FURP.ORG / PUBLIC DATA EXPLORER

ROTARY INTERNATIONAL: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROTARY INTERNATIONAL (EIN 59-6152293)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-05
IRS object ID
202523099349200802
Schema version
2024v5.2
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)
Return2025-11-05T09:03:04-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17411 FULLERTON STREET SUITE 300AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596152293EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF ST AUGUSTINE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone9043566023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 3927AddressLine1Txt
CityST AUGUSTINECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32085ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCECILE NUSBAUMPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9043566023PhoneNum
Signature2025-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA ALEXANDERPreparerPersonNm
PTINP01425283PTIN
Phone9043566023PhoneNum
Preparation2025-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0573GroupExemptionNum
Method Of Accounting OtherMODIFIED TAX BASISMethodOfAccountingOtherDesc
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressSTAUGUSTINEROTARY.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$189,218GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$129,927ProgramServiceRevenueAmt
Membership Dues$24,479MembershipDuesAmt
Investment Income$1,183InvestmentIncomeAmt
Fundraising Gross Income$33,629FundraisingGrossIncomeAmt
Special Events Direct Expenses$14,124SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,505SpecialEventsNetIncomeLossAmt
Total Revenue$175,094TotalRevenueAmt
Grants And Similar Amounts Paid$36,290GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$17,800FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$156,520OtherExpensesTotalAmt
Total Expenses$210,610TotalExpensesAmt
Excess Or Deficit For Year-$35,516ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$173,405NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$3,347OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$141,236NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$101,915BOYAmt
EOY$54,316EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$71,490BOYAmt
EOY$88,920EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$173,405BOYAmt
EOY$143,236EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,000EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$173,405BOYAmt
EOY$141,236EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION IS TO PROVIDE SERVICE TO OTHERS TO HELP PROMOTE SOCIAL WELFARE TO THE LOCAL COMMUNITY, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE UNDERSTANDING, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
COMMUNITY SERVICES - PROVIDE FINANCIAL SUPPORT TO VARIOUS LOCAL NON-PROFIT ORGANIZATIONS AND PARTICIPATE IN FOREIGN YOUTH EXCHANGE PROGRAMS$0$0
CLUB FUNCTIONS - CONSISTS OF ACTIVITES THAT ENCOURAGE AND FOSTER ROTARY GUIDING PRINCIPALS AND IDEALS THAT ENHANCE LEADERSHIP AND SERVICE IN THE COMMUNITY THROUGH WEEKLY LUNCHEONS, ETC.$47,123$176,980
DISTRICT & INTERNATIONAL DUES - PROVIDE FINANCIAL SUPPORT TO THE ROTARY FOUNDATION TO ADDRESS VARIOUS GLOBAL EDUCATIONAL AND HUMANITARIAN NEEDS, INCLUDING PROJECTS TO ERADICATE POLIO, PROVIDE CLEAN WATER, AND SUPPORT EDUCATION.$0$23,484
FieldValueIRS element (for citing)
Total Program Service Expenses$200,464TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MIKE BOWLES
MEMBER1.00$0$0$0
COLLEEN MESSNER
MEMBER1.00$0$0$0
LORNA MACDONALD
MEMBER1.00$0$0$0
LOUISE ANDERSON
MEMBER1.00$0$0$0
BRITTANY KEITH
MEMBER1.00$0$0$0
CONNOR DOWLING
MEMBER1.00$0$0$0
BEVERLY SLOUGH
MEMBER1.00$0$0$0
DAVID UPCHURCH
PAST PRESIDENT1.00$0$0$0
TADZIA ALEXANDER
PRESIDENT1.00$0$0$0
GRANT MITERLY
PRESIDENT ELECT1.00$0$0$0
ALAN BRATIC
SECRETARY1.00$0$0$0
REBECCA CRUM
TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANA ALEXANDER CPABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17411 FULLERTON STREET SUITE 300AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Phone9043565317PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FISH FRYEvent1Nm
Gross Receipts Event1$23,674GrossReceiptsEvent1Amt
Gross Revenue Event1$23,674GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,636RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,892FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,130OtherDirectExpensesEvent1Amt
Event2URBAN ASADOEvent2Nm
Gross Receipts Event2$9,955GrossReceiptsEvent2Amt
Gross Revenue Event2$9,955GrossRevenueEvent2Amt
Food And Beverage Event2$8,466FoodAndBeverageEvent2Amt
Gross Receipts Total$33,629GrossReceiptsTotalAmt
Gross Revenue Total Events$33,629GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,636RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,358FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,130OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,124DirectExpenseSummaryEventsAmt
Net Income Summary$19,505NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,183.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 14255 COLLECTION CENTER DR CHICAGO, IL 60693. PURPOSE OF PAYMENT: VARIOUS. AMOUNT OF PAYMENT: 23,290.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: ROTARY CLUB OF ST. AUGUSTINE SUNSET. AFFILIATE ADDRESS: 529 LAKEWAY DR ST. AUGUSTINE, FL 32080. PURPOSE OF PAYMENT: MULTI CLUB GRANT. AMOUNT OF PAYMENT: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,290.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: VARIOUS. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 8,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GRANTS IN US-GOVERMENTS. AMOUNT: 9,600. DESCRIPTION: GRANTS IN US-INDIVIDUAL. AMOUNT: 1,233. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,950. DESCRIPTION: TRAVEL-PROGSERV. AMOUNT: 5,218. DESCRIPTION: PYMTS TO AFFILIATES. AMOUNT: 23,484. DESCRIPTION: MEALS. AMOUNT: 101,231. DESCRIPTION: BOARD EXPENSE. AMOUNT: 3,493. DESCRIPTION: MISC EXPENSE. AMOUNT: 1,309. DESCRIPTION: INVESTMENT FEES. AMOUNT: 219. DESCRIPTION: OTHER EXPENSES-EZ. AMOUNT: 6,628. DESCRIPTION: BANK SERVICE FEES. AMOUNT: 2,155. TOTAL TO FORM 990-EZ, LINE 16: 156,520.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 3,347.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: INVESTMENT PUB TRADED. BEG. OF YEAR AMOUNT: 42,283. END OF YEAR AMOUNT: 46,525. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 29,207. END OF YEAR AMOUNT: 42,395.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc