Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 52-1205811

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

PO Box 3407Gretna, LA 70054

(504) 288-7747

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% 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

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

33rd percentile

-8.3%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Flat

$19,028

Flat from 2018

Net Assets

Flat

$19,028

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$57,737

Flat from 2018

Expenses

Flat

$51,521

Flat from 2018

Net Income

Flat

$6,216

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $63,601Liabilities 2011: $1,3152011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $5,047Net Assets 2013: $5,0472013Assets 2014: $14,258Net Assets 2014: $14,2582014Assets 2015: $7,806Net Assets 2015: $7,8062015Assets 2016: $5,913Net Assets 2016: $5,9132016Assets 2017: $12,812Net Assets 2017: $12,8122017Assets 2018: $19,028Net Assets 2018: $19,0282018Assets 2018: $19,028Net Assets 2018: $19,0282018Assets 2019: $17,687Net Assets 2019: $17,6872019Assets 2020: $16,084Net Assets 2020: $16,0842020Assets 2021: $11,866Net Assets 2021: $11,8662021Assets 2022: $12,532Net Assets 2022: $12,5322022Assets 2023: $18,232Net Assets 2023: $18,2322023Assets 2024: $15,322Net Assets 2024: $15,3222024

Highlighted filing

2018

Assets$19,028
Liabilities-
Net Assets$19,028

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $93,856Expenses 2011: $55,343Net Income 2011: $38,5132011Revenue 2012: $60,689Expenses 2012: $54,041Net Income 2012: $6,6482012Revenue 2013: $57,875Expenses 2013: $60,954Net Income 2013: -$3,0792013Revenue 2014: $59,928Expenses 2014: $50,717Net Income 2014: $9,2112014Revenue 2015: $63,748Expenses 2015: $59,761Net Income 2015: $3,9872015Revenue 2016: $68,754Expenses 2016: $70,647Net Income 2016: -$1,8932016Revenue 2017: $62,972Expenses 2017: $56,073Net Income 2017: $6,8992017Revenue 2018: $57,737Expenses 2018: $51,521Net Income 2018: $6,2162018Revenue 2018: $57,737Expenses 2018: $51,521Net Income 2018: $6,2162018Revenue 2019: $49,842Expenses 2019: $51,183Net Income 2019: -$1,3412019Revenue 2020: $47,599Expenses 2020: $49,202Net Income 2020: -$1,6032020Revenue 2021: $45,208Expenses 2021: $49,426Net Income 2021: -$4,2182021Revenue 2022: $54,113Expenses 2022: $53,447Net Income 2022: $6662022Revenue 2023: $56,557Expenses 2023: $50,857Net Income 2023: $5,7002023Revenue 2024: $44,922Expenses 2024: $47,832Net Income 2024: -$2,9102024

Highlighted filing

2018

Revenue$57,737
Expenses$51,521
Net Income$6,216
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.2
Gross Receipts
$57,737
Mission and Program Overview

Mission

The object of the Rotary Club of the Westbank 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 fo acquaintance as an opportunity for service.Second: High ethical standards in business and professions; the recognition of the worthiness of all use full occupations and the dignifying by each Rotarian of his occupations as an opportunity to serve society.Third: The advancement of international understanding, goodwill and peace through a world fellowship of business and professional people untied in the ideal of service.

Program Services

DescriptionGrantsExpenses
Dues paid to Rotary International$4,768-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kurt GassenTreasurer-$0--
Chris BreauxPresident-$0--
Mary StaehleSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
52-1205811
Phone
5042887747
Address
PO Box 3407, Gretna, LA 70054

Signing Officer

Name
Kristin Taulli
Title
President
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Timothy J Legendre CPA
Address
PO Box 1916, Harvey, LA 70059-1916
Preparer
Timothy J Legendre
Phone
5043046422
Supplemental Narrative

Additional Explanations

Other Revenue.1

50-50 RAFFEL $6863

Other Revenue.2

Miscellaneous $1020

Other Expenses.1

MEETING EXPENSE $37048

Other Expenses.2

Per capita international $4768

Other Expenses.3

OFFICE EXPENSE $2480

Other Expenses.4

Per capita tax district $2179

Other Expenses.5

MISCELLANEOUS $794

Other Expenses.6

Conferences and conventions $52

Raw XML Appendix115 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/BenefitsPaidToOrForMembersAmt04200
IRS990EZ/BooksInCareOfDetail/PersonNm0Kristin Taulli
IRS990EZ/BooksInCareOfDetail/PhoneNum05043623922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 Whitney Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gretna
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012812
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06216
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012812
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019028
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt057737
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049854
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012812
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012812
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019028
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kurt Gassen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Breaux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Staehle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047321
IRS990EZ/OtherRevenueTotalAmt07883
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The object of the Rotary Club of the Westbank 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 fo acquaintance as an opportunity for service.Second: High ethical standards in business and professions; the recognition of the worthiness of all use full occupations and the dignifying by each Rotarian of his occupations as an opportunity to serve society.Third: The advancement of international understanding, goodwill and peace through a world fellowship of business and professional people untied in the ideal of service.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Dues paid to Rotary International
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04768
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051521
IRS990EZ/TotalProgramServiceExpensesAmt04768
IRS990EZ/TotalRevenueAmt057737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.rotarywestbank.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt050-50 RAFFEL $6863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSE $37048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PER CAPITA INTERNATIONAL $4768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSE $2480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PER CAPITA TAX DISTRICT $2179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONFERENCES AND CONVENTIONS $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Taulli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Westbank Gretna Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521205811
ReturnHeader/Filer/PhoneNum05042887747
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3407
ReturnHeader/Filer/USAddress/CityNm0Gretna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462902164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timothy J Legendre CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1916
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harvey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0700591916
ReturnHeader/PreparerPersonGrp/PhoneNum05043046422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Legendre
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-09T07:25:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$15.3$44.9$47.8$2.91
2023Detailed filing. Detailed filing data is available for this year.$18.2$18.2$56.6$50.9$5.70
2022Detailed filing. Detailed filing data is available for this year.$12.5$12.5$54.1$53.4$0.67
2021Detailed filing. Detailed filing data is available for this year.$11.9$11.9$45.2$49.4$4.22
2020Detailed filing. Detailed filing data is available for this year.$16.1$16.1$47.6$49.2$1.60
2019Detailed filing. Detailed filing data is available for this year.$17.7$17.7$49.8$51.2$1.34
2018Detailed filing. Detailed filing data is available for this year.$19.0$19.0$57.7$51.5$6.22
2018Detailed filing. Detailed filing data is available for this year.$19.0$19.0$57.7$51.5$6.22
2017Detailed filing. Detailed filing data is available for this year.$12.8$12.8$63.0$56.1$6.90
2016Detailed filing. Detailed filing data is available for this year.$5.91$5.91$68.8$70.6$1.89
2015Detailed filing. Detailed filing data is available for this year.$7.81$7.81$63.7$59.8$3.99
2014Detailed filing. Detailed filing data is available for this year.$14.3$14.3$59.9$50.7$9.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$5.05$57.9$61.0$3.08
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$60.7$54.0$6.65
2011Summary only. Only limited summary data is available for this year.$63.6$1.32$93.9$55.3$38.5