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Nonprofit · EIN 33-0835459

MURRIETA ROTARY FOUNDATION

Tax-exempt · MURRIETA, CA 92562

Financials

$122K$137K2022$157K$182K2023$152K$157K2024
Revenue Expenses · by fiscal year end
Financials of MURRIETA ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$152,080$157,081-$5,001$242,033$40,623$201,410
June 30, 2024990-EZ$157,450$181,783-$24,333$235,818$29,407$206,411
June 30, 2023990-EZ$121,638$137,107-$15,469$247,950$17,206$230,744
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$128,192
Program service revenue
$10,433
Investment income
$13,455

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$157,081
Program services (functional)
$154,450

Balance sheet and other

Total assets, start of year
$235,818
Total assets, end of year
$242,033
Total liabilities, end of year
$40,623
Net assets, end of year
$201,410
Cash, savings and investments
$242,033
Gross receipts
$152,080

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
HASKINS ROBDIRECTOR5$0
BARONE LAURAPUBLIC RELATIONS CHAIR5$0
WALTERS MARYVOCATIONAL SERVICE CHAIR5$0
GRIMES TOM TMEMBERSHIP CHAIR5$0
HARTMANN JEANNETTE AYOUTH SERVICES CHAIR5$0
LAYTON DAWN MCLUB SERVICE CHAIR10$0
ONTIVEROS GRACECOMMUNITY SERVICE CHAIR5$0
TATE DOREEN EINTERNATIONAL SERVICE CHAI5$0
YANOSCHIK JIMPRESIDENT10$0
EFFINGER KIRKPRESIDENT ELECT10$0
ORR PATSYSECRETARY10$0
FICKE LOU ELLENTREASURER10$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
BROWN JOHNDIRECTOR5$0
DOZIER LINDA GAILPUBLIC RELATIONS CHAIR5$0
LUNN LINDAVOCATIONAL SERVICE CHAIR5$0
GRIMES TOM TMEMBERSHIP CHAIR5$0
HARTMANN JEANNETTE AYOUTH SERVICES CHAIR5$0
LAYTON DAWN MCLUB SERVICE CHAIR10$0
ONTIVEROS GRACECOMMUNITY SERVICE CHAIR5$0
TATE DOREEN EINTERNATIONAL SERVICE CHAIR5$0
HASKINS ROBPRESIDENT10$0
YANOSCHIK JIMPRESIDENT ELECT10$0
ORR PATSYSECRETARY10$0
FICKE LOU ELLENTREASURER10$0
990-EZ for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
JOHN BROWNPRESIDENT10$0
ROB HASKINSPRESIDENT-ELECT10$0
JODY LAWLORCOMMUNITY SERVICE DIRECTOR5$0
LOUELLEN FICKETREASURER10$0
DAWN LAYTONCLUB SERVICE (ADMIN)10$0
PATSY ORRSECRETARY10$0
SAOMORN WONGFOUNDATION DIRECTOR5$0
JAN LUNDAYINTNL. SERVICE DIRECTOR5$0
PAUL DISTEFANOYOUTH SERVICE CO-DIRECTOR5$0
LIZ JONESYOUTH SERVICE CO-DIRECTOR5$0
JIM YANOSCHIKVOCATIONAL SERVICE DIRECTOR5$0
MIKE SHIRLEYMEMBERSHIP CHAIR5$0

Address and contacts

Address (IRS master file)
25060 HANCOCK AVE STE 103 PMB 365, MURRIETA, CA 92562-5959
In care of
% PETER PALMER
Signed the 990-EZ
LOUELLEN FICKE, TREASURER
Phone
(951) 676-6555

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0835459 or by the name MURRIETA ROTARY FOUNDATION.

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

Mission

ORG. FORMED TO RAISE FUNDS TO SUPPORT CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERACY AND EDUC. ORGANIZATIONS WHICH QUALIFY AS EXEMPT UNDER SEC 501(C)(3)

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $68,675
  • POST-SECONDARY SCHOLARSHIP AWARDS.
    Expenses $14,000
  • MVUSD TEACHER GRANTS
    Expenses $12,092
  • MISCELLANEOUS COMMUNITY SERVICE PROJECTS
    Expenses $26,116 · grants $4,609
  • THE CLUB HAS PARTNERED WITH ROTARY IN LA PAZ, MEXICO, TO COLLABORATE ON MUTUALLY BENEFICIAL PROJECTS AND CULTURAL ENLIGHTENMENT IN THE SOUTHERN BAJA REGION.
    Expenses $11,000
  • LEADERSHIP CAMPS (RYLA,PRYDE) FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS.
    Expenses $10,731
  • MISCELLANEOUS YOUTH AND VOCATIONAL SERVICE PROJECTS.
    Expenses $9,941
  • MURRIETA THROUGH TIME--FINAL DESIGN, FABRICATION AND INSTALLATION OF AREA HISTORY DISPLAY IN MURRIETA TOWN SQUARE PARK.
    Expenses $1,895

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
33-0835459
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$242,033
Income (IRS master file)
$152,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$152,080$157,081$242,033IRS
990-EZJune 2024$157,450$181,783$235,818IRS
990-EZJune 2023$121,638$137,107$247,950XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

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 33-0835459).

Questions about MURRIETA ROTARY FOUNDATION

What is the EIN of MURRIETA ROTARY FOUNDATION?
The employer identification number (EIN) of MURRIETA ROTARY FOUNDATION is 33-0835459.
Is MURRIETA ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to MURRIETA ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MURRIETA ROTARY 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 MURRIETA ROTARY 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 MURRIETA ROTARY 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 are the officers and directors of MURRIETA ROTARY FOUNDATION?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does MURRIETA ROTARY FOUNDATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $152,080, expenses of $157,081 and total assets of $242,033 at year end.

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