Civic Intelligence

Rotary District 5240 Charitable Foundation

990EZ • Fiscal year 2013 • EIN 77-0407204

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 20, 2013

104 W Anapamu Street No B93101
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-1137%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$35,706

Flat from 2013

Net Assets

$35,706

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Flat

$1,004

Flat from 2013

Expenses

Flat

$12,415

Flat from 2013

Net Income

Flat

-$11,411

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $41,165Net Assets 2010: $41,1652010Assets 2011: $66,326Liabilities 2011: $02011Assets 2012: $47,117Liabilities 2012: $0Net Assets 2012: $47,1172012Assets 2013: $35,706Liabilities 2013: $0Net Assets 2013: $35,7062013Assets 2013: $35,706Liabilities 2013: $02013Assets 2014: $27,918Liabilities 2014: $02014Assets 2015: $41,390Liabilities 2015: $0Net Assets 2015: $41,3902015Assets 2016: $40,406Liabilities 2016: $0Net Assets 2016: $40,4062016Assets 2017: $38,203Liabilities 2017: $02017Assets 2018: $68,296Liabilities 2018: $0Net Assets 2018: $68,2962018Assets 2019: $110,029Liabilities 2019: $0Net Assets 2019: $110,0292019Assets 2020: $78,173Liabilities 2020: $02020Assets 2021: $84,519Liabilities 2021: $02021Assets 2022: $61,622Liabilities 2022: $0Net Assets 2022: $61,6222022Assets 2023: $57,961Liabilities 2023: $02023Assets 2024: $59,266Liabilities 2024: $02024Assets 2025: $58,921Liabilities 2025: $0Net Assets 2025: $58,9212025

Highlighted filing

2013

Assets$35,706
Liabilities$0
Net Assets$35,706

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $45,623Expenses 2010: $49,872Net Income 2010: -$4,2492010Revenue 2011: $45,471Expenses 2011: $20,310Net Income 2011: $25,1612011Revenue 2012: $1,828Expenses 2012: $21,037Net Income 2012: -$19,2092012Revenue 2013: $1,004Expenses 2013: $12,415Net Income 2013: -$11,4112013Revenue 2013: $1,004Expenses 2013: $12,415Net Income 2013: -$11,4112013Revenue 2014: $4Expenses 2014: $7,792Net Income 2014: -$7,7882014Revenue 2015: $26,201Expenses 2015: $12,729Net Income 2015: $13,4722015Revenue 2016: $31Expenses 2016: $1,015Net Income 2016: -$9842016Revenue 2017: $9,774Expenses 2017: $11,977Net Income 2017: -$2,2032017Revenue 2018: $73,281Expenses 2018: $43,188Net Income 2018: $30,0932018Revenue 2019: $48,551Expenses 2019: $6,818Net Income 2019: $41,7332019Revenue 2020: $12,270Expenses 2020: $44,126Net Income 2020: -$31,8562020Revenue 2021: $6,872Expenses 2021: $526Net Income 2021: $6,3462021Revenue 2022: $36Expenses 2022: $22,933Net Income 2022: -$22,8972022Revenue 2023: $864Expenses 2023: $4,525Net Income 2023: -$3,6612023Revenue 2024: $1,329Expenses 2024: $25Net Income 2024: $1,3042024Revenue 2025: $1,213Expenses 2025: $1,558Net Income 2025: -$3452025

Highlighted filing

2013

Revenue$1,004
Expenses$12,415
Net Income-$11,411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 20, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
77-0407204
Raw XML Appendix175 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/ContributionsGiftsGrantsEtc01000
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
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IRS990EZ/ExcessOrDeficitForYear0-11411
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ERNEST GILBERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LEE CARROLL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JODY DOLAN HOLEHOUSE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3THOMAS SWAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JACK MCCLENAHAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5FRANK ORTIZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6WADE NOMURA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0SECRETARY, INTERIM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR, DG 2013-14
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR, DG 2012-13
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR, DG 2011-12
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE 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 AND THE ROTARACT MATCHING GRANT PROGRAMS. 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 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.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETOR.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
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IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10104 W ANAPAMU STREET SUITE B
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SANTA BARBARA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093101
IRS990EZ/TheBooksAreInCareOf/NamePerson0JODY DOLAN HOLEHOUSE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08059661521
IRS990EZ/TotalAssets/BOY047117
IRS990EZ/TotalAssets/EOY035706
IRS990EZ/TotalExpenses012415
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue01004
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0HTTP://WWW.ROTARYDISTRICT5240.ORG/
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year01823
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years045465
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years044730
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years014323
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0107341
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear04
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years05
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years040
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0568
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0568
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IRS990ScheduleA/InvestmentIncomePercentage00.00580
IRS990ScheduleA/PriorYearSupportPercentage00.97870
IRS990ScheduleA/PriorYrInvestIncomePercentage00.02130
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99420
IRS990ScheduleA/PublicSupportTotal5090107341
IRS990ScheduleA/SupportFromDQPsEtc/Total00
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IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years045465
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years044730
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IRS990ScheduleA/Total509/Total0107341
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year01828
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years045470
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years044770
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years014891
IRS990ScheduleA/TotalSupportTotal/Total0107963
IRS990ScheduleO/GeneralExplanation/Explanation0A.G. EDWARDS 4..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DISTRICT TRAVEL GRANTS. GRANTEE ADDRESS: 3394 BRYAN AVENUE SIMI VALLEY, CA 93063. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/13. AMOUNT GIVEN: 11,415.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: . GRANTEE NAME: ARROYO GRANDE SCHOOLS. GRANTEE ADDRESS: 602 ORCHARD STREET ARROYO GRANDE, CA 93420. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/22/12. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,415.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770407204
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY DISTRICT 5240 CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone08059661521
ReturnHeader/Filer/USAddress/AddressLine10104 W ANAPAMU STREET NO B
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093101
ReturnHeader/Officer/DateSigned02013-07-20
ReturnHeader/Officer/Name0JODY DOLAN HOLEHOUSE
ReturnHeader/Officer/Phone08059661521
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-27T22:14:35-05:00

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.$0.59$0.00$0.59$0.01$0.02$0.00
2024Summary only. Only limited summary data is available for this year.$0.59$0.00$0.01$0.00$0.01
2023Summary only. Only limited summary data is available for this year.$0.58$0.00$0.01$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.23$0.23
2021Summary only. Only limited summary data is available for this year.$0.85$0.00$0.07$0.01$0.06
2020Summary only. Only limited summary data is available for this year.$0.78$0.00$0.12$0.44$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.49$0.07$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.73$0.43$0.30
2017Summary only. Only limited summary data is available for this year.$0.38$0.00$0.10$0.12$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.26$0.13$0.13
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.00$0.08$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.01$0.12$0.11
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.01$0.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.02$0.21$0.19
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.45$0.20$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.46$0.50$0.04