LIONS CLUB OF MONTEBELLO CHARITIES FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LIONS CLUB OF MONTEBELLO CHARITIES FOUNDATION (EIN 47-4003767)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-17
- IRS object ID
- 202412619349200701
- Schema version
- 2023v5.1
- 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 | 2024-09-17T01:26:04-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832636022 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tax Guy | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Imperial Hwy Ste 103 | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92835 | 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 | 474003767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIONS CLUB OF MONTEBELLO CHARITIES FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LION | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | MONTEBELLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906400087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY FARBER | PersonNm |
| Person Title | ASSISTANT TREAS | PersonTitleTxt |
| Phone | 2133697742 | PhoneNum |
| Signature | 2024-08-19 | 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 | James Johnson | PreparerPersonNm |
| PTIN | P01011226 | PTIN |
| Phone | 5623938050 | PhoneNum |
| Preparation | 2024-09-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | PUBLIC CHARI | TypeOfOrganizationOtherDesc |
| Gross Receipts | $66,782 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $4,165 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $7,381 | ProgramServiceRevenueAmt |
| Fundraising Gross Income | $55,236 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $55,236 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $66,782 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,250 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $54,414 | OtherExpensesTotalAmt |
| Total Expenses | $55,664 | TotalExpensesAmt |
| Excess Or Deficit For Year | $11,118 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,295 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,413 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,295 | BOYAmt |
| EOY | $64,413 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,295 | BOYAmt |
| EOY | $64,413 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,295 | BOYAmt |
| EOY | $64,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | COMMUNITY SERVICE YOUTH PROGRAMS SUPPOR | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| BACK TO SCHOOL SHOPPING EVENT - PROVIDE CLOTHING AND SCHOOL SUPPLIES FOR STUDENTS IN NEED (MOSTLY STUDENTS DEEMED HOMELESS), WHO ARE IN THE MONTEBELLO UNIFIED SCHOOL DISTRICT. | $12,172 | |
| STUDENT SCHOLARSHIPSPROVIDE SCHOLARSHIPS TO GRADUATING SENIORS IN THE MONTEBELLO UNIFIED SCHOOL DISTRICT FOR HIGHER EDUCATION AND TRADE SCHOOL EDUCATION.WE SUPPORTED 7 STUDENTS | $1,250 | |
| YOUTH PROGRAMSWE SUPPORT 2 BOY SCOUT TROOPS 1 IS A GIRLS TROOP AND THE OTHER IS A BOYS TROOP, 1 CUB SCOUT PACK, 1 BSA VENTURING CREW (HIGH SCHOOL & COLLEGE PROGRAM OF BOY SCOUTS) A | $615 | |
| Other program services | $8,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,278 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CINDY FARBER | ||||
| ASSISTANT TREASURER | 15.00 | $0 | $0 | $0 |
| TERESA CASTRO | ||||
| TREASURER | 15.00 | $0 | $0 | $0 |
| MIKE REYES | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| OSCAR BERCERRA | ||||
| PRESIDENT | 10.00 | $0 | $0 | $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 | CINDY FARBER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | MONTEBELLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 906400087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2133697742 | 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 Minus1 Year | $73,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,165 | CurrentTaxYearAmt |
| Total | $77,807 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,616 | CurrentTaxYearMinus1YearAmt |
| Total | $107,484 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $62,616 | CurrentTaxYearAmt |
| Total | $62,616 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,781 | CurrentTaxYearAmt |
| Total | $247,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $247,907 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $1 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $1 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,782 | CurrentTaxYearAmt |
| Total | $247,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FIREWORKS ST | Event1Nm |
| Gross Receipts Event1 | $37,324 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $37,324 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $19,651 | OtherDirectExpensesEvent1Amt |
| Event2 | CASINO NIGHT | Event2Nm |
| Gross Receipts Event2 | $7,394 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,394 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,499 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $44,718 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $44,718 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,150 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,150 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,568 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | ACTIVITY SCHOLARSHIPS GRANTEE HIGH SCHOOL STUDENTS RELATIONSHIP NONE AMOUNT 1,250 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTBANK FEES 54SALES TAX 4,160TAX SUBMITTAL FEE 101OFFICE SUPPLIES 355TAX PREP 100BACK TO SCHOOL PROGRAM 12,172JONATHON JAQUES CHILDRENS CANCER IN 1,750LCIF MELVIN JONES 2,000MISC 1,900MEMORIAL DAY 188MEALS 65SCLERADOMA FOUNDATION 100SCOUTS & LEOS 615STUDENT SPEAKER 25TERESITA PINES 100THANKSGIVING BASKETS 941TOYS FOR MONTEBELLO CHILDREN 250VISION SCREENING 1,092WIDE GUY EVENTS 80BEER GARDEN 2,723CASINO NIGHT 3,499FIREWORKS STAND 19,651PANCAKE BREAKFAST 2,493 |
| Other program services Part III line 31 | MISC PROGRAMS |
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