Nonprofit · EIN 33-0835459
MURRIETA ROTARY FOUNDATION
Tax-exempt · MURRIETA, CA 92562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $152,080 | $157,081 | -$5,001 | $242,033 | $40,623 | $201,410 |
| June 30, 2024 | 990-EZ | $157,450 | $181,783 | -$24,333 | $235,818 | $29,407 | $206,411 |
| June 30, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HASKINS ROB | DIRECTOR | 5 | $0 |
| BARONE LAURA | PUBLIC RELATIONS CHAIR | 5 | $0 |
| WALTERS MARY | VOCATIONAL SERVICE CHAIR | 5 | $0 |
| GRIMES TOM T | MEMBERSHIP CHAIR | 5 | $0 |
| HARTMANN JEANNETTE A | YOUTH SERVICES CHAIR | 5 | $0 |
| LAYTON DAWN M | CLUB SERVICE CHAIR | 10 | $0 |
| ONTIVEROS GRACE | COMMUNITY SERVICE CHAIR | 5 | $0 |
| TATE DOREEN E | INTERNATIONAL SERVICE CHAI | 5 | $0 |
| YANOSCHIK JIM | PRESIDENT | 10 | $0 |
| EFFINGER KIRK | PRESIDENT ELECT | 10 | $0 |
| ORR PATSY | SECRETARY | 10 | $0 |
| FICKE LOU ELLEN | TREASURER | 10 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN JOHN | DIRECTOR | 5 | $0 |
| DOZIER LINDA GAIL | PUBLIC RELATIONS CHAIR | 5 | $0 |
| LUNN LINDA | VOCATIONAL SERVICE CHAIR | 5 | $0 |
| GRIMES TOM T | MEMBERSHIP CHAIR | 5 | $0 |
| HARTMANN JEANNETTE A | YOUTH SERVICES CHAIR | 5 | $0 |
| LAYTON DAWN M | CLUB SERVICE CHAIR | 10 | $0 |
| ONTIVEROS GRACE | COMMUNITY SERVICE CHAIR | 5 | $0 |
| TATE DOREEN E | INTERNATIONAL SERVICE CHAIR | 5 | $0 |
| HASKINS ROB | PRESIDENT | 10 | $0 |
| YANOSCHIK JIM | PRESIDENT ELECT | 10 | $0 |
| ORR PATSY | SECRETARY | 10 | $0 |
| FICKE LOU ELLEN | TREASURER | 10 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BROWN | PRESIDENT | 10 | $0 |
| ROB HASKINS | PRESIDENT-ELECT | 10 | $0 |
| JODY LAWLOR | COMMUNITY SERVICE DIRECTOR | 5 | $0 |
| LOUELLEN FICKE | TREASURER | 10 | $0 |
| DAWN LAYTON | CLUB SERVICE (ADMIN) | 10 | $0 |
| PATSY ORR | SECRETARY | 10 | $0 |
| SAOMORN WONG | FOUNDATION DIRECTOR | 5 | $0 |
| JAN LUNDAY | INTNL. SERVICE DIRECTOR | 5 | $0 |
| PAUL DISTEFANO | YOUTH SERVICE CO-DIRECTOR | 5 | $0 |
| LIZ JONES | YOUTH SERVICE CO-DIRECTOR | 5 | $0 |
| JIM YANOSCHIK | VOCATIONAL SERVICE DIRECTOR | 5 | $0 |
| MIKE SHIRLEY | MEMBERSHIP CHAIR | 5 | $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
- Website
- MURRIETAROTARYCLUB.ORG
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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ORG. FORMED TO RAISE FUNDS TO SUPPORT CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERACY AND EDUC. ORGANIZATIONS WHICH QUALIFY AS EXEMPT UNDER SEC 501(C)(3)
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 GRANTSExpenses $12,092
- MISCELLANEOUS COMMUNITY SERVICE PROJECTSExpenses $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 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
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $242,033
- Income (IRS master file)
- $152,080
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $152,080 | $157,081 | $242,033 | IRS |
| 990-EZ | June 2024 | $157,450 | $181,783 | $235,818 | IRS |
| 990-EZ | June 2023 | $121,638 | $137,107 | $247,950 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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.
Other nonprofits in MURRIETA
- MARY PICKFORD PRIVATE FOUNDATION EIN 81-1171385 · last filed 990-PF for 2025
- PEACEFIELD INTERNATIONAL INC EIN 20-2014422 · last filed 990-PF for 2025
- HEATHER JANIKOWSKI FOUNDATION EIN 88-3060162 · last filed 990-EZ for 2025
- RITA AND ALFRED DANN FOUNDATION EIN 65-1075269 · last filed 990-PF for 2024
- MICHAEL AND EILEEN CONSIDINE FOUNDATION EIN 95-4570100 · last filed 990-PF for 2025
- POTTERY FOR THE PUPS EIN 87-2384695 · last filed 990-N for 2025
- DANIEL LEE STEPHENSON FAMILY FOUNDATION EIN 91-2157035 · last filed 990-PF for 2025
- INTERNATIONAL HOPE FOUNDATION EIN 87-1970471 · last filed 990-N for 2025
All nonprofits in MURRIETA · California · Philanthropy, voluntarism and grantmaking foundations