Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2013 • EIN 77-0407204
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
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
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 | 0 |
| IRS990EZ/AmountOfTaxImposedOnOrgMgr | 0 | 0 |
| IRS990EZ/AmountOfTaxReimbursedByOrg | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestments/BOY | 0 | 47117 |
| IRS990EZ/CashSavingsAndInvestments/EOY | 0 | 35706 |
| IRS990EZ/ContributionsGiftsGrantsEtc | 0 | 1000 |
| IRS990EZ/DirectIndirectPoliticalExpend | 0 | 0 |
| IRS990EZ/DoesOrgHaveHospital | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTrans | 0 | 0 |
| IRS990EZ/EngageInLobbyingActivities | 0 | 0 |
| IRS990EZ/EngagePoliticalCmpgnActivities | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYear | 0 | -11411 |
| IRS990EZ/FiledScheduleA | 0 | 1 |
| IRS990EZ/ForeignFinancialAccount | 0 | 0 |
| IRS990EZ/ForeignOffice | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaid | 0 | 12415 |
| IRS990EZ/GrossReceipts | 0 | 1004 |
| IRS990EZ/InfoInScheduleOPartI | 0 | X |
| IRS990EZ/InfoInScheduleOPartIII | 0 | X |
| IRS990EZ/InfoInScheduleOPartV | 0 | X |
| IRS990EZ/InvestmentIncome | 0 | 4 |
| IRS990EZ/MadeChangesToOrgnzngEtcDoc | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficers | 0 | 0 |
| IRS990EZ/MaintainAnyDonorAdvisedFunds | 0 | 0 |
| IRS990EZ/MethodOfAccountingCash | 0 | X |
| IRS990EZ/NetAssetsOrFundBalances/BOY | 0 | 47117 |
| IRS990EZ/NetAssetsOrFundBalancesBOY | 0 | 47117 |
| IRS990EZ/NetAssetsOrFundBalances/EOY | 0 | 35706 |
| IRS990EZ/NetAssetsOrFundBalancesEOY | 0 | 35706 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition | 6 | 1.00 |
| 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/ContriToEmplBenefitPlansEtc | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 0 | ERNEST GILBERT |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 1 | LEE CARROLL |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 2 | JODY DOLAN HOLEHOUSE |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 3 | THOMAS SWAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 4 | JACK MCCLENAHAN |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 5 | FRANK ORTIZ |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName | 6 | WADE NOMURA |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 0 | SECRETARY, INTERIM |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 3 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 4 | DIRECTOR, DG 2013-14 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 5 | DIRECTOR, DG 2012-13 |
| IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title | 6 | DIRECTOR, DG 2011-12 |
| IRS990EZ/OperatingSchool | 0 | 0 |
| IRS990EZ/Organization501c3 | 0 | X |
| IRS990EZ/OrganizationDissolvedEtc | 0 | 0 |
| IRS990EZ/OrganizationHadUBI | 0 | 0 |
| IRS990EZ/OtherAssetsTotal/BOY | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssets | 0 | 0 |
| IRS990EZ/PartVIAHghstPaidCntrctProfSer | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHighestPaidEmpl | 0 | NONE |
| IRS990EZ/PrimaryExemptPurpose | 0 | 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 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/DescriptionProgramServiceAccom | 0 | GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETOR. |
| IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations | 0 | 0 |
| IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990EZ/RelatedOrgControlledEntity | 0 | 0 |
| IRS990EZ/ScheduleBNotRequired | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFiled | 0 | CA |
| IRS990EZ/SubjectToProxyTax | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilities/BOY | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilities/EOY | 0 | 0 |
| IRS990EZ/TanningServicesProvided | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911 | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912 | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955 | 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 |
| IRS990EZ/TheBooksAreInCareOf/TelephoneNumber | 0 | 8059661521 |
| IRS990EZ/TotalAssets/BOY | 0 | 47117 |
| IRS990EZ/TotalAssets/EOY | 0 | 35706 |
| IRS990EZ/TotalExpenses | 0 | 12415 |
| IRS990EZ/TotalProgramServiceExpenses | 0 | 0 |
| IRS990EZ/TotalRevenue | 0 | 1004 |
| IRS990EZ/TrnsfrsExemptNonCharRelatedOrg | 0 | 0 |
| IRS990EZ/WebSite | 0 | HTTP://WWW.ROTARYDISTRICT5240.ORG/ |
| IRS990ScheduleA/AmtsFromSubstContributors/Total | 0 | 0 |
| IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year | 0 | 1823 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years | 0 | 45465 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years | 0 | 44730 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years | 0 | 14323 |
| IRS990ScheduleA/GiftsGrantsContribReceived509/Total | 0 | 107341 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years | 0 | 5 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years | 0 | 40 |
| IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years | 0 | 568 |
| IRS990ScheduleA/GrossInvestmentIncome509/Total | 0 | 622 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year | 0 | 5 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years | 0 | 5 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years | 0 | 40 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years | 0 | 568 |
| IRS990ScheduleA/InvestmentIncomeAndUBTI/Total | 0 | 622 |
| IRS990ScheduleA/InvestmentIncomePercentage | 0 | 0.00580 |
| IRS990ScheduleA/PriorYearSupportPercentage | 0 | 0.97870 |
| IRS990ScheduleA/PriorYrInvestIncomePercentage | 0 | 0.02130 |
| IRS990ScheduleA/PubliclySupportedOrg509a2 | 0 | X |
| IRS990ScheduleA/PublicSupportPercentage509 | 0 | 0.99420 |
| IRS990ScheduleA/PublicSupportTotal509 | 0 | 107341 |
| IRS990ScheduleA/SupportFromDQPsEtc/Total | 0 | 0 |
| IRS990ScheduleA/ThirtyThreePercntTestsCY509 | 0 | X |
| IRS990ScheduleA/Total509/CurrentTaxYear | 0 | 1000 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year | 0 | 1823 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years | 0 | 45465 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years | 0 | 44730 |
| IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years | 0 | 14323 |
| IRS990ScheduleA/Total509/Total | 0 | 107341 |
| IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear | 0 | 1004 |
| IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year | 0 | 1828 |
| IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years | 0 | 45470 |
| IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years | 0 | 44770 |
| IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years | 0 | 14891 |
| IRS990ScheduleA/TotalSupportTotal/Total | 0 | 107963 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | A.G. EDWARDS 4.. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | ACTIVITY 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/Explanation | 2 | ACTIVITY 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/Identifier | 0 | OTHER INVESTMENT INCOME |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990-EZ, PART I, LINE 4 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990-EZ, PART I, LINE 10 |
| TransferPrsnlBnftContractsDecl/Declaration | 0 | THE 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/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 770407204 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | ROTARY DISTRICT 5240 CHARITABLE FOUNDATION |
| ReturnHeader/Filer/NameControl | 0 | ROTA |
| ReturnHeader/Filer/Phone | 0 | 8059661521 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 104 W ANAPAMU STREET NO B |
| ReturnHeader/Filer/USAddress/City | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 93101 |
| ReturnHeader/Officer/DateSigned | 0 | 2013-07-20 |
| ReturnHeader/Officer/Name | 0 | JODY DOLAN HOLEHOUSE |
| ReturnHeader/Officer/Phone | 0 | 8059661521 |
| ReturnHeader/Officer/Title | 0 | PRESIDENT |
| ReturnHeader/ReturnType | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-07-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2013-06-30 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-09-27T22:14:35-05:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.