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Nonprofit · EIN 27-2022397

ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION

Tax-exempt · MENIFEE, CA 92586

Financials

$39K$17K2022$57K$22K2023$37K$25K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$36,521$24,855$11,666$115,325–$115,325
June 30, 2024990-EZ$56,876$22,379$34,497$103,659–$103,659
June 30, 2023990-EZ$39,383$16,846$22,537$69,162–$69,162
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,603
Net income from fundraising events
$34,918

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$24,855
Program services (functional)
$24,855

Balance sheet and other

Total assets, start of year
$103,659
Total assets, end of year
$115,325
Total liabilities, end of year
–
Net assets, end of year
$115,325
Cash, savings and investments
$103,204
Gross receipts
$62,704

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.

NameTitleHours / weekCompensation
KRISTINA MILLSPast APresident5$0
LINDA DENVERSecretary5$0
KAREN NOLANVice President5$0
DARCI CASTILLEJOSTreasurer15$0
GEORGE MILLSPast President5$0
JENNIFER ROOTPublic Relation5$0
KATIE BETH LUNATreasurer-Elect15$0
DAWN SMITHFndation Chair5$0
VICKI CARPENTERPres Nominee5$0
STACY BUCHANAN HARTFIELPresident15$0
990-EZ for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
KRISTINA MILLSPast APresident15$0
KAREN NOLANSecretary5$0
DARCI CASTILLEJOSTreasurer5$0
GEORGE MILLSPresident5$0
JENNIFER ROOTPublic Relation5$0
DEBBI MANIONClub Serv Chair5$0
DAWN SMITHFndation Chair5$0
VICKI CARPENTERMembership Chr5$0
STACY BUCHANAN HARTFIELPres Elect5$0
990-EZ for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
KRISTINA MILLSPresident15$0
DARCY KUENZIPast President5$0
KAREN NOLANSecretary5$0
DARCI CASTILLEJOSTreasurer5$0
GEORGE MILLSPresident Elect5$0
JENNIFER ROOTPublic Relation5$0
DEBBI MANIONPres Nominee5$0
DAWN SMITHFndation Chair5$0
VICKI CARPENTERMembership Chr5$0
STACY BUCHANAN HARTFIELDirector5$0

Address and contacts

Address (IRS master file)
PO BOX 57, MENIFEE, CA 92586-0057
In care of
% DAWN L PRATHERSMITH
Mailing address (990-N for 2021)
PO Box 57, Menifee CA 92586
Principal officer (990-N for 2021)
Vicki Carpenter, 29466 Warmsprings Rd, Menifee CA 92584
Signed the 990-EZ
DARCI CASTILLEJOS, Treasurer
Return prepared by
Vollmer and Associates CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 27-2022397 or by the name ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO FUND AND PROMOTE HUMANITARIAN SERVICE PROGRAMS

990-EZ for the year ended June 30, 2025

Program accomplishments

  • PROVIDE ASSISTANCE TO VARIOUS COMMUNITY NONPROFIT ORGANIZATIONS AND SCHOOLS
    Expenses $13,638
  • PROVIDED INCENTIVE AWARDS TO ELEMENTARY STUDENTS AND TEACHERS
    Expenses $4,200
  • PROVIDE FUNDING FOR YOUTH LEADERSHIP PROGRAMS
    Expenses $7,017

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
27-2022397
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
2011
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$115,325
Income (IRS master file)
$62,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$36,521$24,855$115,325IRS
990-EZJune 2024$56,876$22,379$103,659IRS
990-EZJune 2023$39,383$16,846$69,162XML
990-N for 2021
Officer: Vicki Carpenter
June 30, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Vicki Carpenter
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Dawn Smith
June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Debbi Manion
June 30, 2019≤ $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 27-2022397).

Questions about ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION

What is the EIN of ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION?
The employer identification number (EIN) of ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION is 27-2022397.
Is ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION 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 ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION 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 ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION 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 ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION?
The 990-N for 2021 names Vicki Carpenter.
Who are the officers and directors of ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF MENIFEE CAIFORNIA FOUNDATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $36,521, expenses of $24,855 and total assets of $115,325 at year end.

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