Civic Intelligence

Delta Rotary Club

990EZ • Fiscal year 2018 • EIN 84-6058571

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 10, 2018

Organization ProfileN/A
PO Box 86Delta, CO 81416

(970) 874-8641

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

64th percentile

9.5%

Higher net margin than 64% 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

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$51,348

Up $4,366 (+9.3%) from 2017

Net Assets

Up

$51,348

Up $4,366 (+9.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin64th percentile

Revenue

Down

$45,917

Down $2,059 (-4.3%) from 2017

Expenses

Up

$41,551

Up $2,723 (+7.0%) from 2017

Net Income

Down

$4,366

Down $4,782 (-52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 2016: $37,834Liabilities 2016: $0Net Assets 2016: $37,8342016Assets 2017: $46,982Liabilities 2017: $0Net Assets 2017: $46,9822017Assets 2018: $51,348Liabilities 2018: $0Net Assets 2018: $51,3482018Assets 2019: $56,845Liabilities 2019: $0Net Assets 2019: $56,8452019Assets 2020: $40,079Liabilities 2020: $0Net Assets 2020: $40,0792020Assets 2021: $53,726Liabilities 2021: $0Net Assets 2021: $53,7262021Assets 2022: $56,885Liabilities 2022: $0Net Assets 2022: $56,8852022Assets 2023: $65,227Liabilities 2023: $0Net Assets 2023: $65,2272023Assets 2024: $70,195Liabilities 2024: $0Net Assets 2024: $70,1952024Assets 2025: $58,250Net Assets 2025: $58,2502025

Highlighted filing

2018

Assets$51,348
Liabilities$0
Net Assets$51,348
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50KRevenue 2016: $52,653Expenses 2016: $44,222Net Income 2016: $8,4312016Revenue 2017: $47,976Expenses 2017: $38,828Net Income 2017: $9,1482017Revenue 2018: $45,917Expenses 2018: $41,551Net Income 2018: $4,3662018Revenue 2019: $53,905Expenses 2019: $48,408Net Income 2019: $5,4972019Revenue 2020: $45,460Expenses 2020: $62,226Net Income 2020: -$16,7662020Revenue 2021: $56,123Expenses 2021: $42,476Net Income 2021: $13,6472021Revenue 2022: $63,217Expenses 2022: $60,058Net Income 2022: $3,1592022Revenue 2023: $67,619Expenses 2023: $59,277Net Income 2023: $8,3422023Revenue 2024: $64,752Expenses 2024: $59,784Net Income 2024: $4,9682024Revenue 2025: $43,404Expenses 2025: $55,349Net Income 2025: -$11,9452025

Highlighted filing

2018

Revenue$45,917
Expenses$41,551
Net Income$4,366
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 10, 2018
Return Version
2017v2.3
Gross Receipts
$59,510
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS - HIGH SCHOOL GRADUATES AND NURSING STUDENTS RECEIVING ONE YEAR SCHOLARSHIP AWARDS OF $1,000 - $1,500 FOR FIRST YEAR IN COLLEGE$0$12,000
COMMUNITY SERVICE - DONATIONS FOR EDUCATIONAL YOUTH ACTIVITIES$0$8,738
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID TORGLERPresident-$0--
JAMES WETZELTreasurer-$0--
LINDSEY ROBERTSDirector-$0--
JOHN TRIEBWASSERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,282$22,282$4,914$17,368
Raffle$15,015$15,015$629$14,386
Total Events$37,297$37,297$13,593$23,704
Filing and Contact Details

Filer

Filer Name
Delta Rotary Club
EIN
84-6058571
Phone
9708748641
Address
PO BOX 86, DELTA, CO 81416

Signing Officer

Name
James Wetzel
Title
Treasurer
Phone
9708748641
Signed
2018-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Kelly Neal Scates CPA Pc
Address
PO BOX 249, DELTA, CO 81416
Preparer
Kelly N Scates
Phone
9708748641
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meals & dues. Amount: 19857. Description: bank charges. Amount: 53. Description: supplies. Amount: 100. Description: travel. Amount: 683. Description: community service donations. Amount: 8738. Description: scholarships. Amount: 12000. Total to form 990-ez, line 16: 41431.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES WETZEL
IRS990EZ/BooksInCareOfDetail/PhoneNum09708748641
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 86
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DELTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081416
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046982
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01544
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04366
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046982
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051348
IRS990EZ/FundraisingGrossIncomeAmt037297
IRS990EZ/GrossReceiptsAmt059510
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt020669
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046982
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046982
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID TORGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES WETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN TRIEBWASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041431
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - DONATIONS FOR EDUCATIONAL YOUTH ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS - HIGH SCHOOL GRADUATES AND NURSING STUDENTS RECEIVING ONE YEAR SCHOLARSHIP AWARDS OF $1,000 - $1,500 FOR FIRST YEAR IN COLLEGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08738
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013593
IRS990EZ/SpecialEventsNetIncomeLossAmt023704
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041551
IRS990EZ/TotalProgramServiceExpensesAmt020738
IRS990EZ/TotalRevenueAmt045917
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/CharitableDistributionRqrInd01
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt06250
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt08050
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013593
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037297
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037297
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023704
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04914
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0629
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0LINDSEY ROBERTS
IRS990ScheduleG/GamingManagerServicesProvTxt0LICENSING AND ACCOUNTING REPORTS WITH STATE OF COLORADO
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd01
IRS990ScheduleG/IndividualWithBooksNm0JAMES WETZEL
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 86
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0DELTA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CO
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd081416
IRS990ScheduleG/StatesWhereGamingConductedCd0CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEALS & DUES. AMOUNT: 19857. DESCRIPTION: BANK CHARGES. AMOUNT: 53. DESCRIPTION: SUPPLIES. AMOUNT: 100. DESCRIPTION: TRAVEL. AMOUNT: 683. DESCRIPTION: COMMUNITY SERVICE DONATIONS. AMOUNT: 8738. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 12000. TOTAL TO FORM 990-EZ, LINE 16: 41431.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WETZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09708748641
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0846058571
ReturnHeader/Filer/PhoneNum09708748641
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 86
ReturnHeader/Filer/USAddress/CityNm0DELTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081416
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId036E989ED1095CD21DE1FBD2DBB6FD8D399994C50
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId036E989ED1095CD21DE1FBD2DBB6FD8D399994C50
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.218.165.158
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm009:59:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841617428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLY NEAL SCATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 249
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081416
ReturnHeader/PreparerPersonGrp/PhoneNum09708748641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY N SCATES
ReturnHeader/ReturnTs02018-10-10T10:59:52-05:00
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
$51,348
Liabilities
$0
Net assets
$51,348
Revenue
$45,917
Expenses
$41,551
Net income
$4,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.3$58.3$43.4$55.3$11.9
2024Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$64.8$59.8$4.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.2$0.00$65.2$67.6$59.3$8.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.00$56.9$63.2$60.1$3.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.7$0.00$53.7$56.1$42.5$13.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.00$40.1$45.5$62.2$16.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$0.00$56.8$53.9$48.4$5.50
2018Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$45.9$41.6$4.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$48.0$38.8$9.15
2016Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$52.7$44.2$8.43