Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 47-6027298

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

PO Box 702Holdrege, NE 68949-0702

(308) 995-8223

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

5.8%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$88,965

Down $4,897 (-5.2%) from 2016

Net Assets

Down

$83,547

Down $5,729 (-6.4%) from 2016

Liabilities

Up

$5,418

Up $832 (+18%) from 2016

Revenue

Up

$54,316

Up $2,988 (+5.8%) from 2016

Expenses

Up

$62,296

Up $4,791 (+8.3%) from 2016

Net Income

Down

-$7,980

Down $1,803 (-29%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $101,734Liabilities 2011: $7,6362011Assets 2012: $104,769Liabilities 2012: $8,1212012Assets 2013: $110,123Liabilities 2013: $8,305Net Assets 2013: $101,8182013Assets 2014: $113,498Liabilities 2014: $7,640Net Assets 2014: $105,8582014Assets 2015: $102,344Liabilities 2015: $6,407Net Assets 2015: $95,9372015Assets 2016: $93,862Liabilities 2016: $4,586Net Assets 2016: $89,2762016Assets 2017: $88,965Liabilities 2017: $5,418Net Assets 2017: $83,5472017Assets 2018: $92,835Liabilities 2018: $6,132Net Assets 2018: $86,7032018Assets 2019: $94,830Liabilities 2019: $6,472Net Assets 2019: $88,3582019Assets 2020: $83,515Liabilities 2020: $340Net Assets 2020: $83,1752020Assets 2021: $92,098Liabilities 2021: $4,544Net Assets 2021: $87,5542021Assets 2022: $84,163Liabilities 2022: $768Net Assets 2022: $83,3952022Assets 2023: $81,161Liabilities 2023: $02023Assets 2024: $87,263Liabilities 2024: $02024Assets 2025: $85,573Liabilities 2025: $0Net Assets 2025: $85,5732025

Highlighted filing

2017

Assets$88,965
Liabilities$5,418
Net Assets$83,547

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $57,772Expenses 2011: $55,562Net Income 2011: $2,2102011Revenue 2012: $62,700Expenses 2012: $60,309Net Income 2012: $2,3912012Revenue 2013: $65,892Expenses 2013: $62,553Net Income 2013: $3,3392013Revenue 2014: $58,246Expenses 2014: $58,175Net Income 2014: $712014Revenue 2015: $52,040Expenses 2015: $60,624Net Income 2015: -$8,5842015Revenue 2016: $51,328Expenses 2016: $57,505Net Income 2016: -$6,1772016Revenue 2017: $54,316Expenses 2017: $62,296Net Income 2017: -$7,9802017Revenue 2018: $63,035Expenses 2018: $60,747Net Income 2018: $2,2882018Revenue 2019: $53,505Expenses 2019: $52,993Net Income 2019: $5122019Revenue 2020: $52,191Expenses 2020: $57,169Net Income 2020: -$4,9782020Revenue 2021: $31,865Expenses 2021: $34,965Net Income 2021: -$3,1002021Revenue 2022: $35,504Expenses 2022: $32,506Net Income 2022: $2,9982022Revenue 2023: $38,302Expenses 2023: $42,852Net Income 2023: -$4,5502023Revenue 2024: $36,364Expenses 2024: $40,237Net Income 2024: -$3,8732024Revenue 2025: $36,344Expenses 2025: $41,984Net Income 2025: -$5,6402025

Highlighted filing

2017

Revenue$54,316
Expenses$62,296
Net Income-$7,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$60,122
Mission and Program Overview

Mission

SCHEDULE O

Program Services

DescriptionGrantsExpenses
WEEKLY NOON MEETINGS PROVIDE MEMBERS AN OPPORTUNITY TO LISTEN TO SPEAKERS & LEARN OF DIFFERENT NEEDS & WAYS TO BE OF SERVICE THE MEETINGS BRING MEMBERS TOGETHER TO SERVE OTHERS-$27,025
GRANTSCONTRIBUTIONS ARE PAID TO VARIOUS ORGANIZATIONS TO ASSIST THEM IN MANY WAYS-$20,835
DUES ASSESMENTS & FEES PAID TO STATE & INTL ROTARY TO ADVANCE THEIR SERVICES DUES ALSO SUPPORT LOCAL ROTARY CLUB IN SERVING LOCAL BUSINESS PEOPLE & COMMUNITY-$10,863
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT MCKELVEYPresident-$0--
ROSS BAHENSKYTreasurer-$0--
PAUL TEDESCOPast President-$0--
STACI TRUMBLEPresident Elect-$0--
ALLI DONOHUESecretary-$0--
BARBARA MALMDirector-$0--
STEVEN KNESSDirector-$0--
BEN LOBERGDirector-$0--
LORI REINERDirector-$0--
CAROL RAPSTINEDirector-$0--
ALLISON FRITSCHEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
47-6027298
Address
PO BOX 702, HOLDREGE, NE 68949-0702

Signing Officer

Name
Ross Bahensky
Title
Treasurer
Phone
3089958223
Signed
2017-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Jeanette M Nedrig CPA
Address
415 EAST AVE PO BOX 471, HOLDREGE, NE 68949-0471
Preparer
Jeanette M Nedrig CPA
Phone
3089959380
Supplemental Narrative

Additional Explanations

General explanation attachment

Part iii organization exempt purposethe object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first: the development of acquaintances as an opportunity for service; second: high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarians occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarians personal,business and community life; and fourth: the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

List of grants and similar amounts paid Part I line 10

Activity various grantee various street various city, state, zip holdrege, ne 68949amount 7,886activity various grantee the rotary foundation street 14280 collections center drive city, state, zip chicago, il 60693amount 7,863activity various grantee yep street 4th avenue city, state, zip holdrege, ne 68949amount 2,000activity various grantee backpack blessing street west avenue city, state, zip holdrege, ne 68949amount 3,086

Description of other expenses Part I line 16

Description amountadvertising 150dues assessments and fees 10,863investment fees 857meeting expense 27,025supplies 40travel 2,026wire fee 15

Other changes in net assets or fund balances Part I line 20

Description amountunrealized gain (loss) 2,251

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 4,936 8,283pccf endowment fund 47,151 63,915

Description of total liabilities Part II line 26

Category beginning of year end of yearaccounts payable 4,586 5,418

Raw XML Appendix182 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/ExplanationTxt0PART III ORGANIZATION EXEMPT PURPOSETHE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST: THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE; SECOND: HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIANS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS PERSONAL,BUSINESS AND COMMUNITY LIFE; AND FOURTH: THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY VARIOUS GRANTEE VARIOUS STREET VARIOUS CITY, STATE, ZIP HOLDREGE, NE 68949AMOUNT 7,886ACTIVITY VARIOUS GRANTEE THE ROTARY FOUNDATION STREET 14280 COLLECTIONS CENTER DRIVE CITY, STATE, ZIP CHICAGO, IL 60693AMOUNT 7,863ACTIVITY VARIOUS GRANTEE YEP STREET 4TH AVENUE CITY, STATE, ZIP HOLDREGE, NE 68949AMOUNT 2,000ACTIVITY VARIOUS GRANTEE BACKPACK BLESSING STREET WEST AVENUE CITY, STATE, ZIP HOLDREGE, NE 68949AMOUNT 3,086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADVERTISING 150DUES ASSESSMENTS AND FEES 10,863INVESTMENT FEES 857MEETING EXPENSE 27,025SUPPLIES 40TRAVEL 2,026WIRE FEE 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTUNREALIZED GAIN (LOSS) 2,251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 4,936 8,283PCCF ENDOWMENT FUND 47,151 63,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 4,586 5,418
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Description of total liabilities Part II line 26
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ReturnHeader/ReturnTs02017-10-27T12:36:11-04:00
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
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.36$0.42$0.06
2024Summary only. Only limited summary data is available for this year.$0.87$0.00$0.36$0.40$0.04
2023Summary only. Only limited summary data is available for this year.$0.81$0.00$0.38$0.43$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.01$0.83$0.36$0.33$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.05$0.88$0.32$0.35$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.83$0.52$0.57$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.06$0.88$0.54$0.53$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.87$0.63$0.61$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$0.54$0.62$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.05$0.89$0.51$0.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.06$0.96$0.52$0.61$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.08$1.06$0.58$0.58$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.08$1.02$0.66$0.63$0.03
2012Summary only. Only limited summary data is available for this year.$1.05$0.08$0.63$0.60$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.08$0.58$0.56$0.02