Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 41-1468694

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 08, 2020

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.0%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$73,424

Up $4,322 (+6.3%) from 2018

Net Assets

Up

$73,424

Up $4,322 (+6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$26,138

Down $801 (-3.0%) from 2018

Expenses

Down

$21,816

Down $446 (-2.0%) from 2018

Net Income

Down

$4,322

Down $355 (-7.6%) from 2018

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

2019

Assets$73,424
Liabilities$0
Net Assets$73,424

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

2019

Revenue$26,138
Expenses$21,816
Net Income$4,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 8, 2020
Return Version
2018v3.1
Gross Receipts
$58,163
Mission and Program Overview

Mission

Community service organization

Program Services

DescriptionGrantsExpenses
PERHAM ROTARY CONTRIBUTIONS BLOOD SCREENING 132 DUES 10205 RYLA 2000 4 WAY ESSAY 1800-$14,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON SMITHDirector-$0--
BRADLEY R HELMEKETreasurer Ex Officio-$0--
DEB SPICZKASecretary Ex Officio-$0--
PHIL GILBERTPresident Elect-$0--
DEAN SIMPSONDirector-$0--
TAMMY STURDEVANTPast President-$0--
TRACI HENDRICKXDirector-$0--
DENNIS HAPPELDirector-$0--
MITCH ANDERSONPresident-$0--
KEITH LEIRANDirector-$0--
EMILY POULSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Firemen Bing$14,277$14,277$14,277$0
Turtlefest$6,877$6,877$1,648$5,229
Total Events$48,280$48,280$32,025$16,255
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
Mitch Anderson
Title
President
Phone
2183464200
Signed
2020-09-08
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 56

Description of other expenses Part I line 16

Description AmountROTARY PROMOTION 1,993BLOOD SCREENING 132DUES AND MEMBERSHIP EXPENSES 12,054PIANO PLAYING 617DISTRICT CONFERENCE & MEETINGS 2204 WAY TEST AND RYLA 3,800SUPPLIES 30BAD DEBTS 1,706

Raw XML Appendix184 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/PhoneNum02183464200
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEHRAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056573
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IRS990EZ/MembershipDuesAmt09787
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069102
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073424
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON SMITH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEB SPICZKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHIL GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEAN SIMPSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020552
IRS990EZ/OtherRevenueTotalAmt056
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt064
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014137
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt016255
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt026138
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032025
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLEFEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREMEN BING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027126
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016255
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016100
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS INCOME 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountROTARY PROMOTION 1,993BLOOD SCREENING 132DUES AND MEMBERSHIP EXPENSES 12,054PIANO PLAYING 617DISTRICT CONFERENCE & MEETINGS 2204 WAY TEST AND RYLA 3,800SUPPLIES 30BAD DEBTS 1,706
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02183464200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-08
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/AtSubmissionCreationDeviceId0FD48FBF54F020008F1FE14C12117BF753E4ABEB4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD48FBF54F020008F1FE14C12117BF753E4ABEB4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04142272020253urpwdtc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.255.133.45
ReturnHeader/FilingSecurityInformation/IPDt02020-09-09
ReturnHeader/FilingSecurityInformation/IPTm013:51:43
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/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley R Helmeke CPA
ReturnHeader/ReturnTs02020-09-09T11:10:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings