892	OtherExpensesTotalAmt
Total Expenses	$24,124	TotalExpensesAmt
Excess Or Deficit For Year	-$976	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$11,268	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,292	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$12,111	BOYAmt
EOY	$12,296	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$365	BOYAmt
EOY	$390	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,476	BOYAmt
EOY	$12,686	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,208	BOYAmt
EOY	$2,394	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$11,268	BOYAmt
EOY	$10,292	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Program Service ExpensesProgramServiceExpensesAmt
THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.	$16,194
THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.	$961

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt

Program Service ExpensesProgramServiceExpensesAmt

THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.

$16,194

$961

Field	Value	IRS element (for citing)
Total Program Service Expenses	$17,155	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
GERRY HENWOOD
PRESIDENT	000.00	$0
K STEPHEN CARTER
TREASURER	000.00	$0
ROBERT MCDUFFIE
PAST PRESIDE	000.00	$0
CHRISTOPHER GOVER
SECRETARY	000.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	K STEPHEN CARTER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 510391	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339510391	ZIPCd

Field	Value	IRS element (for citing)
Phone	9415443961	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	FOOTBALL GAME ADVERTISING 818 EXPENSES CONFERENCES & MEETINGS 100 ADVERTISING AND PROMOTIONAL 3,817 OFFICE & ADMINISTRATION 2,497 DUES 2,812 MEMBERSHIP EXPENSES 25 MEALS 3,339 ROTARY TRAINING 300 PROGRAM SERVICE EXPENSES 259 LICENSES 158 GIFT OF LIFE DONATIONS 1,750 CONTRIBUTIONS 2,600 DONATIONS 3,150 PRIZES 1,267 TOTAL 22,892
FORM 990-EZ, PART II, LINE 24	ACCOUNTS RECEIVABLE 215 215 PREPAID EXPENSES AND DEFERRED CHARGES 150 175 OFFICE EQUIPMENT 699 699 LESS ACCUMULATED DEPRECIATION 699 699 TOTAL 365 390
FORM 990-EZ, PART II, LINE 26	EVERY ROTARIAN EVERY YEAR 1,208 1,644 PREPAID DUES 0 750
FORM 990-EZ, PART III	TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; ENCOURAGE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; AND THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
FORM 990-EZ, PART III, LINE 28	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.
FORM 990-EZ, PART III, LINE 31	THE CLUB ACTIVELY PARTICIPATES IN CHARITABLE, EDUCATIONAL AND COMMUNITY SERVICE PROJECTS. VARIOUS LOCAL SCHOOLS AND ORGANIZATIONS BENEFIT FROM CONTRIBUTIONS, VOLUNTEER WORK AND SUPPORT. NUMEROUS FUNCTIONS ARE HELD THROUGHOUT THE YEAR WHICH ASSIST IN DEVELOPING A GOOD RELATIONSHIP WITHIN THE COMMUNITY AND OTHER INDIVIDUALS, BUSINESSES, INSTITUTIONS AND ORGANIZATIONS. THE CLUB ALSO CONTRIBUTES TO THE ROTARY FOUNDATION PROGRAMS.