MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349201243
- Schema version
- 2014v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T09:28:55-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330835459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRIETA ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURR | BusinessNameControlTxt |
| Phone | 9516766555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25060 HANCOCK AVE 103-365 | AddressLine1Txt |
| City | MURRIETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925625959 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE PALMER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9516766555 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | MURRIETAROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $123,952 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $73,294 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $23,711 | ProgramServiceRevenueAmt |
| Investment Income | $1,448 | InvestmentIncomeAmt |
| Fundraising Gross Income | $25,499 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,534 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $2,965 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $101,418 | TotalRevenueAmt |
| Other Expenses Total | $71,714 | OtherExpensesTotalAmt |
| Total Expenses | $71,714 | TotalExpensesAmt |
| Excess Or Deficit For Year | $29,704 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $121,007 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $150,711 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,423 | BOYAmt |
| EOY | $148,835 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,876 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,423 | BOYAmt |
| EOY | $150,711 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,007 | BOYAmt |
| EOY | $150,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ORG. 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 AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| 2014 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,014 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 | $21,700 |
| LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS | $0 | $8,119 |
| GRANTS TO MVUSD FOR CLASS ROOM MATERIALS AND SUPPLIES - READ 180 | $0 | $7,000 |
| MISCELLANEOUS COMMUNITY SERVICE PROJECTS | $1,000 | $4,793 |
| INTERNATIONAL PROJECTS | $6,805 | $10,380 |
| MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS | $0 | $12,760 |
| ROTARY INTERNATIONAL FOUNDATION SUPPORT | $0 | $5,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,383 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CRAIG CARPER | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| AL VOLLBRECHT | ||||
| PRESIDENT-ELECT | 10.00 | $0 | $0 | $0 |
| GEORGE STEELE | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| PETE PALMER | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| MICHAEL STROMSOE | ||||
| FOUNDATION DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25060 HANCOCK AVE 103-365 | AddressLine1Txt |
| City | MURRIETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925625959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9516766555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,005 | CurrentTaxYearAmt |
| Total | $448,837 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,005 | CurrentTaxYearAmt |
| Total | $448,837 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $448,837 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,448 | CurrentTaxYearAmt |
| Total | $3,351 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,448 | CurrentTaxYearAmt |
| Total | $3,351 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,499 | CurrentTaxYearAmt |
| Total | $75,120 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,952 | CurrentTaxYearAmt |
| Total | $527,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PATRIOTS BALL DINNER EVENT | Event1Nm |
| Gross Receipts Event1 | $77,551 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $52,052 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,499 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $500 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,684 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,494 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,856 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $77,551 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $52,052 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,499 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $500 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,684 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,494 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,856 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,534 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,965 | NetIncomeSummaryAmt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION TREASURER | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25060 HANCOCK AVE 103-365 | AddressLine1Txt |
| City | MURRIETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92562 | ZIPCd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST FROM CASH INVESTMENTS. AMOUNT: 1,448. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 70,383. DESCRIPTION: BANK CHARGES. AMOUNT: 292. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 1,039. TOTAL TO FORM 990-EZ, LINE 16: 71,714. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID EXPENSES FOH. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,761. DESCRIPTION: MISCELLANEOUS RECEIVABLES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 115. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 416. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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