TY 2023 Form 990EZ

Form990EZ

Department of the Treasury
Internal Revenue Service

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)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
Rotary Club of Charlevoix

Number and street (or P. O. box, if mail is not delivered to street address)PO Box 532
Room/suite

City or town, state or province, country, and ZIP or foreign postal code Charlevoix, MI49720

D Employer identification number

38-2839729

E Telephone number

F Group Exemption
Number bullet

0573

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? To support community activities.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Support of Rotary Foundation (Grants $ 2,820) If this amount includes foreign grants, check here ...			28a	2,820
29 We provided grants to the community for public school activities, leadership projects, local community enrichment projects, and little league. We provided international grants for disaster relief and polio eradication. We also provided scholarships and mentoring to students of Charlevoix Public Schools. (Grants $ 10,463) If this amount includes foreign grants, check here ...			29a	10,463
30 We supported the Rotary Club of Charlevoix Charities, Inc to provide funds to build a playground. (Grants $ 20,000) If this amount includes foreign grants, check here ...			30a	20,000
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	33,283

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Jon VanWagnen President	3.00	0
Abbie Hart Vice President	1.00	0
Corey Bascom Treasurer	3.00	0
Margaret Potter Secretary	1.00	0
Aaron Wilkin Director	1.00	0
Kirby Dipert Director	1.00	0
Mark Andresky Director	1.00	0
Bryan Lindfors Director	1.00	0
Charles Center Director	1.00	0
Kent Knorr Director	1.00	0
Steve Corporon Director	1.00	0
Jody McLeod Director	1.00	0
Carrie Titus Director	1.00	0

Section 501(c)(3), 501(c)(4), and 501(c)(29) 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

40b

Yes

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 ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

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)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

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
NONE

Return Reference	Explanation
Grants and Similar Amounts Paid In Excess of $5,000.28	\| Donee's Name: Rotary Club of Charlevoix Charities Inc \| Donee's Address: PO Box 532 Charlevoix MI 49720 \| Cash Amount Given: $20000
Other Expenses.1007	Conferences, Conventions, and Meetings $1400
Other Expenses.1	Dues and subscriptions $7580
Other Expenses.2	Website $576
Other Expenses.3	Supplies $298
Other Expenses.5	Miscellaneous $20
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $1500 Prepaid Expenses and Deferred Charges - Ending $0
Total Liabilities.1003	Deferred Revenue - Beginning $408 Deferred Revenue - Ending $6

Return Reference

Explanation

Grants and Similar Amounts Paid In Excess of $5,000.28

| Donee's Name: Rotary Club of Charlevoix Charities Inc | Donee's Address: PO Box 532 Charlevoix MI 49720 | Cash Amount Given: $20000

Other Expenses.1007

Conferences, Conventions, and Meetings $1400

Other Expenses.1

Dues and subscriptions $7580

Other Expenses.2

Website $576

Other Expenses.3

Supplies $298

Other Expenses.5

Miscellaneous $20

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1500 Prepaid Expenses and Deferred Charges - Ending $0

Total Liabilities.1003

Deferred Revenue - Beginning $408 Deferred Revenue - Ending $6

1	Contributions, gifts, grants, and similar amounts received ....................	1	165
2	Program service revenue including government fees and contracts ................	2
3	Membership dues and assessments .............................	3	19,598
4	Investment income ....................................	4	2,514
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
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)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) List of Attached Documents: // Content ..	6b	60,790
c	Less: direct expenses from gaming and fundraising events ...	6c	23,569
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d	37,221
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	59,498

10	Grants and similar amounts paid (list in Schedule O) ................	10	33,283
11	Benefits paid to or for members ......................	11	8,854
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	82
16	Other expenses (describe in Schedule O) ...................	16	9,874
17	Total expenses. Add lines 10 through 16 .................	17	52,093

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	7,405
19	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) .................	19	127,505
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	134,910

Sign Here

	Signature of officer	Date

	Type or print name and title

Software ID:	23017517
Software Version:	2023v6.0

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










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