Civic Intelligence

Monarch Beach Sunrise Rotary Foundation

EIN 88-1655445 • 501(c)3 • Dana Point, CA

Pub. 78 Eligible

Profile

To help build a better community and world through humanitarian, educational, and charitable endeavors.

PO Box 256Dana Point, CA 92629

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

1404%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

95th percentile

170%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$185,544

Down $21,099 (-10%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$185,544

Down $21,099 (-10%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$92,793

Down $147,061 (-61%) from 2023

Expenses

Up

$113,892

Up $79,861 (+235%) from 2023

Net Income

Down

-$21,099

Down $226,922 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2022: $820Liabilities 2022: $0Net Assets 2022: $8202022Assets 2023: $206,643Liabilities 2023: $0Net Assets 2023: $206,6432023Assets 2024: $185,544Net Assets 2024: $185,5442024

Highlighted filing

2024

Assets$185,544
Liabilities-
Net Assets$185,544
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2022: $12,760Expenses 2022: $11,940Net Income 2022: $8202022Revenue 2023: $239,854Expenses 2023: $34,031Net Income 2023: $205,8232023Revenue 2024: $92,793Expenses 2024: $113,892Net Income 2024: -$21,0992024

Highlighted filing

2024

Revenue$92,793
Expenses$113,892
Net Income-$21,099
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,544
Liabilities
-
Net assets
$185,544
Revenue
$92,793
Expenses
$113,892
Net income
-$21,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.93$1.14$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.40$0.34$2.06
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.13$0.12$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 18, 2025
Return Version
2024v5.1
Gross Receipts
$92,793
Mission and Program Overview

Mission

To help build a better community and world through humanitarian, educational, and charitable endeavors.

Program Services

DescriptionGrantsExpenses
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.-$66,626
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCINDA SALINASPresidentPT$0--
STANLEY MOOREVice PresidentPT$0--
ANITA HOUSTONSecretaryPT$0--
MICHAEL KILLEBREWTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Monarch Beach Sunrise Rotary Foundation
EIN
88-1655445
Phone
9513180354
Address
PO BOX 256, DANA POINT, CA 92629

Signing Officer

Name
Michael Killebrew
Title
Treasurer
Signed
2025-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell Tax and Bookkeeping Inc
Address
629 Camino de los Mares Suite 203, San Clemente, CA 92673
Preparer
Diana A Mitchell EA
Phone
9492408015
Supplemental Narrative

Additional Explanations

Other Expenses.1

“EVENTS $37559”

Other Expenses.2

“Community services $34927”

Other Expenses.3

“YOUTH SERVICES $31699”

Other Expenses.4

“DISTRICT GRANTS $7173”

Other Expenses.5

“Software and supplies $509”

Other Expenses.7

“TAXES AND LICENSES $105”

Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09513180354
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 256
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0206643
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0185544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt092793
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21099
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0206643
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0185544
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt092793
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0206643
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0185544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0206643
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0185544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCINDA SALINAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STANLEY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANITA HOUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL KILLEBREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0111972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help build a better community and world through humanitarian, educational, and charitable endeavors.
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066626
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0113892
IRS990EZ/TotalProgramServiceExpensesAmt066626
IRS990EZ/TotalRevenueAmt092793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0239854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0179385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0512032
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0512032
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0239854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0179385
IRS990ScheduleA/Total509Grp/TotalAmt0512032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0239854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0179385
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0512032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENTS $37559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICES $34927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH SERVICES $31699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT GRANTS $7173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOFTWARE AND SUPPLIES $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES AND LICENSES $105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KILLEBREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH BEACH SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0881655445
ReturnHeader/Filer/PhoneNum09513180354
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 256
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993673805
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 Camino de los Mares Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09492408015
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana A Mitchell EA
ReturnHeader/ReturnTs02025-06-18T10:59:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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