Civic Intelligence

Rotary International District 6040

990 • Fiscal year 2019 • EIN 91-1950996

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

Organization ProfileN/A
982 SW 37th StreetBlue Springs, MO 64015

(816) 224-4195

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-5.3%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$145,788

Down $23,436 (-14%) from 2018

Net Assets

Down

$141,542

Down $27,443 (-16%) from 2018

Liabilities

Up

$4,246

Up $4,007 (+1677%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin21st percentile

Revenue

Down

$219,657

Down $12,307 (-5.3%) from 2018

Expenses

Up

$247,100

Up $38,982 (+19%) from 2018

Net Income

Down

-$27,443

Down $51,289 (-215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$145,788
Liabilities$4,246
Net Assets$141,542
Open 2019 Filing

Operations Trend

Revenue Growth39th 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

2019

Revenue$219,657
Expenses$247,100
Net Income-$27,443
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$238,928
Mission and Program Overview

Mission

Local community service projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$169,224$141,952▼ $27,272
Prepaid Expenses and Deferred Charges-$3,836-
Total Assets$169,224$145,788▼ $23,436
Liabilities
Accounts Payable and Accrued Expenses$239$4,246▲ $4,007
Total Liabilities$239$4,246▲ $4,007
Net Assets / Fund Balance
Unrestricted Net Assets$168,985$141,542▼ $27,443
Total Net Assets Fund Balance$168,985$141,542▼ $27,443
Total Liabilities and Net Assets / Fund Balance$169,224$145,788▼ $23,436
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Bill CosgroveAssistant Go
Bob HagedornAssistant Go
Cassy VentersAssistant Go
Chad HigdonAssistant Go
Chad WaldoAssistant Go
Clay JoinerAssistant Go
Jane BlackburnAssistant Go
John GillAssistant Go
Johnah TerbovicAssistant Go
Kathy OteroAssistant Go
Kim LesageAssistant Go
Len RhineAssistant Go
Nancy BoydAssistant Go
Ralph CupelliAssistant Go
Rick WilliamsAssistant Go
Ron FinkeAssistant Go
Sandra FleakAssistant Go
Shane HallAssistant Go
Marc HornerDist Governo
Carl FroeschleDist. Treasu
Julie MccoyDistrict Gov
Frank DixonMembership C
Allen GarnerPast Distric
Mary AltheideSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$66,068
Program Service Revenue
$96,084
Investment Income
$332
Other Revenue
$57,173
Change in Net Assets
$-27,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,224
Other Expenses$93,876
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,224--$153,224
Fees for Services Management$15,813--$15,813
All Other Expenses$8,431--$8,431
Other Expenses$3,943--$3,943
Fees for Services Accounting$900--$900
Office Expenses$726--$726
Total Functional Expenses$247,100$0$0$247,100
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Foundation---$60,859
Microgrant---$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$76,444
Fundraising Direct Expenses$19,271
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Foundation Dinn$76,444$76,444$19,271$57,173
Total Events$76,444$76,444$19,271$57,173
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 was reviewed by board before signing return.”

Form 990, Page 6, Part VI, Line 19

“Documents are made avialable upon written request.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 6040
EIN
91-1950996
Phone
8162244195
Address
982 SW 37TH STREET, BLUE SPRINGS, MO 64015

Signing Officer

Name
Carl Froeschle
Title
Dist. Treasurer
Phone
8162244195
Signed
2019-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Mccoy
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
50

Preparer

Firm
Fullerton & Co LLC
Address
982 SW 37TH STREET, BLUE SPRINGS, MO 64015
Preparer
Scott Fullerton CPA
Phone
8162244195
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0JULIE MCCOY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096084
IRS990/ProgSrvcAccomActy2Grp/Desc0EXCHANGE PROGRAMS TO PROMOTE INTERNATIONAL UNDERSTANDING AND PEACE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030693
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE REMAINDER OF FUNDS FROM THE ROTARY FOUNDATION DINNER ARE DONATED TO THE ROTARY FOUNDATION TO PROMOTE THE IDEALS OF THE ROTARY WHERE NEEDED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt060859
IRS990/ProgSrvcAccomActy3Grp/GrantAmt060859
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt094968
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0118057
IRS990/PYInvestmentIncomeAmt0301
IRS990/PYOtherExpensesAmt090061
IRS990/PYOtherRevenueAmt036683
IRS990/PYProgramServiceRevenueAmt0100012
IRS990/PYRevenuesLessExpensesAmt023846
IRS990/PYTotalExpensesAmt0208118
IRS990/PYTotalRevenueAmt0231964
IRS990/ReconcilationRevenueExpnssAmt0-27443
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019271
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOUNDATION DINN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076444
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057173
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019271
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019271
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060859
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MICROGRANT
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FORM 990 WAS REVIEWED BY BOARD BEFORE SIGNING RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVIALABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0169224
IRS990/TotalAssetsEOYAmt0145788
IRS990/TotalAssetsGrp/BOYAmt0169224
IRS990/TotalAssetsGrp/EOYAmt0145788
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066068
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247100
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247100
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0239
IRS990/TotalLiabilitiesEOYAmt04246
IRS990/TotalLiabilitiesGrp/BOYAmt0239
IRS990/TotalLiabilitiesGrp/EOYAmt04246
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0168985
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141542
IRS990/TotalProgramServiceExpensesAmt0247100
IRS990/TotalProgramServiceRevenueAmt096084
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt096416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219657
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0169224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145788
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0168985
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0141542
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL FROESCHLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIST. TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08162244195
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 6040
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0911950996
ReturnHeader/Filer/PhoneNum08162244195
ReturnHeader/Filer/USAddress/AddressLine1Txt0982 SW 37TH STREET
ReturnHeader/Filer/USAddress/CityNm0BLUE SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBC37A082EB660097508BA4C927D0A4749A3EF7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBC37A082EB660097508BA4C927D0A4749A3EF7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.151.246
ReturnHeader/FilingSecurityInformation/IPDt02019-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:46:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202972179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULLERTON & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0982 SW 37TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064015
ReturnHeader/PreparerPersonGrp/PhoneNum08162244195
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT FULLERTON CPA
ReturnHeader/ReturnTs02019-10-10T10:46:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,788
Liabilities
$4,246
Net assets
$141,542
Revenue
$219,657
Expenses
$247,100
Net income
-$27,443
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
2019Detailed filing. Detailed filing data is available for this year.$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