ROTARY INTERNATIONAL: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL (EIN 59-6152293)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-06
- IRS object ID
- 201343409349200009
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-06T13:34:19-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PLANTATION ISLAND DR STE 205A | AddressLine1 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 32080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152293 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL ST AUGUSTINE ROTARY CLUB | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 9044713445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3927 | AddressLine1 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 32085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS CALLEGARI | Name |
| Title | PRESIDENT | Title |
| Phone | 9044713445 | Phone |
| Date Signed | 2013-12-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUISE H ANDERSON CPA | Name |
| PTIN | P00076150 | PTIN |
| Phone | 9044713445 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Group Exemption Number | 0573 | GroupExemptionNumber |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 158228 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 92842 | ProgramServiceRevenue |
| Membership Dues | 36109 | MembershipDues |
| Investment Income | 2831 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 7901 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 5459 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 2442 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 18545 | FundraisingGrossIncome |
| Special Events Direct Expenses | 7575 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 10970 | SpecialEventsNetIncomeLoss |
| Total Revenue | 145194 | TotalRevenue |
| Grants And Similar Amounts Paid | 51067 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 6500 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 70209 | OtherExpensesTotal |
| Total Expenses | 127776 | TotalExpenses |
| Excess Or Deficit For Year | 17418 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 196001 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 10792 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 224211 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34426 | BOY |
| EOY | 50086 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161575 | BOY |
| EOY | 174125 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196001 | BOY |
| EOY | 224211 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196001 | BOY |
| EOY | 224211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| COMMUNITY SERVICES - PROVIDE FINANCIAL SUPPORT TO VARIOUS LOCAL NON-PROFIT ORGANIZATIONS, PARTICIPATE IN FOREIGN YOUTH EXCHANGE PROGRAMS, AND PROVIDE DICTIONARIES TO ELEMENTARY SCHOOL CHILDREN. | 38678 | 38678 |
| 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. | 0 | 72657 |
| 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. | 12389 | 12389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 123724 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| MATT BAKER | ||||
| PRESIDENT | 5.00 | 0 | 0 | 0 |
| CHRIS CALLEGARI | ||||
| PRESIDENT-ELECT | 2.00 | 0 | 0 | 0 |
| LOUISE ANDERSON | ||||
| SECRETARY | 2.00 | 0 | 0 | 0 |
| KATHERINE BATENHORST | ||||
| TREASURER | 2.00 | 0 | 0 | 0 |
| LEN TUCKER | ||||
| DIRECTOR- PAST PRESIDENT | 1.00 | 0 | 0 | 0 |
| EARL WARD | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| TRACY UPCHURCH | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JODI KOTRADY-HATIN | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| KEN RUSSOM | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| JIM STEGE | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| PEGGY GACHET | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| RHONDA JAMES | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE H ANDERSON CPA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PLANTATION ISLAND DRIVE STE | AddressLine1 |
| Address Line2 | 205A | AddressLine2 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 32080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9044713445 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 26259 | DuesAssessments |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING CASUAL DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 18045 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 18045 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1166 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1436 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 370 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 18045 | GrossReceiptsTotal |
| Gross Revenue Total Events | 18045 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1166 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1436 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 370 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 3272 | DirectExpenseSummaryEvents |
| Net Income Summary | 14773 | NetIncomeSummary |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PLANTATION ISLAND DRIVE SUITE | AddressLine1 |
| City | ST AUGUSTINE | City |
| State | FL | State |
| ZIP Code | 32080 | ZIPCode |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | DIVIDENDS 2,712.. OTHER INVESTMENT INCOME 119.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,831. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 14255 COLLECTIONS CENTER DR. CHICAGO, IL 60693. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 7,605. |
| PAYMENTS TO AFFILIATES | FORM 990-EZ, PART I, LINE 10 | AFFILIATE NAME: ROTARY DISTRICT 6970. AFFILIATE ADDRESS: PO BOX 47195 JACKSONVILLE, FL 32247. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 4,784. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,389. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: PAUL HARRIS FOUNDATION. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: ONE ROTARY CENTER 1560 SHERMAN AVENUE EVANSTON, IL 60201. AMOUNT GIVEN: 9,910. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ALPHA-OMEGA MIRACLE HOME, INC.. GRANTEE ADDRESS: 1797 OLD MOULTRIE RD, SUITE 107 ST. AUGUSTINE, FL 32084. AMOUNT GIVEN: 500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ST. JOHNS COUNTY COUNCIL ON AGING. GRANTEE ADDRESS: 180 MARINE ST. ST. AUGUSTINE, FL 32084. AMOUNT GIVEN: 6,650. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: THE ARC OF THE ST. JOHNS, INC. . GRANTEE ADDRESS: 2101 ARC DRIVE ST. AUGUSTINE, FL 32084. AMOUNT GIVEN: 6,650. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: HOME AGAIN ST. JOHNS, INC. GRANTEE ADDRESS: 3940 LEWIS SPEEDWAY, SUITE 2201 ST. AUGUSTINE, FL 32084. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ST. JOHNS COUNTY CENTER FOR THE ARTS. GRANTEE ADDRESS: 3205 VARELLA AVE ST. AUGUSTINE, FL 32084. AMOUNT GIVEN: 500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ROTARY YOUTH EXCHANGE. GRANTEE ADDRESS: 1326 S RIDGEWOOD AVE, SUITE 18 DAYTONA BEACH, FL 32114. AMOUNT GIVEN: 3,417. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: OTHER MISC GRANTS & AWARDS. AMOUNT GIVEN: 6,051. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 38,678. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 805. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,060. DESCRIPTION: TRAVEL. AMOUNT: 351. DESCRIPTION: LUNCHEON EXPENSES. AMOUNT: 65,201. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 860. DESCRIPTION: BOARD EXPENSES. AMOUNT: 1,672. DESCRIPTION: MISCELLANEOUS. AMOUNT: 260. TOTAL TO FORM 990-EZ, LINE 16: 70,209. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAIN/LOSS.. AMOUNT: 10,792. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 11,028. END OF YEAR AMOUNT: 9,073. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 150,547. END OF YEAR AMOUNT: 165,052. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | Declaration |