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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-11
IRS object ID
201701319349203305
Schema version
2015v3.0
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)
Return2017-05-11T16:31:53-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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)
PersonMICHAEL STROMSOEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9516766555PhoneNum
Signature2017-05-10SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$121,564GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,562ContributionsGiftsGrantsEtcAmt
Program Service Revenue$27,953ProgramServiceRevenueAmt
Investment Income$1,671InvestmentIncomeAmt
Fundraising Gross Income$25,378FundraisingGrossIncomeAmt
Special Events Direct Expenses$28,160SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$2,782SpecialEventsNetIncomeLossAmt
Total Revenue$93,404TotalRevenueAmt
Other Expenses Total$77,190OtherExpensesTotalAmt
Total Expenses$77,190TotalExpensesAmt
Excess Or Deficit For Year$16,214ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$150,711NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$166,925NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$148,835BOYAmt
EOY$166,955EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,876BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$150,711BOYAmt
EOY$166,955EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$30EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$150,711BOYAmt
EOY$166,925EOYAmt
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
2015 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,015 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$23,153
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS$0$8,996
GRANTS TO MVUSD FOR CLASS ROOM MATERIALS AND SUPPLIES--READ 180$0$5,169
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$1,000$10,015
INTERNATIONAL PROJECTS$0$5,469
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS, INCLUDING MILITARY FAMILY SUPPORT$0$19,250
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$3,465
FieldValueIRS element (for citing)
Total Program Service Expenses$75,517TotalProgramServiceExpensesAmt
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
CRAIG CARPER
PAST-PRESIDENT5.00$0$0$0
AL VOLLBRECHT
PRESIDENT10.00$0$0$0
GEORGE STEELE
INTERNATIONAL SERVICE5.00$0$0$0
PATSY ORR
FOUNDATION DIRECTOR5.00$0$0$0
MICHAEL STROMSOE
PRESIDENT-ELECT10.00$0$0$0
VICKIE ASHMORE
PRESIDENT-NOMINEE10.00$0$0$0
FRANK DONAHOE
SECRETARY10.00$0$0$0
MICHAEL SHIRLEY
MEMBERSHIP DIRECTOR5.00$0$0$0
JILL HARDY
YOUTH SERVICE5.00$0$0$0
LOU ELLEN FICKE
ADMINISTRATION DIRECTOR10.00$0$0$0
ROXANNE SCHLEUNIGER
VOCATIONAL SERVICE5.00$0$0$0
ANNE YOUNG
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 RptYes (1)ChgMadeToOrgnzngDocNotRptInd
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$72,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,005CurrentTaxYearMinus1YearAmt
Current Tax Year$94,515CurrentTaxYearAmt
Total$438,379TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,005CurrentTaxYearMinus1YearAmt
Current Tax Year$94,515CurrentTaxYearAmt
Total$438,379TotalAmt

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$438,379PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,448CurrentTaxYearMinus1YearAmt
Current Tax Year$1,671CurrentTaxYearAmt
Total$4,941TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,448CurrentTaxYearMinus1YearAmt
Current Tax Year$1,671CurrentTaxYearAmt
Total$4,941TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,499CurrentTaxYearMinus1YearAmt
Current Tax Year$25,378CurrentTaxYearAmt
Total$92,050TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,952CurrentTaxYearMinus1YearAmt
Current Tax Year$121,564CurrentTaxYearAmt
Total$535,370TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81880PublicSupportCY509Pct
Investment Income CY0.00920InvestmentIncomeCYPct
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$85,392GrossReceiptsEvent1Amt
Charitable Contri Event1$60,014CharitableContriEvent1Amt
Gross Revenue Event1$25,378GrossRevenueEvent1Amt
Rent Facility Costs Event1$16,463RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,514FoodAndBeverageEvent1Amt
Entertainment Event1$400EntertainmentEvent1Amt
Other Direct Expenses Event1$2,783OtherDirectExpensesEvent1Amt
Gross Receipts Total$85,392GrossReceiptsTotalAmt
Charitable Contributions Tot$60,014CharitableContributionsTotAmt
Gross Revenue Total Events$25,378GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$16,463RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,514FoodAndBeverageTotalEventsAmt
Entertainment Total Events$400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,783OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,160DirectExpenseSummaryEventsAmt
Net Income Summary-$2,782NetIncomeSummaryAmt

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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST FROM CASH INVESTMENTS. AMOUNT: 1,671.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 75,517. DESCRIPTION: BANK CHARGES. AMOUNT: 410. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 611. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 652. TOTAL TO FORM 990-EZ, LINE 16: 77,190.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PREPAID EXPENSES FOH. BEG. OF YEAR AMOUNT: 1,761. END OF YEAR AMOUNT: 0. DESCRIPTION: MISCELLANEOUS RECEIVABLES. BEG. OF YEAR AMOUNT: 115. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 30.
FORM 990-EZ, PART V, LINE 34 EXPLANATION:THE ORGANIZATION BY-LAWS WERE UPDATED TO STATE THAT ITS BOARD OF DIRECTORS WILL MIRROR THAT OF THE ROTARY CLUB OF MURRIETA, WHICH DIRECTORS ARE ELECTED ANNUALLY BY THE MEMBERS.

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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