Civic Intelligence

Rotary International District 5240

990 • Fiscal year 2018 • EIN 95-3571619

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 29, 2018

Organization Profilewww.rotarydistrict5240.org
455 E Thousand Oaks BlvdThousand Oaks, CA 91360

(805) 367-5770

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

0.8%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$222,262

Up $36,780 (+20%) from 2017

Net Assets

Up

$216,339

Up $36,843 (+21%) from 2017

Liabilities

Down

$5,923

Down $63 (-1.1%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin68th percentile

Revenue

Up

$307,445

Up $2,335 (+0.8%) from 2017

Expenses

Down

$270,602

Down $3,651 (-1.3%) from 2017

Net Income

Up

$36,843

Up $5,986 (+19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2018

Assets$222,262
Liabilities$5,923
Net Assets$216,339
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

2018

Revenue$307,445
Expenses$270,602
Net Income$36,843
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 29, 2018
Return Version
2017v2.2
Gross Receipts
$307,445
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$144,952$162,868▲ $17,916
Savings and Temporary Cash Investments$26,835$38,448▲ $11,613
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$185,482$222,262▲ $36,780
Other Assets Total$13,695$20,946▲ $7,251
Liabilities
Other Liabilities$5,986$5,923▼ $63
Total Liabilities$5,986$5,923▼ $63
Net Assets / Fund Balance
Unrestricted Net Assets$179,496$216,339▲ $36,843
Total Net Assets Fund Balance$179,496$216,339▲ $36,843
Total Liabilities and Net Assets / Fund Balance$185,482$222,262▲ $36,780

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$20,946--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Sandi SchwartzDist Gov Elect
Savi BhimDist Gov Nom
John WeissDist Governor
Deb LindenMember at Large
Nick FranklePast Dist Gover
Jeremy SwansonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$307,445
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$36,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,602
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$49,382--$49,382
Travel$20,436--$20,436
Insurance$11,495--$11,495
Grants to Domestic Orgs$10,000--$10,000
All Other Expenses$-1,140$10,185-$9,045
Fees for Services Other-$7,535-$7,535
Other Expenses$7,111--$7,111
Total Functional Expenses$252,882$17,720$0$270,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Dist 5240 Chart FoundSanta Barbara, CA--$10,000
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Group 8$5,570
Deferred Revenue$353
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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

“Organization's treasurer reviews form 990 and underlying financial reports.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 5240
EIN
95-3571619
Phone
8053675770
Address
455 E THOUSAND OAKS BLVD, THOUSAND OAKS, CA 91360

Signing Officer

Name
Gregg Burt
Title
Treasurer
Signed
2018-11-29
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Lindsay and Company Llp
Address
770 COUNTY SQUARE DR STE 102, VENTURA, CA 93003-5407
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”

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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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IRS990ScheduleD/TotalLiabilityAmt05923
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IRS990ScheduleI/RecipientTable/CashGrantAmt010000
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0104 W ANAPAMU STREEST STE B
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
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IRS990ScheduleI/TotalOtherOrgCnt01
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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/ExplanationTxt1ORGANIZATION'S TREASURER REVIEWS FORM 990 AND UNDERLYING FINANCIAL REPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
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
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IRS990/TaxablePartyNotificationInd0false
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IRS990/WebsiteAddressTxt0www.rotarydistrict5240.org
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG BURT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5240
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0953571619
ReturnHeader/Filer/PhoneNum08053675770
ReturnHeader/Filer/USAddress/AddressLine1Txt0455 E THOUSAND OAKS BLVD
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800630202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0770 COUNTY SQUARE DR STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VENTURA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930035407
ReturnHeader/PreparerPersonGrp/PhoneNum08056505915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria U Berntson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-29T07:52:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$222,262
Liabilities
$5,923
Net assets
$216,339
Revenue
$307,445
Expenses
$270,602
Net income
$36,843
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
2018Detailed filing. Detailed filing data is available for this year.$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