Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary District 5240 Charitable Foundation
990EZ • Fiscal year 2019 • EIN 77-0407204
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Up$110,029
Up $41,733 (+61%) from 2018
Net Assets
Up$110,029
Up $41,733 (+61%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Down$48,551
Down $24,730 (-34%) from 2018
Expenses
Down$6,818
Down $36,370 (-84%) from 2018
Net Income
Up$41,733
Up $11,640 (+39%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jan 19, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $48,551
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
| Description | Grants | Expenses |
|---|---|---|
| FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION | $3,780 | $0 |
| GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER. | $1,500 | $0 |
| GRANTED TO ALLEVIATE ISSUES CAUSED BY DISASTERS. | $1,000 | $409 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SCOTT PHILLIPS | Secretary | - | $0 | - | - |
| VICKI ARNDT | Director | - | $0 | - | - |
| JODY DOLAN HOLEHOUSE | Treasurer | - | $0 | - | - |
| BARRY VANDERKELEN | President | - | $0 | - | - |
| JOHN WEISS | Director | - | $0 | - | - |
| SANDI SCHWARTZ | Director | - | $0 | - | - |
| SAVI BHIM | Director | - | $0 | - | - |
| NICK FRANKEL | Director | - | $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
- Scott Phillips
- Title
- President
- Phone
- 8059661521
- Signed
- 2020-01-19
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Nasif Hicks Harris & Co Llp
- Address
- 104 WEST ANAPAMU ST STE 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: edward jones interest. Amount: 419.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: program grant. Grantee name: rotary clubs in district 5240. Grantee address: po box 515381 #26776 los angeles, ca 90051-6681. Grantee relationship: none. Property description: cash. Date of gift: 06/29/19. Amount given: 2,280.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: club grant. Grantee name: eco slo. Grantee address: p. O. Box 1014 san luis obispo, ca 93406. Grantee relationship: none. Property description: cash. Date of gift: 02/25/19. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: club grant. Grantee name: friends of the price house. Grantee address: 100 rancho pismo drive pismo beach, ca 93449. Grantee relationship: none. Property description: cash. Date of gift: 02/23/19. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: program grant. Grantee name: ventura land trust. Grantee address: p. O. Box 1284 ventura, ca 93002. Grantee relationship: none. Property description: cash. Date of gift: 08/25/18. Amount given: 1,000. Total included on form 990-ez, line 10: 6,280.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: attorney general annual fee, if applicable. Amount: 25. Description: fire relief project expense. Amount: 409. Description: printing/reproduction. Amount: 104. Total to form 990-ez, line 16: 538.”
Raw XML Appendix216 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JODY DOLAN HOLEHOUSE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8059661521 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 104 W ANAPAMU STREET SUITE B |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA BARBARA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 68296 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 110029 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 48132 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 41733 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68296 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 110029 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6280 |
| IRS990EZ/GrossReceiptsAmt | 0 | 48551 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 419 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68296 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 110029 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68296 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 110029 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SCOTT PHILLIPS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | VICKI ARNDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JODY DOLAN HOLEHOUSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BARRY VANDERKELEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOHN WEISS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SANDI SCHWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SAVI BHIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | NICK FRANKEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 538 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | GRANTED TO ALLEVIATE ISSUES CAUSED BY DISASTERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 1500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 3780 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 409 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 6818 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 409 |
| IRS990EZ/TotalRevenueAmt | 0 | 48551 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://WWW.ROTARYDISTRICT5240.ORG/ |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 48132 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 73103 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 80 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 17000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 138342 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 419 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 178 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 14 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 619 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 419 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 178 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 14 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 619 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00450 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00230 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99550 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99770 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 138342 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 48132 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 73103 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 80 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 17000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 138342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 48551 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 73281 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 94 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 31 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 17004 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 138961 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 419. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: ROTARY CLUBS IN DISTRICT 5240. GRANTEE ADDRESS: PO BOX 515381 #26776 LOS ANGELES, CA 90051-6681. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/29/19. AMOUNT GIVEN: 2,280. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: CLUB GRANT. GRANTEE NAME: ECO SLO. GRANTEE ADDRESS: P. O. BOX 1014 SAN LUIS OBISPO, CA 93406. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/25/19. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: CLUB GRANT. GRANTEE NAME: FRIENDS OF THE PRICE HOUSE. GRANTEE ADDRESS: 100 RANCHO PISMO DRIVE PISMO BEACH, CA 93449. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/23/19. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: VENTURA LAND TRUST. GRANTEE ADDRESS: P. O. BOX 1284 VENTURA, CA 93002. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/25/18. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,280. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ATTORNEY GENERAL ANNUAL FEE, IF APPLICABLE. AMOUNT: 25. DESCRIPTION: FIRE RELIEF PROJECT EXPENSE. AMOUNT: 409. DESCRIPTION: PRINTING/REPRODUCTION. AMOUNT: 104. TOTAL TO FORM 990-EZ, LINE 16: 538. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 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 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT PHILLIPS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8059661521 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-01-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY DISTRICT 5240 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CHARITABLE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 770407204 |
| ReturnHeader/Filer/PhoneNum | 0 | 8059661521 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 104 W ANAPAMU STREET NO B |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 7EC150FE82C052BBB7E0FDD3539EDFC6F8B7A2D5 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 0EAF46EFE682CC97A1328370A7A8AC6699C399B9 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 207.71.230.113 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-01-19 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:36:09 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770181453 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | NASIF HICKS HARRIS & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 104 WEST ANAPAMU ST STE B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059661521 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JODY DOLAN HOLEHOUSE |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2020-02-06T19:19:35-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $110,029
- Liabilities
- $0
- Net assets
- $110,029
- Revenue
- $48,551
- Expenses
- $6,818
- Net income
- $41,733