ROTARY INTERNATIONAL: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 59-6134931)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349204202
- Schema version
- 2022v5.0
- 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 | 2024-05-15T10:47:07-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596134931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL FT MYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 2393328158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MCGREGOR BLVD 102 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLANN SWANSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2393328158 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLANN | PersonFirstNm |
| Person Last | SWANSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA COOPER | PreparerPersonNm |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.ROTARYFORTMYERS.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $147,994 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $290 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $93,942 | ProgramServiceRevenueAmt |
| Membership Dues | $49,790 | MembershipDuesAmt |
| Investment Income | $67 | InvestmentIncomeAmt |
| Other Revenue Total | $3,905 | OtherRevenueTotalAmt |
| Total Revenue | $147,994 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $31,176 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,457 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $15,057 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $565 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $69,181 | OtherExpensesTotalAmt |
| Total Expenses | $118,436 | TotalExpensesAmt |
| Excess Or Deficit For Year | $29,558 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $163,669 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$123 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $193,104 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,489 | BOYAmt |
| EOY | $136,515 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,305 | BOYAmt |
| EOY | $83,166 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,794 | BOYAmt |
| EOY | $219,681 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,125 | BOYAmt |
| EOY | $26,577 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,669 | BOYAmt |
| EOY | $193,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE COMMUNITY SERVICE PROJECTS AND FELLOWSHIP AMONG CLUB MEMBERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROMOTE COMMUNITY SERVICE PROJECTS AND FELLOWSHIP AMONG CLUB MEMBERS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $106,398 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $106,398 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| PATRICIA BELL | ||||
| EXECUTIVE SECRETARY | 20.00 | $26,480 | $0 | $0 |
| CAROLANN SWANSON | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAN DETRICK | ||||
| PRESIDENT ELECT | 1.00 | $0 | $0 | $0 |
| DON MOLLOY | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRANDON KINSEY | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY ACHTER | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| AMY TURNER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDON MUSCATO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DYLAN GERACI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC JACKSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAKE HERRING | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVE BELCHER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA BELL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MCGREGOR BLVD STE 102 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393328158 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 67. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 3,905. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,509. DESCRIPTION: INSURANCE. AMOUNT: 1,360. DESCRIPTION: MEALS MEETINGS & CONVENTIONS. AMOUNT: 58,323. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 2,089. DESCRIPTION: AWARDS & GIFTS. AMOUNT: 1,277. DESCRIPTION: MISCELLANEOUS. AMOUNT: 623. TOTAL TO FORM 990-EZ, LINE 16: 69,181. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -123. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,116. END OF YEAR AMOUNT: 50,061. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 290. END OF YEAR AMOUNT: 18. DESCRIPTION: DUE FROM AFFILIATES. BEG. OF YEAR AMOUNT: 142. END OF YEAR AMOUNT: 330. DESCRIPTION: COMMEMORATIVE 100TH ANNIVERSARY CLOCK. BEG. OF YEAR AMOUNT: 32,757. END OF YEAR AMOUNT: 32,757. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 843. END OF YEAR AMOUNT: 1,370. DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 5,215. END OF YEAR AMOUNT: 21,422. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,991. END OF YEAR AMOUNT: 1,998. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,076. END OF YEAR AMOUNT: 1,787. |
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. | DeclarationDesc |
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