IRVINE ROTARY FOUNDATION INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IRVINE ROTARY FOUNDATION INC (EIN 68-0634111)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349205320
- Schema version
- 2024v5.2
- 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 | 2026-05-15T11:19:51-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900990120 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Era CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 Scott St Suite 202 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680634111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVINE ROTARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 9493008912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50066 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92619 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARISH MURTHY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Rutledge CPA | PreparerPersonNm |
| PTIN | P01449498 | PTIN |
| Phone | 6192554630 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | IRVINEROTARY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $72,945 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $72,945 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,413 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$4,413 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $68,532 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $44,122 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,575 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,602 | OtherExpensesTotalAmt |
| Total Expenses | $50,299 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,233 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $76,388 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,621 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,388 | BOYAmt |
| EOY | $94,621 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,388 | BOYAmt |
| EOY | $94,621 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,388 | BOYAmt |
| EOY | $94,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CIVIC ORGANIZATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (5 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| CONTRIBUTIONS MADE TO THE ROTARY FOUNDATION TO SUPPORT EYE AND DENTAL CARE CENTER IN MEXICO FOR POOR PEOPLE. | $19,975 |
| DONATED CHRISTMAS GIFTS AND FUNDS TO MARINE FAMILIES LOCATED AT CAMP PENDLETON | |
| DONATED FUNDS TO RECIPIENTS OF THE ROTARY YOUTH LEADERSHIP AWARDS | $4,251 |
| CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS | $14,544 |
| CONTRIBUTIONS MADE TO SAS SCHOLARSHIPS | $5,351 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SCOTT HANSON | ||
| President Elect | 1.00 | $0 |
| AUDREY ISHIBASHI | ||
| Secretary | 1.00 | $0 |
| Jesus Gamboa | ||
| Vice President | 1.00 | $0 |
| CAECILIA GOTAMA | ||
| President | 1.00 | $0 |
| FELIX TRINH | ||
| Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARISH MURTHY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MECKLENBERG | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9493008912 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $38,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,121 | CurrentTaxYearAmt |
| Total | $190,597 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,121 | CurrentTaxYearAmt |
| Total | $190,597 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $190,597 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,121 | CurrentTaxYearAmt |
| Total | $190,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIKE A THON | Event1Nm |
| Gross Receipts Event1 | $11,995 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,995 | CharitableContriEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $8,348 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,348 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $1,313 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $3,100 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $20,343 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,343 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $1,313 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,413 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,413 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: SERVICES ABOVE SELF AWARD RECIPIENTS | Donee's Address: PO BOX 50066 IRVINE CA 92619 | Cash Amount Given: $5351 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | | Donee's Name: THE ROTARY FOUNDATION | Donee's Address: PO BOX 50066 IRVINE CA 92619 | Cash Amount Given: $23343 |
| Other Expenses.1002 | Office Expenses $343 |
| Other Expenses.1 | MISCELLANEOUS EXPENSE $3049 |
| Other Expenses.2 | POLIO PLUS $1190 |
| Other Expenses.3 | TAX & FILING FEES $20 |
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