ROTARY INTERNATIONAL DISTRICT 5320 INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL DISTRICT 5320 INC (EIN 35-2341807)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201813199349315126
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:58:01-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Simpson CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21210 NE 197th Circle | AddressLine1Txt |
| City | Brush Prairie | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986069002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352341807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY INTERNATIONAL DISTRICT 5320 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 7149211881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 E LA PALMA AVE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY WALTHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7149211881 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SIMPSON | PreparerPersonNm |
| PTIN | P00638356 | PTIN |
| Phone | 3608852564 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.42.236.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 13:57:51 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E8412EA6DD4BFC116790544A5A72DA16C43AAC2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E8412EA6DD4BFC116790544A5A72DA16C43AAC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUCY WALTHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 E LA PALMA | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $525,152 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0573 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | Rotary5320.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DISTRICT 5320 IS AN ORGANIZATION THAT PROVIDES COMMUNICATION BETWEEN ROTARY INTERNATIONAL AND AMONG THE CLUBS OF THE DISTRICT TO HELP THEM ACHIEVE COMMON GOALS. THE DISTRICT ASSISTS CLUBS TO ACHIEVE THEIR GOALS IN THEIR OWN COMMUNITIES AS WELL AS TO UNITE THE CLUBS IN ACHIEVING SUCCESS IN THEIR "AVENUS OF SERVICE" | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $304,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $306,251 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,626 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $218,838 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71 | PYInvestmentIncomeAmt |
| CY Investment Income | $63 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $509,708 | PYTotalRevenueAmt |
| CY Total Revenue | $525,152 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $180,897 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $143,024 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,140 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $303,842 | PYOtherExpensesAmt |
| CY Other Expenses | $346,906 | CYOtherExpensesAmt |
| PY Total Expenses | $486,102 | PYTotalExpensesAmt |
| CY Total Expenses | $511,070 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,606 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $123,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,615 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $104,927 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,009 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | District 5320 is an organization that provides communication between Rotary International and among | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $282,415 | ExpenseAmt |
| Grant | $144,699 | GrantAmt |
| Revenue | $306,313 | RevenueAmt |
| Desc | DISTRICT OPERATIONS: THE DISTRICT IS ORGANIZED TO MONITOR, EDUCATE, INSPIRE, AND COMMUNICATE NEEDS AMONG THE CLUBS, THE DISTRICT, AND TO ROTARY INTERNATIONAL. THE DISTRICT IS MADE UP OF 46 CLUBS WITH 1984 MEMBERS. THE DISTRICT ALSO PUBLISHES A MOTHLY NEWSLETTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $86,572 | ExpenseAmt |
| Revenue | $84,800 | RevenueAmt |
| Desc | TO RAISE FUNDS FOR ROTARY YOUTH LEADERSHIP AWARDS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,255 | ExpenseAmt |
| Grant | $19,614 | GrantAmt |
| Revenue | $43,255 | RevenueAmt |
| Desc | TO RAISE MONEY FOR THE ROTARY FOUNDATION'S "END POLIO NOW" CAMPAIGN | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,272 | ExpenseAmt |
| Grant | $10,195 | GrantAmt |
| Revenue | $60,475 | RevenueAmt |
| Desc | To raise funds for The Rotary Foundation | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $57,272 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,195 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $60,475 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $469,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON LYNCH | PersonNm |
| Phone | 7149211881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2970 East La Palma | AddressLine1Txt |
| City | Anaheim | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| IAN HICKS | ||||||
| President | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAY SANFORD | ||||||
| Director | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUCY WALTHER | ||||||
| Director | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $154,027 | MembershipDuesAmt |
| Related Organizations | $152,224 | RelatedOrganizationsAmt |
| Total Contributions | $306,251 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| RYLA | 611710 | $84,800 |
| ANGELS GAME END POLIO NOW | 624100 | $43,255 |
| ROTARY FOUNDATION DINNER | 624100 | $60,475 |
| DISTRICT CONFERENCE | 611710 | $27,118 |
| BUSINESS ROTARIAN | 611710 | $190 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $218,838 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $525,152 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $218,901 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,024 | TotalAmt |
| Program Services | $113,024 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,010 | TotalAmt |
| Program Services | $18,010 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,130 | TotalAmt |
| Program Services | $3,130 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,400 | TotalAmt |
| Program Services | $10,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,086 | TotalAmt |
| Program Services | $5,086 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,057 | TotalAmt |
| Program Services | $6,057 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,571 | TotalAmt |
| Program Services | $8,785 | ProgramServicesAmt |
| Management And General | $8,786 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Program Services | $180 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,986 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $20,986 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $787 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RYLA | $86,572 | $86,572 | $0 | $0 |
| Rotary Foundation Dinner | $57,272 | $57,272 | $0 | $0 |
| Angel Game/End Polio Now | $43,255 | $43,255 | $0 | $0 |
| Total Club Support | $37,054 | $37,054 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,416 | TotalAmt |
| Program Services | $50,419 | ProgramServicesAmt |
| Management And General | $10,997 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,070 | TotalAmt |
| Program Services | $469,514 | ProgramServicesAmt |
| Management And General | $41,556 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,260 | BOYAmt |
| EOY | $51,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,273 | BOYAmt |
| EOY | $33,336 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300 | BOYAmt |
| EOY | $2,280 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,409 | BOYAmt |
| EOY | $38,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,986 | LandBldgEquipAccumDeprecAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300 | BOYAmt |
| EOY | $1,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,542 | BOYAmt |
| EOY | $127,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,992 | BOYAmt |
| EOY | $4,960 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,623 | BOYAmt |
| EOY | $3,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,615 | BOYAmt |
| EOY | $8,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,927 | BOYAmt |
| EOY | $119,009 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,927 | BOYAmt |
| EOY | $119,009 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,542 | BOYAmt |
| EOY | $127,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,082 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,265 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,721 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Credit Card Payable | $3,275 |
| Payroll Taxes Payable | $558 |
| Prepaid Dues | -$661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,172 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Rotary Clubs in District 5320 | |||||||
| 2970 E La Palma Ave Ste P | Anaheim | CA | 92806 | 352341807 | 501(c) 4 | $113,024 | Support club programs |
| The Rotary Foundation | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501(c) 3 | $29,809 | Support Foundation programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Global Grant Scholar | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $30,000 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 6 | Each Rotary Club in the Rotary District is a member of the organization |
| Pt VI, Line 7a | Each Rotary Club in the Rotary District is a member of the organization, and each Rotary Club has a vote to elect the board of directors |
| Pt VI, Line 7b | Each Rotary Club in the Rotary District is a member of the organization. The members approve the budget of Rotary District 5320 on an annual basis. The members also approve changes to by-laws, if any. |
| Pt VI, Line 11b | Each member of the Board of Directors is given the opportunity to review form 990 before it is filed. |
| Pt VI, Line 19 | Information can be found on the organization's website |
| Form 990, Part III, Line 4d | To raise funds for The Rotary Foundation 57272. 10195. 60475. |
| Form 990, Part IX, Line 24e | Bank Fees 1697. 0. 1697. 0. |
| Form 990, Part IX, Line 24e | Printing & Postage 792. 106. 686. 0. |
| Form 990, Part IX, Line 24e | Taxes 150. 150. 0. 0. |
| Form 990, Part IX, Line 24e | Telephone 2029. 2029. 0. 0. |
| Form 990, Part IX, Line 24e | Website 3123. 3123. 0. 0. |
| Form 990, Part IX, Line 24e | Governor Line Support 7076. 0. 7076. 0. |
| Form 990, Part IX, Line 24e | Grant Administrative Expenses 1675. 1675. 0. 0. |
| Form 990, Part IX, Line 24e | Business Leadership 3445. 3445. 0. 0. |
| Form 990, Part IX, Line 24e | District Assembly 2887. 2887. 0. 0. |
| Form 990, Part IX, Line 24e | District Conference 26630. 26630. 0. 0. |
| Form 990, Part IX, Line 24e | Food & Beverage 10261. 10261. 0. 0. |
| Form 990, Part IX, Line 24e | Awards & Recognition 113. 113. 0. 0. |
| Form 990, Part IX, Line 24e | Miscellaneous 75. 0. 75. 0. |
| Form 990, Part IX, Line 24e | Janitorial 1463. 0. 1463. 0. |
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