Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Rotary International Montrose Rotary Club
990EZ • Fiscal year 2014 • EIN 84-6037363
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
48th percentile
Higher net margin than 48% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Down$59,800
Down $6,557 (-9.9%) from 2012
Net Assets
Down$55,094
Down $8,299 (-13%) from 2012
Liabilities
Up$4,706
Up $1,742 (+59%) from 2012
Revenue And Expenses
Revenue
Down$99,331
Down $3,627 (-3.5%) from 2012
Expenses
Down$97,140
Down $14,867 (-13%) from 2012
Net Income
Up$2,191
Up $11,240 (+124%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Oct 23, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $99,331
Mission and Program Overview
Mission
Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. | - | $97,140 |
| PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN ELOE | President El | - | $0 | - | - |
| BRAD OBERTO | Treasurer | - | $0 | - | - |
| ROBIN MARCOE | President | PT | $0 | - | - |
| AMY MCBRIDE | Past Preside | - | $0 | - | - |
| DANIEL PARADIS | Director | - | $0 | - | - |
| DAVID CRANE | Director | - | $0 | - | - |
| JACQUE MARCHBANKS | Director | - | $0 | - | - |
| HOWARD DAVIDSON | Director | - | $0 | - | - |
| JIM DOURAS | Executive Di | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 84-6037363
Signing Officer
- Name
- Bradley Oberto
- Title
- Treasurer
- Signed
- 2014-10-23
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Stephen M Peterson
- Phone
- 9702499074
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Dictionary project 6,775 annual fireworks programs 5,955 guest meals 2,465 holiday party 1,824 winter carnival income 1,370 raffle income 1,358 happy bucks 1,211 initiation fees 880 youth appreciation 650 summer party 296 total 22,784”
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 270 office 491 district conference 298 p.e.t.s. 858 bad debts 2,176 club service expenses 2,193 web page 599 meal expense 33,381 raffle expense 676 social events 1,814 rotary international dues 6,697 district dues 3,208 dictionary project 5,943 annual fireworks program 12,115 shoes for kids 2,500 winter carnival 1,506 youth appreciation day 1,160 community service project 5,546 kids fishing derby 207 ryla 700 international service 950 total 83,288”
Form 990-ez, Part II, Line 24
“Accounts receivable 7,008 3,693 total 7,008 3,693”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 4,869 4,706”
Form 990-ez, Part III
“Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.”
Form 990-ez, Part III, Line 31
“Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.”
Raw XML Appendix141 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JOHN ELOE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | BRAD OBERTO |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | ROBIN MARCOE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | AMY MCBRIDE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | DANIEL PARADIS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | DAVID CRANE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | JACQUE MARCHBANKS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | HOWARD DAVIDSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | JIM DOURAS |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | BUSINESS OPTIONS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9702493700 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 2233 E MAIN STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | MONTROSE |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 81401 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50764 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 56107 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2191 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5800 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 57772 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 59800 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99331 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 128 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 76419 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 52903 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55094 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 52903 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55094 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 8052 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN ELOE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BRAD OBERTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBIN MARCOE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | AMY MCBRIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DANIEL PARADIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVID CRANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JACQUE MARCHBANKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | HOWARD DAVIDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JIM DOURAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | EXECUTIVE DI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 7008 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3693 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 83288 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 22784 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 97140 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4869 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4706 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 97140 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 97140 |
| IRS990EZ/TotalRevenueAmt | 0 | 99331 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CLUBRUNNER.CA/MONTROSE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DICTIONARY PROJECT 6,775 ANNUAL FIREWORKS PROGRAMS 5,955 GUEST MEALS 2,465 HOLIDAY PARTY 1,824 WINTER CARNIVAL INCOME 1,370 RAFFLE INCOME 1,358 HAPPY BUCKS 1,211 INITIATION FEES 880 YOUTH APPRECIATION 650 SUMMER PARTY 296 TOTAL 22,784 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING AND PROMOTION 270 OFFICE 491 DISTRICT CONFERENCE 298 P.E.T.S. 858 BAD DEBTS 2,176 CLUB SERVICE EXPENSES 2,193 WEB PAGE 599 MEAL EXPENSE 33,381 RAFFLE EXPENSE 676 SOCIAL EVENTS 1,814 ROTARY INTERNATIONAL DUES 6,697 DISTRICT DUES 3,208 DICTIONARY PROJECT 5,943 ANNUAL FIREWORKS PROGRAM 12,115 SHOES FOR KIDS 2,500 WINTER CARNIVAL 1,506 YOUTH APPRECIATION DAY 1,160 COMMUNITY SERVICE PROJECT 5,546 KIDS FISHING DERBY 207 RYLA 700 INTERNATIONAL SERVICE 950 TOTAL 83,288 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 7,008 3,693 TOTAL 7,008 3,693 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,869 4,706 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRADLEY OBERTO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ROTARY INTERNATIONAL MONTROSE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 846037363 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 1894 |
| ReturnHeader/Filer/USAddress/City | 0 | MONTROSE |
| ReturnHeader/Filer/USAddress/State | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 814021894 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MAXFIELD PETERSON PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1203 NORTH 1ST STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MONTROSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 81401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9702499074 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN M PETERSON |
| ReturnHeader/ReturnTs | 0 | 2014-10-30T19:00:12-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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.
- Assets
- $59,800
- Liabilities
- $4,706
- Net assets
- $55,094
- Revenue
- $99,331
- Expenses
- $97,140
- Net income
- $2,191