Civic Intelligence

Rotary District 5300 Foundation Inc.

990T • Fiscal year 2021 • EIN 95-4768268

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

(626) 792-8441

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$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

Latest loaded filing

2025

Assets$1,879,313
Liabilities$0
Net Assets$1,879,313
Open 2025 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: $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

Latest loaded filing

2025

Revenue$446,682
Expenses$244,214
Net Income$202,468
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v1.2
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.

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
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Lt Cpas & Company Inc
Address
600 S LAKE AVE STE 310, PASADENA, CA 91106
Preparer
Jennifer Lorenzen
Phone
6266830515
Raw XML Appendix78 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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IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN MARINO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990T/BookValueAssetsEOYAmt01033430
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
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IRS990T/SubsidiaryCorporationInd0false
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0954768268
ReturnHeader/Filer/PhoneNum06267928441
ReturnHeader/Filer/USAddress/AddressLine1Txt02790 WALLINGFORD ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LT CPAS & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 S LAKE AVE STE 310
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ReturnHeader/PreparerPersonGrp/PhoneNum06266830515
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LORENZEN
ReturnHeader/ReturnTs02022-05-16T21:35:55-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DATWYLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
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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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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