Civic Intelligence

Peru Rotary Club

990EZ • Fiscal year 2016 • EIN 35-6042888

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

PO Box 232Peru, IN 46970

(765) 472-3472

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

6.9%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$34,758

No earlier filing loaded for comparison.

Net Assets

$34,308

No earlier filing loaded for comparison.

Liabilities

$450

No earlier filing loaded for comparison.

Revenue

$49,777

No earlier filing loaded for comparison.

Expenses

$46,323

No earlier filing loaded for comparison.

Net Income

$3,454

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $34,758Liabilities 2016: $450Net Assets 2016: $34,3082016Assets 2017: $36,496Liabilities 2017: $450Net Assets 2017: $36,0462017Assets 2018: $44,311Liabilities 2018: $555Net Assets 2018: $43,7562018Assets 2019: $38,147Liabilities 2019: $780Net Assets 2019: $37,3672019Assets 2020: $45,361Liabilities 2020: $2Net Assets 2020: $45,3592020Assets 2021: $48,743Liabilities 2021: $0Net Assets 2021: $48,7432021Assets 2022: $52,538Net Assets 2022: $52,5382022Assets 2023: $51,726Liabilities 2023: $0Net Assets 2023: $51,7262023Assets 2024: $57,841Net Assets 2024: $57,8412024Assets 2025: $65,770Net Assets 2025: $65,7702025

Highlighted filing

2016

Assets$34,758
Liabilities$450
Net Assets$34,308

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $49,777Expenses 2016: $46,323Net Income 2016: $3,4542016Revenue 2017: $35,986Expenses 2017: $34,248Net Income 2017: $1,7382017Revenue 2018: $53,138Expenses 2018: $45,428Net Income 2018: $7,7102018Revenue 2019: $34,413Expenses 2019: $40,802Net Income 2019: -$6,3892019Revenue 2020: $42,602Expenses 2020: $36,693Net Income 2020: $5,9092020Revenue 2021: $8,976Expenses 2021: $11,202Net Income 2021: -$2,2262021Revenue 2022: $29,421Expenses 2022: $22,959Net Income 2022: $6,4622022Revenue 2023: $43,283Expenses 2023: $43,221Net Income 2023: $622023Revenue 2024: $37,401Expenses 2024: $35,159Net Income 2024: $2,2422024Revenue 2025: $54,489Expenses 2025: $46,560Net Income 2025: $7,9292025

Highlighted filing

2016

Revenue$49,777
Expenses$46,323
Net Income$3,454
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$54,251
Mission and Program Overview

Mission

Service club organization

Program Services

DescriptionGrantsExpenses
SPONSORED FUND-RAISING ACTIVITIES THAT SUPPORT VARIOUS COMMUNITY ORGANIZATIONS AND ROTARY PROJECTS INCLUDING THE CLUB'S SCHOLARSHIP AWARDS AND SHOES THAT FIT PROGRAMS.-$26,758
ROTARY FEE PAYOUTS FOR MEETING ROOM ACCOMODATIONS, SERVICES, AND SUPPLIES.-$19,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAWNA LEFFEL-SANDSPresident-$0--
SANDY CHITTUMSecretary-$0--
RALPH DUCKWALL IIIPresident El-$0--
TINA D CARTERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$11,561$11,561$1,224$10,337
Cole Porter Run$10,750$10,750$2,249$8,501
Total Events$22,311$22,311$3,473$18,838
Filing and Contact Details

Filer

Filer Name
Peru Rotary Club
EIN
35-6042888
Address
PO BOX 232, PERU, IN 46970

Signing Officer

Name
Tina D Carter
Title
Treasurer
Signed
2017-01-23
Discuss with paid preparer
Yes

Preparer

Firm
REA LOGAN & CO LLC CPA'S
Address
825 N BROADWAY, PERU, IN 46970-1618
Preparer
Tracy L Kelly CPA
Phone
7654738840
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Investment gains 1,793 lunch 860 reconciliation 645 donations 415 miscellaneous 25 total 3,738

Form 990-ez, Part I, Line 10

Rotary district 6540 2,170 rotary international 3,848

Form 990-ez, Part I, Line 16

Expenses office expense 727 conference expense 330 meeting expenses 19,565 donationsrails to trails 7,000 fees 24 youth scholarships 4,000 nontraditional scholarshi 3,000 united way 250 contributions other 344 rotary buddies 48 rotary foundation 245 club sponsorships 4,000 ryla 772 total 40,305

Form 990-ez, Part I, Line 20

Prior year adjustment -4,517

Form 990-ez, Part II, Line 26

Member overpayments 0 450

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TINA D CARTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07654723472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 232
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PERU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046970
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034758
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03454
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034758
IRS990EZ/FundraisingGrossIncomeAmt027178
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06018
IRS990EZ/GrossReceiptsAmt054251
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023322
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035371
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035371
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY CHITTUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH DUCKWALL III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TINA D CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4517
IRS990EZ/OtherExpensesTotalAmt040305
IRS990EZ/OtherRevenueTotalAmt03738
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED FUND-RAISING ACTIVITIES THAT SUPPORT VARIOUS COMMUNITY ORGANIZATIONS AND ROTARY PROJECTS INCLUDING THE CLUB'S SCHOLARSHIP AWARDS AND SHOES THAT FIT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY FEE PAYOUTS FOR MEETING ROOM ACCOMODATIONS, SERVICES, AND SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026758
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119565
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04474
IRS990EZ/SpecialEventsNetIncomeLossAmt022704
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0450
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046323
IRS990EZ/TotalProgramServiceExpensesAmt046323
IRS990EZ/TotalRevenueAmt049777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03473
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COLE PORTER RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022311
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018838
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01224
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT GAINS 1,793 LUNCH 860 RECONCILIATION 645 DONATIONS 415 MISCELLANEOUS 25 TOTAL 3,738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY DISTRICT 6540 2,170 ROTARY INTERNATIONAL 3,848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSE 727 CONFERENCE EXPENSE 330 MEETING EXPENSES 19,565 DONATIONSRAILS TO TRAILS 7,000 FEES 24 YOUTH SCHOLARSHIPS 4,000 NONTRADITIONAL SCHOLARSHI 3,000 UNITED WAY 250 CONTRIBUTIONS OTHER 344 ROTARY BUDDIES 48 ROTARY FOUNDATION 245 CLUB SPONSORSHIPS 4,000 RYLA 772 TOTAL 40,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUSTMENT -4,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBER OVERPAYMENTS 0 450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA D CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERU ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0PERU
ReturnHeader/Filer/EIN0356042888
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 232
ReturnHeader/Filer/USAddress/CityNm0PERU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046970
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261194602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA LOGAN & CO LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 N BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0469701618
ReturnHeader/PreparerPersonGrp/PhoneNum07654738840
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L KELLY CPA
ReturnHeader/ReturnTs02017-01-25T09:41:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings