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MURRIETA ROTARY FOUNDATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MURRIETA ROTARY FOUNDATION (EIN 33-0835459)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202631349349200148
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-14T07:10:26-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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)
PersonLOUELLEN FICKEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9516766555PhoneNum
Signature2026-05-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMURRIETAROTARYCLUB.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$152,080GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$128,192ContributionsGiftsGrantsEtcAmt
Program Service Revenue$10,433ProgramServiceRevenueAmt
Investment Income$13,455InvestmentIncomeAmt
Total Revenue$152,080TotalRevenueAmt
Other Expenses Total$157,081OtherExpensesTotalAmt
Total Expenses$157,081TotalExpensesAmt
Excess Or Deficit For Year-$5,001ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$206,411NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$201,410NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$235,818BOYAmt
EOY$242,033EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$235,818BOYAmt
EOY$242,033EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,407BOYAmt
EOY$40,623EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$206,411BOYAmt
EOY$201,410EOYAmt
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 (8 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FIELD OF HONOR COMMUNITY SERVICE PROJECT--ONE WEEK FLAG DISPLAY OF 2,024 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$68,675
POST-SECONDARY SCHOLARSHIP AWARDS.$0$14,000
MVUSD TEACHER GRANTS$0$12,092
MISCELLANEOUS COMMUNITY SERVICE PROJECTS$4,609$26,116
THE CLUB HAS PARTNERED WITH ROTARY IN LA PAZ, MEXICO, TO COLLABORATE ON MUTUALLY BENEFICIAL PROJECTS AND CULTURAL ENLIGHTENMENT IN THE SOUTHERN BAJA REGION.$0$11,000
LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS.$0$10,731
MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS.$0$9,941
MURRIETA THROUGH TIME--FINAL DESIGN, FABRICATION AND INSTALLATION OF AREA HISTORY DISPLAY IN MURRIETA TOWN SQUARE PARK.$0$1,895
FieldValueIRS element (for citing)
Total Program Service Expenses$154,450TotalProgramServiceExpensesAmt
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
HASKINS ROB
DIRECTOR5.00$0$0$0
BARONE LAURA
PUBLIC RELATIONS CHAIR5.00$0$0$0
WALTERS MARY
VOCATIONAL SERVICE CHAIR5.00$0$0$0
GRIMES TOM T
MEMBERSHIP CHAIR5.00$0$0$0
HARTMANN JEANNETTE A
YOUTH SERVICES CHAIR5.00$0$0$0
LAYTON DAWN M
CLUB SERVICE CHAIR10.00$0$0$0
ONTIVEROS GRACE
COMMUNITY SERVICE CHAIR5.00$0$0$0
TATE DOREEN E
INTERNATIONAL SERVICE CHAI5.00$0$0$0
YANOSCHIK JIM
PRESIDENT10.00$0$0$0
EFFINGER KIRK
PRESIDENT ELECT10.00$0$0$0
ORR PATSY
SECRETARY10.00$0$0$0
FICKE LOU ELLEN
TREASURER10.00$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 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$94,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,120CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,851CurrentTaxYearMinus1YearAmt
Current Tax Year$138,625CurrentTaxYearAmt
Total$623,667TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,120CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,851CurrentTaxYearMinus1YearAmt
Current Tax Year$138,625CurrentTaxYearAmt
Total$623,667TotalAmt

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$623,667PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,599CurrentTaxYearMinus1YearAmt
Current Tax Year$13,455CurrentTaxYearAmt
Total$46,572TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,599CurrentTaxYearMinus1YearAmt
Current Tax Year$13,455CurrentTaxYearAmt
Total$46,572TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,638CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$157,450CurrentTaxYearMinus1YearAmt
Current Tax Year$152,080CurrentTaxYearAmt
Total$670,239TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93050PublicSupportCY509Pct
Public Support PY5090.89050PublicSupportPY509Pct
Investment Income CY0.06950InvestmentIncomeCYPct
Investment Income PY0.05110InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 3,343. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 10,112. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 13,455.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: PROGRAM SERVICE EXPENSES-DETAILED IN FORM 990-EZ, PART III. AMOUNT: 154,450. DESCRIPTION: BANK CHARGES. AMOUNT: 864. DESCRIPTION: LEADERSHIP TRAINING (PETS). AMOUNT: 1,134. DESCRIPTION: OTHER MISC EXP. AMOUNT: 633. TOTAL TO FORM 990-EZ, LINE 16: 157,081.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: UNREALIZED GAIN ON MUTUAL FUND INVESTMENT. BEG. OF YEAR AMOUNT: 28,976. END OF YEAR AMOUNT: 40,214. DESCRIPTION: RI FOUNDATION - TRF/POLIO. BEG. OF YEAR AMOUNT: 431. END OF YEAR AMOUNT: 409.

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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