Civic Intelligence

Rotary District 5390 Foundation

990EZ • Fiscal year 2018 • EIN 75-3108138

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

PO Box 1091Billings, MT 59103-1091

(406) 652-9500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$93,343

Flat from 2018

Net Assets

Flat

$93,343

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$139,290

Flat from 2018

Expenses

Flat

$176,919

Flat from 2018

Net Income

Flat

-$37,629

Flat from 2018

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 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

2018

Assets$93,343
Liabilities$0
Net Assets$93,343

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 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

2018

Revenue$139,290
Expenses$176,919
Net Income-$37,629
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$139,290
Mission and Program Overview

Mission

Providing grants for montana rotary club rotary projects

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR COMMUNITY PROJECTS.$0$165,809
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE CARSTENSDistrict Foundation Chair-$0--
MICHAEL MAYOTTTreasurer-$0--
JOSEPH MCBRIDEDistrict Governor-$0--
RICK MOOREDistrict Governor Elect-$0--
SANDY WONGDistrict Governor Nominee-$0--
SHAWNA SECKERSecretary-$0--
MALINDA SHAFMANImmediate Past District Governor-$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
2018-11-05
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 8 - Other Revenue

Description: interest income. Amount: 3,370.

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: 56,220.

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: 4,380.

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: 4,380.

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: 11,000.

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: 3,500.

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: 46,253.

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: 240.

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: 4,380.

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: 7,077.

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: 2,628.

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: 876.

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: 4,930.

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

Affiliate name: rotary club of whitehall. Purpose of payment: grant for community projects. Amount of payment: 394.

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

Affiliate name: rotary club de mazatenango. Purpose of payment: grant for community projects. Amount of payment: 16,561. Total included on form 990-ez, line 10: 162,819.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: darrel choate. Grantee relationship: none. Date of gift: 05/17/18. Amount given: 1,220.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: george gerard. Grantee relationship: none. Date of gift: 12/05/17. Amount given: 1,770. Total included on form 990-ez, line 10: 2,990.

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

Description: conferences and conventions. Amount: 1,188. Description: program expense. Amount: 9,309. Description: bank charges. Amount: 458. Total to form 990-ez, line 16: 10,955.

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

Description: prior period adjustment. Amount: -85,914.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1,800.

Raw XML Appendix206 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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 56,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ROTARY CLUB OF HELENA. AFFILIATE ADDRESS: PO BOX 333 HELENA, MT 59624. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: ROTARY CLUB OF BIGFORK. AFFILIATE ADDRESS: PO BOX 2224 BIGFORK, MT 59911. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1201 ELAINE DRIVE ANACONDA, MT 59711. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFFILIATE NAME: THE ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 46,253.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AFFILIATE NAME: ROTARY CLUB OF BUTTE. AFFILIATE ADDRESS: PO BOX 3014 BUTTE, MT 59702. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AFFILIATE 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: 4,380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AFFILIATE NAME: ROTARY CLUB OF BILLINGS. AFFILIATE ADDRESS: PO BOX 1094 BILLINGS, MT 59103. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 7,077.
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: 2,628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AFFILIATE NAME: ROTARY CLUB OF TOWNSEND. AFFILIATE ADDRESS: PO BOX 1192 TOWNSEND, MT 59644. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12AFFILIATE NAME: ROTARY CLUB OF EVERGREEN. AFFILIATE ADDRESS: 1390 HWY 2 EAST KALISPELL, MT 59901. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,930.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13AFFILIATE NAME: ROTARY CLUB OF WHITEHALL. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14AFFILIATE NAME: ROTARY CLUB DE MAZATENANGO. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 16,561. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 162,819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: DARREL CHOATE. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/17/18. AMOUNT GIVEN: 1,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: GEORGE GERARD. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/05/17. AMOUNT GIVEN: 1,770. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 1,188. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 9,309. DESCRIPTION: BANK CHARGES. AMOUNT: 458. TOTAL TO FORM 990-EZ, LINE 16: 10,955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -85,914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,800.
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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
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MAYOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04066529500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/AtSubmissionCreationDeviceId09ED27FB4286B2FBA037CB7A1ADB3138DD167697F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B997E342144A7B1EDA30FFD72C2957B755919D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.244
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm013:50:37
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/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S MILLER CPA
ReturnHeader/ReturnTs02019-01-08T16:19:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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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
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