Civic Intelligence

Rotary Intl Fridley Col Hts Rotary Club Mn

990EZ • Fiscal year 2018 • EIN 41-6080863

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

Organization Profile
3966 Reservoir BlvdMinneapolis, MN 55421-4069

(763) 913-4453

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

89th percentile

42%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$34,609

Up $10,218 (+42%) from 2017

Net Assets

Up

$34,609

Up $10,218 (+42%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$59,164

Up $7,067 (+14%) from 2017

Expenses

Down

$48,946

Down $10,267 (-17%) from 2017

Net Income

Up

$10,218

Up $17,334 (+244%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$40K$30K$20K$10K$0Assets 2017: $24,391Liabilities 2017: $0Net Assets 2017: $24,3912017Assets 2018: $34,609Liabilities 2018: $0Net Assets 2018: $34,6092018Assets 2019: $37,080Liabilities 2019: $0Net Assets 2019: $37,0802019Assets 2020: $30,355Liabilities 2020: $0Net Assets 2020: $30,3552020Assets 2021: $32,319Liabilities 2021: $0Net Assets 2021: $32,3192021

Highlighted filing

2018

Assets$34,609
Liabilities$0
Net Assets$34,609
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2017: $52,097Expenses 2017: $59,213Net Income 2017: -$7,1162017Revenue 2018: $59,164Expenses 2018: $48,946Net Income 2018: $10,2182018Revenue 2019: $46,507Expenses 2019: $44,036Net Income 2019: $2,4712019Revenue 2020: $66,997Expenses 2020: $73,722Net Income 2020: -$6,7252020Revenue 2021: $34,572Expenses 2021: $32,608Net Income 2021: $1,9642021

Highlighted filing

2018

Revenue$59,164
Expenses$48,946
Net Income$10,218
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$59,164
Mission and Program Overview

Mission

Education and student exchange programs

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS AND DUES TO ROTARY INTERNATIONAL ROTARY FOUNDATION AND PROJECTS TO SUPPORT EDUCATION PROGRAMS-$48,946
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT THOLKESSecretaryPT$0--
WALTER WYSOPALPresPT$0--
BARDELL SCOTTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Intl Fridley Col Hts Rotary Club Mn
EIN
41-6080863
Address
3966 RESERVOIR BLVD, Minneapolis, MN 55421-4069

Signing Officer

Name
Robert Tholkes Secy
Title
Secretary
Phone
7635740369
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Gerald R Caputa CPA
Address
14735 77TH Place N, Maple Grove, MN 55311
Preparer
Gerald R Caputa
Phone
7634204937
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDISTRICT AND INTERNATIONAL DUES 5,640MEETINGS 13,996PROJECT FEES 28,737”

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT THOLKES
IRS990EZ/BooksInCareOfDetail/PhoneNum07639134453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03966 RESERVOIR BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Minneapolis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0554214069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024391
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034609
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010218
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024391
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034609
IRS990EZ/GrossReceiptsAmt059164
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024391
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034609
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024391
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034609
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT THOLKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALTER WYSOPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARDELL SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048373
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND STUDENT EXCHANGE PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0573
IRS990EZ/ProgramServiceRevenueAmt024264
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS AND DUES TO ROTARY INTERNATIONAL ROTARY FOUNDATION AND PROJECTS TO SUPPORT EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048946
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048946
IRS990EZ/TotalProgramServiceExpensesAmt048946
IRS990EZ/TotalRevenueAmt059164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDISTRICT AND INTERNATIONAL DUES 5,640MEETINGS 13,996PROJECT FEES 28,737
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT THOLKES SECY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07635740369
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTL FRIDLEY COL HTS ROTARY CLUB MN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0416080863
ReturnHeader/Filer/USAddress/AddressLine1Txt03966 RESERVOIR BLVD
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554214069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05CCC3B23F300E7C399B482A3CB11F39A2990A37C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CCC3B23F300E7C399B482A3CB11F39A2990A37C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04151552018281t0cp0fp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.7.255.99
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTm018:46:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460667677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerald R Caputa CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014735 77TH Place N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maple Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055311
ReturnHeader/PreparerPersonGrp/PhoneNum07634204937
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald R Caputa
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-01T17:45:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,609
Liabilities
$0
Net assets
$34,609
Revenue
$59,164
Expenses
$48,946
Net income
$10,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$34.6$32.6$1.96
2020Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$67.0$73.7$6.73
2019Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$46.5$44.0$2.47
2018Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$59.2$48.9$10.2
2017Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$52.1$59.2$7.12