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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-12
IRS object ID
201541329349201059
Schema version
2013v4.0
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)
Return2015-05-12T09:50:21-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330835459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MURRIETA ROTARY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMURRBusinessNameControlTxt
Phone9516766555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125060 HANCOCK AVENUE 103-365AddressLine1
CityMURRIETACity
StateCAState
ZIP Code92562ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETE PALMERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9516766555PhoneNum
Signature2015-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$96,461GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$47,391ContributionsGiftsGrantsEtcAmt
Program Service Revenue$37,439ProgramServiceRevenueAmt
Investment Income$806InvestmentIncomeAmt
Fundraising Gross Income$10,825FundraisingGrossIncomeAmt
Special Events Direct Expenses$17,184SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$6,359SpecialEventsNetIncomeLossAmt
Total Revenue$79,277TotalRevenueAmt
Other Expenses Total$65,438OtherExpensesTotalAmt
Total Expenses$65,438TotalExpensesAmt
Excess Or Deficit For Year$13,839ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$107,168NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$121,007NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$110,842BOYAmt
EOY$121,423EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,842BOYAmt
EOY$121,423EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,674BOYAmt
EOY$416EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$107,168BOYAmt
EOY$121,007EOYAmt
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
2013 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,013 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 SPONSORS INCLUDED IN PROGRAM SERVICE REVENUE ON FORM 990, PAGE 1.$0$23,200
SCHOLARSHIPS TO MURRIETA VALLEY UNIFIED SCHOOL DISTRICT HS SENIORS$0$5,500
GRANTS TO MVUSD FOR CLASS ROOM MATERIALS AND SUPPLIES - READ 180$0$5,000
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$1,800$6,826
INTERNATIONAL PROJECTS$2,800$5,825
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS$0$13,004
ROTARY INTERNATIONAL FOUNDATION SUPPORT$0$3,804
FieldValueIRS element (for citing)
Total Program Service Expenses$63,159TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CRAIG CARPER
PRESIDENT-ELECT10.00$0$0$0
PATSY ORR
PRESIDENT10.00$0$0$0
GEORGE STEELE
SECRETARY5.00$0$0$0
PETE PALMER
TREASURER5.00$0$0$0
DR JIM YANOSCHIK
FOUNDATION DIRECTOR5.00$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 ORGANIZATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line125060 HANCOCK AVENUE 103-365AddressLine1
CityMURRIETACity
StateCAState
ZIP Code92562ZIPCode
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$97,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,067CurrentTaxYearMinus1YearAmt
Current Tax Year$84,830CurrentTaxYearAmt
Total$449,592TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,067CurrentTaxYearMinus1YearAmt
Current Tax Year$84,830CurrentTaxYearAmt
Total$449,592TotalAmt

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$449,592PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$808CurrentTaxYearMinus1YearAmt
Current Tax Year$806CurrentTaxYearAmt
Total$2,021TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$118CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$808CurrentTaxYearMinus1YearAmt
Current Tax Year$806CurrentTaxYearAmt
Total$2,021TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,548CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,448CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,524CurrentTaxYearMinus1YearAmt
Current Tax Year$10,825CurrentTaxYearAmt
Total$54,169TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$102,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$113,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,399CurrentTaxYearMinus1YearAmt
Current Tax Year$96,461CurrentTaxYearAmt
Total$505,782TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88890PublicSupportCY509Pct
Public Support PY5090.87720PublicSupportPY509Pct
Investment Income CY0.00400InvestmentIncomeCYPct
Investment Income PY0.00300InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1SPRING FLING DINNER EVENTNameOfEvent1Amt
Gross Receipts Event1$45,232GrossReceiptsEvent1Amt
Charitable Contri Event1$34,407CharitableContriEvent1Amt
Gross Revenue Event1$10,825GrossRevenueEvent1Amt
Cash Prizes Event1$500CashPrizesEvent1Amt
Non Cash Prizes Event1$3,628NonCashPrizesEvent1Amt
Rent Facility Costs Event1$500RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,825FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,731OtherDirectExpensesEvent1Amt
Gross Receipts Total$45,232GrossReceiptsTotalAmt
Charitable Contributions Tot$34,407CharitableContributionsTotAmt
Gross Revenue Total Events$10,825GrossRevenueTotalEventsAmt
Cash Prizes Total Events$500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$3,628NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,825FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,731OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,184DirectExpenseSummaryEventsAmt
Net Income Summary-$6,359NetIncomeSummaryAmt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ORGANIZATION TREASURERBusinessNameLine1

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line140485-D MURRIETA HOT SPRINGS RD 334AddressLine1
CityMURRIETACity
StateCAState
ZIP Code92563ZIPCode

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: 806.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 63,159. DESCRIPTION: BANK CHARGES. AMOUNT: 369. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 780. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,130. TOTAL TO FORM 990-EZ, LINE 16: 65,438.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 3,674. END OF YEAR AMOUNT: 416.

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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