Civic Intelligence

Rotary International District 5240

990 • Fiscal year 2014 • EIN 95-3571619

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

1090 Eugenia Pl Ste 20193013

(805) 448-0161

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.01x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

1.4%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$124,072

Up $15,217 (+14%) from 2013

Net Assets

Up

$120,303

Up $22,206 (+23%) from 2013

Liabilities

Down

$3,769

Down $6,989 (-65%) from 2013

Revenue

$310,703

No earlier filing loaded for comparison.

Expenses

Up

$288,497

Up $5,740 (+2.0%) from 2013

Net Income

$22,206

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$124,072
Liabilities$3,769
Net Assets$120,303

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$310,703
Expenses$288,497
Net Income$22,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$310,703
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$86,089$101,667▲ $15,578
Savings and Temporary Cash Investments$17,153$21,705▲ $4,552
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$108,855$124,072▲ $15,217
Other Assets Total$5,613$700▼ $4,913
Liabilities
Other Liabilities$10,758$3,769▼ $6,989
Total Liabilities$10,758$3,769▼ $6,989
Net Assets / Fund Balance
Unrestricted Net Assets$98,097$120,303▲ $22,206
Total Net Assets Fund Balance$98,097$120,303▲ $22,206
Total Liabilities and Net Assets / Fund Balance$108,855$124,072▲ $15,217
Compensation and Service Providers

Board Members and Trustees

NameTitle
Loretta ButtsDist Gov Elect
Jim BellDist Gov Nom
John McclanahanDist Governor
Frank OrtizPast Dist Gover
Mary HowardSecretary
Robert GodfreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,000
Program Service Revenue
$303,703
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,000
Change in Net Assets
$22,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,497
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
All Other Expenses$43,471$10,768-$54,239
Conferences and Meetings$52,312--$52,312
Travel$23,004--$23,004
Other Expenses$12,854$18,800-$12,854
Insurance$10,240--$10,240
Fees for Services Other-$7,585-$7,585
Advertising-$26-$26
Total Functional Expenses$251,318$37,179$0$288,497
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
Due To/from Group 8$3,769
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

EIN
95-3571619
Phone
8054480161

Signing Officer

Name
Robert Godfrey
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Maria U Berntson CPA
Phone
8056505915
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: meetings & conferences to promote and carry out program areas. Other program services 5: ryla - provide an effective training experience for selected youth and potential leaders, encourage leadership of youth by youth, encourage youth to make a difference in their community through volunteer work and social responsibility and demonstrate rotary's respect and concern for youth other program services 6: prls - to provide a set of training sessions wherein current and future rotary leaders can learn to become more effective in their leadership roles

Form 990, Part IX, Line 24E: Other Expenses

ASSISTANT GOVS & GROUP REPS: Column (A) - Total = $3312; Column (B) - Program Services = $0; Column (C) - Management & General = $3312; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

AWARDS & RECOGNITIONS: Column (A) - Total = $2760; Column (B) - Program Services = $2760; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK CHGS: Column (A) - Total = $2268; Column (B) - Program Services = $0; Column (C) - Management & General = $2268; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CLUB SERVICE: Column (A) - Total = $9977; Column (B) - Program Services = $9977; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COMMUNITY SERVICE: Column (A) - Total = $245; Column (B) - Program Services = $245; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT SHIRTS & PINS: Column (A) - Total = $984; Column (B) - Program Services = $984; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FINANCE COMMITTEE: Column (A) - Total = $654; Column (B) - Program Services = $0; Column (C) - Management & General = $654; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INTERNATIONAL SERVICE: Column (A) - Total = $9578; Column (B) - Program Services = $9578; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

OTHER: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $186; Column (B) - Program Services = $186; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Printing and Publications: Column (A) - Total = $97; Column (B) - Program Services = $97; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRLS EXPENSE: Column (A) - Total = $9308; Column (B) - Program Services = $9308; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ROTARY FOUNDATION EXPENSE: Column (A) - Total = $6439; Column (B) - Program Services = $6439; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SUPPLIES: Column (A) - Total = $2096; Column (B) - Program Services = $0; Column (C) - Management & General = $2096; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE: Column (A) - Total = $3439; Column (B) - Program Services = $3439; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

VOCATIONAL SERVICE: Column (A) - Total = $458; Column (B) - Program Services = $458; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

WEB PAGE: Column (A) - Total = $2138; Column (B) - Program Services = $0; Column (C) - Management & General = $2138; Column (D) - Fundraising = $0

Raw XML Appendix388 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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IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1PRLS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2R I ALLOCATIONS
IRS990/ProgramServiceRevenueGrp/Desc3RYLA PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224972
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224972
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3106368
IRS990/ProgSrvcAccomActy2Grp/Desc0RYLA - PROVIDE AN EFFECTIVE TRAINING EXPERIENCE FOR SELECTED YOUTH AND POTENTIAL LEADERS, ENCOURAGE LEADERSHIP OF YOUTH BY YOUTH, ENCOURAGE YOUTH TO MAKE A DIFFERENCE IN THEIR COMMUNITY THROUGH VOLUNTEER WORK AND SOCIAL RESPONSIBILITY AND DEMONSTRATE ROTARY'S RESPECT AND CONCERN FOR YOUTH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt095214
IRS990/ProgSrvcAccomActy3Grp/Desc0CLUB SERVICE - TO PROVIDE LOCAL ROTARY CLUBS WITH THE TOOLS TO FUNCTION SUCCESSFULLY.COMMUNITY SERVICE - TO IMPROVE THE QUALITY OF LIFE FOR THOSE WHO LIVE WITHIN A CLUB'S TERRITORY AND MUNICIPALITY.NEW GENERATIONS/ YOUTH SERVICE - TO PROVIDE YOUTH WITH OPPORTUNITIES FOR SERVICE AND SELF-DEVELOPMENT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010222
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0282757
IRS990/PYProgramServiceRevenueAmt0297425
IRS990/PYRevenuesLessExpensesAmt026669
IRS990/PYTotalExpensesAmt0282757
IRS990/PYTotalRevenueAmt0309426
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022206
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017153
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021705
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM GROUP 8
IRS990ScheduleD/TotalLiabilityAmt03769
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: MEETINGS & CONFERENCES TO PROMOTE AND CARRY OUT PROGRAM AREAS. OTHER PROGRAM SERVICES 5: RYLA - PROVIDE AN EFFECTIVE TRAINING EXPERIENCE FOR SELECTED YOUTH AND POTENTIAL LEADERS, ENCOURAGE LEADERSHIP OF YOUTH BY YOUTH, ENCOURAGE YOUTH TO MAKE A DIFFERENCE IN THEIR COMMUNITY THROUGH VOLUNTEER WORK AND SOCIAL RESPONSIBILITY AND DEMONSTRATE ROTARY'S RESPECT AND CONCERN FOR YOUTH OTHER PROGRAM SERVICES 6: PRLS - TO PROVIDE A SET OF TRAINING SESSIONS WHEREIN CURRENT AND FUTURE ROTARY LEADERS CAN LEARN TO BECOME MORE EFFECTIVE IN THEIR LEADERSHIP ROLES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSISTANT GOVS & GROUP REPS: Column (A) - Total = $3312; Column (B) - Program Services = $0; Column (C) - Management & General = $3312; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS & RECOGNITIONS: Column (A) - Total = $2760; Column (B) - Program Services = $2760; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHGS: Column (A) - Total = $2268; Column (B) - Program Services = $0; Column (C) - Management & General = $2268; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLUB SERVICE: Column (A) - Total = $9977; Column (B) - Program Services = $9977; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMUNITY SERVICE: Column (A) - Total = $245; Column (B) - Program Services = $245; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISTRICT SHIRTS & PINS: Column (A) - Total = $984; Column (B) - Program Services = $984; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FINANCE COMMITTEE: Column (A) - Total = $654; Column (B) - Program Services = $0; Column (C) - Management & General = $654; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INTERNATIONAL SERVICE: Column (A) - Total = $9578; Column (B) - Program Services = $9578; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Postage and Shipping: Column (A) - Total = $186; Column (B) - Program Services = $186; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Printing and Publications: Column (A) - Total = $97; Column (B) - Program Services = $97; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PRLS EXPENSE: Column (A) - Total = $9308; Column (B) - Program Services = $9308; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ROTARY FOUNDATION EXPENSE: Column (A) - Total = $6439; Column (B) - Program Services = $6439; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SUPPLIES: Column (A) - Total = $2096; Column (B) - Program Services = $0; Column (C) - Management & General = $2096; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TELEPHONE: Column (A) - Total = $3439; Column (B) - Program Services = $3439; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18VOCATIONAL SERVICE: Column (A) - Total = $458; Column (B) - Program Services = $458; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19WEB PAGE: Column (A) - Total = $2138; Column (B) - Program Services = $0; Column (C) - Management & General = $2138; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0108855
IRS990/TotalAssetsEOYAmt0124072
IRS990/TotalAssetsGrp/BOYAmt0108855
IRS990/TotalAssetsGrp/EOYAmt0124072
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037179
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0251318
IRS990/TotalFunctionalExpensesGrp/TotalAmt0288497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010758
IRS990/TotalLiabilitiesEOYAmt03769
IRS990/TotalLiabilitiesGrp/BOYAmt010758
IRS990/TotalLiabilitiesGrp/EOYAmt03769
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120303
IRS990/TotalOtherProgSrvcExpenseAmt019344
IRS990/TotalProgramServiceExpensesAmt0251318
IRS990/TotalProgramServiceRevenueAmt0303703
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0303703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0310703
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0108855
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0124072
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt023004
IRS990/TravelGrp/TotalAmt023004
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt098097
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0120303
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.rotarydistrict5240.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GODFREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DISTRICT 5240
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0953571619
ReturnHeader/Filer/PhoneNum08054480161
ReturnHeader/Filer/USAddress/AddressLine101090 EUGENIA PL STE 201
ReturnHeader/Filer/USAddress/City0CARPINTERIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LINDSAY AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10770 COUNTY SQUARE DR STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VENTURA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0930035407
ReturnHeader/PreparerPersonGrp/PhoneNum08056505915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria U Berntson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-11T14:52:32-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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