Civic Intelligence

Rotary International Rotary Club of Homer Kachemak Bay

990EZ • Fiscal year 2014 • EIN 92-0119058

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 13, 2014

PO Box 37799603

(907) 235-2443

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.24x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

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

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.

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

Asset Growth

91st percentile

53%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

28th percentile

-10.0%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Up

$45,531

Up $15,725 (+53%) from 2013

Net Assets

Up

$37,039

Up $34,454 (+1333%) from 2013

Liabilities

Down

$8,492

Down $18,729 (-69%) from 2013

Revenue

Down

$35,848

Down $3,970 (-10.0%) from 2013

Expenses

Down

$38,789

Down $2,340 (-5.7%) from 2013

Net Income

Down

-$2,941

Down $1,630 (-124%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $24,129Liabilities 2011: $9,484Net Assets 2011: $14,6452011Assets 2012: $22,001Liabilities 2012: $7,904Net Assets 2012: $14,0972012Assets 2013: $29,806Liabilities 2013: $27,221Net Assets 2013: $2,5852013Assets 2014: $45,531Liabilities 2014: $8,492Net Assets 2014: $37,0392014Assets 2015: $42,411Liabilities 2015: $0Net Assets 2015: $42,4112015Assets 2016: $39,029Liabilities 2016: $0Net Assets 2016: $39,0292016Assets 2017: $32,924Liabilities 2017: $02017Assets 2018: $57,845Liabilities 2018: $02018Assets 2019: $59,951Liabilities 2019: $02019Assets 2020: $72,546Liabilities 2020: $0Net Assets 2020: $72,5462020Assets 2021: $72,512Liabilities 2021: $0Net Assets 2021: $72,5122021Assets 2022: $83,446Liabilities 2022: $0Net Assets 2022: $83,4462022Assets 2023: $68,674Liabilities 2023: $0Net Assets 2023: $68,6742023Assets 2024: $44,585Liabilities 2024: $02024Assets 2025: $64,993Liabilities 2025: $14,700Net Assets 2025: $50,2932025

Highlighted filing

2014

Assets$45,531
Liabilities$8,492
Net Assets$37,039

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $34,928Expenses 2011: $42,649Net Income 2011: -$7,7212011Revenue 2012: $30,868Expenses 2012: $31,416Net Income 2012: -$5482012Revenue 2013: $39,818Expenses 2013: $41,129Net Income 2013: -$1,3112013Revenue 2014: $35,848Expenses 2014: $38,789Net Income 2014: -$2,9412014Revenue 2015: $43,738Expenses 2015: $41,294Net Income 2015: $2,4442015Revenue 2016: $112,853Expenses 2016: $104,396Net Income 2016: $8,4572016Revenue 2017: $114,333Expenses 2017: $107,315Net Income 2017: $7,0182017Revenue 2018: $47,732Expenses 2018: $27,724Net Income 2018: $20,0082018Revenue 2019: $58,682Expenses 2019: $53,043Net Income 2019: $5,6392019Revenue 2020: $48,013Expenses 2020: $36,183Net Income 2020: $11,8302020Revenue 2021: $38,730Expenses 2021: $38,764Net Income 2021: -$342021Revenue 2022: $61,576Expenses 2022: $55,568Net Income 2022: $6,0082022Revenue 2023: $63,044Expenses 2023: $78,119Net Income 2023: -$15,0752023Revenue 2024: $42,605Expenses 2024: $66,694Net Income 2024: -$24,0892024Revenue 2025: $54,489Expenses 2025: $34,975Net Income 2025: $19,5142025

Highlighted filing

2014

Revenue$35,848
Expenses$38,789
Net Income-$2,941
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 13, 2014
Return Version
2013v3.0
Gross Receipts
$36,407
Mission and Program Overview

Mission

The purposes of this club are to pursue the Object of Rotary, carry out successful service projects based on the Five Avenues of Service, contribute to the advancement of Rotary by strengthening membership, support The Rotary Foundation, and develop leaders beyond the club level.

Humanitarian Service, High Ethical Standards, Peace

Program Services

DescriptionGrantsExpenses
International Service projects provided increased understanding and goodwill throughout the world. This was accomplished with exchanges and projects such as the Lake Baikal trail building effort. Supported the Guatemal Coffee Roasting Project. Also Shelter Box, Polio Plus, Myanmar Health Fairs and cooking stoves for Nepal.$10,279$0
The Vocational Service Committee provided two college and two high school scholarships plus two vocational scholarships.$8,000$0
Over 1000 people attended the 28th annual Rotary Health Fair which provided FREE screenings and health information. Many individual Community Service projects were completed which provided funding for food programs, a garden project, and domestic violence prevention.$6,778$0
Our Youth Exchange program provides an opportunity to understand a different culture and way of life. The hope is that this will foster goodwill between countries. One student from Indonesia spent a year in Homer. A Homer student spent a year in Turkey.$6,778$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather BeggsPresidentPT$0--
Marie-McCartyPresident-Elect-$0--
Mary Ann RoweSecretary-$0--
Sharon MinschTreasurerPT$0--
Craig ForrestVice-President-$0--
Katie KoesterDirector-$0--
Boyd WalkerDirector-$0--
Rick AbboudDirector-$0--
Peter LarsonDirector-$0--
Filing and Contact Details

Filer

EIN
92-0119058
Phone
9072352443

Signing Officer

Name
Will Files
Title
Past President
Phone
9072992990
Signed
2014-10-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Funds raised at weekly meetings

Form 990-EZ, Part I, Line 16

Description;Amount^Bulletin;31|Club Supplies and materials;64|Guest lunches;750|Sunshine;54|Website;479|Office supplies;255|Tax Preparation;271|Bank charges;3|Membership;32|District Conference;1967|President Elect Training;1654^Total;5560^

Form 990-EZ, Part I, Line 20

adjustment

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Library Garden;200|Youth Exchange;300|Rotarian subscriptions;603|Rotary dues;1063|The Rotary Foundation Paul Harris;2536|New member prorated dues;484|District dues;3266|Other;40^Total;8492^

Raw XML Appendix163 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum09072354090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 469
IRS990EZ/BooksInCareOfDetail/USAddress/City0Homer
IRS990EZ/BooksInCareOfDetail/USAddress/State0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode099603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029353
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0306
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-2941
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0174
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031909
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036407
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08598
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02585
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02585
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037039
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
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/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/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Beggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marie-McCarty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Ann Rowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Minsch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Craig Forrest
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Koester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Boyd Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rick Abboud
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Peter Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0453
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt037395
IRS990EZ/OtherExpensesTotalAmt05560
IRS990EZ/OtherRevenueTotalAmt0306
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Humanitarian Service, High Ethical Standards, Peace
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramServiceRevenueAmt027012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Over 1000 people attended the 28th annual Rotary Health Fair which provided FREE screenings and health information. Many individual Community Service projects were completed which provided funding for food programs, a garden project, and domestic violence prevention.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Service projects provided increased understanding and goodwill throughout the world. This was accomplished with exchanges and projects such as the Lake Baikal trail building effort. Supported the Guatemal Coffee Roasting Project. Also Shelter Box, Polio Plus, Myanmar Health Fairs and cooking stoves for Nepal.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Vocational Service Committee provided two college and two high school scholarships plus two vocational scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Our Youth Exchange program provides an opportunity to understand a different culture and way of life. The hope is that this will foster goodwill between countries. One student from Indonesia spent a year in Homer. A Homer student spent a year in Turkey.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06778
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110279
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36778
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0559
IRS990EZ/SpecialEventsNetIncomeLossAmt0-385
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AK
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt027221
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08492
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038789
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035848
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.homerrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Funds raised at weekly meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Bulletin;31|Club Supplies and materials;64|Guest lunches;750|Sunshine;54|Website;479|Office supplies;255|Tax Preparation;271|Bank charges;3|Membership;32|District Conference;1967|President Elect Training;1654^Total;5560^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2adjustment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;EOY Amount^Library Garden;200|Youth Exchange;300|Rotarian subscriptions;603|Rotary dues;1063|The Rotary Foundation Paul Harris;2536|New member prorated dues;484|District dues;3266|Other;40^Total;8492^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Will Files
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Past President
ReturnHeader/BusinessOfficerGrp/PhoneNum09072992990
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20Homer Kachemak Bay Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0920119058
ReturnHeader/Filer/PhoneNum09072352443
ReturnHeader/Filer/USAddress/AddressLine10PO Box 377
ReturnHeader/Filer/USAddress/City0Homer
ReturnHeader/Filer/USAddress/State0AK
ReturnHeader/Filer/USAddress/ZIPCode099603
ReturnHeader/ReturnTs02014-10-17T17:51:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.15$0.50$0.54$0.35$0.20
2024Summary only. Only limited summary data is available for this year.$0.45$0.00$0.43$0.67$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.63$0.78$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.62$0.56$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.39$0.39$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.48$0.36$0.12
2019Summary only. Only limited summary data is available for this year.$0.60$0.00$0.59$0.53$0.06
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.48$0.28$0.20
2017Summary only. Only limited summary data is available for this year.$0.33$0.00$1.14$1.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.13$1.04$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.44$0.41$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.37$0.36$0.39$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.27$0.03$0.40$0.41$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.08$0.14$0.31$0.31$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.09$0.15$0.35$0.43$0.08