Civic Intelligence

Rotary District 5240 Charitable Foundation

990EZ • Fiscal year 2023 • EIN 77-0407204

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

Organization ProfileWWW.ROTARYDISTRICT5240.ORG
104 W Anapamu Street 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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-424%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.9%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

2300%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$57,961

Flat from 2023

Net Assets

$57,961

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Flat

$864

Flat from 2023

Expenses

Flat

$4,525

Flat from 2023

Net Income

Flat

-$3,661

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $0Net Assets 2023: $57,9612023Assets 2023: $57,961Liabilities 2023: $02023Assets 2024: $59,266Liabilities 2024: $02024Assets 2025: $58,921Liabilities 2025: $0Net Assets 2025: $58,9212025

Highlighted filing

2023

Assets$57,961
Liabilities$0
Net Assets$57,961
Open 2023 Filing

Operations Trend

Revenue Growth99th 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 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

2023

Revenue$864
Expenses$4,525
Net Income-$3,661
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$864
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.

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.$4,500$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY SMITHDirector-$0--
VICKI ARNDTSecretary-$0--
JODY DOLAN HOLEHOUSETreasurer-$0--
SANDI SCHWARTZDirector-$0--
SCOTT PHILLIPSDirector-$0--
NICK FRANKELDirector-$0--
MARTA BROWNDirector-$0--
CHRIS BAXTERDirector-$0--
BARRY VANDERKELENPresident-$0--
JASON COREYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5240
EIN
77-0407204
Phone
8059661521
Address
104 W ANAPAMU STREET B, SANTA BARBARA, CA 93101

Signing Officer

Name
Jody Dolan Holehouse
Title
Treasurer
Phone
8059661521
Signed
2024-05-10
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: 808.”

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: 04/24/23. Amount given: 4,500. Total included on form 990-ez, line 10: 4,500.”

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

“Description: attorney general . Amount: 25.”

Raw XML Appendix208 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JODY DOLAN HOLEHOUSE
IRS990EZ/BooksInCareOfDetail/PhoneNum08059661521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0104 W ANAPAMU STREET SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3661
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061622
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057961
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/GrossReceiptsAmt0864
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0808
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061622
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061622
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKI ARNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JODY DOLAN HOLEHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDI SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICK FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARRY VANDERKELEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JASON COREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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, 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.
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/GrantsAndAllocationsAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04525
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0864
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROTARYDISTRICT5240.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0249
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0419
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01990
IRS990ScheduleA/InvestmentIncomeCYPct00.02880
IRS990ScheduleA/InvestmentIncomePYPct00.00960
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97120
IRS990ScheduleA/PublicSupportPY509Pct00.99040
IRS990ScheduleA/PublicSupportTotal509Amt067107
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048132
IRS990ScheduleA/Total509Grp/TotalAmt067107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048551
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EDWARD JONES INTEREST. AMOUNT: 808.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY 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: 04/24/23. AMOUNT GIVEN: 4,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ATTORNEY GENERAL . AMOUNT: 25.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JODY DOLAN HOLEHOUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059661521
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5240
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770407204
ReturnHeader/Filer/PhoneNum08059661521
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 W ANAPAMU STREET B
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770181453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NASIF HICKS HARRIS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WEST ANAPAMU ST STE 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/ReturnTs02024-05-13T17:23:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JODY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOLAN HOLEHOUSE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,961
Liabilities
$0
Net assets
$57,961
Revenue
$864
Expenses
$4,525
Net income
-$3,661
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
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.05$0.04
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
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