Civic Intelligence

Rotary International District 5420

990EZ • Fiscal year 2024 • EIN 72-1553801

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileWWW.UTAHROTARY.COM
10337 S Otter Trail DriveSouth Jordan, UT 84009

(801) 913-2012

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

76%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$118,909

Up $33,467 (+39%) from 2023

Net Assets

Up

$115,512

Up $30,070 (+35%) from 2023

Liabilities

Up

$3,397

Up $3,397 from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin73rd percentile

Revenue

Up

$180,034

Up $77,703 (+76%) from 2023

Expenses

Down

$149,964

Down $5,848 (-3.8%) from 2023

Net Income

Up

$30,070

Up $83,551 (+156%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $167,191Liabilities 2010: $2322010Assets 2011: $99,665Liabilities 2011: $2322011Assets 2012: $89,442Liabilities 2012: $2642012Assets 2013: $102,237Liabilities 2013: $2322013Assets 2014: $108,508Liabilities 2014: $272014Assets 2015: $86,828Liabilities 2015: $0Net Assets 2015: $86,8282015Assets 2016: $84,500Liabilities 2016: $5,734Net Assets 2016: $78,7662016Assets 2017: $103,973Liabilities 2017: $5,578Net Assets 2017: $98,3952017Assets 2018: $89,244Liabilities 2018: $5,578Net Assets 2018: $83,6662018Assets 2019: $130,055Liabilities 2019: $10,578Net Assets 2019: $119,4772019Assets 2020: $91,498Liabilities 2020: $0Net Assets 2020: $91,4982020Assets 2021: $153,240Liabilities 2021: $0Net Assets 2021: $153,2402021Assets 2022: $140,752Liabilities 2022: $1,829Net Assets 2022: $138,9232022Assets 2023: $85,442Liabilities 2023: $0Net Assets 2023: $85,4422023Assets 2024: $118,909Liabilities 2024: $3,397Net Assets 2024: $115,5122024

Highlighted filing

2024

Assets$118,909
Liabilities$3,397
Net Assets$115,512
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2010: $81,782Expenses 2010: $39,005Net Income 2010: $42,7772010Revenue 2011: $48,850Expenses 2011: $116,376Net Income 2011: -$67,5262011Revenue 2012: $62,175Expenses 2012: $72,332Net Income 2012: -$10,1572012Revenue 2013: $75,359Expenses 2013: $62,532Net Income 2013: $12,8272013Revenue 2014: $50,184Expenses 2014: $43,707Net Income 2014: $6,4772014Revenue 2015: $48,348Expenses 2015: $70,000Net Income 2015: -$21,6522015Revenue 2016: $63,318Expenses 2016: $71,380Net Income 2016: -$8,0622016Revenue 2017: $55,991Expenses 2017: $36,362Net Income 2017: $19,6292017Revenue 2018: $75,341Expenses 2018: $90,070Net Income 2018: -$14,7292018Revenue 2019: $98,328Expenses 2019: $62,517Net Income 2019: $35,8112019Revenue 2020: $69,871Expenses 2020: $101,678Net Income 2020: -$31,8072020Revenue 2021: $88,752Expenses 2021: $27,010Net Income 2021: $61,7422021Revenue 2022: $154,318Expenses 2022: $168,635Net Income 2022: -$14,3172022Revenue 2023: $102,331Expenses 2023: $155,812Net Income 2023: -$53,4812023Revenue 2024: $180,034Expenses 2024: $149,964Net Income 2024: $30,0702024

Highlighted filing

2024

Revenue$180,034
Expenses$149,964
Net Income$30,070
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$180,034
Mission and Program Overview

Mission

International service club-district leadership and organization

Provide leadersehip and training for rotary clubs in our district

Program Services

DescriptionGrantsExpenses
HIGH COUNTRY PETS-$27,862
DISTRICT CONFERENCE-$7,547
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN REDDDirectorPT$0--
TODD BOYERDirectorPT$0--
ANN LOBOSTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5420
EIN
72-1553801
Phone
8019132012
Address
10337 S OTTER TRAIL DRIVE, SOUTH JORDAN, UT 84009

Signing Officer

Name
Ann Lobos
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
North Star Consulting & Tax LLC
Address
10337 S Otter Trail Drive, South Jordan, UT 84009
Preparer
Ann Lobos
Phone
8019132012
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $20646”

Other Expenses.1005

“Travel $22132”

Other Expenses.1007

“Conferences, Conventions, and Meetings $54386”

Other Expenses.1

“RYLA $16846”

Other Expenses.2

“GOVERNOR EXPENSES $13626”

Other Expenses.3

“Club cluster assemblies $12806”

Other Expenses.4

“GETS & INSTITUTE $3900”

Other Expenses.5

“DISTRICT GENERAL $3605”

Other Expenses.6

“DG EXPENSES $1408”

Other Expenses.7

“MEMBERSHIP SUPPORT $294”

Other Expenses.8

“FLAGS & PINS $220”

Other Expenses.9

“Club strategic planning $59”

Other Expenses.10

“WEBSITE $36”

Total Liabilities.1

“CREDIT CARD PAYABLE - Beginning $0 CREDIT CARD PAYABLE - Ending $3397”

Raw XML Appendix129 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANN LOBOS
IRS990EZ/BooksInCareOfDetail/PhoneNum08019132012
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010337 S OTTER TRAIL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH JORDAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0118909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0180034
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030070
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085442
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0118909
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0180034
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN REDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD BOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN LOBOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0149964
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LEADERSEHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRICT CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HIGH COUNTRY PETS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07547
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03397
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0149964
IRS990EZ/TotalProgramServiceExpensesAmt035409
IRS990EZ/TotalRevenueAmt0180034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTAHROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $20646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $22132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $54386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RYLA $16846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNOR EXPENSES $13626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB CLUSTER ASSEMBLIES $12806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GETS & INSTITUTE $3900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT GENERAL $3605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DG EXPENSES $1408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP SUPPORT $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FLAGS & PINS $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLUB STRATEGIC PLANNING $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CREDIT CARD PAYABLE - Beginning $0 CREDIT CARD PAYABLE - Ending $3397
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LOBOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5420
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0721553801
ReturnHeader/Filer/PhoneNum08019132012
ReturnHeader/Filer/USAddress/AddressLine1Txt010337 S OTTER TRAIL DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH JORDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831626841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTH STAR CONSULTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010337 S Otter Trail Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Jordan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084009
ReturnHeader/PreparerPersonGrp/PhoneNum08019132012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN LOBOS
ReturnHeader/ReturnTs02025-05-15T22:08:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,909
Liabilities
$3,397
Net assets
$115,512
Revenue
$180,034
Expenses
$149,964
Net income
$30,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$1.80$1.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.02$1.56$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$1.54$1.69$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.89$0.27$0.62
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.70$1.02$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.19$0.98$0.63$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.06$0.84$0.75$0.90$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.06$0.98$0.56$0.36$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$0.63$0.71$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.48$0.70$0.22
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.50$0.44$0.06
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.75$0.63$0.13
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.62$0.72$0.10
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.49$1.16$0.68
2010Summary only. Only limited summary data is available for this year.$1.67$0.00$0.82$0.39$0.43