Rotary District 5240 Charitable Foundation

990EZ • Fiscal year 2020 • EIN 77-0407204

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 18, 2021

Organization Profile WWW.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.

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-260%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-29%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

-75%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets55th percentile

Assets

Flat

$78,173

Flat from 2020

Net Assets

$78,173

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin4th percentile

Revenue

Flat

$12,270

Flat from 2020

Expenses

Flat

$44,126

Flat from 2020

Net Income

Flat

-$31,856

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2020

Assets$78,173

Liabilities$0

Net Assets$78,173

Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2020

Revenue$12,270

Expenses$44,126

Net Income-$31,856

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: Jan 18, 2021
Return Version: 2019v5.1
Gross Receipts: $12,270

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, 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 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
GRANTED TO ALLEVIATE ISSUES CAUSED BY DISASTERS.	$39,144	$60
GRANTED TO REIMBURSE COSTS OF TRAVEL FOR INTERNATIONAL SERVICE PROJECTS; ELIGIBLE COSTS INCLUDE TRANSPORTATION, MEALS, LODGING AND OTHER COSTS INCLUDING TRANSLATOR/INTERPRETER.	$4,047	$0
FOUNDATION FOR CLUBS IN THE DISTRICT WHO DO NOT HAVE THEIR OWN FOUNDATION	$830	$0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SCOTT PHILLIPS	President	-	$0	-	-
VICKI ARNDT	Director	-	$0	-	-
JODY DOLAN HOLEHOUSE	Treasurer	-	$0	-	-
RICHARD GROSSMAN	Director	-	$0	-	-
JOHN WEISS	Director	-	$0	-	-
SANDI SCHWARTZ	Director	-	$0	-	-
SAVI BHIM	Director	-	$0	-	-
NICK FRANKEL	Director	-	$0	-	-
DEBORAH LINDEN	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: 2021-01-18
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: 249.”

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: 2405 snowdrop drive bakersfield, ca 93311. Grantee relationship: none. Property description: cash. Date of gift: 02/29/20. Amount given: 2,877.”

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

“Activity classification: disaster relief. Grantee name: community action partnership. Grantee address: 5005 business park north bakersfield, ca 93309. Grantee relationship: none. Property description: cash. Date of gift: 04/19/20. Amount given: 9,036.”

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

“Activity classification: disaster relief. Grantee name: f.o.o.d. Share, inc. Grantee address: 4156 southbank road oxnard, ca 93036. Grantee relationship: none. Property description: cash. Date of gift: 04/19/20. Amount given: 9,036.”

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

“Activity classification: disaster relief. Grantee name: food bank coalition of san luis obispo. Grantee address: 1180 kendall road san luis obispo, ca 93401. Grantee relationship: none. Property description: cash. Date of gift: 04/19/20. Amount given: 9,036.”

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

“Activity classification: disaster relief. Grantee name: foodbank of santa barbara. Grantee address: 1525 state street suite 100 santa barbara, ca 93101. Grantee relationship: none. Property description: cash. Date of gift: 04/19/20. Amount given: 9,036.”

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

“Activity classification: disaster relief. Grantee name: rotary australia relief fund. Grantee address: 3rd fl 43 hunter st parramatta, australia nsw 2150. Grantee relationship: none. Property description: cash. Date of gift: 02/18/20. Amount given: 2,000.”

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

“Activity classification: disaster relief. Grantee name: sierra sands unified school district. Grantee address: 113 w felspar ave ridgecrest, ca 93555. Grantee relationship: none. Property description: cash. Date of gift: 08/30/19. Amount given: 1,000.”

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

“Activity classification: public image. Grantee name: santa maria breakfast rotary. Grantee address: p. O. Box 1518 santa maria, ca 93455. Grantee relationship: none. Property description: cash. Date of gift: 02/01/20. Amount given: 2,000. Total included on form 990-ez, line 10: 44,021.”

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

“Description: attorney general annual fee, if applicable. Amount: 25. Description: bank wire charges. Amount: 60. Description: ca secretary of state. Amount: 20. Total to form 990-ez, line 16: 105.”

Raw XML Appendix224 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/EmployeeBenefitProgramAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SCOTT PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	VICKI ARNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JODY DOLAN HOLEHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	RICHARD GROSSMAN
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/PersonNm	8	DEBORAH LINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	105
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, 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 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/ForeignGrantsInd	0	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	4047
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	39144
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	830
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	60
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
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IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	44126
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IRS990EZ/TypeOfOrganizationCorpInd	0	X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	48132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	73103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	80
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	4
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	4
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IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00640
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00450
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: PROGRAM GRANT. GRANTEE NAME: ROTARY CLUBS IN DISTRICT 5240. GRANTEE ADDRESS: 2405 SNOWDROP DRIVE BAKERSFIELD, CA 93311. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/29/20. AMOUNT GIVEN: 2,877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: COMMUNITY ACTION PARTNERSHIP. GRANTEE ADDRESS: 5005 BUSINESS PARK NORTH BAKERSFIELD, CA 93309. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: F.O.O.D. SHARE, INC. GRANTEE ADDRESS: 4156 SOUTHBANK ROAD OXNARD, CA 93036. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: FOOD BANK COALITION OF SAN LUIS OBISPO. GRANTEE ADDRESS: 1180 KENDALL ROAD SAN LUIS OBISPO, CA 93401. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: FOODBANK OF SANTA BARBARA. GRANTEE ADDRESS: 1525 STATE STREET SUITE 100 SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/20. AMOUNT GIVEN: 9,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: ROTARY AUSTRALIA RELIEF FUND. GRANTEE ADDRESS: 3RD FL 43 HUNTER ST PARRAMATTA, AUSTRALIA NSW 2150. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/18/20. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: DISASTER RELIEF. GRANTEE NAME: SIERRA SANDS UNIFIED SCHOOL DISTRICT. GRANTEE ADDRESS: 113 W FELSPAR AVE RIDGECREST, CA 93555. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/30/19. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	ACTIVITY CLASSIFICATION: PUBLIC IMAGE. GRANTEE NAME: SANTA MARIA BREAKFAST ROTARY. GRANTEE ADDRESS: P. O. BOX 1518 SANTA MARIA, CA 93455. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/01/20. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 44,021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	DESCRIPTION: ATTORNEY GENERAL ANNUAL FEE, IF APPLICABLE. AMOUNT: 25. DESCRIPTION: BANK WIRE CHARGES. AMOUNT: 60. DESCRIPTION: CA SECRETARY OF STATE. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 105.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	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	2022-09-23 18:48:47Z
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	2021-01-18
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/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	2021-01-19T15:03:38-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $78,173
Liabilities: $0
Net assets: $78,173
Revenue: $12,270
Expenses: $44,126
Net income: -$31,856

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2020Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.12	$0.44	$0.32
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
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