Civic Intelligence

Rotary District 5000 Foundation

990 • Fiscal year 2022 • EIN 99-0339185

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 03, 2022

Organization Profilen/a
PO Box 2784Honolulu, HI 96803

(808) 232-7332

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$363,965

Up $68,325 (+23%) from 2021

Net Assets

Up

$363,965

Up $68,325 (+23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin81st percentile

Revenue

Down

$202,891

Down $165,962 (-45%) from 2021

Expenses

Down

$134,566

Down $190,892 (-59%) from 2021

Net Income

Up

$68,325

Up $24,930 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2022

Assets$363,965
Liabilities$0
Net Assets$363,965
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$202,891
Expenses$134,566
Net Income$68,325
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 3, 2022
Return Version
2021v4.2
Gross Receipts
$202,891
Mission and Program Overview

Mission

Youth education, community welfare and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$295,640$363,965▲ $68,325
Rtn Earn Endowment Incm Other Fnds$295,640$363,965▲ $68,325
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$295,640$363,965▲ $68,325
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$295,640$363,965▲ $68,325
Total Liabilities and Net Assets / Fund Balance$295,640$363,965▲ $68,325
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Mary Ann BerryPresident
Jim HobanVice President
Alan ClarkDirector
Mark HarbisonDirector
Paul VierlingDirector
Ray PalerDirector
Win SchoemanDirector
Chad AdamsSecretary
Mark MerriamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,891
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$202,891
Change in Net Assets
$68,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,595
Other Expenses$32,971
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,435--$73,435
Grants to Domestic Individuals$28,160--$28,160
Other Expenses$5,294--$5,294
Fees for Services Accounting-$2,094-$2,094
Total Functional Expenses$132,472$2,094$0$134,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of HonoluluHonolulu, HI501c4Charitable donation$21,193
The Rotary FoundationEvanston, IL501c3Charitable donation$18,466
Hawaii Keiki MuseumKailua Kona, HI501c3Charitable donation$7,000
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
8082327332
Address
PO Box 2784, Honolulu, HI 96803

Signing Officer

Name
Mary Ann Berry
Title
President
Phone
8082327332
Signed
2022-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Berry
Formed
1998
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
James P Hasselman CPA LLC
Address
PO Box 11149, Honolulu, HI 96828
Phone
8087215483
Raw XML Appendix375 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Charitable donation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Charitable donation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Rotary Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Rotary Club of Honolulu
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Hawaii Keiki Museum
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 Sherman Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1705 Queen St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt274-5533 Luhia St D
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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/TotalAssetsBOYAmt0295640
IRS990/TotalAssetsEOYAmt0363965
IRS990/TotalAssetsGrp/BOYAmt0295640
IRS990/TotalAssetsGrp/EOYAmt0363965
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0202891
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02094
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132472
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134566
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0295640
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0363965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0132472
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0295640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0363965
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 2784
IRS990/USAddress/CityNm0Honolulu
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096803
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Ann Berry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08082327332
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 5000 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990339185
ReturnHeader/Filer/PhoneNum08082327332
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2784
ReturnHeader/Filer/USAddress/CityNm0Honolulu
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096803
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/PreparationDt02022-08-03
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-03T23:35:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ann Berry
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$363,965
Liabilities
$0
Net assets
$363,965
Revenue
$202,891
Expenses
$134,566
Net income
$68,325
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits