BETA

MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202131379349203983
Schema version
2019v5.2
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)
Return2021-05-17T16:38:55-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

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)
PersonPATSY ORRPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9516766555PhoneNum
Signature2021-05-17SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$133,715GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$84,331ContributionsGiftsGrantsEtcAmt
Program Service Revenue$13,012ProgramServiceRevenueAmt
Investment Income$287InvestmentIncomeAmt
Fundraising Gross Income$36,085FundraisingGrossIncomeAmt
Special Events Direct Expenses$38,178SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$2,093SpecialEventsNetIncomeLossAmt
Total Revenue$95,537TotalRevenueAmt
Other Expenses Total$91,001OtherExpensesTotalAmt
Total Expenses$91,001TotalExpensesAmt
Excess Or Deficit For Year$4,536ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$194,304NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$198,840NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$202,331BOYAmt
EOY$200,956EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$202,331BOYAmt
EOY$200,956EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,027BOYAmt
EOY$2,116EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$194,304BOYAmt
EOY$198,840EOYAmt
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 (6 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,019 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$26,520
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$10,157
POST-SECONDARY SCHOLARSHIP AWARDS$0$6,750
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$0$36,733
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS$0$6,470
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$2,800
FieldValueIRS element (for citing)
Total Program Service Expenses$89,430TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACQUI DOBENS
PRESIDENT10.00$0$0$0
JANN GENTRY
IMMEDIATE PAST PRESIDENT10.00$0$0$0
LINDA DOZIER
PR/BRAND MANAGEMENT5.00$0$0$0
JIM YANOSCHIK
COMMUNITY SERVICE DIRECTOR5.00$0$0$0
PATSY ORR
TREASURER10.00$0$0$0
LOUELLEN FICKE
CLUB SERVICE (ADMIN)10.00$0$0$0
STEVE NICHOLSON
PRESIDENT-ELECT10.00$0$0$0
AL VOLLBRECHT
SECRETARY10.00$0$0$0
MARK MORGAN
FOUNDATION DIRECTOR5.00$0$0$0
WAYNE STOCKMYER
MEMBERSHIP DIRECTOR5.00$0$0$0
DOREEN TATE
INTNL. SERVICE DIRECTOR5.00$0$0$0
JOHN BROWN
YOUTH SERVICE DIRECTOR5.00$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$94,515CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,105CurrentTaxYearMinus1YearAmt
Current Tax Year$97,342CurrentTaxYearAmt
Total$495,210TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,515CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$95,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,105CurrentTaxYearMinus1YearAmt
Current Tax Year$97,342CurrentTaxYearAmt
Total$495,210TotalAmt

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$495,210PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,604CurrentTaxYearMinus1YearAmt
Current Tax Year$287CurrentTaxYearAmt
Total$8,262TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,604CurrentTaxYearMinus1YearAmt
Current Tax Year$287CurrentTaxYearAmt
Total$8,262TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,378CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,215CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,152CurrentTaxYearMinus1YearAmt
Current Tax Year$38,178CurrentTaxYearAmt
Total$149,581TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$138,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,276CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,861CurrentTaxYearMinus1YearAmt
Current Tax Year$135,807CurrentTaxYearAmt
Total$653,053TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.75830PublicSupportCY509Pct
Public Support PY5090.77180PublicSupportPY509Pct
Investment Income CY0.01270InvestmentIncomeCYPct
Investment Income PY0.01470InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PATRIOTS BALL DINNER EVENTEvent1Nm
Gross Receipts Event1$90,869GrossReceiptsEvent1Amt
Charitable Contri Event1$54,784CharitableContriEvent1Amt
Gross Revenue Event1$36,085GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,176RentFacilityCostsEvent1Amt
Food And Beverage Event1$23,733FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,269OtherDirectExpensesEvent1Amt
Gross Receipts Total$90,869GrossReceiptsTotalAmt
Charitable Contributions Tot$54,784CharitableContributionsTotAmt
Gross Revenue Total Events$36,085GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,176RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$23,733FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,269OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$38,178DirectExpenseSummaryEventsAmt
Net Income Summary-$2,093NetIncomeSummaryAmt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATION TREASURERBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line125060 HANCOCK AVE 103-365AddressLine1Txt
CityMURRIETACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92562ZIPCd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST FROM CASH INVESTMENTS. AMOUNT: 287.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 89,429. DESCRIPTION: BANK CHARGES. AMOUNT: 833. DESCRIPTION: LEADERSHIP TRAINING (PETS). AMOUNT: 739. TOTAL TO FORM 990-EZ, LINE 16: 91,001.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 25. END OF YEAR AMOUNT: 0. DESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 8,002. END OF YEAR AMOUNT: 2,116.

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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