Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 52-6047462

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

Organization ProfileWWW.BCCROTARY.ORG
PO Box 342113Bethesda, MD 20827

(301) 664-4612

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

8.1%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-7.6%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$12,493

Up $934 (+8.1%) from 2019

Net Assets

$12,493

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin44th percentile

Revenue

Down

$102,574

Down $8,400 (-7.6%) from 2019

Expenses

Down

$101,640

Down $5,695 (-5.3%) from 2019

Net Income

Down

$934

Down $2,705 (-74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$40K$30K$20K$10K$0-$10KAssets 2010: $4,375Liabilities 2010: $02010Assets 2011: $1Liabilities 2011: $2,3532011Assets 2012: $0Liabilities 2012: $4,921Net Assets 2012: -$4,9212012Assets 2013: $4,734Liabilities 2013: $0Net Assets 2013: $4,7342013Assets 2014: $6,132Liabilities 2014: $0Net Assets 2014: $6,1322014Assets 2015: $12,610Liabilities 2015: $02015Assets 2016: $16,520Liabilities 2016: $02016Assets 2017: $12,057Liabilities 2017: $02017Assets 2018: $7,920Liabilities 2018: $02018Assets 2019: $11,559Liabilities 2019: $02019Assets 2020: $12,493Liabilities 2020: $0Net Assets 2020: $12,4932020Assets 2021: $17,682Liabilities 2021: $0Net Assets 2021: $17,6822021Assets 2022: $17,702Liabilities 2022: $143Net Assets 2022: $17,5592022Assets 2023: $24,365Liabilities 2023: $0Net Assets 2023: $24,3652023Assets 2024: $34,327Liabilities 2024: $0Net Assets 2024: $34,3272024

Highlighted filing

2020

Assets$12,493
Liabilities$0
Net Assets$12,493
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $99,128Expenses 2010: $97,981Net Income 2010: $1,1472010Revenue 2011: $90,909Expenses 2011: $97,637Net Income 2011: -$6,7282011Revenue 2012: $99,865Expenses 2012: $102,433Net Income 2012: -$2,5682012Revenue 2013: $124,830Expenses 2013: $115,175Net Income 2013: $9,6552013Revenue 2014: $113,183Expenses 2014: $111,785Net Income 2014: $1,3982014Revenue 2015: $123,443Expenses 2015: $116,965Net Income 2015: $6,4782015Revenue 2016: $123,527Expenses 2016: $119,617Net Income 2016: $3,9102016Revenue 2017: $116,260Expenses 2017: $120,723Net Income 2017: -$4,4632017Revenue 2018: $106,412Expenses 2018: $110,549Net Income 2018: -$4,1372018Revenue 2019: $110,974Expenses 2019: $107,335Net Income 2019: $3,6392019Revenue 2020: $102,574Expenses 2020: $101,640Net Income 2020: $9342020Revenue 2021: $69,344Expenses 2021: $64,155Net Income 2021: $5,1892021Revenue 2022: $68,199Expenses 2022: $70,245Net Income 2022: -$2,0462022Revenue 2023: $91,281Expenses 2023: $84,475Net Income 2023: $6,8062023Revenue 2024: $106,768Expenses 2024: $96,806Net Income 2024: $9,9622024

Highlighted filing

2020

Revenue$102,574
Expenses$101,640
Net Income$934
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$102,574
Mission and Program Overview

Mission

Provide speaker and social programs for membership

Local club of rotary international

Program Services

DescriptionGrantsExpenses
LOCAL CLUB OF ROTARY INTERNATIONAL$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK PAPEPresident-$0--
VARDA FINKSecretary-$0--
ARNIE LERMANTreasurer-$0--
KATEY BOERNERDirector-$0--
BARBARA OTTDirector-$0--
STUART SCHWAGERDirector-$0--
MIKE WEHRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Bethesda-chevy
EIN
52-6047462
Phone
3016644612
Address
PO BOX 342113, BETHESDA, MD 20827

Signing Officer

Name
Arnie Lerman
Title
Treasurer
Phone
3012296105
Signed
2020-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Jack E Spector CPA
Address
7910 WOODMONT AVE 910, BETHESDA, MD 20814
Preparer
Jack E Spector CPA
Phone
2408883785
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: club functions. Amount: 5764. Description: miscellaneous. Amount: 12623. Description: bulletin sponorship. Amount: 4850. Description: district conference sponorship. Amount: 7907. Total to form 990-ez, line 8: 31144.”

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

“Description: office supplies and expenses. Amount: 270. Description: awards. Amount: 1988. Description: rotary district functions. Amount: 1155. Description: rotary district dues. Amount: 4825. Description: rotary international dues. Amount: 5719. Description: members' badges. Amount: 124. Description: miscellaneous. Amount: 5280. Description: paul harris contributions. Amount: 3400. Description: polio plus expense. Amount: 3625. Total to form 990-ez, line 16: 26386.”

Raw XML Appendix139 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/PhoneNum03016644612
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 342113
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020827
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IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt012493
IRS990EZ/GrossReceiptsAmt0102574
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011559
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012493
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK PAPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VARDA FINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARNIE LERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATEY BOERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA OTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STUART SCHWAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE WEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026386
IRS990EZ/OtherRevenueTotalAmt031144
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CLUB OF ROTARY INTERNATIONAL
IRS990EZ/PrintingPublicationsPostageAmt0273
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL CLUB OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0101640
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0102574
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BCCROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CLUB FUNCTIONS. AMOUNT: 5764. DESCRIPTION: MISCELLANEOUS. AMOUNT: 12623. DESCRIPTION: BULLETIN SPONORSHIP. AMOUNT: 4850. DESCRIPTION: DISTRICT CONFERENCE SPONORSHIP. AMOUNT: 7907. TOTAL TO FORM 990-EZ, LINE 8: 31144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES AND EXPENSES. AMOUNT: 270. DESCRIPTION: AWARDS. AMOUNT: 1988. DESCRIPTION: ROTARY DISTRICT FUNCTIONS. AMOUNT: 1155. DESCRIPTION: ROTARY DISTRICT DUES. AMOUNT: 4825. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 5719. DESCRIPTION: MEMBERS' BADGES. AMOUNT: 124. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5280. DESCRIPTION: PAUL HARRIS CONTRIBUTIONS. AMOUNT: 3400. DESCRIPTION: POLIO PLUS EXPENSE. AMOUNT: 3625. TOTAL TO FORM 990-EZ, LINE 16: 26386.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARNIE LERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03012296105
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL BETHESDA-CHEVY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHASE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0526047462
ReturnHeader/Filer/PhoneNum03016644612
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 342113
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.15.244.200
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:49:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACK E SPECTOR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07910 WOODMONT AVE 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02408883785
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK E SPECTOR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-20T10:49:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,493
Liabilities
$0
Net assets
$12,493
Revenue
$102,574
Expenses
$101,640
Net income
$934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.07$0.97$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.91$0.84$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.68$0.70$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.69$0.64$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.03$1.02$0.01
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$1.11$1.07$0.04
2018Summary only. Only limited summary data is available for this year.$0.08$0.00$1.06$1.11$0.04
2017Summary only. Only limited summary data is available for this year.$0.12$0.00$1.16$1.21$0.04
2016Summary only. Only limited summary data is available for this year.$0.17$0.00$1.24$1.20$0.04
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$1.23$1.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.13$1.12$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$1.25$1.15$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.05$0.05$1.00$1.02$0.03
2011Summary only. Only limited summary data is available for this year.$0.00$0.02$0.91$0.98$0.07
2010Summary only. Only limited summary data is available for this year.$0.04$0.00$0.99$0.98$0.01