Civic Intelligence

Rotary International District 5420

990EZ • Fiscal year 2019 • EIN 72-1553801

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

Organization ProfileWWW.UTAH ROTARY.COM
1587 East Spyglass Hill DrDraper, UT 84020

(801) 550-2479

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.11x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

36%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

31%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$130,055

Up $40,811 (+46%) from 2018

Net Assets

Up

$119,477

Up $35,811 (+43%) from 2018

Liabilities

Up

$10,578

Up $5,000 (+90%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin90th percentile

Revenue

Up

$98,328

Up $22,987 (+31%) from 2018

Expenses

Down

$62,517

Down $27,553 (-31%) from 2018

Net Income

Up

$35,811

Up $50,540 (+343%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$130,055
Liabilities$10,578
Net Assets$119,477
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$98,328
Expenses$62,517
Net Income$35,811
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$98,328
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.-$62,517
PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT LECHMANDistrict GovPT$0--
JOHN HANRAHANDistrict GovPT$0--
TED STAGGDistrict TrePT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5420
EIN
72-1553801
Phone
8015502479
Address
1587 EAST SPYGLASS HILL DR, DRAPER, UT 84020

Signing Officer

Name
Ted Stagg
Title
District Treasurer
Phone
8015502479
Signed
2019-11-11

Preparer

Firm
Joe Merkley CPA LLC
Address
6465 S 3000 E STE 106, SALT LAKE CITY, UT 84121-6974
Preparer
B Joe Merkley
Phone
8017335736
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“District governor expense”

Form 990-ez, Part I, Line 16

“Expenses other expenses 62,517 total 62,517”

Form 990-ez, Part II

“Other current liabilities”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 5,578 10,578”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix110 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0TED STAGG
IRS990EZ/BooksInCareOfDetail/PhoneNum08015502479
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01587 E SPYGLASS HILL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DRAPER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089244
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098261
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035811
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089244
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130055
IRS990EZ/GrossReceiptsAmt098328
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt067
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119477
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119477
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT LECHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HANRAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TED STAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT TRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062517
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/ProgramServiceExpensesAmt062517
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05578
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010578
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062517
IRS990EZ/TotalProgramServiceExpensesAmt062517
IRS990EZ/TotalRevenueAmt098328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTAH ROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT GOVERNOR EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OTHER EXPENSES 62,517 TOTAL 62,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER CURRENT LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,578 10,578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE LEADERSHIP AND TRAINING FOR ROTARY CLUBS IN OUR DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TED STAGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08015502479
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5420
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0721553801
ReturnHeader/Filer/PhoneNum08015502479
ReturnHeader/Filer/USAddress/AddressLine1Txt01587 EAST SPYGLASS HILL DR
ReturnHeader/Filer/USAddress/CityNm0DRAPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C115E7EB0326737E9D8BFC91191811AACB2AFDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C115E7EB0326737E9D8BFC91191811AACB2AFDA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.27.15.195
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:13:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841869686
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOE MERKLEY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06465 S 3000 E STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841216974
ReturnHeader/PreparerPersonGrp/PhoneNum08017335736
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B JOE MERKLEY
ReturnHeader/ReturnTs02019-11-13T10:13:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,055
Liabilities
$10,578
Net assets
$119,477
Revenue
$98,328
Expenses
$62,517
Net income
$35,811
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