Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 41-1468694

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 06, 2014

PO Box 3Perham, MN 56573

(218) 346-7645

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$1,200

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$39,978

Up $4,412 (+12%) from 2013

Net Assets

Up

$39,978

Up $5,866 (+17%) from 2013

Liabilities

Down

$0

Down $1,454 (-100%) from 2013

Revenue

Down

$28,172

Down $10,525 (-27%) from 2013

Expenses

Down

$22,306

Down $23,387 (-51%) from 2013

Net Income

Up

$5,866

Up $12,862 (+184%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$39,978
Liabilities$0
Net Assets$39,978

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$28,172
Expenses$22,306
Net Income$5,866
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 6, 2014
Return Version
2013v3.1
Gross Receipts
$58,590
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS RYLA 1900 4 WAY TEST 1000-$2,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY R HELMEKETreasurer Ex Officio-$1,200-$1,200
CHUCK HOFIUSPresident-$0--
DEB SPICZKASecretary Ex Officio-$0--
KEVIN NELSONPresident Elect-$0--
WHITEY SCHUETTDirector-$0--
NEIL WRANGHAMDirector-$0--
JODI SAZAMADirector-$0--
JIM OSTERFELDDirector-$0--
MITCH ANDERSONDirector-$0--
DENNIS DIRLAMDirector-$0--
BONNIE JOHNSONPresident Nominee-$0--
JEAN JOHNSONPast President-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

EIN
41-1468694

Signing Officer

Name
Chuck Hofius
Title
President
Phone
2183467645
Signed
2014-09-06
Discuss with paid preparer
No

Preparer

Preparer
Bradley R Helmeke CPA
Phone
2183464200
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMISCELLANEOUS INCOME 49

Description of other expenses Part I line 16

Description AmountROTARY COMMUNITY PROMOTION 3,029ANNUAL MEETING 1,532DUES AND MEMBERSHIP EXPENSES 11,528SUPPLIES,POSTAGE,AND PIANO PLAYING 922DISTRICT CONFERENCE 1,190PROGRAM SERVICES DONATIONS 2,900DISCOUNTS 5

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE 8,033 0

Description of total liabilities Part II line 26

Category Beginning of Year End of YearDUE TO FOUNDATION 1,454 0

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/BenefitsPaidToOrForMembersAmt01200
IRS990EZ/BooksInCareOfDetail/PersonNm0BRADLEY R HELMEKE
IRS990EZ/BooksInCareOfDetail/PhoneNum02183467645
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10160 3RD AVE SW
IRS990EZ/BooksInCareOfDetail/USAddress/City0PEHRAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode056573
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027533
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05866
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt035612
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IRS990EZ/GrossReceiptsAmt058590
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt09
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010675
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034112
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039978
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039978
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHUCK HOFIUS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEB SPICZKA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NEIL WRANGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JODI SAZAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM OSTERFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MITCH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DENNIS DIRLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BONNIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JEAN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08033
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021106
IRS990EZ/OtherRevenueTotalAmt049
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERHAM ROTARY CONTRIBUTIONS RYLA 1900 4 WAY TEST 1000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030418
IRS990EZ/SpecialEventsNetIncomeLossAmt016439
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01454
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022306
IRS990EZ/TotalProgramServiceExpensesAmt02900
IRS990EZ/TotalRevenueAmt028172
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SPRING FLING
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ROTARY ROSES
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountROTARY COMMUNITY PROMOTION 3,029ANNUAL MEETING 1,532DUES AND MEMBERSHIP EXPENSES 11,528SUPPLIES,POSTAGE,AND PIANO PLAYING 922DISTRICT CONFERENCE 1,190PROGRAM SERVICES DONATIONS 2,900DISCOUNTS 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 8,033 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearDUE TO FOUNDATION 1,454 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK HOFIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183467645
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PERHAM ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411468694
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3
ReturnHeader/Filer/USAddress/City0PERHAM
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode056573
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450397972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Bekkerus Schott Helmeke DeConcini
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10160 3rd Ave SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Perham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode056573
ReturnHeader/PreparerPersonGrp/PhoneNum02183464200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02014-11-11T10:16:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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