Civic Intelligence

The White Bear Lake Rotary Foundation

990EZ • Fiscal year 2017 • EIN 41-1817128

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

1620 Mahtomedi AvenueMahtomedi, MN 55115

(651) 429-9111

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$39,740

Down $3,169 (-7.4%) from 2016

Net Assets

Down

$39,740

Down $3,169 (-7.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$79,152

Down $13,592 (-15%) from 2016

Expenses

Down

$82,321

Down $10,118 (-11%) from 2016

Net Income

Down

-$3,169

Down $3,474 (-1139%) from 2016

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

2017

Assets$39,740
Liabilities-
Net Assets$39,740

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

2017

Revenue$79,152
Expenses$82,321
Net Income-$3,169
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.1
Gross Receipts
$106,548
Mission and Program Overview

Mission

International and community service

Program Services

DescriptionGrantsExpenses
GRANTS TO HUMANITARIAN COMMUNITY AND INTERNATIONAL PROJECTS$43,954$79,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN GALLOWAYPresident-$0--
CRAIG DRAKEPresident El-$0--
BRADY RAMSAYPast Preside-$0--
PAM TSCHIDATreasurer-$0--
CONNIE BOSSARDSecretary-$0--
MARLYCE PAULSONExecutive SePT$0--
SCOTT NELSONSergeant At-$0--
STEVE CARLSONPublic Relat-$0--
CURT AKENSONFoundation-$0--
RITA PECHMANNCommunity Se-$0--
CATHY WYLANDCommunity Se-$0--
KEN BALTZERVocational S-$0--
RYAN BOOGVocational S-$0--
CHUCK SANDSTROMClub Service-$0--
CRAIG MCNULTYClub Service-$0--
GREG BARTZInternationa-$0--
PATTY HALLInternationa-$0--
GENE ALSTATTYouth Protec-$0--
HAD SOLBERGYouth Exchan-$0--
JILL SCHROEDERYouth Exchan-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$49,405$49,405$3,827$45,578
BEAR'LY OPEN$26,191$26,191$3,750$22,441
Total Events$87,965$87,965$24,904$63,061
Filing and Contact Details

Filer

Filer Name
White Bear Lake Rotary Foundation
EIN
41-1817128
Phone
6514299111
Address
1620 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115

Signing Officer

Name
Ken Galloway
Title
President
Phone
6514299111
Signed
2018-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Ramsay & Associates Ltd
Address
1620 MAHTOMEDI AVENUE, MAHTOMEDI, MN 55115
Preparer
Brady W Ramsay CPA
Phone
6514299111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary international district 5960 fast for hope 1,200 2233 hamline ave n 620 roseville mn 55113 the rotary foundation various 15,525 14280 collections center dr. Chicago il 60693 rotary club of blaine ham lake nicaragua 1,000 11444 tournament players parkway blaine mn 55449 rotary club of brooklyn center week without walls 500 2200 freeway blvd brooklyn center mn 55430 north star rotary youth exchange fo youth exchange 1,100 2233 hamline ave n ste 620 roseville mn 55113

Form 990-ez, Part I, Line 10

White bear food shelf comm serv-food shelf 1884 whitaker avenue white bear lake, mn 55110 20,171 0 0

Form 990-ez, Part I, Line 16

Expenses vocational services 10,264 community services 4,500 foundation committee 1,495 fundraising 847 bank charges 596 bad debt expense 250 charitable org reg fee 25 convention expense 1,065 total 19,042

Form 990-ez, Part II, Line 24

Accounts receivable 3,825 2,425 due from affiliate 9,223 0 total 13,048 2,425

Raw XML Appendix250 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DISTRICT 5960 FAST FOR HOPE 1,200 2233 HAMLINE AVE N 620 ROSEVILLE MN 55113 THE ROTARY FOUNDATION VARIOUS 15,525 14280 COLLECTIONS CENTER DR. CHICAGO IL 60693 ROTARY CLUB OF BLAINE HAM LAKE NICARAGUA 1,000 11444 TOURNAMENT PLAYERS PARKWAY BLAINE MN 55449 ROTARY CLUB OF BROOKLYN CENTER WEEK WITHOUT WALLS 500 2200 FREEWAY BLVD BROOKLYN CENTER MN 55430 NORTH STAR ROTARY YOUTH EXCHANGE FO YOUTH EXCHANGE 1,100 2233 HAMLINE AVE N STE 620 ROSEVILLE MN 55113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHITE BEAR FOOD SHELF COMM SERV-FOOD SHELF 1884 WHITAKER AVENUE WHITE BEAR LAKE, MN 55110 20,171 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES VOCATIONAL SERVICES 10,264 COMMUNITY SERVICES 4,500 FOUNDATION COMMITTEE 1,495 FUNDRAISING 847 BANK CHARGES 596 BAD DEBT EXPENSE 250 CHARITABLE ORG REG FEE 25 CONVENTION EXPENSE 1,065 TOTAL 19,042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 3,825 2,425 DUE FROM AFFILIATE 9,223 0 TOTAL 13,048 2,425
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085603132CFF44BC1975455E7BF9A6F4E9791FE0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId085603132CFF44BC1975455E7BF9A6F4E9791FE0D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411272757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAMSAY & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01620 MAHTOMEDI AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAHTOMEDI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055115
ReturnHeader/PreparerPersonGrp/PhoneNum06514299111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADY W RAMSAY CPA
ReturnHeader/ReturnTs02018-01-25T08:54:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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