Civic Intelligence

Rotary Club of Evergreen

990EZ • Fiscal year 2014 • EIN 84-1057399

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 26, 2015

Organization Profilewww.evergreenrotary.org
PO Box 3057Evergreen, CO 80437

(303) 674-5561

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.13x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-20%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$40,889

Down $10,244 (-20%) from 2013

Net Assets

$32,393

No earlier filing loaded for comparison.

Liabilities

Down

$8,496

Down $2,145 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin21st percentile

Revenue

Down

$67,911

Down $11,902 (-15%) from 2013

Expenses

Down

$76,010

Down $14,613 (-16%) from 2013

Net Income

Up

-$8,099

Up $2,711 (+25%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$80K$60K$40K$20K$0Assets 2010: $36,138Liabilities 2010: $9802010Assets 2012: $53,316Liabilities 2012: $2,0152012Assets 2013: $51,133Liabilities 2013: $10,6412013Assets 2014: $40,889Liabilities 2014: $8,496Net Assets 2014: $32,3932014Assets 2015: $28,422Liabilities 2015: $90Net Assets 2015: $28,3322015Assets 2016: $42,912Net Assets 2016: $42,9122016Assets 2017: $56,258Net Assets 2017: $56,2582017Assets 2018: $58,551Net Assets 2018: $58,5512018Assets 2019: $62,234Net Assets 2019: $62,2342019Assets 2020: $61,153Net Assets 2020: $61,1532020Assets 2021: $69,074Liabilities 2021: $3,098Net Assets 2021: $65,9762021

Highlighted filing

2014

Assets$40,889
Liabilities$8,496
Net Assets$32,393
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $80,864Expenses 2010: $77,666Net Income 2010: $3,1982010Revenue 2012: $81,492Expenses 2012: $65,541Net Income 2012: $15,9512012Revenue 2013: $79,813Expenses 2013: $90,623Net Income 2013: -$10,8102013Revenue 2014: $67,911Expenses 2014: $76,010Net Income 2014: -$8,0992014Revenue 2015: $84,269Expenses 2015: $74,387Net Income 2015: $9,8822015Revenue 2016: $85,570Expenses 2016: $70,990Net Income 2016: $14,5802016Revenue 2017: $91,272Expenses 2017: $77,926Net Income 2017: $13,3462017Revenue 2018: $94,069Expenses 2018: $91,776Net Income 2018: $2,2932018Revenue 2019: $137,195Expenses 2019: $134,119Net Income 2019: $3,0762019Revenue 2020: $79,928Expenses 2020: $70,096Net Income 2020: $9,8322020Revenue 2021: $37,681Expenses 2021: $32,858Net Income 2021: $4,8232021

Highlighted filing

2014

Revenue$67,911
Expenses$76,010
Net Income-$8,099
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 26, 2015
Return Version
2013v4.0
Gross Receipts
$67,911
Mission and Program Overview

Mission

Contributions of time and money to local & international humanitarian projects.

Program Services

DescriptionGrantsExpenses
CLUB - Funds spent to maintain the membership. Dues remitted to Rotary International, monies spent for meeting meals and functions and supplies.$65,290-
Vocational - CONTINUED WORK WITH INTERACT HIGH SCHOOL PROGRAMS, COMMUNITY LITERACY PROGRAMS, INTERNATIONAL STUDY PROJECTS AND VOCATIONAL PROGRAMS$3,399-
International - Monies spent to support foreign exchange students and various projects that Rotary club members participate in that are of international interest and benefit.$1,621-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet BallantyneSecretaryPT$0--
John SeeversTreasurerPT$0--
Sam SmithPresidentPT$0--
Filing and Contact Details

Filer

EIN
84-1057399
Phone
3036745561

Signing Officer

Name
John Seevers
Title
Treasurer
Signed
2015-01-26

Preparer

Preparer
John Seevers CPA
Phone
3036745561
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CLUB SERVICE $65291”

Other Expenses.2

“General Operating & Admin $4917”

Other Expenses.3

“Vocational services $3649”

Other Expenses.4

“International services $1621”

Other Expenses.5

“COMMUNITY SERVICES $362”

Other Expenses.6

“MEMBER SUPPLIES $170”

Other Assets.1005

“Accounts Receivable - Beginning $7698 Accounts Receivable - Ending $14277”

Other Assets.1

“DEPOSITS - EVERGREEN COUNTRY DAY - Beginning $600 DEPOSITS - EVERGREEN COUNTRY DAY - Ending $600”

Total Liabilities.1

“Due to Evergreen Rotary Foundation - Beginning $4045 Due to Evergreen Rotary Foundation - Ending $6246”

Total Liabilities.2

“Due to Rotary International - Beginning $6596 Due to Rotary International - Ending $2250”

Raw XML Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John Seevers
IRS990EZ/BooksInCareOfDetail/PhoneNum03036745561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1028000 Meadow Drive 104
IRS990EZ/BooksInCareOfDetail/USAddress/City0Evergreen
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8099
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051133
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040889
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt067911
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067908
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040492
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032393
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040492
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032393
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janet Ballantyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Seevers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sam Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08298
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014877
IRS990EZ/OtherExpensesTotalAmt076010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTRIBUTIONS OF TIME AND MONEY TO LOCAL & INTERNATIONAL HUMANITARIAN PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Vocational - CONTINUED WORK WITH INTERACT HIGH SCHOOL PROGRAMS, COMMUNITY LITERACY PROGRAMS, INTERNATIONAL STUDY PROJECTS AND VOCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLUB - Funds spent to maintain the membership. Dues remitted to Rotary International, monies spent for meeting meals and functions and supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International - Monies spent to support foreign exchange students and various projects that Rotary club members participate in that are of international interest and benefit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03399
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt165290
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21621
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010641
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08496
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076010
IRS990EZ/TotalProgramServiceExpensesAmt070310
IRS990EZ/TotalRevenueAmt067911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.evergreenrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICE $65291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General Operating & Admin $4917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOCATIONAL SERVICES $3649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERNATIONAL SERVICES $1621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY SERVICES $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBER SUPPLIES $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $7698 Accounts Receivable - Ending $14277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DEPOSITS - EVERGREEN COUNTRY DAY - Beginning $600 DEPOSITS - EVERGREEN COUNTRY DAY - Ending $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due to Evergreen Rotary Foundation - Beginning $4045 Due to Evergreen Rotary Foundation - Ending $6246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Due to Rotary International - Beginning $6596 Due to Rotary International - Ending $2250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Seevers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Evergreen
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841057399
ReturnHeader/Filer/PhoneNum03036745561
ReturnHeader/Filer/USAddress/AddressLine10PO Box 3057
ReturnHeader/Filer/USAddress/City0Evergreen
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Valentine Seevers & Associates PC - CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1028000 Meadow Dr No 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Evergreen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080439
ReturnHeader/PreparerPersonGrp/PhoneNum03036745561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Seevers CPA
ReturnHeader/ReturnTs02015-01-26T11:14:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,889
Liabilities
$8,496
Net assets
$32,393
Revenue
$67,911
Expenses
$76,010
Net income
-$8,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.03$0.66$0.38$0.33$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$0.80$0.70$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$1.37$1.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.94$0.92$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.91$0.78$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.86$0.71$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.84$0.74$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.08$0.32$0.68$0.76$0.08
2013Summary only. Only limited summary data is available for this year.$0.51$0.11$0.80$0.91$0.11
2012Summary only. Only limited summary data is available for this year.$0.53$0.02$0.81$0.66$0.16
2010Summary only. Only limited summary data is available for this year.$0.36$0.01$0.81$0.78$0.03