Civic Intelligence

Rotary International District 5130

990 • Fiscal year 2018 • EIN 68-0001773

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 20, 2019

1315 Fourth StreetEureka, CA 95501

(707) 476-0674

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

56th percentile

8.9%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$4,200

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$253,991

Up $37,850 (+18%) from 2017

Net Assets

Up

$252,541

Up $36,400 (+17%) from 2017

Liabilities

Up

$1,450

Up $1,450 from 2017

Revenue

Up

$409,277

Up $50,880 (+14%) from 2017

Expenses

Up

$372,877

Up $21,612 (+6.2%) from 2017

Net Income

Up

$36,400

Up $29,268 (+410%) from 2017

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

2018

Assets$253,991
Liabilities$1,450
Net Assets$252,541

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

2018

Revenue$409,277
Expenses$372,877
Net Income$36,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 20, 2019
Return Version
2017v2.3
Gross Receipts
$506,135
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$216,141$253,991▲ $37,850
Total Assets$216,141$253,991▲ $37,850
Liabilities
Accounts Payable and Accrued Expenses-$1,450-
Total Liabilities$0$1,450▲ $1,450
Net Assets / Fund Balance
Unrestricted Net Assets$216,141$252,541▲ $36,400
Total Net Assets Fund Balance$216,141$252,541▲ $36,400
Total Liabilities and Net Assets / Fund Balance$216,141$253,991▲ $37,850

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,452$7,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara BarneyTreasurerPT$4,200$4,200
Kim McdonaldSecretaryPT$3,000$3,000

Board Members and Trustees

NameTitle
Bob RogersPresident
Erin DunnBoard Member
Jennifer StrongBoard Member
Ross RowleyBoard Member
Wulff Reinhold SrBoard Member
Kathy Flamson2nd VP
Barbara SpanglerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$222,877
Program Service Revenue
$180,683
Investment Income
$29
Other Revenue
$5,688
All Other Contributions
$117,851
Change in Net Assets
$36,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,905
Grants and Similar Amounts Paid$71,772
Salaries, Compensation, and Employee Benefits$7,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,772--$71,772
Conferences and Meetings$56,209$1,686-$57,895
Travel$13,621--$13,621
Current Officers, Directors, Trustees, and Key Employees-$7,200-$7,200
Information Technology-$7,094-$7,094
Insurance-$4,313-$4,313
All Other Expenses$3,527$482-$4,009
Other Expenses$2,205--$2,205
Office Expenses-$1,902-$1,902
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$349,200$23,677$0$372,877
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,546
Fundraising Direct Expenses$96,858
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fdn Dinner$16,015$16,015-$16,015
Fire Relief$12,972$12,972-$12,972
Total Events$102,546$102,546$96,858$5,688
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 6

Members are all rotarians in district 5130.

Form 990, Page 6, Part VI, Line 7A

Nominating committee of last 3 past district governors, the current district governor, district governor elect, district governor nominee and three at large members appointented by the clubs select district governor. If nomination is challenged, the members vote for district governor. All other positions are appointed by district governor.

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 8B

Certain 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.

Form 990, Page 6, Part VI, Line 11B

The board of directors is provided a copy of the tax returns for approval prior to filing.

Form 990, Page 6, Part VI, Line 15B

Treasurer provided a monthly stipend to maintain district books and records and to complete nonprofit tax returns per discussion and approval by board of directors. Secretary provided a monthly stipend to take board minutes and maintain district records. The organization does not compensate the organization's ceo, executive director or top management official.

Form 990, Page 6, Part VI, Line 19

Governing documents are provided upon request, financial statements are presented at the annual district conference, conflict of interest policy is informal. 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
7074760674
Address
1315 FOURTH STREET, EUREKA, CA 95501

Signing Officer

Name
Bob Rogers
Title
President
Phone
7078238282
Signed
2019-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Rogers
Formed
1983
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
1,000

Preparer

Firm
Linkenheimer Llp
Address
187 CONCOURSE BLVD, SANTA ROSA, CA 95403-0968
Preparer
R John Jones
Phone
7075460272
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4D

Other district activities

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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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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04980
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt031473
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012972
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016015
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER DISTRICT ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE ALL ROTARIANS IN DISTRICT 5130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOMINATING COMMITTEE OF LAST 3 PAST DISTRICT GOVERNORS, THE CURRENT DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNOR NOMINEE AND THREE AT LARGE MEMBERS APPOINTENTED BY THE CLUBS SELECT DISTRICT GOVERNOR. IF NOMINATION IS CHALLENGED, THE MEMBERS VOTE FOR DISTRICT GOVERNOR. ALL OTHER POSITIONS ARE APPOINTED BY DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGES TO THE BY-LAWS ARE MADE BY RESOLUTION AND VOTED ON BY THE MEMBER CLUBS AT THE ANNUAL DISTRICT CONFERENCE OR BY MAIL BALLOT. IN ADDITION, THE PRESIDENTS OF EACH CLUB APPROVE THE ANNUAL BUDGET OF THE DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CERTAIN 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/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURNS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TREASURER PROVIDED A MONTHLY STIPEND TO MAINTAIN DISTRICT BOOKS AND RECORDS AND TO COMPLETE NONPROFIT TAX RETURNS PER DISCUSSION AND APPROVAL BY BOARD OF DIRECTORS. SECRETARY PROVIDED A MONTHLY STIPEND TO TAKE BOARD MINUTES AND MAINTAIN DISTRICT RECORDS. THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONFERENCE, CONFLICT OF INTEREST POLICY IS INFORMAL. 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 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0180683
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IRS990/TravelGrp/TotalAmt013621
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078238282
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5130
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680001773
ReturnHeader/Filer/PhoneNum07074760674
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.23.193.77
ReturnHeader/FilingSecurityInformation/IPDt02019-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:01:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941354985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINKENHEIMER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 CONCOURSE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954030968
ReturnHeader/PreparerPersonGrp/PhoneNum07075460272
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R JOHN JONES
ReturnHeader/ReturnTs02019-03-22T12:01:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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