Civic Intelligence

Rotary International 5970 District

990EZ • Fiscal year 2015 • EIN 91-1906433

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 03, 2016

Organization Profile
324 29th Street SouthwestMason City, IA 50401

(641) 422-9200

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

78th percentile

19%

Higher net margin than 78% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$223,341

No earlier filing loaded for comparison.

Net Assets

$210,957

No earlier filing loaded for comparison.

Liabilities

$12,384

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin78th percentile

Revenue

$189,089

No earlier filing loaded for comparison.

Expenses

$153,271

No earlier filing loaded for comparison.

Net Income

$35,818

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2015: $223,341Liabilities 2015: $12,384Net Assets 2015: $210,9572015Assets 2016: $257,472Liabilities 2016: $12,186Net Assets 2016: $245,2862016Assets 2018: $323,387Liabilities 2018: $155,730Net Assets 2018: $167,6572018Assets 2019: $181,835Liabilities 2019: $4,587Net Assets 2019: $177,2482019Assets 2020: $264,195Liabilities 2020: $6,143Net Assets 2020: $258,0522020Assets 2021: $252,434Liabilities 2021: $4,765Net Assets 2021: $247,6692021Assets 2022: $300,706Liabilities 2022: $8,873Net Assets 2022: $291,8332022Assets 2023: $321,506Liabilities 2023: $17,908Net Assets 2023: $303,5982023

Highlighted filing

2015

Assets$223,341
Liabilities$12,384
Net Assets$210,957
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $189,089Expenses 2015: $153,271Net Income 2015: $35,8182015Revenue 2016: $241,793Expenses 2016: $207,663Net Income 2016: $34,1302016Revenue 2018: $265,783Expenses 2018: $244,770Net Income 2018: $21,0132018Revenue 2019: $169,609Expenses 2019: $160,016Net Income 2019: $9,5932019Revenue 2020: $335,328Expenses 2020: $254,524Net Income 2020: $80,8042020Revenue 2021: $100,714Expenses 2021: $111,097Net Income 2021: -$10,3832021Revenue 2022: $186,034Expenses 2022: $141,870Net Income 2022: $44,1642022Revenue 2023: $193,381Expenses 2023: $174,919Net Income 2023: $18,4622023

Highlighted filing

2015

Revenue$189,089
Expenses$153,271
Net Income$35,818
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$189,089
Mission and Program Overview

Mission

Service and support for district 5970

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP AWARDS RYLA IS A LEADERSHIP DEVELOPMENT PROGRAM RUN BY ROTARY WHILE PARTICIPANTS CAN BE ANY AGE MOST EVENTS FOCUS ON SECONDARY SCHOOL STUDENTS-$64,210
DISTRICT LEADERSHIP AND INCOMING CLUB PRESIDENTS AND SECRETARIES ATTEND TRAINING AND CONFRENCES TO HELP THEM BETTER SERVE THE DISTRICT AND INDIVIDUAL DISTRICT ROTARY CLUBS-$29,615
ROTARY DISTRICT AND CLUBS SEND AND HOST STUDENTS AGES15-19 WHO TRAVEL ABROAD FOR CULTURAL EXCHANGES AND PROMOTION OF ROTARY WORLDWIDE-$15,763
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL OLSENDirector-$0--
RALPH SMITHDirector Gn-$0--
ERIC LEVENHAGENDirctor Treasurer-$0--
JOHN LASTDirector Secretary-$0--
JOHN BENDERDirector-$0--
KATHRYN FAHYDirector-$0--
JOE GITTADirector Dg-$0--
BRUCE LINDHOLMDirector Communications Mgr-$0--
HELEN BENEKEDirector-$0--
JIM COLOFFDirector Dge-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International 5970 District
EIN
91-1906433
Address
324 29TH STREET SOUTHWEST, MASON CITY, IA 50401

Signing Officer

Name
John Last
Title
Executive Secre
Phone
6414229200
Signed
2016-02-03
Discuss with paid preparer
No

Preparer

Firm
Renner & Birchem Pc
Address
109 2ND STREET NE, MASON CITY, IA 50401
Preparer
Dennis Renner
Phone
6414237155
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoffice supplies 1,064travel 279technology 4,948training confences, conventions 29,615program expense rye 15,763misc 4,659committee support 2,958program expense ryla 64,210govenors admin 6,290”

Other changes in net assets or fund balances Part I line 20

“Description amountchange in daf account 161”

Description of total liabilities Part II line 26

“Category beginning of year end of yeardeposits to rotary foundation 12,538 12,384”

Raw XML Appendix159 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/PhoneNum06414229200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0324 29TH ST SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MASON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0187516
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035818
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0556
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt087084
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0174978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210957
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0174978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210957
IRS990EZ/OccupancyRentUtltsAndMaintAmt06600
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RALPH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC LEVENHAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN LAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHRYN FAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOE GITTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRUCE LINDHOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HELEN BENEKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIM COLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR GN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRCTOR TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR COMMUNICATIONS MGR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR DGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0161
IRS990EZ/OtherExpensesTotalAmt0129786
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE AND SUPPORT FOR DISTRICT 5970
IRS990EZ/PrintingPublicationsPostageAmt01335
IRS990EZ/ProgramServiceRevenueAmt0101449
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY DISTRICT AND CLUBS SEND AND HOST STUDENTS AGES15-19 WHO TRAVEL ABROAD FOR CULTURAL EXCHANGES AND PROMOTION OF ROTARY WORLDWIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRICT LEADERSHIP AND INCOMING CLUB PRESIDENTS AND SECRETARIES ATTEND TRAINING AND CONFRENCES TO HELP THEM BETTER SERVE THE DISTRICT AND INDIVIDUAL DISTRICT ROTARY CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY YOUTH LEADERSHIP AWARDS RYLA IS A LEADERSHIP DEVELOPMENT PROGRAM RUN BY ROTARY WHILE PARTICIPANTS CAN BE ANY AGE MOST EVENTS FOCUS ON SECONDARY SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015763
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129615
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt264210
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012538
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012384
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0153271
IRS990EZ/TotalProgramServiceExpensesAmt0109588
IRS990EZ/TotalRevenueAmt0189089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 1,064TRAVEL 279TECHNOLOGY 4,948TRAINING CONFENCES, CONVENTIONS 29,615PROGRAM EXPENSE RYE 15,763MISC 4,659COMMITTEE SUPPORT 2,958PROGRAM EXPENSE RYLA 64,210GOVENORS ADMIN 6,290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCHANGE IN DAF ACCOUNT 161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARDEPOSITS TO ROTARY FOUNDATION 12,538 12,384
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LAST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414229200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL 5970 DISTRICT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911906433
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 29TH STREET SOUTHWEST
ReturnHeader/Filer/USAddress/CityNm0MASON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421341055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENNER & BIRCHEM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 2ND STREET NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050401
ReturnHeader/PreparerPersonGrp/PhoneNum06414237155
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS RENNER
ReturnHeader/ReturnTs02016-02-12T13:02:36-06:00
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
$223,341
Liabilities
$12,384
Net assets
$210,957
Revenue
$189,089
Expenses
$153,271
Net income
$35,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.22$0.18$3.04$1.93$1.75$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.09$2.92$1.86$1.42$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.05$2.48$1.01$1.11$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.06$2.58$3.35$2.55$0.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.05$1.77$1.70$1.60$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$1.56$1.68$2.66$2.45$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.12$2.45$2.42$2.08$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.12$2.11$1.89$1.53$0.36