Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2010 • EIN 77-0407204
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$41,165
No earlier filing loaded for comparison.
Net Assets
$41,165
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue
$45,623
No earlier filing loaded for comparison.
Expenses
$49,872
No earlier filing loaded for comparison.
Net Income
-$4,249
No earlier filing loaded for comparison.
The mission of the foundation is to provide a qualified charitable organization to support individual rotary clubs of district 5240, manage the funds for the district 5240 travel grants program, the rotaract matching grant programs and other program of the district. These programs include, but are not limited to, education, scholarship, community events, parks and recreation events, youth programs, senior citizen programs, programs for mentally and physically disadvantaged people and other health and humanitarian needs. This foundation supports the mission of the rotary foundation: the mission of the rotary foundation is to enable rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty. The rotary foundation is a charitable, not-for-profit corporation that is supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.
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/ActivitiesNotPreviouslyRpt | 0 | false |
| IRS990EZ/CashSavingsAndInvestments/BOY | 0 | 45414 |
| IRS990EZ/CashSavingsAndInvestments/EOY | 0 | 41165 |
| IRS990EZ/ContributionsGiftsGrantsEtc | 0 | 45583 |
| IRS990EZ/CostOfGoodsSold | 0 | 0 |
| IRS990EZ/CostOtherBasisAndSalesExpenses | 0 | 0 |
| IRS990EZ/DidOrgFileForm1120POLThisYear | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTrans | 0 | false |
| IRS990EZ/EngageInLobbyingActivities | 0 | false |
| IRS990EZ/EngagePoliticalCmpgnActivities | 0 | false |
| IRS990EZ/ExcessOrDeficitForYear | 0 | -4249 |
| IRS990EZ/ForeignFinancialAccount | 0 | false |
| IRS990EZ/ForeignOffice | 0 | false |
| IRS990EZ/GrantsAndSimilarAmountsPaid | 0 | 49159 |
| IRS990EZ/GrossReceipts | 0 | 45623 |
| IRS990EZ/GrossReceiptsForPublicUse | 0 | 0 |
| IRS990EZ/InitiationFeesAndCapitalContri | 0 | 0 |
| IRS990EZ/InvestmentIncome | 0 | 40 |
| IRS990EZ/MadeChangesToOrgnzngEtcDoc | 0 | false |
| IRS990EZ/MadeLoansToFromOfficers | 0 | false |
| IRS990EZ/MaintainAnyDonorAdvisedFunds | 0 | false |
| IRS990EZ/MethodOfAccountingCash | 0 | X |
| IRS990EZ/NetAssetsOrFundBalances/BOY | 0 | 45414 |
| IRS990EZ/NetAssetsOrFundBalancesBOY | 0 | 45414 |
| IRS990EZ/NetAssetsOrFundBalances/EOY | 0 | 41165 |
| IRS990EZ/NetAssetsOrFundBalancesEOY | 0 | 41165 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 0 | ROTARY CLUB OF VTA PO BOX 2100 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 1 | 5891 Via Fiore |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 2 | MARRIOTT ON MCMURRAY ROAD |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 3 | 1071 Vallecito Road |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 4 | 1398 WARREN ROAD |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 5 | 200 E SANTA CLARA ST STE 200 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1 | 6 | 5284 ADOLPHO RD STE 100 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 0 | VENTURA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 1 | Goleta |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 2 | BUELTON |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 3 | CARPINTERIA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 4 | CAMBRIA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 5 | VENTURA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City | 6 | CAMARILLO |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 0 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 1 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 2 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 3 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 4 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 5 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State | 6 | CA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 0 | 93002 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 1 | 93117 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 2 | 93464 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 3 | 93013 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 4 | 93428 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 5 | 93001 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode | 6 | 93012 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 0 | ANDY SOTER |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 1 | LUZ MARIA ORTIZ |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 2 | DEEPA WILLINGHAM |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 3 | WADE NOMURA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 4 | NANCY CARR |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 5 | KATHY SCROGGS |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 6 | ERNIE GILBERT |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 5 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 6 | President |
| IRS990EZ/OperatingSchool | 0 | false |
| IRS990EZ/Organization501c | 0 | X |
| IRS990EZ/OrganizationDissolvedEtc | 0 | false |
| IRS990EZ/OrganizationHadUBI | 0 | false |
| IRS990EZ/OtherExpensesTotal | 0 | 713 |
| IRS990EZ/PartVIAHghstPaidCntrctProfSer | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHighestPaidEmpl | 0 | NONE |
| IRS990EZ/PrimaryExemptPurpose | 0 | TO BENEFIT CHARITABLE PROGRAMS, INCLUDING, BUT NOT LIMITED TO, EDUCATION SCHOLARSHIPS, COMMUNITY EVENTS, PARKS AND RECREATION EVENTS, YOUTH PROGRAMS, SENIOR CITIZEN PROGRAMS, PROGRAMS FOR MENTALLY AND PHYSICALLY DISADVANTAGED PEOPLE, AND OTHER HEALTH AND HUMANITY NEEDS. THE DISTRICT 5140 CHARITABLE FOUNDATION SUPPORTS THE MISSION OF THE ROTARY FOUNDATION: The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.The Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world. |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 0 | FUNDS RECEIVED ON BEHALF OF THE ROTARY FOUNDATION DONOR-ADVISED POLIO PLUS FUND. |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 1 | DISTRICT TRAVEL GRANTS PAID TO REIMBURSE COSTS FOR INTERNATIONAL PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING, AND OTHER REASONABLE COSTS SUCH AS TRANSLATOR/INTERPRETER; DISTRICT FUNDS MATCHED DOLLAR FOR DOLLAR TO CLUB FUNDS; |
| IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom | 2 | CHARITABLE CONTRIBUTIONS RECEIVED FROM ROTARY CLUBS IN ROTARY DISTRICT 5240 TO PASS THROUGH TO THE ROTARY FOUNDATION DONOR-ADVISED FUND FOR HAITI RELIEF. |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 0 | 200 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 1 | 14225 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 2 | 34734 |
| IRS990EZ/ProhibitedTaxShelterTrans | 0 | false |
| IRS990EZ/RelatedOrgControlledEntity | 0 | false |
| IRS990EZ/RelatedOrgSection527Org | 0 | false |
| IRS990EZ/SpecialEventsDirectExpenses | 0 | 0 |
| IRS990EZ/SpecialEventsGrossRevenue | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLoss | 0 | 0 |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 104 W Anapamu Street Suite B |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/City | 0 | Santa Barbara |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/State | 0 | CA |
| IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 93101 |
| IRS990EZ/TheBooksAreInCareOf/NamePerson | 0 | Jody Dolan Holehouse CPA |
| IRS990EZ/TheBooksAreInCareOf/TelephoneNumber | 0 | 8059661521 |
| IRS990EZ/TotalAssets/BOY | 0 | 45414 |
| IRS990EZ/TotalAssets/EOY | 0 | 41165 |
| IRS990EZ/TotalExpenses | 0 | 49872 |
| IRS990EZ/TotalRevenue | 0 | 45623 |
| IRS990EZ/TrnsfrsExemptNonCharRelatedOrg | 0 | false |
| IRS990EZ/WebSite | 0 | N/A |
| IRS990ScheduleA/AmtsFromSubstContributors/Total | 0 | 0 |
| IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear | 0 | 44730 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year | 0 | 14323 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years | 0 | 9542 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years | 0 | 22693 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years | 0 | 20914 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/Total | 0 | 112202 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear | 0 | 40 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year | 0 | 568 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years | 0 | 1905 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years | 0 | 2240 |
| IRS990ScheduleA/GrossInvestmentIncome509/Total | 0 | 4753 |
| IRS990ScheduleA/GrossReceiptsFromAdmissions/Total | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsFromNonUBI/Total | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear | 0 | 40 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year | 0 | 568 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years | 0 | 1905 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years | 0 | 2240 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/Total | 0 | 4753 |
| IRS990ScheduleA/InvestmentIncomePercentage | 0 | 0.04060 |
| IRS990ScheduleA/NetIncomeFromOtherUBI/Total | 0 | 0 |
| IRS990ScheduleA/OtherIncome509/Total | 0 | 0 |
| IRS990ScheduleA/Post1975UBTI/Total | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2 | 0 | X |
| IRS990ScheduleA/PublicSupportPercentage509 | 0 | 0.95940 |
| IRS990ScheduleA/PublicSupportTotal509 | 0 | 112202 |
| IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total | 0 | 0 |
| IRS990ScheduleA/ThirtyThreePercntTestsCY509 | 0 | X |
| IRS990ScheduleA/Total509/CurrentTaxYear | 0 | 44730 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year | 0 | 14323 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years | 0 | 9542 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years | 0 | 22693 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years | 0 | 20914 |
| IRS990ScheduleA/Total509/Total | 0 | 112202 |
| IRS990ScheduleA/TotalSupportTotal/Total | 0 | 116955 |
| IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total | 0 | 0 |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 770407204 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | ROTARY DISTRICT 5240 CHARITABLE |
| ReturnHeader/Filer/Name/BusinessNameLine2 | 0 | FOUNDATION |
| ReturnHeader/Filer/NameControl | 0 | ROTA |
| ReturnHeader/Filer/Phone | 0 | 8059661521 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 104 W Anapamu Street |
| ReturnHeader/Filer/USAddress/City | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 93101 |
| ReturnHeader/Officer/DateSigned | 0 | 2011-02-12 |
| ReturnHeader/Officer/Name | 0 | KATHY J SCROGGS CPA |
| ReturnHeader/Officer/Title | 0 | PAST TREASURER |
| ReturnHeader/ReturnType | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2009-07-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2010-06-30 |
| ReturnHeader/TaxYear | 0 | 2009 |
| ReturnHeader/Timestamp | 0 | 2011-02-15T09:28:14-08:00 |
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Displayed year
2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.