Nonprofit · EIN 27-0549130
BREA ROTARY CHARITABLE FUND
Tax-exempt · BREA, CA 92822
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $38,621 | $27,711 | $10,910 | $90,457 | $339 | $90,118 |
| June 30, 2024 | 990-EZ | $77,985 | $58,998 | $18,987 | $79,208 | – | $79,208 |
| June 30, 2023 | 990-EZ | $17,425 | $19,489 | -$2,064 | $60,221 | – | $60,221 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $44,667
- Investment income
- $106
- Net income from fundraising events
- -$6,152
Expenses
- Grants and similar amounts paid
- $27,550
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $161
- Program services (functional)
- $27,711
Balance sheet and other
- Total assets, start of year
- $79,208
- Total assets, end of year
- $90,457
- Total liabilities, end of year
- $339
- Net assets, end of year
- $90,118
- Cash, savings and investments
- $71,902
- Gross receipts
- $87,362
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE FLANDERS | TREASURER | 2 | $0 |
| PATTY RODRIGUEZ | SECRETARY | 2 | $0 |
| JONATHAN EKNO | COMMUNITY SE | 2 | $0 |
| BRETT MURDOCK | PRESIDENT | 2 | $0 |
| CRAIG LIVINGSTON | CLUB FOUNDAT | 2 | $0 |
| COREY SIEGEL | VOCATIONAL S | 2 | $0 |
| YVONNE YEN | INTL SVC CHA | 2 | $0 |
| TAMMY TOUSIGNANT | FUNDRAISING | 2 | $0 |
| DARRYL JONES | YOUTH SERVIC | 2 | $0 |
| AMBER SHROSBREE | MEMBERSHIP | 2 | $0 |
| DEBBIE MEDINA | CLUB SERVICE | 2 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE FLANDERS | TREASURER | 2 | $0 |
| PATTY RODRIGUEZ | SECRETARY | 2 | $0 |
| GLENN M BALCH JR | MEMBERSHIP C | 2 | $0 |
| JONATHAN EKNO | COMMUNITY SE | 2 | $0 |
| SARA BARNES-RAMOS | PRESIDENT | 2 | $0 |
| CRAIG LIVINGSTON | CLUB FOUNDAT | 2 | $0 |
| BRETT M MURDOCK | CLUB SERVICE | 2 | $0 |
| COREY SIEGEL | VOCATIONAL S | 2 | $0 |
| YVONNE YEN | INTL SVC CHA | 2 | $0 |
| TAMMY TOUSIGNANT | FUNDRAISING | 2 | $0 |
| DARRYL JONES | YOUTH SERVIC | 2 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE FLANDERS | TREASURER | 2 | $0 |
| PATTY RODRIGUEZ | SECRETARY | 2 | $0 |
| GLENN M BALCH JR | MEMBERSHIP C | 2 | $0 |
| JONATHAN EKNO | COMMUNITY SE | 2 | $0 |
| SARA BARNES-RAMOS | PRESIDENT | 2 | $0 |
| JOSEPH COVEY | PAST PRESIDE | 2 | $0 |
| CRAIG LIVINGSTON | CLUB FOUNDAT | 2 | $0 |
| BRETT M MURDOCK | CLUB SERVICE | 2 | $0 |
| COREY SIEGEL | VOCATIONAL S | 2 | $0 |
| YVONNE YEN | INTL SVC CHA | 2 | $0 |
| TAMMY TOUSIGNANT | FUNDRAISING | 2 | $0 |
| DARRYL JONES | YOUTH SERVIC | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 404, BREA, CA 92822-0404
- In care of
- % RANDY MILLER
- Mailing address (990-N for 2011)
- 915 W Imperial Hwy Ste 110, Brea CA 92821
- Principal officer (990-N for 2011)
- Gail Duchetta, 1211 W Imperial Hwy Ste 102, Brea CA 92821
- Signed the 990-EZ
- CARRIE FLANDERS, TREASURER
- Phone
- (714) 990-1040
- Website
- WWW.BREAROTARY.ORG
- Return prepared by
- MILLER GIANGRANDE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0549130 or by the name BREA ROTARY CHARITABLE FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SUPPORT CHARITABLE AND VOULUNTEER EFFORTS FOR THE IMPROVEMENT OF THE HEALTH, EDUCATION, AND WELFARE OF THE BREA COMMUNITY, THE LARGER COMMUNITY, AND THE WORLD.
Program accomplishments
- COMMUNITY SERVICE: TO PROVIDE THE YOUTH AND ELDERLY OF BREA, CA VARIOUS SERVICES AND ACTIVITIES.Expenses $20,436 · grants $20,275
- ROTARY FOUNDATION: TO PROVIDE FUNDS TO THE ROTARY FOUNDATION FOR VARIOUS CHARITABLE ACTIVITIES.Expenses $1,875 · grants $1,875
- SCHOLARSHIPS: TO PROVIDE THE YOUTH OF BREA, CA SCHOLARSHIPS TO PURSUE HIGHER EDUCATION.Expenses $5,400 · grants $5,400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-0549130
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $90,457
- Income (IRS master file)
- $87,362
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $38,621 | $27,711 | $90,457 | XML |
| 990-EZ | June 2024 | $77,985 | $58,998 | $79,208 | XML |
| 990-EZ | June 2023 | $17,425 | $19,489 | $60,221 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Gail Duchetta | June 30, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0549130).
Questions about BREA ROTARY CHARITABLE FUND
- What is the EIN of BREA ROTARY CHARITABLE FUND?
- The employer identification number (EIN) of BREA ROTARY CHARITABLE FUND is 27-0549130.
- Is BREA ROTARY CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BREA ROTARY CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BREA ROTARY CHARITABLE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BREA ROTARY CHARITABLE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BREA ROTARY CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of BREA ROTARY CHARITABLE FUND?
- The 990-N for 2011 names Gail Duchetta.
- Who are the officers and directors of BREA ROTARY CHARITABLE FUND?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does BREA ROTARY CHARITABLE FUND have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $38,621, expenses of $27,711 and total assets of $90,457 at year end.
Other nonprofits in BREA
- DAN AND JENNY COELHO FAMILY EIN 33-0783818 · last filed 990-PF for 2024
- J & A LOVE FOUNDATION EIN 83-2838890 · last filed 990-PF for 2025
- AMIGOS DE LOS NINOS EIN 95-3848922 · last filed 990 for 2025
- 3 LITTLE BIRDS FOUNDATION EIN 33-2513650 · last filed 990-PF for 2024
- JOCSON FAMILY FOUNDATION EIN 46-1582169 · last filed 990-PF for 2024
- VISIONARY DREAM FOUNDATION EIN 20-1622533 · last filed 990-PF for 2025
- KIMBERLY PARK FOUNDATION EIN 47-1715497 · last filed 990-PF for 2025
- BREA STRONG EIN 85-0847735 · last filed 990-EZ for 2026
All nonprofits in BREA · California · Philanthropy, voluntarism and grantmaking foundations