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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201821359349203562
Schema version
2016v3.0
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)
Return2018-05-15T12:05:20-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

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)
PersonVICKIE ASHMOREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9516766555PhoneNum
Signature2018-05-13SignatureDt
FieldValueIRS element (for citing)
Tax2016TaxYr
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 AddressMURRIETAROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$138,545GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$84,216ContributionsGiftsGrantsEtcAmt
Program Service Revenue$24,438ProgramServiceRevenueAmt
Investment Income$2,233InvestmentIncomeAmt
Fundraising Gross Income$27,658FundraisingGrossIncomeAmt
Special Events Direct Expenses$32,233SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$4,575SpecialEventsNetIncomeLossAmt
Total Revenue$106,312TotalRevenueAmt
Other Expenses Total$92,989OtherExpensesTotalAmt
Total Expenses$92,989TotalExpensesAmt
Excess Or Deficit For Year$13,323ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$166,925NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$180,248NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$166,955BOYAmt
EOY$184,346EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$166,955BOYAmt
EOY$184,346EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30BOYAmt
EOY$4,098EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$166,925BOYAmt
EOY$180,248EOYAmt
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
2016 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,016 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$30,708
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$13,369
POST-SECONDARY SCHOLARSHIP AWARDS$0$5,500
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$900$18,225
INTERNATIONAL PROJECTS$4,448$7,748
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS, INCLUDING MILITARY FAMILY SUPPORT$0$12,055
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$3,542
FieldValueIRS element (for citing)
Total Program Service Expenses$91,147TotalProgramServiceExpensesAmt
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
AL VOLLBRECHT
PAST-PRESIDENT5.00$0$0$0
MICHAEL STROMSOE
PRESIDENT10.00$0$0$0
LARRY KING
INTERNATIONAL SERVICE5.00$0$0$0
ANNE YOUNG
FOUNDATION DIRECTOR5.00$0$0$0
VICKIE ASHMORE
PRESIDENT-ELECT10.00$0$0$0
JANN GENTRY
PRESIDENT-NOMINEE10.00$0$0$0
FRANK DONAHOE
SECRETARY10.00$0$0$0
MICHAEL SHIRLEY
MEMBERSHIP DIRECTOR5.00$0$0$0
WARREN STEPHENSON
YOUTH SERVICE5.00$0$0$0
PAUL EVENSON
ADMINISTRATION DIRECTOR10.00$0$0$0
JODY LAWLOR
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$89,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,005CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,515CurrentTaxYearMinus1YearAmt
Current Tax Year$108,654CurrentTaxYearAmt
Total$474,071TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,830CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,005CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,515CurrentTaxYearMinus1YearAmt
Current Tax Year$108,654CurrentTaxYearAmt
Total$474,071TotalAmt

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$474,071PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,448CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,671CurrentTaxYearMinus1YearAmt
Current Tax Year$2,233CurrentTaxYearAmt
Total$6,966TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,448CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,671CurrentTaxYearMinus1YearAmt
Current Tax Year$2,233CurrentTaxYearAmt
Total$6,966TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,524CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,378CurrentTaxYearMinus1YearAmt
Current Tax Year$27,658CurrentTaxYearAmt
Total$104,884TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,564CurrentTaxYearMinus1YearAmt
Current Tax Year$138,545CurrentTaxYearAmt
Total$585,921TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80910PublicSupportCY509Pct
Public Support PY5090.81880PublicSupportPY509Pct
Investment Income CY0.01190InvestmentIncomeCYPct
Investment Income PY0.00920InvestmentIncomePYPct
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$97,956GrossReceiptsEvent1Amt
Charitable Contri Event1$70,298CharitableContriEvent1Amt
Gross Revenue Event1$27,658GrossRevenueEvent1Amt
Rent Facility Costs Event1$17,539RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,919FoodAndBeverageEvent1Amt
Entertainment Event1$1,200EntertainmentEvent1Amt
Other Direct Expenses Event1$4,575OtherDirectExpensesEvent1Amt
Gross Receipts Total$97,956GrossReceiptsTotalAmt
Charitable Contributions Tot$70,298CharitableContributionsTotAmt
Gross Revenue Total Events$27,658GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$17,539RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,919FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,575OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$32,233DirectExpenseSummaryEventsAmt
Net Income Summary-$4,575NetIncomeSummaryAmt

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: 506. DESCRIPTION: DIVIDENDS FROM MUTUAL FUND INVESTMENT. AMOUNT: 1,727. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,233.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 91,147. DESCRIPTION: BANK CHARGES. AMOUNT: 867. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 975. TOTAL TO FORM 990-EZ, LINE 16: 92,989.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 30. END OF YEAR AMOUNT: 298. DESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,800.

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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