Nonprofit · EIN 33-0856109
ROTARY CLUB OF TEMECULA FOUNDATION
Tax-exempt · TEMECULA, CA 92593
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $107,549 | $91,101 | $16,448 | $233,560 | $2,398 | $231,162 |
| June 30, 2024 | 990-EZ | $117,128 | $88,772 | $28,356 | $208,870 | $0 | $208,870 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,003
- Investment income
- $5,495
- Net gain from sales of assets
- $4,377
- Net income from fundraising events
- $49,674
Expenses
- Grants and similar amounts paid
- $13,653
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $5,400
- Other expenses
- $72,048
- Program services (functional)
- $58,641
Balance sheet and other
- Total assets, start of year
- $208,870
- Total assets, end of year
- $233,560
- Total liabilities, end of year
- $2,398
- Net assets, end of year
- $231,162
- Cash, savings and investments
- $102,230
- Gross receipts
- $141,095
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 |
|---|---|---|---|
| ROBERT SWEENEY | PRESIDENT | 40 | $0 |
| SHANE LESOVSKY | IMMEDIATE PAST PRESIDENT | 15 | $0 |
| JULIE NGO | TREASURER | 15 | $0 |
| ESTHER PHAHLA | PRESIDENT ELECT | 15 | $0 |
| WILL JOYCE | VOCATIONAL | 15 | $0 |
| CYNDI HARRIS | YOUTH SERVICES | 15 | $0 |
| CYNDI LIGHT | CLUB SERVICE | 15 | $0 |
| MAGGIE BOYLSTON | MEMBERSHIP | 15 | $0 |
| WENDY DUMLAO | COMMUNITY SERVICE | 15 | $0 |
| BJ FAZELI | VICE PRESIDENT | 15 | $0 |
| LISA LOCKE | SECRETARY | 15 | $0 |
| SAM PAYNE | FOUNDATION | 15 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE LESOVSKY | PRESIDENT | 40 | $0 |
| KIM GERRISH | IMMEDIATE PAST PRESIDENT | 15 | $0 |
| JULIE NGO | TREASURER | 15 | $0 |
| ROBERT SWEENEY | PRESIDENT ELECT | 15 | $0 |
| WILL JOYCE | VOCATIONAL | 15 | $0 |
| CYNDI HARRIS | YOUTH SERVICES | 15 | $0 |
| CYNDI LIGHT | CLUB SERVICE | 15 | $0 |
| NANCY WILLIAMS | MEMBERSHIP | 15 | $0 |
| ROBERT SWEENEY | COMMUNITY SERVICE | 15 | $0 |
| ESTHER PHALA | VICE PRESIDENT | 15 | $0 |
| CONNIE STOPHER | SECRETARY | 15 | $0 |
| SAM PAYNE | FOUNDATION | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 64, TEMECULA, CA 92593-0064
- In care of
- % DAVID FRANK
- Signed the 990-EZ
- ROBERT SWEENEY, PRESIDENT
- Phone
- (951) 837-5736
- Website
- WWW.ROTARYCLUBOFTEMECULA.COM
- Return prepared by
- NOON & ASSOCIATES CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0856109 or by the name ROTARY CLUB OF TEMECULA 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 PROVIDE FUNDS AND SUPPORT FOR COMMUNITY AND INTERNATIONAL CHARITY, YOUTH AND EDUCATIONAL PROGRAMS.
Program accomplishments
- THE ORGANIZATION SUPPORTED YOUTH EDUCATION AND LEADERSHIP DEVELOPMENT IN THE TEMECULA VALLEY AREA. THE ORGANIZATION MADE DIRECT CONTRIBUTIONS TO SEVERAL HIGH SCHOOL STUDENT ORGANIZATIONS SUCH AS PRYDE, RYLA, OAK GROVE INTERACT CLUB, MUSIC CONTEST, AND SPEECH CONTEST. IN ADDITION, THE ORGANIZATION PROVIDED MUCH-NEEDED SCHOLARSHIPS FOR HIGH SCHOOL SENIORS IN TEMECULA.Expenses $4,601
- THE ORGANIZATION COMPLETED MANY COMMUNITY SERVICE PROJECTS IN THE TEMECULA VALLEY AREA. THESE SERVICE PROJECTS BENEFITED THE COMMUNITY AS A WHOLE. THE ACTIVITIES INCLUDED: LITERACY PROGRAM BOY SCOUT PROGRAM, HOLIDAY BASKETS, MILITARY SUPPORT SERVICE, SENIOR OUTREACH, HOMELESS OUTREACH, AND A CHRISTMAS COMMUNITY DINNER.Expenses $47,040
- INTERNATIONAL SERVICE FOR THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE.Expenses $7,000
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
- 33-0856109
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $233,560
- Income (IRS master file)
- $141,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $107,549 | $91,101 | $233,560 | IRS |
| 990-EZ | June 2024 | $117,128 | $88,772 | $208,870 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | 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 33-0856109).
Questions about ROTARY CLUB OF TEMECULA FOUNDATION
- What is the EIN of ROTARY CLUB OF TEMECULA FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF TEMECULA FOUNDATION is 33-0856109.
- Is ROTARY CLUB OF TEMECULA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROTARY CLUB OF TEMECULA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF TEMECULA 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 TEMECULA 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 TEMECULA 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 ROTARY CLUB OF TEMECULA FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF TEMECULA FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $107,549, expenses of $91,101 and total assets of $233,560 at year end.
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