PENSACOLA SUBURBAN WEST ROTARY CLUB FOUNDATIONS INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PENSACOLA SUBURBAN WEST ROTARY CLUB FOUNDATIONS INC (EIN 20-8501753)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202443209349209414
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)
Return2024-11-15T14:20:50-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593689469PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BANIAKAS & ASSOCIATES CPAS & BUSINESS ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1120 S ALCANIZ STREETAddressLine1Txt
CityPENSACOLACityNm
State AbbreviationFLStateAbbreviationCd
ZIP32502ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208501753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pensacola Suburban West Rotary ClubBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPENSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4153AddressLine1Txt
CityPensacolaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharles HarrisPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRegina W Baniakas CPAPreparerPersonNm
PTINP00580897PTIN
Phone8504335645PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$51,996GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,302ContributionsGiftsGrantsEtcAmt
Investment Income$25InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$36,420FundraisingGrossIncomeAmt
Special Events Direct Expenses$8,864SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$27,556SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$249OtherRevenueTotalAmt
Total Revenue$43,132TotalRevenueAmt
Other Expenses Total$51,747OtherExpensesTotalAmt
Total Expenses$51,747TotalExpensesAmt
Excess Or Deficit For Year-$8,615ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$72,435NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,820NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$72,517BOYAmt
EOY$63,925EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$23BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,540BOYAmt
EOY$63,925EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105BOYAmt
EOY$105EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$72,435BOYAmt
EOY$63,820EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCreate and support one-to-one mentoring relationships that ignite the power and promise of youth.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (13 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Global Learning Academy bikes for PreK-4$2,400
Take Stock in Children Scholarship$8,500
Global Learning Academy - Feed families on report card night quarterly.$1,425
Rotary Internatl Polio Plus & Annual Dues$5,860
Global Learning Academy$4,741
Manna Food Bank$1,000
Rotary Youth Leadership$400
Ronald McDonald House$2,950
Friends of NW Florida Public Library$200
Health & Cope Clinic$5,000
Valerie's House$126
Cordova Rotary Club Foundation$7,244
Rotary Leadership Institute$400
FieldValueIRS element (for citing)
Total Program Service Expenses$40,246TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Douglas Marks
President0$0
Edmund Holt
Vice President0$0
John Stein
Trustee3.00$0
Charles Harris
Treasurer0$0
Patricia Woodburn
Secretary1.00$0
William Cleary
Trustee0$0
Ted Kirchharr
Trustee0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonChuck HarrisPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 Harbourview CircleAddressLine1Txt
CityPensacolaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32507ZIPCd
FieldValueIRS element (for citing)
Phone8503844101PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,237CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,831CurrentTaxYearMinus1YearAmt
Current Tax Year$14,589CurrentTaxYearAmt
Total$117,771TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,237CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,831CurrentTaxYearMinus1YearAmt
Current Tax Year$14,589CurrentTaxYearAmt
Total$117,771TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$117,771PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$649TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$649TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,853CurrentTaxYearMinus1YearAmt
Current Tax Year$14,614CurrentTaxYearAmt
Total$118,420TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99450PublicSupportCY509Pct
Public Support PY5090.99530PublicSupportPY509Pct
Investment Income CY0.00550InvestmentIncomeCYPct
Investment Income PY0.00470InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Burger Battle by the BayEvent1Nm
Gross Receipts Event1$24,565GrossReceiptsEvent1Amt
Gross Revenue Event1$24,565GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,524OtherDirectExpensesEvent1Amt
Event2Butts & Briskets FundraiserEvent2Nm
Gross Receipts Event2$11,855GrossReceiptsEvent2Amt
Gross Revenue Event2$11,855GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,340OtherDirectExpensesEvent2Amt
Gross Receipts Total$36,420GrossReceiptsTotalAmt
Gross Revenue Total Events$36,420GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$8,864OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,864DirectExpenseSummaryEventsAmt
Net Income Summary$27,556NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (25 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1$249
Other Expenses.1009Depreciation $23
Other Expenses.1Take Stock in Children $8500
Other Expenses.2Cordova Rotary Club Foundation $7244
Other Expenses.3Rotary Intl Polio Plus & Dues $5860
Other Expenses.4Health & Hope Clinic $5000
Other Expenses.5Global Learning Academy $4741
Other Expenses.6Operations $3500
Other Expenses.7Rotary Convention $3500
Other Expenses.8Ronald McDonald House $2950
Other Expenses.9Bicycles for Kids $2400
Other Expenses.10Teacher Appreciation $1651
Other Expenses.11Software $1434
Other Expenses.12Report Card Night $1425
Other Expenses.13Manna Food Bank $1000
Other Expenses.14Entertainment $800
Other Expenses.15Rotary Youth Camp $500
Other Expenses.16Rotary District RYLA $400
Other Expenses.17Rotary Leadership Institute $400
Other Expenses.18Friends of NW Florida Public $200
Other Expenses.19Charitable Donation $126
Other Expenses.20QuickBooks Payment Fees $87
Other Expenses.21Bank Service Charges $6
Other Assets.1004Miscellaneous - Beginning $23 Miscellaneous - Ending $0
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $105 Accounts Payable and Accrued Expenses - Ending $105

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