Civic Intelligence

Rotary District 5390 Youth Exchange Program

990EZ • Fiscal year 2021 • EIN 26-1196939

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 17, 2022

PO Box 1091Billings, MT 59103-1091

(406) 652-9500

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

2.38x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-8703%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-70%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$7,840

Down $18,624 (-70%) from 2020

Net Assets

Down

$7,317

Down $19,147 (-72%) from 2020

Liabilities

Up

$523

Up $523 from 2020

Revenue

Down

$220

Down $32,640 (-99%) from 2020

Expenses

Down

$19,367

Down $5,225 (-21%) from 2020

Net Income

Down

-$19,147

Down $27,415 (-332%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $28,514Liabilities 2017: $0Net Assets 2017: $28,5142017Assets 2019: $18,196Liabilities 2019: $0Net Assets 2019: $18,1962019Assets 2020: $26,464Liabilities 2020: $0Net Assets 2020: $26,4642020Assets 2021: $7,840Liabilities 2021: $523Net Assets 2021: $7,3172021Assets 2022: $12,521Liabilities 2022: $3,848Net Assets 2022: $8,6732022

Highlighted filing

2021

Assets$7,840
Liabilities$523
Net Assets$7,317

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $61,282Expenses 2017: $44,697Net Income 2017: $16,5852017Revenue 2019: $32,707Expenses 2019: $23,700Net Income 2019: $9,0072019Revenue 2020: $32,860Expenses 2020: $24,592Net Income 2020: $8,2682020Revenue 2021: $220Expenses 2021: $19,367Net Income 2021: -$19,1472021Revenue 2022: $25,200Expenses 2022: $23,844Net Income 2022: $1,3562022

Highlighted filing

2021

Revenue$220
Expenses$19,367
Net Income-$19,147
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 17, 2022
Return Version
2020v4.1
Gross Receipts
$220
Mission and Program Overview

Mission

Rotary youth exchange provides opportunities for montana high school students to study abroad and high school students from foreign countries to study in montana for a school year, promoting world peace.

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH EXCHANGE PROVIDES OPPORTUNITIES FOR MONTANA HIGH SCHOOL STUDENTS TO STUDY ABROAD AND HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES TO STUDY IN MONTANA FOR A SCHOOL YEAR, PROMOTING WORLD PEACE. DURING THE FISCAL YEAR, THERE WERE SIX OUTBOUND AND SIX INBOUND STUDENTS. THE EXCHANGE PROGRAM HAS BEEN SUSPENDED FOR THE 2020-2021 YEAR DUE TO THE COVID-19 PANDEMIC.$0$1,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY CARLSONChair-$0--
BARRIE MATTHEWSDirector-$0--
DARYL HANSENDirector-$0--
SHAWNA SECKERSecretary-$0--
JAMES OATESTreasurer-$0--
MICHAEL MAYOTTChair Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5390 Youth Exchange
EIN
26-1196939
Phone
4066529500
Address
PO BOX 1091, BILLINGS, MT 59103-1091

Signing Officer

Name
James Oates
Title
Treasurer
Phone
4062707826
Signed
2022-01-17
Discuss with paid preparer
Yes

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-ez, Part I, Line 16 - Other Expenses

Description: operations. Amount: 445. Description: travel. Amount: 925. Description: refunds issued. Amount: 17,000. Description: miscellaneous expense. Amount: 447. Description: business registration fees. Amount: 50. Total to form 990-ez, line 16: 18,867.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 17,130. End of year amount: 0.

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

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 523.

Raw XML Appendix181 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/PrimaryExemptPurposeTxt0ROTARY YOUTH EXCHANGE PROVIDES OPPORTUNITIES FOR MONTANA HIGH SCHOOL STUDENTS TO STUDY ABROAD AND HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES TO STUDY IN MONTANA FOR A SCHOOL YEAR, PROMOTING WORLD PEACE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OPERATIONS. AMOUNT: 445. DESCRIPTION: TRAVEL. AMOUNT: 925. DESCRIPTION: REFUNDS ISSUED. AMOUNT: 17,000. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 447. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 18,867.
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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.
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