Civic Intelligence

Rotary District 5150 Charitable Foundation

990EZ • Fiscal year 2014 • EIN 94-3287988

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 20, 2014

Organization Profile
3006 Topaz Drive94945

(415) 897-7783

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.8%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$65,983

Down $6,350 (-8.8%) from 2013

Net Assets

Down

$65,983

Down $6,350 (-8.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$84,960

Up $27,118 (+47%) from 2013

Expenses

Up

$92,731

Up $23,144 (+33%) from 2013

Net Income

Up

-$7,771

Up $3,974 (+34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2011: $175,007Liabilities 2011: $0Net Assets 2011: $175,0072011Assets 2012: $84,078Liabilities 2012: $0Net Assets 2012: $84,0782012Assets 2013: $72,333Liabilities 2013: $0Net Assets 2013: $72,3332013Assets 2014: $65,983Net Assets 2014: $65,9832014Assets 2022: $48,695Liabilities 2022: $11,407Net Assets 2022: $37,2882022Assets 2023: $62,742Liabilities 2023: $13,735Net Assets 2023: $49,0072023Assets 2024: $55,523Liabilities 2024: $3,245Net Assets 2024: $52,2782024Assets 2025: $16,194Liabilities 2025: $55Net Assets 2025: $16,1392025

Highlighted filing

2014

Assets$65,983
Liabilities-
Net Assets$65,983
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KRevenue 2011: $150,002Expenses 2011: $39,315Net Income 2011: $110,6872011Revenue 2012: $78,889Expenses 2012: $169,818Net Income 2012: -$90,9292012Revenue 2013: $57,842Expenses 2013: $69,587Net Income 2013: -$11,7452013Revenue 2014: $84,960Expenses 2014: $92,731Net Income 2014: -$7,7712014Revenue 2022: $37,288Expenses 2022: $0Net Income 2022: $37,2882022Revenue 2023: $36,218Expenses 2023: $24,499Net Income 2023: $11,7192023Revenue 2024: $19,153Expenses 2024: $15,882Net Income 2024: $3,2712024Revenue 2025: $6,545Expenses 2025: $42,684Net Income 2025: -$36,1392025

Highlighted filing

2014

Revenue$84,960
Expenses$92,731
Net Income-$7,771
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 20, 2014
Return Version
2013v3.1
Gross Receipts
$84,960
Mission and Program Overview

Mission

Fund projects within Rotary's areas of interest.

SEE SCHEDULE 0

Program Services

DescriptionGrantsExpenses
MICROCREDIT PROJECTS IN ECUADOR$55,680$55,680
AMBASSADORIAL SCHOLARSHIPS-$26,500
PACES FOR POLIO PROJECT-$5,960
OTHER PROGRAM SERVICES$3,421$3,421
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BOTKOSecretary/Treasurer-$0--
ERIC SCHMAUTZPresident-$0--
CHRIS GALLAGHERVice President-$0--
LEAH REICHTrustee-$0--
ROBERT INTNERTrustee-$0--
Filing and Contact Details

Filer

EIN
94-3287988
Phone
4158977783

Signing Officer

Name
James L Botko
Title
Treasurer
Signed
2014-10-20
Discuss with paid preparer
Yes

Preparer

Preparer
Erich E Zorr
Phone
7155462142
Supplemental Narrative

Additional Explanations

Part I Line 10 Grants

“Part i line 10 grants ecuador microcredit projects 55680 2 ambasadorial scholarships 26500 paces for polio project 5960 other grants 3421”

Part I Line 16 Other Expenses

“Part i line 16 other expenses taxes 45 miscellaneous 70”

Part I Line 20 Other Changes in Net Assets

“Part i line 20 other changes in net assets prior year error overreporting expense by 1421”

Part III Primary Exempt Purpose

“Part iii primary exempt purpose collect money and distribute it to various religious, charitable, scientific, literary, humanitarian and educational organizations”

Raw XML Appendix158 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/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01421
IRS990EZ/OtherExpensesTotalAmt0115
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE 0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MICROCREDIT PROJECTS IN ECUADOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AMBASSADORIAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PACES FOR POLIO PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055680
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055680
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25960
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33421
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092731
IRS990EZ/TotalProgramServiceExpensesAmt091561
IRS990EZ/TotalRevenueAmt084960
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0149459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363553
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0543
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0623
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01728
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.01050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.98950
IRS990ScheduleA/PublicSupportTotal509Amt0363553
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0149459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013794
IRS990ScheduleA/Total509Grp/TotalAmt0363553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057842
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365281
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART I LINE 10 GRANTS ECUADOR MICROCREDIT PROJECTS 55680 2 AMBASADORIAL SCHOLARSHIPS 26500 PACES FOR POLIO PROJECT 5960 OTHER GRANTS 3421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART I LINE 16 OTHER EXPENSES TAXES 45 MISCELLANEOUS 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART I LINE 20 OTHER CHANGES IN NET ASSETS PRIOR YEAR ERROR OVERREPORTING EXPENSE BY 1421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART III PRIMARY EXEMPT PURPOSE COLLECT MONEY AND DISTRIBUTE IT TO VARIOUS RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, HUMANITARIAN AND EDUCATIONAL ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10 GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 20 OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART III PRIMARY EXEMPT PURPOSE
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L BOTKO
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ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY DISTRICT 5150
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
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ReturnHeader/Filer/EIN0943287988
ReturnHeader/Filer/PhoneNum04158977783
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ReturnHeader/PreparerPersonGrp/PhoneNum07155462142
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-29T11:50:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,983
Liabilities
-
Net assets
$65,983
Revenue
$84,960
Expenses
$92,731
Net income
-$7,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.07$0.43$0.36
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.52$0.19$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.14$0.49$0.36$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.11$0.37$0.37$0.00$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.85$0.93$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.58$0.70$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.79$1.70$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$1.50$0.39$1.11