STRATEGY STUDIO / PUBLIC DATA EXPLORER

MANHATTAN BEACH ROTARY CLUB CHARITABLE FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MANHATTAN BEACH ROTARY CLUB CHARITABLE FOUNDATION (EIN 95-4459117)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-15
IRS object ID
201243249349300114
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T12:58:29-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954459117EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MANHATTAN BEACH ROTARY CHARITABLE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMANHNameControl
Phone3103181592Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 N SEPULVEDA BLVD NO AAddressLine1
CityMANHATTAN BEACHCity
StateCAState
ZIP Code90266ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT STEPHENSONName
TitleTREASURERTitle
Phone3103181592Phone
Date Signed2012-11-19DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT STEPHENSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1515 N SEPULVEDA BLVD SUITE AAddressLine1
CityMANHATTAN BEACHCity
StateCAState
ZIP Code90266ZIPCode
FieldValueIRS element (for citing)
Gross Receipts303995GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2002YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE INTERNATIONAL, VOCATIONAL, AND COMMUNITY SERVICE TO THE GENERAL PUBLICActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers120TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year22685ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year-3670InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year100786OtherRevenueCurrentYear
Total Revenue Prior Year0TotalRevenuePriorYear
Total Revenue Current Year119801TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year0OtherExpensePriorYear
Other Expenses Current Year132097OtherExpensesCurrentYear
Total Expenses Prior Year0TotalExpensesPriorYear
Total Expenses Current Year132097TotalExpensesCurrentYear
Revenues Less Expenses Prior Year0RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-12296RevenuesLessExpensesCY
Total Assets BOY488400TotalAssetsBOY
Total Assets EOY476104TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY488400NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY476104NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO PROVIDE INTERNATIONAL, VOCATIONAL, AND COMMUNITY SERVICE TO THE GENERAL PUBLICMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense11875Expense
DescriptionVOCATIONAL SERVICE: CAREER DAY FOR HIGH SCHOOL STUDENTS, AWARDS FOR INDUSTRIAL ARTS STUDENTS, TEACHER AWARDS, BOYS AND GIRLS STATE SPONSORSHIP, POLICE AND FIRE AWARDSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense53578Expense
DescriptionCOMMUNITY SERVICE: MB EDUCATION FOUNDATION,STUDENT SCHOLARSHIPS, MB CHAMBER, ROTARY CARES, LEADERSHIP MB,MB BOTANICAL GARDENS, OCEAN INSTITUTE, SPECIAL OLYMPICSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense61716Expense
DescriptionINTERNATIONAL SERVICE: YOUTH EXCHANGE, SANTA ROSALIA SISTER CLUB, MISC INTERNATIONAL THROUGH ROTARY INTERNATIONALDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense3798Expense
DescriptionYOUTH SERVICE: INTERACT, ROTARACT, MODEL UN, YOUTH LEADERSHIP, DRUG FREE GRAD NIGHT FOR HIGH SCHOOL SENIORS, CHARACTER COUNTSDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp3798TotalOfOtherProgramServiceExp
Total Program Service Expense130967TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOHN RHINDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3103181592TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 691AddressLine1
CityMANHATTAN BEACHCity
StateCAState
ZIP Code90266ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
IAN JACKSON
PRESIDENT0.00XX000
DONN ENNIS
SECRETARY0.00XX000
ROBERT STEPHENSON
TREASURER0.00XX000
MIKE DOELL
DIRECTOR0.00X000
ROGER COX
DIRECTOR0.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions22685AllOtherContributions
Total Contributions22685TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10171TotalRevenueColumn
Related Or Exempt Function Income10171RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities142608Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities156449Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-13841Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-13841TotalRevenueColumn
Related Or Exempt Function Income-13841RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events128531GrossIncomeFundraisingEvents
Fundraising Direct Expenses27745FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column100786TotalRevenueColumn
Exclusion$100,786ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column119801TotalRevenueColumn
Related Or Exempt Function Income-3670RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$100,786ExclusionAmount

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
INTERNATIONAL SERVICES6171661716
COMMUNITY SERVICES5357853578
VOCATIONAL SERVICES1187511875
YOUTH SERVICES37983798

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1130Total
Management And General1130ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total132097Total
Program Services130967ProgramServices
Management And General1130ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY139759BOY
EOY133884EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY348641BOY
EOY342220EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY488400BOY
EOY476104EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY488400BOY
EOY476104EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY488400BOY
EOY476104EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY488400BOY
EOY476104EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-12296ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years20468CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years46326CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years42623CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year56399CurrentTaxYearMinus1Year
Current Tax Year22686CurrentTaxYear
Total188502Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years131586CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years113567CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years108544CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year131368CurrentTaxYearMinus1Year
Current Tax Year128531CurrentTaxYear
Total613596Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years152054CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years159893CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years151167CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year187767CurrentTaxYearMinus1Year
Current Tax Year151217CurrentTaxYear
Total802098Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509802098PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12090CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9301CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8234CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9679CurrentTaxYearMinus1Year
Current Tax Year9322CurrentTaxYear
Total48626Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12090CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9301CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8234CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9679CurrentTaxYearMinus1Year
Current Tax Year9322CurrentTaxYear
Total48626Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years164144CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years169194CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years159401CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year197446CurrentTaxYearMinus1Year
Current Tax Year160539CurrentTaxYear
Total850724Total
FieldValueIRS element (for citing)
Public Support Percentage5090.94280PublicSupportPercentage509
Prior Year Support Percentage0.94570PriorYearSupportPercentage
Investment Income Percentage0.05720InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.05430PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1MAGIC IN GIVING AUCTION AND DINNERNameOfEvent1
Gross Receipts Event1123138GrossReceiptsEvent1
Gross Revenue Event1123138GrossRevenueEvent1
Rent Facility Costs Event123792RentFacilityCostsEvent1
Name Of Event2MANHATTAN BEACH HOMETOWN FAIRNameOfEvent2
Gross Receipts Event25393GrossReceiptsEvent2
Gross Revenue Event25393GrossRevenueEvent2
Other Direct Expenses Event23953OtherDirectExpensesEvent2
Gross Receipts Total128531GrossReceiptsTotal
Gross Revenue Total Events128531GrossRevenueTotalEvents
Rent Facility Costs Total Events23792RentFacilityCostsTotalEvents
Other Direct Expenses Total Events3953OtherDirectExpensesTotalEvents
Direct Expense Summary Events27745DirectExpenseSummaryEvents
Net Income Summary100786NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7ATHE ROTARY CLUB OF MANHATTAN BEACH ELECTS THE MEMBERS OF THE FOUNDATION BOARD
FORM 990, PART VI, SECTION B, LINE 11THERE IS NO REVIEW OF THE 990 PRIOR TO OR AFTER THE FILING
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE UPON REQUEST