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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202421369349206092
Schema version
2022v5.0
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)
Return2024-05-15T17:31:09-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330835459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MURRIETA ROTARY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMURRBusinessNameControlTxt
Phone9516766555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125060 HANCOCK AVE 103-365AddressLine1Txt
CityMURRIETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP925625959ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUELLEN FICKEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9516766555PhoneNum
Signature2024-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOUELLENPersonFirstNm
Person LastFICKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMURRIETAROTARYCLUB.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$121,638GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$110,641ContributionsGiftsGrantsEtcAmt
Program Service Revenue$9,479ProgramServiceRevenueAmt
Other Revenue Total$1,518OtherRevenueTotalAmt
Total Revenue$121,638TotalRevenueAmt
Occupancy Rent Utlts And Maint$3,254OccupancyRentUtltsAndMaintAmt
Other Expenses Total$133,853OtherExpensesTotalAmt
Total Expenses$137,107TotalExpensesAmt
Excess Or Deficit For Year-$15,469ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$246,213NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$230,744NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$255,978BOYAmt
EOY$247,950EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$255,978BOYAmt
EOY$247,950EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,765BOYAmt
EOY$17,206EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$246,213BOYAmt
EOY$230,744EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeORG. FORMED TO RAISE FUNDS TO SUPPORT CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERACY AND EDUC. ORGANIZATIONS WHICH QUALIFY AS EXEMPT UNDER SEC 501(C)(3)PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (7 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,022 FULL SIZE AMERICAN FLAGS AT MURRIETA TOWN SQUARE PARK DURING THE WEEK OF VETERAN'S DAY, INCLUDING VARIOUS PROGRAMS HONORING FIRST RESPONDERS, VETERANS, AND SPECIAL EDUCATIONAL PROGRAMS THROUGHOUT THE WEEK. RECEIPTS FROM FLAG SPONSORS INCLUDED IN PROGRAM SERVICE REVENUE ON FORM 990, PAGE 1.$0$57,008
THE CLUB HAS PARTNERED WITH ROTARY IN LA PAZ, MEXICO, TO COLLABORATE ON MUTUALLY BENEFICIAL PROJECTS AND CULTURAL ENLIGHTENMENT IN THE SOUTHERN BAJA REGION.$0$14,207
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$11,460
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$3,623$23,110
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS$0$14,946
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$2,065
POST-SECONDARY SCHOLARSHIP AWARDS$0$9,757
FieldValueIRS element (for citing)
Total Program Service Expenses$132,553TotalProgramServiceExpensesAmt
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
JOHN BROWN
PRESIDENT10.00$0$0$0
ROB HASKINS
PRESIDENT-ELECT10.00$0$0$0
JODY LAWLOR
COMMUNITY SERVICE DIRECTOR5.00$0$0$0
LOUELLEN FICKE
TREASURER10.00$0$0$0
DAWN LAYTON
CLUB SERVICE (ADMIN)10.00$0$0$0
PATSY ORR
SECRETARY10.00$0$0$0
SAOMORN WONG
FOUNDATION DIRECTOR5.00$0$0$0
JAN LUNDAY
INTNL. SERVICE DIRECTOR5.00$0$0$0
PAUL DISTEFANO
YOUTH SERVICE CO-DIRECTOR5.00$0$0$0
LIZ JONES
YOUTH SERVICE CO-DIRECTOR5.00$0$0$0
JIM YANOSCHIK
VOCATIONAL SERVICE DIRECTOR5.00$0$0$0
MIKE SHIRLEY
MEMBERSHIP CHAIR5.00$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
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
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 FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125060 HANCOCK AVE 103-365AddressLine1Txt
CityMURRIETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP925625959ZIPCd
FieldValueIRS element (for citing)
Phone9516766555PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,342CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,025CurrentTaxYearMinus1YearAmt
Current Tax Year$120,120CurrentTaxYearAmt
Total$555,638TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,342CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,025CurrentTaxYearMinus1YearAmt
Current Tax Year$120,120CurrentTaxYearAmt
Total$555,638TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$555,638PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287CurrentTaxYearMinus3YearsAmt
Current Tax Year$1,518CurrentTaxYearAmt
Total$4,409TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287CurrentTaxYearMinus3YearsAmt
Current Tax Year$1,518CurrentTaxYearAmt
Total$4,409TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,152CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,178CurrentTaxYearMinus3YearsAmt
Total$66,330TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$129,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,025CurrentTaxYearMinus1YearAmt
Current Tax Year$121,638CurrentTaxYearAmt
Total$626,377TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88710PublicSupportCY509Pct
Public Support PY5090.84030PublicSupportPY509Pct
Investment Income CY0.00700InvestmentIncomeCYPct
Investment Income PY0.00690InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST INCOME. AMOUNT: 1,518.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 3,254.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 132,553. DESCRIPTION: BANK CHARGES. AMOUNT: 336. DESCRIPTION: LEADERSHIP TRAINING (PETS). AMOUNT: 964. TOTAL TO FORM 990-EZ, LINE 16: 133,853.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 9,669. END OF YEAR AMOUNT: 17,108. DESCRIPTION: RI FOUNDATION - TRF/POLIO. BEG. OF YEAR AMOUNT: 96. END OF YEAR AMOUNT: 98.

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

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