Civic Intelligence

Rotary International White Bear Lake

990EZ • Fiscal year 2016 • EIN 41-1380409

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 22, 2017

Organization ProfileWWW.WHITEBEARROTARY.ORG
1620 Mahtomedi AvenueMahtomedi, MN 55115

(651) 429-9111

Siviq Scores

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

Liabilities / Assets

87th percentile

0.34x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$15,504

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

86%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

2.8%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$27,408

Up $12,711 (+86%) from 2015

Net Assets

Up

$18,185

Up $3,488 (+24%) from 2015

Liabilities

Up

$9,223

Up $9,223 from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin55th percentile

Revenue

Up

$69,658

Up $1,917 (+2.8%) from 2015

Expenses

Up

$66,170

Up $1,079 (+1.7%) from 2015

Net Income

Up

$3,488

Up $838 (+32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2010: $48,352Net Assets 2010: $48,3522010Assets 2011: $50,644Liabilities 2011: $1,539Net Assets 2011: $49,1052011Assets 2012: $0Net Assets 2012: $02012Assets 2013: $28,206Liabilities 2013: $8,0292013Assets 2014: $12,047Liabilities 2014: $0Net Assets 2014: $12,0472014Assets 2015: $14,697Liabilities 2015: $0Net Assets 2015: $14,6972015Assets 2016: $27,408Liabilities 2016: $9,223Net Assets 2016: $18,1852016Assets 2017: $26,699Liabilities 2017: $0Net Assets 2017: $26,6992017Assets 2018: $27,030Liabilities 2018: $0Net Assets 2018: $27,0302018Assets 2019: $29,130Liabilities 2019: $0Net Assets 2019: $29,1302019Assets 2020: $19,121Liabilities 2020: $0Net Assets 2020: $19,1212020Assets 2021: $21,735Liabilities 2021: $0Net Assets 2021: $21,7352021Assets 2022: $22,417Liabilities 2022: $02022Assets 2023: $17,116Liabilities 2023: $1,0002023Assets 2024: $10,961Net Assets 2024: $10,9612024

Highlighted filing

2016

Assets$27,408
Liabilities$9,223
Net Assets$18,185
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2010: $71,070Expenses 2010: $84,040Net Income 2010: -$12,9702010Revenue 2011: $67,708Expenses 2011: $66,955Net Income 2011: $7532011Revenue 2013: $59,438Expenses 2013: $65,822Net Income 2013: -$6,3842013Revenue 2014: $63,267Expenses 2014: $71,397Net Income 2014: -$8,1302014Revenue 2015: $67,741Expenses 2015: $65,091Net Income 2015: $2,6502015Revenue 2016: $69,658Expenses 2016: $66,170Net Income 2016: $3,4882016Revenue 2017: $76,833Expenses 2017: $68,319Net Income 2017: $8,5142017Revenue 2018: $74,557Expenses 2018: $74,226Net Income 2018: $3312018Revenue 2019: $74,775Expenses 2019: $72,675Net Income 2019: $2,1002019Revenue 2020: $64,639Expenses 2020: $74,648Net Income 2020: -$10,0092020Revenue 2021: $42,916Expenses 2021: $40,302Net Income 2021: $2,6142021Revenue 2022: $46,440Expenses 2022: $45,758Net Income 2022: $6822022Revenue 2023: $52,490Expenses 2023: $58,791Net Income 2023: -$6,3012023Revenue 2024: $72,012Expenses 2024: $77,167Net Income 2024: -$5,1552024

Highlighted filing

2016

Revenue$69,658
Expenses$66,170
Net Income$3,488
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 22, 2017
Return Version
2015v3.0
Gross Receipts
$69,658
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

DescriptionGrantsExpenses
INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES-$53,473
PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLYCE PAULSONExecutive SePT$15,504-$15,504
KEN GALLOWAYPresident El-$0--
CURT AKENSONRotary Found-$0--
FRED TREIBERInternationa-$0--
STEVE CARLSONPublic Relat-$0--
BRADY RAMSAYPresident-$0--
GREG BARTZPast Preside-$0--
CRAIG DRAKETreasurer-$0--
PAM TSCHIDASecretary-$0--
RITA PECHMANNCommunity Se-$0--
ERIC HENDRICKSONVocational S-$0--
KEN BALTZERClub Service-$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
Brady Ramsay
Title
President
Phone
6514299111
Signed
2017-03-22
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 16

“Expenses international dues 5,852 district dues 4,771 convention expenses 3,669 insurance 200 postage 406 printing & reproduction 2,728 president's expense 1,344 secretarial 15,504 bank charges 1,489 club services 5,177 public image committee ex 912 bad debt 540 total 42,592”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,819 3,124 total 1,819 3,124”

Form 990-ez, Part II, Line 26

“DUE TO AFFILIATE 0 9,223”

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 Appendix143 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt022678
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL WBL
IRS990EZ/BooksInCareOfDetail/PhoneNum06517383022
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 10809
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITE BEAR LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03488
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014697
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027408
IRS990EZ/GrossReceiptsAmt069658
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt069657
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018185
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt315504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN GALLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CURT AKENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRED TREIBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARLYCE PAULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRADY RAMSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG BARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CRAIG DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAM TSCHIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RITA PECHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERIC HENDRICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KEN BALTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ROTARY FOUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERNATIONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMMUNITY SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOCATIONAL S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CLUB SERVICE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01819
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03124
IRS990EZ/OtherExpensesTotalAmt042592
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/DescriptionProgramSrvcAccomTxt0INTERNATIONAL, COMMUNITY, VOCATIONAL AND CLUB SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09223
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066170
IRS990EZ/TotalProgramServiceExpensesAmt053473
IRS990EZ/TotalRevenueAmt069658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHITEBEARROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERNATIONAL DUES 5,852 DISTRICT DUES 4,771 CONVENTION EXPENSES 3,669 INSURANCE 200 POSTAGE 406 PRINTING & REPRODUCTION 2,728 PRESIDENT'S EXPENSE 1,344 SECRETARIAL 15,504 BANK CHARGES 1,489 CLUB SERVICES 5,177 PUBLIC IMAGE COMMITTEE EX 912 BAD DEBT 540 TOTAL 42,592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,819 3,124 TOTAL 1,819 3,124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO AFFILIATE 0 9,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4PAYMENTS TO AFFILIATES. THESE PAYMENTS SUPPORT AN INTERNATIONAL PROGRAM TO FACILITATE SUSTAINABLE COMMUNITIES IN NICARAGUA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADY RAMSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06514299111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WHITE BEAR LAKE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411380409
ReturnHeader/Filer/PhoneNum06514299111
ReturnHeader/Filer/USAddress/AddressLine1Txt01620 MAHTOMEDI AVENUE
ReturnHeader/Filer/USAddress/CityNm0MAHTOMEDI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411272757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAMSAY & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01620 MAHTOMEDI AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAHTOMEDI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055115
ReturnHeader/PreparerPersonGrp/PhoneNum06514299111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADY W RAMSAY CPA
ReturnHeader/ReturnTs02017-03-23T14:10:22+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,408
Liabilities
$9,223
Net assets
$18,185
Revenue
$69,658
Expenses
$66,170
Net income
$3,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$11.0$72.0$77.2$5.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$1.00$52.5$58.8$6.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$46.4$45.8$0.68
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$42.9$40.3$2.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$64.6$74.6$10.0
2019Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$74.8$72.7$2.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$0.00$27.0$74.6$74.2$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$0.00$26.7$76.8$68.3$8.51
2016Detailed filing. Detailed filing data is available for this year.$27.4$9.22$18.2$69.7$66.2$3.49
2015Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$67.7$65.1$2.65
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$63.3$71.4$8.13
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$8.03$59.4$65.8$6.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$1.54$49.1$67.7$67.0$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.4$48.4$71.1$84.0$13.0