Civic Intelligence

Rotary Club of Evergreen

990EZ • Fiscal year 2018 • EIN 84-1057399

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

48th percentile

2.4%

Higher net margin than 48% 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

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

57th percentile

3.1%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$58,551

Up $2,293 (+4.1%) from 2017

Net Assets

Up

$58,551

Up $2,293 (+4.1%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin48th percentile

Revenue

Up

$94,069

Up $2,797 (+3.1%) from 2017

Expenses

Up

$91,776

Up $13,850 (+18%) from 2017

Net Income

Down

$2,293

Down $11,053 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $58,551Liabilities 2018: $0Net 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

2018

Assets$58,551
Liabilities$0
Net Assets$58,551
Open 2018 Filing

Operations Trend

Revenue Growth57th 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

2018

Revenue$94,069
Expenses$91,776
Net Income$2,293
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$94,069
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Vocational - CONTINUED WORK WITH INTERACT HIGH SCHOOL PROGRAMS, COMMUNITY LITERACY PROGRAMS, INTERNATIONAL STUDY PROJECTS AND VOCATIONAL PROGRAMS$76,281-
CLUB - Funds spent to maintain the membership. Dues remitted to Rotary International, monies spent for meeting meals and functions and supplies.--
International - Monies spent to support foreign exchange students and various projects that Rotary club members participate in that are of international interest and benefit.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry CainePresident-$0--
Janet BallantyneSecretary-$0--
John SeeversTreasurer-$0--
Linda LovinBoard Member-$0--
Laurie RombergBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Evergreen
EIN
84-1057399
Phone
3036745561
Address
PO Box 3057, Evergreen, CO 80437

Signing Officer

Name
John Seevers
Title
Treasurer
Signed
2018-10-24

Preparer

Firm
Valentine Seevers and Associates PC
Address
3781 Evergreen Parkway, Evergreen, CO 80439
Preparer
John Seevers CPA
Phone
3036745561
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CLUB SERVICE $72924”

Other Expenses.2

“General Operating & Admin $15495”

Other Expenses.3

“YOUTH SERVICES $3304”

Other Expenses.4

“COMMUNITY SERVICES $53”

Other Assets.1005

“Accounts Receivable - Beginning $11391 Accounts Receivable - Ending $13456”

Other Assets.1

“RENT DEPOSIT - Beginning $600 RENT DEPOSIT - Ending $600”

Other Assets.2

“UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $629”

Raw XML Appendix122 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/AddressLine1Txt03781 Evergreen Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Evergreen
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080439
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02293
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058551
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt094069
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt094067
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Larry Caine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janet Ballantyne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Seevers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Linda Lovin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laurie Romberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011991
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014685
IRS990EZ/OtherExpensesTotalAmt091776
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/GrantsAndAllocationsAmt076281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091776
IRS990EZ/TotalProgramServiceExpensesAmt076281
IRS990EZ/TotalRevenueAmt094069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.evergreenrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICE $72924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General Operating & Admin $15495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH SERVICES $3304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICES $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $11391 Accounts Receivable - Ending $13456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENT DEPOSIT - Beginning $600 RENT DEPOSIT - Ending $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $629
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Seevers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Evergreen
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841057399
ReturnHeader/Filer/PhoneNum03036745561
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3057
ReturnHeader/Filer/USAddress/CityNm0Evergreen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412176587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valentine Seevers and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03781 Evergreen Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Evergreen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080439
ReturnHeader/PreparerPersonGrp/PhoneNum03036745561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Seevers CPA
ReturnHeader/ReturnTs02018-10-24T12:09:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,551
Liabilities
$0
Net assets
$58,551
Revenue
$94,069
Expenses
$91,776
Net income
$2,293
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$0.00$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits