Civic Intelligence

Coeur D'Alene Rotary Club Inc

990EZ • Fiscal year 2017 • EIN 82-6024332

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 15, 2017

PO Box 444Coeur Dalene, ID 83816

(208) 777-1099

Siviq Scores

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

Liabilities / Assets

94th percentile

0.72x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.36x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

56th percentile

5.6%

Higher net margin than 56% 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

98th percentile

252%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

88th percentile

41%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$318,544

Up $227,984 (+252%) from 2016

Net Assets

Up

$88,335

Up $9,495 (+12%) from 2016

Liabilities

Up

$230,209

Up $218,489 (+1864%) from 2016

Revenue

Up

$168,683

Up $49,076 (+41%) from 2016

Expenses

Down

$159,188

Down $8,532 (-5.1%) from 2016

Net Income

Up

$9,495

Up $57,608 (+120%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $84,430Liabilities 2011: $8,788Net Assets 2011: $75,6422011Assets 2012: $88,228Liabilities 2012: $3,538Net Assets 2012: $84,6902012Assets 2013: $100,658Liabilities 2013: $1,801Net Assets 2013: $98,8572013Assets 2014: $164,170Liabilities 2014: $43,897Net Assets 2014: $120,2732014Assets 2015: $239,988Liabilities 2015: $113,035Net Assets 2015: $126,9532015Assets 2016: $90,560Liabilities 2016: $11,720Net Assets 2016: $78,8402016Assets 2017: $318,544Liabilities 2017: $230,209Net Assets 2017: $88,3352017Assets 2018: $81,188Liabilities 2018: $14,780Net Assets 2018: $66,4082018Assets 2019: $95,327Liabilities 2019: $9,630Net Assets 2019: $85,6972019Assets 2020: $128,970Liabilities 2020: $6,669Net Assets 2020: $122,3012020Assets 2021: $92,273Liabilities 2021: $2,597Net Assets 2021: $89,6762021Assets 2022: $123,509Liabilities 2022: $10,001Net Assets 2022: $113,5082022Assets 2023: $63,935Liabilities 2023: $13,517Net Assets 2023: $50,4182023Assets 2024: $83,548Liabilities 2024: $1,100Net Assets 2024: $82,4482024Assets 2025: $68,510Liabilities 2025: $9,285Net Assets 2025: $59,2252025

Highlighted filing

2017

Assets$318,544
Liabilities$230,209
Net Assets$88,335

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $125,269Expenses 2011: $117,265Net Income 2011: $8,0042011Expenses 2012: $119,3412012Revenue 2013: $124,086Expenses 2013: $109,919Net Income 2013: $14,1672013Revenue 2014: $124,542Expenses 2014: $103,126Net Income 2014: $21,4162014Revenue 2015: $122,577Expenses 2015: $115,897Net Income 2015: $6,6802015Revenue 2016: $119,607Expenses 2016: $167,720Net Income 2016: -$48,1132016Revenue 2017: $168,683Expenses 2017: $159,188Net Income 2017: $9,4952017Revenue 2018: $144,801Expenses 2018: $166,728Net Income 2018: -$21,9272018Revenue 2019: $152,967Expenses 2019: $133,678Net Income 2019: $19,2892019Revenue 2020: $158,065Expenses 2020: $121,461Net Income 2020: $36,6042020Revenue 2021: $149,719Expenses 2021: $182,344Net Income 2021: -$32,6252021Revenue 2022: $192,909Expenses 2022: $169,077Net Income 2022: $23,8322022Revenue 2023: $186,760Expenses 2023: $249,850Net Income 2023: -$63,0902023Revenue 2024: $193,896Expenses 2024: $161,866Net Income 2024: $32,0302024Revenue 2025: $192,716Expenses 2025: $215,941Net Income 2025: -$23,2252025

Highlighted filing

2017

Revenue$168,683
Expenses$159,188
Net Income$9,495
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$168,683
Mission and Program Overview

Mission

Civic service organization

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES A FORUM FOR BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS TO BECOME ACQUAINTED IN ORDER TO PROVIDE SERVICE TO OTHERS, PROMOTE HIGH ETHICAL STANDARDS AND ADVANCE AN INTERNATIONAL UNDERSTANDING OF GOODWILL AND PEACE. NEWSLETTER ISSUED WEEKLY AND CONTAINS INFORMATION ON UPCOMING MEETINGS INCLUDING DATES, TIMES AND SPEAKER BIOGRAPHIES. NEWSLETTERS ARE E-MAILED. A COPY IS ALSO MAINTAINED ON THE WEBSITE.$37,976$138,206
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI ROGERSPast PresidePT$0--
BOB BURTONPresidentPT$0--
RON OURENDirectorPT$0--
MICHAEL NAILTreasurerPT$0--
DAN SCHREIBERSecretaryPT$0--
CLAUDIA BRENNANDirectorPT$0--
SCOTT CARLSONDirectorPT$0--
RUSS PORTERDirectorPT$0--
KIMBER GATESDirectorPT$0--
MICHELE DIRKSDirectorPT$0--
STEPHEN MCCREADirectorPT$0--
LUKE RUSSELLDirectorPT$0--
JIM PIERCEDirectorPT$0--
DON ALLENDirectorPT$0--
JODY AZEVEDOPresident ElPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
COEUR D'IRISH$38,193---
Total Events$38,193---
Filing and Contact Details

Filer

Filer Name
COEUR D'ALENE ROTARY CLUB INC
EIN
82-6024332
Address
PO BOX 444, COEUR DALENE, ID 83816

Signing Officer

Name
Bob Burton
Title
President
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
NORTH IDAHO CPA'S LLP
Address
250 NORTHWEST BLVD STE 102, COEUR DALENE, ID 83814-2971
Preparer
Michael M Nail CPA
Phone
2087651091
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Coeur d'alene rotary non profit coeur d'alene rotary non profit po box 444 35,250 0 po box 444 0 coeur d'alene, id 83816

Form 990-ez, Part I, Line 16

Membership dues directors bond insurance 298 membership dues 20,324 bad debts 9,049 member lunches administrative 2,859 rotary website 827 meal cost 70,136 board meetings 2,264 special events 721 convention fees 4,719 merchant fees 2,365 miscellaneous 90 total 113,652

Form 990-ez, Part II, Line 24

Accounts receivable 26,874 27,827 due from foundation 8,645 38,194 funds held for others 0 186,990 total 35,519 253,011

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 900 12,596 grants payable 0 30,000 paul harris foundation clearing 660 700 funds held for others 0 186,913 accrued liabilities 10,160 0

Form 990-ez, Part III, Line 28

The organization provides a forum for business, professional and community leaders to become acquainted in order to provide service to others, promote high ethical standards and advance an international understanding of goodwill and peace. Newsletter issued weekly and contains information on upcoming meetings including dates, times and speaker biographies. Newsletters are e-mailed. A copy is also maintained on the website.

Raw XML Appendix161 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/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB BURTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL NAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN SCHREIBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JODY AZEVEDO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
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IRS990EZ/ProgramServiceRevenueAmt0126821
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038193
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COEUR D'ALENE ROTARY NON PROFIT COEUR D'ALENE ROTARY NON PROFIT PO BOX 444 35,250 0 PO BOX 444 0 COEUR D'ALENE, ID 83816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES DIRECTORS BOND INSURANCE 298 MEMBERSHIP DUES 20,324 BAD DEBTS 9,049 MEMBER LUNCHES ADMINISTRATIVE 2,859 ROTARY WEBSITE 827 MEAL COST 70,136 BOARD MEETINGS 2,264 SPECIAL EVENTS 721 CONVENTION FEES 4,719 MERCHANT FEES 2,365 MISCELLANEOUS 90 TOTAL 113,652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 26,874 27,827 DUE FROM FOUNDATION 8,645 38,194 FUNDS HELD FOR OTHERS 0 186,990 TOTAL 35,519 253,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 900 12,596 GRANTS PAYABLE 0 30,000 PAUL HARRIS FOUNDATION CLEARING 660 700 FUNDS HELD FOR OTHERS 0 186,913 ACCRUED LIABILITIES 10,160 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES A FORUM FOR BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS TO BECOME ACQUAINTED IN ORDER TO PROVIDE SERVICE TO OTHERS, PROMOTE HIGH ETHICAL STANDARDS AND ADVANCE AN INTERNATIONAL UNDERSTANDING OF GOODWILL AND PEACE. NEWSLETTER ISSUED WEEKLY AND CONTAINS INFORMATION ON UPCOMING MEETINGS INCLUDING DATES, TIMES AND SPEAKER BIOGRAPHIES. NEWSLETTERS ARE E-MAILED. A COPY IS ALSO MAINTAINED ON THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/Filer/EIN0826024332
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 NORTHWEST BLVD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COEUR DALENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
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ReturnHeader/PreparerPersonGrp/PhoneNum02087651091
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M NAIL CPA
ReturnHeader/ReturnTs02017-11-09T13:35:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.09$0.59$1.93$2.16$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.82$1.94$1.62$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.14$0.50$1.87$2.50$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.10$1.14$1.93$1.69$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.90$1.50$1.82$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.07$1.22$1.58$1.21$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.86$1.53$1.34$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.15$0.66$1.45$1.67$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.19$2.30$0.88$1.69$1.59$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.12$0.79$1.20$1.68$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.40$1.13$1.27$1.23$1.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.44$1.20$1.25$1.03$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.99$1.24$1.10$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.04$0.85$1.19
2011Summary only. Only limited summary data is available for this year.$0.84$0.09$0.76$1.25$1.17$0.08