Rotary Club of Duluth Foundation

990EZ • Fiscal year 2013 • EIN 41-1750809

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 16, 2013

Organization Profile N/A

505 West Superior Street No 20955802

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

70%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

15%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

60%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets68th percentile

Assets

$197,080

Up $24,983 (+15%) from 2012

Net Assets

$190,580

Up $24,783 (+15%) from 2012

Liabilities

$6,500

Up $200 (+3.2%) from 2012

Revenue And Expenses

Liabilities / Revenue87th percentile Net Margin96th percentile

Revenue

$28,661

Up $10,784 (+60%) from 2012

Expenses

Down

$8,642

Down $223 (-2.5%) from 2012

Net Income

$20,019

Up $11,007 (+122%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$197,080

Liabilities$6,500

Net Assets$190,580

Open 2013 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$28,661

Expenses$8,642

Net Income$20,019

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Dec 16, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Charitable and educational services

Filing and Contact Details

Filer

EIN: 41-1750809

Raw XML Appendix178 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.

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IRS990EZ/CashSavingsAndInvestments/EOY	0	197080
IRS990EZ/ContributionsGiftsGrantsEtc	0	22130
IRS990EZ/CostOtherBasisAndSalesExpenses	0	17422
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	20019
IRS990EZ/FeesAndOthPymtToIndContractors	0	25
IRS990EZ/FiledScheduleA	0	1
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IRS990EZ/ForeignOffice	0	0
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IRS990EZ/GrantsAndSimilarAmountsPaid	0	6500
IRS990EZ/GrossAmountFromSaleOfAssets	0	15872
IRS990EZ/GrossReceipts	0	46083
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	8081
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
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IRS990EZ/NetAssetsOrFundBalances/BOY	0	165797
IRS990EZ/NetAssetsOrFundBalancesBOY	0	165797
IRS990EZ/NetAssetsOrFundBalances/EOY	0	190580
IRS990EZ/NetAssetsOrFundBalancesEOY	0	190580
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0.50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	0.50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	DIANNE HOLLIDAY-WELSCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	GREG HANSEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	RONI SALO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	TOM WHEELER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	CATHERINE CARTER-HUBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	LARRY FORTNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	AL MAKYNEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	RONI SALO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	DIRECTOR
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	4764
IRS990EZ/OtherExpensesTotal	0	2117
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	CHARITABLE AND EDUCATIONAL SERVICES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	EVALUATING PROJECTS TO FUND
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	6500
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	MN
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	6300
IRS990EZ/SumOfTotalLiabilities/EOY	0	6500
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	505 WEST SUPERIOR STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	DULUTH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	55802
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	PATTY SHOGREN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2187220451
IRS990EZ/TotalAssets/BOY	0	172097
IRS990EZ/TotalAssets/EOY	0	197080
IRS990EZ/TotalExpenses	0	8642
IRS990EZ/TotalProgramServiceExpenses	0	6500
IRS990EZ/TotalRevenue	0	28661
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	22130
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	10119
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	7780
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	10170
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	5052
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	55251
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	8081
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	8176
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	6082
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	4955
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	3040
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	30334
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.64560
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.54350
IRS990ScheduleA/PublicSupportTotal170	0	55251
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	22130
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	10119
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	7780
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	10170
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	5052
IRS990ScheduleA/Total170/Total	0	55251
IRS990ScheduleA/TotalSupport	0	85585
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST AND DIVIDENDS 8,081..
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: INVESTMENT ADVISORY FEES. AMOUNT: 2,102. DESCRIPTION: MISCELLANEOUS. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 2,117.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: UNREALIZED INVESTMENT INCOME (LOSS). AMOUNT: 4,764.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART I, LINE 20
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	411750809
ReturnHeader/Filer/Name/BusinessNameLine1	0	WESTMORELAND ROTARY #25 FOUNDATION
ReturnHeader/Filer/NameControl	0	WEST
ReturnHeader/Filer/Phone	0	2187220451
ReturnHeader/Filer/USAddress/AddressLine1	0	505 WEST SUPERIOR STREET NO 209
ReturnHeader/Filer/USAddress/City	0	DULUTH
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55802
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-12-16
ReturnHeader/Officer/Name	0	DIANE HOLLIDAY-WELSH
ReturnHeader/Officer/Phone	0	2187220451
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/Preparer/DatePrepared	0	2013-12-16
ReturnHeader/PreparerFirm/EIN	0	390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	230 W SUPERIOR ST SUITE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	DULUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	55802
ReturnHeader/Preparer/Name	0	DEBORAH MEDLIN
ReturnHeader/Preparer/Phone	0	2187224705
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-15T13:09:23-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $197,080
Liabilities: $6,500
Net assets: $190,580
Revenue: $28,661
Expenses: $8,642
Net income: $20,019

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.80	$0.00	$3.80	$0.47	$0.71	$0.25
2023Detailed filing. Detailed filing data is available for this year.	$3.84	$0.06	$3.78	$0.52	$0.19	$0.34
2022Detailed filing. Detailed filing data is available for this year.	$3.38	$0.03	$3.35	$0.59	$0.49	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$3.95	$0.00	$3.95	$0.64	$0.42	$0.21
2020Detailed filing. Detailed filing data is available for this year.	$3.34	$0.01	$3.33	$0.65	$0.14	$0.51
2019Detailed filing. Detailed filing data is available for this year.	$2.88	$0.01	$2.87	$0.47	$0.22	$0.25
2018Detailed filing. Detailed filing data is available for this year.	$2.61	$0.01	$2.60	$0.42	$0.23	$0.19
2017Detailed filing. Detailed filing data is available for this year.	$2.35	$0.00	$2.35	$0.29	$0.17	$0.12
2016Summary only. Only limited summary data is available for this year.	$2.15	$0.00	$2.15	$0.50	$0.20	$0.29
2015Detailed filing. Detailed filing data is available for this year.	$2.09	$0.13	$1.96	$0.43	$0.36	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$2.05	$0.00	$2.05	$0.19	$0.18	$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.97	$0.07	$1.91	$0.29	$0.09	$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.72	$0.06	$1.66	$0.18	$0.09	$0.09
2011Summary only. Only limited summary data is available for this year.	$1.57	$0.00		$0.18	$0.06	$0.12