Civic Intelligence

Rotary District 6000 Humanitarian and Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 42-1347779

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 10, 2020

PO Box 122Pella, IA 50219-0122

(319) 351-3897

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

1.3%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

0.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$586,022

Up $4,178 (+0.7%) from 2019

Net Assets

Up

$586,022

Up $4,178 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$331,520

Up $61,199 (+23%) from 2019

Expenses

Up

$327,342

Up $128,429 (+65%) from 2019

Net Income

Down

$4,178

Down $67,230 (-94%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $187,080Liabilities 2011: $0Net Assets 2011: $187,0802011Assets 2012: $219,207Liabilities 2012: $0Net Assets 2012: $219,2072012Assets 2013: $273,809Liabilities 2013: $0Net Assets 2013: $273,8092013Assets 2014: $360,346Liabilities 2014: $168,683Net Assets 2014: $191,6632014Assets 2015: $326,821Liabilities 2015: $0Net Assets 2015: $326,8212015Assets 2016: $410,593Liabilities 2016: $0Net Assets 2016: $410,5932016Assets 2017: $483,632Liabilities 2017: $11,626Net Assets 2017: $472,0062017Assets 2018: $510,436Liabilities 2018: $0Net Assets 2018: $510,4362018Assets 2019: $581,844Liabilities 2019: $0Net Assets 2019: $581,8442019Assets 2020: $586,022Liabilities 2020: $0Net Assets 2020: $586,0222020Assets 2021: $610,976Liabilities 2021: $0Net Assets 2021: $610,9762021Assets 2022: $634,214Liabilities 2022: $0Net Assets 2022: $634,2142022Assets 2023: $656,916Liabilities 2023: $0Net Assets 2023: $656,9162023Assets 2024: $613,232Liabilities 2024: $0Net Assets 2024: $613,2322024

Highlighted filing

2020

Assets$586,022
Liabilities$0
Net Assets$586,022

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $212,6522011Expenses 2012: $183,5672012Revenue 2013: $218,725Expenses 2013: $164,123Net Income 2013: $54,6022013Revenue 2014: $93,640Expenses 2014: $103,591Net Income 2014: -$9,9512014Revenue 2015: $325,347Expenses 2015: $358,872Net Income 2015: -$33,5252015Revenue 2016: $454,000Expenses 2016: $370,228Net Income 2016: $83,7722016Revenue 2017: $309,636Expenses 2017: $248,223Net Income 2017: $61,4132017Revenue 2018: $324,592Expenses 2018: $286,162Net Income 2018: $38,4302018Revenue 2019: $270,321Expenses 2019: $198,913Net Income 2019: $71,4082019Revenue 2020: $331,520Expenses 2020: $327,342Net Income 2020: $4,1782020Revenue 2021: $275,906Expenses 2021: $250,954Net Income 2021: $24,9522021Revenue 2022: $242,986Expenses 2022: $219,748Net Income 2022: $23,2382022Revenue 2023: $205,105Expenses 2023: $182,402Net Income 2023: $22,7032023Revenue 2024: $324,886Expenses 2024: $368,570Net Income 2024: -$43,6842024

Highlighted filing

2020

Revenue$331,520
Expenses$327,342
Net Income$4,178
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 10, 2020
Return Version
2019v5.1
Gross Receipts
$331,520
Mission and Program Overview

Mission

The Foundation is an organization established within Rotary District 6000 for the receipt of charitable contributions for humanitarian and educational projects carried out by District Rotarians and Rotary Clubs within and outside the United States.

The foundation is an organization established within Rotary District 6000 for the purpose of receiving charitable contributions for humanitarian and educations projects carried out by the district rotarians and rotary clubs within and outside the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$454,789$297,584▼ $157,205
Cash and Non-Interest-Bearing Accounts$127,055$286,382▲ $159,327
Accounts Receivable-$2,056-
Total Assets$581,844$586,022▲ $4,178
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$581,844$586,022▲ $4,178
Total Net Assets Fund Balance$581,844$586,022▲ $4,178
Total Liabilities and Net Assets / Fund Balance$581,844$586,022▲ $4,178
Compensation and Service Providers

Board Members and Trustees

NameTitle
William BurressPresident
John OckenfelsVice President
Bradford HelgemoDirector
Brock EarnhardtDirector
Chris KnappDirector
Nenu PiragineDirector
Robert MainDirector
Jacque AndrewSecretary
Phil PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$322,073
Program Service Revenue
$0
Investment Income
$9,447
Other Revenue
$0
All Other Contributions
$322,073
Change in Net Assets
$4,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,404
Other Expenses$102,938
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$217,394--$217,394
Travel$68,301--$68,301
Other Expenses$24,249--$24,249
Foreign Grants$7,010--$7,010
Fees for Services Management$5,396--$5,396
Office Expenses$2,887$227-$3,114
Information Technology$1,687--$1,687
Conferences and Meetings$191--$191
Total Functional Expenses$327,115$227$0$327,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Fort MadisonFort Madison, IA501(c)(4)To provide funding for club charitable projects$48,469
Food Bank of IowaDes Moines, IA501(c)(3)Purchase Food$38,687
Clubfoot SolutionsCoralville, IA501(c)(3)Braces for children born with clubfoot birth defect$33,769
The Rotary Foundation of Rotary InternationalEvanston, IL501(c)(3)Global Grants, polio eradication$26,894
Rotary International District 6000 IncPella, IA501(c)(4)Polio statue and Xicotepec project$22,000
World Affairs CouncilSan Francisco, CA501(c)(3)Student ambassador program$5,875

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

A draft copy of the form 990 was provided to the Foundation's executive committee for their review and approval prior to the filing of the form 990 with the IRS.

Form 990, Part VI, Section C, line 19

The governing documents, financial statements and form 990 are available by contacting the Foundation's treasurer. Contact information is available at rotary6000.org.

Filing and Contact Details

Filer

Filer Name
Rotary District 6000 Humanitarian and
EIN
42-1347779
Phone
3193513897
Address
PO Box 122, Pella, IA 50219-0122

Signing Officer

Name
William L Burress
Title
President
Phone
3193513897
Signed
2020-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William L Burress
Formed
1990
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Corwin Reichter & Company PC
Address
2894 106th Street Ste 120, Urbandale, IA 50322
Preparer
Matthew C Corwin CPA
Phone
5153090215
Raw XML AppendixShowing 400 of 442 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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IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07010
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Train doctors in the Dominican Republic
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The Foundation works with local Rotary clubs in the country or with other recognized charitable organizations to monitor the expenditures that are not otherwise controlled directly by the Foundation.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Accounting Method:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt026894
IRS990ScheduleI/RecipientTable/CashGrantAmt138687
IRS990ScheduleI/RecipientTable/CashGrantAmt25875
IRS990ScheduleI/RecipientTable/CashGrantAmt348469
IRS990ScheduleI/RecipientTable/CashGrantAmt433769
IRS990ScheduleI/RecipientTable/CashGrantAmt522000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(4)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Global Grants, polio eradication
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Purchase Food
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Student ambassador program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To provide funding for club charitable projects
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Braces for children born with clubfoot birth defect
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Polio statue and Xicotepec project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Rotary Foundation of Rotary International
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Food Bank of Iowa
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2World Affairs Council
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Rotary Club of Fort Madison
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Clubfoot Solutions
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Rotary International District 6000 Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0363245072
IRS990ScheduleI/RecipientTable/RecipientEIN1421177880
IRS990ScheduleI/RecipientTable/RecipientEIN2941156356
IRS990ScheduleI/RecipientTable/RecipientEIN3460723703
IRS990ScheduleI/RecipientTable/RecipientEIN4510169408
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 Sherman Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12220 E 17th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2312 Sutter St Ste 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt495 Auburn East Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 122
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Evanston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Des Moines
IRS990ScheduleI/RecipientTable/USAddress/CityNm2San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Fort Madison
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Coralville
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Pella
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0602013698
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd150316
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd352627
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd452241
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd5502190122
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of the form 990 was provided to the Foundation's executive committee for their review and approval prior to the filing of the form 990 with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents, financial statements and form 990 are available by contacting the Foundation's treasurer. Contact information is available at rotary6000.org.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0581844
IRS990/TotalAssetsEOYAmt0586022
IRS990/TotalAssetsGrp/BOYAmt0581844
IRS990/TotalAssetsGrp/EOYAmt0586022
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0322073
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0227
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0581844
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586022
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt085679
IRS990/TotalOtherProgSrvcGrantAmt085679
IRS990/TotalProgramServiceExpensesAmt0327115
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0331520
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0581844
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586022
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt068301
IRS990/TravelGrp/TotalAmt068301
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 122
IRS990/USAddress/CityNm0Pella

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$3.25$3.69$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$0.00$6.57$2.05$1.82$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$2.43$2.20$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$2.76$2.51$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$3.32$3.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$2.70$1.99$0.71
2018Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$3.25$2.86$0.38
2017Detailed filing. Detailed filing data is available for this year.$4.84$0.12$4.72$3.10$2.48$0.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$4.54$3.70$0.84
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$3.25$3.59$0.34
2014Detailed filing. Detailed filing data is available for this year.$3.60$1.69$1.92$0.94$1.04$0.10
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$2.19$1.64$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$2.13