Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 81-6013898

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 08, 2018

PO Box 922Polson, MT 59860-0922

(406) 270-7826

Siviq Scores

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

Liabilities / Assets

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

6.7%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$30,244

Down $3,880 (-11%) from 2016

Net Assets

$21,994

No earlier filing loaded for comparison.

Liabilities

Down

$8,250

Down $2,394 (-22%) from 2016

Revenue

Up

$39,192

Up $2,468 (+6.7%) from 2016

Expenses

Down

$40,678

Down $1,296 (-3.1%) from 2016

Net Income

Up

-$1,486

Up $3,764 (+72%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $32,981Liabilities 2011: $3002011Assets 2012: $31,027Liabilities 2012: $4602012Assets 2013: $32,432Liabilities 2013: $3022013Assets 2014: $31,849Liabilities 2014: $1,2302014Assets 2015: $30,364Liabilities 2015: $1,6342015Assets 2016: $34,124Liabilities 2016: $10,6442016Assets 2017: $30,244Liabilities 2017: $8,250Net Assets 2017: $21,9942017

Highlighted filing

2017

Assets$30,244
Liabilities$8,250
Net Assets$21,994

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $35,949Expenses 2011: $32,741Net Income 2011: $3,2082011Revenue 2012: $33,327Expenses 2012: $35,441Net Income 2012: -$2,1142012Revenue 2013: $34,574Expenses 2013: $33,011Net Income 2013: $1,5632013Revenue 2014: $34,969Expenses 2014: $36,480Net Income 2014: -$1,5112014Revenue 2015: $35,941Expenses 2015: $37,830Net Income 2015: -$1,8892015Revenue 2016: $36,724Expenses 2016: $41,974Net Income 2016: -$5,2502016Revenue 2017: $39,192Expenses 2017: $40,678Net Income 2017: -$1,4862017

Highlighted filing

2017

Revenue$39,192
Expenses$40,678
Net Income-$1,486
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$39,192
Mission and Program Overview

Mission

BUSINESS LEAGUE

Program Services

DescriptionGrantsExpenses
LUNCHES WITH EDUCATIONAL PURPOSES-$23,417
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRAYDON MOLLDirector-$0--
JAMES OATESTreasurer-$0--
LARRY PELTZDirector-$0--
DAN BARZDirector-$0--
JOE BLACKER MERLE PARISEDirectors-$0--
MEGAN BEARD TOM CAMPBELLDirectors-$0--
LARRY ASHCRAFTPresident-$0--
KEN SILERDirector-$0--
KEITH URBACH ROXANNE DUCKWORTHDirectors-$0--
DEE DEE BLANEYDirector-$0--
GYPSY RAYPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
81-6013898
Address
PO BOX 922, POLSON, MT 59860-0922

Signing Officer

Name
James Oates
Title
Treasurer
Phone
4062707826
Signed
2018-02-08
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity donation grantee all others less than $5000 street po box 922 city, state, zip polson, mt 59860relationship none amount 2,482

Description of other expenses Part I line 16

Description amountdistrict conference 1,283district dues 5,436international dues 5,724kiwanis game 549bad debts 106gratis lunches 286tasmanian lunch 200

Description of other assets Part II line 24

Category beginning of year end of yearaccts rec 7,384 7,044undeposited funds 205 0

Description of total liabilities Part II line 26

Category beginning of year end of yeardue to polson foundation 1,934 0dues billed in advance 8,710 8,250

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04062707826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 922
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POLSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0598600922
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN BARZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE BLACKER MERLE PARISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN BEARD TOM CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LARRY ASHCRAFT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEITH URBACH ROXANNE DUCKWORTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEAGUE
IRS990EZ/PrintingPublicationsPostageAmt01195
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040678
IRS990EZ/TotalProgramServiceExpensesAmt023417
IRS990EZ/TotalRevenueAmt039192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY DONATION GRANTEE ALL OTHERS LESS THAN $5000 STREET PO BOX 922 CITY, STATE, ZIP POLSON, MT 59860RELATIONSHIP NONE AMOUNT 2,482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDISTRICT CONFERENCE 1,283DISTRICT DUES 5,436INTERNATIONAL DUES 5,724KIWANIS GAME 549BAD DEBTS 106GRATIS LUNCHES 286TASMANIAN LUNCH 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCTS REC 7,384 7,044UNDEPOSITED FUNDS 205 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDUE TO POLSON FOUNDATION 1,934 0DUES BILLED IN ADVANCE 8,710 8,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062707826
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0816013898
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 922
ReturnHeader/Filer/USAddress/CityNm0POLSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0598600922
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050F315D600B368CA1C4B5635C92E2E14CB2F8F0E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050F315D600B368CA1C4B5635C92E2E14CB2F8F0E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId081026020180395git3w0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.208.27.3
ReturnHeader/FilingSecurityInformation/IPDt02018-02-08
ReturnHeader/FilingSecurityInformation/IPTm013:23:37
ReturnHeader/ReturnTs02018-02-08T13:20:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings