Civic Intelligence

District 5330 Rotary Inc

990 • Fiscal year 2012 • EIN 20-8314543

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 12, 2012

2068 Orange Tree Lane Suite 10092374-4555
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)4 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2012 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$202,176

Up $19,772 (+11%) from 2011

Net Assets

Up

$202,176

Up $19,772 (+11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$344,905

Down $69,630 (-17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $182,404Liabilities 2011: $0Net Assets 2011: $182,4042011Assets 2012: $202,176Liabilities 2012: $0Net Assets 2012: $202,1762012Assets 2013: $187,540Liabilities 2013: $0Net Assets 2013: $187,5402013Assets 2014: $184,217Liabilities 2014: $13,890Net Assets 2014: $170,3272014Assets 2015: $223,823Liabilities 2015: $31,683Net Assets 2015: $192,1402015Assets 2016: $130,872Liabilities 2016: $5,500Net Assets 2016: $125,3722016Assets 2017: $130,872Liabilities 2017: $5,500Net Assets 2017: $125,3722017

Highlighted filing

2012

Assets$202,176
Liabilities$0
Net Assets$202,176

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $409,960Expenses 2011: $414,535Net Income 2011: -$4,5752011Expenses 2012: $344,9052012Expenses 2013: $355,0192013Revenue 2014: $398,270Expenses 2014: $407,231Net Income 2014: -$8,9612014Revenue 2015: $582,447Expenses 2015: $589,613Net Income 2015: -$7,1662015Revenue 2016: $573,887Expenses 2016: $604,846Net Income 2016: -$30,9592016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017

Highlighted filing

2012

Revenue-
Expenses$344,905
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 12, 2012
Return Version
2011v1.2
Gross Receipts
$364,677
Mission and Program Overview

Mission

The mission of district 5330 rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders at a local district level for rotary international.

Major Activities

Activity 2
Pryde (personal rotary youth development experience)the pryde program is a leadership retreat open to 7th graders attending school or residing in district 5330. The program provides transportation to the event, lodging and meals during the retreat, program materials, t-shirt, camp dvd and a completion certificate. Students participate in programs which include: acheiving your goals, managing time, tapping into your talent, taking risks, and oversoming obstacles. Pryde also introduces students to rotary, its purposes and activities. The students also have the opportunity to participate in a service project related to the youth of the world. Approximately 175 students participated in the program in 2011
Activity 3
Provides grants to district rotary clubs to support specific programs which varies from club to club.
Filing and Contact Details

Filer

EIN
20-8314543
Raw XML Appendix376 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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IRS990/Activity2/Description0PRYDE (PERSONAL ROTARY YOUTH DEVELOPMENT EXPERIENCE)THE PRYDE PROGRAM IS A LEADERSHIP RETREAT OPEN TO 7TH GRADERS ATTENDING SCHOOL OR RESIDING IN DISTRICT 5330. THE PROGRAM PROVIDES TRANSPORTATION TO THE EVENT, LODGING AND MEALS DURING THE RETREAT, PROGRAM MATERIALS, T-SHIRT, CAMP DVD AND A COMPLETION CERTIFICATE. STUDENTS PARTICIPATE IN PROGRAMS WHICH INCLUDE: ACHEIVING YOUR GOALS, MANAGING TIME, TAPPING INTO YOUR TALENT, TAKING RISKS, AND OVERSOMING OBSTACLES. PRYDE ALSO INTRODUCES STUDENTS TO ROTARY, ITS PURPOSES AND ACTIVITIES. THE STUDENTS ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN A SERVICE PROJECT RELATED TO THE YOUTH OF THE WORLD. APPROXIMATELY 175 STUDENTS PARTICIPATED IN THE PROGRAM IN 2011
IRS990/Activity2/Expense038660
IRS990/Activity2/Revenue039163
IRS990/Activity3/Description0PROVIDES GRANTS TO DISTRICT ROTARY CLUBS TO SUPPORT SPECIFIC PROGRAMS WHICH VARIES FROM CLUB TO CLUB.
IRS990/Activity3/Expense035250
IRS990/Activity3/Revenue036610
IRS990/ActivityOrMissionDescription0TO COORDINATE ROTARY INTERNATIONAL ACTIVITIES AT A LOCAL DISTRICT LEVEL.
IRS990/ActivityOther/Description0RESPONSIBLE FOR THE COORDINATION AND ADMINISTRATION OF THE DISTRICT CONFERENCE, DISTRICT ASSEMBLY, PRESIDENT'S AWARDS, GOVERNER'S COUNCIL AND OTHER SEMINARS AND TRAININGS ON BEHALF OF ROTARY INTERNATIONAL AND 58 LOCAL ROTARY CLUBS. ORGANIZES VARIOUS DISTRICT EVENTS ON BEHALF OF 58 ROTARY CLUBS, INCLUDING PERSONAL ROTARY YOUTH DEVELOPMENT EXPERIENCE, FOUNDATION DINNER, MUSIC CONTESTS, GROUP STUDY EXCHANGES AND DISTRICT SIMPLIFIED GRANTS.
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IRS990/Description0RYLA (ROTARY YOUTH LEADERSHIP AWARDS)THE RYLA PROGRAM IS A WEEKEND LEADERSHIP CAMP OPEN TO HIGH SCHOOL STUDENTS WITHIN DISTRICT 5330. APPROXIMATELY 320 POTENTIAL COMMUNITY LEADERS PARTICIPATED IN THE PROGRAM WHICH EMPHASIZES ETHICS, SHARING, AND SERVING THE COMMUNITY. STUDENTS PARTICIPATE IN DISCUSSION GROUPS, GROUP ACTIVITIES, AND OTHER LEARNING EXPERIENCES WHERE THEY GAIN A GREATER UNDERSTANDING OF THEMSELVES AND OTHERS.
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IRS990/Form990PartVIISectionA/Title2CEO/ CHAIRMAN -DISTRICT GO
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IRS990/MissionDescription0THE MISSION OF DISTRICT 5330 ROTARY IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS AT A LOCAL DISTRICT LEVEL FOR ROTARY INTERNATIONAL.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: GRANTS ARE AWARDED BY COMMITTEE SELECTION BASED ON PURPOSE AND AMOUNT. THE GRANTEE FOUNDATIONS ARE RESPONSIBLE FOR SUBMITTING A PROJECT SUMMARY REPORT. ANY UNUSED GRANTS ARE RETURNED TO ROTARY INTERNATIONAL FOUNDATION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0$275 ROTARY INTERNATIONAL, $5,000 CHILD HELP VILAGE
IRS990ScheduleI/RecipientTable/PurposeOfGrant1$150 ROTARY INTERNATIONAL, $5,000 FEEDING THE HUNGRY
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION REVIEWS THE TAX RETURN AT THE BOARD MEETING BEFORE THE RETURN IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1AS PER BYLAWS OF THE CORPORATION, ARTICLE 9.6 ANNUAL STATEMENTS, OFFICERS AND DIRECTORS SIGN A STATEMENT AT THE BEGINNING OF THE FISCAL YEAR THAT THEY WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY WHICH INCLUDES A DUTY TO DISCLOSE. THE HUMANITARIAN GRANTS OVERSIGHT COMMITTEE MEETS AT LEAST QUARTERLY TO REVIEW GRANTS TO INCLUDE CONFLICT OF INTEREST ISSUES. IF AN APPEARANCE OF A CONFLICT OF INTEREST ISSUE EXISTS, ARTICLE 9.3 CONFLICT OF INTEREST AVOIDANCE PROCEDURES ,LISTS STEPS TO FOLLOW TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, THE PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST, AND HOW VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE HANDLED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS DISTRICT WEBSITE.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
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ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-12
ReturnHeader/Officer/Name0STEVEN WALLACE
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ReturnHeader/Officer/Title0DISTRICT GOVERNOR
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ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SOREN MCADAM CHRISTENSON LLP
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0REDLANDS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092374
ReturnHeader/Preparer/Name0KENNETH N GODDARD III
ReturnHeader/Preparer/Phone09097982222
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T16:54:16-06:00

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