Civic Intelligence

Rotary International Westminster

990EZ • Fiscal year 2017 • EIN 84-6053109

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2017

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

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-1.5%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$41,014

Up $823 (+2.0%) from 2016

Net Assets

Up

$41,014

Up $5,898 (+17%) from 2016

Liabilities

Down

$0

Down $5,075 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Down

$44,624

Down $661 (-1.5%) from 2016

Expenses

Down

$38,726

Down $9,202 (-19%) from 2016

Net Income

Up

$5,898

Up $8,541 (+323%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$41,014
Liabilities$0
Net Assets$41,014
Open 2017 Filing

Operations Trend

Revenue Growth47th 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

2017

Revenue$44,624
Expenses$38,726
Net Income$5,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$52,606
Mission and Program Overview

Mission

Community service and world peace

Program Services

DescriptionGrantsExpenses
ROTARY FOUNDATION SCHOLARSHIPS, DOMESTIC & INTERNATIONAL COMMUNITY SERVICE NEEDS-$7,732
ROTARY YOUTH LEADERSHIP CONFERENCE - PROVIDE LEADERSHIP AND COMMUNITY SERVICE TRAINING FOR OUR COMMUNITY'S YOUTH-$5,400
PROVIDE FUNDING AND SERVICE TO LOCAL ORGANIZATIONS THAT PROVIDE COUNSELING AND TEMPORARY HOUSING TO INDIGENT AND HOMELESS WITHIN THE COMMUNITY-$2,225
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTE QUINTANAPresidentPT$0--
DIANE CRAMERTreasurer-$0--
DAN MURRAYSecretary-$0--
DEB HAVILANDCo-PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Peach Sale$9,276$9,276$6,159$3,117
Total Events$9,276$9,276$6,159$3,117
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
Diane Cramer
Title
Treasurer
Phone
3034301850
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Steven M Wagner & Assoc
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 20389.”

Form 990EZ, Part I, Line 16

“Rotary district 5450 dues assessment 1440.”

Form 990EZ, Part I, Line 16

“Rotary international dues assessment 2419.”

Form 990EZ, Part I, Line 16

“Rotary district 5450 international rotary youth leadership conference 5400.”

Form 990EZ, Part I, Line 16

“CLUB SOFTWARE 1058.”

Form 990EZ, Part I, Line 16

“SUPPLIES 221.”

Form 990EZ, Part I, Line 16

“COMMUNITY PROJECTS 4699.”

Form 990EZ, Part I, Line 16

“Club social functions 2258.”

Form 990EZ, Part I, Line 16

“Bank charges/credit card fees 492.”

Form 990EZ, Part I, Line 16

“SPEAKER GIFTS 340.”

Form 990EZ, Part I, Line 16

“LICENSES 10.”

Form 990EZ, Part II, Line 24

“Accounts receivable - dues 2680. 2110.”

Form 990EZ, Part II, Line 26

“Prepaids and pass-throughs payable 5075. 0.”

Raw XML Appendix150 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/PersonNm0DIANE CRAMER
IRS990EZ/BooksInCareOfDetail/PhoneNum03034291773
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0340 E 1ST AVE SUITE 333
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOMFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038904
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04133
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05898
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040191
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041014
IRS990EZ/FundraisingGrossIncomeAmt019798
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052606
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028662
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035116
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035116
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONTE QUINTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE CRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEB HAVILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02680
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02110
IRS990EZ/OtherExpensesTotalAmt038726
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/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING AND SERVICE TO LOCAL ORGANIZATIONS THAT PROVIDE COUNSELING AND TEMPORARY HOUSING TO INDIGENT AND HOMELESS WITHIN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07732
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07982
IRS990EZ/SpecialEventsNetIncomeLossAmt011816
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05075
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038726
IRS990EZ/TotalProgramServiceExpensesAmt015357
IRS990EZ/TotalRevenueAmt044624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06159
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PEACH SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09276
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03117
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06159
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCHEON MEETINGS 20389.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY DISTRICT 5450 DUES ASSESSMENT 1440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY INTERNATIONAL DUES ASSESSMENT 2419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY DISTRICT 5450 INTERNATIONAL ROTARY YOUTH LEADERSHIP CONFERENCE 5400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLUB SOFTWARE 1058.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY PROJECTS 4699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLUB SOCIAL FUNCTIONS 2258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES/CREDIT CARD FEES 492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPEAKER GIFTS 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS RECEIVABLE - DUES 2680. 2110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PREPAIDS AND PASS-THROUGHS PAYABLE 5075. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE CRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03034301850
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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
ReturnHeader/Filer/USAddress/ZIPCd080036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A066B81262EC84D466DC17C76F83B25D34C128AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A066B81262EC84D466DC17C76F83B25D34C128AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.176.125.247
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:46:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven M Wagner & Assoc
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M WAGNER
ReturnHeader/ReturnTs02018-05-14T14:46:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,014
Liabilities
$0
Net assets
$41,014
Revenue
$44,624
Expenses
$38,726
Net income
$5,898
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