BETA

IRVINE ROTARY FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IRVINE ROTARY FOUNDATION INC (EIN 68-0634111)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-12
IRS object ID
202511329349204591
Schema version
2023v6.0
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)
Return2025-05-12T15:44:25-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900990120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1New Era CPAs LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11322 Scott St Suite 202AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92106ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680634111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRVINE ROTARY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone9493008912PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50066AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92619ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARISH MURTHYPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas K Mahony CPAPreparerPersonNm
PTINP00052847PTIN
Phone6192554630PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressIRVINEROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$72,709GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$72,709ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$46,841SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$46,841SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$25,868TotalRevenueAmt
Grants And Similar Amounts Paid$34,448GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,300FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$718OtherExpensesTotalAmt
Total Expenses$36,466TotalExpensesAmt
Excess Or Deficit For Year-$10,598ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$86,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$76,388NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$80,768BOYAmt
EOY$76,388EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$6,218BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,986BOYAmt
EOY$76,388EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$86,986BOYAmt
EOY$76,388EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCIVIC ORGANIZATIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
CONTRIBUTIONS MADE TO THE ROTARY FOUNDATION TO SUPPORT EYE AND DENTAL CARE CENTER IN MEXICO FOR POOR PEOPLE.$12,600
DONATED CHRISTMAS GIFTS AND FUNDS TO MARINE FAMILIES LOCATED AT CAMP PENDLETON
DONATED FUNDS TO RECIPIENTS OF THE ROTARY YOUTH LEADERSHIP AWARDS$5,000
CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS$12,848
CONTRIBUTIONS MADE TO SAS SCHOLARSHIPS$5,000

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STELLA CARDOZA
President1.00$0
AUSTIN WALL
SECRETARY/TREAS1.00$0
WOODY JONES
Vice President1.00$0
CAECILIA GOTAMA
PRESIDENT ELECT1.00$0
HARISH MURTHY
ASST. TREASURER1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHARISH MURTHYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 MECKLENBERGAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
FieldValueIRS element (for citing)
Phone9493008912PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)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$15,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,922CurrentTaxYearMinus1YearAmt
Current Tax Year$34,448CurrentTaxYearAmt
Total$161,922TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,922CurrentTaxYearMinus1YearAmt
Current Tax Year$34,448CurrentTaxYearAmt
Total$161,922TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$161,922PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,496CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,922CurrentTaxYearMinus1YearAmt
Current Tax Year$34,448CurrentTaxYearAmt
Total$161,922TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$39,557GrossReceiptsEvent1Amt
Charitable Contri Event1$39,557CharitableContriEvent1Amt
Non Cash Prizes Event1$1,200NonCashPrizesEvent1Amt
Rent Facility Costs Event1$37,535RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$8,106OtherDirectExpensesEvent1Amt
Event2BIKE A THONEvent2Nm
Gross Receipts Event2$10,352GrossReceiptsEvent2Amt
Charitable Contri Event2$10,352CharitableContriEvent2Amt
Gross Receipts Total$49,909GrossReceiptsTotalAmt
Charitable Contributions Tot$49,909CharitableContributionsTotAmt
Non Cash Prizes Total Events$1,200NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$37,535RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$8,106OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$46,841DirectExpenseSummaryEventsAmt
Net Income Summary-$46,841NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.3| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: PO BOX 50066 IRVINE CA 92619 | Cash Amount Given: $12600
Other Expenses.1002Office Expenses $248
Other Expenses.1012Insurance $390
Other Expenses.1MISCELLANEOUS EXPENSE $80
Other Assets.1undeposited funds - Beginning $6218 undeposited funds - Ending $0

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