Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary International White Bear Lake
990EZ • Fiscal year 2015 • EIN 41-1380409
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 22.9% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Balance Sheet
Assets
Up$14,697
Up $2,650 (+22%) from 2014
Net Assets
Up$14,697
Up $2,650 (+22%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Up$67,741
Up $4,474 (+7.1%) from 2014
Expenses
Down$65,091
Down $6,306 (-8.8%) from 2014
Net Income
Up$2,650
Up $10,780 (+133%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Jan 15, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $67,741
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 | - | $52,831 |
| PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA. | - | $200 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARLYCE PAULSON | Executive Se | PT | $15,504 | - | $15,504 |
| DALE GRAMBUSH | Vocation | - | $0 | - | - |
| KEN GALLOWAY | Treasurer | - | $0 | - | - |
| GREG YOUNG | Club Service | - | $0 | - | - |
| CURT AKENSON | Rotary Found | - | $0 | - | - |
| JIM RATHBURN | Community Se | - | $0 | - | - |
| STEVE CARLSON | Public Relat | - | $0 | - | - |
| DARRELL STONE | Past Preside | - | $0 | - | - |
| BRADY RAMSAY | President El | - | $0 | - | - |
| GREG BARTZ | President | - | $0 | - | - |
| JIM HUNT | Internationa | - | $0 | - | - |
| CRAIG DRAKE | Secretary | - | $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
- Greg Bartz
- Title
- President
- Phone
- 6514299111
- Signed
- 2016-01-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ramsay & Associates Ltd
- Address
- 1620 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115
- Preparer
- Erik L Warmboe CPA
- Phone
- 6514299111
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other income 441 total 441”
Form 990-ez, Part I, Line 10
“Rotary district 5960 donation 200 2233 hamline ave n 620 roseville mn 55113”
Form 990-ez, Part I, Line 16
“Expenses international dues 5,516 district dues 4,745 convention expenses 5,500 insurance 200 postage 339 printing & reproduction 2,431 president's expense 317 secretarial 15,504 bank charges 1,614 international services 549 academic achiever service 285 club services 4,056 public image committee ex 462 rotary apparel 308 accounting 900 total 42,726”
Form 990-ez, Part II, Line 24
“Accounts receivable 1,492 1,819 total 1,492 1,819”
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 Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 22165 |
| 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 | 10555 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12878 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2650 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 12047 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 14697 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 200 |
| IRS990EZ/GrossReceiptsAmt | 0 | 67741 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 67299 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 12047 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14697 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 12047 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14697 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| 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 | 15504 |
| 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/PersonNm | 0 | DALE GRAMBUSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KEN GALLOWAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GREG YOUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CURT AKENSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JIM RATHBURN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARLYCE PAULSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE CARLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DARRELL STONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | BRADY RAMSAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | GREG BARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JIM HUNT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | CRAIG DRAKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VOCATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CLUB SERVICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | ROTARY FOUND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COMMUNITY SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXECUTIVE SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PUBLIC RELAT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | INTERNATIONA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1492 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1819 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 42726 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 441 |
| 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 | 52831 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 200 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 65091 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53031 |
| IRS990EZ/TotalRevenueAmt | 0 | 67741 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WHITEBEARROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME 441 TOTAL 441 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ROTARY DISTRICT 5960 DONATION 200 2233 HAMLINE AVE N 620 ROSEVILLE MN 55113 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES INTERNATIONAL DUES 5,516 DISTRICT DUES 4,745 CONVENTION EXPENSES 5,500 INSURANCE 200 POSTAGE 339 PRINTING & REPRODUCTION 2,431 PRESIDENT'S EXPENSE 317 SECRETARIAL 15,504 BANK CHARGES 1,614 INTERNATIONAL SERVICES 549 ACADEMIC ACHIEVER SERVICE 285 CLUB SERVICES 4,056 PUBLIC IMAGE COMMITTEE EX 462 ROTARY APPAREL 308 ACCOUNTING 900 TOTAL 42,726 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS RECEIVABLE 1,492 1,819 TOTAL 1,492 1,819 |
| 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 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GREG BARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6514299111 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-01-15 |
| 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/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 | 2016-01-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIK L WARMBOE CPA |
| ReturnHeader/ReturnTs | 0 | 2016-01-20T07:52:15-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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.
- Assets
- $14,697
- Liabilities
- $0
- Net assets
- $14,697
- Revenue
- $67,741
- Expenses
- $65,091
- Net income
- $2,650