2025-06-06T14:13:05-05:00 2024-06-30 332664314 Coastal Bay Tax & Consulting 5709 Tidalwave Drive Suite 101 New Port Richey FL 34652 990EZ 2023-07-01 270585854 Rotary Club of Holiday Inc ROTA 7279102020 5709 Tidalwave Drive New Port Richey FL 34652 John York Treasurer 7605059022 2025-06-06 1 0 X MICHAEL BERTHA P02307836 7273391040 2025-06-06 X 2023 2025-03-06 01:10:19Z X X X https://www.holidayrotary.com/ X X 95832 X 39477 53201 17546 35655 3154 78286 9751 41428 51179 27107 35529 0 62636 X 24678 56074 10851 6562 35529 62636 0 0 35529 62636 X The Rotary Club of Holiday is dedicated to charitable, educational, and community service initiatives that promote goodwill and improve quality of life. Through fundraising and volunteer efforts, they support youth education, disaster relief, local charities, and civic engagement, aligning with Rotary International's values of service, leadership, and ethical responsibility. The Rotary Club of Holiday proudly contributed to the global fight against polio by raising $5,269 for PolioPlus this year. Through dedicated fundraising efforts, community outreach, and member engagement, the club supported Rotary International's mission to eradicate polio worldwide. These funds will help provide vaccines, strengthen healthcare systems, and protect children from this debilitating disease.This achievement reflects the club's commitment to humanitarian service and making a meaningful impact beyond our local community. By joining forces with Rotary's global initiative, the Rotary Club of Holiday continues to uphold the values of service, leadership, and compassion, ensuring a healthier future for generations to come. 0 5350 The Rotary Club of Holiday successfully raised $2,068 through its Happy Dollars program, reinforcing the spirit of generosity and community engagement among its members. These contributions were made in celebration of personal milestones, expressions of gratitude, and moments of joy, all while supporting the club's ongoing charitable initiatives.This funding directly aids local and global service projects, helping to create positive change and strengthen Rotary's mission of service above self. Through Happy Dollars, the Rotary Club of Holiday continues to foster camaraderie while making a meaningful impact in the community and beyond. 0 0 The Rotary Club of Holiday proudly raised $32,876 during the New Port Richey Christmas Parade, demonstrating its commitment to service and community impact. These funds support various local and national organizations, contributing to essential programs that uplift individuals and strengthen communities.Through dedicated fundraising efforts and the generosity of supporters, the club continues to make a meaningful difference. By directing these resources to charitable initiatives, the Rotary Club of Holiday upholds its mission of service above self, ensuring that the spirit of giving reaches those in need throughout the area and beyond. 0 7651 13001 Erin Meyer Director 2.00 0 0 0 Edwin Hancock Director 2.00 0 0 0 James Lovell Director 2.00 0 0 0 Jackie Basak Director 2.00 0 0 0 Michael Cox Director 2.00 0 0 0 Nic Manns President 2.00 0 0 0 Kelly Mothershead Past President 2.00 0 0 0 Kim Bogart President Elect 2.00 0 0 0 Jana Paulk Secretary 2.00 0 0 0 John York Treasurer 2.00 0 0 0 Gary Burden Vice President 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 John York 5709 Tidalwave Drive New Port Richey FL 34652 7605059022 0 0 0 0 0 0 0 X Polio Plus 5269 5269 5350 Happy Dollars 2068 2068 3 45864 45864 3712 350 8134 53201 53201 3712 350 13484 17546 35655 Schedule G, Part I, Line 2b, Column (v) Polio Plus and Happy Dollars - members were asked to give money that went directly to the two specific organizations 50-50 Raffle - members were asked to purchase tickets which made them eligible to win half of the funds that were donated; the other half of the funds was given directly to charity YETI Raffle - members were asked to purchase tickets to win a YETI cooler; all money collected was given directly to charity Christmas Parade - individuals who wanted to advertise during the parade paid a fee, which offset costs for the parade, with all remaining funds being given directly to charity Form 990-EZ, Part I, Line 8 - Other Revenue Description: Interest. Amount: 33. Description: Miscellaneous. Amount: 2,596. Description: Bulleting Advertisement. Amount: 525. Total to Form 990-EZ, line 8: 3,154. Form 990-EZ, Part I, Line 10 - Payments to Affiliates Affiliate Name: Rotary International. Affiliate Address: 1560 Sherman Avenue Evanston, IL 60201. Purpose of Payment: Club Dues to Rotary International. Amount of Payment: 3,763. Form 990-EZ, Part I, Line 10 - Payments to Affiliates Affiliate Name: Rotary International. Affiliate Address: 1560 Sherman Avenue Evanston, IL 60201. Purpose of Payment: Dues to Rotary Annual Fund. Amount of Payment: 3,650. Form 990-EZ, Part I, Line 10 - Payments to Affiliates Affiliate Name: Rotary District 6950. Purpose of Payment: Club Dues to Rotary District 6950. Amount of Payment: 2,338. Total included on Form 990-EZ, line 10: 9,751. Form 990-EZ, Part I, Line 16 - Other Expenses Description: PayPayl Fees. Amount: 1,870. Description: Charitable Contributions. Amount: 123. Description: Zoom Expense. Amount: 163. Description: Awards Expense. Amount: 1,442. Description: Bad Debt Expense for Uncollectible Delinquent Member Accounts. Amount: 300. Description: Weekly Meals. Amount: 27,860. Description: Installation Dinner. Amount: 574. Description: Holiday Party. Amount: 4,723. Description: Socials. Amount: 186. Description: Office Expense. Amount: 385. Description: PETS (President Training). Amount: 347. Description: Membership Training. Amount: 472. Description: Membership Services (Recruitment). Amount: 180. Description: DACDB Software. Amount: 519. Description: Miscellaneous. Amount: 1,742. Description: President's Discretionary Fund. Amount: 502. Description: Board Expense. Amount: 40. Total to Form 990-EZ, line 16: 41,428. Form 990-EZ, Part II, Line 24 - Other Assets Description: Member Dues Receivable. Beg. of Year Amount: 10,072. End of Year Amount: 6,562. Description: Deposits. Beg. of Year Amount: 200. End of Year Amount: 0. Description: Prepaid Payments. Beg. of Year Amount: 579. End of Year Amount: 0. The organization's original tax return was due on November 15, 2024. To ensure compliance, the tax preparerwho is a CPAfiled an extension, moving the deadline to May 15, 2025.The organization relied on the tax preparer's professional expertise and trusted that he would handle the filing appropriately. However, despite his credentials, he failed to ask the necessary questions and obtain critical information that would have allowed him to complete the return in a timely manner. As a result, the delay in submission was not due to any negligence or oversight on the part of the organization but rather an error in the preparer's approach.Given these circumstances, the organization's actions were entirely reasonable, as they took all appropriate steps to ensure the tax return was handled properly. Unfortunately, they were affected by factors outside of their control. 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.