Civic Intelligence

P C Rotary Foundation

990EZ • Fiscal year 2018 • EIN 74-3194389

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

PO Box 1115Park City, UT 84060-1115

(435) 640-2124

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-361%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$102,190

Down $53,095 (-34%) from 2017

Net Assets

Down

$82,229

Down $53,095 (-39%) from 2017

Liabilities

Flat

$19,961

Flat from 2017

Revenue

Down

$38,159

Down $8,601 (-18%) from 2017

Expenses

Up

$175,983

Up $138,581 (+371%) from 2017

Net Income

Down

-$137,824

Down $147,182 (-1573%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $101,823Liabilities 2012: $22,4662012Assets 2013: $139,285Liabilities 2013: $31,9892013Assets 2014: $142,678Liabilities 2014: $43,6252014Assets 2015: $159,519Liabilities 2015: $41,2652015Assets 2016: $200,129Liabilities 2016: $28,3622016Assets 2017: $155,285Liabilities 2017: $19,961Net Assets 2017: $135,3242017Assets 2018: $102,190Liabilities 2018: $19,961Net Assets 2018: $82,2292018Assets 2019: $131,642Liabilities 2019: $19,961Net Assets 2019: $111,6812019Assets 2021: $110,175Liabilities 2021: $13,657Net Assets 2021: $96,5182021Assets 2022: $175,129Liabilities 2022: $8,220Net Assets 2022: $166,9092022Assets 2023: $221,327Liabilities 2023: $4,984Net Assets 2023: $216,3432023Assets 2024: $273,263Liabilities 2024: $0Net Assets 2024: $273,2632024

Highlighted filing

2018

Assets$102,190
Liabilities$19,961
Net Assets$82,229

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $84,045Expenses 2012: $51,877Net Income 2012: $32,1682012Revenue 2013: $71,141Expenses 2013: $53,062Net Income 2013: $18,0792013Revenue 2014: $80,042Expenses 2014: $88,285Net Income 2014: -$8,2432014Revenue 2015: $78,809Expenses 2015: $59,608Net Income 2015: $19,2012015Revenue 2016: $122,957Expenses 2016: $69,444Net Income 2016: $53,5132016Revenue 2017: $46,760Expenses 2017: $37,402Net Income 2017: $9,3582017Revenue 2018: $38,159Expenses 2018: $175,983Net Income 2018: -$137,8242018Revenue 2019: $78,612Expenses 2019: $35,673Net Income 2019: $42,9392019Revenue 2021: $64,192Expenses 2021: $27,659Net Income 2021: $36,5332021Revenue 2022: $72,386Expenses 2022: $56,853Net Income 2022: $15,5332022Revenue 2023: $98,622Expenses 2023: $49,188Net Income 2023: $49,4342023Revenue 2024: $115,446Expenses 2024: $58,526Net Income 2024: $56,9202024

Highlighted filing

2018

Revenue$38,159
Expenses$175,983
Net Income-$137,824
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$41,143
Mission and Program Overview

Mission

To engage rotarians to advance world understanding, goodwill, and peace through the improvements of health education & the alleviation of poverty.

Program Services

DescriptionGrantsExpenses
GAVE GRANTS TO LOCAL NON-PROFITS TO SUPPORT THEIR ONGOING AND SPECIAL PROJECTS. 35 SEPARATE 501(C)(3)S RECEIVED GRANTS RANGING FROM 250 TO 2000.-$175,335
WORKED WITH LOCAL INDIVIDUALS AND ORGANIZATIONS IN GUATEMALA AND MEXICO TO BUILD HOMES, INFRASTRUCTURE AND FACILITIES IN THOSE LOCATIONS.-$648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN WORLEYTreasurer-$0--
CLAUDIA MCMULLENPresident-$0--
ROBERT HOLMESPast Preside-$0--
CLAUDIA MCMULLINMembership C-$0--
ALEX BUTWINSKIFoundation C-$0--
CORRIE FORSLINGSecretary-$0--
CATHY KINGNew Generati-$0--
TOM KELLYPublic Relat-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
International a$14,298-$259-
Total Events$14,298-$259$-259
Filing and Contact Details

Filer

Filer Name
Pc Rotary Foundation
EIN
74-3194389
Phone
4356402124
Address
PO BOX 1115, PARK CITY, UT 84060-1115

Signing Officer

Name
Brian Worley
Title
Treasurer
Phone
8015689788
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Dalton Leombruno & Associates
Address
724 FRONT ST STE 617, EVANSTON, WY 82930-3572
Preparer
Daniel J Leombruno
Phone
3077893600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 34 licenses 110 club projects 200 global grant rwanda 20,000 interact 10,000 community grants 125,000 small local non-profits 18,600 investment fees 1,389 total 175,333

Form 990-ez, Part I, Line 20

OTHER INCREASES 84,729

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 19,961 19,961

Form 990-ez, Part III

To engage rotarians to advance world understanding, goodwill, and peace through the improvements of health education & the alleviation of poverty.

Raw XML Appendix169 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 34 LICENSES 110 CLUB PROJECTS 200 GLOBAL GRANT RWANDA 20,000 INTERACT 10,000 COMMUNITY GRANTS 125,000 SMALL LOCAL NON-PROFITS 18,600 INVESTMENT FEES 1,389 TOTAL 175,333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES 84,729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 19,961 19,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENGAGE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENTS OF HEALTH EDUCATION & THE ALLEVIATION OF POVERTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08015689788
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ReturnHeader/Filer/EIN0743194389
ReturnHeader/Filer/PhoneNum04356402124
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ReturnHeader/FilingSecurityInformation/IPTm011:58:14
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ReturnHeader/PreparerPersonGrp/PhoneNum03077893600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J LEOMBRUNO
ReturnHeader/ReturnTs02018-11-15T10:58:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings