Civic Intelligence

Rotary International District 5130

990 • Fiscal year 2016 • EIN 68-0001773

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 24, 2017

Organization Profilewww.rotary5130.org
PO Box 1535Sebastopol, CA 95473

(707) 823-8282

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-2.4%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$4,200

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

91st percentile

52%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$209,598

Down $8,578 (-3.9%) from 2015

Net Assets

Down

$209,009

Down $9,167 (-4.2%) from 2015

Liabilities

Up

$589

Up $589 from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin36th percentile

Revenue

Up

$383,434

Up $131,313 (+52%) from 2015

Expenses

Up

$392,601

Up $165,653 (+73%) from 2015

Net Income

Down

-$9,167

Down $34,340 (-136%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2016

Assets$209,598
Liabilities$589
Net Assets$209,009
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

2016

Revenue$383,434
Expenses$392,601
Net Income-$9,167
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$499,778
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.

Rotary International District 5130's Exempt purpose is to encourage and foster the ideal of service as a basis of worthy enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$203,176$209,598▲ $6,422
Accounts Receivable$15,000$0▼ $15,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$218,176$209,598▼ $8,578
Other Assets Total-$0-
Liabilities
Other Liabilities-$589-
Total Liabilities$0$589▲ $589
Net Assets / Fund Balance
Unrestricted Net Assets$218,176$209,009▼ $9,167
Total Net Assets Fund Balance$218,176$209,009▼ $9,167
Total Liabilities and Net Assets / Fund Balance$218,176$209,598▼ $8,578

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,452$7,452
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara BarneyTreasurerPT$4,200$4,200
Kim McDonaldSecretaryPT$3,250$3,250

Board Members and Trustees

NameTitle
Erin DunnPresident
Wulff Reinhold SrVice President
Barbara SpanglerBoard Member
Earl MyersBoard Member
Helanie CampbellBoard Member
Kevin EisenbergBoard Member
Bob Rogers2nd VP
Revenue and Support

Revenue Composition

Contributions and Grants
$205,705
Program Service Revenue
$181,683
Investment Income
$22
Other Revenue
$-3,976
All Other Contributions
$96,405
Change in Net Assets
$-9,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,439
Grants and Similar Amounts Paid$113,712
Salaries, Compensation, and Employee Benefits$7,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,712--$113,712
Conferences and Meetings$68,126$4,645-$72,771
Travel$38,410--$38,410
All Other Expenses$6,816$1,566-$8,382
Current Officers, Directors, Trustees, and Key Employees-$7,450-$7,450
Information Technology-$6,959-$6,959
Other Expenses$4,085--$4,085
Office Expenses-$1,802-$1,802
Fees for Services Accounting-$1,390-$1,390
Advertising$751--$751
Total Functional Expenses$368,789$23,812$0$392,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
RotaplastSan Francisco, CA--$15,000
Lake Area Rotary ClubsClearlake, CA--$9,886
Rotary Foundation RI GrantsEvanston, IL--$7,483
Petaluma Sunrise RotaryPetaluma, CA--$5,056
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$116,344
Fundraising Gross Income$112,368
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
District Conference$88,604$88,604$36,039$52,565
Fnd Dinner/Other$23,764$23,764$825$22,939
Total Events$112,368$112,368$116,344$-3,976
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rotary Foundation$589
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Members are all rotarians in district 5130.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Nominating committee of last 3 past district governors, the currentdistrict governor, district governor elect, district governor nominee andthree at large members appointented by the clubs select district governor.if nomination is challenged, the members vote for district governor. Allother positions are appointed by district governor.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Changes to the by-laws are made by resolution and voted on by the memberclubs at the annual district conference or by mail ballot. In addition, thepresidents of each club approve the annual budget of the district governor.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Certain committees have been provided authority to act in a limited role.the district governor appoints the committee chair. No requirement tomaintain contemporaneous document of meetings held or actions taken.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors is provided a copy of the tax returns for approvalprior to filing.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Treasurer provided a monthly stipend to maintain district books and recordsand to complete nonprofit tax returns per discussion and approval by boardof directors. Secretary provided a monthly stipend to take board minutesand maintain district records.the organization does not compensate the organizations ceo, executivedirector or top management official.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONFERENCE, CONFLICT OF INTEREST POLICY ISINFORMAL.THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN FORMAL WHISTLEBLOWER or RETENTION AND DESTRUCTION POLICies. THE GOVERNING BODY MAY CONSIDER SUCH WRITTEN POLICies IN THE FUTURE.”

Filing and Contact Details

Filer

Filer Name
Rotary District 5130
EIN
68-0001773
Phone
7078238282
Address
PO BOX 1535, Sebastopol, CA 95473

Signing Officer

Name
Erin Dunn
Title
President 2015-2016
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
1,000

Preparer

Firm
Linkenheimer Llp
Address
187 CONCOURSE BLVD, SANTA ROSA, CA 95403-8217
Preparer
R John Jones
Phone
7075460272
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3976
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01802
IRS990/OfficeExpensesGrp/TotalAmt01802
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Youth Exchange
IRS990/OtherExpensesGrp/Desc1Rotary Youth Leadership
IRS990/OtherExpensesGrp/Desc2Rotaract
IRS990/OtherExpensesGrp/Desc3Awards
IRS990/OtherExpensesGrp/ProgramServicesAmt097661
IRS990/OtherExpensesGrp/ProgramServicesAmt135057
IRS990/OtherExpensesGrp/ProgramServicesAmt24171
IRS990/OtherExpensesGrp/ProgramServicesAmt34085
IRS990/OtherExpensesGrp/TotalAmt097661
IRS990/OtherExpensesGrp/TotalAmt135057
IRS990/OtherExpensesGrp/TotalAmt24171
IRS990/OtherExpensesGrp/TotalAmt34085
IRS990/OtherLiabilitiesGrp/EOYAmt0589
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0District Training/Seminar
IRS990/ProgramServiceRevenueGrp/Desc1Rotaract/Rotaplast spons.
IRS990/ProgramServiceRevenueGrp/Desc2Youth exchange
IRS990/ProgramServiceRevenueGrp/Desc3Youth Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2125562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2125562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326151
IRS990/ProgSrvcAccomActy2Grp/Desc0Youth Exchange: PROMOTING WORLD PEACE AND UNDERSTANDING BY SENDING HIGH SCHOOL STUDENTS TO FOREIGN COUNTRIES TO STUDY AND LIVE WITH ROTARY FAMILIES ABROAD AND HOSTING FOREIGN STUDENTS IN THE DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt097661
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0125562
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0175396
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061840
IRS990/PYInvestmentIncomeAmt020
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0160358
IRS990/PYOtherRevenueAmt06037
IRS990/PYProgramServiceRevenueAmt070668
IRS990/PYRevenuesLessExpensesAmt025173
IRS990/PYSalariesCompEmpBnftPaidAmt04750
IRS990/PYTotalExpensesAmt0226948
IRS990/PYTotalRevenueAmt0252121
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9167
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt056121
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07452
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07452
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Rotary Foundation
IRS990ScheduleD/TotalLiabilityAmt0589
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0116344
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05122
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05122
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0District Conference
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fnd Dinner/Other
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt049958
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt023029
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt072987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0112368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0112368
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036864
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036039
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0825
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01371
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01371
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09886
IRS990ScheduleI/RecipientTable/CashGrantAmt15056
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt37483
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lake Area Rotary Clubs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Petaluma Sunrise Rotary
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Rotaplast
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Rotary Foundation RI Grants
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2921
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 750353
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23317 26th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31560 Sherman Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Clearlake
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Petaluma
IRS990ScheduleI/RecipientTable/USAddress/CityNm2San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Evanston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095422
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194975
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd360201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The district receives a block grant from the Rotary Foundation to fund club projects.The clubs are required to submit a grant application for approval before starting the project. To receive the funds, the clubs must submit a final report to the District's Grants Committee that includes a summary of the completed project and receipts for all expenditures. Once the final report is accepted by the Grants Committee, the approved funds are disbursed to the clubs. When all projects are completed and final reports accepted, a final report is submitted to the Rotary Foundation and any unused funds are returned.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE ALL ROTARIANS IN DISTRICT 5130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOMINATING COMMITTEE OF LAST 3 PAST DISTRICT GOVERNORS, THE CURRENTDISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNOR NOMINEE ANDTHREE AT LARGE MEMBERS APPOINTENTED BY THE CLUBS SELECT DISTRICT GOVERNOR.IF NOMINATION IS CHALLENGED, THE MEMBERS VOTE FOR DISTRICT GOVERNOR. ALLOTHER POSITIONS ARE APPOINTED BY DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO THE BY-LAWS ARE MADE BY RESOLUTION AND VOTED ON BY THE MEMBERCLUBS AT THE ANNUAL DISTRICT CONFERENCE OR BY MAIL BALLOT. IN ADDITION, THEPRESIDENTS OF EACH CLUB APPROVE THE ANNUAL BUDGET OF THE DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN COMMITTEES HAVE BEEN PROVIDED AUTHORITY TO ACT IN A LIMITED ROLE.THE DISTRICT GOVERNOR APPOINTS THE COMMITTEE CHAIR. NO REQUIREMENT TOMAINTAIN CONTEMPORANEOUS DOCUMENT OF MEETINGS HELD OR ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURNS FOR APPROVALPRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TREASURER PROVIDED A MONTHLY STIPEND TO MAINTAIN DISTRICT BOOKS AND RECORDSAND TO COMPLETE NONPROFIT TAX RETURNS PER DISCUSSION AND APPROVAL BY BOARDOF DIRECTORS. SECRETARY PROVIDED A MONTHLY STIPEND TO TAKE BOARD MINUTESAND MAINTAIN DISTRICT RECORDS.THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATIONS CEO, EXECUTIVEDIRECTOR OR TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONFERENCE, CONFLICT OF INTEREST POLICY ISINFORMAL.THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN FORMAL WHISTLEBLOWER or RETENTION AND DESTRUCTION POLICies. THE GOVERNING BODY MAY CONSIDER SUCH WRITTEN POLICies IN THE FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process

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
$209,598
Liabilities
$589
Net assets
$209,009
Revenue
$383,434
Expenses
$392,601
Net income
-$9,167
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