Civic Intelligence

Rotary International District 5240

EIN 95-3571619 • 501(c)4 • Ventura, CA

Profile

To further community & international understanding, goodwill and peace through club, vocational, community, youth & international service.

3451 Foothill RdVentura, CA 93003

www.rotarydistrict5240.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

-0.3%

Faster asset growth than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

4.0%

Faster revenue growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$393,890

Down $1,332 (-0.3%) from 2024

Liabilities

Down

$2,290

Down $231 (-9.2%) from 2024

Net Assets

Down

$391,600

Down $1,101 (-0.3%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin44th percentile

Revenue

Up

$254,525

Up $9,716 (+4.0%) from 2024

Expenses

Up

$255,317

Up $43,514 (+21%) from 2024

Net Income

Down

-$792

Down $33,798 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$400K$300K$200K$100K$0Assets 2011: $139,138Liabilities 2011: $0Net Assets 2011: $139,1382011Assets 2012: $76,001Liabilities 2012: $4,573Net Assets 2012: $71,4282012Assets 2013: $108,855Liabilities 2013: $10,758Net Assets 2013: $98,0972013Assets 2014: $124,072Liabilities 2014: $3,769Net Assets 2014: $120,3032014Assets 2015: $159,290Liabilities 2015: $4,989Net Assets 2015: $154,3012015Assets 2016: $150,759Liabilities 2016: $2,120Net Assets 2016: $148,6392016Assets 2017: $185,482Liabilities 2017: $5,986Net Assets 2017: $179,4962017Assets 2018: $222,262Liabilities 2018: $5,923Net Assets 2018: $216,3392018Assets 2019: $235,106Liabilities 2019: $18,435Net Assets 2019: $216,6712019Assets 2020: $265,435Liabilities 2020: $3,310Net Assets 2020: $262,1252020Assets 2021: $297,038Liabilities 2021: $6,290Net Assets 2021: $290,7482021Assets 2022: $381,645Liabilities 2022: $90,996Net Assets 2022: $290,6492022Assets 2023: $366,557Liabilities 2023: $7,592Net Assets 2023: $358,9652023Assets 2024: $395,222Liabilities 2024: $2,521Net Assets 2024: $392,7012024Assets 2025: $393,890Liabilities 2025: $2,290Net Assets 2025: $391,6002025

Highlighted filing

2025

Assets$393,890
Liabilities$2,290
Net Assets$391,600
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$400K$200K$0-$200KExpenses 2011: $284,7702011Revenue 2012: $302,043Expenses 2012: $369,753Net Income 2012: -$67,7102012Expenses 2013: $282,7572013Revenue 2014: $310,703Expenses 2014: $288,497Net Income 2014: $22,2062014Revenue 2015: $308,616Expenses 2015: $274,618Net Income 2015: $33,9982015Revenue 2016: $310,798Expenses 2016: $316,460Net Income 2016: -$5,6622016Revenue 2017: $305,110Expenses 2017: $274,253Net Income 2017: $30,8572017Revenue 2018: $307,445Expenses 2018: $270,602Net Income 2018: $36,8432018Revenue 2019: $293,081Expenses 2019: $292,749Net Income 2019: $3322019Revenue 2020: $221,346Expenses 2020: $228,618Net Income 2020: -$7,2722020Revenue 2021: $102,131Expenses 2021: $90,032Net Income 2021: $12,0992021Revenue 2022: $145,832Expenses 2022: $145,931Net Income 2022: -$992022Revenue 2023: $167,272Expenses 2023: $97,761Net Income 2023: $69,5112023Revenue 2024: $244,809Expenses 2024: $211,803Net Income 2024: $33,0062024Revenue 2025: $254,525Expenses 2025: $255,317Net Income 2025: -$7922025

Highlighted filing

2025

Revenue$254,525
Expenses$255,317
Net Income-$792
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,890
Liabilities
$2,290
Net assets
$391,600
Revenue
$254,525
Expenses
$255,317
Net income
-$792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.94$0.02$3.92$2.55$2.55$0.01
2024Detailed filing. Detailed filing data is available for this year.$3.95$0.03$3.93$2.45$2.12$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.08$3.59$1.67$0.98$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.91$2.91$1.46$1.46$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.06$2.91$1.02$0.90$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.03$2.62$2.21$2.29$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.18$2.17$2.93$2.93$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.06$2.16$3.07$2.71$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.06$1.79$3.05$2.74$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.02$1.49$3.11$3.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.05$1.54$3.09$2.75$0.34
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$3.11$2.88$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.11$0.98$2.83
2012Summary only. Only limited summary data is available for this year.$0.76$0.05$0.71$3.02$3.70$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$2.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.2
Gross Receipts
$254,525
Mission and Program Overview

Mission

To further community & international understanding, goodwill and peace through club, vocational, community, youth & international service.

To provide public and charitable services and to promote peace through service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$393,626$381,890▼ $11,736
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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$395,222$393,890▼ $1,332
Other Assets Total$1,596$12,000▲ $10,404
Liabilities
Other Liabilities$2,521$2,290▼ $231
Total Liabilities$2,521$2,290▼ $231
Net Assets / Fund Balance
Net Assets With Donor Restrictions$392,701$391,600▼ $1,101
Total Net Assets Fund Balance$392,701$391,600▼ $1,101
Total Liabilities and Net Assets / Fund Balance$395,222$393,890▼ $1,332
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Sherry SimDist Gov Chair
Marta Golding BrownVice Chair
Kay PittsDirector
Mike DutraDistr Gov Elect
Margarida EidsonDistr Gov Nomin
Michelle Carretto FeldmanSecretary
Lee CarrollTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$176,184
Investment Income
$86
Other Revenue
$78,255
Change in Net Assets
$-792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,317
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$51,482--$51,482
All Other Expenses$25,473$12,922-$38,395
Travel-$21,180-$21,180
Other Expenses$11,682$18,503-$11,682
Fees for Services Accounting-$7,500-$7,500
Insurance-$6,341-$6,341
Advertising-$3,480-$3,480
Office Expenses-$1,346-$1,346
Total Functional Expenses$184,045$71,272$0$255,317
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gr 8 Restricted Funds$1,810
Public Image Project Grant$480
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 5240
EIN
95-3571619
Phone
8052167277
Address
3451 FOOTHILL RD, VENTURA, CA 93003

Signing Officer

Name
Mike Dutra
Title
District Governor
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Carey & Hanna CPAs
Address
1000 Town Center DrSuite 200, Oxnard, CA 93036
Preparer
Thomas J Hanna CPA
Phone
8056440697
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“AWARDS & RECOGNITION MATERIAL: Column (A) - Total = $2529; Column (B) - Program Services = $0; Column (C) - Management & General = $2529; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BADGES FOR NY STAFF & DIRECTOR: Column (A) - Total = $1074; Column (B) - Program Services = $0; Column (C) - Management & General = $1074; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BANK CHARGES: Column (A) - Total = $3445; Column (B) - Program Services = $0; Column (C) - Management & General = $3445; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DEMOTION EVENT EXPENSE: Column (A) - Total = $7711; Column (B) - Program Services = $7711; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DG CONTINGENCY: Column (A) - Total = $1547; Column (B) - Program Services = $0; Column (C) - Management & General = $1547; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DISTRICT WEBSITE: Column (A) - Total = $3357; Column (B) - Program Services = $0; Column (C) - Management & General = $3357; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GIFTS: Column (A) - Total = $177; Column (B) - Program Services = $0; Column (C) - Management & General = $177; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“INTERNATIONAL SERVICE EXP: Column (A) - Total = $160; Column (B) - Program Services = $160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MISC : Column (A) - Total = $189; Column (B) - Program Services = $0; Column (C) - Management & General = $189; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PE RETREAT EXPENSE: Column (A) - Total = $3237; Column (B) - Program Services = $3237; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $146; Column (B) - Program Services = $0; Column (C) - Management & General = $146; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Printing and Publications: Column (A) - Total = $458; Column (B) - Program Services = $0; Column (C) - Management & General = $458; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“ROSE PARADE FLOAT SUPPORT: Column (A) - Total = $7500; Column (B) - Program Services = $7500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“VOCATIONAL SERVICE EXP: Column (A) - Total = $2850; Column (B) - Program Services = $2850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“YOUTH EXCHANGE EXPENSES: Column (A) - Total = $4015; Column (B) - Program Services = $4015; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part XI, Line 9

“Prior period adjustment = -$309”

Raw XML Appendix386 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE PUBLIC AND CHARITABLE SERVICES AND TO PROMOTE PEACE THROUGH SERVICE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03480
IRS990/AdvertisingGrp/TotalAmt03480
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012922
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025473
IRS990/AllOtherExpensesGrp/TotalAmt038395
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARGARIDA EIDSON
IRS990/BooksInCareOfDetail/PhoneNum08052167277
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03451 FOOTHILL RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0393626
IRS990/CashNonInterestBearingGrp/EOYAmt0381890
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt051482
IRS990/ConferencesMeetingsGrp/TotalAmt051482
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt086
IRS990/CYOtherExpensesAmt0255317
IRS990/CYOtherRevenueAmt078255
IRS990/CYProgramServiceRevenueAmt0176184
IRS990/CYRevenuesLessExpensesAmt0-792
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0255317
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0254525
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MEETINGS AND CONFERENCES TO PROMOTE AND CARRY OUT PROGRAM AREAS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0392701
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0391600
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0184045
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07500
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MARGARIDA EIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE DUTRA
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTA GOLDING BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELLE CARRETTO FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRY SIM
IRS990/Form990PartVIISectionAGrp/PersonNm5KAY PITTS
IRS990/Form990PartVIISectionAGrp/PersonNm6LEE CARROLL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTR GOV NOMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTR GOV ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIST GOV CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0254525
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06341
IRS990/InsuranceGrp/TotalAmt06341
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt086
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01346
IRS990/OfficeExpensesGrp/TotalAmt01346
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IRS990/OtherAssetsTotalGrp/EOYAmt012000
IRS990/OtherChangesInNetAssetsAmt0-309
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IRS990/OtherExpensesGrp/Desc0DISTRICT CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc1MEALS & LODGING
IRS990/OtherExpensesGrp/Desc2GALA EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc3PETS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018503
IRS990/OtherExpensesGrp/ProgramServicesAmt080295
IRS990/OtherExpensesGrp/ProgramServicesAmt115113
IRS990/OtherExpensesGrp/ProgramServicesAmt211682
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IRS990/OtherLiabilitiesGrp/EOYAmt02290
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IRS990/OtherRevenueMiscGrp/Desc1DEMOTION EVENT
IRS990/OtherRevenueMiscGrp/Desc2DISTRICT CONFERENCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011125
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17805
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt250325
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt250325
IRS990/OtherRevenueTotalAmt078255
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT GOVERNOR ALLOCAT
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021108
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1155076
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1155076
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt092
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IRS990/PYOtherExpensesAmt0211803
IRS990/PYOtherRevenueAmt076266
IRS990/PYProgramServiceRevenueAmt0168451
IRS990/PYRevenuesLessExpensesAmt033006
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IRS990/PYTotalRevenueAmt0244809
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-792
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1480
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GR 8 RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PUBLIC IMAGE PROJECT GRANT
IRS990ScheduleD/TotalLiabilityAmt02290
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AWARDS & RECOGNITION MATERIAL: Column (A) - Total = $2529; Column (B) - Program Services = $0; Column (C) - Management & General = $2529; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BADGES FOR NY STAFF & DIRECTOR: Column (A) - Total = $1074; Column (B) - Program Services = $0; Column (C) - Management & General = $1074; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES: Column (A) - Total = $3445; Column (B) - Program Services = $0; Column (C) - Management & General = $3445; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DEMOTION EVENT EXPENSE: Column (A) - Total = $7711; Column (B) - Program Services = $7711; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DG CONTINGENCY: Column (A) - Total = $1547; Column (B) - Program Services = $0; Column (C) - Management & General = $1547; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT WEBSITE: Column (A) - Total = $3357; Column (B) - Program Services = $0; Column (C) - Management & General = $3357; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFTS: Column (A) - Total = $177; Column (B) - Program Services = $0; Column (C) - Management & General = $177; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERNATIONAL SERVICE EXP: Column (A) - Total = $160; Column (B) - Program Services = $160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISC : Column (A) - Total = $189; Column (B) - Program Services = $0; Column (C) - Management & General = $189; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PE RETREAT EXPENSE: Column (A) - Total = $3237; Column (B) - Program Services = $3237; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Postage and Shipping: Column (A) - Total = $146; Column (B) - Program Services = $0; Column (C) - Management & General = $146; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Printing and Publications: Column (A) - Total = $458; Column (B) - Program Services = $0; Column (C) - Management & General = $458; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ROSE PARADE FLOAT SUPPORT: Column (A) - Total = $7500; Column (B) - Program Services = $7500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15VOCATIONAL SERVICE EXP: Column (A) - Total = $2850; Column (B) - Program Services = $2850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16YOUTH EXCHANGE EXPENSES: Column (A) - Total = $4015; Column (B) - Program Services = $4015; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PRIOR PERIOD ADJUSTMENT = -$309
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part XI, Line 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0395222
IRS990/TotalAssetsEOYAmt0393890
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IRS990/TotalAssetsGrp/EOYAmt0393890
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184045
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255317
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IRS990/TotalProgramServiceExpensesAmt0184045
IRS990/TotalProgramServiceRevenueAmt0176184
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0254525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254525
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0395222
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0393890
IRS990/TravelGrp/ManagementAndGeneralAmt021180
IRS990/TravelGrp/TotalAmt021180
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03451 FOOTHILL RD
IRS990/USAddress/CityNm0VENTURA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093003
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE DUTRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5240
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0953571619
ReturnHeader/Filer/PhoneNum08052167277
ReturnHeader/Filer/USAddress/AddressLine1Txt03451 FOOTHILL RD
ReturnHeader/Filer/USAddress/CityNm0VENTURA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522367819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carey & Hanna CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 Town Center DrSuite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oxnard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08056440697
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J HANNA CPA
ReturnHeader/ReturnTs02026-01-26T12:43:29-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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