Civic Intelligence

Rotary International District 5470

990 • Fiscal year 2018 • EIN 23-7310627

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 18, 2018

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

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

-0.6%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$232,838

Up $34,512 (+17%) from 2017

Net Assets

Up

$199,335

Up $19,061 (+11%) from 2017

Liabilities

Up

$33,503

Up $15,451 (+86%) from 2017

Revenue

Down

$251,081

Down $1,605 (-0.6%) from 2017

Expenses

Down

$201,893

Down $6,781 (-3.2%) from 2017

Net Income

Up

$49,188

Up $5,176 (+12%) from 2017

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

2018

Assets$232,838
Liabilities$33,503
Net Assets$199,335

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

2018

Revenue$251,081
Expenses$201,893
Net Income$49,188
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 18, 2018
Return Version
2017v2.2
Gross Receipts
$251,081
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$180,274$199,335▲ $19,061
Savings and Temporary Cash Investments$65,264$135,066▲ $69,802
Cash and Non-Interest-Bearing Accounts$130,365$92,159▼ $38,206
Accounts Receivable-$3,375-
Land, Buildings, and Equipment, Net$1,697$1,238▼ $459
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
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$198,326$232,838▲ $34,512
Other Assets Total-$0-
Liabilities
Other Liabilities$18,052$33,503▲ $15,451
Total Liabilities$18,052$33,503▲ $15,451
Net Assets / Fund Balance
Total Net Assets Fund Balance$180,274$199,335▲ $19,061
Total Liabilities and Net Assets / Fund Balance$198,326$232,838▲ $34,512

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,238$1,601$2,839
Compensation and Service Providers

Board Members and Trustees

NameTitle
Forrest EcksAdmin/mgt Chair
Bob StovallComm Serv Chair
Paulette ChurchPr Chair
Becky SmithTraining Chair
David WoodDg Nominee
George SmallDist Governor
Chris PetersonDist. Gov Elect
Clyde ChurchFoundation Chai
Teresa AnsonPast Dist Gov
Lindsay KellerSecretary
Catherine M SkilesTreasurer
Bob DelavanVice Governor
Larry SoukupYouth Serv Chai
Revenue and Support

Revenue Composition

Contributions and Grants
$179,295
Program Service Revenue
$71,368
Investment Income
$418
Other Revenue
$0
All Other Contributions
$857
Change in Net Assets
$49,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,962
Other Expenses$83,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,962--$117,962
All Other Expenses$17,314--$17,314
Other Expenses$9,613--$9,613
Information Technology$1,788--$1,788
Depreciation Depletion$458--$458
Office Expenses$107--$107
Total Functional Expenses$201,893$0$0$201,893
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
District Educational GroupWoodland Park, CO-District Conference/assembly$23,000
Rotary Club-vailVail, CO-Wsc District Leadership Program$7,500
Rotary Club-durango DaybreakDurango, CO-Navajo Solar Lights$7,335
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
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
Youth Service Exp$24,509
Dg Ri Expenses$6,063
Ryla Credit-clubs-future Attendees$1,875
Dge Ri Convention Expenses$1,056
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Phone
7196874151
Signed
2018-08-18
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Co
Voting Board Members
13
Independent Board Members
13
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

Other Changes In Net Assets Or Fund Balances - Other Decreases

Accrual to cash adjustment = -$30127

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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0107
IRS990/OfficeExpensesGrp/TotalAmt0107
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-30127
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRESIDENT ELECT TRAINING EXP
IRS990/OtherExpensesGrp/Desc1DISTRICT GOV ELECT EXP
IRS990/OtherExpensesGrp/Desc2DISTRICT GOV EXPENSES
IRS990/OtherExpensesGrp/Desc3YOUTH SERVICES COMMITTEE EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt032041
IRS990/OtherExpensesGrp/ProgramServicesAmt112411
IRS990/OtherExpensesGrp/ProgramServicesAmt210199
IRS990/OtherExpensesGrp/ProgramServicesAmt39613
IRS990/OtherExpensesGrp/TotalAmt032041
IRS990/OtherExpensesGrp/TotalAmt112411
IRS990/OtherExpensesGrp/TotalAmt210199
IRS990/OtherExpensesGrp/TotalAmt39613
IRS990/OtherLiabilitiesGrp/BOYAmt018052
IRS990/OtherLiabilitiesGrp/EOYAmt033503
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0IN-KIND PRES. ELECT TRAIN
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2PRES. ELECT TRAINING FEES
IRS990/ProgramServiceRevenueGrp/Desc3ROTARY INT'L DG FUNDING
IRS990/ProgramServiceRevenueGrp/Desc4ROTARY YOUTH LEADERSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1723
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316223
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt430750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt430750
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRICT FOUNDATION ROTARY INTERNATIONAL FOUNDATION GRANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt094505
IRS990/ProgSrvcAccomActy2Grp/GrantAmt090105
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt090360
IRS990/ProgSrvcAccomActy3Grp/Desc0ANNUAL ROTARY YOUTH LEADERSHIP ACTIVITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09563
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0176323
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt078689
IRS990/PYInvestmentIncomeAmt0333
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0129985
IRS990/PYProgramServiceRevenueAmt076030
IRS990/PYRevenuesLessExpensesAmt044012
IRS990/PYTotalExpensesAmt0208674
IRS990/PYTotalRevenueAmt0252686
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049188
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt090360
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0129971
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0180274
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0199335
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0135066
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01238
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01601
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt324509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DG RI EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DGE RI CONVENTION EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RYLA CREDIT-CLUBS-FUTURE ATTENDEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3YOUTH SERVICE EXP
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01238
IRS990ScheduleD/TotalLiabilityAmt033503
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt023000
IRS990ScheduleI/RecipientTable/CashGrantAmt17335
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRICT CONFERENCE/ASSEMBLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1NAVAJO SOLAR LIGHTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2WSC DISTRICT LEADERSHIP PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DISTRICT EDUCATIONAL GROUP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY CLUB-DURANGO DAYBREAK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTARY CLUB-VAIL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O BOX 541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12700 MAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2595 E VAIL VALLEY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOODLAND PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DURANGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2VAIL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080866
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd181301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd281657
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DISTRICT 5470 HAS A GRANTS COMMITTEE TO REVIEW THE GRANT REQUESTS FROM THE DISTRICT ROTARY CLUBS. THE COMMITTEE MEMBERS MAKE SURE THE REQUESTED FUNDS ARE FOR PROJECTS THAT BENEFIT THE COMMUNITY. ONCE THE FUNDS ARE SPENT AND THE PROJECTS ARE COMPLETED, THE DISTRICT ROTARY CLUBS ARE REQUIRED TO FILE A FINAL REPORT WITH THE DISTRICT GRANTS COMMITTEE INDICATING HOW THE FUNDS WERE SPENT AND INCLUDING BACKUP RECEIPTS AND DOCUMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLYDE CHURCH AND PAULETTE CHURCH, ROTARY DISTRICT 5470 OFFICERS AND DIRECTORS, ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED FORM 990 IS REVIEWED BY THE ROTARY DISTRICT 5470 BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUAL TO CASH ADJUSTMENT = -$30127
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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