Civic Intelligence

Rotary District 5300 Foundation Inc.

990 • Fiscal year 2022 • EIN 95-4768268

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

(626) 792-8441

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.28x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

93rd percentile

90%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

399%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,965,693

Up $932,263 (+90%) from 2021

Net Assets

Up

$1,687,292

Up $653,862 (+63%) from 2021

Liabilities

Up

$278,401

Up $278,401 from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin94th percentile

Revenue

Up

$986,260

Up $788,519 (+399%) from 2021

Expenses

Up

$332,398

Up $215,390 (+184%) from 2021

Net Income

Up

$653,862

Up $573,129 (+710%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

2022

Assets$1,965,693
Liabilities$278,401
Net Assets$1,687,292
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

2022

Revenue$986,260
Expenses$332,398
Net Income$653,862
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$1,482,186
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.

To support and institute charitable activities of local rotary clubs and rotary international, to provide matching funds for district 5300 rotary club's charitable activities in the district, and to act as a passthrough for charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$247,963$1,765,470▲ $1,517,507
Investments in Publicly Traded Securities$289,541$200,223▼ $89,318
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,033,430$1,965,693▲ $932,263
Other Assets Total$495,926$0▼ $495,926
Liabilities
Other Liabilities-$278,401-
Total Liabilities$0$278,401▲ $278,401
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,033,430$1,687,292▲ $653,862
Total Net Assets Fund Balance$1,033,430$1,687,292▲ $653,862
Total Liabilities and Net Assets / Fund Balance$1,033,430$1,965,693▲ $932,263

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$802,467$56,476▲ $924,537$-305,348$1,477,675
2020$705,080$17,000▲ $80,697-$802,467
2019$739,323-▼ $33,933-$705,080
2018$249,582$462,074▲ $27,977-$739,323
2017$237,000-▲ $16,892-$249,582
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Elizabeth Mcdonough BarryChairman
Roger GutierrezVice Chairman
Chelsea ScheppmannDirector
Edward AbadDirector
Greg JonesDirector
John VlietraDirector
Marla LeflerDirector
Russell HollinhurstDirector
Conrad Von BibraSecretary
Christian DatwylerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,065
Program Service Revenue
$0
Investment Income
$950,195
Other Revenue
$0
All Other Contributions
$36,065
Change in Net Assets
$653,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,398
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
Fees for Services Other$305,348$6,125-$311,473
Conferences and Meetings$13,890--$13,890
Other Expenses$148--$148
Total Functional Expenses$326,273$6,125$0$332,398
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
Income Tax Liability$278,401
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“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 itnerested party.”

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

“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

Signing Officer

Name
Frederick A Findley
Title
Treasurer
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Suchan & Associates An Accountancy Corp
Address
8588 Utica Ave Ste 100, Rancho Cucamonga, CA 91730
Preparer
Michele Suchan
Phone
9097816443
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1: Change of Accounting Method

“Change from cash basis financials to GAAP accrual basis financials to keep consistent book records for the organization returns and the reviewed financial statement. This change had no affect on net assets.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt11137
IRS990/OtherExpensesGrp/ProgramServicesAmt2148
IRS990/OtherExpensesGrp/TotalAmt05750
IRS990/OtherExpensesGrp/TotalAmt11137
IRS990/OtherExpensesGrp/TotalAmt2148
IRS990/OtherLiabilitiesGrp/EOYAmt0278401
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRICT ROTARY 5300 CLUBS - TO PROVIDE FUNDS FOR THE SAN DIMAS ROTARY CLUBS' CHARITABLE ACTIVITIES NEARBY AND WITHIN THE CITY OF SAN DIMAS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015175
IRS990/ProgSrvcAccomActy3Grp/Desc0LEFLER GRANTS - GRANTS INCOME FROM SECURITIES DISTIBUTED AS MATCHING GRANTS THROUGH LOCAL ROTARY CLUBS FOR LOAL CHARITIES, PRIMARILY YOUTH ORIENTED AND EDUCATIONAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05750
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IRS990/PYContributionsGrantsAmt0212339
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011564
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt019862
IRS990/PYOtherRevenueAmt041122
IRS990/PYRevenuesLessExpensesAmt0245163
IRS990/PYTotalExpensesAmt019862
IRS990/PYTotalRevenueAmt0265025
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0653862
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06850
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0144446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0212339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0220282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0185511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0798643
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0100342
IRS990ScheduleA/InvestmentIncomeCYPct00.05480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0932314
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0932314
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt019903
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt020099
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt040002
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.43610
IRS990ScheduleA/PublicSupportTotal509Amt0798643
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0144446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0212339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0220282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0185511
IRS990ScheduleA/Total509Grp/TotalAmt0798643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0986260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0173616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0243376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0231734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0196313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01831299
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0457
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0802467
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt056476
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01477675
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0924537
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-305348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0705080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0802467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080697
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0739323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0705080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0249582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0462074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0739323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0237000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0249582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-4000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016892
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0278401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCOME TAX LIABILITY
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalLiabilityAmt0278401
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 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 ITNERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change from cash basis financials to GAAP accrual basis financials to keep consistent book records for the organization returns and the reviewed financial statement. This change had no affect on net assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 1: Change of Accounting Method
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ROTARY FNDN OF ROTARY INTL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800666972
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1363245072
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,965,693
Liabilities
$278,401
Net assets
$1,687,292
Revenue
$986,260
Expenses
$332,398
Net income
$653,862
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