Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 82-6024331

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

PO Box 24Caldwell, ID 83606

(208) 459-1344

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

35th percentile

-2.8%

Higher net margin than 35% 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

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

36th percentile

-6.7%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$26,329

Up $4,707 (+22%) from 2016

Net Assets

Up

$26,329

Up $4,707 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$42,829

Down $3,077 (-6.7%) from 2016

Expenses

Down

$44,034

Down $1,833 (-4.0%) from 2016

Net Income

Down

-$1,205

Down $1,244 (-3190%) 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: $15,830Net Assets 2011: $15,8302011Assets 2012: $17,926Liabilities 2012: $50Net Assets 2012: $17,8762012Assets 2013: $25,419Liabilities 2013: $0Net Assets 2013: $25,4192013Assets 2014: $23,991Liabilities 2014: $0Net Assets 2014: $23,9912014Assets 2015: $27,691Liabilities 2015: $0Net Assets 2015: $27,6912015Assets 2016: $21,622Liabilities 2016: $0Net Assets 2016: $21,6222016Assets 2017: $26,329Liabilities 2017: $0Net Assets 2017: $26,3292017Assets 2018: $30,620Liabilities 2018: $0Net Assets 2018: $30,6202018Assets 2019: $31,772Liabilities 2019: $0Net Assets 2019: $31,7722019

Highlighted filing

2017

Assets$26,329
Liabilities$0
Net Assets$26,329

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $48,446Expenses 2011: $48,006Net Income 2011: $4402011Revenue 2012: $45,453Expenses 2012: $43,406Net Income 2012: $2,0472012Revenue 2013: $48,767Expenses 2013: $41,224Net Income 2013: $7,5432013Revenue 2014: $50,516Expenses 2014: $51,944Net Income 2014: -$1,4282014Revenue 2015: $48,039Expenses 2015: $44,338Net Income 2015: $3,7012015Revenue 2016: $45,906Expenses 2016: $45,867Net Income 2016: $392016Revenue 2017: $42,829Expenses 2017: $44,034Net Income 2017: -$1,2052017Revenue 2018: $33,016Expenses 2018: $28,721Net Income 2018: $4,2952018Revenue 2019: $32,887Expenses 2019: $31,735Net Income 2019: $1,1522019

Highlighted filing

2017

Revenue$42,829
Expenses$44,034
Net Income-$1,205
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$56,230
Mission and Program Overview

Mission

Provide educational opportunities for community youth Provide our member the opportunity to be involved in the community

To raise funds that support community projects and worldwide service projects through rotary internatinal's foundation in the areas of literacy, clean water, and other health and education related areas with a mission to help promote world peace.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - PROJECTS TO HELP BETTER LOCAL COMMUNITY, DONATE MONEY TO LOCAL SCHOOLS FOR BOOKS, DONATE MONEY TO OTHER LOCAL CHARITIES FOR SERVICE PROJECTS. MONEY WAS RAISED FOR 18 DIFFERENT SCHOOLS FOR 2ND AND 3RD GRADE BOOKS.$14,172$14,172
COMMUNITY SERVICE - MONEY WAS RAISED FOR ROTARY INTERNATIONAL'S PAUL HARRIS SOCIETY THAT PROVIDES CLEAN WATER FOR COMMUNITIES IN INDIA, EQUIPMENT FOR LIBARIES IN ECUADOR, POLIO VACCINES, EQUIPMENT FOR ORPHANS IN THE CZECH REPUBLIC, AND EYEGLASSES FOR ADULTS IN THE PHILIPPINES.$5,140$5,140
SCHOLARSHIPS - THREE INDIVIDUALS RECEIVED 1,000 SCHOLARSHIPS FOR COLLEGE.$3,000$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BAUGHMANPresident El-$0--
LEORA SUMMERSSecretary-$0--
MICHAEL HENSELTreasurer-$0--
CHRIS BATTPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rodeo Project$21,635$21,635$13,401$8,234
Total Events$21,635$21,635$13,401$8,234
Filing and Contact Details

Filer

Filer Name
Rotary International Caldwell
EIN
82-6024331
Phone
2084591344
Address
PO BOX 24, CALDWELL, ID 83606

Signing Officer

Name
Leora Summers
Title
Secretary
Phone
2084591344
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Ripley Doorn & Company Pllc
Address
824 DEARBORN ST, CALDWELL, ID 83605-4161
Preparer
Mark J Flitton CPA
Phone
2084593696
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Meals 8,750 miscellaneous 3,992 total 12,742

Form 990-ez, Part I, Line 10

Rotary foundation 1560 sherman ave evanston, il 60201 5,615 0 0 rotary international health, literacy etc 1560 sherman ave cash evanston, il 60201 6,239 0 0

Form 990-ez, Part I, Line 16

Expenses convention 2,882 dues 1,438 meals 12,547 supplies 141 miscellaneous 4,239 total 21,247

Form 990-ez, Part II, Line 24

Buildings 7,686 7,686 less accumulated depreciation 1,774 1,974 machinery & equipment 0 0 total 5,912 5,712

Form 990-ez, Part III

To raise funds that support community projects and worldwide service projects through rotary internatinal's foundation in the areas of literacy, clean water, and other health and education related areas with a mission to help promote world peace.

Form 990-ez, Part III, Line 28

Community service - projects to help better local community, donate money to local schools for books, donate money to other local charities for service projects. Money was raised for 18 different schools for 2nd and 3rd grade books.

Form 990-ez, Part III, Line 29

Community service - money was raised for rotary international's paul harris society that provides clean water for communities in india, equipment for libaries in ecuador, polio vaccines, equipment for orphans in the czech republic, and eyeglasses for adults in the philippines.

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL HENSEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02086156422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 S 9TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CALDWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09603
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1205
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026329
IRS990EZ/FundraisingGrossIncomeAmt021635
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022312
IRS990EZ/GrossReceiptsAmt056230
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012229
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026329
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026329
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN BAUGHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEORA SUMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HENSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS BATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05912
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05712
IRS990EZ/OtherExpensesTotalAmt021247
IRS990EZ/OtherRevenueTotalAmt012742
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS THAT SUPPORT COMMUNITY PROJECTS AND WORLDWIDE SERVICE PROJECTS THROUGH ROTARY INTERNATINAL'S FOUNDATION IN THE AREAS OF LITERACY, CLEAN WATER, AND OTHER HEALTH AND EDUCATION RELATED AREAS WITH A MISSION TO HELP PROMOTE WORLD PEACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - PROJECTS TO HELP BETTER LOCAL COMMUNITY, DONATE MONEY TO LOCAL SCHOOLS FOR BOOKS, DONATE MONEY TO OTHER LOCAL CHARITIES FOR SERVICE PROJECTS. MONEY WAS RAISED FOR 18 DIFFERENT SCHOOLS FOR 2ND AND 3RD GRADE BOOKS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE - MONEY WAS RAISED FOR ROTARY INTERNATIONAL'S PAUL HARRIS SOCIETY THAT PROVIDES CLEAN WATER FOR COMMUNITIES IN INDIA, EQUIPMENT FOR LIBARIES IN ECUADOR, POLIO VACCINES, EQUIPMENT FOR ORPHANS IN THE CZECH REPUBLIC, AND EYEGLASSES FOR ADULTS IN THE PHILIPPINES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS - THREE INDIVIDUALS RECEIVED 1,000 SCHOLARSHIPS FOR COLLEGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014172
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15140
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014172
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15140
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013401
IRS990EZ/SpecialEventsNetIncomeLossAmt08234
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0ID
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044034
IRS990EZ/TotalProgramServiceExpensesAmt022312
IRS990EZ/TotalRevenueAmt042829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CALDWELLROTARYCLUB.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013401
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RODEO PROJECT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021635
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08234
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEALS 8,750 MISCELLANEOUS 3,992 TOTAL 12,742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY FOUNDATION 1560 SHERMAN AVE EVANSTON, IL 60201 5,615 0 0 ROTARY INTERNATIONAL HEALTH, LITERACY ETC 1560 SHERMAN AVE CASH EVANSTON, IL 60201 6,239 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES CONVENTION 2,882 DUES 1,438 MEALS 12,547 SUPPLIES 141 MISCELLANEOUS 4,239 TOTAL 21,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUILDINGS 7,686 7,686 LESS ACCUMULATED DEPRECIATION 1,774 1,974 MACHINERY & EQUIPMENT 0 0 TOTAL 5,912 5,712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO RAISE FUNDS THAT SUPPORT COMMUNITY PROJECTS AND WORLDWIDE SERVICE PROJECTS THROUGH ROTARY INTERNATINAL'S FOUNDATION IN THE AREAS OF LITERACY, CLEAN WATER, AND OTHER HEALTH AND EDUCATION RELATED AREAS WITH A MISSION TO HELP PROMOTE WORLD PEACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SERVICE - PROJECTS TO HELP BETTER LOCAL COMMUNITY, DONATE MONEY TO LOCAL SCHOOLS FOR BOOKS, DONATE MONEY TO OTHER LOCAL CHARITIES FOR SERVICE PROJECTS. MONEY WAS RAISED FOR 18 DIFFERENT SCHOOLS FOR 2ND AND 3RD GRADE BOOKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SERVICE - MONEY WAS RAISED FOR ROTARY INTERNATIONAL'S PAUL HARRIS SOCIETY THAT PROVIDES CLEAN WATER FOR COMMUNITIES IN INDIA, EQUIPMENT FOR LIBARIES IN ECUADOR, POLIO VACCINES, EQUIPMENT FOR ORPHANS IN THE CZECH REPUBLIC, AND EYEGLASSES FOR ADULTS IN THE PHILIPPINES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEORA SUMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02084591344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CALDWELL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0826024331
ReturnHeader/Filer/PhoneNum02084591344
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 24
ReturnHeader/Filer/USAddress/CityNm0CALDWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CE31A100074E98D09158CE5CE51642211F6F1023
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2E71365C0DD6E1A1877B04DC587ECD7751670B8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820476132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIPLEY DOORN & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0824 DEARBORN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0836054161
ReturnHeader/PreparerPersonGrp/PhoneNum02084593696
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J FLITTON CPA
ReturnHeader/ReturnTs02017-11-14T10:12:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings