Civic Intelligence

Peru Rotary Club

990EZ • Fiscal year 2018 • EIN 35-6042888

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 06, 2018

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

72nd percentile

15%

Higher net margin than 72% 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

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

90th percentile

48%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$44,311

Up $7,815 (+21%) from 2017

Net Assets

Up

$43,756

Up $7,710 (+21%) from 2017

Liabilities

Up

$555

Up $105 (+23%) from 2017

Revenue

Up

$53,138

Up $17,152 (+48%) from 2017

Expenses

Up

$45,428

Up $11,180 (+33%) from 2017

Net Income

Up

$7,710

Up $5,972 (+344%) from 2017

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

2018

Assets$44,311
Liabilities$555
Net Assets$43,756

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

2018

Revenue$53,138
Expenses$45,428
Net Income$7,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 6, 2018
Return Version
2017v2.3
Gross Receipts
$59,256
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.-$23,144
ROTARY FEE PAYOUTS FOR MEETING ROOM ACCOMODATIONS, SERVICES, AND SUPPLIES.-$22,284
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM SPAHRPresident-$0--
RALPH DUCKWALL IIIPast Preside-$0--
TINA D CARTERTreasurer-$0--
SANDY CHITTUMSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$12,705$12,705$2,758$9,947
Cole Porter Cla$11,192$11,192$3,360$7,832
Total Events$23,897$23,897$6,118$17,779
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
2018-10-06
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 10

Rotary district 6540 1,955 rotary international 3,326

Form 990-ez, Part I, Line 16

Expenses 72 district 6540 conference 251 sponsorships 7,818 philanthropic donations 8,622 total 16,763

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 450 555

Raw XML Appendix129 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/BenefitsPaidToOrForMembersAmt022284
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/BOYAmt036496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023128
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07710
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044311
IRS990EZ/FundraisingGrossIncomeAmt033599
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05281
IRS990EZ/GrossReceiptsAmt059256
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02529
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036046
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043756
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036046
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043756
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM SPAHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RALPH DUCKWALL III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TINA D CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDY CHITTUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016763
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01100
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/ProgramServiceExpensesAmt023144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122284
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06118
IRS990EZ/SpecialEventsNetIncomeLossAmt027481
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0450
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0555
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045428
IRS990EZ/TotalProgramServiceExpensesAmt045428
IRS990EZ/TotalRevenueAmt053138
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06118
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COLE PORTER CLA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023897
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017779
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 6540 1,955 ROTARY INTERNATIONAL 3,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 72 DISTRICT 6540 CONFERENCE 251 SPONSORSHIPS 7,818 PHILANTHROPIC DONATIONS 8,622 TOTAL 16,763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 450 555
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA D CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01D75CB427D48A1984CB40D7CBC4E210526D4D1D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04ABA2CA7CB544E290A5540F3CAD79245EF0D307B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.163.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:53:42
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/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L KELLY CPA
ReturnHeader/ReturnTs02018-11-06T11:53:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings