Civic Intelligence

Rotary District 5300 Foundation Inc.

990 • Fiscal year 2019 • EIN 95-4768268

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

2790 Wallingford RoadSan Marino, CA 91108-2595

(626) 792-8441

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$397,309

Up $42,916 (+12%) from 2018

Net Assets

Up

$397,309

Up $42,916 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$214,300

Up $28,789 (+16%) from 2018

Expenses

Up

$189,928

Up $33,184 (+21%) from 2018

Net Income

Down

$24,372

Down $4,395 (-15%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $184,766Liabilities 2012: $02012Assets 2013: $209,563Liabilities 2013: $02013Assets 2014: $176,864Liabilities 2014: $02014Assets 2015: $282,844Liabilities 2015: $72,485Net Assets 2015: $210,3592015Assets 2016: $402,972Liabilities 2016: $0Net Assets 2016: $402,9722016Assets 2017: $320,185Liabilities 2017: $0Net Assets 2017: $320,1852017Assets 2018: $354,393Liabilities 2018: $0Net Assets 2018: $354,3932018Assets 2019: $397,309Liabilities 2019: $0Net Assets 2019: $397,3092019Assets 2020: $907,977Liabilities 2020: $0Net Assets 2020: $907,9772020Assets 2021: $1,033,430Liabilities 2021: $0Net Assets 2021: $1,033,4302021Assets 2022: $1,965,693Liabilities 2022: $278,401Net Assets 2022: $1,687,2922022Assets 2023: $1,629,638Liabilities 2023: $0Net Assets 2023: $1,629,6382023Assets 2024: $1,544,461Liabilities 2024: $0Net Assets 2024: $1,544,4612024Assets 2025: $1,879,313Liabilities 2025: $0Net Assets 2025: $1,879,3132025

Highlighted filing

2019

Assets$397,309
Liabilities$0
Net Assets$397,309

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $59,587Expenses 2012: $9,320Net Income 2012: $50,2672012Revenue 2013: $149,854Expenses 2013: $125,057Net Income 2013: $24,7972013Revenue 2014: $197,150Expenses 2014: $229,849Net Income 2014: -$32,6992014Revenue 2015: $219,480Expenses 2015: $138,497Net Income 2015: $80,9832015Revenue 2016: $163,883Expenses 2016: $96,841Net Income 2016: $67,0422016Revenue 2017: $224,466Expenses 2017: $306,272Net Income 2017: -$81,8062017Revenue 2018: $185,511Expenses 2018: $156,744Net Income 2018: $28,7672018Revenue 2019: $214,300Expenses 2019: $189,928Net Income 2019: $24,3722019Revenue 2020: $265,025Expenses 2020: $155,768Net Income 2020: $109,2572020Revenue 2021: $197,741Expenses 2021: $117,008Net Income 2021: $80,7332021Revenue 2022: $986,260Expenses 2022: $332,398Net Income 2022: $653,8622022Revenue 2023: $73,408Expenses 2023: $131,062Net Income 2023: -$57,6542023Revenue 2024: $127,242Expenses 2024: $212,419Net Income 2024: -$85,1772024Revenue 2025: $446,682Expenses 2025: $244,214Net Income 2025: $202,4682025

Highlighted filing

2019

Revenue$214,300
Expenses$189,928
Net Income$24,372
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$224,432
Mission and Program Overview

Mission

To support & institute charitable activities of rotary district 5300 & rotary international. 1. To provide matching funds for district 5300 rotary club's charitable activities in the district. 2. Act as a passthrough for charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$354,393$397,309▲ $42,916
Investments Program Related$249,582$277,249▲ $27,667
Cash and Non-Interest-Bearing Accounts$104,811$120,060▲ $15,249
Total Assets$354,393$397,309▲ $42,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$354,393$397,309▲ $42,916
Total Liabilities and Net Assets / Fund Balance$354,393$397,309▲ $42,916

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$277,249--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$23,781
Program Service Revenue
$174,216
Investment Income
$9,433
Other Revenue
$6,870
Change in Net Assets
$24,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$181,747
Other Expenses$8,181
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,000--$127,000
Grants to Domestic Individuals$54,747--$54,747
Conferences and Meetings$3,869--$3,869
Travel$2,251--$2,251
Fees for Services Accounting-$895-$895
Office Expenses$732$33-$765
Other Expenses$16$25-$16
Total Functional Expenses$188,615$1,313$0$189,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotoplast International IncSan Francisco, CA501c3Medical Procedures$51,119
The Rotary Fndn of Rotary IntlEvanston, IL501c3Polio Plus Campaign$23,782
Super Build - Corazon IncLaguna Hills, CA501c3Build Shelters$19,650
Humble International Rotary Club FdHumble, TX501c3Hurricane Relief$14,436
Liga InternationalApple Valley, CA501c3Health Care$11,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,832
Fundraising Direct Expenses$3,962
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Foundation Dinn$34,613$10,832$614$10,218
Total Events$34,613$10,832$3,962$6,870
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 7A

Therotarydistrict5300governorelect,governorandimmediatepast governorareconsidereddirectorsbyvirtueoftheirofficearedirectors. Themembersoftheboardofdirectorsareselectedbytheboardof directors.

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by a cpa and reviewed by the secretary prior to filing. The completed form is made available to any of the governing board upon request or any other interested party.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Rotary District 5300 Foundation
EIN
95-4768268
Phone
6267928441
Address
2790 WALLINGFORD ROAD, SAN MARINO, CA 91108-2595

Signing Officer

Name
N Christian Datwyler
Title
Treasurer
Phone
6267928441
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raghada Khoury
Formed
1999
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Lorenzen & Noll Cpas Inc
Address
600 S LAKE AVE STE 310, PASADENA, CA 91106-3908
Preparer
Jennifer Lorenzen
Phone
6266830515
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To support & institute charitable activities of rotary district 5300 & rotary international. 1. To provide matching funds for district 5300 rotary club's charitable activities in the district. 2. Act as a passthrough for charitable activities.

Form 990, Page 2, Part III, Line 4D

Various programs through us charities and exempt organizations: hurrican harvey relief, liga - flying doctors of mercy, our lady of peace center, peace conference, polio plus march, , rotary project hope, ryla, and rotary rose parade float committee.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011452
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144365
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IRS990ScheduleA/Total509Grp/TotalAmt0969842
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0163883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01035876
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0277249
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0LEFLER GRANTS RELATED INVESTMENTS
IRS990ScheduleD/TotalBookValueProgramRltdAmt0277249
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023781
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023781
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03962
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010832
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0614
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt135000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GLOBAL SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GLOBAL SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2PEACE CONFERENCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleI/RecipientTable/CashGrantAmt019650
IRS990ScheduleI/RecipientTable/CashGrantAmt123782
IRS990ScheduleI/RecipientTable/CashGrantAmt251119
IRS990ScheduleI/RecipientTable/CashGrantAmt314436
IRS990ScheduleI/RecipientTable/CashGrantAmt411250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILD SHELTERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1POLIO PLUS CAMPAIGN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MEDICAL PROCEDURES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3HURRICANE RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HEALTH CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUPER BUILD - CORAZON INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE ROTARY FNDN OF ROTARY INTL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTOPLAST INTERNATIONAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HUMBLE INTERNATIONAL ROTARY CLUB FD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LIGA INTERNATIONAL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2669
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23317 26TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt330 WILSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt419671 LUCAYA CT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAGUNA HILLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HUMBLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4APPLE VALLEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd377338
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492308
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ACCEPTS APPLICATIONS FOR GRANTS FROM CLUBS THROUGHOUT THE DISTRICT. THE RECIPIENTS ARE REQUIRED TO SUBMIT A REPORT AT THE COMPLETION OF THE PROJECT.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART III - GLOBAL SCHOLARSHIPS: APPLICATIONS ARE RECEIVED FROM GRADUATE LEVEL STUDENTS. TWO ARE SELECTED EACH YEAR TO ATTEND UNIVERSITIES ABROAD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT & INSTITUTE CHARITABLE ACTIVITIES OF ROTARY DISTRICT 5300 & ROTARY INTERNATIONAL. 1. TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT. 2. ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS PROGRAMS THROUGH US CHARITIES AND EXEMPT ORGANIZATIONS: HURRICAN HARVEY RELIEF, LIGA - FLYING DOCTORS OF MERCY, OUR LADY OF PEACE CENTER, PEACE CONFERENCE, POLIO PLUS MARCH, , ROTARY PROJECT HOPE, RYLA, AND ROTARY ROSE PARADE FLOAT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THEROTARYDISTRICT5300GOVERNORELECT,GOVERNORANDIMMEDIATEPAST GOVERNORARECONSIDEREDDIRECTORSBYVIRTUEOFTHEIROFFICEAREDIRECTORS. THEMEMBERSOFTHEBOARDOFDIRECTORSARESELECTEDBYTHEBOARDOF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY A CPA AND REVIEWED BY THE SECRETARY PRIOR TO FILING. THE COMPLETED FORM IS MADE AVAILABLE TO ANY OF THE GOVERNING BOARD UPON REQUEST OR ANY OTHER INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ROTARY FNDN OF ROTARY INTL

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.$1.88$0.00$1.88$0.45$0.24$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.28$1.69$0.99$0.33$0.65
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.27$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.21$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.19$0.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.22$0.31$0.08
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.16$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$0.28$0.07$0.21$0.22$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.20$0.23$0.03
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.06$0.01$0.05