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Laguna Niguel Rotary Foundation Inc

  • Laguna Niguel, CA
  • Tax-exempt since Jan. 2000
  • EIN: 33-0849470

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit — Multipurpose and Other / Military, Veterans' Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$15.2k (2023)

Expenses
$19k (2023)

Total Assets
$235k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,241
Expenses
$19,048
Net Income
-$3,807
Net Assets
$234,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,545
42.9%
Program Services $0
Investment Income $8,696
57.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $234,522
Total Liabilities $0
Net Assets $234,522
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Crary (Treasurer) $0 $0 $0
Michael Gerard (President) $0 $0 $0
Ivy Leeson (Secretary) $0 $0 $0
Kristen Epperson (President Elect) $0 $0 $0
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Document Links

990
Filed on Sept. 27, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,441
Expenses
$82,856
Net Income
-$11,415
Net Assets
$226,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,582
3.6%
Program Services $0
Investment Income $68,859
96.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $226,629
Total Liabilities $0
Net Assets $226,629
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Crary (Treasurer) $0 $0 $0
Chandra Chell (President) $0 $0 $0
Ivy Leeson (Secretary) $0 $0 $0
Stewart Mims (Vice President) $0 $0 $0
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Document Links

990
Filed on Nov. 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,460
Expenses
$49,407
Net Income
-$19,947
Net Assets
$350,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,198
10.9%
Program Services $0
Investment Income $26,262
89.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $350,774
Total Liabilities $0
Net Assets $350,774
Compensation
Key Employees and Officers Compensation Related Other
Rose Anne Ruccelo (Treasurer) $0 $0 $0
Eileen Gomez (President) $0 $0 $0
Chandra Chell (President Elect) $0 $0 $0
John Veytia (Secretary) $0 $0 $0
Stewart Mims (Vice President) $0 $0 $0
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Document Links

990
Filed on May 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,977
Expenses
$22,027
Net Income
$12,950
Net Assets
$370,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,988
62.9%
Program Services $0
Investment Income $12,989
37.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $370,948
Total Liabilities $0
Net Assets $370,948
Compensation
Key Employees and Officers Compensation Related Other
Kim Douglas (President) $0 $0 $0
Eileen Gomez (President Elect) $0 $0 $0
Chandra Chell (Treasurer) $0 $0 $0
Kristin Epperson (Secretary) $0 $0 $0
Stewart Mims (Vice President) $0 $0 $0
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Document Links

990
Filed on May 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,112
Expenses
$102,241
Net Income
$27,871
Net Assets
$280,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,363
87.9%
Program Services $0
Investment Income $15,749
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $280,326
Total Liabilities $171
Net Assets $280,155
Compensation
Key Employees and Officers Compensation Related Other
Dr Mark Montgomery (President) $0 $0 $0
Marilyn Crary (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
Kim Douglas (President Elect) $0 $0 $0
Eileen Gomez (Vice President) $0 $0 $0
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Document Links

990
Filed on July 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,744
Expenses
$23,513
Net Income
$15,231
Net Assets
$250,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,274
80.7%
Program Services $0
Investment Income $7,470
19.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $250,742
Total Liabilities $171
Net Assets $250,571
Compensation
Key Employees and Officers Compensation Related Other
James Mc Ginley (President) $0 $0 $0
John Veytia (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
Kim Douglas (Vice President) $0 $0 $0
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Document Links

990
Filed on Oct. 24, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,020
Expenses
$38,528
Net Income
-$8,508
Net Assets
$235,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,820
52.7%
Program Services $0
Investment Income $1,376
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $235,340
Total Liabilities $0
Net Assets $235,340
Compensation
Key Employees and Officers Compensation Related Other
James Mcginley (President & Ceo) $0 $0 $0
John Veytia (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0

Document Links

990
Filed on Oct. 28, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,147
Expenses
$54,557
Net Income
-$14,410
Net Assets
$238,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,170
15.4%
Program Services $0
Investment Income $6,669
16.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $238,661
Total Liabilities $0
Net Assets $238,661
Compensation
Key Employees and Officers Compensation Related Other
John Veytia (President Elect) $0 $0 $0
Frank Pearce (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
Marilyn Crary (President) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,199
Expenses
$40,172
Net Income
$27,027
Net Assets
$239,164
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,065
15.0%
Program Services $0
Investment Income $7,467
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $239,164
Total Liabilities $0
Net Assets $239,164
Compensation
Key Employees and Officers Compensation Related Other
Bruce Birkeland (Past President) $0 $0 $0
Gary Capata (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
William Leber (President & Ceo) $0 $0 $0
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990
Filed on Aug. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,643
Expenses
$45,795
Net Income
-$152
Net Assets
$186,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,665
97.9%
Program Services $0
Investment Income $978
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $186,000
Total Liabilities $0
Net Assets $186,000
Compensation
Key Employees and Officers Compensation Related Other
Bruce Birkeland (President & Ceo) $0 $0 $0
Wesley Rowlands (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
Stephanie Oddo (Past President) $0 $0 $0
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Document Links

990
Filed on Sept. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,915
Expenses
$52,041
Net Income
$874
Net Assets
$186,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,879
31.9%
Program Services $0
Investment Income $1,371
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $202,302
Total Liabilities $16,150
Net Assets $186,152
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Oddo (President & Ceo) $0 $0 $0
Jennifer Heinen (Treasurer) $0 $0 $0
Elizabeth Sater (Secretary) $0 $0 $0
William Nguyen (Past President) $0 $0 $0
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990
Filed on May 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,701
Expenses
$66,786
Net Income
-$11,085
Net Assets
$182,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,436
33.1%
Program Services $0
Investment Income $1,208
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $182,820
Total Liabilities $0
Net Assets $182,820

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,339
Expenses
$53,745
Net Income
$33,594
Net Assets
$188,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,536
64.7%
Program Services $0
Investment Income $726
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $188,486
Total Liabilities $0
Net Assets $188,486

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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