Civic Intelligence

Rotary International Denver Lake Norman Club

990EZ • Fiscal year 2015 • EIN 36-4049672

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

Organization ProfileWWW.DENVERLAKENORMANROTARY.COM
PO Box 861Denver, NC 28037

(704) 966-1201

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

26th percentile

-7.3%

Higher net margin than 26% 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

21st percentile

-13%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

34th percentile

-7.5%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,240

Down $2,895 (-13%) from 2014

Net Assets

Down

$20,240

Down $2,895 (-13%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$39,480

Down $3,180 (-7.5%) from 2014

Expenses

Up

$42,375

Up $6,889 (+19%) from 2014

Net Income

Down

-$2,895

Down $10,069 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40K$30K$20K$10K$0Assets 2012: $16,001Net Assets 2012: $16,0012012Assets 2013: $15,961Net Assets 2013: $15,9612013Assets 2014: $23,135Net Assets 2014: $23,1352014Assets 2015: $20,240Net Assets 2015: $20,2402015Assets 2016: $24,884Liabilities 2016: $0Net Assets 2016: $24,8842016Assets 2017: $32,312Liabilities 2017: $0Net Assets 2017: $32,3122017Assets 2018: $34,373Liabilities 2018: $0Net Assets 2018: $34,3732018Assets 2019: $33,880Liabilities 2019: $0Net Assets 2019: $33,8802019Assets 2020: $28,783Liabilities 2020: $0Net Assets 2020: $28,7832020Assets 2021: $19,318Liabilities 2021: $0Net Assets 2021: $19,3182021Assets 2022: $31,292Liabilities 2022: $0Net Assets 2022: $31,2922022

Highlighted filing

2015

Assets$20,240
Liabilities-
Net Assets$20,240
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $40,857Expenses 2012: $41,958Net Income 2012: -$1,1012012Revenue 2013: $41,995Expenses 2013: $42,035Net Income 2013: -$402013Revenue 2014: $42,660Expenses 2014: $35,486Net Income 2014: $7,1742014Revenue 2015: $39,480Expenses 2015: $42,375Net Income 2015: -$2,8952015Revenue 2016: $54,831Expenses 2016: $50,187Net Income 2016: $4,6442016Revenue 2017: $42,750Expenses 2017: $35,322Net Income 2017: $7,4282017Revenue 2018: $38,983Expenses 2018: $36,922Net Income 2018: $2,0612018Revenue 2019: $40,991Expenses 2019: $41,484Net Income 2019: -$4932019Revenue 2020: $37,336Expenses 2020: $42,433Net Income 2020: -$5,0972020Revenue 2021: $21,414Expenses 2021: $30,879Net Income 2021: -$9,4652021Revenue 2022: $43,384Expenses 2022: $31,410Net Income 2022: $11,9742022

Highlighted filing

2015

Revenue$39,480
Expenses$42,375
Net Income-$2,895
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$40,209
Mission and Program Overview

Mission

We are a unit of rotary international, chicago, il. We are exempt under section 501c(4) of the internal revenue code as an organization not organized for profit but operated exclusively for the promotion of social welfare.

Program Services

DescriptionGrantsExpenses
Charitable$729$11,993
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLIE BOHLENDirectorPT$0--
TRUDIE CRAWFORDSecretary-$0--
ANDY SCRIVENDirector-$0--
Reinaldo PeresDirector-$0--
JAMES PERRYPresident-$0--
DOUG COREDirector-$0--
SCOTT GARDNERDirector-$0--
JASON BECKLEYTreasurer-$0--
BARBARA NORMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-4049672
Phone
7049661201
Address
PO BOX 861, DENVER, NC 28037

Signing Officer

Name
James Perry
Title
President
Signed
2015-11-02
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MEAL COSTS $19800”

Other Expenses.2

“SOCIAL ACTIVITIES $4775”

Other Expenses.3

“WEBSITE $1882”

Other Expenses.4

“DISTRICT MEETINGS $895”

Other Expenses.5

“DAY AT THE LAKE $884”

Other Expenses.6

“TELEPHONE $392”

Other Expenses.7

“CHAMBER DUES $137”

Other Expenses.8

“PO BOX RENTAL $74”

Other Expenses.9

“BANK FEES $57”

Other Expenses.10

“MEMBER SUPPLIES $45”

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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023135
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2895
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011994
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032644
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023135
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023135
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020240
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLIE BOHLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRUDIE CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDY SCRIVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Reinaldo Peres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DOUG CORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JASON BECKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE ARE A UNIT OF ROTARY INTERNATIONAL, CHICAGO, IL. WE ARE EXEMPT UNDER SECTION 501C(4) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION NOT ORGANIZED FOR PROFIT BUT OPERATED EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Charitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0729
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011993
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0729
IRS990EZ/SpecialEventsNetIncomeLossAmt03445
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042375
IRS990EZ/TotalProgramServiceExpensesAmt0729
IRS990EZ/TotalRevenueAmt039480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DENVERLAKENORMANROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEAL COSTS $19800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOCIAL ACTIVITIES $4775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE $1882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT MEETINGS $895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DAY AT THE LAKE $884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAMBER DUES $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PO BOX RENTAL $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBER SUPPLIES $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DENVER-LAKE NORMAN CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0364049672
ReturnHeader/Filer/PhoneNum07049661201
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 861
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028037
ReturnHeader/ReturnTs02015-11-03T07:31:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,240
Liabilities
-
Net assets
$20,240
Revenue
$39,480
Expenses
$42,375
Net income
-$2,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.3$0.00$31.3$43.4$31.4$12.0
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$21.4$30.9$9.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.00$28.8$37.3$42.4$5.10
2019Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$41.0$41.5$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$0.00$34.4$39.0$36.9$2.06
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$42.8$35.3$7.43
2016Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$54.8$50.2$4.64
2015Detailed filing. Detailed filing data is available for this year.$20.2$20.2$39.5$42.4$2.90
2014Detailed filing. Detailed filing data is available for this year.$23.1$23.1$42.7$35.5$7.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$16.0$42.0$42.0$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$16.0$40.9$42.0$1.10