Civic Intelligence

Rotary International District 5130

990 • Fiscal year 2013 • EIN 68-0001773

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

1345 Lincoln Ave No E94515
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

5th percentile

-46%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$98,133

Down $85,018 (-46%) from 2012

Net Assets

Down

$98,133

Down $85,018 (-46%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$224,892

Down $7,268 (-3.1%) from 2012

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 2011: $162,235Liabilities 2011: $0Net Assets 2011: $162,2352011Assets 2012: $183,151Liabilities 2012: $0Net Assets 2012: $183,1512012Assets 2013: $98,133Liabilities 2013: $0Net Assets 2013: $98,1332013Assets 2014: $193,003Liabilities 2014: $0Net Assets 2014: $193,0032014Assets 2015: $218,176Liabilities 2015: $0Net Assets 2015: $218,1762015Assets 2016: $209,598Liabilities 2016: $589Net Assets 2016: $209,0092016Assets 2017: $216,141Liabilities 2017: $0Net Assets 2017: $216,1412017Assets 2018: $253,991Liabilities 2018: $1,450Net Assets 2018: $252,5412018Assets 2019: $286,838Liabilities 2019: $554Net Assets 2019: $286,2842019Assets 2020: $369,645Liabilities 2020: $44,707Net Assets 2020: $324,9382020Assets 2021: $441,579Liabilities 2021: $23,086Net Assets 2021: $418,4932021Assets 2022: $464,622Liabilities 2022: $2,000Net Assets 2022: $462,6222022Assets 2023: $399,039Liabilities 2023: $587Net Assets 2023: $398,4522023Assets 2024: $358,724Liabilities 2024: $810Net Assets 2024: $357,9142024Assets 2025: $381,542Liabilities 2025: $190Net Assets 2025: $381,3522025

Highlighted filing

2013

Assets$98,133
Liabilities$0
Net Assets$98,133

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $215,3992011Expenses 2012: $232,1602012Expenses 2013: $224,8922013Revenue 2014: $287,148Expenses 2014: $192,278Net Income 2014: $94,8702014Revenue 2015: $252,121Expenses 2015: $226,948Net Income 2015: $25,1732015Revenue 2016: $383,434Expenses 2016: $392,601Net Income 2016: -$9,1672016Revenue 2017: $358,397Expenses 2017: $351,265Net Income 2017: $7,1322017Revenue 2018: $409,277Expenses 2018: $372,877Net Income 2018: $36,4002018Revenue 2019: $340,816Expenses 2019: $307,073Net Income 2019: $33,7432019Revenue 2020: $278,436Expenses 2020: $239,780Net Income 2020: $38,6562020Revenue 2021: $221,739Expenses 2021: $128,184Net Income 2021: $93,5552021Revenue 2022: $256,915Expenses 2022: $212,786Net Income 2022: $44,1292022Revenue 2023: $440,576Expenses 2023: $504,746Net Income 2023: -$64,1702023Revenue 2024: $310,525Expenses 2024: $351,063Net Income 2024: -$40,5382024Revenue 2025: $487,662Expenses 2025: $464,224Net Income 2025: $23,4382025

Highlighted filing

2013

Revenue-
Expenses$224,892
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.1
Gross Receipts
$264,350
Mission and Program Overview

Mission

Rotary international district 5130's exempt purpose is to encourage and foster the ideal of service as a basis of worthy enterprise and in particular, to encourage and foster the development of an acquaintance as an opportunity for service, encourage and promote high ethical standards in business and professions. Apply the ideal of service in each rotarian's personal, business, and community life, and advance international understanding, goodwill, and peace through a world of fellowship of business and professional men and women united in the ideal of service.

Major Activities

Activity 2
District activities and club support
Filing and Contact Details

Filer

EIN
68-0001773
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: GRANTS ARE MADE TO VARIOUS CLUBS IN THE DISTRICT. ALL CLUBS RECIEVING GRANTS ARE REQUIRED TO PREPARE AND SUBMIT A REPORT AND COPIES OF RECIEPTS TO THE DISTRICT SIMPLIFIED GRANT COMMITTEE. THE COMMITTEE REVIEWS THE REPORTS AND APPROVES THEM FOR SUBMISSION TO THE ROTARY FOUNDATION. THE ROTARY FOUNDATION REVIEWS AND APPROVES THE GRANTS. ONCE APPROVED, THE DISTRICT FUNDS THE GRANTS TO THE VARIOUS CLUBS. ALL GRANTS PER CLUB ARE LESS THAN $5,000.
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IRS990ScheduleO/GeneralExplanation/Explanation0ON DECEMBER 28, 2012, THE ORGANIZATION AMENDED THEIR BY-LAWS AND CREATED ARTICLES OF INCORPORATION TO CONVERT FROM AN UNINCORPOARATED ASSOCIATION TO AN INCORPORATED ENTITY.
IRS990ScheduleO/GeneralExplanation/Explanation1MEMBERS ARE EACH ROTARY CLUB WITHIN DISTRICT 5130
IRS990ScheduleO/GeneralExplanation/Explanation2NOMINATING COMMITTEE OF LAST 5 PAST DISTRICT GOVERNORS SELECT DISTRICT GOVERNOR. IF NOMINATION IS CHALLENGED, THE MEMBERS VOTE FOR DISTRICT GOVERNOR. ALL OTHER POSITIONS ARE APPOINTED BY DISTRICT GOVERNOR.
IRS990ScheduleO/GeneralExplanation/Explanation3CHANGES TO THE POLICY MANUAL ARE MADE BY RESOLUTION AND VOTED ON BY THE MEMBER CLUBS AT THE ANNUAL DISTRICT CONFERENCE. IN ADDITION, THE PRESIDENTS OF EACH CLUB APPROVE THE ANNUAL BUDGET OF THE DISTRICT GOVERNOR.
IRS990ScheduleO/GeneralExplanation/Explanation4CERTAIN COMMITTEES HAVE BEEN PROVIDED AUTHORITY TO ACT IN A LIMITED ROLE. THE DISTRICT GOVERNOR APPOINTS THE COMMITTEE CHAIR. NO REQUIREMENT TO MAINTAIN CONTEMPORANEOUS DOCUMENT OF MEETINGS HELD OR ACTIONS TAKEN.
IRS990ScheduleO/GeneralExplanation/Explanation5THE DISTRICT FINANCE COMMITTEE IS PROVIDED A COPY OF THE TAX RETURNS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation6TREASURER PROVIDED A MONTHLY STIPEND TO MAINTAIN DISTRICT BOOKS AND RECORDS AND TO COMPLETE NONPROFIT TAX RETURNS PER DISCUSSION AND APPROVAL BY DISTRICT FINANCE COMMITTEE
IRS990ScheduleO/GeneralExplanation/Explanation7GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONFERENCE, CONFLICT OF INTEREST POLICY IS INFORMAL.
IRS990ScheduleO/GeneralExplanation/Explanation8THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN A FORMAL CONFLICT OF INTEREST POLICY. THE GOVERNING BODY MAY CONSIDER SUCH A WRITTEN POLICY IN THE FUTURE.
IRS990ScheduleO/GeneralExplanation/Explanation9THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN A FORMAL WHISTLEBLOWER POLICY. THE GOVERNING BODY MAY CONSIDER SUCH A WRITTEN POLICY IN THE FUTURE.
IRS990ScheduleO/GeneralExplanation/Explanation10THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN A FORMAL DOCUEMENT RETENTION AND DESTRUCTION POLICY. THE GOVERNING BODY MAY CONSIDER SUCH A WRITTEN POLICY IN THE FUTURE.
IRS990ScheduleO/GeneralExplanation/Explanation11THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PAGE 6, PART VI, SECTION B, QUESITON 12A
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990, PAGE 6, PART VI, SECTION B, QUESITON 13
IRS990ScheduleO/GeneralExplanation/ReturnReference10FORM 990, PAGE 6, PART VI, SECTION B, QUESITON 14
IRS990ScheduleO/GeneralExplanation/ReturnReference11FORM 990, PAGE 6, PART VI, SECTION B, QUESITON 15A
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IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094515
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LEONARD L LABRANCHE JR
IRS990/TheBooksAreInCareOf/TelephoneNumber07079425137
IRS990/TotalAssets/BOY0183151
IRS990/TotalAssetsBOY0183151
IRS990/TotalAssets/EOY098133
IRS990/TotalAssetsEOY098133
IRS990/TotalCompGT150K00
IRS990/TotalContributions0114694
IRS990/TotalExpensesCurrentYear0224892
IRS990/TotalExpensesPriorYear0232160
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral017116
IRS990/TotalFunctionalExpenses/ProgramServices0207776
IRS990/TotalFunctionalExpenses/Total0224892
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI0900
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0183151
IRS990/TotalLiabNetAssetsFundBalances/EOY098133
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0183151
IRS990/TotalNetAssetsFundBalances/EOY098133
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue014216
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0207776
IRS990/TotalProgramServiceRevenue049950
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg05200
IRS990/TotalRevenueCurrentYear0139874
IRS990/TotalRevenue/ExclusionAmount0-38986
IRS990/TotalRevenuePriorYear0253076
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome063266
IRS990/TotalRevenue/TotalRevenueColumn0139874
IRS990/TotalRevenue/UnrelatedBusinessRevenue0900
IRS990/Travel/ManagementAndGeneral06568
IRS990/Travel/ProgramServices013424
IRS990/Travel/Total019992
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0183151
IRS990/UnrestrictedNetAssets/EOY098133
IRS990/UponRequest0X
IRS990/WebSite0WWW.ROTARY5130.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01983
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0680001773
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY DISTRICT 5130
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone07079425137
ReturnHeader/Filer/USAddress/AddressLine101345 LINCOLN AVE NO E
ReturnHeader/Filer/USAddress/City0CALISTOGA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094515
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-15
ReturnHeader/Officer/Name0MICHAEL JURIC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.81$4.88$4.64$0.23
2024Detailed filing. Detailed filing data is available for this year.$3.59$0.01$3.58$3.11$3.51$0.41
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.01$3.98$4.41$5.05$0.64
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.02$4.63$2.57$2.13$0.44
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.23$4.18$2.22$1.28$0.94
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.45$3.25$2.78$2.40$0.39
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.01$2.86$3.41$3.07$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$4.09$3.73$0.36
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$3.58$3.51$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$3.83$3.93$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.52$2.27$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.87$1.92$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$2.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$2.15