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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202541349349205834
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)
Return2025-05-14T16:06:04-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
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 AddressMURRIETAROTARYCLUB.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$157,450GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$115,172ContributionsGiftsGrantsEtcAmt
Program Service Revenue$10,679ProgramServiceRevenueAmt
Investment Income$31,599InvestmentIncomeAmt
Total Revenue$157,450TotalRevenueAmt
Other Expenses Total$181,783OtherExpensesTotalAmt
Total Expenses$181,783TotalExpensesAmt
Excess Or Deficit For Year-$24,333ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$230,744NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$206,411NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$247,950BOYAmt
EOY$235,818EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$247,950BOYAmt
EOY$235,818EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,206BOYAmt
EOY$29,407EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$230,744BOYAmt
EOY$206,411EOYAmt
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 2,023 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$62,953
MURRIETA THROUGH TIME--FINAL DESIGN, FABRICATION AND INSTALLATION OF AREA HISTORY DISPLAY IN MURRIETA TOWN SQUARE PARK.$0$50,452
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS.$0$15,404
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$3,405$25,555
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$10,780
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS.$0$10,273
POST-SECONDARY SCHOLARSHIP AWARDS.$0$5,000
FieldValueIRS element (for citing)
Total Program Service Expenses$180,417TotalProgramServiceExpensesAmt
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
BROWN JOHN
DIRECTOR5.00$0$0$0
DOZIER LINDA GAIL
PUBLIC RELATIONS CHAIR5.00$0$0$0
LUNN LINDA
VOCATIONAL SERVICE CHAIR5.00$0$0$0
GRIMES TOM T
MEMBERSHIP CHAIR5.00$0$0$0
HARTMANN JEANNETTE A
YOUTH SERVICES CHAIR5.00$0$0$0
LAYTON DAWN M
CLUB SERVICE CHAIR10.00$0$0$0
ONTIVEROS GRACE
COMMUNITY SERVICE CHAIR5.00$0$0$0
TATE DOREEN E
INTERNATIONAL SERVICE CHAIR5.00$0$0$0
HASKINS ROB
PRESIDENT10.00$0$0$0
YANOSCHIK JIM
PRESIDENT ELECT10.00$0$0$0
ORR PATSY
SECRETARY10.00$0$0$0
FICKE LOU ELLEN
TREASURER10.00$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$97,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,120CurrentTaxYearMinus1YearAmt
Current Tax Year$125,851CurrentTaxYearAmt
Total$582,384TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,120CurrentTaxYearMinus1YearAmt
Current Tax Year$125,851CurrentTaxYearAmt
Total$582,384TotalAmt

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$582,384PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$1,518CurrentTaxYearMinus1YearAmt
Current Tax Year$31,599CurrentTaxYearAmt
Total$33,404TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$1,518CurrentTaxYearMinus1YearAmt
Current Tax Year$31,599CurrentTaxYearAmt
Total$33,404TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,178CurrentTaxYearMinus4YearsAmt
Total$38,178TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$135,807CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,638CurrentTaxYearMinus1YearAmt
Current Tax Year$157,450CurrentTaxYearAmt
Total$653,966TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89050PublicSupportCY509Pct
Public Support PY5090.88710PublicSupportPY509Pct
Investment Income CY0.05110InvestmentIncomeCYPct
Investment Income PY0.00700InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 5,024. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 26,575. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 31,599.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 180,418. DESCRIPTION: BANK CHARGES. AMOUNT: 261. DESCRIPTION: LEADERSHIP TRAINING (PETS). AMOUNT: 1,010. DESCRIPTION: OTHER MISC EXP. AMOUNT: 94. TOTAL TO FORM 990-EZ, LINE 16: 181,783.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 17,108. END OF YEAR AMOUNT: 28,976. DESCRIPTION: RI FOUNDATION - TRF/POLIO. BEG. OF YEAR AMOUNT: 98. END OF YEAR AMOUNT: 431.

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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