PASO ROBLES ROTARY SERVICES INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PASO ROBLES ROTARY SERVICES INC (EIN 77-0178513)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202301359349314340
Schema version
2021v4.1
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)
Return2023-05-15T14:04:15-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870727699PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Carter Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1246 12th StreetAddressLine1Txt
CityPaso RoblesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93446ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770178513EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PASO ROBLES ROTARY SERVICE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPASOBusinessNameControlTxt
Phone8052381262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3641AddressLine1Txt
CityPASO ROBLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY TUCKERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHYPersonFirstNm
Person LastTUCKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN L CARTERPreparerPersonNm
PTINP00187300PTIN
Phone8052381262PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHY TUCKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3641AddressLine1Txt
CityPASO ROBLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93447ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$636,333GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers62TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$24,990PYContributionsGrantsAmt
CY Contributions Grants$16,043CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$117,851PYInvestmentIncomeAmt
CY Investment Income$107,637CYInvestmentIncomeAmt
PY Other Revenue$54,422PYOtherRevenueAmt
CY Other Revenue$78,018CYOtherRevenueAmt
PY Total Revenue$197,263PYTotalRevenueAmt
CY Total Revenue$201,698CYTotalRevenueAmt
PY Grants And Similar Paid$57,568PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$92,211CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,722PYOtherExpensesAmt
CY Other Expenses$14,921CYOtherExpensesAmt
PY Total Expenses$69,290PYTotalExpensesAmt
CY Total Expenses$107,132CYTotalExpensesAmt
PY Revenues Less Expenses$127,973PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$94,566CYRevenuesLessExpensesAmt
Total Assets BOY$1,565,443TotalAssetsBOYAmt
Total Assets EOY$1,660,008TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,565,443NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,660,008NetAssetsOrFundBalancesEOYAmt
MissionPROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$107,132ExpenseAmt
Grant$92,211GrantAmt
DescSUPPORT COMMUNITY AND INTERNATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATION, HEALTH AWARENESS AND PREVENTION.Desc
Total Program Service Expenses$107,132TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNICOLETTE HARLEYPersonNm
Phone8052381262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3641AddressLine1Txt
CityPASO ROBLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93447ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BOB FONAROW
PAST PRESIDENT1.001.00Yes (X)$0$0$0
KATHY TUCKER
PRESIDENT ELECT1.001.00Yes (X)$0$0$0
LARS JORGENSEN
Director1.001.00Yes (X)$0$0$0
RANDY HARDING
Director1.001.00Yes (X)$0$0$0
BOB VILHAUER
BULLETIN EDITOR1.001.00Yes (X)$0$0$0
CYNTHIA ANTHONY
Director1.001.00Yes (X)$0$0$0
LACEY CLIFTON-JENSEN
Director1.001.00Yes (X)$0$0$0
PAUL SLOAN
Director1.001.00Yes (X)$0$0$0
JOE IRICK
Director1.001.00Yes (X)$0$0$0
LINDA MIDKIFF
Director1.001.00Yes (X)$0$0$0
BRIAN MAXTED
Director1.001.00Yes (X)$0$0$0
DOUG BARTH
Chairman1.001.00Yes (X)$0$0$0
ASHLEY WILKEN
Chairman1.001.00Yes (X)$0$0$0
JOHN HAMON
Chairman1.001.00Yes (X)$0$0$0
JAN JENSEN
Treasurer2.002.00$0$0$0Yes (X)
SHARON ROSS
President2.002.00$0$0$0Yes (X)
KATIE LUPER
Secretary2.002.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$12,743FundraisingAmt
All Other Contributions$3,300AllOtherContributionsAmt
Noncash Contributions$8,743NoncashContributionsAmt
Total Contributions$16,043TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,736TotalRevenueColumnAmt
Exclusion$20,736ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$470,034SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$383,133SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$86,901SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,901TotalRevenueColumnAmt
Exclusion$86,901ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$129,520FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$12,743ContriRptFundraisingEventAmt
Fundraising Direct Expenses$51,502FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,018TotalRevenueColumnAmt
Exclusion$78,018ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$201,698TotalRevenueColumnAmt
Exclusion$185,655ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,211TotalAmt
Program Services$35,211ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,000TotalAmt
Program Services$57,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,563TotalAmt
Program Services$3,563ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,685TotalAmt
Program Services$10,685ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FOREIGN TAXES$583$583
NON-TAXABLE RETURN OF CAPITAL$70$70
BANK FEES$20$20

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$107,132TotalAmt
Program Services$107,132ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$109,220BOYAmt
EOY$127,061EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,456,223BOYAmt
EOY$1,532,947EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,565,443BOYAmt
EOY$1,660,008EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,565,443BOYAmt
EOY$1,660,008EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,565,443BOYAmt
EOY$1,660,008EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,565,443BOYAmt
EOY$1,660,008EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$94,566ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,990CurrentTaxYearMinus1YearAmt
Current Tax Year$16,043CurrentTaxYearAmt
Total$232,316TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,990CurrentTaxYearMinus1YearAmt
Current Tax Year$16,043CurrentTaxYearAmt
Total$232,316TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$232,316PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,514CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,197CurrentTaxYearMinus1YearAmt
Current Tax Year$20,736CurrentTaxYearAmt
Total$119,289TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$351,605TotalSupportAmt
Public Support CY1700.66070PublicSupportCY170Pct
Public Support PY1700.80300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,456,223BeginningYearBalanceAmt
Contributions$61,000ContributionsAmt
Investment Earnings Or Losses$107,637InvestmentEarningsOrLossesAmt
Grants Or Scholarships$77,000GrantsOrScholarshipsAmt
Other Expenditures$13OtherExpendituresAmt
Administrative Expenses$14,900AdministrativeExpensesAmt
End Year Balance$1,532,947EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,349,590BeginningYearBalanceAmt
Contributions$47,000ContributionsAmt
Investment Earnings Or Losses$117,851InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,000GrantsOrScholarshipsAmt
Other Expenditures$1,243OtherExpendituresAmt
Administrative Expenses$9,975AdministrativeExpensesAmt
End Year Balance$1,456,223EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,242,854BeginningYearBalanceAmt
Contributions$60,000ContributionsAmt
Investment Earnings Or Losses$34,634InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,000GrantsOrScholarshipsAmt
Other Expenditures$1,000OtherExpendituresAmt
Administrative Expenses$18,360AdministrativeExpensesAmt
End Year Balance$1,256,128EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$652,735BeginningYearBalanceAmt
Contributions$69,500ContributionsAmt
Investment Earnings Or Losses$586,037InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,000GrantsOrScholarshipsAmt
Administrative Expenses$8,418AdministrativeExpensesAmt
End Year Balance$1,242,854EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$657,838BeginningYearBalanceAmt
Contributions$55,000ContributionsAmt
Investment Earnings Or Losses-$5,222InvestmentEarningsOrLossesAmt
Grants Or Scholarships$54,500GrantsOrScholarshipsAmt
Administrative Expenses$381AdministrativeExpensesAmt
End Year Balance$652,735EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Book Value Program Rltd$1,532,947TotalBookValueProgramRltdAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WINEMAKERS' COOKOFFEvent1Nm
Gross Receipts Event1$88,188GrossReceiptsEvent1Amt
Gross Revenue Event1$88,188GrossRevenueEvent1Amt
Rent Facility Costs Event1$4,922RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$24,761OtherDirectExpensesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$54,075GrossReceiptsEvent2Amt
Charitable Contri Event2$12,743CharitableContriEvent2Amt
Gross Revenue Event2$41,332GrossRevenueEvent2Amt
Non Cash Prizes Event2$8,743NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,600RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$4,476OtherDirectExpensesEvent2Amt
Gross Receipts Total$142,263GrossReceiptsTotalAmt
Charitable Contributions Tot$12,743CharitableContributionsTotAmt
Gross Revenue Total Events$129,520GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,743NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,522RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$29,237OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$51,502DirectExpenseSummaryEventsAmt
Net Income Summary$78,018NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (22 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$4,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES PROOF OF ENROLLMENT PRIOR TO ISSUING PAYMENT OF SCHOLARSHIP FUNDS DIRECTLY TO THE EDUCATIONAL INSTITUTION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyGENERAL MEMBERSHIP ELECTS THE GOVERNING BOARD ANNUALLY.
Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or ShareholdersAUTHORIZATION FOR SOME DECISIONS IS REQUIRED BY A VOTE OF THE GENERAL MEMBERSHIP, INCLUDING ANNUAL BUDGET APPROVAL.
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE GOVERNING BOARD IS INFORMED WHEN THE 990 IS COMPLETED AND FILED AND IS AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
Other Changes In Net Assets Or Fund Balances - Other DecreasesADJUSTMENT FOR ROUNDING = -$1

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROTARY INTERNATIONAL - PASO ROBLESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3641AddressLine1Txt
CityPASO ROBLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93447ZIPCd
FieldValueIRS element (for citing)
EIN951091193EIN
Primary ActivitiesPROMOTE ROTARY IDEALS, FELLOWSHIP & EDUCPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROTARY INTERNATIONAL - PASO ROBLESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$500InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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