Civic Intelligence

Perham Rotary Club

EIN 41-1468694 • 501(c)4 • Perham, MN

Profile

Community service organization

PO Box 3Perham, MN 56573
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

100th percentile

664%

Higher net margin than 100% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-41%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$26,787

Down $18,599 (-41%) from 2020

Liabilities

Flat

$263

Flat from 2020

Net Assets

Down

$26,524

Down $18,599 (-41%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,800

Down $18,451 (-118%) from 2020

Expenses

Down

$15,799

Down $28,153 (-64%) from 2020

Net Income

Up

-$18,599

Up $9,702 (+34%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $155,550Net Assets 2010: $155,5502010Assets 2011: $160,009Liabilities 2011: $02011Assets 2012: $116,462Liabilities 2012: $75,354Net Assets 2012: $41,1082012Assets 2013: $35,566Liabilities 2013: $1,454Net Assets 2013: $34,1122013Assets 2014: $39,978Liabilities 2014: $0Net Assets 2014: $39,9782014Assets 2015: $47,260Liabilities 2015: $0Net Assets 2015: $47,2602015Assets 2016: $56,524Liabilities 2016: $0Net Assets 2016: $56,5242016Assets 2017: $64,425Liabilities 2017: $0Net Assets 2017: $64,4252017Assets 2018: $69,102Liabilities 2018: $0Net Assets 2018: $69,1022018Assets 2019: $73,424Liabilities 2019: $0Net Assets 2019: $73,4242019Assets 2020: $45,386Liabilities 2020: $263Net Assets 2020: $45,1232020Assets 2021: $26,787Liabilities 2021: $263Net Assets 2021: $26,5242021

Highlighted filing

2021

Assets$26,787
Liabilities$263
Net Assets$26,524
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $80,032Expenses 2010: $69,105Net Income 2010: $10,9272010Revenue 2011: $121,795Expenses 2011: $117,336Net Income 2011: $4,4592011Revenue 2012: $47,690Expenses 2012: $81,832Net Income 2012: -$34,1422012Revenue 2013: $38,697Expenses 2013: $45,693Net Income 2013: -$6,9962013Revenue 2014: $28,172Expenses 2014: $22,306Net Income 2014: $5,8662014Revenue 2015: $29,219Expenses 2015: $21,937Net Income 2015: $7,2822015Revenue 2016: $29,285Expenses 2016: $20,021Net Income 2016: $9,2642016Revenue 2017: $32,548Expenses 2017: $24,647Net Income 2017: $7,9012017Revenue 2018: $26,939Expenses 2018: $22,262Net Income 2018: $4,6772018Revenue 2019: $26,138Expenses 2019: $21,816Net Income 2019: $4,3222019Revenue 2020: $15,651Expenses 2020: $43,952Net Income 2020: -$28,3012020Revenue 2021: -$2,800Expenses 2021: $15,799Net Income 2021: -$18,5992021

Highlighted filing

2021

Revenue-$2,800
Expenses$15,799
Net Income-$18,599
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,787
Liabilities
$263
Net assets
$26,524
Revenue
-$2,800
Expenses
$15,799
Net income
-$18,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.03$0.16$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.16$0.44$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.26$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.27$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.33$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.29$0.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.29$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.28$0.22$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.34$0.39$0.46$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.75$0.41$0.48$0.82$0.34
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$1.22$1.17$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$1.56$0.80$0.69$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$8,457
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS:DUES $11,417; 4 WAY ESSAY $1000-$12,417
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON SMITHDirector-$0--
BRADLEY R HELMEKETreasurer Ex Officio-$0--
DEB SPICZKASecretary Ex Officio-$0--
PHIL GILBERTPresident-$0--
DEAN SIMPSONDirector-$0--
KARI HONERPresident Elect-$0--
TRACI HENDRICKXDirector-$0--
DENNIS HAPPELDirector-$0--
MITCH ANDERSONPast President-$0--
KEITH LEIRANDirector-$0--
EMILY POULSONDirector-$0--
BRAD NEUERBERGDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Perham Rotary Club
EIN
41-1468694
Address
PO BOX 3, PERHAM, MN 56573

Signing Officer

Name
Bradley R Helmeke
Title
Treasurer
Phone
2183464200
Signed
2021-10-18
Discuss with paid preparer
No

Preparer

Firm
Bekkerus Schott Helmeke DeConcini
Address
160 3rd Ave SW, Perham, MN 56573
Preparer
Bradley R Helmeke CPA
Phone
2183464200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountrotary promotion 1,470bank charges 30dues and membership expenses 1,195postage 874 way essay test 1,000”

Description of total liabilities Part II line 26

“Category beginning of year end of yearraffle payable 263 263”

Raw XML Appendix173 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/BenefitsPaidToOrForMembersAmt011417
IRS990EZ/BooksInCareOfDetail/PersonNm0BRADLEY R HELMEKE
IRS990EZ/BooksInCareOfDetail/PhoneNum02183464200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 3RD AVE SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEHRAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056573
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18599
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026787
IRS990EZ/FundraisingGrossIncomeAmt0798
IRS990EZ/GrossReceiptsAmt08457
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045123
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026524
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045123
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADLEY R HELMEKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEB SPICZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHIL GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEAN SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARI HONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACI HENDRICKX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DENNIS HAPPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MITCH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEITH LEIRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EMILY POULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRAD NEUERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03782
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERHAM ROTARY CONTRIBUTIONS:DUES $11,417; 4 WAY ESSAY $1000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012417
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011257
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10459
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0263
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0263
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015799
IRS990EZ/TotalProgramServiceExpensesAmt012417
IRS990EZ/TotalRevenueAmt0-2800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NONPROFIT CO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTROTARY PROMOTION 1,470BANK CHARGES 30DUES AND MEMBERSHIP EXPENSES 1,195POSTAGE 874 WAY ESSAY TEST 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARRAFFLE PAYABLE 263 263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY R HELMEKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02183464200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERHAM ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411468694
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0PERHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056573
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450397972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bekkerus Schott Helmeke DeConcini
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 3rd Ave SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056573
ReturnHeader/PreparerPersonGrp/PhoneNum02183464200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02021-10-20T09:44:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELMEKE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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