Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 41-1468694

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 31, 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

87th percentile

$1,200

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

3.7%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$47,260

Up $7,282 (+18%) from 2014

Net Assets

Up

$47,260

Up $7,282 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$29,219

Up $1,047 (+3.7%) from 2014

Expenses

Down

$21,937

Down $369 (-1.7%) from 2014

Net Income

Up

$7,282

Up $1,416 (+24%) from 2014

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

2015

Assets$47,260
Liabilities$0
Net Assets$47,260

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

2015

Revenue$29,219
Expenses$21,937
Net Income$7,282
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 31, 2015
Return Version
2014v5.0
Gross Receipts
$57,702
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 253 PAUL HARRIS 80-$333
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY R HELMEKETreasurer Ex Officio-$1,200-$1,200
KEVIN NELSONPresident-$0--
DEB SPICZKASecretary Ex Officio-$0--
BONNIE JOHNSONPresident Elect-$0--
LORI MEADERDirector-$0--
JIM RIEBERDirector-$0--
JODI SAZAMADirector-$0--
JIM OSTERFELDDirector-$0--
MITCH ANDERSONDirector-$0--
DENNIS DIRLAMDirector-$0--
JADE BERUBEPresident Nominee-$0--
CHUCK HOFIUSPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Firemen Bing$9,930$9,930$9,930$0
Turtlefest$7,415$7,415$1,167$6,248
Total Events$46,719$46,719$28,483$18,236
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
Chuck Hofius
Title
President
Phone
2183474500
Signed
2015-10-31
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 revenue Part I line 8

Description AmountMISCELLANEOUS INCOME 52

Description of other expenses Part I line 16

Description AmountBAD DEBTS 1,407BLOOD SCREENING, PAUL HARRIS, ETC 420DUES AND MEMBERSHIP EXPENSES 11,824SUPPLIES,PERMIT,AND PIANO PLAYING 1,567DISTRICT CONFERENCE 2,513ROTARY PROMOTION 2,946

Raw XML Appendix181 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/BooksInCareOfDetail/USAddress/CityNm0PEHRAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039978
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039978
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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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
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020677
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt060
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt018236
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021937
IRS990EZ/TotalProgramServiceExpensesAmt0333
IRS990EZ/TotalRevenueAmt029219
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028483
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLEFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREMEN BING
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09930
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09930
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046719
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018236
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09930
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBAD DEBTS 1,407BLOOD SCREENING, PAUL HARRIS, ETC 420DUES AND MEMBERSHIP EXPENSES 11,824SUPPLIES,PERMIT,AND PIANO PLAYING 1,567DISTRICT CONFERENCE 2,513ROTARY PROMOTION 2,946
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK HOFIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183474500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-31
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/PreparationDt02015-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02015-11-05T08:45:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings