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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-06-30
IRS object ID
202001829349200420
Schema version
2018v3.2
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)
Return2020-06-30T11:01:26-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-06-30SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.77.118.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-30IPDt
IP Tm10:26:32IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE46B255CB548C5492FAB0040A8DDC6331A9792B1AtSubmissionCreationDeviceId
At Submission Filing Device IdE03EB6181998B2D19CB75FA07E0B0070A68D8863AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

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$129,861GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$78,563ContributionsGiftsGrantsEtcAmt
Program Service Revenue$20,542ProgramServiceRevenueAmt
Investment Income$2,604InvestmentIncomeAmt
Fundraising Gross Income$28,152FundraisingGrossIncomeAmt
Special Events Direct Expenses$37,692SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$9,540SpecialEventsNetIncomeLossAmt
Total Revenue$92,169TotalRevenueAmt
Other Expenses Total$77,125OtherExpensesTotalAmt
Total Expenses$77,125TotalExpensesAmt
Excess Or Deficit For Year$15,044ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$179,260NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$194,304NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$186,559BOYAmt
EOY$202,331EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$186,559BOYAmt
EOY$202,331EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,299BOYAmt
EOY$8,027EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$179,260BOYAmt
EOY$194,304EOYAmt
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 2,018 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$21,800
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$9,413
POST-SECONDARY SCHOLARSHIP AWARDS$0$13,500
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$1,000$13,303
INTERNATIONAL PROJECTS$0$4,920
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS$0$6,380
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$6,318
FieldValueIRS element (for citing)
Total Program Service Expenses$75,634TotalProgramServiceExpensesAmt
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
JACQUI DOBENS
PRESIDENT-ELECT10.00$0$0$0
JANN GENTRY
PRESIDENT10.00$0$0$0
MICHAEL STROMSOE
MEMBERSHIP DIRECTOR5.00$0$0$0
LINDA DOZIER
PR/BRAND MANAGEMENT5.00$0$0$0
CRAIG CARPER
FOUNDATION DIRECTOR5.00$0$0$0
JIM YANOSCHIK
COMMUNITY SERVICE DIRECTOR5.00$0$0$0
LARRY KING
INTERNATIONAL SERVICE DIRE5.00$0$0$0
BOB BODEMER
YOUTH SERVICE DIRECTOR5.00$0$0$0
PATSY ORR
TREASURER10.00$0$0$0
GEORGE STEELE
SECRETARY10.00$0$0$0
FRANK DONAHOE
MEMBERSHIP DIRECTOR5.00$0$0$0
LOUELLEN FICKE
CLUB SERVICE (ADMINISTRATION)10.00$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$97,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,594CurrentTaxYearMinus1YearAmt
Current Tax Year$99,105CurrentTaxYearAmt
Total$494,873TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,594CurrentTaxYearMinus1YearAmt
Current Tax Year$99,105CurrentTaxYearAmt
Total$494,873TotalAmt

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$494,873PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,448CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,233CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,467CurrentTaxYearMinus1YearAmt
Current Tax Year$2,604CurrentTaxYearAmt
Total$9,423TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,448CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,233CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,467CurrentTaxYearMinus1YearAmt
Current Tax Year$2,604CurrentTaxYearAmt
Total$9,423TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,378CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,658CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,215CurrentTaxYearMinus1YearAmt
Current Tax Year$28,152CurrentTaxYearAmt
Total$136,902TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,545CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,276CurrentTaxYearMinus1YearAmt
Current Tax Year$129,861CurrentTaxYearAmt
Total$641,198TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77180PublicSupportCY509Pct
Public Support PY5090.79070PublicSupportPY509Pct
Investment Income CY0.01470InvestmentIncomeCYPct
Investment Income PY0.01250InvestmentIncomePYPct
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$96,293GrossReceiptsEvent1Amt
Charitable Contri Event1$68,141CharitableContriEvent1Amt
Gross Revenue Event1$28,152GrossRevenueEvent1Amt
Rent Facility Costs Event1$18,273RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,479FoodAndBeverageEvent1Amt
Entertainment Event1$400EntertainmentEvent1Amt
Other Direct Expenses Event1$9,540OtherDirectExpensesEvent1Amt
Gross Receipts Total$96,293GrossReceiptsTotalAmt
Charitable Contributions Tot$68,141CharitableContributionsTotAmt
Gross Revenue Total Events$28,152GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$18,273RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$9,479FoodAndBeverageTotalEventsAmt
Entertainment Total Events$400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$9,540OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,692DirectExpenseSummaryEventsAmt
Net Income Summary-$9,540NetIncomeSummaryAmt

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: 457. DESCRIPTION: DIVIDENDS FROM MUTUAL FUND INVESTMENT. AMOUNT: 2,147. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,604.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 75,634. DESCRIPTION: BANK CHARGES. AMOUNT: 716. DESCRIPTION: LEADERSHIP TRAINING (PETS). AMOUNT: 750. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 77,125.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 348. END OF YEAR AMOUNT: 25. DESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 6,951. END OF YEAR AMOUNT: 8,002.

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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