Civic Intelligence

District 5330 Rotary Inc

990 • Fiscal year 2016 • EIN 20-8314543

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 30, 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

52nd percentile

0.04x

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

25th percentile

-5.4%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

3rd percentile

-42%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-1.5%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$130,872

Down $92,951 (-42%) from 2015

Net Assets

Down

$125,372

Down $66,768 (-35%) from 2015

Liabilities

Down

$5,500

Down $26,183 (-83%) from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin25th percentile

Revenue

Down

$573,887

Down $8,560 (-1.5%) from 2015

Expenses

Up

$604,846

Up $15,233 (+2.6%) from 2015

Net Income

Down

-$30,959

Down $23,793 (-332%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2016

Assets$130,872
Liabilities$5,500
Net Assets$125,372
Open 2016 Filing

Operations Trend

Revenue Growth35th 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

2016

Revenue$573,887
Expenses$604,846
Net Income-$30,959
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 30, 2016
Return Version
2015v3.0
Gross Receipts
$573,887
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
Rtn Earn Endowment Incm Other Fnds$192,140$125,372▼ $66,768
Cash and Non-Interest-Bearing Accounts$196,143$117,464▼ $78,679
Accounts Receivable$1,690$6,839▲ $5,149
Land, Buildings, and Equipment, Net$1,871--
Total Assets$223,823$130,872▼ $92,951
Other Assets Total$24,119$6,569▼ $17,550
Liabilities
Accounts Payable and Accrued Expenses$31,248$5,500▼ $25,748
Other Liabilities$435--
Total Liabilities$31,683$5,500▼ $26,183
Net Assets / Fund Balance
Total Net Assets Fund Balance$192,140$125,372▼ $66,768
Total Liabilities and Net Assets / Fund Balance$223,823$130,872▼ $92,951

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$21,368$21,368
Other Assets Org$6,569--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Rudy WesterveltChairman-dist Gov
Melanie RiceSecretary-director
Jamie ZinnTreasurer-director
Robert DuistermarsDist Governor Elect
Manzoor MasseyDist Governor Nominee
Revenue and Support

Revenue Composition

Contributions and Grants
$107,458
Program Service Revenue
$466,353
Investment Income
$76
Other Revenue
$0
Change in Net Assets
$-30,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,170
Grants and Similar Amounts Paid$97,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,676--$97,676
Conferences and Meetings$43,251--$43,251
Other Expenses$41,198--$41,198
Travel$16,568$14,881-$31,449
All Other Expenses$26,520$350-$26,870
Fees for Services Other-$12,000-$12,000
Office Expenses$2,732$1,890-$4,622
Insurance-$3,630-$3,630
Information Technology-$2,318-$2,318
Fees for Services Accounting$500--$500
Advertising$175--$175
Total Functional Expenses$569,777$35,069$0$604,846
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Rotary Clubs-501c4Community Projects$97,676
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-
Accrued Expense From Prior Year-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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 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
Jamie M Zinn
Title
Cfotreasurer
Signed
2016-11-30
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
The Tax Return Company
Address
49305 HWY 74 151, PALM DESERT, CA 92260
Preparer
Cheryl Coffey
Phone
9098445179
Supplemental Narrative

Additional Explanations

Form 990, Part III, Section 4, Line D

“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.”

Form 990, Part XI, Line 9

“Adjustment was made to reflect entry from prior period”

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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IRS990ScheduleD/TotalBookValueOtherAssetsAmt06569
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt097676
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C4
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ROTARY CLUBS
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
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/ExplanationTxt4ADJUSTMENT WAS MADE TO REFLECT ENTRY FROM PRIOR PERIOD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Section 4, Line D
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0223823
IRS990/TotalAssetsEOYAmt0130872
IRS990/TotalAssetsGrp/BOYAmt0223823
IRS990/TotalAssetsGrp/EOYAmt0130872
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107458
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0569777
IRS990/TotalFunctionalExpensesGrp/TotalAmt0604846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031683
IRS990/TotalLiabilitiesEOYAmt05500
IRS990/TotalLiabilitiesGrp/BOYAmt031683
IRS990/TotalLiabilitiesGrp/EOYAmt05500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0192140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125372
IRS990/TotalOtherProgSrvcExpenseAmt0236000
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0118727
IRS990/TotalProgramServiceExpensesAmt0569777
IRS990/TotalProgramServiceRevenueAmt0466353
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0573887
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0223823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0130872
IRS990/TravelGrp/ManagementAndGeneralAmt014881
IRS990/TravelGrp/ProgramServicesAmt016568
IRS990/TravelGrp/TotalAmt031449
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE M ZINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFOTREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-30
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/BusinessNameLine1Txt0THE TAX RETURN COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt049305 HWY 74 151
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum09098445179
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL COFFEY
ReturnHeader/ReturnTs02017-05-15T05:21:54-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,872
Liabilities
$5,500
Net assets
$125,372
Revenue
$573,887
Expenses
$604,846
Net income
-$30,959
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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