Civic Intelligence

Rotary International District 5230

990 • Fiscal year 2014 • EIN 77-0109083

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 23, 2015

Organization Profilewww.rotary5230.org
401 S Vanderhurst Avenue93930

(831) 809-0632

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$168,768

Down $36,108 (-18%) from 2013

Net Assets

Down

$131,788

Down $37,540 (-22%) from 2013

Liabilities

Up

$36,980

Up $1,432 (+4.0%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin17th percentile

Revenue

$235,306

No earlier filing loaded for comparison.

Expenses

Down

$272,846

Down $67,062 (-20%) from 2013

Net Income

-$37,540

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$400K$300K$200K$100K$0Assets 2011: $235,829Liabilities 2011: $114,538Net Assets 2011: $121,2912011Assets 2012: $243,229Liabilities 2012: $78,471Net Assets 2012: $164,7582012Assets 2013: $204,876Liabilities 2013: $35,548Net Assets 2013: $169,3282013Assets 2014: $168,768Liabilities 2014: $36,980Net Assets 2014: $131,7882014Assets 2015: $237,450Liabilities 2015: $46,799Net Assets 2015: $190,6512015Assets 2016: $242,063Liabilities 2016: $66,884Net Assets 2016: $175,1792016Assets 2017: $233,711Liabilities 2017: $77,462Net Assets 2017: $156,2492017Assets 2018: $240,272Liabilities 2018: $52,920Net Assets 2018: $187,3522018Assets 2019: $300,782Liabilities 2019: $94,441Net Assets 2019: $206,3412019Assets 2020: $257,553Liabilities 2020: $458Net Assets 2020: $257,0952020Assets 2021: $314,652Liabilities 2021: $8,949Net Assets 2021: $305,7032021Assets 2022: $340,886Liabilities 2022: $19,177Net Assets 2022: $321,7092022Assets 2023: $340,048Liabilities 2023: $39,535Net Assets 2023: $300,5132023Assets 2024: $308,756Liabilities 2024: $16,052Net Assets 2024: $292,7042024

Highlighted filing

2014

Assets$168,768
Liabilities$36,980
Net Assets$131,788
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$200K$0-$200KRevenue 2011: $362,046Expenses 2011: $364,373Net Income 2011: -$2,3272011Expenses 2012: $293,5962012Expenses 2013: $339,9082013Revenue 2014: $235,306Expenses 2014: $272,846Net Income 2014: -$37,5402014Revenue 2015: $282,259Expenses 2015: $223,396Net Income 2015: $58,8632015Revenue 2016: $296,375Expenses 2016: $266,849Net Income 2016: $29,5262016Revenue 2017: $254,706Expenses 2017: $273,636Net Income 2017: -$18,9302017Revenue 2018: $292,219Expenses 2018: $261,116Net Income 2018: $31,1032018Revenue 2019: $250,316Expenses 2019: $196,208Net Income 2019: $54,1082019Revenue 2020: $163,342Expenses 2020: $112,588Net Income 2020: $50,7542020Revenue 2021: $120,138Expenses 2021: $71,530Net Income 2021: $48,6082021Revenue 2022: $145,279Expenses 2022: $129,273Net Income 2022: $16,0062022Revenue 2023: $310,731Expenses 2023: $313,435Net Income 2023: -$2,7042023Revenue 2024: $297,528Expenses 2024: $306,155Net Income 2024: -$8,6272024

Highlighted filing

2014

Revenue$235,306
Expenses$272,846
Net Income-$37,540
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 23, 2015
Return Version
2013v4.0
Gross Receipts
$235,306
Mission and Program Overview

Mission

Organization encourages and fosters the ideal of service on a basis of worthy enterprise in the community, workplace and throughout the world in an effort to build goodwill and peace.

organization encourages and fosters the ideal of service on a basis of worthy enterprise in the community, workplace and throughout the world in an effort to build goodwill and peace. In addition, providing humanitarian service and encouraging high ethical standards in all vocations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,734$154,568▼ $43,166
Prepaid Expenses and Deferred Charges$6,082$14,200▲ $8,118
Accounts Receivable$1,060$0▼ $1,060
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-
Total Assets$204,876$168,768▼ $36,108
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$27,256$25,500▼ $1,756
Deferred Revenue$8,292$10,080▲ $1,788
Other Liabilities-$1,400-
Total Liabilities$35,548$36,980▲ $1,432
Net Assets / Fund Balance
Unrestricted Net Assets$169,328$131,788▼ $37,540
Total Net Assets Fund Balance$169,328$131,788▼ $37,540
Total Liabilities and Net Assets / Fund Balance$204,876$168,768▼ $36,108

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,357-
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Lee BlankenshipGovernor
Joe GrebmeierGovernor Elect
John BaergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,159
Program Service Revenue
$97,032
Investment Income
$115
Other Revenue
$0
All Other Contributions
$2,550
Change in Net Assets
$-37,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$105,049--$105,049
Other Expenses$11,697--$11,697
All Other Expenses$2,695$4,945-$7,640
Fees for Services Accounting-$4,100-$4,100
Advertising$3,749--$3,749
Insurance-$323-$323
Total Functional Expenses$263,478$9,368$0$272,846
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Advance Deposit$1,400
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“Rotary International District 5230 (RI) is not managed by a Board of Directors. RI is managed by a District Governor who serves for one year. The Finance Committee also participates in the Districts financial management and governance, and is comprised of the Governor, two Past District Governors appointed by the Governor, the Governor-Elect who shall chair the committee, the Governor-nominee, the Treasurer and the immediate past Treasurer. The Treasurer appointed by the Governor-Elect serves in an advisory capacity until July 1 when he/she becomes the District Treasurer. In addition to the foregoing Finance Committee, the District Governor consults as necessary or appropriate with the District Advisory Council, which is comprised of all Past District Governors who are members of Rotary Clubs within the District.”

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

“The district treasurer reviews and approves the information returns and schedules prior to filing.”

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

“Organizational documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
77-0109083
Phone
8318090632

Signing Officer

Name
Josh Ahi
Title
Treasurer
Signed
2015-03-23
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2,800

Preparer

Preparer
Fausto Hinojosa CPA CFE
Phone
5592999540
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Leadership Program - Leadership training of community-based Rotary leaders OTHER PROGRAM SERVICES 5: Rotary Projects - Contributions to community and international development”

Raw XML Appendix344 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Leadership Program - Leadership training of community-based Rotary leaders OTHER PROGRAM SERVICES 5: Rotary Projects - Contributions to community and international development
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rotary International District 5230 (RI) is not managed by a Board of Directors. RI is managed by a District Governor who serves for one year. The Finance Committee also participates in the Districts financial management and governance, and is comprised of the Governor, two Past District Governors appointed by the Governor, the Governor-Elect who shall chair the committee, the Governor-nominee, the Treasurer and the immediate past Treasurer. The Treasurer appointed by the Governor-Elect serves in an advisory capacity until July 1 when he/she becomes the District Treasurer. In addition to the foregoing Finance Committee, the District Governor consults as necessary or appropriate with the District Advisory Council, which is comprised of all Past District Governors who are members of Rotary Clubs within the District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DISTRICT TREASURER REVIEWS AND APPROVES THE INFORMATION RETURNS AND SCHEDULES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0204876
IRS990/TotalAssetsEOYAmt0168768
IRS990/TotalAssetsGrp/BOYAmt0204876
IRS990/TotalAssetsGrp/EOYAmt0168768
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0138159
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09368
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263478
IRS990/TotalFunctionalExpensesGrp/TotalAmt0272846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035548
IRS990/TotalLiabilitiesEOYAmt036980
IRS990/TotalLiabilitiesGrp/BOYAmt035548
IRS990/TotalLiabilitiesGrp/EOYAmt036980
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0169328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0131788
IRS990/TotalProgramServiceExpensesAmt0263478
IRS990/TotalProgramServiceRevenueAmt097032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt097147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235306
IRS990/TotalVolunteersCnt02800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0204876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0168768
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0169328
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0131788
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.rotary5230.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Josh Ahi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International District 5230
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770109083
ReturnHeader/Filer/PhoneNum08318090632
ReturnHeader/Filer/USAddress/AddressLine10401 S Vanderhurst Avenue
ReturnHeader/Filer/USAddress/City0King City
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Price Paige and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10677 Scott Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clovis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093612
ReturnHeader/PreparerPersonGrp/PhoneNum05592999540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fausto Hinojosa CPA CFE
ReturnHeader/ReturnTs02015-03-23T11:07:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,768
Liabilities
$36,980
Net assets
$131,788
Revenue
$235,306
Expenses
$272,846
Net income
-$37,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.16$2.93$2.98$3.06$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.40$3.01$3.11$3.13$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.19$3.22$1.45$1.29$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.09$3.06$1.20$0.72$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.57$1.63$1.13$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.94$2.06$2.50$1.96$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.53$1.87$2.92$2.61$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.77$1.56$2.55$2.74$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.67$1.75$2.96$2.67$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.47$1.91$2.82$2.23$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.37$1.32$2.35$2.73$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.36$1.69$3.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.78$1.65$2.94
2011Summary only. Only limited summary data is available for this year.$2.36$1.15$1.21$3.62$3.64$0.02