Civic Intelligence

Woodbury Rotary Community Fund

EIN 20-0013051 • 501(c)3 • Woodbury, MN

Profile

Provide support to woodbury community

170 E 7th PlaceWoodbury, MN 55101

lss-cpas.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

31st percentile

-9.9%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-9.2%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

382%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,146

Down $2,443 (-9.2%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$24,146

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$24,765

Up $19,625 (+382%) from 2013

Expenses

Up

$27,208

Up $1,181 (+4.5%) from 2013

Net Income

Up

-$2,443

Up $18,444 (+88%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $160,745Liabilities 2011: $02011Assets 2012: $47,476Liabilities 2012: $02012Assets 2013: $26,589Liabilities 2013: $02013Assets 2014: $24,146Net Assets 2014: $24,1462014

Highlighted filing

2014

Assets$24,146
Liabilities-
Net Assets$24,146
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $77,754Expenses 2011: $554Net Income 2011: $77,2002011Revenue 2012: $116,787Expenses 2012: $230,056Net Income 2012: -$113,2692012Revenue 2013: $5,140Expenses 2013: $26,027Net Income 2013: -$20,8872013Revenue 2014: $24,765Expenses 2014: $27,208Net Income 2014: -$2,4432014

Highlighted filing

2014

Revenue$24,765
Expenses$27,208
Net Income-$2,443
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,146
Liabilities
-
Net assets
$24,146
Revenue
$24,765
Expenses
$27,208
Net income
-$2,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.25$0.27$0.02
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.05$0.26$0.21
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$1.17$2.30$1.13
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.78$0.01$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 30, 2015
Return Version
2013v4.0
Gross Receipts
$24,765
Mission and Program Overview

Mission

Provide support to woodbury community

Program Services

DescriptionGrantsExpenses
SUPPORT OF ROTARY CLUB OF WOODBURY PROJECTS$26,495$26,495
SUPPORT OF ROTARY CLUB OF WOODBURY SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN HERMANPresident-$0--
JIM STEVENSONTreasurer-$0--
MARK TEBELIUSSecretary-$0--
CORK WICKERBoard Member-$0--
LARRY PROPSTBoard Member-$0--
Filing and Contact Details

Filer

EIN
20-0013051
Phone
6512652051

Signing Officer

Name
Jim Stevenson
Title
Treasurer
Phone
6512652051
Signed
2015-01-30

Preparer

Preparer
James E Stevenson CPA
Phone
6512245721
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 3,936 total 3,936”

Form 990-ez, Part I, Line 10

“CANVAS HEALTH 18,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank charges 67 credit card charges 27 other exp. - road vests 119 scholarship 500 total 713”

Raw XML Appendix154 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0ALAN HERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1JIM STEVENSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK TEBELIUS
CompensationExplanation/CompensationExplanationGrp/PersonNm3CORK WICKER
CompensationExplanation/CompensationExplanationGrp/PersonNm4LARRY PROPST
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JIM STEVENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06512245721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10170 EAST SEVENTH PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ST PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026589
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0652
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2443
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt026495
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026589
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026589
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALAN HERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK TEBELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORK WICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARRY PROPST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0713
IRS990EZ/OtherRevenueTotalAmt03936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO WOODBURY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt017135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF ROTARY CLUB OF WOODBURY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF ROTARY CLUB OF WOODBURY SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026495
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026495
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt03028
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027208
IRS990EZ/TotalProgramServiceExpensesAmt026495
IRS990EZ/TotalRevenueAmt024765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0188558
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040524
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt024671
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt011181
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt020948
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt056800
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80130
IRS990ScheduleA/PublicSupportPY509Pct00.79390
IRS990ScheduleA/PublicSupportTotal509Amt0229082
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt091116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036929
IRS990ScheduleA/Total509Grp/TotalAmt0229082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 3,936 TOTAL 3,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CANVAS HEALTH 18,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK CHARGES 67 CREDIT CARD CHARGES 27 OTHER EXP. - ROAD VESTS 119 SCHOLARSHIP 500 TOTAL 713
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06512652051
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10WOODBURY ROTARY COMMUNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0200013051
ReturnHeader/Filer/PhoneNum06512652051
ReturnHeader/Filer/USAddress/AddressLine10170 E 7TH PLACE
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410738189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LETHERT SKWIRA SCHULTZ & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10170 7TH PL E STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAINT PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0551012361
ReturnHeader/PreparerPersonGrp/PhoneNum06512245721
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E STEVENSON CPA
ReturnHeader/ReturnTs02015-02-17T12:48:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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