Civic Intelligence

Rotary International - District 5220

990 • Fiscal year 2015 • EIN 94-3039825

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

Organization ProfileWWW.ROTARY5220.ORG
1218 11th StreetModesto, CA 95354

(209) 577-2547

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

3.7%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$234,591

Down $61,198 (-21%) from 2014

Net Assets

Up

$201,279

Up $3,452 (+1.7%) from 2014

Liabilities

Down

$33,312

Down $64,650 (-66%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin46th percentile

Revenue

Up

$235,996

Up $8,494 (+3.7%) from 2014

Expenses

Down

$232,544

Down $4,420 (-1.9%) from 2014

Net Income

Up

$3,452

Up $12,914 (+136%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$400K$300K$200K$100K$0Assets 2011: $227,874Liabilities 2011: $14,944Net Assets 2011: $212,9302011Assets 2012: $226,723Liabilities 2012: $18,670Net Assets 2012: $208,0532012Assets 2013: $249,161Liabilities 2013: $41,872Net Assets 2013: $207,2892013Assets 2014: $295,789Liabilities 2014: $97,962Net Assets 2014: $197,8272014Assets 2015: $234,591Liabilities 2015: $33,312Net Assets 2015: $201,2792015Assets 2016: $215,927Liabilities 2016: $6,945Net Assets 2016: $208,9822016Assets 2017: $283,877Liabilities 2017: $14,305Net Assets 2017: $269,5722017Assets 2018: $294,525Liabilities 2018: $37,105Net Assets 2018: $257,4202018Assets 2019: $256,619Liabilities 2019: $8,394Net Assets 2019: $248,2252019Assets 2020: $247,963Liabilities 2020: $12,514Net Assets 2020: $235,4492020Assets 2021: $344,799Liabilities 2021: $36,386Net Assets 2021: $308,4132021Assets 2022: $318,086Liabilities 2022: $58,872Net Assets 2022: $259,2142022Assets 2023: $299,509Liabilities 2023: $77,622Net Assets 2023: $221,8872023Assets 2024: $241,003Liabilities 2024: $73,411Net Assets 2024: $167,5922024

Highlighted filing

2015

Assets$234,591
Liabilities$33,312
Net Assets$201,279
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $263,540Expenses 2011: $224,777Net Income 2011: $38,7632011Revenue 2012: $250,100Expenses 2012: $254,977Net Income 2012: -$4,8772012Expenses 2013: $252,7852013Revenue 2014: $227,502Expenses 2014: $236,964Net Income 2014: -$9,4622014Revenue 2015: $235,996Expenses 2015: $232,544Net Income 2015: $3,4522015Revenue 2016: $215,552Expenses 2016: $207,849Net Income 2016: $7,7032016Revenue 2017: $255,052Expenses 2017: $194,636Net Income 2017: $60,4162017Revenue 2018: $266,039Expenses 2018: $278,526Net Income 2018: -$12,4872018Revenue 2019: $262,972Expenses 2019: $272,167Net Income 2019: -$9,1952019Revenue 2020: $200,640Expenses 2020: $209,856Net Income 2020: -$9,2162020Revenue 2021: $140,745Expenses 2021: $71,301Net Income 2021: $69,4442021Revenue 2022: $194,760Expenses 2022: $202,676Net Income 2022: -$7,9162022Revenue 2023: $187,424Expenses 2023: $206,001Net Income 2023: -$18,5772023Revenue 2024: $226,239Expenses 2024: $283,990Net Income 2024: -$57,7512024

Highlighted filing

2015

Revenue$235,996
Expenses$232,544
Net Income$3,452
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$235,996
Mission and Program Overview

Mission

Provide and fund youth and humanitarian programs

Provide and fund youth and humanitarian programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$58,703$83,591▲ $24,888
Cash and Non-Interest-Bearing Accounts$112,626$42,376▼ $70,250
Accounts Receivable$784$767▼ $17
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$295,789$234,591▼ $61,198
Other Assets Total$123,676$107,857▼ $15,819
Liabilities
Accounts Payable and Accrued Expenses$90,500$26,397▼ $64,103
Other Liabilities$7,462$6,915▼ $547
Total Liabilities$97,962$33,312▼ $64,650
Net Assets / Fund Balance
Unrestricted Net Assets$197,827$201,279▲ $3,452
Total Net Assets Fund Balance$197,827$201,279▲ $3,452
Total Liabilities and Net Assets / Fund Balance$295,789$234,591▼ $61,198

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$102,538--
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Terri Amerio-bellDist Governor
Diana BardenSecretary
John CurtisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$235,837
Investment Income
$159
Other Revenue
$0
Change in Net Assets
$3,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,544
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$173,287--$173,287
Other Expenses$58,767--$58,767
Insurance$490--$490
Total Functional Expenses$232,544$0$0$232,544
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
Lobbying 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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$6,915
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The officers of the governing body are also members of the finance committee. The finance committee meets on a monthly basis and is tasked with overseeing and voting on approving the annual operating budget as well as the budgets for each event held during the year. The finance committee also reviews the financial reports on a monthly basis and will vote on items as they relate to finances of the rotary district.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“All required tax returns are reviewed by the officers and the finance committee prior to being filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers fill out a form on an annual basis to disclose any potential conflict of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are disclosed to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International - District 5220
EIN
94-3039825
Phone
2095772547
Address
1218 11TH STREET, MODESTO, CA 95354

Signing Officer

Name
John Curtis
Title
Treasurer
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Boss Deller & Company
Address
1218 11th Street, Modesto, CA 95354
Preparer
John C Curtis
Phone
2095772547
Raw XML Appendix325 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE GOVERNING BODY ARE ALSO MEMBERS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE MEETS ON A MONTHLY BASIS AND IS TASKED WITH OVERSEEING AND VOTING ON APPROVING THE ANNUAL OPERATING BUDGET AS WELL AS THE BUDGETS FOR EACH EVENT HELD DURING THE YEAR. THE FINANCE COMMITTEE ALSO REVIEWS THE FINANCIAL REPORTS ON A MONTHLY BASIS AND WILL VOTE ON ITEMS AS THEY RELATE TO FINANCES OF THE ROTARY DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL REQUIRED TAX RETURNS ARE REVIEWED BY THE OFFICERS AND THE FINANCE COMMITTEE PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers fill out a form on an annual basis to disclose any potential conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE DISCLOSED TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalLiabilitiesBOYAmt097962
IRS990/TotalLiabilitiesEOYAmt033312
IRS990/TotalLiabilitiesGrp/BOYAmt097962
IRS990/TotalLiabilitiesGrp/EOYAmt033312
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0197827
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0201279
IRS990/TotalProgramServiceExpensesAmt0232544
IRS990/TotalProgramServiceRevenueAmt0235837
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0235996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235996
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0295789
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0234591
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0197827
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0201279
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.ROTARY5220.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - DISTRICT 5220
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0943039825
ReturnHeader/Filer/PhoneNum02095772547
ReturnHeader/Filer/USAddress/AddressLine1Txt01218 11TH STREET
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boss Deller & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01218 11th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02095772547
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C CURTIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-15T10:56:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,591
Liabilities
$33,312
Net assets
$201,279
Revenue
$235,996
Expenses
$232,544
Net income
$3,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.73$1.68$2.26$2.84$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.78$2.22$1.87$2.06$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.59$2.59$1.95$2.03$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.36$3.08$1.41$0.71$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.13$2.35$2.01$2.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.08$2.48$2.63$2.72$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.37$2.57$2.66$2.79$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.14$2.70$2.55$1.95$0.60
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.07$2.09$2.16$2.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.33$2.01$2.36$2.33$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.98$1.98$2.28$2.37$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.42$2.07$2.53
2012Summary only. Only limited summary data is available for this year.$2.27$0.19$2.08$2.50$2.55$0.05
2011Summary only. Only limited summary data is available for this year.$2.28$0.15$2.13$2.64$2.25$0.39