Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 52-1205811

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

26th percentile

-9.3%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-26%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

-5.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$11,866

Down $4,218 (-26%) from 2020

Net Assets

Down

$11,866

Down $4,218 (-26%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,208

Down $2,391 (-5.0%) from 2020

Expenses

Up

$49,426

Up $224 (+0.5%) from 2020

Net Income

Down

-$4,218

Down $2,615 (-163%) from 2020

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 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

2021

Assets$11,866
Liabilities-
Net Assets$11,866

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 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

2021

Revenue$45,208
Expenses$49,426
Net Income-$4,218
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$45,208
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annette McDowSecretary-$0--
Brian CastanzaSergeant At Arm-$0--
Alan CouvillionTreasurer-$0--
Kristin TaulliPresident-$0--
Buddy HenricksPast President-$0--
Maurice CarrPresident-$0--
Kevin AveryVice President-$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
Brad Flemming
Title
Treasurer
Signed
2021-11-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

50-50 RAFFEL $3553

Other Revenue.2

Miscellaneous $580

Other Expenses.1

MEETING EXPENSE $14631

Other Expenses.2

BAD DEBT EXPENSE $12455

Other Expenses.3

Per capita international $5109

Other Expenses.4

CHRISTMAS PARTY $4900

Other Expenses.5

Installation banquet $3565

Other Expenses.6

Per capita tax district $1990

Other Expenses.7

MISCELLANEOUS $1590

Other Expenses.8

Board meeting expense $1482

Other Expenses.9

OFFICE EXPENSE $1004

Raw XML Appendix141 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/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/BOYAmt016084
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4218
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02700
IRS990EZ/GrossReceiptsAmt045208
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041075
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016084
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011866
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016084
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Annette McDow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Castanza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alan Couvillion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristin Taulli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Buddy Henricks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Maurice Carr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kevin Avery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sergeant at Arm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046726
IRS990EZ/OtherRevenueTotalAmt04133
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049426
IRS990EZ/TotalRevenueAmt045208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.rotarywestbank.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt050-50 RAFFEL $3553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSE $14631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT EXPENSE $12455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PER CAPITA INTERNATIONAL $5109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHRISTMAS PARTY $4900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSTALLATION BANQUET $3565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PER CAPITA TAX DISTRICT $1990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $1590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOARD MEETING EXPENSE $1482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE EXPENSE $1004
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521205811
ReturnHeader/Filer/PhoneNum05042887747
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ReturnHeader/Filer/USAddress/CityNm0Gretna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070054
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1916
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harvey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070059
ReturnHeader/PreparerPersonGrp/PhoneNum05043046422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Legendre
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-16T07:38:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brad
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Flemming
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
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