Civic Intelligence

Rotary International District 6040

990EZ • Fiscal year 2014 • EIN 91-1950996

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
2001 NW Jefferson Street64015

(816) 224-4195

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$106,012

Up $22,159 (+26%) from 2013

Net Assets

$106,012

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$152,891

Up $28,528 (+23%) from 2013

Expenses

Up

$130,732

Up $10,527 (+8.8%) from 2013

Net Income

Up

$22,159

Up $18,001 (+433%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $77,985Liabilities 2011: $02011Assets 2012: $79,695Liabilities 2012: $02012Assets 2013: $83,853Liabilities 2013: $02013Assets 2014: $106,012Net Assets 2014: $106,0122014Assets 2015: $115,949Liabilities 2015: $2,3572015Assets 2016: $158,914Liabilities 2016: $21,385Net Assets 2016: $137,5292016Assets 2017: $145,139Liabilities 2017: $0Net Assets 2017: $145,1392017Assets 2018: $169,224Liabilities 2018: $239Net Assets 2018: $168,9852018Assets 2019: $145,788Liabilities 2019: $4,246Net Assets 2019: $141,5422019Assets 2020: $167,936Liabilities 2020: $31,537Net Assets 2020: $136,3992020Assets 2021: $172,301Liabilities 2021: $9,064Net Assets 2021: $163,2372021Assets 2022: $152,831Liabilities 2022: $11,987Net Assets 2022: $140,8442022Assets 2023: $107,669Liabilities 2023: $3,760Net Assets 2023: $103,9092023Assets 2024: $108,710Liabilities 2024: $2,813Net Assets 2024: $105,8972024

Highlighted filing

2014

Assets$106,012
Liabilities-
Net Assets$106,012
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $106,491Expenses 2011: $97,665Net Income 2011: $8,8262011Revenue 2012: $105,355Expenses 2012: $103,645Net Income 2012: $1,7102012Revenue 2013: $124,363Expenses 2013: $120,205Net Income 2013: $4,1582013Revenue 2014: $152,891Expenses 2014: $130,732Net Income 2014: $22,1592014Revenue 2015: $127,901Expenses 2015: $120,321Net Income 2015: $7,5802015Revenue 2016: $170,259Expenses 2016: $146,322Net Income 2016: $23,9372016Revenue 2017: $166,437Expenses 2017: $158,827Net Income 2017: $7,6102017Revenue 2018: $231,964Expenses 2018: $208,118Net Income 2018: $23,8462018Revenue 2019: $219,657Expenses 2019: $247,100Net Income 2019: -$27,4432019Revenue 2020: $532,896Expenses 2020: $538,039Net Income 2020: -$5,1432020Revenue 2021: $272,546Expenses 2021: $245,708Net Income 2021: $26,8382021Revenue 2022: $277,229Expenses 2022: $299,622Net Income 2022: -$22,3932022Revenue 2023: $203,684Expenses 2023: $240,619Net Income 2023: -$36,9352023Revenue 2024: $241,298Expenses 2024: $239,310Net Income 2024: $1,9882024

Highlighted filing

2014

Revenue$152,891
Expenses$130,732
Net Income$22,159
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$193,268
Mission and Program Overview

Mission

Local community service projects

Program Services

DescriptionGrantsExpenses
TRAINING, SEMINARS AND CONFERENCES FOR LOCAL CLUBS, MEMBERS AND OFFICERS; APPROXIMATELY 2500 ROTARIANS SERVED$58,674$125,345
EXCHANGE PROGRAMS TO PROMOTE INTERNATIONAL UNDERSTANDING AND PEACE.$2,218$5,387
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK SIMONDistrict GovernorFT$0--
CASSY VENTERSGovernor ElectPT$0--
GERALD MCREYNOLDSSecretaryPT$0--
DRUE THOMASTreasurerPT$0--
ELIZABETH USOVICZDist Trainer/GrantsPT$0--
KENNETH HARRISPast Dist. Governor-$0--
JOHN GILLDist. Foundation ChairPT$0--
SEE SCHEDULE ATTACHEDAsst. Governors-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$40,367$40,367$29,327$11,040
Total Events$40,367$40,367$40,377$-10
Filing and Contact Details

Filer

EIN
91-1950996
Phone
8162244195

Signing Officer

Name
Rick Simon
Title
District Governor
Phone
8162244195
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Fullerton CPA
Phone
8162244195
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Grants rotary clubs in north missouri clubs applied rotary clubs 39976.”

Form 990EZ, Part I, Line 16

“4 way speech contest 2000. Training conf. & mtg 27999. Travel 18631. Dues 11826. Rotary supplies 2516. Youth exchange 3387. Advertising 3000. District expense 788. Dues & subscriptions 2354. Office expense 651. Bank card charge expense 1208. Postage 159.”

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/PersonNm0W DRUE THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum08162106571
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101010 GRAND BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/City0KANSAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0641062220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080550
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060892
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022159
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106012
IRS990EZ/FundraisingGrossIncomeAmt040367
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039976
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0193268
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0RICK SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSY VENTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GERALD MCREYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DRUE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH USOVICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENNETH HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN GILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SEE SCHEDULE ATTACHED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1GOVERNOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIST TRAINER/GRANTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST DIST. GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIST. FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASST. GOVERNORS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03303
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060
IRS990EZ/OtherExpensesTotalAmt074519
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL COMMUNITY SERVICE PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt0237
IRS990EZ/ProgramServiceRevenueAmt092009
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING, SEMINARS AND CONFERENCES FOR LOCAL CLUBS, MEMBERS AND OFFICERS; APPROXIMATELY 2500 ROTARIANS SERVED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXCHANGE PROGRAMS TO PROMOTE INTERNATIONAL UNDERSTANDING AND PEACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058674
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12218
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0125345
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15387
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt040377
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130732
IRS990EZ/TotalProgramServiceExpensesAmt0130732
IRS990EZ/TotalRevenueAmt0152891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040377
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011050
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040367
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FD DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029327
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS ROTARY CLUBS IN NORTH MISSOURI CLUBS APPLIED ROTARY CLUBS 39976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14 WAY SPEECH CONTEST 2000. TRAINING CONF. & MTG 27999. TRAVEL 18631. DUES 11826. ROTARY SUPPLIES 2516. YOUTH EXCHANGE 3387. ADVERTISING 3000. DISTRICT EXPENSE 788. DUES & SUBSCRIPTIONS 2354. OFFICE EXPENSE 651. BANK CARD CHARGE EXPENSE 1208. POSTAGE 159.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08162244195
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DISTRICT 6040
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911950996
ReturnHeader/Filer/PhoneNum08162244195
ReturnHeader/Filer/USAddress/AddressLine102001 NW JEFFERSON STREET
ReturnHeader/Filer/USAddress/City0BLUE SPRINGS
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BEATTY & FULLERTON CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102001 NW JEFFERSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BLUE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode064015
ReturnHeader/PreparerPersonGrp/PhoneNum08162244195
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT FULLERTON CPA
ReturnHeader/ReturnTs02014-11-15T08:57:33-08:00
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
$106,012
Liabilities
-
Net assets
$106,012
Revenue
$152,891
Expenses
$130,732
Net income
$22,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.03$1.06$2.41$2.39$0.02
2023Summary only. Only limited summary data is available for this year.$1.08$0.04$1.04$2.04$2.41$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.12$1.41$2.77$3.00$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.09$1.63$2.73$2.46$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.32$1.36$5.33$5.38$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.04$1.42$2.20$2.47$0.27
2018Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$2.32$2.08$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$1.66$1.59$0.08
2016Summary only. Only limited summary data is available for this year.$1.59$0.21$1.38$1.70$1.46$0.24
2015Summary only. Only limited summary data is available for this year.$1.16$0.02$1.28$1.20$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.53$1.31$0.22
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$1.24$1.20$0.04
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$1.05$1.04$0.02
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$1.06$0.98$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits