FURP.ORG / PUBLIC DATA EXPLORER

PASO ROBLES ROTARY SERVICES INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PASO ROBLES ROTARY SERVICES INC (EIN 77-0178513)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-03-10
IRS object ID
202020709349300237
Schema version
2018v3.1
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)
Return2020-03-10T12:23:00-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Line1823 13th StreetAddressLine1Txt
CityPaso RoblesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93446ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Phone8053695203PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE WAKEFIELDPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2020-03-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN L CARTERPreparerPersonNm
PTINP00187300PTIN
Phone8052381262PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNICOLETTE HARLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3641AddressLine1Txt
CityPASO ROBLESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93447ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,476,683GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$55,000PYContributionsGrantsAmt
CY Contributions Grants$122,924CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$22,082PYInvestmentIncomeAmt
CY Investment Income$139,069CYInvestmentIncomeAmt
CY Other Revenue-$18,532CYOtherRevenueAmt
PY Total Revenue$77,082PYTotalRevenueAmt
CY Total Revenue$243,461CYTotalRevenueAmt
PY Grants And Similar Paid$54,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$57,000CYGrantsAndSimilarPaidAmt
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$381PYOtherExpensesAmt
CY Other Expenses$8,418CYOtherExpensesAmt
PY Total Expenses$54,881PYTotalExpensesAmt
CY Total Expenses$65,418CYTotalExpensesAmt
PY Revenues Less Expenses$22,201PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$178,043CYRevenuesLessExpensesAmt
Total Assets BOY$876,622TotalAssetsBOYAmt
Total Assets EOY$1,434,910TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$876,622NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,434,910NetAssetsOrFundBalancesEOYAmt
MissionPROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$65,418ExpenseAmt
Grant$57,000GrantAmt
DescSUPPORT COMMUNITY AND INTERNATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATION, HEALTH AWARENESS AND PREVENTION.Desc
Total Program Service Expenses$65,418TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
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
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
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)
Persondenise wakefiledPersonNm
Phone8053695203PhoneNum

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 (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NICOLETTE HARLEY
PRESIDENT2.002.00Yes (X)Yes (X)$0$0$0
TODD CORGILL
Secretary2.002.00Yes (X)Yes (X)$0$0$0
DENISE WAKEFIELD
Treasurer2.002.00Yes (X)Yes (X)$0$0$0
GAIL TANNEHILL
Director1.001.00Yes (X)$0$0$0
BOB FONAROW
Director1.001.00Yes (X)$0$0$0
JULIE OPHEIM
Director1.001.00Yes (X)$0$0$0
KATY WETTERSTRAND-ENOCHS
Director1.001.00Yes (X)$0$0$0
PAT SCOTT
Director1.001.00Yes (X)$0$0$0
JENNIFER SORENSON
Director1.001.00Yes (X)$0$0$0
DOUG BARTH
Director1.001.00Yes (X)$0$0$0
JOHN FISHER
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
NICHOLAS MATTSON
Director1.001.00Yes (X)$0$0$0
BRIAN MAXTED
Director1.001.00Yes (X)$0$0$0
LARRY WARD
Director1.001.00Yes (X)$0$0$0
STEVE GREGORY
Director1.001.00Yes (X)$0$0$0
JOHN HAMON
Director1.001.00Yes (X)$0$0$0
CYNTHIA ANTHONY
FAMILY ROTARY1.001.00Yes (X)$0$0$0
RICK GOREE
Director1.001.00Yes (X)$0$0$0
SHARON ROSS
Director1.001.00Yes (X)$0$0$0
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$53,424FundraisingAmt
All Other Contributions$69,500AllOtherContributionsAmt
Noncash Contributions$12,070NoncashContributionsAmt
Total Contributions$122,924TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,033TotalRevenueColumnAmt
Exclusion$29,033ExclusionAmt

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$1,314,726SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,204,690SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$110,036SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$110,036TotalRevenueColumnAmt
Related Or Exempt Func Income$110,036RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$53,424ContriRptFundraisingEventAmt
Fundraising Direct Expenses$28,532FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$18,532TotalRevenueColumnAmt
Exclusion-$18,532ExclusionAmt

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$243,461TotalRevenueColumnAmt
Related Or Exempt Func Income$110,036RelatedOrExemptFuncIncomeAmt
Exclusion$10,501ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$0TotalAmt

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$7,816TotalAmt
Program Services$7,816ProgramServicesAmt

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

FieldValueIRS element (for citing)
DescFOREIGN TAXESDesc
Total$602TotalAmt
Program Services$602ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$65,418TotalAmt
Program Services$65,418ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$70,565BOYAmt
EOY$101,957EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$153,322BOYAmt
EOY$90,099EOYAmt

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$652,735BOYAmt
EOY$1,242,854EOYAmt

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$876,622BOYAmt
EOY$1,434,910EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$876,622BOYAmt
EOY$1,434,910EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$876,622BOYAmt
EOY$1,434,910EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$876,622BOYAmt
EOY$1,434,910EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$178,043ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$380,245OtherChangesInNetAssetsAmt
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$67,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$252,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,000CurrentTaxYearMinus1YearAmt
Current Tax Year$69,500CurrentTaxYearAmt
Total$506,840TotalAmt

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$67,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$252,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,000CurrentTaxYearMinus1YearAmt
Current Tax Year$69,500CurrentTaxYearAmt
Total$506,840TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$287,690SubstantialContributorsTotAmt
Public Support Total170$219,150PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,241CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,514CurrentTaxYearMinus1YearAmt
Current Tax Year$29,033CurrentTaxYearAmt
Total$93,656TotalAmt

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$600,496TotalSupportAmt
Public Support CY1700.36490PublicSupportCY170Pct
Public Support PY1700.40200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$494,026BeginningYearBalanceAmt
Contributions$252,805ContributionsAmt
Investment Earnings Or Losses-$56,209InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,500GrantsOrScholarshipsAmt
Administrative Expenses$284AdministrativeExpensesAmt
End Year Balance$657,838EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$449,309BeginningYearBalanceAmt
Contributions$50,000ContributionsAmt
Investment Earnings Or Losses$19,717InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,000GrantsOrScholarshipsAmt
End Year Balance$494,026EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$394,625BeginningYearBalanceAmt
Contributions$121,846ContributionsAmt
Investment Earnings Or Losses-$8,131InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,000GrantsOrScholarshipsAmt
Administrative Expenses$31AdministrativeExpensesAmt
End Year Balance$449,309EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Book Value Program Rltd$1,242,854TotalBookValueProgramRltdAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$63,424GrossReceiptsEvent1Amt
Charitable Contri Event1$53,424CharitableContriEvent1Amt
Gross Revenue Event1$10,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$12,070NonCashPrizesEvent1Amt
Rent Facility Costs Event1$13,412RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,050OtherDirectExpensesEvent1Amt
Gross Receipts Total$63,424GrossReceiptsTotalAmt
Charitable Contributions Tot$53,424CharitableContributionsTotAmt
Gross Revenue Total Events$10,000GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,070NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,412RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,050OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,532DirectExpenseSummaryEventsAmt
Net Income Summary-$18,532NetIncomeSummaryAmt

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 (21 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP ASSISTANCE1$1,000CASH
SCHOLARSHIP ASSISTANCE1$2,000CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$2,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$2,500CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$2,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$5,000CASH
SCHOLARSHIP ASSISTANCE1$2,500CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$500CASH
SCHOLARSHIP ASSISTANCE1$1,000CASH
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 IncreasesADJUSTMENT OF INVESTMENTS TO COST BASIS = $380245

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 OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
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 TypecTransactionTypeTxt
Involved$69,500InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt