Civic Intelligence

Rotary International Westminster

990EZ • Fiscal year 2015 • EIN 84-6053109

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
PO Box 2Westminster, CO 80036

(303) 430-1850

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-17%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

32nd percentile

-8.4%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$51,852

Down $22,643 (-30%) from 2013

Net Assets

$47,267

No earlier filing loaded for comparison.

Liabilities

Up

$4,585

Up $4,460 (+3568%) from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin68th percentile

Revenue

Down

$53,598

Down $10,320 (-16%) from 2013

Expenses

Down

$47,534

Down $6,543 (-12%) from 2013

Net Income

Down

$6,064

Down $3,777 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80K$60K$40K$20K$0Assets 2012: $64,646Liabilities 2012: $117Net Assets 2012: $64,5292012Assets 2013: $74,495Liabilities 2013: $1252013Assets 2015: $51,852Liabilities 2015: $4,585Net Assets 2015: $47,2672015Assets 2016: $40,191Liabilities 2016: $5,075Net Assets 2016: $35,1162016Assets 2017: $41,014Liabilities 2017: $0Net Assets 2017: $41,0142017Assets 2019: $26,889Liabilities 2019: $0Net Assets 2019: $26,8892019

Highlighted filing

2015

Assets$51,852
Liabilities$4,585
Net Assets$47,267
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $63,682Expenses 2012: $54,302Net Income 2012: $9,3802012Revenue 2013: $63,918Expenses 2013: $54,077Net Income 2013: $9,8412013Revenue 2015: $53,598Expenses 2015: $47,534Net Income 2015: $6,0642015Revenue 2016: $45,285Expenses 2016: $47,928Net Income 2016: -$2,6432016Revenue 2017: $44,624Expenses 2017: $38,726Net Income 2017: $5,8982017Revenue 2019: $32,688Expenses 2019: $41,087Net Income 2019: -$8,3992019

Highlighted filing

2015

Revenue$53,598
Expenses$47,534
Net Income$6,064
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$63,362
Mission and Program Overview

Mission

Community service and world peace

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP CONFERENCE - PROVIDE LEADERSHIP AND COMMUNITY SERVICE TRAINING FOR OUR COMMUNITY'S YOUTH-$5,400
ROTARY FOUNDATION SCHOLARSHIPS, DOMESTIC & INTERNATIONAL COMMUNITY SERVICE NEEDS-$4,506
GROWING HOME - PROVIDE FUNDING AND SERVICE TO LOCAL ORGANIZATION THAT PROVIDES COUNSELING AND TEMPORARY HOUSING TO INDIGENT AND HOMELESS WITHIN THE COMMUNITY-$1,703
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE KIEFERPresidentPT$0--
SEAN WAGNERTreasurer-$0--
YVONNE FISCHBACHSecretary-$0--
SCOTT BENNETTPast Pres-$0--
SAM FORBESDirector-$0--
DEB HAVILANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Westminster
EIN
84-6053109
Phone
3034301850
Address
PO BOX 2, WESTMINSTER, CO 80036

Signing Officer

Name
Sean Wagner
Title
Treasurer
Phone
3034301850
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Steven M Wagner & Assoc Inc
Address
8758 Wolff Ct Suite 100, Westminster, CO 80031-6904
Preparer
Steven M Wagner
Phone
3034285800
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Luncheon meetings 29630. Rotary district 5450 dues assessment 1265. Rotary international dues assessment 3840. Rotary district 5450 international rotary youth leadership conference 5400. Club software 1058. Supplies 608. Member convention/seminar expenses 837. Community projects 4506. Polio plus program 390.”

Form 990EZ, Part I, Line 20

“Write-off of dead receivables -19947.”

Form 990EZ, Part II, Line 24

“Accounts receivable - dues 28751. 21761.”

Form 990EZ, Part II, Line 26

“Prepaids and pass-throughs payable 1300. 4585.”

Raw XML Appendix126 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03034285800
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTMINSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030091
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06064
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063362
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt042380
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt047267
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE KIEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2YVONNE FISCHBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SAM FORBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEB HAVILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028751
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021761
IRS990EZ/OtherChangesInNetAssetsAmt0-19947
IRS990EZ/OtherExpensesTotalAmt047534
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE AND WORLD PEACE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION SCHOLARSHIPS, DOMESTIC & INTERNATIONAL COMMUNITY SERVICE NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY YOUTH LEADERSHIP CONFERENCE - PROVIDE LEADERSHIP AND COMMUNITY SERVICE TRAINING FOR OUR COMMUNITY'S YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GROWING HOME - PROVIDE FUNDING AND SERVICE TO LOCAL ORGANIZATION THAT PROVIDES COUNSELING AND TEMPORARY HOUSING TO INDIGENT AND HOMELESS WITHIN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04506
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21703
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09764
IRS990EZ/SpecialEventsNetIncomeLossAmt05809
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04585
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047534
IRS990EZ/TotalProgramServiceExpensesAmt011609
IRS990EZ/TotalRevenueAmt053598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCHEON MEETINGS 29630. ROTARY DISTRICT 5450 DUES ASSESSMENT 1265. ROTARY INTERNATIONAL DUES ASSESSMENT 3840. ROTARY DISTRICT 5450 INTERNATIONAL ROTARY YOUTH LEADERSHIP CONFERENCE 5400. CLUB SOFTWARE 1058. SUPPLIES 608. MEMBER CONVENTION/SEMINAR EXPENSES 837. COMMUNITY PROJECTS 4506. POLIO PLUS PROGRAM 390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WRITE-OFF OF DEAD RECEIVABLES -19947.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE - DUES 28751. 21761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAIDS AND PASS-THROUGHS PAYABLE 1300. 4585.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PhoneNum03034301850
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL WESTMINSTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0846053109
ReturnHeader/Filer/PhoneNum03034301850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08758 Wolff Ct Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westminster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0800316904
ReturnHeader/PreparerPersonGrp/PhoneNum03034285800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M WAGNER
ReturnHeader/ReturnTs02015-11-16T14:06:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,852
Liabilities
$4,585
Net assets
$47,267
Revenue
$53,598
Expenses
$47,534
Net income
$6,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$32.7$41.1$8.40
2017Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$44.6$38.7$5.90
2016Detailed filing. Detailed filing data is available for this year.$40.2$5.08$35.1$45.3$47.9$2.64
2015Detailed filing. Detailed filing data is available for this year.$51.9$4.59$47.3$53.6$47.5$6.06
2013Summary only. Only limited summary data is available for this year.$74.5$0.13$63.9$54.1$9.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.6$0.12$64.5$63.7$54.3$9.38