Civic Intelligence

The White Bear Lake Rotary Foundation

990EZ • Fiscal year 2013 • EIN 41-1817128

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 27, 2014

1620 Mahtomedi Avenue55115
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Down

$47,026

Down $28,431 (-38%) from 2012

Net Assets

Down

$47,026

Down $106 (-0.2%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,507

Up $5,216 (+12%) from 2012

Expenses

Up

$48,613

Up $5,957 (+14%) from 2012

Net Income

Down

-$106

Down $741 (-117%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $63,097Net Assets 2010: $63,0972010Assets 2011: $66,497Liabilities 2011: $20,000Net Assets 2011: $46,4972011Assets 2012: $75,457Liabilities 2012: $28,325Net Assets 2012: $47,1322012Assets 2013: $47,026Net Assets 2013: $47,0262013Assets 2014: $48,252Net Assets 2014: $48,2522014Assets 2015: $42,699Liabilities 2015: $95Net Assets 2015: $42,6042015Assets 2016: $42,909Net Assets 2016: $42,9092016Assets 2017: $39,740Net Assets 2017: $39,7402017Assets 2018: $43,501Net Assets 2018: $43,5012018Assets 2019: $30,313Net Assets 2019: $30,3132019Assets 2020: $15,698Net Assets 2020: $15,6982020Assets 2021: $73,225Net Assets 2021: $73,2252021Assets 2022: $72,237Net Assets 2022: $72,2372022Assets 2023: $90,738Net Assets 2023: $90,7382023Assets 2024: $72,535Net Assets 2024: $72,5352024

Highlighted filing

2013

Assets$47,026
Liabilities-
Net Assets$47,026

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $54,355Expenses 2010: $62,244Net Income 2010: -$7,8892010Revenue 2011: $57,198Expenses 2011: $73,798Net Income 2011: -$16,6002011Revenue 2012: $43,291Expenses 2012: $42,656Net Income 2012: $6352012Revenue 2013: $48,507Expenses 2013: $48,613Net Income 2013: -$1062013Revenue 2014: $53,864Expenses 2014: $52,638Net Income 2014: $1,2262014Revenue 2015: $57,361Expenses 2015: $63,009Net Income 2015: -$5,6482015Revenue 2016: $92,744Expenses 2016: $92,439Net Income 2016: $3052016Revenue 2017: $79,152Expenses 2017: $82,321Net Income 2017: -$3,1692017Revenue 2018: $105,886Expenses 2018: $102,125Net Income 2018: $3,7612018Revenue 2019: $92,968Expenses 2019: $106,156Net Income 2019: -$13,1882019Revenue 2020: $60,660Expenses 2020: $75,275Net Income 2020: -$14,6152020Revenue 2021: $127,856Expenses 2021: $70,329Net Income 2021: $57,5272021Revenue 2022: $84,841Expenses 2022: $85,829Net Income 2022: -$9882022Revenue 2023: $118,703Expenses 2023: $100,202Net Income 2023: $18,5012023Revenue 2024: $140,725Expenses 2024: $158,928Net Income 2024: -$18,2032024

Highlighted filing

2013

Revenue$48,507
Expenses$48,613
Net Income-$106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 27, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

International and community service

Filing and Contact Details

Filer

EIN
41-1817128
Raw XML Appendix258 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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CompensationExplanation/Compensation/PersonName2KEVIN LUCAS
CompensationExplanation/Compensation/PersonName3ERIC HENDRICKSON
CompensationExplanation/Compensation/PersonName4HAD SOLBERG
CompensationExplanation/Compensation/PersonName5FRED TREIBER
CompensationExplanation/Compensation/PersonName6STEVE CARLSON
CompensationExplanation/Compensation/PersonName7JANET NEWBERG
CompensationExplanation/Compensation/PersonName8EUGENE ALSTATT
CompensationExplanation/Compensation/PersonName9GREG BARTZ
CompensationExplanation/Compensation/PersonName10MARLYCE PAULSON
CompensationExplanation/Compensation/PersonName11DARRELL STONE
CompensationExplanation/Compensation/PersonName12BRADY RAMSAY
CompensationExplanation/Compensation/PersonName13KEN BALTZER
CompensationExplanation/Compensation/PersonName14DON MOONEY
CompensationExplanation/Compensation/PersonName15ROBERT GEHRKE
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation150
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation160
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation170
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CURT AKENSON
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14DON MOONEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName15ROBERT GEHRKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName16JIM BURAU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName17JIM HUNT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0FOUNDATION
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2PROG CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VOCATIONAL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4YOUTH EXCHAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5WEBSITE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7YOUTH PROTEC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13CLUB SERVICE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14VOCATION
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title15COMMUNITY SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title16INTERNATIONA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title17INTERNATIONA
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY03144
IRS990EZ/OtherAssetsTotal/EOY08304
IRS990EZ/OtherExpensesTotal011722
IRS990EZ/OtherRevenueTotal025
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0INTERNATIONAL AND COMMUNITY SERVICE
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0GRANTS TO HUMANITARIAN COMMUNITY AND INTERNATIONAL PROJECTS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations017638
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses047064
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses019291
IRS990EZ/SpecialEventsNetIncomeLoss027227
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MN
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY028325
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 10809
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WHITE BEAR LAKE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode055110
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10WBL ROTARY FOUNDATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06517383022
IRS990EZ/TotalAssets/BOY075457
IRS990EZ/TotalAssets/EOY047026
IRS990EZ/TotalExpenses048613
IRS990EZ/TotalProgramServiceExpenses047064
IRS990EZ/TotalRevenue048507
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WHITEBEARROTARY.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear021201
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year027923
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years033627
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years029372
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years060751
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0172874
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear054
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0121
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0101
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0418
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01017
IRS990ScheduleA/GrossInvestmentIncome509/Total01711
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear046543
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year027489
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years039480
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years041479
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years041440
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0196431
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear054
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0121
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0101
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0418
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01017
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total01711
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99300
IRS990ScheduleA/PriorYrInvestIncomePercentage00.01000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99540
IRS990ScheduleA/PublicSupportTotal5090369305
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear067744
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year055412
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years073107
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years070851
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0102191
IRS990ScheduleA/Total509/Total0369305
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear067798
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year055533
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years073208
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years071269
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0103208
IRS990ScheduleA/TotalSupportTotal/Total0371016
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents019291
IRS990ScheduleG/EventsInformation/EntertainmentEvent10388
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents0388
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent101219
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents01219
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1035989
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2010529
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IRS990ScheduleG/EventsInformation/GrossRevenueEvent1035989
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2010529
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents046518
IRS990ScheduleG/EventsInformation/NameOfEvent10FALL FUNDRAISER
IRS990ScheduleG/EventsInformation/NameOfEvent20MANITOU DAYS
IRS990ScheduleG/EventsInformation/NetIncomeSummary027227
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent105688
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent206538
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents012226
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent105458
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents05458
IRS990ScheduleO/GeneralExplanation/Explanation0OTHER REVENUE 25 TOTAL 25
IRS990ScheduleO/GeneralExplanation/Explanation1THE ROTARY FOUNDATION MED. EQUIP. CONTR. 500 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 THE ROTARY FOUNDATION PLAYGROUND 14,013 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 NORTHFIELD ROTARY CLUB OLD FOLKS HOME CONTR 500 707 PRAIRIE STREET NORTHFIELD MN 55057 AUSTIN ROTARY CLUB GHANA ST. GIRL AID 500 1701 4TH STREET NW AUSTIN MN 55912 STILLWATER SUNRISE ROTARY CLUB PARK SERVICE CONTR. 600 14608 N 60TH STREET OAK PARK HEIGHTS MN 55082 ROTARY CLUB OF KINGSTON JAMAICA BACK2LIFE PROJECT 540 81 KNUTSFORD BOULEVARD KINGSTON JM THE ROTARY FOUNDATION POLIO PLUS 1,200 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 THE ROTARY FOUNDATION KRASNOYARSK RUSSIA 1,000 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 THE ROTARY FOUNDATION NICARAGUA 400 14280 COLLECTIONS CENTER DR CHICAGO IL 60693
IRS990ScheduleO/GeneralExplanation/Explanation2EXPENSES BANK CHARGES 952 FOUNDATION COMMITTEE 395 COMMUNITY SERVICES 3,600 VOCATIONAL SERVICES 5,590 INTERNATIONAL SERVICES 588 FUNDRAISING 597 TOTAL 11,722
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS RECEIVABLE 1,605 275 DUE FROM AFFILIATE 1,539 8,029 TOTAL 3,144 8,304
IRS990ScheduleO/GeneralExplanation/Explanation4FUNDS RESERVED FOR FUTURE USE 28,325 0
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0411817128
ReturnHeader/Filer/Name/BusinessNameLine10WHITE BEAR LAKE ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0WHIT
ReturnHeader/Filer/Phone06514299111
ReturnHeader/Filer/USAddress/AddressLine101620 MAHTOMEDI AVENUE
ReturnHeader/Filer/USAddress/City0MAHTOMEDI
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055115
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-27
ReturnHeader/Officer/Name0EUGENE ALTSTATT
ReturnHeader/Officer/Phone06514299111
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02014-01-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RAMSAY & ASSOCIATES LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101620 MAHTOMEDI AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MAHTOMEDI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055115
ReturnHeader/Preparer/Name0MICHAEL A SCHAFFER CPA
ReturnHeader/Preparer/Phone06514299111
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-30T09:52:56-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.41$1.59$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.19$1.00$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.85$0.86$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.28$0.70$0.58
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.61$0.75$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.93$1.06$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.06$1.02$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.79$0.82$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.93$0.92$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.57$0.63$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.54$0.53$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.49$0.49$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.28$0.47$0.43$0.43$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.20$0.46$0.57$0.74$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.54$0.62$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits