Civic Intelligence

Rotary District 5330 Foundation

990EZ • Fiscal year 2016 • EIN 33-0234683

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

Organization ProfileN/A
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

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

4th percentile

-137%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$434,073

Down $10,122 (-2.3%) from 2015

Net Assets

Down

$434,073

Down $10,122 (-2.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$15,942

Down $50,972 (-76%) from 2015

Expenses

Down

$37,814

Down $20,756 (-35%) from 2015

Net Income

Down

-$21,872

Down $30,216 (-362%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$434,073
Liabilities-
Net Assets$434,073
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$15,942
Expenses$37,814
Net Income-$21,872
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
$49,288
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 the district no 5330 which will benefit disaster relief, humanitarianm health and hunger issues

Program Services

DescriptionGrantsExpenses
ROTARY FRIENDS ALLOWS LOCAL CLUBS TO APPLY FOR GRANTS WHICH WILL BE USED TO ASSIST LOCAL YOUTH GROUPS IN PARTICIPATING IN EVENTS SPECIFICALLY GEARED TOWARD INTERACTION WITH SENIORS OR HANDICAPPED CITIZENS.$20,000-
THE ORIGANIZATON PROVIDES GRANTS AND SERVICES TO REGIONS SUFFERING FROM HUMANITARIAN, HEALTH AND HUNGER ISSUES. IN 2015/2016 THE ORGANIZATION PROVIDED FUNDS AND SERVICES TO ORDUORO, UGANDA TO AID IN SELF-SUFFICIENCY.$11,456-
PROVIDE FUNDS TO THE DISTRICT 5330 ROTARY PEACE CONFERENCE WHICH SUPPORTS THE ACTIVITIES OF BRINGING SOLUTIONS FOR PEACE TO OUR LOCAL COMMUNITIES THROUGH EDUCATIONAL PROGRAMS$500-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUDY WESTERVELTPresident-$0--
ROBERT DUISTERMARSVice President-$0--
MANZOOR MASSEYDirector-$0--
RICARDO LORETTADirector-$0--
JOE RAMOSDirector-$0--
BARRY VALDEZDirector-$0--
ALLEN ORRDirector-$0--
RICH DELL'ACQUADirector-$0--
JAMIL DADADirector-$0--
PHIL SAVAGEVice President-$0--
JAMIE ZINNCFO/Treasurer-$0--
NEAL DEWINGVice President-$0--
ANNE MARIE DUNCANVice President-$0--
JACK KNIGHTDirector-$0--
DAN GOODRICHDirector-$0--
MELANIE SMITH RICEDirector-$0--
BETH SANDERSDirector-$0--
RICHARD LEMIRESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5330 Foundation
EIN
33-0234683
Phone
9093379990
Address
PO BOX 2662, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Jamie M Zinn - Treasurer
Title
113016
Signed
2016-11-30
Discuss with paid preparer
Yes

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-EZ, Part I, Line 10, Grants Paid

“Activity CONTRIBUTION/GRANT, Grantee ODUWORO VILLAGE ODUWORO VILLAGE ODUWORO Uganda, Cash Grant 11,456, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity CONTRIBUTION/GRANT, Grantee ROTARY FRIENDS PO BOX 2662 LAKE ARROWHEAD CA 92352, Cash Grant 20,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 50”

Form 990-EZ, Part I, Line 16, Other Expenses

“Filing Fees 25”

Form 990-EZ, Part I, Line 16, Other Expenses

“Investment Fees 4,022”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Services Fees 1,301”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 460”

Form 990-EZ, Part I, Line 20, Net Assets

“Adjustment from prior year 11,750”

Raw XML Appendix213 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUDY WESTERVELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT DUISTERMARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANZOOR MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICARDO LORETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRY VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALLEN ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICH DELL'ACQUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMIL DADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PHIL SAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JAMIE ZINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NEAL DEWING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANNE MARIE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JACK KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14DAN GOODRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15MELANIE SMITH RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16BETH SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17RICHARD LEMIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CFO/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011750
IRS990EZ/OtherExpensesTotalAmt05858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO COORDINATE CHARITABLE ACTIVITIES WITHIN THE DISTRICT NO 5330 WHICH WILL BENEFIT DISASTER RELIEF, HUMANITARIANM HEALTH AND HUNGER ISSUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORIGANIZATON PROVIDES GRANTS AND SERVICES TO REGIONS SUFFERING FROM HUMANITARIAN, HEALTH AND HUNGER ISSUES. IN 2015/2016 THE ORGANIZATION PROVIDED FUNDS AND SERVICES TO ORDUORO, UGANDA TO AID IN SELF-SUFFICIENCY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY FRIENDS ALLOWS LOCAL CLUBS TO APPLY FOR GRANTS WHICH WILL BE USED TO ASSIST LOCAL YOUTH GROUPS IN PARTICIPATING IN EVENTS SPECIFICALLY GEARED TOWARD INTERACTION WITH SENIORS OR HANDICAPPED CITIZENS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDS TO THE DISTRICT 5330 ROTARY PEACE CONFERENCE WHICH SUPPORTS THE ACTIVITIES OF BRINGING SOLUTIONS FOR PEACE TO OUR LOCAL COMMUNITIES THROUGH EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt014782
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt015942
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0196823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08214
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052966
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0196823
IRS990ScheduleA/TotalSupportAmt0301626
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CONTRIBUTION/GRANT, Grantee ODUWORO VILLAGE ODUWORO VILLAGE ODUWORO Uganda, Cash Grant 11,456, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CONTRIBUTION/GRANT, Grantee ROTARY FRIENDS PO BOX 2662 LAKE ARROWHEAD CA 92352, Cash Grant 20,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Filing Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Investment Fees 4,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Services Fees 1,301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees 460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADJUSTMENT FROM PRIOR YEAR 11,750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE M ZINN - TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0113016
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5330 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330234683
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/ReturnTs02017-05-15T05:25:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,073
Liabilities
-
Net assets
$434,073
Revenue
$15,942
Expenses
$37,814
Net income
-$21,872
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