Civic Intelligence

Rotary International District 6060 C/O Anders Minkler Huber & Helm LLP

990EZ • Fiscal year 2014 • EIN 43-1852784

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

800 Market Street No 50063101-2501

(314) 655-5500

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

9.9%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Flat

$131,128

Flat from 2014

Net Assets

$126,596

No earlier filing loaded for comparison.

Liabilities

Flat

$4,532

Flat from 2014

Revenue

Flat

$145,168

Flat from 2014

Expenses

Flat

$141,383

Flat from 2014

Net Income

Flat

$3,785

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $104,228Liabilities 2012: $30Net Assets 2012: $104,1982012Assets 2013: $115,754Liabilities 2013: $2,365Net Assets 2013: $113,3892013Assets 2014: $131,128Liabilities 2014: $4,532Net Assets 2014: $126,5962014Assets 2014: $131,128Liabilities 2014: $4,5322014Assets 2015: $156,902Liabilities 2015: $29,656Net Assets 2015: $127,2462015Assets 2016: $165,552Liabilities 2016: $10,805Net Assets 2016: $154,7472016Assets 2017: $196,153Liabilities 2017: $1,158Net Assets 2017: $194,9952017Assets 2018: $235,931Liabilities 2018: $20,251Net Assets 2018: $215,6802018Assets 2019: $223,935Liabilities 2019: $2,970Net Assets 2019: $220,9652019Assets 2020: $244,256Liabilities 2020: $264Net Assets 2020: $243,9922020Assets 2021: $275,593Liabilities 2021: $3,523Net Assets 2021: $272,0702021Assets 2022: $258,778Liabilities 2022: $5,7352022Assets 2023: $257,033Liabilities 2023: $10,920Net Assets 2023: $246,1132023Assets 2025: $288,217Liabilities 2025: $0Net Assets 2025: $288,2172025

Highlighted filing

2014

Assets$131,128
Liabilities$4,532
Net Assets$126,596

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $139,083Expenses 2012: $109,178Net Income 2012: $29,9052012Revenue 2013: $132,068Expenses 2013: $129,075Net Income 2013: $2,9932013Revenue 2014: $145,168Expenses 2014: $141,383Net Income 2014: $3,7852014Revenue 2014: $145,168Expenses 2014: $141,383Net Income 2014: $3,7852014Revenue 2015: $122,365Expenses 2015: $122,349Net Income 2015: $162015Revenue 2016: $112,258Expenses 2016: $77,551Net Income 2016: $34,7072016Revenue 2017: $121,218Expenses 2017: $89,948Net Income 2017: $31,2702017Revenue 2018: $105,786Expenses 2018: $87,469Net Income 2018: $18,3172018Revenue 2019: $104,940Expenses 2019: $97,531Net Income 2019: $7,4092019Revenue 2020: $104,179Expenses 2020: $80,102Net Income 2020: $24,0772020Revenue 2021: $90,774Expenses 2021: $90,382Net Income 2021: $3922021Revenue 2022: $87,705Expenses 2022: $81,490Net Income 2022: $6,2152022Revenue 2023: $95,246Expenses 2023: $103,704Net Income 2023: -$8,4582023Revenue 2025: $114,474Expenses 2025: $99,018Net Income 2025: $15,4562025

Highlighted filing

2014

Revenue$145,168
Expenses$141,383
Net Income$3,785
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$145,168
Mission and Program Overview

Mission

Support organization for 53 tax-exempt Rotary Clubs

Support organization for 55 tax-exempt Rotary Clubs

Program Services

DescriptionGrantsExpenses
Supported civic organizational goals of Rotary International by disseminating information to local clubs, promoted interaction and involvement of members through Conference, fund raising.$0$100,533
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate SchwadronDistrict Foundation ChairPT$0--
Jill WalkerDistrict GovernorPT$0--
Brigitte BollerslevDistrict Governor ElectPT$0--
Tim CuddDistrict Advisor-$0--
Jim DurbinDistrict Governor Nominee-$0--
Martha HendersonDistrict SecretaryPT$0--
Rose CooperDistrict Governor Nominee Designate-$0--
Jerry WeemsDistrict Advisor-$0--
Carrie HoganDistrict TreasurerPT$0--
Filing and Contact Details

Filer

EIN
43-1852784
Phone
3146555500

Signing Officer

Name
Jill Walker
Title
District Governor
Phone
6363298454
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
John W Lindbloom MST CPAPFS
Phone
3146555500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest income. Amount: 132. Description: Dividend income. Amount: 1,183. Total Included on Form 990-EZ, line 4: 1,315.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Show Me Rotary. Amount: 17,898. Description: Badges/pins/banners. Amount: 4,809. Description: Exchange student expenses. Amount: 7,133. Description: Foundation expenses. Amount: 2,672. Description: Assistant Governor training. Amount: 1,031. Description: Special projects support. Amount: 3,325. Description: Travel. Amount: 18,271. Description: Conferences, conventions, meetings. Amount: 44,421. Description: Internet. Amount: 1,967. Description: District Governor Elect training. Amount: 1,053. Description: District Governor Nominee training. Amount: 1,265. Description: Club visioning. Amount: 251. Description: District workshop expenses. Amount: 527. Description: Public relations grants. Amount: 21,001. Description: Administration fees. Amount: 549. Description: Supplies. Amount: 834. Description: Telephone. Amount: 3,378. Description: Vocation training team. Amount: 213. Description: Humanitarian projects support. Amount: 6,295. Total to Form 990-EZ, line 16: 136,893.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized gain on investments over prior year unrealized gain. Amount: 9,422.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Accounts Receivable. Beg. of Year Amount: 16,923. End of Year Amount: 4,586. Description: Prepaid Expenses and Deferred Charges. Beg. of Year Amount: 9,940. End of Year Amount: 5,602.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 2,365. End of Year Amount: 3,797. Description: Deposits Received. Beg. of Year Amount: 0. End of Year Amount: 735.

Raw XML Appendix156 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10Anders Minkler Huber & Helm LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum03146555500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10800 MARKET STREET SUITE 500
IRS990EZ/BooksInCareOfDetail/USAddress/City0St Louis
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0631012501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088891
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IRS990EZ/GrossReceiptsAmt0145168
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt01315
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt078205
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113389
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0126596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113389
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0126596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kate Schwadron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brigitte Bollerslev
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tim Cudd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Durbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Martha Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rose Cooper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jerry Weems
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Carrie Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District Foundation Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1District Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2District Governor Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3District Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4District Governor Nominee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5District Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6District Governor Nominee Designate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7District Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8District Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026863
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010188
IRS990EZ/OtherChangesInNetAssetsAmt09422
IRS990EZ/OtherExpensesTotalAmt0136893
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support organization for 55 tax-exempt Rotary Clubs
IRS990EZ/PrintingPublicationsPostageAmt01190
IRS990EZ/ProgramServiceRevenueAmt065648
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported civic organizational goals of Rotary International by disseminating information to local clubs, promoted interaction and involvement of members through Conference, fund raising.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100533
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04532
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0141383
IRS990EZ/TotalProgramServiceExpensesAmt0100533
IRS990EZ/TotalRevenueAmt0145168
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotary6060.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 132. Description: Dividend income. Amount: 1,183. Total Included on Form 990-EZ, line 4: 1,315.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Show Me Rotary. Amount: 17,898. Description: Badges/pins/banners. Amount: 4,809. Description: Exchange student expenses. Amount: 7,133. Description: Foundation expenses. Amount: 2,672. Description: Assistant Governor training. Amount: 1,031. Description: Special projects support. Amount: 3,325. Description: Travel. Amount: 18,271. Description: Conferences, conventions, meetings. Amount: 44,421. Description: Internet. Amount: 1,967. Description: District Governor Elect training. Amount: 1,053. Description: District Governor Nominee training. Amount: 1,265. Description: Club visioning. Amount: 251. Description: District workshop expenses. Amount: 527. Description: Public relations grants. Amount: 21,001. Description: Administration fees. Amount: 549. Description: Supplies. Amount: 834. Description: Telephone. Amount: 3,378. Description: Vocation training team. Amount: 213. Description: Humanitarian projects support. Amount: 6,295. Total to Form 990-EZ, line 16: 136,893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Unrealized gain on investments over prior year unrealized gain. Amount: 9,422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts Receivable. Beg. of Year Amount: 16,923. End of Year Amount: 4,586. Description: Prepaid Expenses and Deferred Charges. Beg. of Year Amount: 9,940. End of Year Amount: 5,602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 2,365. End of Year Amount: 3,797. Description: Deposits Received. Beg. of Year Amount: 0. End of Year Amount: 735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governor
ReturnHeader/BusinessOfficerGrp/PhoneNum06363298454
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International District 6060
ReturnHeader/Filer/BusinessName/BusinessNameLine20c/o Anders Minkler Huber & Helm LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0431852784
ReturnHeader/Filer/PhoneNum03146555500
ReturnHeader/Filer/USAddress/AddressLine10800 Market Street No 500
ReturnHeader/Filer/USAddress/City0St Louis
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode0631012501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430831507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDERS MINKLER HUBER & HELM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10800 MARKET STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0631012501
ReturnHeader/PreparerPersonGrp/PhoneNum03146555500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Lindbloom MST CPAPFS
ReturnHeader/ReturnTs02014-11-10T11:10:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.14$0.99$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.11$2.46$0.95$1.04$0.08
2022Summary only. Only limited summary data is available for this year.$2.59$0.06$0.88$0.81$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.04$2.72$0.91$0.90$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$1.04$0.80$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.03$2.21$1.05$0.98$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.20$2.16$1.06$0.87$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.01$1.95$1.21$0.90$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.55$1.12$0.78$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.30$1.27$1.22$1.22$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.05$1.27$1.45$1.41$0.04
2014Summary only. Only limited summary data is available for this year.$1.31$0.05$1.45$1.41$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.02$1.13$1.32$1.29$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$1.39$1.09$0.30