MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201911359349203046
Schema version
2017v2.3
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)
Return2019-05-15T11:45:50-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.77.118.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:37:39IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF0E5053761DF24E11A2CB6EBE66E74D05AE9B068AtSubmissionCreationDeviceId
At Submission Filing Device Id9055304D94813FD77037BEB6BE3F6751BDE37E36AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

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$127,276GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$73,005ContributionsGiftsGrantsEtcAmt
Program Service Revenue$22,589ProgramServiceRevenueAmt
Investment Income$1,467InvestmentIncomeAmt
Fundraising Gross Income$30,215FundraisingGrossIncomeAmt
Special Events Direct Expenses$36,878SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$6,663SpecialEventsNetIncomeLossAmt
Total Revenue$90,398TotalRevenueAmt
Other Expenses Total$91,386OtherExpensesTotalAmt
Total Expenses$91,386TotalExpensesAmt
Excess Or Deficit For Year-$988ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$180,248NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$179,260NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$184,346BOYAmt
EOY$186,559EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$184,346BOYAmt
EOY$186,559EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,098BOYAmt
EOY$7,299EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$180,248BOYAmt
EOY$179,260EOYAmt
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
2017 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,017 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$25,453
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$10,109
POST-SECONDARY SCHOLARSHIP AWARDS$0$9,600
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$1,000$21,742
INTERNATIONAL PROJECTS$2,100$2,455
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS$0$11,736
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$7,414
FieldValueIRS element (for citing)
Total Program Service Expenses$88,509TotalProgramServiceExpensesAmt
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-NOMINEE5.00$0$0$0
MICHAEL STROMSOE
PAST-PRESIDENT5.00$0$0$0
LARRY KING
INTERNATIONAL SERVICE5.00$0$0$0
CRAIG CARPER
FOUNDATION DIRECTOR5.00$0$0$0
VICKIE ASHMORE
PRESIDENT10.00$0$0$0
JANN GENTRY
PRESIDENT-ELECT10.00$0$0$0
LINDA DOZIER
SECRETARY10.00$0$0$0
MICHAEL SHIRLEY
MEMBERSHIP DIRECTOR5.00$0$0$0
JILL COBB
YOUTH SERVICE5.00$0$0$0
BOB BODEMER
ADMINISTRATION DIRECTOR10.00$0$0$0
DENNIS MCCARBERY
VOCATIONAL SERVICE5.00$0$0$0
JIM YANOSCHIK
COMMUNITY SERVICE5.00$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$84,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,005CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,654CurrentTaxYearMinus1YearAmt
Current Tax Year$95,594CurrentTaxYearAmt
Total$480,598TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,005CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,654CurrentTaxYearMinus1YearAmt
Current Tax Year$95,594CurrentTaxYearAmt
Total$480,598TotalAmt

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$480,598PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,233CurrentTaxYearMinus1YearAmt
Current Tax Year$1,467CurrentTaxYearAmt
Total$7,625TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,233CurrentTaxYearMinus1YearAmt
Current Tax Year$1,467CurrentTaxYearAmt
Total$7,625TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,658CurrentTaxYearMinus1YearAmt
Current Tax Year$30,215CurrentTaxYearAmt
Total$119,575TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138,545CurrentTaxYearMinus1YearAmt
Current Tax Year$127,276CurrentTaxYearAmt
Total$607,798TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.79070PublicSupportCY509Pct
Public Support PY5090.80910PublicSupportPY509Pct
Investment Income CY0.01250InvestmentIncomeCYPct
Investment Income PY0.01190InvestmentIncomePYPct
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$90,111GrossReceiptsEvent1Amt
Charitable Contri Event1$59,896CharitableContriEvent1Amt
Gross Revenue Event1$30,215GrossRevenueEvent1Amt
Rent Facility Costs Event1$16,756RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,681FoodAndBeverageEvent1Amt
Entertainment Event1$1,175EntertainmentEvent1Amt
Other Direct Expenses Event1$10,266OtherDirectExpensesEvent1Amt
Gross Receipts Total$90,111GrossReceiptsTotalAmt
Charitable Contributions Tot$59,896CharitableContributionsTotAmt
Gross Revenue Total Events$30,215GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$16,756RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,681FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,175EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$10,266OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,878DirectExpenseSummaryEventsAmt
Net Income Summary-$6,663NetIncomeSummaryAmt

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: 977. DESCRIPTION: DIVIDENDS FROM MUTUAL FUND INVESTMENT. AMOUNT: 490. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,467.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 88,509. DESCRIPTION: BANK CHARGES. AMOUNT: 1,627. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 1,250. TOTAL TO FORM 990-EZ, LINE 16: 91,386.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 298. END OF YEAR AMOUNT: 348. DESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 3,800. END OF YEAR AMOUNT: 6,951.

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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