Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 81-6019186

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 02, 2017

PO Box 1845Whitefish, MT 59937

(406) 862-4057

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

30th percentile

-5.2%

Higher net margin than 30% 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

31st percentile

-6.3%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Down

$37,552

Down $2,511 (-6.3%) from 2016

Net Assets

Down

$36,370

Down $2,645 (-6.8%) from 2016

Liabilities

Up

$1,182

Up $134 (+13%) from 2016

Revenue

Down

$51,206

Down $15,281 (-23%) from 2016

Expenses

Down

$53,851

Down $6,062 (-10%) from 2016

Net Income

Down

-$2,645

Down $9,219 (-140%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $46,729Liabilities 2010: $348Net Assets 2010: $46,3812010Assets 2011: $54,534Liabilities 2011: $745Net Assets 2011: $53,7892011Assets 2012: $54,024Liabilities 2012: $1,259Net Assets 2012: $52,7652012Assets 2013: $60,495Liabilities 2013: $2,498Net Assets 2013: $57,9972013Assets 2014: $45,915Liabilities 2014: $2,748Net Assets 2014: $43,1672014Assets 2015: $35,558Liabilities 2015: $3,117Net Assets 2015: $32,4412015Assets 2016: $40,063Liabilities 2016: $1,048Net Assets 2016: $39,0152016Assets 2017: $37,552Liabilities 2017: $1,182Net Assets 2017: $36,3702017Assets 2018: $23,862Liabilities 2018: $1,410Net Assets 2018: $22,4522018Assets 2019: $27,632Liabilities 2019: $40Net Assets 2019: $27,5922019

Highlighted filing

2017

Assets$37,552
Liabilities$1,182
Net Assets$36,370

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $69,275Expenses 2010: $62,658Net Income 2010: $6,6172010Revenue 2011: $71,196Expenses 2011: $63,788Net Income 2011: $7,4082011Revenue 2012: $74,210Expenses 2012: $75,234Net Income 2012: -$1,0242012Revenue 2013: $69,912Expenses 2013: $64,680Net Income 2013: $5,2322013Revenue 2014: $73,065Expenses 2014: $87,895Net Income 2014: -$14,8302014Revenue 2015: $54,211Expenses 2015: $64,937Net Income 2015: -$10,7262015Revenue 2016: $66,487Expenses 2016: $59,913Net Income 2016: $6,5742016Revenue 2017: $51,206Expenses 2017: $53,851Net Income 2017: -$2,6452017Revenue 2018: $59,602Expenses 2018: $73,520Net Income 2018: -$13,9182018Revenue 2019: $32,729Expenses 2019: $27,589Net Income 2019: $5,1402019

Highlighted filing

2017

Revenue$51,206
Expenses$53,851
Net Income-$2,645
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$78,592
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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.$31,550-
THE CLUB SUPPORTS MANY LOCAL AND INTERNATIONAL PROJECTS WHICH EXEMPLIFY THE CLUB MOTTO OF "SERVICE ABOVE SELF."$18,139-
SCHOLARSHIPS ARE AWARDED TO DESERVING LOCAL HIGH SCHOOL STUDENTS ANNUALLY.$4,162-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim DalstromPresident Elect-$0--
Mireille BierensTreasurer-$0--
Clif HaydenPresident-$0--
Kent MorrisonDirector-$0--
Sue CarstensDirector-$0--
BRUCE ARONSONDirector-$0--
Joel PempertonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit of Whitefish Dinner$34,765$34,765$4,825$29,940
Total Events$34,765$34,765$26,394$8,371
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
81-6019186
Phone
4068624057
Address
PO BOX 1845, WHITEFISH, MT 59937

Signing Officer

Name
Mireille Bierens
Title
Treasurer
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Myra Appel CPA LLC
Address
61 HUMMINGBIRD LN, WHITEFISH, MT 59937
Preparer
Myra A Appel
Phone
4068624057
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $1103

Other Expenses.1007

Conferences, Conventions, and Meetings $1293

Other Expenses.1

Meals/Meetings Expense $17240

Other Expenses.2

Christmas Program Expenses $14857

Other Expenses.3

Scholarships $4162

Other Expenses.4

Rotary Dues $3769

Other Expenses.5

District Dictionary Project $2282

Other Expenses.6

Dues and Subscriptions $2200

Other Expenses.7

Donations $1150

Other Expenses.8

Recognition Roast $1100

Other Expenses.9

Christmas Lunch $1080

Other Expenses.10

Thunder/Special Olympics $1000

Other Expenses.11

Supplies $975

Other Expenses.12

Administrative Costs $664

Other Expenses.13

Credit Card Charges $329

Other Expenses.14

New Member Badges $186

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1048 Accounts Payable and Accrued Expenses - Ending $1093

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $89

Raw XML Appendix174 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/BooksInCareOfDetail/PersonNm0MIREILLE BIERENS
IRS990EZ/BooksInCareOfDetail/PhoneNum04062124031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1845
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037552
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tim Dalstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mireille Bierens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Clif Hayden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kent Morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sue Carstens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRUCE ARONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joel Pemperton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A CLUB FORMED TO FURTHER THE GOALS OF ROTARY INTERNATIONAL AT A LOCAL LEVEL.
IRS990EZ/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramServiceRevenueAmt03096
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WHITEFISH 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS ARE AWARDED TO DESERVING LOCAL HIGH SCHOOL STUDENTS ANNUALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CLUB SUPPORTS MANY LOCAL AND INTERNATIONAL PROJECTS WHICH EXEMPLIFY THE CLUB MOTTO OF "SERVICE ABOVE SELF."
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031550
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt027386
IRS990EZ/SpecialEventsNetIncomeLossAmt09250
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01048
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01182
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053851
IRS990EZ/TotalProgramServiceExpensesAmt053851
IRS990EZ/TotalRevenueAmt051206
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WHITEFISHROTARYCLUB.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026394
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT OF WHITEFISH DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09229
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09229
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034765
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08371
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012340
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012340
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals/Meetings Expense $17240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Christmas Program Expenses $14857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships $4162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary Dues $3769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District Dictionary Project $2282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues and Subscriptions $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Donations $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Recognition Roast $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Christmas Lunch $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Thunder/Special Olympics $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Administrative Costs $664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Credit Card Charges $329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15New Member Badges $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $1048 Accounts Payable and Accrued Expenses - Ending $1093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred Revenue - Beginning $0 Deferred Revenue - Ending $89
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1003
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mireille Bierens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WHITEFISH ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0816019186
ReturnHeader/Filer/PhoneNum04068624057
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1845
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYRA APPEL CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 HUMMINGBIRD LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITEFISH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059937
ReturnHeader/PreparerPersonGrp/PhoneNum04068624057
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Myra A Appel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-02T14:07:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings