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Rotary District 5240 Charitable Foundation

  • Santa Barbara, CA
  • Tax-exempt since Aug. 1995
  • EIN: 77-0407204

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.33k (2024)

Expenses
$25 (2024)

Total Assets
$59.3k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,329
Expenses
$25
Net Income
$1,304
Net Assets
$59,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,329
100%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,266
Total Liabilities $0
Net Assets $59,266
Compensation
Key Employees and Officers Compensation Other
Vicki Arndt (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Nick Frankel (Director) $0 $0
Marta Brown (Director) $0 $0
Chris Baxter (Director) $0 $0
Barry Vanderkelen (President) $0 $0
Jason Corey (Director) $0 $0
Sherry Sim (Director) $0 $0
Jeff Bell (Director) $0 $0
Michael Dutra (Director) $0 $0
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Document Links

990-EZ
Filed on Dec. 20, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$864
Expenses
$4,525
Net Income
-$3,661
Net Assets
$57,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $56
6.5%
Program Services $0
Investment Income $808
93.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,961
Total Liabilities $0
Net Assets $57,961
Compensation
Key Employees and Officers Compensation Other
Amy Smith (Director) $0 $0
Vicki Arndt (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Sandi Schwartz (Director) $0 $0
Scott Phillips (Director) $0 $0
Nick Frankel (Director) $0 $0
Marta Brown (Director) $0 $0
Chris Baxter (Director) $0 $0
Barry Vanderkelen (President) $0 $0
Jason Corey (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36
Expenses
$22,933
Net Income
-$22,897
Net Assets
$61,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $28
77.8%
Program Services $0
Investment Income $8
22.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,622
Total Liabilities $0
Net Assets $61,622
Compensation
Key Employees and Officers Compensation Other
Amy Smith (President) $0 $0
Vicki Arndt (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Sandi Schwartz (Director) $0 $0
Scott Phillips (Director) $0 $0
Nick Frankel (Director) $0 $0
Dana Moldovan (Director) $0 $0
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990-EZ
Filed on May 3, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,872
Expenses
$526
Net Income
$6,346
Net Assets
$84,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,869
100.0%
Program Services $0
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $84,519
Total Liabilities $0
Net Assets $84,519
Compensation
Key Employees and Officers Compensation Other
Scott Phillips (President) $0 $0
Vicki Arndt (Director) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Sandi Schwartz (Director) $0 $0
Nick Frankel (Director) $0 $0
Deborah Linden (Director) $0 $0
Dana Moldovan (Director) $0 $0
Amy Smith (Director) $0 $0
+ View more people

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990-EZ
Filed on Nov. 9, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,270
Expenses
$44,126
Net Income
-$31,856
Net Assets
$78,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,021
98.0%
Program Services $0
Investment Income $249
2.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,173
Total Liabilities $0
Net Assets $78,173
Compensation
Key Employees and Officers Compensation Other
Scott Phillips (President) $0 $0
Vicki Arndt (Director) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Richard Grossman (Director) $0 $0
John Weiss (Director) $0 $0
Sandi Schwartz (Director) $0 $0
Savi Bhim (Director) $0 $0
Nick Frankel (Director) $0 $0
Deborah Linden (Director) $0 $0
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990-EZ
Filed on Jan. 19, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,551
Expenses
$6,818
Net Income
$41,733
Net Assets
$110,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,132
99.1%
Program Services $0
Investment Income $419
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $110,029
Total Liabilities $0
Net Assets $110,029
Compensation
Key Employees and Officers Compensation Other
Scott Phillips (Secretary) $0 $0
Vicki Arndt (Director) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Barry Vanderkelen (President) $0 $0
John Weiss (Director) $0 $0
Sandi Schwartz (Director) $0 $0
Savi Bhim (Director) $0 $0
Nick Frankel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 7, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,281
Expenses
$43,188
Net Income
$30,093
Net Assets
$68,296
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,103
99.8%
Program Services $0
Investment Income $178
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,296
Total Liabilities $0
Net Assets $68,296
Compensation
Key Employees and Officers Compensation Other
Scott Phillips (Secretary/Pe) $0 $0
Vicki Arndt (Director) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Barry Vanderkelen (President) $0 $0
John Weiss (Director) $0 $0
Sandi Schwartz (Director) $0 $0
Nick Frankle (Director) $0 $0
+ View more people

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990-EZ
Filed on Nov. 26, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$9,774
Expenses
$11,977
Net Income
-$2,203
Net Assets
$38,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $80
0.8%
Program Services $0
Investment Income $14
0.1%
Net Fundraising $9,680
99.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $38,203
Total Liabilities $0
Net Assets $38,203
Compensation
Key Employees and Officers Compensation Other
Jim Bell (Director) $0 $0
Vicki Arndt (President) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Barry Vanderkelen (Secretary/Pe) $0 $0
John Weiss (Director) $0 $0
David Saint Armand (Director) $0 $0
Nick Frankle (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 18, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31
Expenses
$1,015
Net Income
-$984
Net Assets
$40,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $27
87.1%
Program Services $0
Investment Income $4
12.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $40,406
Total Liabilities $0
Net Assets $40,406
Compensation
Key Employees and Officers Compensation Other
Jim Bell (Director, Dg) $0 $0
Vicki Arndt (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Edwin Velarde (Director) $0 $0
Loretta Butts (Director, Pdg) $0 $0
Nick Frankel (Director, Dge) $0 $0
Andrew Fishkin (President) $0 $0
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Document Links

990-EZ
Filed on Dec. 2, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,201
Expenses
$12,729
Net Income
$13,472
Net Assets
$41,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,000
64.9%
Program Services $0
Investment Income $4
0.0%
Net Fundraising $9,197
35.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,390
Total Liabilities $0
Net Assets $41,390
Compensation
Key Employees and Officers Compensation Other
Jim Bell (Director, Dge 2014 15) $0 $0
Karen Kawaguchi (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Edwin Velarde (President) $0 $0
Loretta Butts (Director, Dg 2013 14) $0 $0
Jack Mcclenahan (Director, Pdg 2012 13) $0 $0
Andrew Fishkin (Director) $0 $0
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990-EZ
Filed on Aug. 14, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$4
Expenses
$7,792
Net Income
-$7,788
Net Assets
$27,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4
100%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,918
Total Liabilities $0
Net Assets $27,918
Compensation
Key Employees and Officers Compensation Other
Loretta Butts (Director, Dge 2014 15) $0 $0
Lee Carroll (Secretary) $0 $0
Jody Dolan Holehouse (Treasurer) $0 $0
Thomas Swan (President) $0 $0
Jack Mcclenahan (Director, Dg 2013 14) $0 $0
Frank Ortiz (Director, Pdg 2012 13) $0 $0
Edwin Valarde (Director) $0 $0
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990-EZ
Filed on Sept. 2, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,004
Expenses
$12,415
Net Income
-$11,411
Net Assets
$35,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
99.6%
Program Services $0
Investment Income $4
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,706
Total Liabilities $0
Net Assets $35,706

Document Links

990-EZ
Filed on Nov. 26, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,828
Expenses
$21,037
Net Income
-$19,209
Net Assets
$47,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,823
99.7%
Program Services $0
Investment Income $5
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,117
Total Liabilities $0
Net Assets $47,117

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,471
Expenses
$20,310
Net Income
$25,161
Net Assets
$66,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,466
100.0%
Program Services $0
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $66,326
Total Liabilities $0
Net Assets $66,326

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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