Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 41-1340410

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 03, 2015

Organization ProfileWWW.ROTARYPLYMOUTH.ORG
PO Box 46453Plymouth, MN 55446

(763) 682-2264

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

16th percentile

-18%

Higher net margin than 16% 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

10th percentile

-32%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$26,571

Down $12,496 (-32%) from 2014

Net Assets

$18,274

No earlier filing loaded for comparison.

Liabilities

Down

$8,297

Down $5,515 (-40%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin16th percentile

Revenue

Down

$38,983

Down $35,978 (-48%) from 2014

Expenses

Down

$45,964

Down $24,735 (-35%) from 2014

Net Income

Down

-$6,981

Down $11,243 (-264%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40K$30K$20K$10K$0Assets 2012: $34,088Liabilities 2012: $4,671Net Assets 2012: $29,4172012Assets 2013: $28,280Liabilities 2013: $7,287Net Assets 2013: $20,9932013Assets 2014: $39,067Liabilities 2014: $13,8122014Assets 2015: $26,571Liabilities 2015: $8,297Net Assets 2015: $18,2742015

Highlighted filing

2015

Assets$26,571
Liabilities$8,297
Net Assets$18,274
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2012: $44,296Expenses 2012: $41,159Net Income 2012: $3,1372012Revenue 2013: $45,013Expenses 2013: $53,437Net Income 2013: -$8,4242013Revenue 2014: $74,961Expenses 2014: $70,699Net Income 2014: $4,2622014Revenue 2015: $38,983Expenses 2015: $45,964Net Income 2015: -$6,9812015

Highlighted filing

2015

Revenue$38,983
Expenses$45,964
Net Income-$6,981
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$38,983
Mission and Program Overview

Mission

The primary exempt purpose is to provide service - in the community and throughout the world. Rotarians build goodwill, work for peace, and encourage high ethical standards.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR PLYMOUTH ROTARY FOUNDATION.$7,874$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE JUETTENPresident-$0--
PATRICK KNIGHTVice President-$0--
RON LENZTreasurer-$0--
JAMES CRENNADirector-$0--
BRUCE BEHMDirector-$0--
RICH MANTHEDirector-$0--
STEVE BEACHLERPast President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Rotary Club of Plymouth
EIN
41-1340410
Phone
7636822264
Address
PO BOX 46453, PLYMOUTH, MN 55446

Signing Officer

Name
Steve Juetten
Title
President
Phone
7636822264
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Wilkerson Guthmann & Johnson Ltd
Address
1210 WEST COUNTY ROAD E STE 100, ARDEN HILLS, MN 55112
Preparer
Ronald a Lenz
Phone
6512221801
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: plymouth rotary foundation. Grantee address: po box 46453 plymouth, mn 55446. Property description: cash gifts. Date of gift: various. Amount given: 7,874.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: member meals & meetings. Amount: 24,972. Description: conferences. Amount: 741. Description: insurance. Amount: 290. Description: gifts/awards. Amount: 567. Description: dues - district & international. Amount: 6,847. Description: supplies/admin. Amount: 3,032. Description: annual filing fees. Amount: 50. Total to form 990-ez, line 16: 36,499.”

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

“Description: accounts receivable. Beg. Of year amount: 7,121. End of year amount: 6,109.”

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

“Description: accounts payable and accrued expenses. Beg. Of year amount: 13,812. End of year amount: 8,297.”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RONALD LENZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06126705547
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016225 49TH PL N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055446
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020462
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6981
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039067
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026571
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07874
IRS990EZ/GrossReceiptsAmt038983
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt038983
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025255
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025255
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE JUETTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON LENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES CRENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRUCE BEHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH MANTHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE BEACHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07121
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06109
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036499
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE SERVICE - IN THE COMMUNITY AND THROUGHOUT THE WORLD. ROTARIANS BUILD GOODWILL, WORK FOR PEACE, AND ENCOURAGE HIGH ETHICAL STANDARDS.
IRS990EZ/PrintingPublicationsPostageAmt091
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR PLYMOUTH ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07874
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013812
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08297
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045964
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038983
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYPLYMOUTH.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: PLYMOUTH ROTARY FOUNDATION. GRANTEE ADDRESS: PO BOX 46453 PLYMOUTH, MN 55446. PROPERTY DESCRIPTION: CASH GIFTS. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 7,874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEMBER MEALS & MEETINGS. AMOUNT: 24,972. DESCRIPTION: CONFERENCES. AMOUNT: 741. DESCRIPTION: INSURANCE. AMOUNT: 290. DESCRIPTION: GIFTS/AWARDS. AMOUNT: 567. DESCRIPTION: DUES - DISTRICT & INTERNATIONAL. AMOUNT: 6,847. DESCRIPTION: SUPPLIES/ADMIN. AMOUNT: 3,032. DESCRIPTION: ANNUAL FILING FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 36,499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 7,121. END OF YEAR AMOUNT: 6,109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 13,812. END OF YEAR AMOUNT: 8,297.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE JUETTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07636822264
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - ROTARY CLUB OF PLYMOUTH
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411340410
ReturnHeader/Filer/PhoneNum07636822264
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 46453
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410996210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKERSON GUTHMANN & JOHNSON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 WEST COUNTY ROAD E STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDEN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055112
ReturnHeader/PreparerPersonGrp/PhoneNum06512221801
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD A LENZ
ReturnHeader/ReturnTs02015-11-13T11:13:50-06:00
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
$26,571
Liabilities
$8,297
Net assets
$18,274
Revenue
$38,983
Expenses
$45,964
Net income
-$6,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$26.6$8.30$18.3$39.0$46.0$6.98
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$13.8$75.0$70.7$4.26
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$28.3$7.29$21.0$45.0$53.4$8.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$4.67$29.4$44.3$41.2$3.14