Nonprofit · EIN 46-4531815
MISSION VIEJO ROTARY FOUNDATION
Tax-exempt · MISSION VIEJO, CA 92691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $50,986 | $7,219 | $43,767 | $245,269 | – | $245,269 |
| June 30, 2024 | 990-EZ | $23,528 | $15,456 | $8,072 | $201,502 | – | $201,502 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $44,433
- Investment income
- $7,345
- Net gain from sales of assets
- -$792
Expenses
- Grants and similar amounts paid
- $6,774
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $420
- Other expenses
- $25
- Program services (functional)
- $6,774
Balance sheet and other
- Total assets, start of year
- $201,502
- Total assets, end of year
- $245,269
- Total liabilities, end of year
- –
- Net assets, end of year
- $245,269
- Cash, savings and investments
- $245,269
- Gross receipts
- $141,311
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 |
|---|---|---|---|
| SCOTT WALKER | President | 0 | $0 |
| STEVE R GETMAN | Secretary | 0 | $0 |
| DONALD LEWELLEN | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT WALKER | President | 0 | $0 |
| HEIDI LARKIN-REED | Secretary | 0 | $0 |
| DONALD LEWELLEN | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 27201 PUERTA REAL STE 465, MISSION VIEJO, CA 92691-4338
- In care of
- % SCOTT WALKER
- Signed the 990-EZ
- SCOTT WALKER, President
- Phone
- (949) 367-1961
- Return prepared by
- Elaine A McCarthy CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 46-4531815 or by the name MISSION VIEJO 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
ENGAGING IN ACTIVITIES SUPPORTING CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES
Program accomplishments
- CONTRIBUTIONSExpenses $6,774
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
- 46-4531815
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $245,269
- Income (IRS master file)
- $141,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $50,986 | $7,219 | $245,269 | IRS |
| 990-EZ | June 2024 | $23,528 | $15,456 | $201,502 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 46-4531815).
Questions about MISSION VIEJO ROTARY FOUNDATION
- What is the EIN of MISSION VIEJO ROTARY FOUNDATION?
- The employer identification number (EIN) of MISSION VIEJO ROTARY FOUNDATION is 46-4531815.
- Is MISSION VIEJO ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MISSION VIEJO ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSION VIEJO 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 MISSION VIEJO 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 MISSION VIEJO 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 MISSION VIEJO ROTARY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MISSION VIEJO ROTARY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $50,986, expenses of $7,219 and total assets of $245,269 at year end.
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