MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349204753
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T19:01:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330835459 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRIETA ROTARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MURR | NameControl |
| Phone | 9516766555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40485-D MURRIETA HOT SPRINGS RD NO | AddressLine1 |
| Address Line2 | 334 | AddressLine2 |
| City | MURRIETA | City |
| State | CA | State |
| ZIP Code | 92563 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA THOMAS-MCNEELY | Name |
| Title | TREASURER | Title |
| Phone | 9516766555 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | MURRIETAROTARY.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 87994 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 44934 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 28028 | ProgramServiceRevenue |
| Investment Income | 208 | InvestmentIncome |
| Fundraising Gross Income | 14824 | FundraisingGrossIncome |
| Special Events Direct Expenses | 25170 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -10346 | SpecialEventsNetIncomeLoss |
| Total Revenue | 62824 | TotalRevenue |
| Other Expenses Total | 59578 | OtherExpensesTotal |
| Total Expenses | 59578 | TotalExpenses |
| Excess Or Deficit For Year | 3246 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 80787 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 84033 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82294 | BOY |
| EOY | 85754 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82294 | BOY |
| EOY | 85754 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1507 | BOY |
| EOY | 1721 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80787 | BOY |
| EOY | 84033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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) | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (7 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| 2011 FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,011 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 | 16900 |
| SCHOLARSHIPS TO MURRIETA VALLEY UNIFIED SCHOOL DISTRICT HS SENIORS | 0 | 6500 |
| GRANTS TO MVUSD FOR CLASS ROOM MATERIALS AND SUPPLIES | 3000 | 4500 |
| MISCELLANEOUS COMMUNITY SERVICE PROJECTS | 500 | 7239 |
| INTERNATIONAL PROJECTS | 0 | 5000 |
| MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS | 0 | 11899 |
| ROTARY INTERNATIONAL FOUNDATION SUPPORT | 0 | 5476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 57514 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FRANK DONAHOE | ||||||||
| 40485-D MURRIETA HOT SPRINGS RD 334 | MURRIETA | CA | 92563 | PRESIDENT-ELECT | 5.00 | 0 | 0 | 0 |
| JEANNETTE HARTMANN | ||||||||
| 40485-D MURRIETA HOT SPRINGS RD 334 | MURRIETA | CA | 92563 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| GEORGE STEELE | ||||||||
| 40485-D MURRIETA HOT SPRINGS RD 334 | MURRIETA | CA | 92563 | SECRETARY | 5.00 | 0 | 0 | 0 |
| DONNA THOMAS-MCNELLY | ||||||||
| 40485-D MURRIETA HOT SPRINGS RD 334 | MURRIETA | CA | 92563 | TREASURER | 5.00 | 0 | 0 | 0 |
| CRAIG CARPER | ||||||||
| 40485-D MURRIETA HOT SPRINGS RD 334 | MURRIETA | CA | 92563 | FOUNDATION DIRECTOR | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40485-D MURRIETA HOT SPRINGS RD NO | AddressLine1 |
| Address Line2 | 334 | AddressLine2 |
| City | MURRIETA | City |
| State | CA | State |
| ZIP Code | 92563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9516766555 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72962 | CurrentTaxYear |
| Total | 357514 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72962 | CurrentTaxYear |
| Total | 357514 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 357514 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81 | CurrentTaxYearMinus1Year |
| Current Tax Year | 208 | CurrentTaxYear |
| Total | 905 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81 | CurrentTaxYearMinus1Year |
| Current Tax Year | 208 | CurrentTaxYear |
| Total | 905 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11590 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8448 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14824 | CurrentTaxYear |
| Total | 57919 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 113502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87994 | CurrentTaxYear |
| Total | 416338 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85870 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00350 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING FLING DINNER EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 48245 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 35792 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12453 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 800 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 3200 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8448 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7560 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HARLEM AMBASSADORS BASKETBALL GAME | NameOfEvent2 |
| Gross Receipts Event2 | 2371 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2371 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1038 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 3500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 624 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 50616 | GrossReceiptsTotal |
| Charitable Contributions Total | 35792 | CharitableContributionsTotal |
| Gross Revenue Total Events | 14824 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 800 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 4238 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8448 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8184 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25170 | DirectExpenseSummaryEvents |
| Net Income Summary | -10346 | NetIncomeSummary |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION TREASURER | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40485-D MURRIETA HOT SPRINGS RD 334 | AddressLine1 |
| City | MURRIETA | City |
| State | CA | State |
| ZIP Code | 92563 | ZIPCode |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST FROM CASH INVESTMENTS 208.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 52. DESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 57,514. DESCRIPTION: BANK CHARGES. AMOUNT: 397. DESCRIPTION: LEADERSHIP TRAINING. AMOUNT: 1,615. TOTAL TO FORM 990-EZ, LINE 16: 59,578. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: MISCELLANEOUS PAYABLES. BEG. OF YEAR AMOUNT: 1,507. END OF YEAR AMOUNT: 1,721. |
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. | Declaration |
Comments