Civic Intelligence

Rotary International District 5170

EIN 94-2616299 • 501(c)4 • Livermore, CA

Profile

Rotary international district 5170 was formed to provide support and leadership for rotary clubs and their members for rotary district 5170.

PO Box 1166Livermore, CA 94550

rotarydistrict5170.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

44th percentile

3.6%

Higher net margin than 44% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-9.5%

Faster asset growth than 15% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$582,836

Down $8,119 (-1.4%) from 2024

Liabilities

Down

$119,480

Down $8,702 (-6.8%) from 2024

Net Assets

Up

$463,356

Up $583 (+0.1%) from 2024

Revenue

Up

$906,710

Up $227,191 (+33%) from 2024

Expenses

Up

$906,127

Up $244,020 (+37%) from 2024

Net Income

Down

$583

Down $16,829 (-97%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $369,673Liabilities 2012: $54,981Net Assets 2012: $314,6922012Assets 2013: $402,428Liabilities 2013: $125,729Net Assets 2013: $276,6992013Assets 2017: $527,589Liabilities 2017: $155,671Net Assets 2017: $371,9182017Assets 2018: $564,257Liabilities 2018: $143,940Net Assets 2018: $420,3172018Assets 2019: $464,197Liabilities 2019: $96,477Net Assets 2019: $367,7202019Assets 2020: $582,393Liabilities 2020: $173,102Net Assets 2020: $409,2912020Assets 2021: $598,919Liabilities 2021: $197,251Net Assets 2021: $401,6682021Assets 2022: $590,155Liabilities 2022: $179,630Net Assets 2022: $410,5252022Assets 2023: $534,204Liabilities 2023: $88,843Net Assets 2023: $445,3612023Assets 2024: $590,955Liabilities 2024: $128,182Net Assets 2024: $462,7732024Assets 2025: $582,836Liabilities 2025: $119,480Net Assets 2025: $463,3562025

Highlighted filing

2025

Assets$582,836
Liabilities$119,480
Net Assets$463,356

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $800,7692012Expenses 2013: $797,1242013Revenue 2017: $699,884Expenses 2017: $705,764Net Income 2017: -$5,8802017Revenue 2018: $558,646Expenses 2018: $510,247Net Income 2018: $48,3992018Revenue 2019: $578,892Expenses 2019: $631,489Net Income 2019: -$52,5972019Revenue 2020: $311,113Expenses 2020: $269,542Net Income 2020: $41,5712020Revenue 2021: $294,373Expenses 2021: $301,996Net Income 2021: -$7,6232021Revenue 2022: $695,303Expenses 2022: $686,446Net Income 2022: $8,8572022Revenue 2023: $977,597Expenses 2023: $942,761Net Income 2023: $34,8362023Revenue 2024: $679,519Expenses 2024: $662,107Net Income 2024: $17,4122024Revenue 2025: $906,710Expenses 2025: $906,127Net Income 2025: $5832025

Highlighted filing

2025

Revenue$906,710
Expenses$906,127
Net Income$583

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.83$1.19$4.63$9.07$9.06$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$1.28$4.63$6.80$6.62$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.89$4.45$9.78$9.43$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$1.80$4.11$6.95$6.86$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$1.97$4.02$2.94$3.02$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$1.73$4.09$3.11$2.70$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.96$3.68$5.79$6.31$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$1.44$4.20$5.59$5.10$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$1.56$3.72$7.00$7.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$1.26$2.77$7.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.55$3.15$8.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.2
Gross Receipts
$906,710
Mission and Program Overview

Mission

Rotary international district 5170 was formed to provide support and leadership for rotary clubs and their members for rotary district 5170.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$368,714$347,024▼ $21,690
Savings and Temporary Cash Investments$202,448$206,432▲ $3,984
Prepaid Expenses and Deferred Charges$13,206$22,472▲ $9,266
Accounts Receivable$6,587$6,908▲ $321
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$590,955$582,836▼ $8,119
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$128,182$119,480▼ $8,702
Total Liabilities$128,182$119,480▼ $8,702
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$462,773$463,356▲ $583
Total Net Assets Fund Balance$462,773$463,356▲ $583
Total Liabilities and Net Assets / Fund Balance$590,955$582,836▼ $8,119
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan ValentaPdg, Chair
Geeta KadambiDg Nominee
Herb RitterDg Nominee
Jill DuerigDistrict Gov
Gregg GiusianaMember
Orrin MahoneyMember
Richard FlandersMember
Sangita SeshardriMember
Tom PowersMember
Savita VaidhyanathanPast Distr. Gov
Joe GoralkaPast Treasurer
Karen SemingsonPast Treasurer
Heather StenshamnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,133
Program Service Revenue
$874,999
Investment Income
$16,578
Other Revenue
$0
All Other Contributions
$15,133
Change in Net Assets
$583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$773,292
Salaries, Compensation, and Employee Benefits$77,835
Grants and Similar Amounts Paid$55,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$69,724$12,320-$82,044
Other Salaries and Wages-$72,200-$72,200
Conferences and Meetings$67,079--$67,079
Grants to Domestic Orgs$55,000--$55,000
Other Expenses$25,577--$25,577
Fees for Services Accounting-$19,400-$19,400
Office Expenses-$6,557-$6,557
Payroll Taxes-$5,635-$5,635
Occupancy-$2,352-$2,352
Total Functional Expenses$787,663$118,464$0$906,127
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vinacapital FoundationHighlands, NC-Children With Heart Defects$55,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The district treasurer reviews the 990 for accuracy; the finance committee is provided a copy of the 990 prior to filing.

Form 990, Part VI, Section B, Line 15B

Approved at finance committee meeting.

Form 990, Part VI, Section C, Line 19

Governing documents are available to the public immediately upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International District 5170
EIN
94-2616299
Phone
4082734577
Address
PO Box 1166, Livermore, CA 94550

Signing Officer

Name
Heather Stenshamn
Title
Treasurer
Signed
2026-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Duerig
Formed
1935
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
175

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
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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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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ROTARY INTERNATIONAL DISTRICT 5170 WAS FORMED TO PROVIDE SUPPORT AND LEADERSHIP FOR ROTARY CLUBS AND THEIR MEMBERS FOR ROTARY DISTRICT 5170.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0462773
IRS990/NetAssetsOrFundBalancesEOYAmt0463356
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0462773
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0463356
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02352
IRS990/OccupancyGrp/TotalAmt02352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06557
IRS990/OfficeExpensesGrp/TotalAmt06557
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DDF PURCHASES
IRS990/OtherExpensesGrp/Desc1DISTRICT EVENTS
IRS990/OtherExpensesGrp/Desc2INTERACT EVENTS
IRS990/OtherExpensesGrp/Desc3OTHER EVENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0317684
IRS990/OtherExpensesGrp/ProgramServicesAmt1188771
IRS990/OtherExpensesGrp/ProgramServicesAmt263828
IRS990/OtherExpensesGrp/ProgramServicesAmt325577
IRS990/OtherExpensesGrp/TotalAmt0317684
IRS990/OtherExpensesGrp/TotalAmt1188771
IRS990/OtherExpensesGrp/TotalAmt263828
IRS990/OtherExpensesGrp/TotalAmt325577
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt072200
IRS990/OtherSalariesAndWagesGrp/TotalAmt072200
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05635
IRS990/PayrollTaxesGrp/TotalAmt05635
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022472
IRS990/PrincipalOfficerNm0JILL DUERIG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLUB DUES
IRS990/ProgramServiceRevenueGrp/Desc1DISTRICT CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2DISTRICT DESIGNATED FUND
IRS990/ProgramServiceRevenueGrp/Desc3DISTRICT EVENTS
IRS990/ProgramServiceRevenueGrp/Desc4INTERACT EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0166980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt184165
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2338123
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3181359
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt498522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0166980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt184165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2338123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3181359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt498522
IRS990/ProgSrvcAccomActy2Grp/Desc0District Designated Funds: Funds to support District 5170 clubs global grant district designated funds in collaboration with District 5170 Foundations marketplace.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0317684
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0338123
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016673
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt049783
IRS990/PYInvestmentIncomeAmt010285
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0537946
IRS990/PYProgramServiceRevenueAmt0652561
IRS990/PYRevenuesLessExpensesAmt017412
IRS990/PYSalariesCompEmpBnftPaidAmt074378
IRS990/PYTotalExpensesAmt0662107
IRS990/PYTotalRevenueAmt0679519
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0583
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0536876
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202448
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0206432
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt055000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHILDREN WITH HEART DEFECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VINACAPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0208986703
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt016 HOLLY TREE LN PO BOX 1357
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HIGHLANDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028741
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DISTRICT TREASURER REVIEWS THE 990 FOR ACCURACY; THE FINANCE COMMITTEE IS PROVIDED A COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPROVED AT FINANCE COMMITTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0590955
IRS990/TotalAssetsEOYAmt0582836
IRS990/TotalAssetsGrp/BOYAmt0590955
IRS990/TotalAssetsGrp/EOYAmt0582836
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015133
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0118464
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0787663
IRS990/TotalFunctionalExpensesGrp/TotalAmt0906127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128182
IRS990/TotalLiabilitiesEOYAmt0119480
IRS990/TotalLiabilitiesGrp/BOYAmt0128182
IRS990/TotalLiabilitiesGrp/EOYAmt0119480
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0462773
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0463356
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt05850
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt05850
IRS990/TotalProgramServiceExpensesAmt0787663
IRS990/TotalProgramServiceRevenueAmt0874999
IRS990/TotalRevenueGrp/ExclusionAmt016578
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0874999
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0906710
IRS990/TotalVolunteersCnt0175

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