P [9. Short Form Return of Organization Exempt From Income Tax ,11. b Gross income from fundraising events (not including $ of contributions

Transcription

1 Form 990-EZ Short Form Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) OMB No F" ^,11 Do not enter Social Security numbers on this form as it may be made public. Department of the Treasury Internal Revenue Seance No- Information about Form 990-Q and its instructions is at A For the 2013 calendar year, or tax year beginning '-7U L /, 2013, and ending J-U VC _ B Check if applicable. C Name of organization D Employer identification number q Address change F-oMf-y C L lj J OF (IJ AY /3o Zo ^-7 4 o <, 3 o 6 Q q Name change Number and street (or P.O. box, it mail is not delivered to street address) surte E Telephone number q Inrdai return S-9 3 J- WJ A o q Terminated City or town, state or province, country, and ZIP or foreign postal code F Group Exemption q Amended return npp,cat,onpend,ng W ayt1cs U' G Accounting Method: Cash q Accrual other (specify) H Check 10- if the organizati n is not I Website: %-A6i r yc) y b of w a. ^,e s h o r o o f-5 required to attach Schedule B J Tax-exempt status (check only one) - q 501 (c)(3) 501 c 4 I (Aert no. ) q 4947 (a)(1 ) or (Form 990, 990-EZ, or 990-PF). cao A l7.(o Number o s K Form of organization: q Corporation q Trust q Association Other SSE2d sc o F-Ci ia I'gATi5A/ L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part Ii, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ $ Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) C.herk if tha nraanization used Schedule 0 to respond to any question In this Part I _ I-I 1 Contributions, gifts, grants, and similar amounts received Program service revenue including government fees and contracts Membership dues and assessments a J6. 4 Investment income J, 5a Gross amount from sale of assets other than inventory.... 5a b Less : cost or other basis and sales expenses b c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a).... 5c 6 Gaming and fundraising events a Gross income from gaming (attach Schedule G if greater than $15,000) I 6a b Gross income from fundraising events (not including $ of contributions oc from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000).. 6b c Less : direct expenses from gaming and fundraising vents... 6c "! d N et income o r ( loss) from gaming and Zin g events (add lines 6a and 6b an d su btract line 6c ) d 7a Gross sales of inventory, less returns andal / ldpances ^^^... 7a b Less : cost of goods sold 7b c Gross profit or (loss) from sales of inentory (Subtrract Ii e7b from line 7a) c 8 Other revenue (describe in Schedule.0) ,5 c. 9 Total revenue. Add lines 4;5c, 6d,,oand ^'' (, $ 4-7,Z, 10 Grants and similar amounts p 'd (Fist in Sao ed 1&'O) Benefits paid to or for members Salaries, other compensation, and mpibyee^benefits Professional fees and other pa yment s to independent contractors ea 14 Occupancy, rent, utilities, and maintenance Printing, publications, postage, and shipping J Other expenses (describe in Schedule 0) Total expenses. Add lines 10 throu gh ,g d 4 18 Excess or (deficit) for the year (Subtract line 17 from line 9) Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end -of-year figure reported on prior year ' s return ) G 3 7, Z 20 Other changes in net assets or fund balances (explain in Schedule 0) /a. 21 Net assets or fund balances at end of year. Combine lines 18 through For Paperwork Reduction Act Notice, see the separate Instructions. Cat. No Form 990-EZ (2013) P [9

2 Form 990-EZ (2013) Page 1 Balance Sheets (see the instructions for Part II) Check if the oraanization used Schedule 0 to respond to any question in this Part II.. q (A) Beginning of year (B) End of year 22 Cash, savings, and investments Land and buildings Other assets (describe in Schedule 0) Total assets to %. 26 Total liabilities (describe in Schedule 0) Net assets or fund balances (line 27 of column (B) must ag ree with line 21 ) Statement of Program Service Accomplishments (see the instructions for Part III) Expenses Check if the organization used Schedule 0 to respond to any q uestion in this Part III. (Required for section What is the organization ' s primary exempt purpose? 501(c)(3) and 501(c)(4) organizations and section Describe the organization ' s program service accomplishments for each of its three largest program services, w947(ax1) trusts ; optional as measured by expenses. In a clear and concise manner, describe the services provided, the number of for others) persons benefited, and other relevant information for each program title. 28 N166 V-L`l( C LJ I3 rilef 4 5 rt _C_,r!? S/ 1 A x. i^ -Ca_ if n!!t azots? PP09TVAlil e _ [ ^ n/etijo2k ^od^tits InlC`u0E (DQPT- - l^r_ WA's C14R15TO1A5 GIFTS r_-ar^_cn^^^^^_ ^r_tr^t: DR.. SVG-sS ^^^n/^ _S'cKoL/}2SYfIP$ c-rc. Grants $ o. co If this amount includes forei gn g rants, citieck here. q 28a 29 C cc L &cr FuAlDS Tv /3L TRA^/SFi;e Sri io THE RoTi4L'( C LuF1 OF WAYnlr5B o/to F-e u N DR opj r-6 a- 4>- GAL-_--f 1y_? ----SE-VLct P^2o---S [-1 KC-RaZAQX _MJ; WAyN^^4oRe w:-- A CL&Ant r,^1r^-2. ICJ -r jg w^rc_d 5 ^#. (Grants $ 0 oo If this amount includes forei g n rants, check here. u 29a Q SUPPOTLi otak`( lt4r'l---`---t2oiflizy UlSZRtCT 7jloC)--- LHi t '^'K SE*1 -Ae/Nt/ifL AYME_ y_ T _ df _ pve --- (- - --Q f^ftc?tc --- -ts [^1 KE 'PO L IO C_R b) Coe.J T1 ( Td_ & f31l L 4 TT5 Fr' c1 I^PA T!oa/ Grants $ 0.oo If this amount includes forei g n grants, check here. q 31 Other program services (describe in Schedule 0) a (Grants $ o. oo If this amount includes foreign grants, check here. q 31a 4O 32 Total program service expenses (add lines 28a through 31 a) FMM List of Officers. Directors. Trustees. and Kev Emnlovees (list each one even if not compensated - see the instructions for Part IV) Check if the organization used Schedule 0 to respond to any question in this Part IV. q (a) Name and rifle (b) Average (c) Reportable (d) Health benefits, compensation contributions to employ (e) Estimated amount of hours per week (Forms W-2/1099 -MISC) benefit plans, and other compensation devoted to position (d not paid, enter -0-) deferred compensation 6, o4s- i.. _!}LA PJ S wt rrt (?izts id6n WA VAlE R (5 C0L L C(; - PRC-S I ar"v 0' O 1 O 7ho 145_!4_-Co. 3e T SKRETR^1 ^ 3,. o. o -Y- a,i soo Pb4Su ACf. 1 To ^1 E Sir Z-.1 ;' - AT- AP ----D f^arqlci^ E _ P.4cu ^ ecrow 01 J!4 S s n! l^i ATT ec-cnorz.. 0. a. v. CN12tStc^`Pr^E/L. _ Q.4CCA D &Jo N A / eczd ^ O. O 0. ^Erc-rZ _ JAi -r 1L

3 Form 990-EZ (2013) Page 3 Other (Information (Note the Schedule A and personal benefit contract statement requirements in the instructions for Part Check if the organization used Schedule 0 to respond to any question in this Part V q 33 Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule 0 (see instructions) a Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? a b If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule 0 35b c Was the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If " Yes, " complete Schedule C, Part III c 36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If " Yes, " complete applicable parts of Schedule N a Enter amount of political expenditures, direct or indirect, as described in the instructions 37a b Did the organization file Form 1120-POL for this year? b 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?. 38a b If "Yes," complete Schedule L, Part II and enter the total amount involved b 39 Section 501(c)(7) organizations. Enter a Initiation fees and capital contributions included on line a b Gross receipts, included on line 9, for public use of club facilities b 40a Section 501 (c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911 ; section 4912 ; section 4955 b Section 501 (c)(3) and 501 (c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I b c Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and d Section 501 (c)(3) and 501 (c)(4) organizations. Enter amount of tax on line 40c reimbursed by the organization e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T e V 41 List the states with which a copy of this return is filed 42a The organization's books are in care of 1^, 32!A-!*oo^ k_ 2c-Asirkc-^ Telephone no ?(01-!G S - Located at 114- _... &-( "+PA ZIP ^> _ I4 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over Yes No a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 42b 3 If "Yes," enter the name of the foreign country: See the instructions for exceptions and filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts. c At any time during the calendar year, did the organization maintain an office outside the U.S.? c 3 If "Yes," enter the name of the foreign country: 43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041-Check here... q and enter the amount of tax-exempt interest received or accrued during the tax year Yes No 44a Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of Form 990 -EZ a b Did the organization operate one or more hospital facilities during the year? If 'Yes,, Form 990 must be completed instead of Form 990-EZ b c Did the organization receive any payments for indoor tanning services during the year? c d If "Yes' to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule d 45a Did the organization have a controlled entity within the meaning of section 512(b)(13)? a 45b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512 (b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions ) aah Yes No

4 Form 990-EZ (2013) Page 4 46 Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations only All section 501 (c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule 0 to respond to any question in this Part VI. q 47 Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E a Did the organization make any transfers to an exempt non-charitable related organization? a b If "Yes," was the related organization a section 527 organization? b 50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (a) Name and title of each employee (b) Average hours per week devoted to position (c) Reportable compensation (Forms W-2/1099-MISC) Health benefits, () contributions to employee benefit plans, and deferred compensation Yes Yes No No (a) Estimated amount of other compensation f Total number of other employees paid over $100, Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (a) Name and business address of each Independent contractor (b) Type of service (c) Compensation d Total number of other independent contractors each 52 Did the organization complete Schedule A? Note. All se nonexempt charitable trusts must attach a completed S Under penalties of penury, I declare that I have examined this return, including true, correct, and complete. Declaration of preparer (other than officer) is based Sign Signature of officer / Here V, Stzo! SH(ook 7KE1+5U4a0_ ' Type or print name and title Paid PrInNype preparer's name Preparer's sign Preparer Use Only Firm's name Firm's address May the IRS discuss this return with the preparer shown above

5 July 1, 2013 to June 30, 2014 Tax ID # Schedule 0 Form 990-EZ Part 1, Line 8 - Other Revenue: Charges to Members for Meals $ 35,628 Dictionary Project reimbursment 672 District 7360 reimbursement 700 Rotary Youth Leadership Assembly reimbursement 1,950 Funds to Transfer to Rotary Club of Waynesboro Foundation 22,152 Misc. (net) 153 Total Other Revenue $ 61,255 Part 1, Line 16 - Other Expenses: Meals $ 27,085 Supplies and Hardware 2,194 Rotary International Dues 5,569 Rotary District 7360 Dues 5,035 Dictionary project 672 Waynesboro Chamber of Commerce dues 112 National Award Service 840 Advertising 295 Transfer to Rotary Club of Waynesboro Foundation 24,287 Bank Service Charges 28 Misc. (net) 211 Total Other Expenses $ 66,328 Part 1, Line 20 - Other changes in fund balances $ 10 (check outstanding for about 1 year)

6 990-EZ accounting July 1, 2013 to June 30, INCOME DUES MEALS INITIATION ROTARY INT'L FOUNDA-TION INTEREST DIST 7360 REIMBURSE. DICTIONARY REIMBURSE. 7/13 $1, $7, $2, $006 8/13 $ $89000 $19200 $007 9/13 $11200 $ $2500 $13000 $ /13 $1, $6, $7, $ /13 $ $1, $3, $009 12/13 $81.50 $ $9800 $005 1/14 $85650 $4, $2, $004 $ /14 $79550 $4, $2, $0.04 3/14 $ $64650 $5000 $1000 $15000 $005 4/14 $1, $6, $75 00 $3000 $1, $007 5/14 $56050 $2, $66000 $009 6/14 $2550 $11000 $2500 $1000 $3000 $0.01 $70000 $7, $35, $ $5000 $21, $0 69 $70000 $ Part I Line 3 - Membership dues and assessments (Dues + initiation) $7, Part 1 Line 4 - Investment Income (interest) $069 Part I Line 8 - Schedule 0 - Other revenue (Meals) $35, Part I Line 8 - Schedule 0 - Other revenue (Dictionary Project reimbursed) $67200 Part I Line 8 - Schedule 0 - Other revenue (District 7360 reimbursement) $ Part I Line 8 - Schedule 0 - Other revenue (RYLA reimbursement) $1, Part I Line 8 - Schedule 0 - Other revenue (Funds transferred to Foundation) $22, Part I Line 8 - Schedule 0 - Other revenue (Misc) $ Part I Line 8 - Other revenue total $61, Part I Line 9 - Total Revenue $68,472 13

7 RYLA REIMBURSE. BATTLE OF THE MINDS PAUL HARRIS THOMPSON SCHOLAR. SWIM MARATHON MISC. (NET) TOTAL FOR MONTH $44.00 $11, $1, $ $15, $5, $ $8, $7, $1, $ $25.00 $25.00 $50.00 $30.00 $ $7.00 $83.50 $6.44 $3, $9, $3, $ $1, $ $25.00 $25.00 $80.00 $ $68,472.13

8 i EZ accounting July 1, 2013 to June 30, EXPENSES MEALS (MISC.) J & M POSTAGE & DIST SERVICE SUPPLIES - DICTIONARY ROTARY INT'L PRINTING BOX MISC. CHARGES MISC. PROJECT TRANSFER TO ROTARY FOUNDATION 7/13 $1, $ $60.00 $1, $2, /13 $2, /13 $2, /13 $2, $ /13 $2, $ /13 $2, $ /14 $1, $89.84 $46.00 $1, $2, /14 $1, $1, /14 $2, $ /14 $1, $ $ /14 $3, $ $2.85 $ /14 $2, $ $8.35 $ $6.67 $92.46 $78.44 $3.44 $25.00 $2.55 $6.44 $0.71 $ $2, $ $ $7, $3, $2, $2, $2, $ $1, $40.00 $27, $1, $ $5, $5, $ , Part I Line 15 - Printing & postage (J & M + Postage & Box) Part I Line 16 - Schedule 0 - Other expenses (Meals) Part I Line 16 - Schedule 0 - Other expenses (Supplies & Hardware) Part I Line 16 - Schedule 0 - Other expenses (District misc.) Part I Line 16 - Schedule 0 - Other expenses (Rotary Int'l dues) Part I Line 16 - Schedule 0 - Other expenses (Dictionary project) Part I Line 16 - Schedule 0 - Other expenses (Transfer to Rotary Foundation) Part I Line 16 - Schedule 0 - Other expenses (Waynesboro Chamber of Commerce) Part I Line 16 - Schedule 0 - Other expenses (National Award Services) Part I Line 16 - Schedule 0 - Other expenses (Advertising) Part I Line 16 - Schedule 0 - Other expenses (Service Charges) Part I Line 16 - Schedule 0 - Other expenses (Misc.) 1 $1,717/.21 $27, $2, $5, $5, $ $24, $ $ $ $28.16 $210.85

9 - L-WAY. CHAM. OF COM. - MISC. HARDWARE - MISC. NATIONAL AWARD SERVICES ADVERTISING - MISC. MISC. (NET) TOTAL FOR MONTH $ $8, $30.85 $2, $2, $75.00 $10, $7, $5, $1, $8, $ $5, $39.90 $2, $ $5, $36.03 $4, $ $13.32 $ $3, $ $1, $ $ $ $68,045.12

10 Part I Line 16 - Other expenses total $66, Part I Line 17 - Total expenses $68, Part III Line 28 - Expenses associated with weekly meetings (meals, printing, hardware, supplies ) $30, Part III Line 30 - Expenses associated with Foundation projects $26, Part III Line 29 - Expenses associated with Rotary In't & District 7360 $10, Part III Line 31 - remaining expenses $ Part III Line 32 - Total service related expenses $68,045.12

11 ROTARY CLUB OF WAYNESBORO P. 0. Box 523 Waynesboro, Pennsylvania Founded 1920 Treasurers Report June 2014 Balance, June 1, 2014 $ 9, Income: Dues $ Meals Interest 0.01 Initiation Fundraising Rotary Int'l Foundation Paul Hams 0.00 Thompson Scholarship 0.00 Late fees 0.00 Swim Marathon 0.00 Cash from 50/50 drawings 0.00 Checking Account service charge reimbursed 6.44 Misc. Club issues (7360 reimbursement & Ruby Hykes) $ 10, Expenses: Waynesboro Country Club (May Meals ) $ 2, Parlor House ( Board Breakfast) Way. Chamber of Commerce yearly dues Rotary Club of Way Foundation monthly transfer J & M Printing (misc.) U. S. Postal Service 0.00 Dan DeDona extension cord Checking Account service charge 0.71 Savoy Catering (Rotary in the Park ) Custom Sign Studio (Jason banner) , Balance, June 30, 2014 $ 7, Notes: None Respectfully submitted, V. Brian Shook, Treasurer

12 ROTARY CLUB OF WAYNESBORO P. 0. Box 523 Waynesboro, Pennsylvania Founded 1920 Treasurer's Report July 2013 Balance, July 1, 2013 $ 6, Income: Dues Meals Interest $ 1, , , $15, Expenses: Waynesboro Country Club (June Meals) Parlor House (Board Breakfast) Mary Berge (Seminar - Jason Piatt) J & M Printing (Rota-Squibs) Postmaster (P. 0. Box Rent) Rotary District 7360 (Semi-Annual Dues) Rotary International (Semi-Annual Dues) J & M Printing (Supplies) $ 1, , , , Balance, July 31, 2013 $ 9,837.90