Civic Intelligence

Rotary District 5000 Foundation

990 • Fiscal year 2020 • EIN 99-0339185

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 18, 2021

Organization Profilen/a
45-675 Luluku RoadKaneohe, HI 96744

(808) 381-5504

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-126%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-10%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$252,245

Down $216,433 (-46%) from 2019

Net Assets

Down

$252,245

Down $216,433 (-46%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$171,772

Down $19,657 (-10%) from 2019

Expenses

Up

$388,205

Up $226,739 (+140%) from 2019

Net Income

Down

-$216,433

Down $246,396 (-822%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $131,152Liabilities 2012: $02012Assets 2013: $98,071Liabilities 2013: $02013Assets 2014: $113,146Liabilities 2014: $02014Assets 2015: $101,726Liabilities 2015: $02015Assets 2016: $131,220Liabilities 2016: $02016Assets 2017: $184,718Liabilities 2017: $0Net Assets 2017: $184,7182017Assets 2018: $438,715Liabilities 2018: $0Net Assets 2018: $438,7152018Assets 2019: $468,678Liabilities 2019: $0Net Assets 2019: $468,6782019Assets 2020: $252,245Liabilities 2020: $0Net Assets 2020: $252,2452020Assets 2021: $295,640Liabilities 2021: $0Net Assets 2021: $295,6402021Assets 2022: $363,965Liabilities 2022: $0Net Assets 2022: $363,9652022Assets 2023: $411,489Liabilities 2023: $0Net Assets 2023: $411,4892023Assets 2024: $2,596,563Liabilities 2024: $0Net Assets 2024: $2,596,5632024Assets 2025: $1,006,343Liabilities 2025: $0Net Assets 2025: $1,006,3432025

Highlighted filing

2020

Assets$252,245
Liabilities$0
Net Assets$252,245
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $137,446Expenses 2012: $66,944Net Income 2012: $70,5022012Revenue 2013: $138,557Expenses 2013: $171,639Net Income 2013: -$33,0822013Revenue 2014: $164,011Expenses 2014: $148,935Net Income 2014: $15,0762014Revenue 2015: $95,931Expenses 2015: $107,351Net Income 2015: -$11,4202015Revenue 2016: $116,959Expenses 2016: $87,465Net Income 2016: $29,4942016Revenue 2017: $223,771Expenses 2017: $170,273Net Income 2017: $53,4982017Revenue 2018: $422,294Expenses 2018: $168,297Net Income 2018: $253,9972018Revenue 2019: $191,429Expenses 2019: $161,466Net Income 2019: $29,9632019Revenue 2020: $171,772Expenses 2020: $388,205Net Income 2020: -$216,4332020Revenue 2021: $368,853Expenses 2021: $325,458Net Income 2021: $43,3952021Revenue 2022: $202,891Expenses 2022: $134,566Net Income 2022: $68,3252022Revenue 2023: $249,488Expenses 2023: $201,964Net Income 2023: $47,5242023Revenue 2024: $3,334,589Expenses 2024: $1,149,515Net Income 2024: $2,185,0742024Revenue 2025: $355,108Expenses 2025: $1,945,328Net Income 2025: -$1,590,2202025

Highlighted filing

2020

Revenue$171,772
Expenses$388,205
Net Income-$216,433
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 18, 2021
Return Version
2019v5.1
Gross Receipts
$171,772
Mission and Program Overview

Mission

Youth education, community welfare and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$468,678$252,245▼ $216,433
Rtn Earn Endowment Incm Other Fnds$468,678$252,245▼ $216,433
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$468,678$252,245▼ $216,433
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$468,678$252,245▼ $216,433
Total Liabilities and Net Assets / Fund Balance$468,678$252,245▼ $216,433
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Win SchonemanPresident
Naomi MasunoVice President
Alan KusunokiDirector
Donna HiranakaDirector
Greg ConcillaDirector
Mark HarbisonDirector
Paul AlimbuyaoDirector
Ray PalerDirector
Steve HandyDirector
Mary Ann BerrySecretary
Mark MerriamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hawaiian Dredging ConstructionConstruction605 Kapiolani Blvd, Honolulu, HI 96813$210,625
Revenue and Support

Revenue Composition

Contributions and Grants
$171,687
Program Service Revenue
$0
Investment Income
$85
Other Revenue
$0
All Other Contributions
$171,687
Change in Net Assets
$-216,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,809
Grants and Similar Amounts Paid$112,396
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,046--$77,046
Grants to Domestic Individuals$35,350--$35,350
Other Expenses$3,695--$3,695
Office Expenses-$55-$55
Total Functional Expenses$388,150$55$0$388,205
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationEvanston, IL-Charitable donation$31,932
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, Part VI, Section B, line 11B

“Form 990 was circulated to the board of directors for review and comment prior to being filed.”

Form 990, Part VI, Section C, line 19

“Certain documents may be made available for public inspection as required by statute.”

Filing and Contact Details

Filer

Filer Name
Rotary District 5000 Foundation
EIN
99-0339185
Phone
8083815504
Address
45-675 Luluku Road, Kaneohe, HI 96744

Signing Officer

Name
Mark Merriam
Title
Treasurer
Phone
8083815504
Signed
2021-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Merriam
Formed
1998
Legal Domicile
Hi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
James P Hasselman CPA LLC
Address
PO Box 11149, Honolulu, HI 96828
Phone
8087215483
Raw XML Appendix369 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Rotary Foundation
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 Sherman Ave
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was circulated to the board of directors for review and comment prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Certain documents may be made available for public inspection as required by statute.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0468678
IRS990/TotalAssetsEOYAmt0252245
IRS990/TotalAssetsGrp/BOYAmt0468678
IRS990/TotalAssetsGrp/EOYAmt0252245
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0171687
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0388150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0388205
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0468678
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0252245
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0388150
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171772
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468678
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0252245
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045-675 Luluku Road
IRS990/USAddress/CityNm0Kaneohe
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096744
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Merriam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08083815504
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 5000 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990339185
ReturnHeader/Filer/PhoneNum08083815504
ReturnHeader/Filer/USAddress/AddressLine1Txt045-675 Luluku Road
ReturnHeader/Filer/USAddress/CityNm0Kaneohe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096744
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205496781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James P Hasselman CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 11149
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096828
ReturnHeader/PreparerPersonGrp/PhoneNum08087215483
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-18
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-18T14:48:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$252,245
Liabilities
$0
Net assets
$252,245
Revenue
$171,772
Expenses
$388,205
Net income
-$216,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.36$1.95$1.59
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$3.33$1.15$2.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.25$0.20$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.20$0.13$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.37$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.17$0.39$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.19$0.16$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.42$0.17$0.25
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.22$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$0.13$0.00$0.12$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.16$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.14$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.14$0.07$0.07