Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 41-1468694

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

7.3%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$69,102

Up $4,677 (+7.3%) from 2017

Net Assets

Up

$69,102

Up $4,677 (+7.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$26,939

Down $5,609 (-17%) from 2017

Expenses

Down

$22,262

Down $2,385 (-9.7%) from 2017

Net Income

Down

$4,677

Down $3,224 (-41%) from 2017

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

2018

Assets$69,102
Liabilities$0
Net Assets$69,102

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

2018

Revenue$26,939
Expenses$22,262
Net Income$4,677
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$57,033
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 183 DUES 9821 RYLA 1900 FOREIGN EXCHANGE STUDENT 811-$12,715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE TAPPEDirector-$0--
BRADLEY R HELMEKETreasurer Ex Officio-$0--
DEB SPICZKASecretary Ex Officio-$0--
JADE BERUBEPast President-$0--
TIM GRAFFDirector-$0--
TAMMY STURDEVANTPresident Elect-$0--
TRACI HENDRICKXDirector-$0--
RANDY MATTFELDDirector-$0--
JIM RIEBERPresident-$0--
KEITH LEIRANDirector-$0--
EMILY POULSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Firemen Bing$12,794$12,794$12,804$-10
Turtlefest$7,383$7,383$1,505$5,878
Total Events$47,293$47,293$30,094$17,199
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
Jim Rieber
Title
President
Phone
2183464200
Signed
2018-11-12
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 144

Description of other expenses Part I line 16

Description AmountROTARY PROMOTION 1,824BLOOD SCREENING 183DUES AND MEMBERSHIP EXPENSES 14,076PIANO PLAYING 611DISTRICT CONFERENCE & MEETINGS 524 WAY TEST AND RYLA 1,900SUPPLIES 15BAD DEBTS 1,473BANK FEES 5FOREIGN EXCHANGE STUDENT 811

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/USAddress/CityNm0PEHRAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064425
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt064425
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE TAPPE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020950
IRS990EZ/OtherRevenueTotalAmt0144
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0112
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012715
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01200
IRS990EZ/SpecialEventsDirectExpensesAmt030094
IRS990EZ/SpecialEventsNetIncomeLossAmt017198
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022262
IRS990EZ/TotalProgramServiceExpensesAmt012715
IRS990EZ/TotalRevenueAmt026939
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030094
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLEFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREMEN BING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027116
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027116
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017199
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030094
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountROTARY PROMOTION 1,824BLOOD SCREENING 183DUES AND MEMBERSHIP EXPENSES 14,076PIANO PLAYING 611DISTRICT CONFERENCE & MEETINGS 524 WAY TEST AND RYLA 1,900SUPPLIES 15BAD DEBTS 1,473BANK FEES 5FOREIGN EXCHANGE STUDENT 811
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM RIEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183464200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04142272018318k0zh4fb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.255.133.45
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm014:57:28
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02018-11-14T14:55:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings