ROTARY CLUB CHARITIES OF ESSEX VERMONT INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY CLUB CHARITIES OF ESSEX VERMONT INC (EIN 03-0348126)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202601329349202020
- Schema version
- 2024v5.0
- 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 | 2026-05-12T09:58:23-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030280081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 463 MOUNTAIN VIEW DR STE 403 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030348126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB CHARITIES OF ESSEX | BusinessNameLine1Txt |
| Business Name Line2 | VERMONT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 8023161003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8466 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054518466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH KLIMOSKI | PersonNm |
| Person Title | PAST -PRESIDENT | PersonTitleTxt |
| Phone | 8023161003 | PhoneNum |
| Signature | 2026-05-11 | 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 | JEFFREY M MORIN CPA | PreparerPersonNm |
| PTIN | P00162147 | PTIN |
| Phone | 8026555665 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ROTARYCLUBOFESSEX.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $120,775 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $40,024 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $80,751 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $25,224 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $55,527 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $95,551 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $15,750 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,715 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $256 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $15 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $88,438 | OtherExpensesTotalAmt |
| Total Expenses | $106,174 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,623 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $64,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,795 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,418 | BOYAmt |
| EOY | $53,795 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,418 | BOYAmt |
| EOY | $53,795 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,418 | BOYAmt |
| EOY | $53,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, ORGANIZE AND OPERATE FUNDRAISING 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| LOCAL: TO SUPPORT OUR LOCAL COMMUNITY WITH A FOCUS ON FOOD BANKS AND HOMELESS FAMILY SUPPORT. | $20,000 | |
| SCHOLARSHIP: TO PROVIDE SCHOLARSHIPS TO OUR LOCAL HIGH SCHOOL STUDENTS | $15,750 | $15,750 |
| YOUTH: TO SUPPORT OUR LOCAL YOUTH. | $6,728 | |
| OTHER PROGRAMS INCLUDE POLIO PLUS, RYLA, SERVICES ABOUT SELF, ESSEX PARADE, DIVERSITY, ENVIRONMENT, BOARD AND PRESIDENT DISCRETIONARY AND HOLIDAY LUNCH. | $63,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $106,174 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| EDITH KLIMOSKI | ||
| PAST -PRESID | 1.00 | $0 |
| KURT JOHNSON | ||
| PRESIDENT EL | 1.00 | $0 |
| LOIS PARMELEE | ||
| PRESIDENT | 1.00 | $0 |
| HARRIET GRAY | ||
| VICE PRESIDE | 1.00 | $0 |
| JEAN ASHE | ||
| SECRETARY | 1.00 | $0 |
| TRISH PORTER | ||
| TREASURER | 1.00 | $0 |
| SHARON DETTENRIEDER | ||
| MEMBER AT LA | 1.00 | $0 |
| MAX SEATON | ||
| MEMBER AT LA | 1.00 | $0 |
| TIM GENDRON | ||
| SERGEANT-AT- | 1.00 | $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 | EDITH KLIMOSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8466 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023161003 | 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 |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,024 | CurrentTaxYearAmt |
| Total | $105,567 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,751 | CurrentTaxYearAmt |
| Total | $308,607 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,775 | CurrentTaxYearAmt |
| Total | $414,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $414,174 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,775 | CurrentTaxYearAmt |
| Total | $414,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98440 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOCKEY TOURNAME | Event1Nm |
| Gross Receipts Event1 | $34,936 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $34,936 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,287 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $34,785 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $34,785 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,038 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,750 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,402 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,030 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,030 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,902 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,845 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $80,751 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $80,751 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,940 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,750 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,534 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,224 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $55,527 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 15,750 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,227 OFFICE 1,930 INFORMATION TECHNOLOGY 784 YOUTH SERVICES 6,728 FOOD PANTRY 15,000 OPERATION WARM 5,000 OTHER 31,274 BADGES AND AWARDS 19 BANK FEES 1,227 CLUB DUES 8,224 GIFT OF APPRECIATION 209 SUPPLIES 240 MEALS & FOOD 16,576 TOTAL 88,438 |
| FORM 990-EZ, PART II, LINE 24 | VARIOUS DEPRECIABLE ASSETS 2,203 2,203 LESS ACCUMULATED DEPRECIATION 2,203 2,203 TOTAL 0 0 |
| FORM 990-EZ, PART III | THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, ORGANIZE AND OPERATE FUNDRAISING 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. |
| FORM 990-EZ, PART III, LINE 31 | OTHER PROGRAMS INCLUDE POLIO PLUS, RYLA, SERVICES ABOUT SELF, ESSEX PARADE, DIVERSITY, ENVIRONMENT, BOARD AND PRESIDENT DISCRETIONARY AND HOLIDAY LUNCH. |