Civic Intelligence

Rotary International District 5470

990 • Fiscal year 2017 • EIN 23-7310627

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

P O Box 541Woodland Park, CO 80866

(719) 687-4151

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

0.4%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$198,326

Up $45,018 (+29%) from 2016

Net Assets

Up

$180,274

Up $44,012 (+32%) from 2016

Liabilities

Up

$18,052

Up $1,006 (+5.9%) from 2016

Revenue

Up

$252,686

Up $944 (+0.4%) from 2016

Expenses

Down

$208,674

Down $1,564 (-0.7%) from 2016

Net Income

Up

$44,012

Up $2,508 (+6.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $153,308Liabilities 2016: $17,046Net Assets 2016: $136,2622016Assets 2017: $198,326Liabilities 2017: $18,052Net Assets 2017: $180,2742017Assets 2018: $232,838Liabilities 2018: $33,503Net Assets 2018: $199,3352018Assets 2019: $196,209Liabilities 2019: $19,508Net Assets 2019: $176,7012019Assets 2020: $149,878Liabilities 2020: $0Net Assets 2020: $149,8782020Assets 2021: $194,146Liabilities 2021: $1,956Net Assets 2021: $192,1902021Assets 2022: $131,077Liabilities 2022: $622Net Assets 2022: $130,4552022Assets 2023: $111,025Liabilities 2023: $0Net Assets 2023: $111,0252023Assets 2024: $98,558Liabilities 2024: $0Net Assets 2024: $98,5582024Assets 2025: $93,073Liabilities 2025: $0Net Assets 2025: $93,0732025

Highlighted filing

2017

Assets$198,326
Liabilities$18,052
Net Assets$180,274

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $251,742Expenses 2016: $210,238Net Income 2016: $41,5042016Revenue 2017: $252,686Expenses 2017: $208,674Net Income 2017: $44,0122017Revenue 2018: $251,081Expenses 2018: $201,893Net Income 2018: $49,1882018Revenue 2019: $224,259Expenses 2019: $229,260Net Income 2019: -$5,0012019Revenue 2020: $227,253Expenses 2020: $254,076Net Income 2020: -$26,8232020Revenue 2021: $203,312Expenses 2021: $161,000Net Income 2021: $42,3122021Revenue 2022: $277,191Expenses 2022: $338,926Net Income 2022: -$61,7352022Revenue 2023: $268,793Expenses 2023: $288,223Net Income 2023: -$19,4302023Revenue 2024: $263,121Expenses 2024: $275,588Net Income 2024: -$12,4672024Revenue 2025: $263,770Expenses 2025: $269,255Net Income 2025: -$5,4852025

Highlighted filing

2017

Revenue$252,686
Expenses$208,674
Net Income$44,012
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$252,686
Mission and Program Overview

Mission

The mission of rotary international is to encourage and foster the ideal of service as a basis of worth enterprise, development of acquaintance, high ethical standards, ideals of service and advancement of international understanding. This mission is accomplished through the numerous rotary clubs and districts around the world. Rotary international district 5470 in southern and western colorado is one of the rotary international districts established to help accomplish the rotary mission.

The mission of rotary international district 5470 is to provide direction to individual rotary clubs in the district and to support club events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$136,262$180,274▲ $44,012
Cash and Non-Interest-Bearing Accounts$75,943$130,365▲ $54,422
Savings and Temporary Cash Investments$64,934$65,264▲ $330
Accounts Receivable$9,290$0▼ $9,290
Land, Buildings, and Equipment, Net$2,156$1,697▼ $459
Prepaid Expenses and Deferred Charges$985$1,000▲ $15
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$153,308$198,326▲ $45,018
Other Assets Total-$0-
Liabilities
Other Liabilities$17,046$18,052▲ $1,006
Total Liabilities$17,046$18,052▲ $1,006
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,262$180,274▲ $44,012
Total Liabilities and Net Assets / Fund Balance$153,308$198,326▲ $45,018

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,697$1,142$2,839
Compensation and Service Providers

Board Members and Trustees

NameTitle
Forrest EcksAdmin/mgt Chair
Bob StovallComm Serv Chair
Lynn Perez-hewittPr Chair
Paulette ChurchPr Chair
Becky SmithTraining Chair
David WoodDg Nominee Des.
George SmallDist Gov Elect
Chris PetersonDist. Gov. Nom.
Teresa AnsonDistrict Gov.
Clyde ChurchFoundation Chai
Bob DelavanPast Dist. Gov.
Lindsay KellerSecretary
Catherine M SkilesTreasurer
Larry SoukupYouth Serv Chai
Revenue and Support

Revenue Composition

Contributions and Grants
$176,323
Program Service Revenue
$76,030
Investment Income
$333
Other Revenue
$0
Change in Net Assets
$44,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,985
Grants and Similar Amounts Paid$78,689
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,689--$78,689
All Other Expenses$31,382--$31,382
Other Expenses$9,913--$9,913
Information Technology$1,788--$1,788
Depreciation Depletion$458--$458
Fees for Services Other$50--$50
Total Functional Expenses$208,674$0$0$208,674
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
District Educational GroupWoodland Park, CO-District Conference/assembly$10,302
Rotary Club-durango High NoonDurango, CO-Zimbabwe Project$7,500
Rotary Club-vailVail, CO-Literacy Project Grant$7,500
Rotary Club-canon CityCanon City, CO-Health Education Curriculum$7,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dg Travel Exp$6,421
Dge Ri Convention Expenses$4,533
Dg Ri Expenses$3,743
Ryla Credit-clubs-future Attendees$2,625
Dge Banner Exp$463
Youth Service Exp$205
Pr Exp-shipping$62
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Clyde church and paulette church, rotary district 5470 officers and directors, are married to each other.

Form 990, Part VI, Line 11B: Form 990 Review Process

The completed form 990 is reviewed by the rotary district 5470 board of directors prior to filing the return with the internal revenue service.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The governing documents, policies, financial statements and form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International District 5470
EIN
23-7310627
Phone
7196874151
Address
P O BOX 541, WOODLAND PARK, CO 80866

Signing Officer

Name
Catherine M Skiles
Title
Treasurer
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Co
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
52

Preparer

Firm
Catherine M Skiles CPA PC
Address
PO Box 541, Woodland Park, CO 80866
Preparer
Catherine M Skiles
Phone
7196874151
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

Rotary international district 5470 organized a 501(c)(3) nonprofit educational group during the 2016/2017 fiscal year. This new educational group now oversees all the educational activities conducted by rotarians in the district, such as the annual district conference, assembly, membership training and rotary leadership training.

Form 990, Part IX, Line 24E: Other Expenses

ASSISTANT DISTRICT GOV EXP: Column (A) - Total = $552; Column (B) - Program Services = $552; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK FEES - CONFERENCE ACCT: Column (A) - Total = $5; Column (B) - Program Services = $5; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CARGO TRAILER EXPENSES: Column (A) - Total = $50; Column (B) - Program Services = $50; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT DIRECTORY: Column (A) - Total = $3609; Column (B) - Program Services = $3609; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT GOV ELECT EXP: Column (A) - Total = $9897; Column (B) - Program Services = $9897; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT GOV NOM. DESG. EXP: Column (A) - Total = $233; Column (B) - Program Services = $233; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT GOV NOMINEE EXP: Column (A) - Total = $3819; Column (B) - Program Services = $3819; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT PLANNER: Column (A) - Total = $1838; Column (B) - Program Services = $1838; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT TRAINER EXPENSES: Column (A) - Total = $869; Column (B) - Program Services = $869; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT TREASURER EXPENSES: Column (A) - Total = $85; Column (B) - Program Services = $85; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MEMBERSHIP COMMITTEE EXP: Column (A) - Total = $845; Column (B) - Program Services = $845; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PAST DIST GOV RECEPTION EXP: Column (A) - Total = $3090; Column (B) - Program Services = $3090; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PUBLIC RELATIONS COMMITTEE EXP: Column (A) - Total = $3694; Column (B) - Program Services = $3694; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ROTARY LEADERSHIP INSTITUTE: Column (A) - Total = $1609; Column (B) - Program Services = $1609; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SERVICE COMMITTEE: Column (A) - Total = $347; Column (B) - Program Services = $347; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE EXPENSE: Column (A) - Total = $840; Column (B) - Program Services = $840; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIST. GOV. NOM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt11YOUTH SERV CHAI
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DG NOMINEE DES.
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IRS990/MissionDesc0THE MISSION OF ROTARY INTERNATIONAL IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTH ENTERPRISE, DEVELOPMENT OF ACQUAINTANCE, HIGH ETHICAL STANDARDS, IDEALS OF SERVICE AND ADVANCEMENT OF INTERNATIONAL UNDERSTANDING. THIS MISSION IS ACCOMPLISHED THROUGH THE NUMEROUS ROTARY CLUBS AND DISTRICTS AROUND THE WORLD. ROTARY INTERNATIONAL DISTRICT 5470 IN SOUTHERN AND WESTERN COLORADO IS ONE OF THE ROTARY INTERNATIONAL DISTRICTS TO HELP ACCOMPLISH THE ROTARY MISSION.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HEALTH EDUCATION CURRICULUM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ZIMBABWE PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3LITERACY PROJECT GRANT
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY CLUB-CANON CITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTARY CLUB-DURANGO HIGH NOON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROTARY CLUB-VAIL

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