Civic Intelligence

Rotary International Kalispell Daybreak Mt Rotary Club

990 • Fiscal year 2015 • EIN 36-3997200

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 12, 2016

Organization ProfileKALISPELLDAYBREAKROTARY.ORG
PO Box 1042Kalispell, MT 59903

(406) 752-1040

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

65%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

349%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

211%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$197,525

Up $153,547 (+349%) from 2014

Net Assets

Up

$196,876

Up $153,575 (+355%) from 2014

Liabilities

Down

$649

Down $28 (-4.1%) from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$235,783

Up $159,920 (+211%) from 2014

Expenses

Up

$82,208

Up $400 (+0.5%) from 2014

Net Income

Up

$153,575

Up $159,520 (+2683%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$300K$200K$100K$0Assets 2011: $50,640Liabilities 2011: $3,361Net Assets 2011: $47,2792011Assets 2012: $45,367Liabilities 2012: $3,362Net Assets 2012: $42,0052012Assets 2013: $53,115Liabilities 2013: $3,869Net Assets 2013: $49,2462013Assets 2014: $43,978Liabilities 2014: $677Net Assets 2014: $43,3012014Assets 2015: $197,525Liabilities 2015: $649Net Assets 2015: $196,8762015Assets 2016: $188,652Liabilities 2016: $0Net Assets 2016: $188,6522016Assets 2017: $193,047Liabilities 2017: $2,500Net Assets 2017: $190,5472017Assets 2018: $204,834Liabilities 2018: $2,500Net Assets 2018: $202,3342018Assets 2019: $99,839Liabilities 2019: $0Net Assets 2019: $99,8392019Assets 2020: $75,733Liabilities 2020: $0Net Assets 2020: $75,7332020Assets 2021: $132,727Liabilities 2021: $1,055Net Assets 2021: $131,6722021Assets 2022: $128,837Liabilities 2022: $4,758Net Assets 2022: $124,0792022Assets 2023: $134,504Liabilities 2023: $3,409Net Assets 2023: $131,0952023Assets 2024: $115,844Liabilities 2024: $5,246Net Assets 2024: $110,5982024Assets 2025: $133,947Liabilities 2025: $37,805Net Assets 2025: $96,1422025

Highlighted filing

2015

Assets$197,525
Liabilities$649
Net Assets$196,876
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $72,640Expenses 2011: $67,421Net Income 2011: $5,2192011Revenue 2012: $74,541Expenses 2012: $79,815Net Income 2012: -$5,2742012Revenue 2013: $78,140Expenses 2013: $70,899Net Income 2013: $7,2412013Revenue 2014: $75,863Expenses 2014: $81,808Net Income 2014: -$5,9452014Revenue 2015: $235,783Expenses 2015: $82,208Net Income 2015: $153,5752015Revenue 2016: $84,656Expenses 2016: $92,880Net Income 2016: -$8,2242016Revenue 2017: $105,507Expenses 2017: $103,612Net Income 2017: $1,8952017Revenue 2018: $118,612Expenses 2018: $106,825Net Income 2018: $11,7872018Revenue 2019: $129,032Expenses 2019: $234,027Net Income 2019: -$104,9952019Revenue 2020: $86,854Expenses 2020: $110,960Net Income 2020: -$24,1062020Revenue 2021: $125,925Expenses 2021: $69,986Net Income 2021: $55,9392021Revenue 2022: $120,566Expenses 2022: $128,159Net Income 2022: -$7,5932022Revenue 2023: $113,248Expenses 2023: $106,232Net Income 2023: $7,0162023Revenue 2024: $129,009Expenses 2024: $149,506Net Income 2024: -$20,4972024Revenue 2025: $137,197Expenses 2025: $151,653Net Income 2025: -$14,4562025

Highlighted filing

2015

Revenue$235,783
Expenses$82,208
Net Income$153,575
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$256,983
Mission and Program Overview

Mission

Providing humanitarian services

To provide community and international humanitarian services to needy individuals and groups

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$43,301$196,876▲ $153,575
Cash and Non-Interest-Bearing Accounts$26,868$178,702▲ $151,834
Accounts Receivable$17,110$18,823▲ $1,713
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,978$197,525▲ $153,547
Liabilities
Other Liabilities$677$649▼ $28
Total Liabilities$677$649▼ $28
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,301$196,876▲ $153,575
Total Liabilities and Net Assets / Fund Balance$43,978$197,525▲ $153,547
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Mike MowerDirector, Undesignated Giving Chair
Jeannie LuckeyPast President
Sandy CarlsonPresident
Alan RubyPresident Elect
Craig HarrisonDirector
Dave WaldenbergDirector
David KeimDirector
Jane KarasDirector
Jon CuthbertsonDirector
Tate KreitingerDirector
Stephanie WallaceSecretary
Lance IsaakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,974
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$23,800
All Other Contributions
$165,325
Change in Net Assets
$153,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,371
Grants and Similar Amounts Paid$33,837
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,837--$33,837
Conferences and Meetings$33,369--$33,369
Fees for Service Investment Mgmnt Fees-$3,547-$3,547
Fees for Services Accounting-$1,528-$1,528
Other Expenses$468--$468
Office Expenses$289--$289
Advertising$152--$152
Total Functional Expenses$77,133$5,075$0$82,208
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan HouseKalispell, MT501(c)(3)To Provide Funds to Help the Organization Accomplish Its Mission of Providing Shelter and Basic$10,550
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$45,000
Gaming Direct Expenses$21,200
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paul Harris Member Contributions$649
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Rotary international kalispell daybreak mt rotary club is a local membership organization devoted to furthering the mission of the rotary international organization.”

Form 990, Part VI, Section B, Line 11

“Meeting of the board of directors.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-3997200
Phone
4067521040
Address
PO BOX 1042, KALISPELL, MT 59903

Signing Officer

Name
Lance Isaak
Title
Treasurer
Phone
4067554622
Signed
2016-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lance Isaak
Formed
1995
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
180

Preparer

Firm
Jordahl & Sliter Pllc
Address
PO BOX 8600, KALISPELL, MT 59904-1600
Preparer
David J Schultz
Phone
4067521040
Raw XML Appendix398 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, UNDESIGNATED GIVING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt046649
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAUL HARRIS MEMBER CONTRIBUTIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0649
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt021200
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt021200
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt021200
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt045000
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt045000
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt023800
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0LANCE ISAAK
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 1042
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0KALISPELL
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MT
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd059903
IRS990ScheduleG/StatesWhereGamingConductedCd0MT
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010550
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS TO HELP THE ORGANIZATION ACCOMPLISH ITS MISSION OF PROVIDING SHELTER AND BASIC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1NEEDS FOR HOMELESS PEOPLE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAMARITAN HOUSE
IRS990ScheduleI/RecipientTable/RecipientEIN0810466186
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0124TH 9TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALISPELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059901
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL KALISPELL DAYBREAK MT ROTARY CLUB IS A LOCAL MEMBERSHIP ORGANIZATION DEVOTED TO FURTHERING THE MISSION OF THE ROTARY INTERNATIONAL ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt043978
IRS990/TotalAssetsEOYAmt0197525
IRS990/TotalAssetsGrp/BOYAmt043978
IRS990/TotalAssetsGrp/EOYAmt0197525
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0211974
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077133
IRS990/TotalFunctionalExpensesGrp/TotalAmt082208
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0677
IRS990/TotalLiabilitiesEOYAmt0649
IRS990/TotalLiabilitiesGrp/BOYAmt0677
IRS990/TotalLiabilitiesGrp/EOYAmt0649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt043301
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196876
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077133
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023809
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235783
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197525
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1042
IRS990/USAddress/CityNm0KALISPELL
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059901
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0HTTP://KALISPELLDAYBREAKROTARY.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE ISAAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04067554622
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KALISPELL DAYBREAK MT ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0363997200
ReturnHeader/Filer/PhoneNum04067521040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1042
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810497523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAHL & SLITER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599041600
ReturnHeader/PreparerPersonGrp/PhoneNum04067521040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J SCHULTZ
ReturnHeader/ReturnTs02016-01-22T11:25:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,525
Liabilities
$649
Net assets
$196,876
Revenue
$235,783
Expenses
$82,208
Net income
$153,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.38$0.96$1.37$1.52$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.05$1.11$1.29$1.50$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.03$1.31$1.13$1.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$1.21$1.28$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$1.26$0.70$0.56
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.87$1.11$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.29$2.34$1.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.03$2.02$1.19$1.07$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.03$1.91$1.06$1.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.85$0.93$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$2.36$0.82$1.54
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.76$0.82$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.04$0.49$0.78$0.71$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.03$0.42$0.75$0.80$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.03$0.47$0.73$0.67$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits