Civic Intelligence

Rotary District 5300 Foundation Inc.

990 • Fiscal year 2020 • EIN 95-4768268

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.SANMARINOROTARY.ORG
2790 Wallingford RoadSan Marino, CA 91108-2595

(626) 792-8441

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$421,461

Up $24,152 (+6.1%) from 2019

Net Assets

Up

$421,461

Up $24,152 (+6.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Up

$240,583

Up $26,283 (+12%) from 2019

Expenses

Down

$155,768

Down $34,160 (-18%) from 2019

Net Income

Up

$84,815

Up $60,443 (+248%) from 2019

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: $421,461Liabilities 2020: $0Net Assets 2020: $421,4612020Assets 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

2020

Assets$421,461
Liabilities$0
Net Assets$421,461
Open 2020 Filing

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: $240,583Expenses 2020: $155,768Net Income 2020: $84,8152020Revenue 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

2020

Revenue$240,583
Expenses$155,768
Net Income$84,815
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$240,583
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$397,309$421,461▲ $24,152
Investments Program Related$277,249$227,214▼ $50,035
Cash and Non-Interest-Bearing Accounts$120,060$194,247▲ $74,187
Total Assets$397,309$421,461▲ $24,152
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$397,309$421,461▲ $24,152
Total Liabilities and Net Assets / Fund Balance$397,309$421,461▲ $24,152

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$227,214--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Luanne ArredondoChairman
John J ChaseDirector
Marla LeflerDirector
Walter TangDirector
Conrad Von BibraSecretary
N Christian DatwylerTreasurer
Phillip Gregory JonesVice Charima
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$229,645
Investment Income
$10,938
Other Revenue
$0
Change in Net Assets
$84,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,906
Other Expenses$19,862
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,287--$78,287
Grants to Domestic Individuals$57,619--$57,619
Conferences and Meetings$12,117--$12,117
Travel$4,956--$4,956
Office Expenses$1,354$38-$1,392
Fees for Services Accounting-$955-$955
Other Expenses$62$20-$20
Total Functional Expenses$154,395$1,373$0$155,768
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotoplast International IncSan Francisco, CA501c3Medical Procedures$48,180
Super Build - Corazon IncLaguna Hills, CA501c3Build Shelters$9,000
The Rotary Fndn of Rotary IntlEvanston, IL501c3Foundation Dinner$6,869
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, 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
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luanne Arredondo
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
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: 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GLOBAL SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GLOBAL SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2PEACE CONFERENCE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1BUILD SHELTERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FOUNDATION DINNER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTOPLAST INTERNATIONAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SUPER BUILD - CORAZON INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE ROTARY FNDN OF ROTARY INTL
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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: 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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ROTARY FNDN OF ROTARY INTL
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,461
Liabilities
$0
Net assets
$421,461
Revenue
$240,583
Expenses
$155,768
Net income
$84,815
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
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.24$0.16$0.08
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