Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Rotary International - Wasilla Rotary Club Inc
990EZ • Fiscal year 2017 • EIN 92-0109835
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Down$24,732
Down $4,850 (-16%) from 2016
Net Assets
Down$24,732
Down $4,850 (-16%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$78,513
Up $11,894 (+18%) from 2016
Expenses
Up$83,363
Up $24,473 (+42%) from 2016
Net Income
Down-$4,850
Down $12,579 (-163%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 8, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $104,786
Mission and Program Overview
Mission
COMMUNITY SERVICE
Program Services
| Description | Grants | Expenses |
|---|---|---|
| COMMUNITY SERVICE-LOCAL DONATIONS, STUDENT SCHOLARSHIPS, YOUTH ACTIVITIES, EDUCATIONAL SUPPORT, COMMUNITY SUPPORT, AND FOREIGN STUDENTS. | - | $54,316 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PAUL BEER | Pres. Elect | - | $0 | - | - |
| TAMMY LINCOLN | Secretary | - | $0 | - | - |
| JONI GERHARZ | Treasurer | - | $0 | - | - |
| LISA PHILLIPS | President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Rotary Uncorked | $58,382 | $58,382 | $23,704 | $34,678 |
| Rotary 5k Run | $8,592 | $8,592 | $2,569 | $6,023 |
| Total Events | $66,974 | $66,974 | $26,273 | $40,701 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International -
- EIN
- 92-0109835
- Phone
- 9077452148
- Address
- PO BOX 873906, WASILLA, AK 99687-3906
Signing Officer
- Name
- Joni Gerharz
- Title
- Treasurer
- Phone
- 9073735484
- Signed
- 2017-11-08
Preparer
- Firm
- Namtvedt & Company Cpas Inc
- Address
- PO BOX 871625, WASILLA, AK 99687-1625
- Preparer
- Teri L Namtvedt CPA
- Phone
- 9073763576
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses accounting service 1,200 bank service fees 1,595 christmas activites 1,180 district academy 130 district dues 2,145 fellowship exchange 326 gaming 50/50 2,894 grant expenses 24,697 international dues 2,531 local community project 1,000 lunch expense/room charge 13,649 paul harris expenses 1,351 pets conference 2,018 ryla 726 student allowance 1,200 supplies 2,408 tax preparation 550 website development 419 youth exchange 5,373 youth scholarships 13,000 100th celebration expense 1,413 membership committee 29 district conference 1,420 other expense 832 public relations 150 gaming expense 487 foundation dinner/auction 640 total 83,363”
Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JONI GERHARZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9077452148 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 873609 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WASILLA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 996873609 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 29582 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24732 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16582 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4850 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 29582 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24732 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 66974 |
| IRS990EZ/GrossReceiptsAmt | 0 | 104786 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8799 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 29582 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 24732 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 29582 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 24732 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | PAUL BEER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TAMMY LINCOLN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JONI GERHARZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA PHILLIPS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRES. ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 83363 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | COMMUNITY SERVICE |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 12429 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | COMMUNITY SERVICE-LOCAL DONATIONS, STUDENT SCHOLARSHIPS, YOUTH ACTIVITIES, EDUCATIONAL SUPPORT, COMMUNITY SUPPORT, AND FOREIGN STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 54316 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 26273 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 40701 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 83363 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54316 |
| IRS990EZ/TotalRevenueAmt | 0 | 78513 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | NON-PROFIT |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 26273 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ROTARY UNCORKED |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | ROTARY 5K RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 58382 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 8592 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 66974 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 58382 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 8592 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 66974 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 40701 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 26273 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 23704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2569 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ACCOUNTING SERVICE 1,200 BANK SERVICE FEES 1,595 CHRISTMAS ACTIVITES 1,180 DISTRICT ACADEMY 130 DISTRICT DUES 2,145 FELLOWSHIP EXCHANGE 326 GAMING 50/50 2,894 GRANT EXPENSES 24,697 INTERNATIONAL DUES 2,531 LOCAL COMMUNITY PROJECT 1,000 LUNCH EXPENSE/ROOM CHARGE 13,649 PAUL HARRIS EXPENSES 1,351 PETS CONFERENCE 2,018 RYLA 726 STUDENT ALLOWANCE 1,200 SUPPLIES 2,408 TAX PREPARATION 550 WEBSITE DEVELOPMENT 419 YOUTH EXCHANGE 5,373 YOUTH SCHOLARSHIPS 13,000 100TH CELEBRATION EXPENSE 1,413 MEMBERSHIP COMMITTEE 29 DISTRICT CONFERENCE 1,420 OTHER EXPENSE 832 PUBLIC RELATIONS 150 GAMING EXPENSE 487 FOUNDATION DINNER/AUCTION 640 TOTAL 83,363 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JONI GERHARZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9073735484 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL - |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WASILLA ROTARY CLUB INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 920109835 |
| ReturnHeader/Filer/PhoneNum | 0 | 9077452148 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 873906 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WASILLA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 996873906 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 99A4E65CE6CEFA0703C3C4E9BE989C4FE02296AD |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B772E06DD49A2746C0DEAF597BFC3FA58A0CDEB9 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 203807128 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | NAMTVEDT & COMPANY CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 871625 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WASILLA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 996871625 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9073763576 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TERI L NAMTVEDT CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-09T15:44:12-09:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $24,732
- Liabilities
- -
- Net assets
- $24,732
- Revenue
- $78,513
- Expenses
- $83,363
- Net income
- -$4,850