Civic Intelligence

Rotary District 5390 Foundation

990EZ • Fiscal year 2017 • EIN 75-3108138

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

PO Box 1091Billings, MT 59103-1091

(406) 652-9500

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

96%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

286%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$216,886

Up $106,302 (+96%) from 2016

Net Assets

Up

$216,886

Up $106,302 (+96%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$158,216

Up $117,221 (+286%) from 2016

Expenses

Up

$174,714

Up $128,130 (+275%) from 2016

Net Income

Down

-$16,498

Down $10,909 (-195%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $21,778Liabilities 2011: $0Net Assets 2011: $21,7782011Assets 2012: $4,843Liabilities 2012: $300Net Assets 2012: $4,5432012Assets 2013: $8,483Liabilities 2013: $300Net Assets 2013: $8,1832013Assets 2014: $3,802Liabilities 2014: $3002014Assets 2015: $15,747Liabilities 2015: $1,165Net Assets 2015: $14,5822015Assets 2016: $110,584Liabilities 2016: $0Net Assets 2016: $110,5842016Assets 2017: $216,886Liabilities 2017: $0Net Assets 2017: $216,8862017Assets 2018: $93,343Liabilities 2018: $0Net Assets 2018: $93,3432018Assets 2019: $115,036Liabilities 2019: $0Net Assets 2019: $115,0362019Assets 2020: $125,694Liabilities 2020: $0Net Assets 2020: $125,6942020Assets 2021: $180,983Liabilities 2021: $0Net Assets 2021: $180,9832021Assets 2022: $109,781Liabilities 2022: $0Net Assets 2022: $109,7812022Assets 2023: $152,570Liabilities 2023: $0Net Assets 2023: $152,5702023Assets 2024: $179,375Liabilities 2024: $0Net Assets 2024: $179,3752024

Highlighted filing

2017

Assets$216,886
Liabilities$0
Net Assets$216,886

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $75,873Expenses 2011: $67,482Net Income 2011: $8,3912011Revenue 2012: $52,213Expenses 2012: $69,448Net Income 2012: -$17,2352012Revenue 2013: $62,024Expenses 2013: $58,384Net Income 2013: $3,6402013Revenue 2014: $61,535Expenses 2014: $66,216Net Income 2014: -$4,6812014Revenue 2015: $61,155Expenses 2015: $50,075Net Income 2015: $11,0802015Revenue 2016: $40,995Expenses 2016: $46,584Net Income 2016: -$5,5892016Revenue 2017: $158,216Expenses 2017: $174,714Net Income 2017: -$16,4982017Revenue 2018: $139,290Expenses 2018: $176,919Net Income 2018: -$37,6292018Revenue 2019: $121,484Expenses 2019: $99,791Net Income 2019: $21,6932019Revenue 2020: $176,893Expenses 2020: $166,235Net Income 2020: $10,6582020Revenue 2021: $169,161Expenses 2021: $113,371Net Income 2021: $55,7902021Revenue 2022: $155,360Expenses 2022: $226,562Net Income 2022: -$71,2022022Revenue 2023: $111,994Expenses 2023: $69,205Net Income 2023: $42,7892023Revenue 2024: $78,868Expenses 2024: $54,462Net Income 2024: $24,4062024

Highlighted filing

2017

Revenue$158,216
Expenses$174,714
Net Income-$16,498
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$158,216
Mission and Program Overview

Mission

GRANTS TO MONTANA ROTARY CLUBs & COMMUN

Providing grants for montana rotary club rotary projects

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR COMMUNITY PROJECTS.$0$165,936
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE CARSTENSDistrict Foundation Chair-$0--
MICHAEL MAYOTTTreasurer-$0--
MALINDA SHAFMANDistrict Governor-$0--
JOSEPH MCBRIDEDistrict Governor Elect-$0--
RICK MOOREDistrict Governor Nominee-$0--
SHAWNA SECKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5390 Foundation
EIN
75-3108138
Phone
4066529500
Address
PO BOX 1091, BILLINGS, MT 59103-1091

Signing Officer

Name
Michael Mayott
Title
Treasurer
Phone
4066529500
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Daniel S Miller CPA
Phone
4062455136
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of bozeman. Affiliate address: po box 6133 bozeman, mt 59771. Purpose of payment: grant for community projects. Amount of payment: 90,458.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of helena. Affiliate address: po box 333 helena, mt 59624. Purpose of payment: grant for community projects. Amount of payment: 4,677.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of bigfork. Affiliate address: po box 2224 bigfork, mt 59911. Purpose of payment: grant for community projects. Amount of payment: 8,200.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of philipsburg. Affiliate address: po box 10 philipsburg, mt 59858. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of anaconda. Affiliate address: 1201 elaine drive anaconda, mt 59711. Purpose of payment: grant for community projects. Amount of payment: 2,500.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: the rotary foundation. Affiliate address: 14280 collections center drive chicago, il 60693. Purpose of payment: grant for community projects. Amount of payment: 6,807.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of butte. Affiliate address: po box 3014 butte, mt 59702. Purpose of payment: grant for community projects. Amount of payment: 2,500.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of big sky. Affiliate address: po box 160473 big sky, mt 59716. Purpose of payment: grant for community projects. Amount of payment: 5,461.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of billings. Affiliate address: po box 1094 billings, mt 59103. Purpose of payment: grant for community projects. Amount of payment: 9,158.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of kalispell. Affiliate address: po box 481 kalispell, mt 59903. Purpose of payment: grant for community projects. Amount of payment: 10,361.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of missoula. Affiliate address: po box 8867 missoula, mt 59807. Purpose of payment: grant for community projects. Amount of payment: 2,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of polson. Affiliate address: po box 922 polson, mt 59860. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of red lodge. Affiliate address: po box 1205 red lodge, mt 59068. Purpose of payment: grant for community projects. Amount of payment: 2,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of whitefish. Affiliate address: po box 1845 whitefish, mt 59937. Purpose of payment: grant for community projects. Amount of payment: 5,461.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of townsend. Affiliate address: po box 1192 townsend, mt 59644. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of twin bridges. Affiliate address: po box 38 twin bridges, mt 59754. Purpose of payment: grant for community projects. Amount of payment: 892.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of kootenai valley. Affiliate address: po box 555 libby, mt 59923. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of livingston. Affiliate address: po box 66 livingston, mt 59047. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of manhattan. Affiliate address: po box 651 manhattan, mt 59741. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of miles city. Affiliate address: 4th & eagle miles city, mt 59301. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of columbia falls. Affiliate address: po box 2331 columbia falls, mt 59912. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of deer lodge. Affiliate address: 317 main st deer lodge, mt 59722. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of evergreen. Affiliate address: 1390 hwy 2 east kalispell, mt 59901. Purpose of payment: grant for community projects. Amount of payment: 1,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of great falls. Affiliate address: po box 1551 great falls, mt 59403. Purpose of payment: grant for community projects. Amount of payment: 4,461.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of havre. Affiliate address: 1960 1st st ne havre, mt 59501. Purpose of payment: grant for community projects. Amount of payment: 1,000. Total included on form 990-ez, line 10: 165,936.

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

Description: conferences and conventions. Amount: 1,076. Description: program expense. Amount: 4,373. Description: bank charges. Amount: 182. Total to form 990-ez, line 16: 5,631.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 122,800.

FORM 990-EZ, PART I, LINE 20:

A prior period adjustment was recorded for global grant funds that are held in trust by the rotary foundation for the district to use for global grants. These funds are permanently restricted for global grants only. The district had not posted these assets in prior years.

Raw XML Appendix220 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/BusinessName/BusinessNameLine1Txt0MICHAEL MAYOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum04066529500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1091
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BILLINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0216886
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0158216
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16498
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02849
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0216886
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0165936
IRS990EZ/GrossReceiptsAmt0158216
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216886
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0216886
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE CARSTENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MAYOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALINDA SHAFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHAWNA SECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DISTRICT GOVERNOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DISTRICT GOVERNOR NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0122800
IRS990EZ/OtherExpensesTotalAmt05631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING GRANTS FOR MONTANA ROTARY CLUB ROTARY PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt0298
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDS FOR COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0165936
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0174714
IRS990EZ/TotalProgramServiceExpensesAmt0165936
IRS990EZ/TotalRevenueAmt0158216
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0383925
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0383925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062024
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0383925
IRS990ScheduleA/TotalSupportAmt0383925
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 90,458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY CLUB OF HELENA. AFFILIATE ADDRESS: PO BOX 333 HELENA, MT 59624. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY CLUB OF BIGFORK. AFFILIATE ADDRESS: PO BOX 2224 BIGFORK, MT 59911. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 8,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1201 ELAINE DRIVE ANACONDA, MT 59711. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AFFILIATE NAME: THE ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 6,807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFFILIATE NAME: ROTARY CLUB OF BUTTE. AFFILIATE ADDRESS: PO BOX 3014 BUTTE, MT 59702. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AFFILIATE NAME: ROTARY CLUB OF BIG SKY. AFFILIATE ADDRESS: PO BOX 160473 BIG SKY, MT 59716. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AFFILIATE NAME: ROTARY CLUB OF BILLINGS. AFFILIATE ADDRESS: PO BOX 1094 BILLINGS, MT 59103. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 9,158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AFFILIATE NAME: ROTARY CLUB OF KALISPELL. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 10,361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AFFILIATE NAME: ROTARY CLUB OF MISSOULA. AFFILIATE ADDRESS: PO BOX 8867 MISSOULA, MT 59807. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AFFILIATE NAME: ROTARY CLUB OF POLSON. AFFILIATE ADDRESS: PO BOX 922 POLSON, MT 59860. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12AFFILIATE NAME: ROTARY CLUB OF RED LODGE. AFFILIATE ADDRESS: PO BOX 1205 RED LODGE, MT 59068. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13AFFILIATE NAME: ROTARY CLUB OF WHITEFISH. AFFILIATE ADDRESS: PO BOX 1845 WHITEFISH, MT 59937. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14AFFILIATE NAME: ROTARY CLUB OF TOWNSEND. AFFILIATE ADDRESS: PO BOX 1192 TOWNSEND, MT 59644. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15AFFILIATE NAME: ROTARY CLUB OF TWIN BRIDGES. AFFILIATE ADDRESS: PO BOX 38 TWIN BRIDGES, MT 59754. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16AFFILIATE NAME: ROTARY CLUB OF KOOTENAI VALLEY. AFFILIATE ADDRESS: PO BOX 555 LIBBY, MT 59923. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17AFFILIATE NAME: ROTARY CLUB OF LIVINGSTON. AFFILIATE ADDRESS: PO BOX 66 LIVINGSTON, MT 59047. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18AFFILIATE NAME: ROTARY CLUB OF MANHATTAN. AFFILIATE ADDRESS: PO BOX 651 MANHATTAN, MT 59741. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19AFFILIATE NAME: ROTARY CLUB OF MILES CITY. AFFILIATE ADDRESS: 4TH & EAGLE MILES CITY, MT 59301. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20AFFILIATE NAME: ROTARY CLUB OF COLUMBIA FALLS. AFFILIATE ADDRESS: PO BOX 2331 COLUMBIA FALLS, MT 59912. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21AFFILIATE NAME: ROTARY CLUB OF DEER LODGE. AFFILIATE ADDRESS: 317 MAIN ST DEER LODGE, MT 59722. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22AFFILIATE NAME: ROTARY CLUB OF EVERGREEN. AFFILIATE ADDRESS: 1390 HWY 2 EAST KALISPELL, MT 59901. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23AFFILIATE NAME: ROTARY CLUB OF GREAT FALLS. AFFILIATE ADDRESS: PO BOX 1551 GREAT FALLS, MT 59403. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24AFFILIATE NAME: ROTARY CLUB OF HAVRE. AFFILIATE ADDRESS: 1960 1ST ST NE HAVRE, MT 59501. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 165,936.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 1,076. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,373. DESCRIPTION: BANK CHARGES. AMOUNT: 182. TOTAL TO FORM 990-EZ, LINE 16: 5,631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 122,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27A PRIOR PERIOD ADJUSTMENT WAS RECORDED FOR GLOBAL GRANT FUNDS THAT ARE HELD IN TRUST BY THE ROTARY FOUNDATION FOR THE DISTRICT TO USE FOR GLOBAL GRANTS. THESE FUNDS ARE PERMANENTLY RESTRICTED FOR GLOBAL GRANTS ONLY. THE DISTRICT HAD NOT POSTED THESE ASSETS IN PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27FORM 990-EZ, PART I, LINE 20:
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MAYOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04066529500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5390 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0753108138
ReturnHeader/Filer/PhoneNum04066529500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1091
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0591031091
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0A2D4F00CD2FB35E837A239757FAC094B44AC15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B997E342144A7B1EDA30FFD72C2957B755919D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.235
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:08:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20435
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0591040435
ReturnHeader/PreparerPersonGrp/PhoneNum04062455136
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S MILLER CPA
ReturnHeader/ReturnTs02018-05-15T09:40:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.79$0.54$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.12$0.69$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.55$2.27$0.71
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.69$1.13$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.77$1.66$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.21$1.00$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.39$1.77$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.58$1.75$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.41$0.47$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$0.61$0.50$0.11
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.62$0.66$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.62$0.58$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.52$0.69$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.76$0.67$0.08