Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 41-1468694

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

Organization Profile
PO Box 3Perham, MN 56573

(218) 346-4200

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

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

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.

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

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

51st percentile

0.2%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$56,524

Up $9,264 (+20%) from 2015

Net Assets

Up

$56,524

Up $9,264 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$29,285

Up $66 (+0.2%) from 2015

Expenses

Down

$20,021

Down $1,916 (-8.7%) from 2015

Net Income

Up

$9,264

Up $1,982 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2016

Assets$56,524
Liabilities$0
Net Assets$56,524
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

2016

Revenue$29,285
Expenses$20,021
Net Income$9,264
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$60,677
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 527 DUES 10938-$11,465
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY R HELMEKETreasurer Ex Officio-$1,200-$1,200
KEVIN NELSONPast President-$0--
DEB SPICZKASecretary Ex Officio-$0--
BONNIE JOHNSONPresident-$0--
LISA GREENEDirector-$0--
JIM RIEBERPresident Nominee-$0--
JODI SAZAMADirector-$0--
TAMMY STURDEVANTDirector-$0--
MITCH ANDERSONDirector-$0--
PHILLIP GILBERTDirector-$0--
JADE BERUBEPresident Elect-$0--
KEITH LEIRANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Firemen Bing----
Turtlefest----
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
Kevin Nelson
Title
President
Phone
2183464200
Signed
2016-10-28
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 84”

Description of other expenses Part I line 16

“Description AmountBAD DEBTS 165BLOOD SCREENING, PAUL HARRIS, ETC 527DUES AND MEMBERSHIP EXPENSES 11,895PIANO PLAYING 472DISTRICT CONFERENCE & MEETINGS 2,366ROTARY PROMOTION 3,291”

Raw XML Appendix167 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/BOYAmt047260
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047260
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADLEY R HELMEKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEB SPICZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM RIEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JODI SAZAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAMMY STURDEVANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MITCH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PHILLIP GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JADE BERUBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KEITH LEIRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018716
IRS990EZ/OtherRevenueTotalAmt084
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0105
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011465
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01200
IRS990EZ/SpecialEventsDirectExpensesAmt031392
IRS990EZ/SpecialEventsNetIncomeLossAmt018506
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020021
IRS990EZ/TotalProgramServiceExpensesAmt011465
IRS990EZ/TotalRevenueAmt029285
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLEFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREMEN BING
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBAD DEBTS 165BLOOD SCREENING, PAUL HARRIS, ETC 527DUES AND MEMBERSHIP EXPENSES 11,895PIANO PLAYING 472DISTRICT CONFERENCE & MEETINGS 2,366ROTARY PROMOTION 3,291
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183464200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
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/PreparationDt02016-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02016-11-03T13:09:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$56,524
Liabilities
$0
Net assets
$56,524
Revenue
$29,285
Expenses
$20,021
Net income
$9,264
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