PACIFIC GROVE ROTARY CLUB LEGACY CA INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PACIFIC GROVE ROTARY CLUB LEGACY CA INC (EIN 68-0590130)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-20
IRS object ID
202541409349201279
Schema version
2024v5.1
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)
Return2025-05-20T15:29:56-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208551957PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA R TRINGALI CPA CFEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 FIGUEROA ST STE EAddressLine1Txt
CityMONTEREYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680590130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PACIFIC GROVE ROTARY CLUB LEGACY CABusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPACIBusinessNameControlTxt
Phone8315953090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 51AddressLine1Txt
CityPACIFIC GROVECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK RYANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-05-15SignatureDt
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 PersonRINA R TRINGALI CPA CFEPreparerPersonNm
PTINP00626920PTIN
Phone8313724272PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$173,231GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$34,365ContributionsGiftsGrantsEtcAmt
Investment Income$20,880InvestmentIncomeAmt
Sale Of Assets Gross$52,000SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$56,920CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$4,920GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$65,986FundraisingGrossIncomeAmt
Special Events Direct Expenses$24,842SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$41,144SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$91,469TotalRevenueAmt
Grants And Similar Amounts Paid$64,015GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$3,993FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$24,798OtherExpensesTotalAmt
Total Expenses$92,806TotalExpensesAmt
Excess Or Deficit For Year-$1,337ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$421,340NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$13,295OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$433,298NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$421,340BOYAmt
EOY$433,298EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$421,340BOYAmt
EOY$433,298EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$421,340BOYAmt
EOY$433,298EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDE FUNDING FOR LOCAL, COMMUNITY PROJECTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDE ON GOING FUNDING FOR LOCAL CLUB SPONSORED PROJECTS AND / OR DONATIONS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$1,000GrantsAndAllocationsAmt
Program Service Expenses$21,795ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$21,795TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANE DURANT JONES
Treasurer4.00$0
PATRICK RYAN
President & Sec2.00$0
JOHN SHUMAN
Director0$0
SARAH FRAHM
Internt'l Chair1.00$0
CELIA BARBERENA
Director0$0
JOE SHAMMAS
Director0$0
TRAVIS LONG
Director0$0
MIKE HENDRICKSON
Director0$0
WILLIAM FREDRICKSON
Director0$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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANE DURANT JONESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1706 FOREST AVEAddressLine1Txt
CityPACIFIC GROVECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93950ZIPCd
FieldValueIRS element (for citing)
Phone8313724301PhoneNum
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)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$27,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,555CurrentTaxYearMinus1YearAmt
Current Tax Year$35,365CurrentTaxYearAmt
Total$97,170TotalAmt

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 Minus2 Years$27,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,555CurrentTaxYearMinus1YearAmt
Current Tax Year$35,365CurrentTaxYearAmt
Total$97,170TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$97,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$13,461CurrentTaxYearMinus1YearAmt
Current Tax Year$15,960CurrentTaxYearAmt
Total$29,421TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$33,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,248CurrentTaxYearMinus1YearAmt
Current Tax Year$41,144CurrentTaxYearAmt
Total$127,286TotalAmt
FieldValueIRS element (for citing)
Total Support$253,877TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind
Public Support CY1700.00000PublicSupportCY170Pct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSupport Schedule: Additional Supplemental InformationFormAndLineReferenceDesc
ExplanationPRIOR TO 2022, ENTITY FILED A POSTCARD WITH IRS, INFORMATION NOT AVAILABLE.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CONCOURS AUTO RALLYEvent1Nm
Gross Receipts Event1$54,868GrossReceiptsEvent1Amt
Gross Revenue Event1$54,868GrossRevenueEvent1Amt
Other Direct Expenses Event1$20,215OtherDirectExpensesEvent1Amt
Event2BEER GARDENEvent2Nm
Gross Receipts Event2$11,118GrossReceiptsEvent2Amt
Gross Revenue Event2$11,118GrossRevenueEvent2Amt
Other Direct Expenses Event2$4,627OtherDirectExpensesEvent2Amt
Gross Receipts Total$65,986GrossReceiptsTotalAmt
Gross Revenue Total Events$65,986GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$24,842OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,842DirectExpenseSummaryEventsAmt
Net Income Summary$41,144NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.19Class of Activity: GRANTS | Donee's Name: IHELP/ OUTREACH UNLIMITED | Donee's Address: P.O. BOX 413 MONTEREY CA 93942 | Relationship of Donee: GRANTEE | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.20Class of Activity: GRANT | Donee's Name: COMMUNITY FOUNDATION FOR MONTEREY CO | Donee's Address: 2354 GARDEN ROAD MONTEREY CA 93940 | Relationship of Donee: GRANTEE | Cash Amount Given: $6000
Grants and Similar Amounts Paid In Excess of $5,000.32Class of Activity: PG YOUTH & RECREATION CTR | Donee's Name: CITY OF PACIFIC GROVE | Donee's Address: 300 FOREST AVENUE PACIFIC GROVE CA 93950 | Relationship of Donee: GRANTEE | Cash Amount Given: $20000
Other Expenses.1PERKINS PARK LANDSCAPING EXP $21795
Other Expenses.2IHELP DINNERS $1675
Other Expenses.3PGHS TRACK MEET $748
Other Expenses.4GOOD OLD DAYS PARADE EXPENSE $371
Other Expenses.5FOREIGN TAXES ON INVESTMENTS $157
Other Expenses.6FILING FEES $50
Other Expenses.7BANK CHARGES $2

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