Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 82-6024331

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

PO Box 24Caldwell, ID 83606

(208) 880-8426

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$30,620

Up $4,291 (+16%) from 2017

Net Assets

Up

$30,620

Up $4,291 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$33,016

Down $9,813 (-23%) from 2017

Expenses

Down

$28,721

Down $15,313 (-35%) from 2017

Net Income

Up

$4,295

Up $5,500 (+456%) from 2017

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

2018

Assets$30,620
Liabilities$0
Net Assets$30,620

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

2018

Revenue$33,016
Expenses$28,721
Net Income$4,295
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$45,030
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.$7,054$7,054
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.$4,713$4,713
SCHOLARSHIPS - THREE INDIVIDUALS RECEIVED 1,000 SCHOLARSHIPS FOR COLLEGE.$2,500$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BAUGHMANPresident-$0--
LEORA SUMMERSExecutive Se-$0--
MICHAEL HENSELTreasurer-$0--
AARON BUCKPresident El-$0--
CECILIA FLORESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rodeo Project$23,029$23,029$12,014$11,015
Total Events$23,029$23,029$12,014$11,015
Filing and Contact Details

Filer

Filer Name
Rotary International Caldwell
EIN
82-6024331
Phone
2088808426
Address
PO BOX 24, CALDWELL, ID 83606

Signing Officer

Name
Leora Summers
Title
Executive Secretary
Phone
2084591344
Signed
2018-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Ripley Doorn & Company Pllc
Address
824 DEARBORN ST, CALDWELL, ID 83605-4161
Preparer
Bryan W Sorenson CPA
Phone
2084593696
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Meals 10,106 miscellaneous 213 total 10,319

Form 990-ez, Part I, Line 16

Expenses convention 2,121 dues 1,709 insurance 250 meals 7,960 miscellaneous 356 supplies 1,471 total 13,867

Form 990-ez, Part II, Line 24

Buildings 7,686 7,686 less accumulated depreciation 1,974 2,168 machinery & equipment 0 0 total 5,712 5,518

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 Appendix144 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/PersonNm0JULIE ROBERTS
IRS990EZ/BooksInCareOfDetail/PhoneNum02083388029
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 S KIMBALL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CALDWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083605
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN BAUGHMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HENSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AARON BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CECILIA FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE SE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RODEO PROJECT
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEALS 10,106 MISCELLANEOUS 213 TOTAL 10,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONVENTION 2,121 DUES 1,709 INSURANCE 250 MEALS 7,960 MISCELLANEOUS 356 SUPPLIES 1,471 TOTAL 13,867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUILDINGS 7,686 7,686 LESS ACCUMULATED DEPRECIATION 1,974 2,168 MACHINERY & EQUIPMENT 0 0 TOTAL 5,712 5,518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4COMMUNITY 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/ExplanationTxt5COMMUNITY 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEORA SUMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02084591344
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CALDWELL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0826024331
ReturnHeader/Filer/PhoneNum02088808426
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ReturnHeader/Filer/USAddress/CityNm0CALDWELL
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.216.57.235
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:26:54
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/PreparationDt02018-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN W SORENSON CPA
ReturnHeader/ReturnTs02018-10-23T16:26:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings