Civic Intelligence

Chanhassen Rotary Foundation

990EZ • Fiscal year 2014 • EIN 83-0393931

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

PO Box 781SuiteChanhassen, MN 55317

(612) 251-7201

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$64,057

Up $5,736 (+9.8%) from 2013

Net Assets

Up

$64,057

Up $5,736 (+9.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$156,491

Up $16,597 (+12%) from 2013

Expenses

Up

$150,755

Up $27,302 (+22%) from 2013

Net Income

Down

$5,736

Down $10,705 (-65%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $122,147Liabilities 2011: $7,350Net Assets 2011: $114,7972011Assets 2012: $41,880Liabilities 2012: $0Net Assets 2012: $41,8802012Assets 2013: $58,321Liabilities 2013: $0Net Assets 2013: $58,3212013Assets 2014: $64,057Liabilities 2014: $0Net Assets 2014: $64,0572014Assets 2015: $74,005Liabilities 2015: $0Net Assets 2015: $74,0052015Assets 2016: $94,516Liabilities 2016: $0Net Assets 2016: $94,5162016Assets 2017: $85,441Liabilities 2017: $0Net Assets 2017: $85,4412017Assets 2018: $83,437Liabilities 2018: $0Net Assets 2018: $83,4372018Assets 2019: $99,099Liabilities 2019: $0Net Assets 2019: $99,0992019Assets 2020: $87,845Liabilities 2020: $0Net Assets 2020: $87,8452020Assets 2021: $126,724Liabilities 2021: $4,159Net Assets 2021: $122,5652021Assets 2022: $149,308Liabilities 2022: $0Net Assets 2022: $149,3082022Assets 2023: $191,828Liabilities 2023: $0Net Assets 2023: $191,8282023Assets 2024: $229,060Liabilities 2024: $0Net Assets 2024: $229,0602024

Highlighted filing

2014

Assets$64,057
Liabilities$0
Net Assets$64,057

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $126,4322011Revenue 2012: $152,412Expenses 2012: $182,217Net Income 2012: -$29,8052012Revenue 2013: $139,894Expenses 2013: $123,453Net Income 2013: $16,4412013Revenue 2014: $156,491Expenses 2014: $150,755Net Income 2014: $5,7362014Revenue 2015: $173,505Expenses 2015: $163,557Net Income 2015: $9,9482015Revenue 2016: $148,061Expenses 2016: $127,550Net Income 2016: $20,5112016Revenue 2017: $100,568Expenses 2017: $109,643Net Income 2017: -$9,0752017Revenue 2018: $43,197Expenses 2018: $45,201Net Income 2018: -$2,0042018Revenue 2019: $55,550Expenses 2019: $39,888Net Income 2019: $15,6622019Revenue 2020: $48,022Expenses 2020: $59,276Net Income 2020: -$11,2542020Revenue 2021: $78,574Expenses 2021: $43,854Net Income 2021: $34,7202021Revenue 2022: $118,789Expenses 2022: $92,046Net Income 2022: $26,7432022Revenue 2023: $109,303Expenses 2023: $66,783Net Income 2023: $42,5202023Revenue 2024: $123,932Expenses 2024: $86,700Net Income 2024: $37,2322024

Highlighted filing

2014

Revenue$156,491
Expenses$150,755
Net Income$5,736
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$156,491
Mission and Program Overview

Mission

To provide grants and scholarships to graduating high school seniors, participate in all levels of charitable rotary projects, and other 501(c)(3) purposes.

To provide grants and scholarships to graduating high school seniors, participate in all levels of charitable rotary projects (local and international), and other 501(c)(3) purposes.

Program Services

DescriptionGrantsExpenses
CHANHASSEN ROTARY SCHOLARSHIPs. APPROXIMATELY TWENTY FIVE SCHOLARSHIPS RANGING FROM $1,000 TO $2,500 WILL BE AWARDED TO SELECTED STUDENTS.-$38,274
JULY 4TH CELEBRATION PROVIDING A PARADE AND VARIOUS ACTIVITIES FOR THE COMMUNITY.-$31,769
Contributions to other charitable organizations$31,251-
CHIMBOTE, PERU. THE BARRIO OF CHIMBOTE, PERU SUFFERS FROM FEW JOBS, HIGH CRIME RATES AND INDESCRIBABLE POVERTY. THE CHANHASSEN ROTARY FOUNDATION PROVIDES SUPPORT THROUGH SCHOLARSHIPS. THE FOUNDATION HAS ALSO BEEN DONATING VARIOUS DONATED ITEMS IN CARGO CONTAINERS SHIPPED TO THIS IMPOVERISHED COMMUNITY.-$3,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG LOVELLFoundation Chairman-$0--
CAROL LEESecretary-$0--
JAMES SCHWARZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chanhassen Rotary Foundation
EIN
83-0393931
In Care Of
% THE ORGANIZATION
Phone
6122517201
Address
PO Box 781, Suite, Chanhassen, MN 55317

Signing Officer

Name
R James Schwarz
Title
Treasurer
Phone
9525006256
Signed
2015-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Sherburne & Dahl Ltd
Address
708 South 3rd Street Suite 510, Minneapolis, MN 55415-1145
Preparer
Kristopher E Dahl
Phone
6123383255
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:FEB FEST Amount:339

Form 990EZ Part I Line 16

Description:GALA EXPENSES Amount:40033

Form 990EZ Part I Line 16

Description:SCHOLARSHIPS Amount:38274

Form 990EZ Part I Line 16

Description:JULY 4 CELEBRATION Amount:31769

Form 990EZ Part I Line 16

Description:BREAKFAST WITH SANTA Amount:750

Form 990EZ Part I Line 16

Description:CONTRIBUTIONS Amount:21210

Form 990EZ Part I Line 16

Description:INTERNATIONAL EXCHANGE STUDENTS Amount:1666

Form 990EZ Part I Line 16

Description:STRIVE Amount:10350

Form 990EZ Part I Line 16

Description:MISCELLANEOUS Amount:62

Form 990EZ Part I Line 16

Description:SPONSORS OTHER EXPENSES Amount:1187

Form 990EZ Part I Line 16

Description:CREDIT CARD FEES Amount:3106

Raw XML Appendix195 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JULY 4TH CELEBRATION PROVIDING A PARADE AND VARIOUS ACTIVITIES FOR THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Contributions to other charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031251
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IRS990ScheduleA/InvestmentIncomeCYPct00.00077
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0731854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:FEB FEST Amount:339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:GALA EXPENSES Amount:40033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:SCHOLARSHIPS Amount:38274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:JULY 4 CELEBRATION Amount:31769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:BREAKFAST WITH SANTA Amount:750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CONTRIBUTIONS Amount:21210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:INTERNATIONAL EXCHANGE STUDENTS Amount:1666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:STRIVE Amount:10350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:MISCELLANEOUS Amount:62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:SPONSORS OTHER EXPENSES Amount:1187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:CREDIT CARD FEES Amount:3106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R James Schwarz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09525006256
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chanhassen Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAN
ReturnHeader/Filer/EIN0830393931
ReturnHeader/Filer/InCareOfNm0% THE ORGANIZATION
ReturnHeader/Filer/PhoneNum06122517201
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 781
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0Chanhassen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055317
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0708 South 3rd Street Suite 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554151145
ReturnHeader/PreparerPersonGrp/PhoneNum06123383255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristopher E Dahl
ReturnHeader/ReturnTs02015-08-13T08:30:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.24$0.87$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.09$0.67$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.19$0.92$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$0.79$0.44$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.48$0.59$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.56$0.40$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.43$0.45$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.01$1.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.48$1.28$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.74$1.64$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.56$1.51$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.40$1.23$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$1.52$1.82$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.07$1.15$1.26