Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 93-0746985

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 26, 2015

Organization Profilewww.bandonrotary.org
PO Box 2176Bandon, OR 97411

(541) 347-8360

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

85th percentile

26%

Higher net margin than 85% 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

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$221,083

Up $14,138 (+6.8%) from 2014

Net Assets

Up

$221,033

Up $14,261 (+6.9%) from 2014

Liabilities

Down

$50

Down $123 (-71%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Down

$47,070

Down $127,477 (-73%) from 2014

Expenses

Up

$34,656

Up $9,454 (+38%) from 2014

Net Income

Down

$12,414

Down $136,931 (-92%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300K$200K$100K$0Assets 2014: $206,945Liabilities 2014: $173Net Assets 2014: $206,7722014Assets 2015: $221,083Liabilities 2015: $50Net Assets 2015: $221,0332015Assets 2016: $207,176Liabilities 2016: $2,197Net Assets 2016: $204,9792016

Highlighted filing

2015

Assets$221,083
Liabilities$50
Net Assets$221,033
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$150K$100K$50K$0Revenue 2014: $174,547Expenses 2014: $25,202Net Income 2014: $149,3452014Revenue 2015: $47,070Expenses 2015: $34,656Net Income 2015: $12,4142015Revenue 2016: $29,570Expenses 2016: $28,009Net Income 2016: $1,5612016

Highlighted filing

2015

Revenue$47,070
Expenses$34,656
Net Income$12,414
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 26, 2015
Return Version
2014v5.0
Gross Receipts
$58,324
Mission and Program Overview

Mission

Promote fellowship and support community and international service projects.

Program Services

DescriptionGrantsExpenses
See Line 10 for addl details$13,025$13,025
PROVIDE SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL STUDENTS TO FURTHER THEIR EDUCATION$5,000$5,000
Fund vaccinations and immunizations for preschool and school age children of needy families. Approx 200 children in Bandon cannot afford such vaccinations and immunizations.$4,552$4,552
Fund Ready to Smile initiative administered by the Oregon Community Foundation to educate, screen and provide preventative dental care for Coos and Curry County students.$2,500$2,500
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORA THOMASONPresident, Director-$0--
CHARLES WARDPresident-Elect, Pr Chair, Director-$0--
JOSEPH BAINVice President, Director-$0--
DENNIS THOMASONSecretary, Director-$0--
SARA KIMBALLTreasurer, Director-$0--
MARYANN SOUKUPPast President, Foundation Chair,Director-$0--
AMY MOSS-STRONGMembership Chair, Director-$0--
BART STEINAdministration Chair, Director-$0--
DIANE BUCHEService Projects Chair, Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine & Cheese Extravaganza$30,218$27,218$3,702$23,516
None----
Total Events$30,218$27,218$11,254$15,964
Filing and Contact Details

Filer

Filer Name
Rotary Intl Bandon By-the-sea Club
EIN
93-0746985
Phone
5413478360
Address
PO Box 2176, Bandon, OR 97411

Signing Officer

Name
Charles Ward
Title
President
Phone
5413478360
Signed
2015-10-26

Preparer

Firm
Maryann Soukup CPA
Address
1130 Baltimore Ave SE A8, Bandon, OR 97411-9136
Preparer
Maryann Soukup
Phone
5413290380
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships children none 5000. Vaccinations & immunizations for needy children children bandon community health center none 4552. Animal shelter aide animals animal shelter aide none 2500. Dental services for needy children children ready to smile, oregon comm fdn none 2500. Rotary youth leadership awards children rotary district 5110 ryla-mary hoskins affiliate 2200. International service projects intl the rotary foundation matching grants affiliate 1500. Preschool needs children bandon commu”

Form 990EZ, Part I, Line 16

“Licenses 50. Investment fees 1507. Member expenses 6083. Weekly meeting expenses 815. Website 50. Miscellaneous 194. Interact 106.”

Form 990EZ, Part I, Line 20

“Unrealized gain on investments 1847.”

Form 990EZ, Part II, Line 24

“DEPOSITS 30. 30.”

Form 990EZ, Part II, Line 26

“Other current liabilities 173. 50.”

Raw XML Appendix170 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/PersonNm0SARA KIMBALL
IRS990EZ/BooksInCareOfDetail/PhoneNum05412536010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt052032 Sturtevant Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bandon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097411
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0206915
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0221053
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018270
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012414
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0206945
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0221083
IRS990EZ/FundraisingGrossIncomeAmt027218
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025077
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt058324
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08136
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0206772
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0221033
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0206772
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0221033
IRS990EZ/OccupancyRentUtltsAndMaintAmt0540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
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/PersonNm0NORA THOMASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH BAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS THOMASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA KIMBALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYANN SOUKUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY MOSS-STRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BART STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DIANE BUCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect, PR Chair, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President, Foundation Chair,Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership Chair, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Administration Chair, Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Service Projects Chair, Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030
IRS990EZ/OtherChangesInNetAssetsAmt01847
IRS990EZ/OtherExpensesTotalAmt08805
IRS990EZ/PrimaryExemptPurposeTxt0Promote fellowship and support community and international service projects.
IRS990EZ/PrintingPublicationsPostageAmt0234
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL STUDENTS TO FURTHER THEIR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fund vaccinations and immunizations for preschool and school age children of needy families. Approx 200 children in Bandon cannot afford such vaccinations and immunizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fund Ready to Smile initiative administered by the Oregon Community Foundation to educate, screen and provide preventative dental care for Coos and Curry County students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3See Line 10 for addl details
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14552
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt313025
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14552
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011254
IRS990EZ/SpecialEventsNetIncomeLossAmt015964
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0173
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034656
IRS990EZ/TotalProgramServiceExpensesAmt025077
IRS990EZ/TotalRevenueAmt047070
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bandonrotary.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011254
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wine & Cheese Extravaganza
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07552
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027218
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015964
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS CHILDREN NONE 5000. VACCINATIONS & IMMUNIZATIONS FOR NEEDY CHILDREN CHILDREN BANDON COMMUNITY HEALTH CENTER NONE 4552. ANIMAL SHELTER AIDE ANIMALS ANIMAL SHELTER AIDE NONE 2500. DENTAL SERVICES FOR NEEDY CHILDREN CHILDREN READY TO SMILE, OREGON COMM FDN NONE 2500. ROTARY YOUTH LEADERSHIP AWARDS CHILDREN ROTARY DISTRICT 5110 RYLA-MARY HOSKINS AFFILIATE 2200. INTERNATIONAL SERVICE PROJECTS INTL THE ROTARY FOUNDATION MATCHING GRANTS AFFILIATE 1500. PRESCHOOL NEEDS CHILDREN BANDON COMMU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES 50. INVESTMENT FEES 1507. MEMBER EXPENSES 6083. WEEKLY MEETING EXPENSES 815. WEBSITE 50. MISCELLANEOUS 194. INTERACT 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 1847.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEPOSITS 30. 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CURRENT LIABILITIES 173. 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05413478360
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTL BANDON BY-THE-SEA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0930746985
ReturnHeader/Filer/PhoneNum05413478360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2176
ReturnHeader/Filer/USAddress/CityNm0Bandon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARYANN SOUKUP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01130 Baltimore Ave SE A8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bandon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974119136
ReturnHeader/PreparerPersonGrp/PhoneNum05413290380
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARYANN SOUKUP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-28T14:29:59-07:00
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
$221,083
Liabilities
$50
Net assets
$221,033
Revenue
$47,070
Expenses
$34,656
Net income
$12,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.02$2.05$0.30$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.47$0.35$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.75$0.25$1.49