Civic Intelligence

Rotary International District 6840

990EZ • Fiscal year 2017 • EIN 72-0801689

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

Organization ProfilePORTAL.CLUBRUNNER.CA/50136
801 Amethyst StNew Orleans, LA 70124

(504) 782-6500

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 2017

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

42nd percentile

0.0%

Higher net margin than 42% 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

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

39th percentile

-5.2%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2016

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin42nd percentile

Revenue

Down

$123,993

Down $6,773 (-5.2%) from 2016

Expenses

Down

$123,993

Down $6,773 (-5.2%) from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $10,872Liabilities 2011: $0Net Assets 2011: $10,8722011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $02020Assets 2021: $16,759Liabilities 2021: $02021Assets 2022: $9,773Net Assets 2022: $9,7732022Assets 2023: $2,852Net Assets 2023: $2,8522023Assets 2024: $1,376Net Assets 2024: $1,3762024

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $111,413Expenses 2011: $108,571Net Income 2011: $2,8422011Revenue 2012: $151,003Expenses 2012: $151,003Net Income 2012: $02012Revenue 2013: $121,314Expenses 2013: $121,314Net Income 2013: $02013Revenue 2014: $102,249Expenses 2014: $102,249Net Income 2014: $02014Revenue 2015: $139,464Expenses 2015: $139,464Net Income 2015: $02015Revenue 2016: $130,766Expenses 2016: $130,766Net Income 2016: $02016Revenue 2017: $123,993Expenses 2017: $123,993Net Income 2017: $02017Revenue 2018: $107,567Expenses 2018: $114,280Net Income 2018: -$6,7132018Revenue 2019: $96,756Expenses 2019: $80,281Net Income 2019: $16,4752019Revenue 2020: $91,428Expenses 2020: $58,236Net Income 2020: $33,1922020Revenue 2021: $81,843Expenses 2021: $65,084Net Income 2021: $16,7592021Revenue 2022: $77,445Expenses 2022: $67,672Net Income 2022: $9,7732022Revenue 2023: $60,099Expenses 2023: $57,247Net Income 2023: $2,8522023Revenue 2024: $84,774Expenses 2024: $83,398Net Income 2024: $1,3762024

Highlighted filing

2017

Revenue$123,993
Expenses$123,993
Net Income$0
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$123,993
Mission and Program Overview

Mission

To support the rotary clubs of district 6840 in south louisiana and mississippi. To assist them in promoting the purposes of rotary international and its guiding principals through the avenues of service - 1) club service 2) vocational service 3) community service 4) international service, and 5) youth service

Program Services

DescriptionGrantsExpenses
YOUNG PROFESSIONALS SUMMIT$0$20,284
MULTI DISTRICT ANNUAL CONFERENCE IN MOBILE ALABAMA$0$10,000
PRESIDENTS-ELECT TRAINING SEMINAR IN NATCHEZ MS$0$8,317
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL FELDMANDistrict GovernorFT$0--
VICKY GUTIERREZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 6840
EIN
72-0801689
Phone
5047826500
Address
801 AMETHYST ST, NEW ORLEANS, LA 70124

Signing Officer

Name
Randall Feldman
Title
District Governor
Phone
5047826500
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Piltz Williams Larosa & Co
Address
P O BOX 231, BILOXI, MS 39533
Preparer
Stephen P Theobald CPA
Phone
2283744141
Supplemental Narrative

Additional Explanations

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

“Description: miscellaneous income. Amount: 656.”

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

“Description: meetings and conferences. Amount: 43,725. Description: presidents-elect training seminar in natchez ms. Amount: 8,317. Description: paul harris society event. Amount: 4,918. Description: young professional summit. Amount: 20,284. Description: supplies, awards, badges, theme items, etc. Amount: 4,478. Description: travel. Amount: 3,280. Description: advance support to incoming governor. Amount: 7,500. Description: website and club runner services. Amount: 2,997. Description: payments to rotary district contingency fund. Amount: 21,656. Total to form 990-ez, line 16: 117,155.”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0VICKY GUTIERREZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02282978686
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02830 PALMER DR UNIT B8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GULFPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03002
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt0123993
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt082855
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDALL FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKY GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0117155
IRS990EZ/OtherRevenueTotalAmt0656
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE ROTARY CLUBS OF DISTRICT 6840 IN SOUTH LOUISIANA AND MISSISSIPPI. TO ASSIST THEM IN PROMOTING THE PURPOSES OF ROTARY INTERNATIONAL AND ITS GUIDING PRINCIPALS THROUGH THE AVENUES OF SERVICE - 1) CLUB SERVICE 2) VOCATIONAL SERVICE 3) COMMUNITY SERVICE 4) INTERNATIONAL SERVICE, AND 5) YOUTH SERVICE
IRS990EZ/PrintingPublicationsPostageAmt03836
IRS990EZ/ProgramServiceRevenueAmt040482
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUNG PROFESSIONALS SUMMIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MULTI DISTRICT ANNUAL CONFERENCE IN MOBILE ALABAMA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PRESIDENTS-ELECT TRAINING SEMINAR IN NATCHEZ MS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020284
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28317
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123993
IRS990EZ/TotalProgramServiceExpensesAmt038601
IRS990EZ/TotalRevenueAmt0123993
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PORTAL.CLUBRUNNER.CA/50136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 656.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS AND CONFERENCES. AMOUNT: 43,725. DESCRIPTION: PRESIDENTS-ELECT TRAINING SEMINAR IN NATCHEZ MS. AMOUNT: 8,317. DESCRIPTION: PAUL HARRIS SOCIETY EVENT. AMOUNT: 4,918. DESCRIPTION: YOUNG PROFESSIONAL SUMMIT. AMOUNT: 20,284. DESCRIPTION: SUPPLIES, AWARDS, BADGES, THEME ITEMS, ETC. AMOUNT: 4,478. DESCRIPTION: TRAVEL. AMOUNT: 3,280. DESCRIPTION: ADVANCE SUPPORT TO INCOMING GOVERNOR. AMOUNT: 7,500. DESCRIPTION: WEBSITE AND CLUB RUNNER SERVICES. AMOUNT: 2,997. DESCRIPTION: PAYMENTS TO ROTARY DISTRICT CONTINGENCY FUND. AMOUNT: 21,656. TOTAL TO FORM 990-EZ, LINE 16: 117,155.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL FELDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05047826500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 6840
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0720801689
ReturnHeader/Filer/PhoneNum05047826500
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 AMETHYST ST
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A40119AE270EFAFF5CFC044A65D96D115A36792
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A40119AE270EFAFF5CFC044A65D96D115A36792
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.19.110.191
ReturnHeader/FilingSecurityInformation/IPDt02017-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:37:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640767137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PILTZ WILLIAMS LAROSA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 231
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILOXI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039533
ReturnHeader/PreparerPersonGrp/PhoneNum02283744141
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P THEOBALD CPA
ReturnHeader/ReturnTs02017-11-01T15:31:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$123,993
Expenses
$123,993
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.85$0.83$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.60$0.57$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.77$0.68$0.10
2021Summary only. Only limited summary data is available for this year.$0.17$0.00$0.82$0.65$0.17
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.91$0.58$0.33
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.97$0.80$0.16
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$1.08$1.14$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.24$1.24$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$1.31$1.31$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$1.39$1.39$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$1.02$1.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.21$1.21$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.51$1.51$0.00
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.11$1.09$0.03