Civic Intelligence

Coeur D'Alene Rotary Club Inc

990EZ • Fiscal year 2021 • EIN 82-6024332

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 21, 2021

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

68th percentile

0.03x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

-5.3%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$92,273

Down $36,697 (-28%) from 2020

Net Assets

Down

$89,676

Down $32,625 (-27%) from 2020

Liabilities

Down

$2,597

Down $4,072 (-61%) from 2020

Revenue

Down

$149,719

Down $8,346 (-5.3%) from 2020

Expenses

Up

$182,344

Up $60,883 (+50%) from 2020

Net Income

Down

-$32,625

Down $69,229 (-189%) from 2020

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

2021

Assets$92,273
Liabilities$2,597
Net Assets$89,676

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

2021

Revenue$149,719
Expenses$182,344
Net Income-$32,625
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 21, 2021
Return Version
2020v4.0
Gross Receipts
$149,719
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.$80,000$166,868
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDIA BRENNANPresidentPT$0--
CANDACE GODWINPresident ElPT$0--
DAN SCHREIBERSecretaryPT$0--
MICHAEL NAILTreasurerPT$0--
JULIE AMADORDirectorPT$0--
STEVE CHILDERSDirectorPT$0--
DAN CRAWFORDDirectorPT$0--
MIRANDA HAMILTONDirectorPT$0--
ASHLEY LENZDirectorPT$0--
ROBERT MCFARLANDDirectorPT$0--
DOUG RUPIPERDirectorPT$0--
BRITT TOWERYDirectorPT$0--
LUKE RUSSELLPast PresidePT$0--
KIMBER GATESExecutive SePT$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
Claudia Brennan
Title
President
Phone
2087651091
Signed
2021-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Cda-cpa Group Pllp
Address
618 N 4TH STREET, COEUR D ALENE, ID 83814
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: 80,000

Form 990-ez, Part I, Line 16

Membership dues new member orientation 970 directors bond insurance 298 membership dues 23,722 member lunches advertising/promotional 1,783 education & scholarship 49 computer & technical 5,627 quickbooks payments fees 2,171 administrative 4,876 recognition 6,242 special events 1,721 board meetings 3,442 meal cost 39,018 total 89,919

Form 990-ez, Part II, Line 24

Accounts receivable 6,226 9,539 total 6,226 9,539

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 6,269 2,597 phf clearing 400 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 Appendix167 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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CompensationExplanation/CompensationExplanationGrp/PersonNm4JULIE AMADOR
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CompensationExplanation/CompensationExplanationGrp/PersonNm6DAN CRAWFORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDACE GODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN SCHREIBER
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IRS990EZ/WebsiteAddressTxt0WWW.COEURDALENEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: COEUR D'ALENE ROTARY NON PROFIT ADDRESS: PO BOX 444 COEUR D'ALENE, ID 83816 CASH CONTRIBUTION: 80,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES NEW MEMBER ORIENTATION 970 DIRECTORS BOND INSURANCE 298 MEMBERSHIP DUES 23,722 MEMBER LUNCHES ADVERTISING/PROMOTIONAL 1,783 EDUCATION & SCHOLARSHIP 49 COMPUTER & TECHNICAL 5,627 QUICKBOOKS PAYMENTS FEES 2,171 ADMINISTRATIVE 4,876 RECOGNITION 6,242 SPECIAL EVENTS 1,721 BOARD MEETINGS 3,442 MEAL COST 39,018 TOTAL 89,919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 6,226 9,539 TOTAL 6,226 9,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,269 2,597 PHF CLEARING 400 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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CLAUDIA BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02087651091
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-21
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ReturnHeader/Filer/EIN0826024332
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ReturnHeader/Filer/USAddress/CityNm0COEUR DALENE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0618 N 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COEUR D ALENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083814
ReturnHeader/PreparerPersonGrp/PhoneNum02087651091
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M NAIL CPA
ReturnHeader/ReturnTs02021-07-22T13:08:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAUDIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENNAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits