Civic Intelligence

Rotary District 5330 Foundation

990 • Fiscal year 2015 • EIN 33-0234683

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 24, 2015

Organization ProfileROTARY5330.NET
2068 Orange Tree Lane Suite No 100Redlands, CA 92374-4555

(909) 798-2222

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-4.7%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$444,195

Up $8,344 (+1.9%) from 2014

Net Assets

Up

$444,195

Up $8,344 (+1.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Down

$66,914

Down $3,315 (-4.7%) from 2014

Expenses

Down

$58,570

Down $51,329 (-47%) from 2014

Net Income

Up

$8,344

Up $48,014 (+121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2012: $454,776Liabilities 2012: $0Net Assets 2012: $454,7762012Assets 2013: $475,521Liabilities 2013: $0Net Assets 2013: $475,5212013Assets 2014: $435,851Liabilities 2014: $0Net Assets 2014: $435,8512014Assets 2015: $444,195Liabilities 2015: $0Net Assets 2015: $444,1952015Assets 2016: $434,073Net Assets 2016: $434,0732016

Highlighted filing

2015

Assets$444,195
Liabilities$0
Net Assets$444,195
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $147,9022012Expenses 2013: $52,5982013Revenue 2014: $70,229Expenses 2014: $109,899Net Income 2014: -$39,6702014Revenue 2015: $66,914Expenses 2015: $58,570Net Income 2015: $8,3442015Revenue 2016: $15,942Expenses 2016: $37,814Net Income 2016: -$21,8722016

Highlighted filing

2015

Revenue$66,914
Expenses$58,570
Net Income$8,344
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 24, 2015
Return Version
2014v5.0
Gross Receipts
$209,180
Mission and Program Overview

Mission

To coordinate charitable activities within district no. 5330 which will benefit disaster relief, humanitarian, health, and hunger issues.

To coordinate charitable activities within district no. 5330.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$432,112$440,491▲ $8,379
Investments in Publicly Traded Securities$403,936$414,498▲ $10,562
Cash and Non-Interest-Bearing Accounts$7,542$16,121▲ $8,579
Savings and Temporary Cash Investments$24,373$13,576▼ $10,797
Cap Stk Tr Prin Current Funds$3,739$3,704▼ $35
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$435,851$444,195▲ $8,344
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$435,851$444,195▲ $8,344
Total Liabilities and Net Assets / Fund Balance$435,851$444,195▲ $8,344

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$408,558-▲ $33,985-$418,312
2013$395,446-▲ $34,824-$408,558
2012$391,979-▲ $23,486-$395,446
2011$412,158-▲ $3,540-$391,979
2010$337,346-▲ $91,682-$412,158
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Shab El AwarPresident
Bob DuistermarsVice President
Milt LevinsonVice President
Neal DewingVice President
Phil SavageVice President
Rudy WesterveltVice President
Anne Marie DuncanVice President, Rotary Fri
Allen OrrDirector
Barry ValdezDirector
George SteeleDirector
Jack KnightDirector
Jamil DadaDirector
Joe RamosDirector
Laura AhmedDirector
Manzoor MasseyDirector
RICH DELL'ACQUADirector
Ken GoddardChief Financial Officer/tr
Richard LemireSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$32,919
Program Service Revenue
$0
Investment Income
$33,995
Other Revenue
$0
All Other Contributions
$32,919
Change in Net Assets
$8,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,233
Other Expenses$4,337
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,774--$32,774
Foreign Grants$21,459--$21,459
Fees for Service Investment Mgmnt Fees-$4,232-$4,232
Other Expenses$60$25-$25
Office Expenses-$20-$20
Total Functional Expenses$54,293$4,277$0$58,570
International Activity

International Summary

Offices
0
Employees
0
Spending
$21,459

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-saharan Africa - AngolaProgram ServicesThe Organization Provided Farming/gardening Equipment, Tools, Supplies, and Vocational Training to Help the Oduworo Village Become Self-sufficient.00$21,459
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 return is reviewed during one of the quarterly board meetings. It is also available on the district website.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary District 5330 Foundation
EIN
33-0234683
Phone
9097982222
Address
2068 ORANGE TREE LANE SUITE NO 100, REDLANDS, CA 92374-4555

Signing Officer

Name
Kenneth N Goddard Iii
Title
Treasurer
Phone
9097982222
Signed
2015-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth N Goddard Iii
Formed
1987
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Soren Mcadam Christenson Llp
Address
2068 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Kenneth N Goddard Iii
Phone
9097982222
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The use of the funds is designated for "rotary friends" projects involving youth helping and assisting senior or handicapped persons to live more satisfying and fuller lives. Grants are allocated to local rotary clubs and are limited to 3% - 6% of the value of the endowment based on 12/31 fair market value of each year.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT, ROTARY FRI
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0105652
IRS990/PYInvestmentIncomeAmt035388
IRS990/PYOtherExpensesAmt04247
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-39670
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0109899
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt070229
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt08344
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt032919
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0432112
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0440491
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0235656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0406187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt091688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0188277
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30800
IRS990ScheduleA/PublicSupportPY170Pct00.33400
IRS990ScheduleA/PublicSupportTotal170Amt0183076
IRS990ScheduleA/SubstantialContributorsTotAmt0223111
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0235656
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0406187
IRS990ScheduleA/TotalSupportAmt0594464
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04231
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0408558
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0418312
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt020000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt033985
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0395446
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0408558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0391979
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0395446
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023486
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0412158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0391979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt019900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03540
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0337346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0412158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt011700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091682
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE USE OF THE FUNDS IS DESIGNATED FOR "ROTARY FRIENDS" PROJECTS INVOLVING YOUTH HELPING AND ASSISTING SENIOR OR HANDICAPPED PERSONS TO LIVE MORE SATISFYING AND FULLER LIVES. GRANTS ARE ALLOCATED TO LOCAL ROTARY CLUBS AND ARE LIMITED TO 3% - 6% OF THE VALUE OF THE ENDOWMENT BASED ON 12/31 FAIR MARKET VALUE OF EACH YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt021459
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SUB-SAHARAN AFRICA - ANGOLA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0THE ORGANIZATION PROVIDED FARMING/GARDENING EQUIPMENT, TOOLS, SUPPLIES, AND VOCATIONAL TRAINING TO HELP THE ODUWORO VILLAGE BECOME SELF-SUFFICIENT.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt09841
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt111618
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CASH PAID FOR ITEMS IS REIMBURSED BY THE ORGANIZATION USING A CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt0100
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt119
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0SUB-SAHARAN AFRICA - ANGOLA,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1SUB-SAHARAN AFRICA - ANGOLA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0BEES, SEEDS, GARDENING TOOLS, EQUIPMENT, MOSQUITO NETS, SUPPLIES AND SCHOOL FEES.
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1EDUCATIONAL SCHOLARSHIPS PAID DIRECTLY TO EDUCATIONAL ORGANIZATION.
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt021459
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0A COMMITTEE DETERMINES THE NEEDS OF THE ODUWORO VILLAGE, REVIEWS RECEIPTS AND INVOICES FOR THE EXPENDITURES, AND COVERS EXPENSES USED ONLY FOR THE DIRECT BENEFIT OF THE VILLAGE AS PRE-DETERMINED BY THE COMMITTEE. ACTUAL INVOICES AND RECEIPTS ARE RETAINED AS PART OF THE ORGANIZATION'S ACCOUNTING RECORDS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt021459
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED DURING ONE OF THE QUARTERLY BOARD MEETINGS. IT IS ALSO AVAILABLE ON THE DISTRICT WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0435851
IRS990/TotalAssetsEOYAmt0444195
IRS990/TotalAssetsGrp/BOYAmt0435851
IRS990/TotalAssetsGrp/EOYAmt0444195
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032919
IRS990/TotalEmployeeCnt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$444,195
Liabilities
$0
Net assets
$444,195
Revenue
$66,914
Expenses
$58,570
Net income
$8,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.34$4.34$0.16$0.38$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.67$0.59$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.70$1.10$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.00$4.76$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.00$4.55$1.48