Civic Intelligence

District 5330 Rotary Inc

990 • Fiscal year 2014 • EIN 20-8314543

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

Organization ProfileROTARY5330.NET
PO Box 266292352

(909) 337-9990

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-2.3%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$184,217

Down $3,323 (-1.8%) from 2013

Net Assets

Down

$170,327

Down $17,213 (-9.2%) from 2013

Liabilities

Up

$13,890

Up $13,890 from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin36th percentile

Revenue

$398,270

No earlier filing loaded for comparison.

Expenses

Up

$407,231

Up $52,212 (+15%) from 2013

Net Income

-$8,961

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2014

Assets$184,217
Liabilities$13,890
Net Assets$170,327
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

2014

Revenue$398,270
Expenses$407,231
Net Income-$8,961
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$398,270
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.

To coordinate rotary international activities at a local district level.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$182,067$170,327▼ $11,740
Cash and Non-Interest-Bearing Accounts$182,432$161,008▼ $21,424
Accounts Receivable$9,019$19,546▲ $10,527
Land, Buildings, and Equipment, Net$7,885$3,663▼ $4,222
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$199,336$184,217▼ $15,119
Liabilities
Accounts Payable and Accrued Expenses$17,269$13,890▼ $3,379
Total Liabilities$17,269$13,890▼ $3,379
Net Assets / Fund Balance
Total Net Assets Fund Balance$182,067$170,327▼ $11,740
Total Liabilities and Net Assets / Fund Balance$199,336$184,217▼ $15,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,663$13,954$17,617
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Joe RamosCEO/ Chairman -district Go
Shab El AwarVice Chairman
RICH DELL'ACQUADirector
Rob SheppardDirector
Carolyn HayesDistrict Secretary
Jamie ZinnDistrict Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,178
Program Service Revenue
$305,007
Investment Income
$85
Other Revenue
$0
Change in Net Assets
$-8,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,011
Grants and Similar Amounts Paid$6,220
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$51,797$24,830-$76,627
Office Expenses-$21,267-$21,267
Advertising$18,661--$18,661
Travel$200$13,561-$13,761
Other Expenses$10,780$3,230-$10,780
All Other Expenses$5,986$3,000-$8,986
Grants to Domestic Orgs$6,220--$6,220
Depreciation Depletion$3,877--$3,877
Insurance-$2,322-$2,322
Fees for Services Accounting-$1,650-$1,650
Total Functional Expenses$337,371$69,860$0$407,231
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-4225038-501(c)(4)2014 Rose Parade Float Donation$5,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization reviews the tax return at the board meeting before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“As 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.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public through its district website.”

Filing and Contact Details

Filer

EIN
20-8314543
Phone
9093379990

Signing Officer

Name
Joe Ramos
Title
District Governor
Phone
9093379990
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Ramos
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
150

Preparer

Preparer
Kenneth N Goddard Iii
Phone
9097982222
Raw XML Appendix363 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/ActivityOrMissionDesc0TO COORDINATE ROTARY INTERNATIONAL ACTIVITIES AT A LOCAL DISTRICT LEVEL.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT SECRETARY
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IRS990/MissionDesc0THE 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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IRS990/ProgSrvcAccomActy2Grp/Desc0PRYDE (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 180 STUDENTS PARTICIPATED IN THE PROGRAM IN 2013-2014.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDES GRANTS TO DISTRICT ROTARY CLUBS TO SUPPORT SPECIFIC PROGRAMS WHICH VARIES FROM CLUB TO CLUB.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESPONSIBLE 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 60 LOCAL ROTARY CLUBS. ORGANIZES VARIOUS DISTRICT EVENTS ON BEHALF OF 60 ROTARY CLUBS, INCLUDING PERSONAL ROTARY YOUTH DEVELOPMENT EXPERIENCE, FOUNDATION DINNER, MUSIC CONTESTS, GROUP STUDY EXCHANGES AND DISTRICT SIMPLIFIED GRANTS.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ROTARY ROSE PARADE FLOAT COMMITTEE INC
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS 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.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE TAX RETURN AT THE BOARD MEETING BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS 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/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS DISTRICT WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0199336
IRS990/TotalAssetsEOYAmt0184217
IRS990/TotalAssetsGrp/BOYAmt0199336
IRS990/TotalAssetsGrp/EOYAmt0184217
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt093178
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069860
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337371
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017269
IRS990/TotalLiabilitiesEOYAmt013890
IRS990/TotalLiabilitiesGrp/BOYAmt017269
IRS990/TotalLiabilitiesGrp/EOYAmt013890
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0170327
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0158469
IRS990/TotalOtherProgSrvcGrantAmt06220
IRS990/TotalOtherProgSrvcRevenueAmt0106739
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt036476
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt036476
IRS990/TotalProgramServiceExpensesAmt0337371
IRS990/TotalProgramServiceRevenueAmt0305007
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0305007
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0398270
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0184217
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013561
IRS990/TravelGrp/ProgramServicesAmt0200
IRS990/TravelGrp/TotalAmt013761
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 2662
IRS990/USAddress/City0LAKE ARROWHEAD
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092352
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://ROTARY5330.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE RAMOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09093379990
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10DISTRICT 5330 ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0DIST
ReturnHeader/Filer/EIN0208314543
ReturnHeader/Filer/PhoneNum09093379990
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2662
ReturnHeader/Filer/USAddress/City0LAKE ARROWHEAD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092352
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770549163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOREN MCADAM CHRISTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102068 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092374
ReturnHeader/PreparerPersonGrp/PhoneNum09097982222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH N GODDARD III
ReturnHeader/ReturnTs02015-05-15T13:31:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,217
Liabilities
$13,890
Net assets
$170,327
Revenue
$398,270
Expenses
$407,231
Net income
-$8,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.06$1.25$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.06$1.25$5.74$6.05$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.32$1.92$5.82$5.90$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.14$1.70$3.98$4.07$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$3.45
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$4.10$4.15$0.05
Peer Organizations

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