Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 85-6011370

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 22, 2015

Organization ProfileN/A
800 N AuburnFarmington, NM 87401

(505) 326-9113

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$24,872

Up $2,500 (+11%) from 2013

Net Assets

Up

$24,647

Up $2,275 (+10%) from 2013

Liabilities

Up

$225

Up $225 from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin54th percentile

Revenue

Up

$49,343

Up $6,353 (+15%) from 2013

Expenses

Up

$47,068

Up $6,969 (+17%) from 2013

Net Income

Down

$2,275

Down $616 (-21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$40K$30K$20K$10K$0Assets 2010: $32,791Net Assets 2010: $32,7912010Assets 2011: $25,428Net Assets 2011: $25,4282011Assets 2012: $19,781Liabilities 2012: $300Net Assets 2012: $19,4812012Assets 2013: $22,372Liabilities 2013: $0Net Assets 2013: $22,3722013Assets 2014: $24,872Liabilities 2014: $225Net Assets 2014: $24,6472014Assets 2015: $33,668Liabilities 2015: $107Net Assets 2015: $33,5612015Assets 2016: $19,068Liabilities 2016: $0Net Assets 2016: $19,0682016

Highlighted filing

2014

Assets$24,872
Liabilities$225
Net Assets$24,647
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $45,861Expenses 2010: $51,862Net Income 2010: -$6,0012010Revenue 2011: $38,958Expenses 2011: $46,321Net Income 2011: -$7,3632011Revenue 2012: $35,562Expenses 2012: $41,509Net Income 2012: -$5,9472012Revenue 2013: $42,990Expenses 2013: $40,099Net Income 2013: $2,8912013Revenue 2014: $49,343Expenses 2014: $47,068Net Income 2014: $2,2752014Revenue 2015: $40,846Expenses 2015: $31,932Net Income 2015: $8,9142015Revenue 2016: $27,328Expenses 2016: $41,821Net Income 2016: -$14,4932016

Highlighted filing

2014

Revenue$49,343
Expenses$47,068
Net Income$2,275
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 22, 2015
Return Version
2013v4.0
Gross Receipts
$55,035
Mission and Program Overview

Mission

Rotary is an organization of business and professional leaders who provide humanitarian community services and encourage high ethical standards and build community good will.

Program Services

DescriptionGrantsExpenses
HOLDS WEEKLY MEETING WITH MEMBERS TO DISCUSS ITEMS OF COMMUNITY INTEREST.$29,206-
PROMOTES COMMUNITY PROJECTS - UNITED WAY, HIGHWAY CLEANUP, ANTI DRUG, ETC. THROUGH LOCAL ROTARY FOUNDATION AND GRANTS TO LOCAL CHARITIES.$17,530-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE RIPLEYSec/Director-$0--
KEN SHIELDSTreas/Director-$0--
ADAM HEWITTVP/Director-$0--
WALTER GRAYDirector-$0--
SHERRY GALLOWAYDirector-$0--
ERIC FISHERPres/Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,071$26,071$5,692$20,379
Total Events$26,071$26,071$5,692$20,379
Filing and Contact Details

Filer

EIN
85-6011370
Phone
5053269113

Signing Officer

Name
Kenneth W Shields
Title
Treasurer
Signed
2015-04-22
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth W Shields
Phone
5053269113
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: CHARITABLE | Donee's Name: ROTARY CLUB OF FARMINGTON FOUNDATION | Donee's Address: 800 N AUBURN AVE FARMINGTON, NM 87401 | Relationship of Donee: LOCAL FOUNDATION | Cash Amount Given: $8000”

Grants and Similar Amounts Paid In Excess of $5,000.6

“Class of Activity: CHARITABLE | Donee's Name: FOUR CORNERS FOUNDATION | Donee's Address: 3803 N MONTEREY AVE FARMINGTON, NM 87401 | Relationship of Donee: N/A | Cash Amount Given: $6000”

Other Expenses.1002

“Office Expenses $85”

Other Expenses.1

“MEETING MEALS $20585”

Other Expenses.2

“DUES $3641”

Other Expenses.3

“PROGRAMS SUPPORT $3422”

Other Expenses.4

“BOOKKEEPING $1473”

Total Liabilities.1

“FUNDS ESCROW - Beginning $0 FUNDS ESCROW - Ending $225”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEN SHIELDS CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05053269113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10800 N AUBURN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode087401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024872
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02275
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0332
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024872
IRS990EZ/FundraisingGrossIncomeAmt026071
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017530
IRS990EZ/GrossReceiptsAmt055035
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028944
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024647
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE RIPLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN SHIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM HEWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WALTER GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY GALLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SEC/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRES/DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WHO PROVIDE HUMANITARIAN COMMUNITY SERVICES AND ENCOURAGE HIGH ETHICAL STANDARDS AND BUILD COMMUNITY GOOD WILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLDS WEEKLY MEETING WITH MEMBERS TO DISCUSS ITEMS OF COMMUNITY INTEREST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTES COMMUNITY PROJECTS - UNITED WAY, HIGHWAY CLEANUP, ANTI DRUG, ETC. THROUGH LOCAL ROTARY FOUNDATION AND GRANTS TO LOCAL CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029206
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05692
IRS990EZ/SpecialEventsNetIncomeLossAmt020379
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0225
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047068
IRS990EZ/TotalProgramServiceExpensesAmt046736
IRS990EZ/TotalRevenueAmt049343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026071
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COMMUNITY FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020379
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05692
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0HELD 3 ON 3 BASKETBALL TOURNAMENT.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE | Donee's Name: ROTARY CLUB OF FARMINGTON FOUNDATION | Donee's Address: 800 N AUBURN AVE FARMINGTON, NM 87401 | Relationship of Donee: LOCAL FOUNDATION | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: FOUR CORNERS FOUNDATION | Donee's Address: 3803 N MONTEREY AVE FARMINGTON, NM 87401 | Relationship of Donee: N/A | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING MEALS $20585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $3641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS SUPPORT $3422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKKEEPING $1473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDS ESCROW - Beginning $0 FUNDS ESCROW - Ending $225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH W SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL - FARMINGTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0856011370
ReturnHeader/Filer/PhoneNum05053269113
ReturnHeader/Filer/USAddress/AddressLine10800 N AUBURN
ReturnHeader/Filer/USAddress/City0FARMINGTON
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode087401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kenneth W Shields CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10800 N Auburn Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Farmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode087401
ReturnHeader/PreparerPersonGrp/PhoneNum05053269113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH W SHIELDS
ReturnHeader/ReturnTs02015-04-22T10:23:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.

Open filing
Assets
$24,872
Liabilities
$225
Net assets
$24,647
Revenue
$49,343
Expenses
$47,068
Net income
$2,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$27.3$41.8$14.5
2015Detailed filing. Detailed filing data is available for this year.$33.7$0.11$33.6$40.8$31.9$8.91
2014Detailed filing. Detailed filing data is available for this year.$24.9$0.23$24.6$49.3$47.1$2.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.00$22.4$43.0$40.1$2.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.30$19.5$35.6$41.5$5.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$25.4$39.0$46.3$7.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.8$32.8$45.9$51.9$6.00