Nonprofit · EIN 88-1655445
MONARCH BEACH SUNRISE ROTARY FOUNDATION
Tax-exempt · DANA POINT, CA 92629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $56,709 | $99,841 | -$43,132 | $142,412 | – | $142,412 |
| December 31, 2024 | 990-EZ | $92,793 | $113,892 | -$21,099 | $185,544 | – | $185,544 |
| December 31, 2023 | 990 | $239,854 | $34,031 | $205,823 | $206,643 | $0 | $206,643 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $56,709
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,560
- Other expenses
- $98,281
- Program services (functional)
- $65,515
Balance sheet and other
- Total assets, start of year
- $185,544
- Total assets, end of year
- $142,412
- Total liabilities, end of year
- –
- Net assets, end of year
- $142,412
- Cash, savings and investments
- $142,412
- Gross receipts
- $56,709
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STAN MOORE | President | 15 | $0 |
| LINDA HESS | Vice President | 15 | $0 |
| BETSY SATER | Secretary | 15 | $0 |
| MICHAEL KILLEBREW | Treasurer | 15 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCINDA SALINAS | President | 15 | $0 |
| STANLEY MOORE | Vice President | 15 | $0 |
| ANITA HOUSTON | Secretary | 15 | $0 |
| MICHAEL KILLEBREW | Treasurer | 15 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCINDA SALINAS | President Trustee or director | 15 | $0 |
| STANLEY MOORE | Vice President Trustee or director | 15 | $0 |
| ANITA HOUSTON | Secretary Trustee or director | 15 | $0 |
| MICHAEL KILLEBREW | Treasurer Trustee or director | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 256, DANA POINT, CA 92629-0256
- Signed the 990-EZ
- LINDA HESS, Vice President
- Phone
- (951) 318-0354
- Return prepared by
- Mitchell Tax and Bookkeeping Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 88-1655445 or by the name MONARCH BEACH SUNRISE 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
To help build a better community and world through humanitarian, educational, and charitable endeavors.
Program accomplishments
- Our service projects usually come under the seven Areas of Focus identified by Rotary International:Promoting peace;Fighting disease;Providing clean water, sanitation, and hygiene;Saving mothers and children;Supporting education;Growing local economies;Supporting the environment.Expenses $65,515
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 88-1655445
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $142,412
- Income (IRS master file)
- $56,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $56,709 | $99,841 | $142,412 | IRS |
| 990-EZ | December 2024 | $92,793 | $113,892 | $185,544 | XML |
| 990 | December 2023 | $239,854 | $34,031 | $206,643 | XML |
| 990-EZ | December 2022 | – | – | – | 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 88-1655445).
Questions about MONARCH BEACH SUNRISE ROTARY FOUNDATION
- What is the EIN of MONARCH BEACH SUNRISE ROTARY FOUNDATION?
- The employer identification number (EIN) of MONARCH BEACH SUNRISE ROTARY FOUNDATION is 88-1655445.
- Is MONARCH BEACH SUNRISE ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to MONARCH BEACH SUNRISE ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONARCH BEACH SUNRISE 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 MONARCH BEACH SUNRISE ROTARY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONARCH BEACH SUNRISE ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of MONARCH BEACH SUNRISE ROTARY FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MONARCH BEACH SUNRISE ROTARY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $56,709, expenses of $99,841 and total assets of $142,412 at year end.
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