ROTARY INTERNATIONAL: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 42-1507515)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349202008
- Schema version
- 2023v5.0
- 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 | 2024-05-10T09:00:33-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421305655 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mumma & Pedersen | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 S Wilson Avenue | AddressLine1Txt |
| City | Jefferson | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421507515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF JEFFERSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 5153868198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 105 | AddressLine1Txt |
| City | JEFFERSON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LAW | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | LAW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Jonathan Law | PreparerPersonNm |
| PTIN | P01899782 | PTIN |
| Phone | 5153868198 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | JEFFERSONROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $67,682 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,115 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $126 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gaming Gross Income | $5,910 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $45,531 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $19,036 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $32,405 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $48,646 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $21,470 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $225 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $64 | OtherExpensesTotalAmt |
| Total Expenses | $21,759 | TotalExpensesAmt |
| Excess Or Deficit For Year | $26,887 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $39,699 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,586 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,699 | BOYAmt |
| EOY | $66,586 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,699 | BOYAmt |
| EOY | $66,586 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,699 | BOYAmt |
| EOY | $66,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRIMARY PURPOSE IS RAISING FUNDS TO BE USED FOR CHARITABLE PURPOSES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (12 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| SCHOLARSHIPS FOR 4 GRADUATING SENIORS | $6,000 |
| DONATION TO ROTARY INTERNATIONAL FOUNDATION FOR POLIO PLUS PROGRAM AND GENERAL FUND. | $3,500 |
| JEFFERSON MATTERS: MAIN STREET DONATION FOR ROOFTOP ART | $1,250 |
| GREENE COUNTY YOUTH ATHLETIC ASSOC. - FEE SCHOLARSHIPS | $1,500 |
| RIPPEY PUBLIC LIBRARY DONATION | $750 |
| CITY OF JEFFERSON, IOWA - LIFEGUARD SAFETY EQUIPMENT | $769 |
| IOWA STATE UNIVERSITY EXTENSION - SUMMER DAY CAMP DONATION | $500 |
| JEFFERSON PUBLIC LIBRARY DONATION | $600 |
| OUR COMMUNITY HEALTH FOUNDATION - DOLLY PARTON IMAGINATION LIBRARY | $2,000 |
| TODDLER FEST BOOK DONATIONS | $66 |
| WEBB HOUSE DONATION | $2,321 |
| BENCHES FOR ROTARY DOG PARK | $3,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,184 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOHN GERKEN | ||
| Treasurer | 1.00 | $0 |
| JONATHAN LAW | ||
| Director | 1.00 | $0 |
| TORI RILEY | ||
| Director | 1.00 | $0 |
| STEVEN SCHWALLER | ||
| Secretary | 1.00 | $0 |
| TRAVIS DVORAK | ||
| President | 1.00 | $0 |
| THOMAS LAEHN | ||
| Director | 0 | $0 |
| JACQUE ANDREW | ||
| Director | 1.00 | $0 |
| SUSAN LAEHN | ||
| Director | 1.00 | $0 |
| CHRIS DURLAM | ||
| Director | 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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GERKEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 WEST GREENEWOOD RD | AddressLine1Txt |
| City | JEFFERSON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5153700432 | 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 | $44,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,979 | CurrentTaxYearAmt |
| Total | $134,514 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,979 | CurrentTaxYearAmt |
| Total | $134,514 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $134,514 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $43 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126 | CurrentTaxYearAmt |
| Total | $169 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $43 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126 | CurrentTaxYearAmt |
| Total | $169 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,105 | CurrentTaxYearAmt |
| Total | $134,683 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00130 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY AUCTION | Event1Nm |
| Gross Receipts Event1 | $45,311 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,311 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,862 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,960 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $45,311 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $45,311 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,862 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,960 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $29,489 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: SCHOLARSHIPS | Cash Amount Given: $6000 |
| Other Expenses.1 | BANK FEES & SALES TAX $64 |
Comments