Rotary International

990EZ • Fiscal year 2013 • EIN 81-6019186

Jul 01, 2012 to Jun 30, 2013 • Filed on May 06, 2014

Organization Profile WWW.WHITEFISHROTARYCLUB.ORG

PO Box 1845Whitefish, MT 59937

Siviq Scores

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

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

7.5%

Higher net margin than 60% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

12%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

-5.8%

Faster revenue growth than 35% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets70th percentile

Assets

$60,495

Up $6,471 (+12%) from 2012

Net Assets

$57,997

Up $5,232 (+9.9%) from 2012

Liabilities

$2,498

Up $1,239 (+98%) from 2012

Revenue And Expenses

Liabilities / Revenue71st percentile Net Margin60th percentile

Revenue

Down

$69,912

Down $4,298 (-5.8%) from 2012

Expenses

Down

$64,680

Down $10,554 (-14%) from 2012

Net Income

$5,232

Up $6,256 (+611%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$60,495

Liabilities$2,498

Net Assets$57,997

Open 2013 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2013

Revenue$69,912

Expenses$64,680

Net Income$5,232

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: May 6, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

A club formed to further the goals of rotary international at a local level.

Filing and Contact Details

Filer

EIN: 81-6019186

Raw XML Appendix191 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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IRS990EZ/CashSavingsAndInvestments/BOY	0	54024
IRS990EZ/CashSavingsAndInvestments/EOY	0	60495
IRS990EZ/ContributionsGiftsGrantsEtc	0	18321
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	5232
IRS990EZ/FeesAndOthPymtToIndContractors	0	307
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	29432
IRS990EZ/GrossReceipts	0	82518
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GroupExemptionNumber	0	0573
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	19
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	30838
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	52765
IRS990EZ/NetAssetsOrFundBalancesBOY	0	52765
IRS990EZ/NetAssetsOrFundBalances/EOY	0	57997
IRS990EZ/NetAssetsOrFundBalancesEOY	0	57997
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	4.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	4.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Kent Morrison
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Joe Basirico
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Michelle Reese
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	MARK KUHR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Michael Moffitt
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	A J Spear
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Christy Wells
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	William Bayne
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President Elect
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Treasurer
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	64259
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	A CLUB FORMED TO FURTHER THE GOALS OF ROTARY INTERNATIONAL AT A LOCAL LEVEL.
IRS990EZ/PrintingPublicationsPostage	0	114
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE CLUB SUPPORTS MANY LOCAL AND INTERNATIONAL PROJECTS WHICH EXEMPLIFY THE CLUB MOTTO OF "SERVICE ABOVE SELF."
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	SCHOLARSHIPS ARE AWARDED TO DESERVING LOCAL HIGH SCHOOL STUDENTS ANNUALLY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	WHITEFISH ROTARY IS A CLUB FORMED OF COMMUNITY BUSINESS LEADERS TO PROVIDE: 1.) SERVICE TO THE LOCAL COMMUNITY;2.) CONTRIBUTIONS TO FURTHER THE AIMS OF ROTARY INTERNATIONAL; 3.) FELLOWSHIP AMONG COMMUNITY LEADERS WHO SHARE A COMMON MORAL PHYLOSOPHY OF SERVICE TO OTHERS AND HONEST BUSINESS PRACTICES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	32962
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	2000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	29718
IRS990EZ/ProgramServiceRevenue	0	3908
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	12606
IRS990EZ/SpecialEventsNetIncomeLoss	0	16826
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	1259
IRS990EZ/SumOfTotalLiabilities/EOY	0	2498
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	PO BOX 1845
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	WHITEFISH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	59937
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	BILL BAYNE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	4062606796
IRS990EZ/TotalAssets/BOY	0	54024
IRS990EZ/TotalAssets/EOY	0	60495
IRS990EZ/TotalExpenses	0	64680
IRS990EZ/TotalProgramServiceExpenses	0	64680
IRS990EZ/TotalRevenue	0	69912
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	WWW.WHITEFISHROTARYCLUB.ORG
IRS990ScheduleG/EventsInformation/CashPrizesEvent1	0	3700
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents	0	3700
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1	0	2000
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal	0	2000
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	11264
IRS990ScheduleG/EventsInformation/EntertainmentEvent1	0	600
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents	0	600
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	5813
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents	0	5813
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	28228
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	28228
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	26228
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	26228
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	SPIRIT OF WHITEFISH DINNER
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	14964
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	1151
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	1151
IRS990ScheduleO/GeneralExplanation/Explanation	0	Gary Elliott Fund - Beginning $0 Gary Elliott Fund - Ending $1053
IRS990ScheduleO/GeneralExplanation/Explanation	1	Paul Harris Fund - Beginning $1259 Paul Harris Fund - Ending $1445
IRS990ScheduleO/GeneralExplanation/Explanation	2	Bank and Credit Card Charges $626
IRS990ScheduleO/GeneralExplanation/Explanation	3	Polio Plus Program $1000
IRS990ScheduleO/GeneralExplanation/Explanation	4	National Club Projects $1000
IRS990ScheduleO/GeneralExplanation/Explanation	5	Scholarships $2000
IRS990ScheduleO/GeneralExplanation/Explanation	6	International Club Projects $3500
IRS990ScheduleO/GeneralExplanation/Explanation	7	Donations Made $4896
IRS990ScheduleO/GeneralExplanation/Explanation	8	Soccer Field Project $5777
IRS990ScheduleO/GeneralExplanation/Explanation	9	Rotary International Dues $8697
IRS990ScheduleO/GeneralExplanation/Explanation	10	Christmas Program Expenses $15790
IRS990ScheduleO/GeneralExplanation/Explanation	11	Meals/Meetings Expense $18110
IRS990ScheduleO/GeneralExplanation/Explanation	12	Conferences, Conventions, and Meetings $1701
IRS990ScheduleO/GeneralExplanation/Explanation	13	Information Technology $1082
IRS990ScheduleO/GeneralExplanation/Explanation	14	Advertising and Promotion $80
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.2
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	9	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	10	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	11	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	12	Form 990-EZ, Part I, Line 16.1007
IRS990ScheduleO/GeneralExplanation/Identifier	13	Form 990-EZ, Part I, Line 16.1003
IRS990ScheduleO/GeneralExplanation/Identifier	14	Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	9	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	10	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	11	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	12	Other Expenses.1007
IRS990ScheduleO/GeneralExplanation/ReturnReference	13	Other Expenses.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference	14	Other Expenses.1001
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	816019186
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROTARY INTERNATIONAL
ReturnHeader/Filer/Name/BusinessNameLine2	0	WHITEFISH ROTARY CLUB
ReturnHeader/Filer/NameControl	0	ROTA
ReturnHeader/Filer/Phone	0	4068624057
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 1845
ReturnHeader/Filer/USAddress/City	0	WHITEFISH
ReturnHeader/Filer/USAddress/State	0	MT
ReturnHeader/Filer/USAddress/ZIPCode	0	59937
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-05-06
ReturnHeader/Officer/Name	0	William Bayne
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	MYRA APPEL CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO Box 4223
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WHITEFISH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	59937
ReturnHeader/Preparer/Name	0	Myra A Appel
ReturnHeader/Preparer/Phone	0	4068624057
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-05-06T11:03:47-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $60,495
Liabilities: $2,498
Net assets: $57,997
Revenue: $69,912
Expenses: $64,680
Net income: $5,232

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$27.6	$0.04	$27.6	$32.7	$27.6	$5.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.9	$1.41	$22.5	$59.6	$73.5	$13.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$37.6	$1.18	$36.4	$51.2	$53.9	$2.65
2016Detailed filing. Detailed filing data is available for this year.	$40.1	$1.05	$39.0	$66.5	$59.9	$6.57
2015Detailed filing. Detailed filing data is available for this year.	$35.6	$3.12	$32.4	$54.2	$64.9	$10.7
2014Detailed filing. Detailed filing data is available for this year.	$45.9	$2.75	$43.2	$73.1	$87.9	$14.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$60.5	$2.50	$58.0	$69.9	$64.7	$5.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$54.0	$1.26	$52.8	$74.2	$75.2	$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$54.5	$0.75	$53.8	$71.2	$63.8	$7.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$46.7	$0.35	$46.4	$69.3	$62.7	$6.62