Civic Intelligence

Coeur D'Alene Rotary Club Inc

990EZ • Fiscal year 2018 • EIN 82-6024332

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

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

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

19th percentile

-15%

Higher net margin than 19% 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

3rd percentile

-75%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$81,188

Down $237,356 (-75%) from 2017

Net Assets

Down

$66,408

Down $21,927 (-25%) from 2017

Liabilities

Down

$14,780

Down $215,429 (-94%) from 2017

Revenue

Down

$144,801

Down $23,882 (-14%) from 2017

Expenses

Up

$166,728

Up $7,540 (+4.7%) from 2017

Net Income

Down

-$21,927

Down $31,422 (-331%) from 2017

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

2018

Assets$81,188
Liabilities$14,780
Net Assets$66,408

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

2018

Revenue$144,801
Expenses$166,728
Net Income-$21,927
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$148,451
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.$31,479$136,183
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODY AZEVEDOPresidentPT$0--
BOB BURTONPast PresidePT$0--
KIMBER GATESPresident ElPT$0--
MICHAEL NAILTreasurerPT$0--
DAN SCHREIBERSecretaryPT$0--
DON ALLENDirectorPT$0--
STEPHEN MCCREADirectorPT$0--
CLAUDIA BRENNANDirectorPT$0--
SCOTT CARLSONDirectorPT$0--
JIM ADDISDirector-$0--
KATHY REAGAN-LARSONDirector-$0--
JACK RIGGSDirector-$0--
JIM PIERCEDirectorPT$0--
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
Jody Azevedo
Title
President
Phone
2087651091
Signed
2018-10-29
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

Name: coeur d'alene rotary non profit address: po box 444 coeur d'alene, id 83816 cash contribution: 30,084

Form 990-ez, Part I, Line 16

Membership dues directors bond insurance 298 district 5080 581 membership dues 21,658 bad debts 2,780 member lunches administrative 3,094 rotary website 827 meal cost 72,837 board meetings 3,912 special events 4,848 convention fees 5,611 music 2,000 merchant fees 1,736 miscellaneous 1,343 total 121,525

Form 990-ez, Part II, Line 24

Accounts receivable 27,827 13,985 due from foundation 38,194 0 funds held for others 186,990 0 total 253,011 13,985

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 12,596 14,680 grants payable 30,000 0 paul harris foundation clearing 700 100 funds held for others 186,913 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 Appendix156 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/TitleTxt6DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: COEUR D'ALENE ROTARY NON PROFIT ADDRESS: PO BOX 444 COEUR D'ALENE, ID 83816 CASH CONTRIBUTION: 30,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES DIRECTORS BOND INSURANCE 298 DISTRICT 5080 581 MEMBERSHIP DUES 21,658 BAD DEBTS 2,780 MEMBER LUNCHES ADMINISTRATIVE 3,094 ROTARY WEBSITE 827 MEAL COST 72,837 BOARD MEETINGS 3,912 SPECIAL EVENTS 4,848 CONVENTION FEES 5,611 MUSIC 2,000 MERCHANT FEES 1,736 MISCELLANEOUS 1,343 TOTAL 121,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 27,827 13,985 DUE FROM FOUNDATION 38,194 0 FUNDS HELD FOR OTHERS 186,990 0 TOTAL 253,011 13,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,596 14,680 GRANTS PAYABLE 30,000 0 PAUL HARRIS FOUNDATION CLEARING 700 100 FUNDS HELD FOR OTHERS 186,913 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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M NAIL CPA
ReturnHeader/ReturnTs02018-10-31T07:46:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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