ROTARY INTERNATIONAL: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROTARY INTERNATIONAL (EIN 95-6059574)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-07
IRS object ID
202433129349303778
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

FieldValueIRS element (for citing)
Return2024-11-07T14:29:29-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330611128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Munson Eisenman Group LLP CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11501 E Orangethorpe Ave Ste 210AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956059574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rotary Club Of FullertonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone7142562595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 172AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92832ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCathy GachPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7142562595PhoneNum
Signature2024-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEllie Eisenman CPA MSTPreparerPersonNm
PTINP00232505PTIN
Phone7144499909PhoneNum
Preparation2024-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCathy GachPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 172AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92832ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$61,264GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1941FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCivic/Social WelfareActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,048PYContributionsGrantsAmt
CY Contributions Grants$24,641CYContributionsGrantsAmt
PY Program Service Revenue$10,629PYProgramServiceRevenueAmt
CY Program Service Revenue$13,512CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$23,946PYOtherRevenueAmt
CY Other Revenue$2,111CYOtherRevenueAmt
PY Total Revenue$56,623PYTotalRevenueAmt
CY Total Revenue$40,264CYTotalRevenueAmt
PY Grants And Similar Paid$17,928PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,918PYOtherExpensesAmt
CY Other Expenses$25,579CYOtherExpensesAmt
PY Total Expenses$41,846PYTotalExpensesAmt
CY Total Expenses$25,579CYTotalExpensesAmt
PY Revenues Less Expenses$14,777PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,685CYRevenuesLessExpensesAmt
Total Assets BOY$78,320TotalAssetsBOYAmt
Total Assets EOY$93,037TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$32TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$78,320NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,005NetAssetsOrFundBalancesEOYAmt
MissionCIVIC/SOCIAL WELFAREMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$20,061ExpenseAmt
DescASSIST FULLERTON SCHOOL DISTRICT HONOR STUDENT/ATHLETICS PROGRAM, PROVIDE DENTALCLINICS AND LEADERSHIP PROGRAMS FOR YOUTH, PROVIDE COMMUNITY EVENTS AND PROMOTE GOODWILLDesc
Total Program Service Expenses$20,061TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TreasurerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7148718490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 172AddressLine1Txt
CityFullertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92832ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Bailey Kline
Director2.00Yes (X)$0$0$0
Leslie McCarthy
Director2.00Yes (X)$0$0$0
Daniel Steward
Director2.00Yes (X)$0$0$0
Joyce Capelle
Director2.00Yes (X)$0$0$0
Matt Howells
Director2.00Yes (X)$0$0$0
Brett Ackerman
Director2.00Yes (X)$0$0$0
Jim Ripley
President10.00$0$0$0Yes (X)
Cathy Gach
Treasurer10.00$0$0$0Yes (X)
Carol Morris
Secretary16.00$0$0$0Yes (X)
Joe Lins
Past President2.00$0$0$0Yes (X)
Cathy Gach
President Elect2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$23,745MembershipDuesAmt
All Other Contributions$896AllOtherContributionsAmt
Total Contributions$24,641TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Meals900099$9,593$9,593
Recognition900099$3,919$3,919
FieldValueIRS element (for citing)
Total Program Service Revenue$13,512TotalProgramServiceRevenueAmt
Fundraising Gross Income$21,204FundraisingGrossIncomeAmt
Fundraising Direct Expenses$21,000FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$204TotalRevenueColumnAmt
Exclusion$204ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$1,867GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,867TotalRevenueColumnAmt
Related Or Exempt Func Income$1,867RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescClub Fellowship IncomeDesc
Business611620BusinessCd
Total Revenue Column$40TotalRevenueColumnAmt
Related Or Exempt Func Income$40RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$40OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,264TotalRevenueColumnAmt
Related Or Exempt Func Income$15,419RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$204ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,240TotalAmt
Program Services$1,816ProgramServicesAmt
Management And General$1,424ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$538TotalAmt
Program Services$538ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$757TotalAmt
Program Services$386ProgramServicesAmt
Management And General$371ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,059TotalAmt
Program Services$589ProgramServicesAmt
Management And General$470ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Demotion Night$8,905$8,905
Club Operation Expense$2,729$2,729
Speaker Gifts$1,200$1,200
Awards & grants$1,000$1,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,151TotalAmt
Program Services$627ProgramServicesAmt
Management And General$524ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,579TotalAmt
Program Services$20,061ProgramServicesAmt
Management And General$5,518ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$78,320BOYAmt
EOY$93,037EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$78,320BOYAmt
EOY$93,037EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$32EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$32EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$78,320BOYAmt
EOY$93,005EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,320BOYAmt
EOY$93,005EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,320BOYAmt
EOY$93,037EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,685ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$42,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,911CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,623CurrentTaxYearMinus1YearAmt
Current Tax Year$24,641CurrentTaxYearAmt
Total$131,829TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$13,244CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,999CurrentTaxYearMinus1YearAmt
Current Tax Year$15,623CurrentTaxYearAmt
Total$110,012TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$55,898CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,057CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,622CurrentTaxYearMinus1YearAmt
Current Tax Year$40,264CurrentTaxYearAmt
Total$241,841TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$241,841PublicSupportTotal509Amt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$16,087CurrentTaxYearMinus2YearsAmt
Total$16,087TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$55,898CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,622CurrentTaxYearMinus1YearAmt
Current Tax Year$40,264CurrentTaxYearAmt
Total$257,928TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93760PublicSupportCY509Pct
Public Support PY5090.92610PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to MembersDesc
Amt$32Amt
FieldValueIRS element (for citing)
Total Liability$32TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fullerton UncorkedEvent1Nm
Gross Receipts Event1$21,204GrossReceiptsEvent1Amt
Gross Revenue Event1$21,204GrossRevenueEvent1Amt
Other Direct Expenses Event1$21,000OtherDirectExpensesEvent1Amt
Gross Receipts Total$21,204GrossReceiptsTotalAmt
Gross Revenue Total Events$21,204GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$21,000OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,000DirectExpenseSummaryEventsAmt
Net Income Summary$204NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bForm 990 given to Treasurer to review and go over with Board of Directors
Form 990, Part VI, Section C, line 19No other documents available to the public.

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