Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Rotary International White Bear Lake
EIN 41-1380409 • 501(c)4 • Mahtomedi, MN
Profile
To support international, community, vocational and club services. To improve communities locally and around the world and to work to advance international peace and understanding.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Balance Sheet
Assets
Down$10,961
Down $6,155 (-36%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$10,961
No earlier filing loaded for comparison.
Revenue
Up$72,012
Up $19,522 (+37%) from 2023
Expenses
Up$77,167
Up $18,376 (+31%) from 2023
Net Income
Up-$5,155
Up $1,146 (+18%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $10,961
- Liabilities
- -
- Net assets
- $10,961
- Revenue
- $72,012
- Expenses
- $77,167
- Net income
- -$5,155
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 13, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $72,012
Mission and Program Overview
Mission
To support international, community, vocational and club services. To improve communities locally and around the world and to work to advance international peace and understanding.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES | - | $61,880 |
| PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL LOVETT | Past Preside | - | $0 | - | - |
| BOB TIMMONS | President | - | $0 | - | - |
| KEVIN DONOVAN | Treasurer | - | $0 | - | - |
| ASHLEY FILIPOVICH | President El | - | $0 | - | - |
| MARLYCE PAULSON | Executive Se | - | $0 | - | - |
| JOHN CHANNON | Community Se | - | $0 | - | - |
| CURT AKENSON | Foundation | - | $0 | - | - |
| JACKIE REIS | Equity & Inc | - | $0 | - | - |
| DERREK SKEIE | Secretary | - | $0 | - | - |
| JANELLE ERICKSON | Internationa | - | $0 | - | - |
| GREG BARTZ | Membership | - | $0 | - | - |
| TIM WALD | Youth Exchan | - | $0 | - | - |
| CRAIG MCNULTY | Club Service | - | $0 | - | - |
| DALE GRAMBUSH | Public Image | - | $0 | - | - |
| RYAN BOOG | Vocational S | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International
- EIN
- 41-1380409
- Phone
- 6514299111
- Address
- 1620 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115
Signing Officer
- Name
- Ashley Filipovich
- Title
- President Elect
- Phone
- 6514299111
- Signed
- 2025-05-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ramsay & Associates Ltd
- Address
- 1620 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115
- Preparer
- Brady W Ramsay CPA
- Phone
- 6514299111
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Pontoon cruise 1,820 total 1,820”
Form 990-ez, Part I, Line 16
“Expenses international dues 11,529 district dues 8,308 convention expenses 9,149 insurance 200 postage 542 printing & reproduction 720 president's expense 684 secretarial 15,996 bank charges 2,476 quickbooks fees 1,155 club services 5,425 public image committee ex 415 total 56,599”
Form 990-ez, Part II, Line 24
“Accounts receivable 460 1,920 check receivable 0 0 total 460 1,920”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,000 0”
Form 990-ez, Part III
“To support international, community, vocational and club services. To improve communities locally and around the world and to work to advance international peace and understanding.”
Form 990-ez, Part III, Line 31
“Payments to affiliates. These payments support an international program to facilitate sustainable communities in nicaragua.”
Raw XML Appendix159 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/BenefitsPaidToOrForMembersAmt | 0 | 19668 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL WBL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6517383022 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 10809 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WHITE BEAR LAKE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16656 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 9041 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5155 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17116 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 10961 |
| IRS990EZ/GrossReceiptsAmt | 0 | 72012 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 44 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 70148 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16116 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10961 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16116 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 10961 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL LOVETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BOB TIMMONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KEVIN DONOVAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ASHLEY FILIPOVICH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARLYCE PAULSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOHN CHANNON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CURT AKENSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JACKIE REIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DERREK SKEIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | JANELLE ERICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | GREG BARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | TIM WALD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | CRAIG MCNULTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | DALE GRAMBUSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | RYAN BOOG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | EXECUTIVE SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | COMMUNITY SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | FOUNDATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | EQUITY & INC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | INTERNATIONA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | YOUTH EXCHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | CLUB SERVICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | PUBLIC IMAGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | VOCATIONAL S |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 460 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1920 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 56599 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1820 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES. TO IMPROVE COMMUNITIES LOCALLY AND AROUND THE WORLD AND TO WORK TO ADVANCE INTERNATIONAL PEACE AND UNDERSTANDING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 61880 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 77167 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 61880 |
| IRS990EZ/TotalRevenueAmt | 0 | 72012 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WHITEBEARROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PONTOON CRUISE 1,820 TOTAL 1,820 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES INTERNATIONAL DUES 11,529 DISTRICT DUES 8,308 CONVENTION EXPENSES 9,149 INSURANCE 200 POSTAGE 542 PRINTING & REPRODUCTION 720 PRESIDENT'S EXPENSE 684 SECRETARIAL 15,996 BANK CHARGES 2,476 QUICKBOOKS FEES 1,155 CLUB SERVICES 5,425 PUBLIC IMAGE COMMITTEE EX 415 TOTAL 56,599 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 460 1,920 CHECK RECEIVABLE 0 0 TOTAL 460 1,920 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,000 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO SUPPORT INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES. TO IMPROVE COMMUNITIES LOCALLY AND AROUND THE WORLD AND TO WORK TO ADVANCE INTERNATIONAL PEACE AND UNDERSTANDING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ASHLEY FILIPOVICH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT ELECT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6514299111 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WHITE BEAR LAKE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 411380409 |
| ReturnHeader/Filer/PhoneNum | 0 | 6514299111 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1620 MAHTOMEDI AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MAHTOMEDI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55115 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411272757 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RAMSAY & ASSOCIATES LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1620 MAHTOMEDI AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MAHTOMEDI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55115 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6514299111 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADY W RAMSAY CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-15T10:36:53-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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