Civic Intelligence

Rotary International District 5420

990EZ • Fiscal year 2018 • EIN 72-1553801

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileWWW.UTAHROTARY.COM
50 West Forest St Suite 101Brigham City, UT 84302

(435) 723-5224

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.

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

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

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

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.

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

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$89,244

Down $14,729 (-14%) from 2017

Net Assets

Down

$83,666

Down $14,729 (-15%) from 2017

Liabilities

Flat

$5,578

Flat from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin16th percentile

Revenue

Up

$75,341

Up $19,350 (+35%) from 2017

Expenses

Up

$90,070

Up $53,708 (+148%) from 2017

Net Income

Down

-$14,729

Down $34,358 (-175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$200K$150K$100K$50K$0Assets 2010: $167,191Liabilities 2010: $2322010Assets 2011: $99,665Liabilities 2011: $2322011Assets 2012: $89,442Liabilities 2012: $2642012Assets 2013: $102,237Liabilities 2013: $2322013Assets 2014: $108,508Liabilities 2014: $272014Assets 2015: $86,828Liabilities 2015: $0Net Assets 2015: $86,8282015Assets 2016: $84,500Liabilities 2016: $5,734Net Assets 2016: $78,7662016Assets 2017: $103,973Liabilities 2017: $5,578Net Assets 2017: $98,3952017Assets 2018: $89,244Liabilities 2018: $5,578Net Assets 2018: $83,6662018Assets 2019: $130,055Liabilities 2019: $10,578Net Assets 2019: $119,4772019Assets 2020: $91,498Liabilities 2020: $0Net Assets 2020: $91,4982020Assets 2021: $153,240Liabilities 2021: $0Net Assets 2021: $153,2402021Assets 2022: $140,752Liabilities 2022: $1,829Net Assets 2022: $138,9232022Assets 2023: $85,442Liabilities 2023: $0Net Assets 2023: $85,4422023Assets 2024: $118,909Liabilities 2024: $3,397Net Assets 2024: $115,5122024

Highlighted filing

2018

Assets$89,244
Liabilities$5,578
Net Assets$83,666
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2010: $81,782Expenses 2010: $39,005Net Income 2010: $42,7772010Revenue 2011: $48,850Expenses 2011: $116,376Net Income 2011: -$67,5262011Revenue 2012: $62,175Expenses 2012: $72,332Net Income 2012: -$10,1572012Revenue 2013: $75,359Expenses 2013: $62,532Net Income 2013: $12,8272013Revenue 2014: $50,184Expenses 2014: $43,707Net Income 2014: $6,4772014Revenue 2015: $48,348Expenses 2015: $70,000Net Income 2015: -$21,6522015Revenue 2016: $63,318Expenses 2016: $71,380Net Income 2016: -$8,0622016Revenue 2017: $55,991Expenses 2017: $36,362Net Income 2017: $19,6292017Revenue 2018: $75,341Expenses 2018: $90,070Net Income 2018: -$14,7292018Revenue 2019: $98,328Expenses 2019: $62,517Net Income 2019: $35,8112019Revenue 2020: $69,871Expenses 2020: $101,678Net Income 2020: -$31,8072020Revenue 2021: $88,752Expenses 2021: $27,010Net Income 2021: $61,7422021Revenue 2022: $154,318Expenses 2022: $168,635Net Income 2022: -$14,3172022Revenue 2023: $102,331Expenses 2023: $155,812Net Income 2023: -$53,4812023Revenue 2024: $180,034Expenses 2024: $149,964Net Income 2024: $30,0702024

Highlighted filing

2018

Revenue$75,341
Expenses$90,070
Net Income-$14,729
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$75,341
Mission and Program Overview

Mission

International service club-district leadership and organization

International service club - district leadership and organization

Program Services

DescriptionGrantsExpenses
PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT-$90,070
PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY CHRISTYDistrict GovPT$0--
SCOTT LECHMANDistrict GovPT$0--
BRUCE VELLINGATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5420
EIN
72-1553801
Phone
4357235224
Address
50 WEST FOREST ST SUITE 101, BRIGHAM CITY, UT 84302

Signing Officer

Name
Bruce Vellinga
Title
Treasurer
Phone
4357235224
Signed
2018-11-14

Preparer

Firm
DAVIS & BOTT CPA'S LC
Address
PO BOX 369, BRIGHAM CITY, UT 84302
Preparer
Matthew Jensen
Phone
4357235224
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses district governor expense 90,070 total 90,070”

Form 990-ez, Part II, Line 26

“Other current liability 5,578 5,578”

Form 990-ez, Part III, Line 31

“Provide leadership and training for rotary clubs in our district”

Raw XML Appendix107 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRUCE VELLINGA
IRS990EZ/BooksInCareOfDetail/PhoneNum04357235224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt050 WEST FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRIGHAM CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089244
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075284
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14729
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089244
IRS990EZ/GrossReceiptsAmt075341
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098395
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083666
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEVERLY CHRISTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT LECHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE VELLINGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090070
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INTERNATIONAL SERVICE CLUB - DISTRICT LEADERSHIP AND ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05578
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05578
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090070
IRS990EZ/TotalProgramServiceExpensesAmt090070
IRS990EZ/TotalRevenueAmt075341
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTAHROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DISTRICT GOVERNOR EXPENSE 90,070 TOTAL 90,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER CURRENT LIABILITY 5,578 5,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE VELLINGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04357235224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5420
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0721553801
ReturnHeader/Filer/PhoneNum04357235224
ReturnHeader/Filer/USAddress/AddressLine1Txt050 WEST FOREST ST SUITE 101
ReturnHeader/Filer/USAddress/CityNm0BRIGHAM CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0260A0E9EFD3BFA497413977DC33A5AC77718677C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057FB697BE3EAF5EBA1922BB0CE34DB44E1F4393A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:30:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870357392
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & BOTT CPA'S LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHAM CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084302
ReturnHeader/PreparerPersonGrp/PhoneNum04357235224
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW JENSEN
ReturnHeader/ReturnTs02018-11-14T11:30:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,244
Liabilities
$5,578
Net assets
$83,666
Revenue
$75,341
Expenses
$90,070
Net income
-$14,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$1.80$1.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.02$1.56$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$1.54$1.69$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.89$0.27$0.62
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.70$1.02$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.19$0.98$0.63$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.06$0.84$0.75$0.90$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.06$0.98$0.56$0.36$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$0.63$0.71$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.48$0.70$0.22
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.50$0.44$0.06
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.75$0.63$0.13
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.62$0.72$0.10
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.49$1.16$0.68
2010Summary only. Only limited summary data is available for this year.$1.67$0.00$0.82$0.39$0.43