Civic Intelligence

Excelsior Rotary Foundation

990EZ • Fiscal year 2010 • EIN 26-0312171

Jul 01, 2009 to Jun 30, 2010 • Filed on Jan 25, 2011

Organization Profile
19765 Highway 755331
Siviq Scores

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

Liabilities / Assets

77th percentile

0.01x

Higher debt load relative to assets than 77% of similar nonprofits.

2010 filings • NTEE B82 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

75th percentile

0.05x

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

2010 filings • NTEE B • <$500k nonprofits • Source year 2010

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2010 filings • NTEE B82 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / Assets77th percentile

Assets

$115,172

No earlier filing loaded for comparison.

Net Assets

$114,172

No earlier filing loaded for comparison.

Liabilities

$1,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin40th percentile

Revenue

$19,000

No earlier filing loaded for comparison.

Expenses

$19,199

No earlier filing loaded for comparison.

Net Income

-$199

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2010: $115,172Liabilities 2010: $1,000Net Assets 2010: $114,1722010

Highlighted filing

2010

Assets$115,172
Liabilities$1,000
Net Assets$114,172
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2010: $19,000Expenses 2010: $19,199Net Income 2010: -$1992010

Highlighted filing

2010

Revenue$19,000
Expenses$19,199
Net Income-$199
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Jan 25, 2011
Return Version
2009v1.7
Filing and Contact Details

Filer

EIN
26-0312171
Raw XML Appendix138 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/Compensation/PersonName0DAVID PETERKA
CompensationExplanation/Compensation/PersonName1CARL ZINN
CompensationExplanation/Compensation/PersonName2DONALD DRAYER
CompensationExplanation/Compensation/PersonName3JOSEPH FROEHLING
CompensationExplanation/Compensation/PersonName4DEAN FRIESEN
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0114371
IRS990EZ/CashSavingsAndInvestments/EOY0115172
IRS990EZ/ContributionsGiftsGrantsEtc017553
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-199
IRS990EZ/FeesAndOthPymtToIndContractors0350
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts019000
IRS990EZ/InvestmentIncome01447
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0114371
IRS990EZ/NetAssetsOrFundBalancesBOY0114371
IRS990EZ/NetAssetsOrFundBalances/EOY0114172
IRS990EZ/NetAssetsOrFundBalancesEOY0114172
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1019765 HIGHWAY 7
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine115820 RIDGE ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine125906 HOLIDAY WAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine133840 LESLIE CURVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1419765 HIGHWAY 7
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0EXCELSIOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1EXCELSIOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MINNETONKA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3EXCELSIOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4EXCELSIOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode055331
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode155331
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode255345
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode355331
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode455331
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DAVID PETERKA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CARL ZINN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DONALD DRAYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOSEPH FROEHLING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DEAN FRIESEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal018849
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0CIVIC CHARITY WHICH PROVIDES FUNDING AND LABOR TO SUPPORT SELECTED CHARITABLE ACTIVITIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHOLARSHIP STRIVE
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SCHOLARSHIP ACADEMIC
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2ICA FOODSHELF
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3BENNET FIELD, ROTARY POLIO PLUS,FOREIGN EXCHANGE PROGRAM, SOUTHSHORE SENIOR PARTNERS AND ROTAY INTL FOUNDATION
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses05000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses13000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses23000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses37849
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SumOfTotalLiabilities/EOY01000
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1019765 HWY 7
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0EXCELSIOR
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode055331
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BEACON BANK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09524011202
IRS990EZ/TotalAssets/BOY0114371
IRS990EZ/TotalAssets/EOY0115172
IRS990EZ/TotalExpenses019199
IRS990EZ/TotalProgramServiceExpenses018849
IRS990EZ/TotalRevenue019000
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear017553
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year085368
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0102921
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc01447
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportTotal1700102921
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear017553
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year085368
IRS990ScheduleA/Total170/Total0102921
IRS990ScheduleA/TotalSupport0102921
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0260312171
ReturnHeader/Filer/Name/BusinessNameLine10THE EXCELSIOR ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0EXCE
ReturnHeader/Filer/USAddress/AddressLine1019765 HIGHWAY 7
ReturnHeader/Filer/USAddress/City0SHOREWOOD
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055331
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-01-25
ReturnHeader/Officer/Name0DEAN FRIESEN
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02011-01-25
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMAS J O'CONNELL CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10464 2ND ST STE 207
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0EXCELSIOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0553312015
ReturnHeader/Preparer/Name0THOMAS J O'CONNELL
ReturnHeader/Preparer/Phone09524746509
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-01-31T12:50:08-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,172
Liabilities
$1,000
Net assets
$114,172
Revenue
$19,000
Expenses
$19,199
Net income
-$199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.01$1.14$0.19$0.19$0.00