Civic Intelligence

Rotary Intl District 5960 Inc

990 • Fiscal year 2016 • EIN 41-1429976

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 16, 2016

2233 Hamline Avenue NorthSaint Paul, MN 55113

(651) 636-9054

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

31st percentile

-5.0%

Higher net margin than 31% of similar nonprofits.

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

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.

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

Asset Growth

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$167,532

Down $19,808 (-11%) from 2015

Net Assets

Down

$167,268

Down $16,746 (-9.1%) from 2015

Liabilities

Down

$264

Down $3,062 (-92%) from 2015

Revenue

Down

$232,396

Down $57,488 (-20%) from 2015

Expenses

Up

$243,948

Up $923 (+0.4%) from 2015

Net Income

Down

-$11,552

Down $58,411 (-125%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $188,398Liabilities 2011: $2,284Net Assets 2011: $186,1142011Assets 2012: $182,453Liabilities 2012: $11,423Net Assets 2012: $171,0302012Assets 2013: $145,424Liabilities 2013: $12,737Net Assets 2013: $132,6872013Assets 2014: $140,532Liabilities 2014: $6,428Net Assets 2014: $134,1042014Assets 2015: $187,340Liabilities 2015: $3,326Net Assets 2015: $184,0142015Assets 2016: $167,532Liabilities 2016: $264Net Assets 2016: $167,2682016Assets 2017: $163,897Liabilities 2017: $1,205Net Assets 2017: $162,6922017Assets 2018: $154,527Liabilities 2018: $1,532Net Assets 2018: $152,9952018Assets 2019: $148,267Liabilities 2019: $11,014Net Assets 2019: $137,2532019Assets 2020: $167,530Liabilities 2020: $13,818Net Assets 2020: $153,7122020Assets 2021: $155,436Liabilities 2021: $1,562Net Assets 2021: $153,8742021Assets 2022: $156,888Liabilities 2022: $3,686Net Assets 2022: $153,2022022Assets 2023: $133,598Liabilities 2023: $4,409Net Assets 2023: $129,1892023Assets 2024: $88,904Liabilities 2024: $7,591Net Assets 2024: $81,3132024Assets 2025: $62,453Liabilities 2025: $40,615Net Assets 2025: $21,8382025

Highlighted filing

2016

Assets$167,532
Liabilities$264
Net Assets$167,268

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $311,865Expenses 2011: $301,534Net Income 2011: $10,3312011Revenue 2012: $287,432Expenses 2012: $299,319Net Income 2012: -$11,8872012Revenue 2013: $274,360Expenses 2013: $302,819Net Income 2013: -$28,4592013Revenue 2014: $254,854Expenses 2014: $247,385Net Income 2014: $7,4692014Revenue 2015: $289,884Expenses 2015: $243,025Net Income 2015: $46,8592015Revenue 2016: $232,396Expenses 2016: $243,948Net Income 2016: -$11,5522016Revenue 2017: $255,656Expenses 2017: $260,232Net Income 2017: -$4,5762017Revenue 2018: $265,905Expenses 2018: $275,602Net Income 2018: -$9,6972018Revenue 2019: $263,535Expenses 2019: $279,277Net Income 2019: -$15,7422019Revenue 2020: $233,634Expenses 2020: $217,173Net Income 2020: $16,4612020Revenue 2021: $212,396Expenses 2021: $212,234Net Income 2021: $1622021Revenue 2022: $225,845Expenses 2022: $226,517Net Income 2022: -$6722022Revenue 2023: $252,673Expenses 2023: $276,686Net Income 2023: -$24,0132023Revenue 2024: $398,689Expenses 2024: $447,057Net Income 2024: -$48,3682024Revenue 2025: $400,870Expenses 2025: $460,345Net Income 2025: -$59,4752025

Highlighted filing

2016

Revenue$232,396
Expenses$243,948
Net Income-$11,552
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 16, 2016
Return Version
2015v2.1
Gross Receipts
$232,396
Mission and Program Overview

Mission

Rotary international provides humanitarian service worldwide, encourages high ethical standards and helps build international goodwill and peace. Rotary district 5960 provides support and continuity to rotary clubs, to the district and to aid them in meeting those objectives.

Rotary international provides humanitarian service worldwide, encourages high ethical standards, and helps build international goodwill and peace. Rotary district 5960 provides support and continuity to rotary clubs to the district to aid them in meeting those objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$131,188$151,548▲ $20,360
Cash and Non-Interest-Bearing Accounts$50,397$9,225▼ $41,172
Accounts Receivable-$4,428-
Prepaid Expenses and Deferred Charges$5,755$2,331▼ $3,424
Total Assets$187,340$167,532▼ $19,808
Liabilities
Accounts Payable and Accrued Expenses$3,326$264▼ $3,062
Total Liabilities$3,326$264▼ $3,062
Net Assets / Fund Balance
Unrestricted Net Assets$92,295$96,191▲ $3,896
Temporarily Rstr Net Assets$91,719$71,077▼ $20,642
Total Net Assets Fund Balance$184,014$167,268▼ $16,746
Total Liabilities and Net Assets / Fund Balance$187,340$167,532▼ $19,808
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marlene GargulakDistrict Governer 2015-16
Kathy HughittExec Admin
Craig LeiserGovernor 2010-2011
Judy FreundGovernor 2011-2012
Joe KovarikGovernor 2012-2013
Gary CampbellGovernor 2013-2014
Karel WeigelGovernor 2014-2015
Newell KrogmannPast District Governor
Robert M MurpheyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,332
Program Service Revenue
$23,705
Investment Income
$359
Other Revenue
$0
Change in Net Assets
$-11,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,312
Grants and Similar Amounts Paid$77,262
Salaries, Compensation, and Employee Benefits$55,374
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,262--$77,262
Conferences and Meetings$54,636$1,091-$55,727
Other Salaries and Wages-$51,643-$51,643
Information Technology-$21,009-$21,009
Travel$13,538$937-$14,475
Occupancy-$9,745-$9,745
Office Expenses$820$3,819-$4,639
Payroll Taxes-$3,731-$3,731
Advertising$3,014--$3,014
All Other Expenses$2,138--$2,138
Insurance-$1,761-$1,761
Fees for Services Accounting-$1,020-$1,020
Other Expenses$8,249$-12,936-$-12,936
Total Functional Expenses$160,887$83,061$0$243,948
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Star Rotary Ye FoundatnMaple Grove, MN501c3Youth Exchng-
St Paul Rotary Club FoundationSaint Paul, MN501c3Youth Camp-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

Membership has the right to approve or deny any change in membership dues for the coming year. This election is taken at the annual district conference held in april prior to the beginning of the fiscal year (july - june).

Form 990 governing body review Part VI line 11

The board reviews financial statements prior to preparation of the form 990 and the signing officer acting on behalf of the board reviews the form 990 prior to signature.

CEO executive director top management comp Part VI line 15A

A separate committee empowered by the board reviews and determines the executive administrators salary for the next fiscal year. The executive administrator is the only district employee.

Governing documents etc available to public Part VI line 19

Governing documents and form 990 are available to the public as and when requested. A nominal fee may be charged for reproduction of these documents.

Filing and Contact Details

Filer

Filer Name
Rotary Intl District 5960 Inc
EIN
41-1429976
Address
2233 HAMLINE AVENUE NORTH, SAINT PAUL, MN 55113

Signing Officer

Name
Robert M Murphey
Title
Treasurer
Signed
2016-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Campbell
Formed
1982
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
60

Preparer

Firm
Robert M Murphey Pa
Address
10650 COUNTY ROAD 81 SUITE 203, MAPLE GROVE, MN 55369
Preparer
Robert Murphey
Phone
7634935799
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Ivfc removed from rotary international district 5960 inc assets.

Raw XML Appendix367 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.

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IRS990/PYInvestmentIncomeAmt0317
IRS990/PYOtherExpensesAmt0157308
IRS990/PYProgramServiceRevenueAmt066852
IRS990/PYRevenuesLessExpensesAmt046859
IRS990/PYSalariesCompEmpBnftPaidAmt057457
IRS990/PYTotalExpensesAmt0243025
IRS990/PYTotalRevenueAmt0289884
IRS990/ReconcilationRevenueExpnssAmt0-11552
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0131188
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0151548
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH EXCHNG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1YOUTH CAMP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH STAR ROTARY YE FOUNDATN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST PAUL ROTARY CLUB FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0411839823
IRS990ScheduleI/RecipientTable/RecipientEIN1411362498
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011251 RED FOX DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1ONE WATER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MAPLE GROVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAINT PAUL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055311
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155107
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS AND FINANCIAL ASSISTANCE ARE SUBJECT TO REVIEW AND FORMAL APPROVAL OF BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, AND ARE REFLECTED IN THE BOARD-APPROVED ANNUAL BUDGET.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP HAS THE RIGHT TO APPROVE OR DENY ANY CHANGE IN MEMBERSHIP DUES FOR THE COMING YEAR. THIS ELECTION IS TAKEN AT THE ANNUAL DISTRICT CONFERENCE HELD IN APRIL PRIOR TO THE BEGINNING OF THE FISCAL YEAR (JULY - JUNE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS FINANCIAL STATEMENTS PRIOR TO PREPARATION OF THE FORM 990 AND THE SIGNING OFFICER ACTING ON BEHALF OF THE BOARD REVIEWS THE FORM 990 PRIOR TO SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A SEPARATE COMMITTEE EMPOWERED BY THE BOARD REVIEWS AND DETERMINES THE EXECUTIVE ADMINISTRATORS SALARY FOR THE NEXT FISCAL YEAR. THE EXECUTIVE ADMINISTRATOR IS THE ONLY DISTRICT EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC AS AND WHEN REQUESTED. A NOMINAL FEE MAY BE CHARGED FOR REPRODUCTION OF THESE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IVFC REMOVED FROM ROTARY INTERNATIONAL DISTRICT 5960 INC ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt091719
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt071077
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0187340
IRS990/TotalAssetsEOYAmt0167532
IRS990/TotalAssetsGrp/BOYAmt0187340
IRS990/TotalAssetsGrp/EOYAmt0167532
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0208332
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083061
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160887
IRS990/TotalFunctionalExpensesGrp/TotalAmt0243948
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03326
IRS990/TotalLiabilitiesEOYAmt0264
IRS990/TotalLiabilitiesGrp/BOYAmt03326
IRS990/TotalLiabilitiesGrp/EOYAmt0264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0184014
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0167268
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0160887
IRS990/TotalProgramServiceRevenueAmt023705
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024064
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0232396
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0167532
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0937
IRS990/TravelGrp/ProgramServicesAmt013538
IRS990/TravelGrp/TotalAmt014475
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt092295
IRS990/UnrestrictedNetAssetsGrp/EOYAmt096191
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M MURPHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTL DISTRICT 5960 INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411429976
ReturnHeader/Filer/USAddress/AddressLine1Txt02233 HAMLINE AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0SAINT PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411733522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT M MURPHEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010650 COUNTY ROAD 81 SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAPLE GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055369
ReturnHeader/PreparerPersonGrp/PhoneNum07634935799
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Murphey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-16T11:09:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.41$0.22$4.01$4.60$0.59
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.08$0.81$3.99$4.47$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.04$1.29$2.53$2.77$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.04$1.53$2.26$2.27$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.02$1.54$2.12$2.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.14$1.54$2.34$2.17$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.11$1.37$2.64$2.79$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.53$2.66$2.76$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$2.56$2.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$2.32$2.44$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.03$1.84$2.90$2.43$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.06$1.34$2.55$2.47$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.45$0.13$1.33$2.74$3.03$0.28
2012Summary only. Only limited summary data is available for this year.$1.82$0.11$1.71$2.87$2.99$0.12
2011Summary only. Only limited summary data is available for this year.$1.88$0.02$1.86$3.12$3.02$0.10