Civic Intelligence

Billings Rotary Foundation

990 • Fiscal year 2017 • EIN 20-4048858

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 09, 2017

PO Box 1491Billings, MT 59103-1491

(406) 252-4953

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$529,365

Up $52,776 (+11%) from 2016

Net Assets

Up

$526,621

Up $52,482 (+11%) from 2016

Liabilities

Up

$2,744

Up $294 (+12%) from 2016

Revenue

Up

$66,895

Up $18,323 (+38%) from 2016

Expenses

Down

$47,766

Down $2,152 (-4.3%) from 2016

Net Income

Up

$19,129

Up $20,475 (+1521%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $368,491Liabilities 2011: $0Net Assets 2011: $368,4912011Assets 2012: $367,079Liabilities 2012: $0Net Assets 2012: $367,0792012Assets 2013: $410,695Liabilities 2013: $468Net Assets 2013: $410,2272013Assets 2014: $509,237Liabilities 2014: $1,272Net Assets 2014: $507,9652014Assets 2015: $493,865Liabilities 2015: $1,324Net Assets 2015: $492,5412015Assets 2016: $476,589Liabilities 2016: $2,450Net Assets 2016: $474,1392016Assets 2017: $529,365Liabilities 2017: $2,744Net Assets 2017: $526,6212017Assets 2018: $565,065Liabilities 2018: $2,988Net Assets 2018: $562,0772018Assets 2019: $606,058Liabilities 2019: $2,658Net Assets 2019: $603,4002019Assets 2020: $612,070Liabilities 2020: $2,626Net Assets 2020: $609,4442020Assets 2021: $741,826Liabilities 2021: $1,635Net Assets 2021: $740,1912021Assets 2022: $666,379Liabilities 2022: $162Net Assets 2022: $666,2172022Assets 2023: $764,375Liabilities 2023: $1,500Net Assets 2023: $762,8752023Assets 2024: $853,189Liabilities 2024: $500Net Assets 2024: $852,6892024Assets 2025: $1,003,429Liabilities 2025: $1,000Net Assets 2025: $1,002,4292025

Highlighted filing

2017

Assets$529,365
Liabilities$2,744
Net Assets$526,621

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $49,516Expenses 2011: $37,270Net Income 2011: $12,2462011Revenue 2012: $62,340Expenses 2012: $32,824Net Income 2012: $29,5162012Revenue 2013: $60,405Expenses 2013: $43,387Net Income 2013: $17,0182013Revenue 2014: $209,089Expenses 2014: $153,161Net Income 2014: $55,9282014Revenue 2015: $111,499Expenses 2015: $62,257Net Income 2015: $49,2422015Revenue 2016: $48,572Expenses 2016: $49,918Net Income 2016: -$1,3462016Revenue 2017: $66,895Expenses 2017: $47,766Net Income 2017: $19,1292017Revenue 2018: $77,790Expenses 2018: $48,515Net Income 2018: $29,2752018Revenue 2019: $83,154Expenses 2019: $46,752Net Income 2019: $36,4022019Revenue 2020: $71,352Expenses 2020: $51,955Net Income 2020: $19,3972020Revenue 2021: $122,188Expenses 2021: $55,335Net Income 2021: $66,8532021Revenue 2022: $126,415Expenses 2022: $46,455Net Income 2022: $79,9602022Revenue 2023: $82,230Expenses 2023: $40,178Net Income 2023: $42,0522023Revenue 2024: $85,845Expenses 2024: $39,187Net Income 2024: $46,6582024Revenue 2025: $187,779Expenses 2025: $93,595Net Income 2025: $94,1842025

Highlighted filing

2017

Revenue$66,895
Expenses$47,766
Net Income$19,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$290,692
Mission and Program Overview

Mission

To support the charitable activities of the billings rotary club in its efforts to encourage and foster the ideal of service among its' members to serve its' community and society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$474,139$526,621▲ $52,482
Investments in Publicly Traded Securities$464,970$511,498▲ $46,528
Cash and Non-Interest-Bearing Accounts$4,268$10,516▲ $6,248
Intangible Assets$7,351$7,351→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$476,589$529,365▲ $52,776
Liabilities
Deferred Revenue$2,450$2,744▲ $294
Total Liabilities$2,450$2,744▲ $294
Net Assets / Fund Balance
Total Net Assets Fund Balance$474,139$526,621▲ $52,482
Total Liabilities and Net Assets / Fund Balance$476,589$529,365▲ $52,776

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$52,089---$52,089
2015$40,138$13,656▼ $1,705-$52,089
2014$38,425-▲ $1,713-$40,138
2013$5,008$33,385▲ $32-$38,425
2012-$5,000▲ $8-$5,008
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allan KarellDirector
Bill DutcherDirector
Darrell E EhrlickDirector
David KimballDirector
Kristie AsayDirector
Paul HagenDirector
Robert G Michelotti JrDirector
Sandy WongDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$38,437
Program Service Revenue
$0
Investment Income
$27,677
Other Revenue
$781
All Other Contributions
$38,437
Change in Net Assets
$19,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,350
Other Expenses$6,416
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,000--$24,000
Grants to Domestic Individuals$11,000--$11,000
Foreign Grants$6,350--$6,350
Fees for Service Investment Mgmnt Fees-$4,825-$4,825
Office Expenses-$1,423-$1,423
Other Expenses-$29-$29
Total Functional Expenses$41,350$6,416$0$47,766
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Service IncBillings, MT501(c)(3)Funds Were Provided to Purchase and Provide Food Baskets$24,000

International Summary

Offices
0
Employees
0
Spending
$6,350

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServicesConstruction of Water Wells in Liberia00$6,350
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 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 A, Line 8B

The organization does not have any committees that act on behalf of the governing body. Therefore, there are no committee meetings held.

Form 990, Part VI, Section B, Line 11B

The 990 return was reviewed by the board members at a board meeting.

Form 990, Part VI, Section C, Line 19

The organization will make the 990 available to the public at: 1981 pryor lane billings, mt 59102

Filing and Contact Details

Filer

Filer Name
Billings Rotary Foundation Inc
EIN
20-4048858
Phone
4062524953
Address
PO BOX 1491, BILLINGS, MT 59103-1491

Signing Officer

Name
Darrell E Ehrlick
Title
Treasurer
Phone
4062524953
Signed
2017-10-09

Organization Details

Principal Officer
Darrell E Ehrlick
Formed
2005
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Daniel S Miller CPA
Phone
4062455136
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -3.

Raw XML AppendixShowing 400 of 417 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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IRS990ScheduleA/TotalSupportAmt0377499
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt052089
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt052089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt040138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt052089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt038425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt040138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01713
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05008
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt033385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt038425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05008
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt06350
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0CONSTRUCTION OF WATER WELLS IN LIBERIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt06350
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0MONEY GRAM
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt01
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0FUNDS TO PROVIDE FOR CONSTRUCTION OF WATER WELLS
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt06350
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt06350
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt024000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS WERE PROVIDED TO PURCHASE AND PROVIDE FOOD BASKETS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMILY SERVICE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0810232120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01824 1ST AVE N
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BILLINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, THERE ARE NO COMMITTEE MEETINGS HELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN WAS REVIEWED BY THE BOARD MEMBERS AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE THE 990 AVAILABLE TO THE PUBLIC AT: 1981 PRYOR LANE BILLINGS, MT 59102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING -3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0476589
IRS990/TotalAssetsEOYAmt0529365
IRS990/TotalAssetsGrp/BOYAmt0476589
IRS990/TotalAssetsGrp/EOYAmt0529365
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt038437
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06416
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041350
IRS990/TotalFunctionalExpensesGrp/TotalAmt047766
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02450
IRS990/TotalLiabilitiesEOYAmt02744
IRS990/TotalLiabilitiesGrp/BOYAmt02450
IRS990/TotalLiabilitiesGrp/EOYAmt02744
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0526621
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041350
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028458
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066895
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0476589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0529365
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01981 PRYOR LANE
IRS990/USAddress/CityNm0BILLINGS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059102
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DARRELL E EHRLICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062524953
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILLINGS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0204048858
ReturnHeader/Filer/PhoneNum04062524953
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1491
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0591031491
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09ECBF3E5E33A12BB28D726E56ECB21875A14D675
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA30D2C5D893C55F88B70EFAA6411967BDC7BAFB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.238

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.19$0.09$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.04$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.08$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.13$0.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.60$0.08$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.56$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.47$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.11$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.21$0.15$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.06$0.03$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.05$0.04$0.01