Civic Intelligence

Rotary District 5330 Foundation

990EZ • Fiscal year 2017 • EIN 33-0234683

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Flat

$434,073

Flat from 2016

Net Assets

Flat

$434,073

Flat from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $434,0732016Assets 2017: $434,073Net Assets 2017: $434,0732017

Highlighted filing

2017

Assets$434,073
Liabilities-
Net Assets$434,073

Operations Trend

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

Latest loaded filing

2016

Revenue$15,942
Expenses$37,814
Net Income-$21,872
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
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
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.--
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.--
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT DUISTERMARSPresident-$0--
MANZOOR MASSEYVice President-$0--
RUDY WESTERVELTDirector-$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
51518
Phone
9094994746
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Cheri Coffey
Phone
9098445179
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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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Filings