Civic Intelligence

Edina Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 41-1456869

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileN/A
5101 Vernon Ave S 501Edina, MN 55436

(952) 929-0315

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.17x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

38%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$295,781

Up $80,946 (+38%) from 2015

Net Assets

Up

$259,668

Up $63,187 (+32%) from 2015

Liabilities

Up

$36,113

Up $17,759 (+97%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin84th percentile

Revenue

Down

$211,306

Down $60,567 (-22%) from 2015

Expenses

Up

$148,119

Up $6,969 (+4.9%) from 2015

Net Income

Down

$63,187

Down $67,536 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.0M$500K$0Assets 2011: $128,696Liabilities 2011: $98,302Net Assets 2011: $30,3942011Assets 2012: $82,362Liabilities 2012: $25,340Net Assets 2012: $57,0222012Assets 2013: $100,875Liabilities 2013: $18,758Net Assets 2013: $82,1172013Assets 2014: $83,877Liabilities 2014: $18,119Net Assets 2014: $65,7582014Assets 2015: $214,835Liabilities 2015: $18,354Net Assets 2015: $196,4812015Assets 2016: $295,781Liabilities 2016: $36,113Net Assets 2016: $259,6682016Assets 2017: $365,533Liabilities 2017: $42,225Net Assets 2017: $323,3082017Assets 2018: $372,492Liabilities 2018: $3,900Net Assets 2018: $368,5922018Assets 2019: $387,701Liabilities 2019: $12,995Net Assets 2019: $374,7062019Assets 2020: $489,034Liabilities 2020: $31,294Net Assets 2020: $457,7402020Assets 2021: $820,031Liabilities 2021: $60,014Net Assets 2021: $760,0172021Assets 2022: $786,639Liabilities 2022: $12,128Net Assets 2022: $774,5112022Assets 2023: $805,279Liabilities 2023: $40,360Net Assets 2023: $764,9192023Assets 2024: $862,240Liabilities 2024: $12,533Net Assets 2024: $849,7072024

Highlighted filing

2016

Assets$295,781
Liabilities$36,113
Net Assets$259,668
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $96,022Expenses 2011: $96,605Net Income 2011: -$5832011Revenue 2012: $107,532Expenses 2012: $80,904Net Income 2012: $26,6282012Revenue 2013: $133,631Expenses 2013: $108,536Net Income 2013: $25,0952013Revenue 2014: $144,357Expenses 2014: $160,716Net Income 2014: -$16,3592014Revenue 2015: $271,873Expenses 2015: $141,150Net Income 2015: $130,7232015Revenue 2016: $211,306Expenses 2016: $148,119Net Income 2016: $63,1872016Revenue 2017: $189,815Expenses 2017: $126,175Net Income 2017: $63,6402017Revenue 2018: $200,379Expenses 2018: $155,095Net Income 2018: $45,2842018Revenue 2019: $207,442Expenses 2019: $201,328Net Income 2019: $6,1142019Revenue 2020: $253,220Expenses 2020: $170,186Net Income 2020: $83,0342020Revenue 2021: $435,856Expenses 2021: $133,579Net Income 2021: $302,2772021Revenue 2022: $244,916Expenses 2022: $230,422Net Income 2022: $14,4942022Revenue 2023: $245,065Expenses 2023: $265,355Net Income 2023: -$20,2902023Revenue 2024: $225,262Expenses 2024: $194,629Net Income 2024: $30,6332024

Highlighted filing

2016

Revenue$211,306
Expenses$148,119
Net Income$63,187
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$247,918
Mission and Program Overview

Mission

To provide funding for various international and domestic charitable causes and youth activities including camp enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$130,723$193,910▲ $63,187
Investments Other Securities$110,330$163,562▲ $53,232
Cash and Non-Interest-Bearing Accounts$99,390$127,017▲ $27,627
Prepaid Expenses and Deferred Charges$5,115$4,540▼ $575
Accounts Receivable-$662-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$214,835$295,781▲ $80,946
Liabilities
Other Liabilities$18,354$36,113▲ $17,759
Total Liabilities$18,354$36,113▲ $17,759
Net Assets / Fund Balance
Total Net Assets Fund Balance$196,481$259,668▲ $63,187
Total Liabilities and Net Assets / Fund Balance$214,835$295,781▲ $80,946

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$163,562--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jon BarnettDirector
Joseph ChristensenDirector
Mike KallasDirector
Paul MootyDirector
Sandra SchleyDirector
Steve SlyceDirector
Ann PlattOfficer
Jeff OheOfficer
Jennifer BennerotteOfficer
John FlynnOfficer
Satoru AsatoOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,698
Program Service Revenue
$45,450
Investment Income
$6,158
Other Revenue
$0
All Other Contributions
$38,421
Change in Net Assets
$63,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,009
Other Expenses$57,110
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,009--$91,009
All Other Expenses$2,069$441-$2,510
Fees for Services Accounting-$2,000-$2,000
Other Expenses$6,134$1,885-$1,885
Office Expenses-$115-$115
Total Functional Expenses$143,678$4,441$0$148,119
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ERIK'S RETREATMinneapolis, MN-Kitchen Remodel$25,000
Polio Plus - Rotary InternationalEvanston, IL-General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,612
Fundraising Gross Income$36,612
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$157,889$36,612$17,169$19,443
Total Events$157,889$36,612$36,612$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grants Payable$35,309
Deposit Youth Exchange Students$800
Due to Edina Rotary Club$4
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 was distributed and reviewed by the officers of the foundation, but not the full board, prior to filing.”

Form 990, Part VI, Section C, Line 18

“Copies of the annual report and form 990 are available for review upon request.”

Form 990, Part VI, Section C, Line 19

“Copies of the annual report and form 990 are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
The Edina Rotary Foundation Inc
EIN
41-1456869
Phone
9529290315
Address
5101 VERNON AVE S 501, EDINA, MN 55436

Signing Officer

Name
Jennifer Bennerotte
Title
President
Phone
9528339520
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Bennerotte
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S 501, EDINA, MN 55436
Preparer
Patti a Ellingson
Phone
9529290315
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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06272
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0171735
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99100
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0690694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0231021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0690694
IRS990ScheduleA/TotalSupportAmt0696966
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt235309
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT YOUTH EXCHANGE STUDENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO EDINA ROTARY CLUB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2GRANTS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0163562
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RAYMOND JAMES MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0163562
IRS990ScheduleD/TotalLiabilityAmt036113
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0121277
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0121277
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036612
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017504
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0157889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0157889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036612
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01939
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01939
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017169
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1KITCHEN REMODEL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORTGENERAL SUPPORTGENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0POLIO PLUS - ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ERIK'S RETREAT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13420 HERITAGE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MINNEAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155435
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED AND REVIEWED BY THE OFFICERS OF THE FOUNDATION, BUT NOT THE FULL BOARD, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE ANNUAL REPORT AND FORM 990 ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ANNUAL REPORT AND FORM 990 ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0214835
IRS990/TotalAssetsEOYAmt0295781
IRS990/TotalAssetsGrp/BOYAmt0214835
IRS990/TotalAssetsGrp/EOYAmt0295781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0159698
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04441
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143678
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018354
IRS990/TotalLiabilitiesEOYAmt036113
IRS990/TotalLiabilitiesGrp/BOYAmt018354
IRS990/TotalLiabilitiesGrp/EOYAmt036113
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0196481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0259668
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt08203
IRS990/TotalProgramServiceExpensesAmt0143678
IRS990/TotalProgramServiceRevenueAmt045450
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211306
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214835
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0295781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt029455 GAYLORD AVE
IRS990/USAddress/CityNm0CANNON FALLS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055009
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$295,781
Liabilities
$36,113
Net assets
$259,668
Revenue
$211,306
Expenses
$148,119
Net income
$63,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.62$0.13$8.50$2.25$1.95$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.05$0.40$7.65$2.45$2.65$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.87$0.12$7.75$2.45$2.30$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.20$0.60$7.60$4.36$1.34$3.02
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.31$4.58$2.53$1.70$0.83
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.13$3.75$2.07$2.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.04$3.69$2.00$1.55$0.45
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.42$3.23$1.90$1.26$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.36$2.60$2.11$1.48$0.63
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.18$1.96$2.72$1.41$1.31
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.18$0.66$1.44$1.61$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.19$0.82$1.34$1.09$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.25$0.57$1.08$0.81$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.98$0.30$0.96$0.97$0.01