PACIFIC GROVE ROTARY CLUB LEGACY CA INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC GROVE ROTARY CLUB LEGACY CA INC (EIN 68-0590130)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202442839349201114
- 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 | 2024-10-09T11:23:02-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208551957 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA R TRINGALI CPA CFE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 FIGUEROA ST STE E | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | 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 | 680590130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PACIFIC GROVE ROTARY CLUB LEGACY CA | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 8315953090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51 | AddressLine1Txt |
| City | PACIFIC GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK RYAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-10-09 | 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 | RINA R TRINGALI CPA CFE | PreparerPersonNm |
| PTIN | P00626920 | PTIN |
| Phone | 8313724272 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $150,744 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $33,555 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $13,461 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $51,480 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $68,781 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$17,301 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $52,248 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,620 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $42,628 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $72,343 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $30,216 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,469 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $15,932 | OtherExpensesTotalAmt |
| Total Expenses | $48,617 | TotalExpensesAmt |
| Excess Or Deficit For Year | $23,726 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $255,777 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $141,837 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $421,340 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,777 | BOYAmt |
| EOY | $421,340 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,777 | BOYAmt |
| EOY | $421,340 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,777 | BOYAmt |
| EOY | $421,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE FUNDING FOR LOCAL, COMMUNITY PROJECTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE ON GOING FUNDING FOR LOCAL CLUB SPONSORED PROJECTS AND / OR DONATIONS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $30,216 | GrantsAndAllocationsAmt |
| Program Service Expenses | $13,908 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,908 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JANE DURANT JONES | ||
| Treasurer | 0 | $0 |
| PATRICK RYAN | ||
| President | 0 | $0 |
| MITCH DAVIS | ||
| Secretary | 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 |
| 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 | JANE DURANT JONES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 FOREST AVE | AddressLine1Txt |
| City | PACIFIC GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313724301 | 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $27,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,555 | CurrentTaxYearAmt |
| Total | $61,805 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $27,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,555 | CurrentTaxYearAmt |
| Total | $61,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,805 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $13,461 | CurrentTaxYearAmt |
| Total | $13,461 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,248 | CurrentTaxYearAmt |
| Total | $86,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $161,408 | TotalSupportAmt |
| Public Support CY170 | 0.38290 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Support Schedule: Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | PRIOR TO 2022, ENTITY FILED A POSTCARD WITH IRS, INFORMATION NOT AVAILABLE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONCOURS AUTO RALLY | Event1Nm |
| Gross Receipts Event1 | $32,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,000 | GrossRevenueEvent1Amt |
| Event2 | BEER GARDEN | Event2Nm |
| Gross Receipts Event2 | $20,248 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $20,248 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $9,620 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $52,248 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,248 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,620 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $9,620 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $42,628 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: AUTO RALLY | Donee's Name: PG REC DEPARTMENT | Donee's Address: 302 16TH STREET PACIFIC GROVE CA 93950 | Relationship of Donee: GRANTEE | Cash Amount Given: $8000 |
| Other Expenses.1 | PERKINS PARK LANDSCAPING EXP $13357 |
| Other Expenses.2 | IHELP DINNERS $1597 |
| Other Expenses.3 | PERKINS PARK FUNDRAISING EXP $551 |
| Other Expenses.4 | GOOD OLD DAYS PARADE EXPENSE $173 |
| Other Expenses.5 | FOREIGN TAXES ON INVESTMENTS $171 |
| Other Expenses.6 | FILING FEES $50 |
| Other Expenses.7 | BANK CHARGES $33 |
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