Civic Intelligence

Fm Rotary Foundation

990EZ • Fiscal year 2016 • EIN 20-3453808

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 29, 2017

PO Box 684Fargo, ND 58107-0684

(701) 237-4860

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2016 filings • NTEE S20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.00x

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

2016 filings • NTEE S20 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2016 filings • NTEE S20 • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2016 filings • NTEE S20 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-32%

Faster asset growth than 16% of similar nonprofits.

2016 filings • NTEE S20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • NTEE S20 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$52,803

Down $24,879 (-32%) from 2015

Net Assets

Down

$52,803

Down $4,879 (-8.5%) from 2015

Liabilities

Down

$0

Down $20,000 (-100%) from 2015

Revenue

Down

$46,202

Down $7,117 (-13%) from 2015

Expenses

Up

$51,081

Up $20,208 (+65%) from 2015

Net Income

Down

-$4,879

Down $27,325 (-122%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $36,008Liabilities 2010: $133,000Net Assets 2010: -$96,9922010Assets 2011: $28,654Liabilities 2011: $80,0002011Assets 2012: $59,251Liabilities 2012: $60,000Net Assets 2012: -$7492012Assets 2013: $91,276Liabilities 2013: $40,000Net Assets 2013: $51,2762013Assets 2014: $55,236Liabilities 2014: $20,000Net Assets 2014: $35,2362014Assets 2015: $77,682Liabilities 2015: $20,000Net Assets 2015: $57,6822015Assets 2016: $52,803Liabilities 2016: $0Net Assets 2016: $52,8032016Assets 2017: $57,495Liabilities 2017: $0Net Assets 2017: $57,4952017Assets 2018: $62,065Liabilities 2018: $0Net Assets 2018: $62,0652018Assets 2019: $198,927Liabilities 2019: $134,037Net Assets 2019: $64,8902019Assets 2020: $318,417Liabilities 2020: $158,419Net Assets 2020: $159,9982020Assets 2021: $570,284Liabilities 2021: $121,862Net Assets 2021: $448,4222021Assets 2022: $762,951Liabilities 2022: $108,432Net Assets 2022: $654,5192022Assets 2023: $554,679Liabilities 2023: $105,938Net Assets 2023: $448,7412023Assets 2024: $185,006Liabilities 2024: $198,697Net Assets 2024: -$13,6912024Assets 2025: $56,764Liabilities 2025: $71,400Net Assets 2025: -$14,6362025

Highlighted filing

2016

Assets$52,803
Liabilities$0
Net Assets$52,803

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $118,188Expenses 2010: $221,072Net Income 2010: -$102,8842010Revenue 2011: $128,540Expenses 2011: $82,894Net Income 2011: $45,6462011Revenue 2012: $93,885Expenses 2012: $43,288Net Income 2012: $50,5972012Revenue 2013: $95,008Expenses 2013: $42,908Net Income 2013: $52,1002013Revenue 2014: $83,660Expenses 2014: $99,700Net Income 2014: -$16,0402014Revenue 2015: $53,319Expenses 2015: $30,873Net Income 2015: $22,4462015Revenue 2016: $46,202Expenses 2016: $51,081Net Income 2016: -$4,8792016Revenue 2017: $112,683Expenses 2017: $107,991Net Income 2017: $4,6922017Revenue 2018: $103,991Expenses 2018: $99,421Net Income 2018: $4,5702018Revenue 2019: $68,746Expenses 2019: $65,921Net Income 2019: $2,8252019Revenue 2020: $194,286Expenses 2020: $99,178Net Income 2020: $95,1082020Revenue 2021: $424,416Expenses 2021: $135,992Net Income 2021: $288,4242021Revenue 2022: $309,577Expenses 2022: $103,480Net Income 2022: $206,0972022Revenue 2023: $385,945Expenses 2023: $591,723Net Income 2023: -$205,7782023Revenue 2024: $304,753Expenses 2024: $767,185Net Income 2024: -$462,4322024Revenue 2025: $105,830Expenses 2025: $106,775Net Income 2025: -$9452025

Highlighted filing

2016

Revenue$46,202
Expenses$51,081
Net Income-$4,879
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 29, 2017
Return Version
2016v3.0
Gross Receipts
$55,091
Mission and Program Overview

Mission

To provide local and international service projects of a humanitarian nature.

Program Services

DescriptionGrantsExpenses
The primary activity of the FM Rotary Foundation in 2016 was continued fundraising and support of Project English, international projects, and to provide fundraising for the National Polio Plus campaign.$42,593$45,766
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean HannigPresident-$0--
Jill BergVice President-$0--
Pat DevineSecretary-$0--
Shannon GephartTreasurer-$0--
Keith BrokkeInt'L Projects Treasurer-$0--
Holly AndersonDirector-$0--
Kriss BurnsDirector-$0--
Jennifer MillerDirector-$0--
Kay ParriesDirector-$0--
Travis ChristopherDirector-$0--
Jon BensonDirector-$0--
Tom ThompsonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Recital with a Cause$9,146$3,528$282$3,246
Rotary Ride$16,410$305$455$-150
Total Events$32,491$7,477$8,889$-1,412
Filing and Contact Details

Filer

Filer Name
FM Rotary Foundation
EIN
20-3453808
Phone
7012374860
Address
PO Box 684, Fargo, ND 58107-0684

Signing Officer

Name
Jean Hannig
Title
President
Phone
7012374860
Signed
2017-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
4310 17th Ave S PO Box 2545, Fargo, ND 58108-2545
Preparer
Lisa Chaffee CPA
Phone
7012398500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Miscellaneous Grants Under $5,000 Each. Grantee Name: Miscellaneous Grants Under $5,000. Grantee Relationship: None. Property Description: Cash. Amount Given: 12,832.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Chad Water Well. Grantee Name: Lutheran Brethren International Mission. Grantee Address: PO Box 655 Fergus Falls, MN 56538-0655. Grantee Relationship: None. Property Description: Cash. Amount Given: 5,361.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Congo Polio Braces Project. Grantee Name: Stand Proud. Grantee Address: 10250 Harrison Road Loveland, OH 45140. Grantee Relationship: None. Property Description: Cash. Amount Given: 18,400.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Support for Down Syndrome programs. Grantee Name: Gigi's Playhouse. Grantee Address: 3224 20th St South Fargo, ND 58104. Grantee Relationship: None. Property Description: Cash. Amount Given: 6,000. Total included on Form 990-EZ, line 10: 42,593.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Meetings. Amount: 655. Description: Business Registration Fee . Amount: 50. Description: Fundraising Expense . Amount: 450. Description: Membership and Dues. Amount: 1,065. Total to Form 990-EZ, line 16: 2,220.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Long Term Liabilities. Beg. of Year Amount: 20,000. End of Year Amount: 0.

Form 990-EZ, Part V, Line 35

Amounts reported on line 6b are collected from fundraising activities not regularly carried and are therefore specifically excluded from being considered unrelated trade or business income reportable on Form 990-T.

Raw XML Appendix246 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Tom Thompson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Int'l Projects Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The primary activity of the FM Rotary Foundation in 2016 was continued fundraising and support of Project English, international projects, and to provide fundraising for the National Polio Plus campaign.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Rotary Ride
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Miscellaneous Grants Under $5,000 Each. Grantee Name: Miscellaneous Grants Under $5,000. Grantee Relationship: None. Property Description: Cash. Amount Given: 12,832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Chad Water Well. Grantee Name: Lutheran Brethren International Mission. Grantee Address: PO Box 655 Fergus Falls, MN 56538-0655. Grantee Relationship: None. Property Description: Cash. Amount Given: 5,361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Congo Polio Braces Project. Grantee Name: Stand Proud. Grantee Address: 10250 Harrison Road Loveland, OH 45140. Grantee Relationship: None. Property Description: Cash. Amount Given: 18,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Support for Down Syndrome programs. Grantee Name: Gigi's Playhouse. Grantee Address: 3224 20th St South Fargo, ND 58104. Grantee Relationship: None. Property Description: Cash. Amount Given: 6,000. Total included on Form 990-EZ, line 10: 42,593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Meetings. Amount: 655. Description: Business Registration Fee . Amount: 50. Description: Fundraising Expense . Amount: 450. Description: Membership and Dues. Amount: 1,065. Total to Form 990-EZ, line 16: 2,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Long Term Liabilities. Beg. of Year Amount: 20,000. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Amounts reported on line 6b are collected from fundraising activities not regularly carried and are therefore specifically excluded from being considered unrelated trade or business income reportable on Form 990-T.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part V, Line 35
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean Hannig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07012374860
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FM Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FMRO
ReturnHeader/Filer/EIN0203453808
ReturnHeader/Filer/PhoneNum07012374860
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 684
ReturnHeader/Filer/USAddress/CityNm0Fargo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd0581070684
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0385FD7544B689D76E9DA9F221308BA92DD4DD75D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.135.124.109
ReturnHeader/FilingSecurityInformation/IPDt02017-09-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:26:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04310 17th Ave S PO Box 2545
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fargo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0581082545
ReturnHeader/PreparerPersonGrp/PhoneNum07012398500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA CHAFFEE CPA
ReturnHeader/ReturnTs02017-11-09T10:21:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.71$0.15$1.06$1.07$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$1.99$0.14$3.05$7.67$4.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$1.06$4.49$3.86$5.92$2.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$1.08$6.55$3.10$1.03$2.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$1.22$4.48$4.24$1.36$2.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$1.58$1.60$1.94$0.99$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$1.34$0.65$0.69$0.66$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$1.04$0.99$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.13$1.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.46$0.51$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.20$0.58$0.53$0.31$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.20$0.35$0.84$1.00$0.16
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.40$0.51$0.95$0.43$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.60$0.01$0.94$0.43$0.51
2011Summary only. Only limited summary data is available for this year.$0.29$0.80$1.29$0.83$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$1.33$0.97$1.18$2.21$1.03