Civic Intelligence

Rotary District 5300 Foundation Inc.

990 • Fiscal year 2023 • EIN 95-4768268

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-79%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,629,638

Down $336,055 (-17%) from 2022

Net Assets

Down

$1,629,638

Down $57,654 (-3.4%) from 2022

Liabilities

Down

$0

Down $278,401 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$73,408

Down $912,852 (-93%) from 2022

Expenses

Down

$131,062

Down $201,336 (-61%) from 2022

Net Income

Down

-$57,654

Down $711,516 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2023

Assets$1,629,638
Liabilities$0
Net Assets$1,629,638
Open 2023 Filing

Operations Trend

Revenue Growth1st 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

2023

Revenue$73,408
Expenses$131,062
Net Income-$57,654
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$73,408
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 clubs 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$1,765,470$1,438,707▼ $326,763
Investments in Publicly Traded Securities$200,223$190,931▼ $9,292
Total Assets$1,965,693$1,629,638▼ $336,055
Liabilities
Other Liabilities$278,401$0▼ $278,401
Total Liabilities$278,401$0▼ $278,401
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,687,292$1,629,638▼ $57,654
Total Net Assets Fund Balance$1,687,292$1,629,638▼ $57,654
Total Liabilities and Net Assets / Fund Balance$1,965,693$1,629,638▼ $336,055

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,477,675$24,045▲ $10,728$121,329$1,390,809
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Roger GutierrezChairman & Director
Michael SodenVice Chairman & Director
Chris DatwylerDirector
Christine SmithDirector
Edward AbadDirector
Elizabeth Mcdonough BarryDirector
John VliestraDirector
Marla LeflerDirector
Russell HollinhurstDirector
Carl S Von BibraSecretary
Frederick a FindleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,990
Program Service Revenue
$0
Investment Income
$10,418
Other Revenue
$0
All Other Contributions
$62,990
Change in Net Assets
$-57,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,062
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
Other Expenses$8,518$233-$233
Total Functional Expenses$121,329$9,733$0$131,062
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
Yes
Audit committee
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, Section A, Line 7A

“The rotary district 5300 governor elect, governor and immediate past governor are considered directors by virtue of their office. The members of the board of directors are selected by the board of directors.”

Form 990, Part VI, Section B, 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, Part VI, Section C, Line 19

“Documents are made available upon request.”

Form 990, Part VI, Line 7A - How Members or Shareholders Elect Governing Bo

“The rotary district 5300 governor elect, governor and immediate past governor are considered directors by virtue of their office. The members of the bord of directors are selected by the board of directors.”

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
Fred Findley
Title
Treasurer
Phone
6267928441
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rotary District 5300 Foun
Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Ariel E Drachenberg
Phone
6267445100
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.”

Raw XML AppendixShowing 400 of 456 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0212339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0220282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0676122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011452
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt059956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt099958
IRS990ScheduleA/InvestmentIncomeCYPct00.05850
IRS990ScheduleA/InvestmentIncomePYPct00.05480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0932314
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0932314
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt019903
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt020099
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt040002
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.39580
IRS990ScheduleA/PublicSupportPY509Pct00.43610
IRS990ScheduleA/PublicSupportTotal509Amt0676122
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0220282
IRS990ScheduleA/Total509Grp/TotalAmt0676122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0986260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0173616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0243376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0231734
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01708394
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0310
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01477675
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt024045
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01390809
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010728
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0121329
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0802467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt056476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01477675
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0924537
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-305348
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0705080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt017000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0802467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080697
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0739323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0705080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0249582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0462074
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0739323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027977
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROTARY DISTRICT 5300 GOVERNOR ELECT, GOVERNOR AND IMMEDIATE PAST GOVERNOR ARE CONSIDERED DIRECTORS BY VIRTUE OF THEIR OFFICE. THE MEMBERS OF THE BOARD OF DIRECTORS ARE SELECTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 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/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ROTARY DISTRICT 5300 GOVERNOR ELECT, GOVERNOR AND IMMEDIATE PAST GOVERNOR ARE CONSIDERED DIRECTORS BY VIRTUE OF THEIR OFFICE. THE MEMBERS OF THE BORD OF DIRECTORS ARE SELECTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE 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, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 7A - HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1 - CHANGE OF ACCOUNTING METHOD
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OVERSIGHT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 7708
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11560 SHERMAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HENDERSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd089052
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01965693
IRS990/TotalAssetsEOYAmt01629638
IRS990/TotalAssetsGrp/BOYAmt01965693
IRS990/TotalAssetsGrp/EOYAmt01629638
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt062990
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09733
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0121329
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0278401
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0278401
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01687292
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01629638
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt028910

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,629,638
Liabilities
$0
Net assets
$1,629,638
Revenue
$73,408
Expenses
$131,062
Net income
-$57,654
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