Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 41-1468694

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 24, 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$1,200

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$64,425

Up $7,901 (+14%) from 2016

Net Assets

Up

$64,425

Up $7,901 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$32,548

Up $3,263 (+11%) from 2016

Expenses

Up

$24,647

Up $4,626 (+23%) from 2016

Net Income

Down

$7,901

Down $1,363 (-15%) from 2016

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

2017

Assets$64,425
Liabilities$0
Net Assets$64,425

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

2017

Revenue$32,548
Expenses$24,647
Net Income$7,901
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$64,321
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 157 DUES 10913 RYLA 2850 4 WAY ESSAY CONTEST 800-$14,720
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY R HELMEKETreasurer Ex Officio-$1,200-$1,200
DEB SPICZKASecretary Ex Officio-$0--
JADE BERUBEPresident-$0--
TIM GRAFFDirector-$0--
TAMMY STURDEVANTPresident Nominee-$0--
TRACI HENDRICKXDirector-$0--
RANDY MATTFELDDirector-$0--
MITCH ANDERSONDirector-$0--
PHILLIP GILBERTDirector-$0--
JIM RIEBERPresident Elect-$0--
KEITH LEIRANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Firemen Bing$14,588$14,588$14,588$0
Turtlefest$6,563$6,563$997$5,566
Total Events$53,607$53,607$31,773$21,834
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
Jade Berube
Title
President
Phone
2183464200
Signed
2017-08-24
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 34

Description of other expenses Part I line 16

Description AmountROTARY PROMOTION 1,887BLOOD SCREENING 157DUES AND MEMBERSHIP EXPENSES 12,286PIANO PLAYING 566DISTRICT CONFERENCE & MEETINGS 2,8434 WAY TEST AND RYLA 3,650SUPPLIES 1,947

Raw XML Appendix183 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/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/BOYAmt056524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07901
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt064425
IRS990EZ/FundraisingGrossIncomeAmt053607
IRS990EZ/GrossReceiptsAmt064321
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056524
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064425
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056524
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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/PersonNm0BRADLEY R HELMEKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEB SPICZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JADE BERUBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM GRAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY STURDEVANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACI HENDRICKX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIM RIEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KEITH LEIRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023336
IRS990EZ/OtherRevenueTotalAmt034
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0111
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 157 DUES 10913 RYLA 2850 4 WAY ESSAY CONTEST 800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01200
IRS990EZ/SpecialEventsDirectExpensesAmt031773
IRS990EZ/SpecialEventsNetIncomeLossAmt021834
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024647
IRS990EZ/TotalProgramServiceExpensesAmt014720
IRS990EZ/TotalRevenueAmt032548
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031773
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLEFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREMEN BING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053607
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021834
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016188
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031773
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0997
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014588
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountROTARY PROMOTION 1,887BLOOD SCREENING 157DUES AND MEMBERSHIP EXPENSES 12,286PIANO PLAYING 566DISTRICT CONFERENCE & MEETINGS 2,8434 WAY TEST AND RYLA 3,650SUPPLIES 1,947
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/PersonNm0JADE BERUBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183464200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B13ABBA3628D3A8ABDB5D19FAF65A6132E7F7002
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B13ABBA3628D3A8ABDB5D19FAF65A6132E7F7002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04142272017250hlaehjb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.255.133.45
ReturnHeader/FilingSecurityInformation/IPDt02017-09-07
ReturnHeader/FilingSecurityInformation/IPTm009:59:50
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/PreparationDt02017-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02017-09-07T09:47:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings