Civic Intelligence

Rotary District 5240 Charitable Foundation

990EZ • Fiscal year 2016 • EIN 77-0407204

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 22, 2016

Organization ProfileWWW.ROTARYDISTRICT5240.ORG
104 W Anapamu Street No BSanta Barbara, CA 93101

(805) 966-1521

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-3174%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$40,406

Down $984 (-2.4%) from 2015

Net Assets

Down

$40,406

Down $984 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$31

Down $26,170 (-100%) from 2015

Expenses

Down

$1,015

Down $11,714 (-92%) from 2015

Net Income

Down

-$984

Down $14,456 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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: $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

2016

Assets$40,406
Liabilities$0
Net Assets$40,406
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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 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

2016

Revenue$31
Expenses$1,015
Net Income-$984
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$31
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.

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.

Program Services

DescriptionGrantsExpenses
GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM BELLDirector, Dg-$0--
VICKI ARNDTSecretary-$0--
JODY DOLAN HOLEHOUSETreasurer-$0--
EDWIN VELARDEDirector-$0--
LORETTA BUTTSDirector, Pdg-$0--
NICK FRANKELDirector, Dge-$0--
ANDREW FISHKINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5240
EIN
77-0407204
Phone
8059661521
Address
104 W ANAPAMU STREET NO B, SANTA BARBARA, CA 93101

Signing Officer

Name
Vicki Ardnt
Title
President
Phone
8059661521
Signed
2016-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU STREET SUITE B, SANTA BARBARA, CA 93101
Preparer
Jody Dolan Holehouse
Phone
8059661521
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: a.g. Edwards. Amount: 4.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“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: 11/16/15. Amount given: 989.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: biennial attorney general registration. Amount: 25. Description: rounding. Amount: 1. Total to form 990-ez, line 16: 26.”

Raw XML Appendix183 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW FISHKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR, PDG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR, DGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROTARYDISTRICT5240.ORG/
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: A.G. EDWARDS. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DISTRICT TRAVEL GRANTS. GRANTEE ADDRESS: 3394 BRYAN AVENUE SIMI VALLEY, CA 93063. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/16/15. AMOUNT GIVEN: 989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BIENNIAL ATTORNEY GENERAL REGISTRATION. AMOUNT: 25. DESCRIPTION: ROUNDING. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 16: 26.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI ARDNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08059661521
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5240
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770407204
ReturnHeader/Filer/PhoneNum08059661521
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WEST ANAPAMU STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059661521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY DOLAN HOLEHOUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-02T17:42:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,406
Liabilities
$0
Net assets
$40,406
Revenue
$31
Expenses
$1,015
Net income
-$984
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
2016Detailed filing. Detailed filing data is available for this year.$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
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