Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 85-6011370

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 21, 2016

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

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-43%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$19,068

Down $14,600 (-43%) from 2015

Net Assets

Down

$19,068

Down $14,493 (-43%) from 2015

Liabilities

Down

$0

Down $107 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$27,328

Down $13,518 (-33%) from 2015

Expenses

Up

$41,821

Up $9,889 (+31%) from 2015

Net Income

Down

-$14,493

Down $23,407 (-263%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2016

Assets$19,068
Liabilities$0
Net Assets$19,068
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$27,328
Expenses$41,821
Net Income-$14,493
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 21, 2016
Return Version
2015v2.0
Gross Receipts
$27,328
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.$31,030-
PROMOTES COMMUNITY PROJECTS - UNITED WAY, HIGHWAY CLEANUP, ANTI DRUG, ETC. THROUGH LOCAL ROTARY FOUNDATION AND GRANTS TO LOCAL CHARITIES.$10,076-
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 GRAYPres/Director-$0--
SHERRY GALLOWAYDirector-$0--
ERIC FISHERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Farmington
EIN
85-6011370
Phone
5053269113
Address
800 N AUBURN, FARMINGTON, NM 87401

Signing Officer

Name
Kenneth W Shields
Title
Treasurer
Signed
2016-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth W Shields CPA PC
Address
800 N Auburn Ave, Farmington, NM 87401
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: $9076”

Other Expenses.1001

“Advertising and Promotion $916”

Other Expenses.1002

“Office Expenses $235”

Other Expenses.1

“MEETING MEALS $20870”

Other Expenses.2

“DUES $3368”

Other Expenses.3

“PROGRAMS SUPPORT $2600”

Other Expenses.4

“BOOKKEEPING $1118”

Other Expenses.5

“CHRISTMAS $993”

Other Expenses.6

“CONNIE MAC PICNIC $549”

Other Expenses.7

“BANK CHARGES $271”

Other Expenses.8

“TRAINING $110”

Total Liabilities.1

“FUNDS ESCROW - Beginning $107 FUNDS ESCROW - Ending $0”

Raw XML Appendix138 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/AddressLine1Txt0800 N AUBURN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033668
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019068
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024860
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14493
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0715
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033668
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019068
IRS990EZ/FundraisingGrossIncomeAmt02468
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010076
IRS990EZ/GrossReceiptsAmt027328
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019068
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/TitleTxt3PRES/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031030
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/GrantsAndAllocationsAmt031030
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110076
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02468
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0107
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041821
IRS990EZ/TotalProgramServiceExpensesAmt041106
IRS990EZ/TotalRevenueAmt027328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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: $9076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING MEALS $20870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $3368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS SUPPORT $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKKEEPING $1118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHRISTMAS $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONNIE MAC PICNIC $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FUNDS ESCROW - Beginning $107 FUNDS ESCROW - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
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/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH W SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - FARMINGTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0856011370
ReturnHeader/Filer/PhoneNum05053269113
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 N AUBURN
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth W Shields CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 N Auburn Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Farmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087401
ReturnHeader/PreparerPersonGrp/PhoneNum05053269113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH W SHIELDS
ReturnHeader/ReturnTs02016-07-21T12:53:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,068
Liabilities
$0
Net assets
$19,068
Revenue
$27,328
Expenses
$41,821
Net income
-$14,493
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