Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Rotary International District 5130
990 • Fiscal year 2021 • EIN 68-0001773
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 1.9% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Up$441,579
Up $71,934 (+19%) from 2020
Net Assets
Up$418,493
Up $93,555 (+29%) from 2020
Liabilities
Down$23,086
Down $21,621 (-48%) from 2020
Revenue And Expenses
Revenue
Down$221,739
Down $56,697 (-20%) from 2020
Expenses
Down$128,184
Down $111,596 (-47%) from 2020
Net Income
Up$93,555
Up $54,899 (+142%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Mar 30, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $242,766
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $369,645 | $441,579 | ▲ $71,934 |
| Total Assets | $369,645 | $441,579 | ▲ $71,934 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $44,707 | $23,086 | ▼ $21,621 |
| Total Liabilities | $44,707 | $23,086 | ▼ $21,621 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $324,938 | $418,493 | ▲ $93,555 |
| Total Net Assets Fund Balance | $324,938 | $418,493 | ▲ $93,555 |
| Total Liabilities and Net Assets / Fund Balance | $369,645 | $441,579 | ▲ $71,934 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | - | $7,452 | $7,452 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Ashliegh Diehl | Treasurer | PT | $4,200 | $4,200 |
| Mary Crumley | Secretary | - | $3,000 | $3,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Brad Mettam | Board Member |
| Jim Grady | Board Member |
| Katie Anderson | Board Member |
| Doug Johnson | Governor |
| Dustin Littlefield | Governor Ele |
| Jennifer Strong | Governor Nom |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $207,810
- Program Service Revenue
- $12,988
- Investment Income
- $78
- Other Revenue
- $863
- All Other Contributions
- $125,020
- Change in Net Assets
- $93,555
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $71,920 |
| Other Expenses | $49,064 |
| Salaries, Compensation, and Employee Benefits | $7,200 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $71,920 | - | - | $71,920 |
| Information Technology | - | $9,174 | - | $9,174 |
| Current Officers, Directors, Trustees, and Key Employees | - | $7,200 | - | $7,200 |
| Conferences and Meetings | $1,641 | $3,009 | - | $4,650 |
| Insurance | - | $4,200 | - | $4,200 |
| All Other Expenses | $2,806 | $798 | - | $3,604 |
| Travel | $3,076 | - | - | $3,076 |
| Other Expenses | $1,791 | - | - | $1,791 |
| Fees for Services Accounting | - | $1,000 | - | $1,000 |
| Office Expenses | - | $285 | - | $285 |
| Total Functional Expenses | $102,518 | $25,666 | $0 | $128,184 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $21,890 |
| Fundraising Direct Expenses | $21,027 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| District Confer | $21,890 | $21,890 | $21,027 | $863 |
| Total Events | $21,890 | $21,890 | $21,027 | $863 |
Political and Lobbying Activity
- Political campaign activity
- No
- In-house lobbying only
- No
- Subject to proxy tax
- Yes
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Backup withholding compliance
- No
- Business relationship with 35% controlled entity
- 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 governer 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 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 distict 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 converence, conflict of interest policy is informal. The organization currently does not maintain a 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
- Doug Johnson
- Title
- Governor
- Phone
- 7078238282
- Signed
- 2022-03-30
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Doug Johnson
- Formed
- 1983
- Legal Domicile
- CA
- Voting Board Members
- 6
- Independent Board Members
- 6
- 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”
Raw XML Appendix356 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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| IRS990/RevenueAmt | 0 | 12988 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 7452 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 7452 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21027 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | DISTRICT CONFER |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 21890 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 21890 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 21890 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 21890 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 863 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 21027 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 21027 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER DISTRICT ACTIVITIES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBERS ARE ALL ROTARIANS IN DISTRICT 5130. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NOMINATING COMMITTEE OF LAST 3 PAST DISTRICT GOVERNORS, THE CURRENT DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNER 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/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE TAX RETURNS FOR APPROVAL PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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 DISTICT RECORDS. THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST, FINANCIAL STATEMENTS ARE PRESENTED AT THE ANNUAL DISTRICT CONVERENCE, CONFLICT OF INTEREST POLICY IS INFORMAL. THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN A FORMAL WHISTLEBLOWER OR RETENTION AND DESTRUCTION POLICIES. THE GOVERNING BODY MAY CONSIDER SUCH WRITTEN POLICIES IN THE FUTURE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | true |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 369645 |
| IRS990/TotalAssetsEOYAmt | 0 | 441579 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 369645 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 441579 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 207810 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 25666 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 102518 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 128184 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 44707 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 23086 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 44707 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 23086 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 324938 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 418493 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 4717 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 102518 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 12988 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 7200 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 941 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 12988 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 221739 |
| IRS990/TotalVolunteersCnt | 0 | 1000 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 369645 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 441579 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 3076 |
| IRS990/TravelGrp/TotalAmt | 0 | 3076 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1315 FOURTH STREET |
| IRS990/USAddress/CityNm | 0 | EUREKA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 95501 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.ROTARY5130.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DOUG JOHNSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | GOVERNOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7078238282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-03-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY DISTRICT 5130 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 680001773 |
| ReturnHeader/Filer/PhoneNum | 0 | 7074760674 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1315 FOURTH STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | EUREKA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95501 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 941354985 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LINKENHEIMER LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 187 CONCOURSE BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA ROSA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 954030968 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7075460272 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-03-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | R JOHN JONES |
| ReturnHeader/ReturnTs | 0 | 2022-04-21T10:07:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DOUG |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JOHNSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $441,579
- Liabilities
- $23,086
- Net assets
- $418,493
- Revenue
- $221,739
- Expenses
- $128,184
- Net income
- $93,555