Civic Intelligence

District 5330 Rotary Inc

990 • Fiscal year 2015 • EIN 20-8314543

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileWWW.ROTARY5330.NET
PO Box 2662Lake Arrowhead, CA 92352

(909) 337-9990

Siviq Scores

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

Liabilities / Assets

65th percentile

0.14x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Net Margin

33rd percentile

-1.2%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Asset Growth

87th percentile

21%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

46%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$223,823

Up $39,606 (+21%) from 2014

Net Assets

Up

$192,140

Up $21,813 (+13%) from 2014

Liabilities

Up

$31,683

Up $17,793 (+128%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin33rd percentile

Revenue

Up

$582,447

Up $184,177 (+46%) from 2014

Expenses

Up

$589,613

Up $182,382 (+45%) from 2014

Net Income

Up

-$7,166

Up $1,795 (+20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2015

Assets$223,823
Liabilities$31,683
Net Assets$192,140
Open 2015 Filing

Operations Trend

Revenue Growth91st 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

2015

Revenue$582,447
Expenses$589,613
Net Income-$7,166
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$582,447
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 level

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,008$196,143▲ $35,135
Rtn Earn Endowment Incm Other Fnds$170,327$192,140▲ $21,813
Land, Buildings, and Equipment, Net$3,663$1,871▼ $1,792
Accounts Receivable$19,546$1,690▼ $17,856
Total Assets$184,217$223,823▲ $39,606
Other Assets Total-$24,119-
Liabilities
Accounts Payable and Accrued Expenses$13,890$31,248▲ $17,358
Other Liabilities-$435-
Total Liabilities$13,890$31,683▲ $17,793
Net Assets / Fund Balance
Total Net Assets Fund Balance$170,327$192,140▲ $21,813
Total Liabilities and Net Assets / Fund Balance$184,217$223,823▲ $39,606

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,871$15,746$17,617
Other Assets Org$5,169--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Shab El AwarChairman-CEO,Director
Rudy WesterveltVice Chair-dist Gov Elect
Bob DuistermarsDirector
Joseph RamosDirector
Melanie RiceSecretary-director
JamiezinnTreasurer-director
Revenue and Support

Revenue Composition

Contributions and Grants
$107,647
Program Service Revenue
$474,716
Investment Income
$84
Other Revenue
$0
Change in Net Assets
$-7,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$510,826
Grants and Similar Amounts Paid$78,787
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,787--$78,787
Conferences and Meetings$64,015--$64,015
Travel$20,050$17,130-$37,180
Office Expenses$5,242$10,940-$16,182
All Other Expenses$12,479--$12,479
Fees for Services Other-$11,000-$11,000
Other Expenses$9,350$2,258-$9,350
Insurance-$3,567-$3,567
Depreciation Depletion$1,792--$1,792
Fees for Services Accounting-$1,750-$1,750
Total Functional Expenses$542,968$46,645$0$589,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Rotary Clubs--Community Projects$78,787
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$435
Accrued Expense From Prior Year-
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
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 with all directors and officers.”

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

“AS PER THE BYLAWS OF THE CORPORATION, ARTICLE 9.6 ANNUAL STATEMENTS, OFFICER AND DIRECTORS SIGN A STATEMENT AT THE BEGINNING OF THE FISCAL Y EAR 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 EXITS, ARTICLE 9.3 CONFLICT OF INTEREST AVOIDANCE PROCEDURES, LISTS STEPS TO FOLLOW TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, THE PROCIEDURES FOR ADDRESING 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 statments available to the public through its district website.”

Filing and Contact Details

Filer

Filer Name
District 5330 Rotary Inc
EIN
20-8314543
Phone
9093379990
Address
PO BOX 2662, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Shab El Awar
Title
Chairmanceo
Phone
9093379990
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shab El Awar
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
150

Preparer

Firm
Triple Edge Financial Services
Address
PO BOX 2662, LAKE ARROWHEAD, CA 92352
Preparer
Jamie M Zinn
Phone
9093379990
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services programs are responsibile for the coordination and administration of the district conference, district assembly, presidents recognition, governors council and other seminars and training 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, vocational training teams and district simplified grants.”

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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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18700
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25169
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVENTORY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INCOME FROM PRIOR YEAR
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PEACE CONFERENCE LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSE FROM PRIOR YEAR
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01871
IRS990ScheduleD/TotalBookValueOtherAssetsAmt024119
IRS990ScheduleD/TotalLiabilityAmt0435
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IRS990ScheduleI/RecipientTable/CashGrantAmt078787
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ROTARY CLUBS
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED BY COMMITTEE SELECTION BASED UPON PRUPOSE AND AMOUNT. THE GRANTEES ARE RESPONSIBLE FOR SUBMITTING A PROJECT SUMMARY REPORT. ANY UNUSED GRANTS ARE RETURNED TO THE ROTARY INTERNATIONAL FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II Line 1
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES PROGRAMS ARE RESPONSIBILE FOR THE COORDINATION AND ADMINISTRATION OF THE DISTRICT CONFERENCE, DISTRICT ASSEMBLY, PRESIDENTS RECOGNITION, GOVERNORS COUNCIL AND OTHER SEMINARS AND TRAINING 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, VOCATIONAL TRAINING TEAMS AND DISTRICT SIMPLIFIED GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS THE TAX RETURN AT THE BOARD MEETING WITH ALL DIRECTORS AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS PER THE BYLAWS OF THE CORPORATION, ARTICLE 9.6 ANNUAL STATEMENTS, OFFICER AND DIRECTORS SIGN A STATEMENT AT THE BEGINNING OF THE FISCAL Y EAR 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 EXITS, ARTICLE 9.3 CONFLICT OF INTEREST AVOIDANCE PROCEDURES, LISTS STEPS TO FOLLOW TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, THE PROCIEDURES FOR ADDRESING THE CONFLICT OF INTEREST, AND HOW VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE HANDLED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC THROUGH ITS DISTRICT WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0184217
IRS990/TotalAssetsEOYAmt0223823
IRS990/TotalAssetsGrp/BOYAmt0184217
IRS990/TotalAssetsGrp/EOYAmt0223823
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107647
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046645
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0542968
IRS990/TotalFunctionalExpensesGrp/TotalAmt0589613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013890
IRS990/TotalLiabilitiesEOYAmt031683
IRS990/TotalLiabilitiesGrp/BOYAmt013890
IRS990/TotalLiabilitiesGrp/EOYAmt031683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0170327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192140
IRS990/TotalOtherProgSrvcExpenseAmt0259122
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0110129
IRS990/TotalProgramServiceExpensesAmt0542968
IRS990/TotalProgramServiceRevenueAmt0474716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0582447
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0184217
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0223823
IRS990/TravelGrp/ManagementAndGeneralAmt017130
IRS990/TravelGrp/ProgramServicesAmt020050
IRS990/TravelGrp/TotalAmt037180
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2662
IRS990/USAddress/CityNm0LAKE ARROWHEAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092352
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ROTARY5330.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAB EL AWAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMANCEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09093379990
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DISTRICT 5330 ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0DIST
ReturnHeader/Filer/EIN0208314543
ReturnHeader/Filer/PhoneNum09093379990
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2662
ReturnHeader/Filer/USAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIPLE EDGE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2662
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092352
ReturnHeader/PreparerPersonGrp/PhoneNum09093379990
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M ZINN
ReturnHeader/ReturnTs02016-05-16T05:17:56-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,823
Liabilities
$31,683
Net assets
$192,140
Revenue
$582,447
Expenses
$589,613
Net income
-$7,166
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