Civic Intelligence

St. Cloud Rotary Foundation Inc.

990 • Fiscal year 2022 • EIN 36-3396376

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 09, 2023

PO Box 713St Cloud, MN 56302

(320) 493-3984

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,620,477

Down $269,566 (-14%) from 2021

Net Assets

Down

$1,620,477

Down $269,566 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$278,038

Down $40,185 (-13%) from 2021

Expenses

Down

$118,204

Down $325,414 (-73%) from 2021

Net Income

Up

$159,834

Up $285,229 (+227%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $389,650Liabilities 2011: $0Net Assets 2011: $389,6502011Assets 2012: $376,399Liabilities 2012: $0Net Assets 2012: $376,3992012Assets 2013: $507,763Liabilities 2013: $0Net Assets 2013: $507,7632013Assets 2014: $797,121Liabilities 2014: $0Net Assets 2014: $797,1212014Assets 2015: $774,257Liabilities 2015: $0Net Assets 2015: $774,2572015Assets 2016: $768,489Liabilities 2016: $0Net Assets 2016: $768,4892016Assets 2017: $891,980Liabilities 2017: $0Net Assets 2017: $891,9802017Assets 2018: $1,382,376Liabilities 2018: $151Net Assets 2018: $1,382,2252018Assets 2019: $1,555,038Liabilities 2019: $525Net Assets 2019: $1,554,5132019Assets 2020: $1,732,676Liabilities 2020: $179Net Assets 2020: $1,732,4972020Assets 2021: $1,890,043Liabilities 2021: $0Net Assets 2021: $1,890,0432021Assets 2022: $1,620,477Liabilities 2022: $0Net Assets 2022: $1,620,4772022Assets 2023: $1,778,605Liabilities 2023: $0Net Assets 2023: $1,778,6052023Assets 2024: $1,918,589Liabilities 2024: $0Net Assets 2024: $1,918,5892024Assets 2025: $2,011,492Liabilities 2025: $200Net Assets 2025: $2,011,2922025

Highlighted filing

2022

Assets$1,620,477
Liabilities$0
Net Assets$1,620,477

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $8,031Expenses 2011: $22,144Net Income 2011: -$14,1132011Expenses 2012: $35,8532012Expenses 2013: $19,3592013Revenue 2014: $268,854Expenses 2014: $34,891Net Income 2014: $233,9632014Revenue 2015: $197,485Expenses 2015: $195,437Net Income 2015: $2,0482015Revenue 2016: $156,315Expenses 2016: $138,453Net Income 2016: $17,8622016Revenue 2017: $183,097Expenses 2017: $122,040Net Income 2017: $61,0572017Revenue 2018: $576,383Expenses 2018: $89,826Net Income 2018: $486,5572018Revenue 2019: $277,951Expenses 2019: $265,374Net Income 2019: $12,5772019Revenue 2020: $596,662Expenses 2020: $416,786Net Income 2020: $179,8762020Revenue 2021: $318,223Expenses 2021: $443,618Net Income 2021: -$125,3952021Revenue 2022: $278,038Expenses 2022: $118,204Net Income 2022: $159,8342022Revenue 2023: $184,556Expenses 2023: $148,492Net Income 2023: $36,0642023Revenue 2024: $126,854Expenses 2024: $194,878Net Income 2024: -$68,0242024Revenue 2025: $207,958Expenses 2025: $267,933Net Income 2025: -$59,9752025

Highlighted filing

2022

Revenue$278,038
Expenses$118,204
Net Income$159,834
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 9, 2023
Return Version
2021v4.2
Gross Receipts
$767,756
Mission and Program Overview

Mission

To support and advance local community projects through supporting the efforts of local charities conducting those community service projects and to provide funding for park development and maintenance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,885,877$1,549,136▼ $336,741
Cash and Non-Interest-Bearing Accounts$4,166$71,341▲ $67,175
Total Assets$1,890,043$1,620,477▼ $269,566
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,887,043$1,517,509▼ $369,534
Net Assets With Donor Restrictions$3,000$102,968▲ $99,968
Total Net Assets Fund Balance$1,890,043$1,620,477▼ $269,566
Total Liabilities and Net Assets / Fund Balance$1,890,043$1,620,477▼ $269,566

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,549,136--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Renae SternkePresident
Brad HansonSecretary
Jerry MccarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$169,657
Program Service Revenue
$0
Investment Income
$81,530
Other Revenue
$26,851
All Other Contributions
$169,657
Change in Net Assets
$159,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,177
Other Expenses$20,027
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,177--$98,177
Fees for Service Investment Mgmnt Fees$17,664--$17,664
Fees for Services Accounting$1,925--$1,925
Office Expenses-$324-$324
Other Expenses$114--$114
Total Functional Expenses$117,880$324$0$118,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Social ServicesSt Paul, MN501(c)3Connect Homeless Teens and Young Adults to Social Services, Medical Professionals, Etc.$34,733
Greater St Cloud Public Safety FoundationSt Cloud, MN501(c)3Charitable Purposes$30,000
St Cloud Area School District 742Waite Park, MNGOV'T$10,000 FOR STUDENT SCHOLARSHIPS.$10,000
Preschool 4 Success-501(c)3Charitable Purposes$9,700
Dominican Water Project-GOV'TRenovation of Rotary Park West$8,793
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,367
Fundraising Direct Expenses$2,516
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Fundraising$29,367$29,367$2,516$26,851
Total Events$29,367$29,367$2,516$26,851
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Part VI, Section A, Line 6

Members of the rotary club of st cloud are automatically members of the organization. There were 145 members during the 2021 fiscal year.

Form 990, Part VI, Section A, Line 7A

The members elect the organizations board members.

Form 990, Part VI, Section B, Line 11B

The full 990 is reviewed and approved by the board prior to submission to the irs.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, policies, and financial statements available to the public upon request and on the website of the st cloud rotary club.

Filing and Contact Details

Filer

Filer Name
St Cloud Rotary Foundation Inc
EIN
36-3396376
Phone
3204933984
Address
PO BOX 713, ST CLOUD, MN 56302

Signing Officer

Name
Brad Hanson
Title
Secretary
Phone
3204933984
Signed
2023-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Hanson
Formed
1985
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
145

Preparer

Firm
SCHLENNER WENNER & CO CPA'S PA
Address
630 ROOSEVELT RD STE 201, ST CLOUD, MN 56301
Preparer
Shelley M Gaetz
Phone
3202510286
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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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IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt234733
IRS990ScheduleI/RecipientTable/CashGrantAmt38793
IRS990ScheduleI/RecipientTable/CashGrantAmt49700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV'T
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV'T
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0$10,000 FOR STUDENT SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CONNECT HOMELESS TEENS AND YOUNG ADULTS TO SOCIAL SERVICES, MEDICAL PROFESSIONALS, ETC.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3RENOVATION OF ROTARY PARK WEST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST CLOUD AREA SCHOOL DISTRICT 742
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GREATER ST CLOUD PUBLIC SAFETY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LUTHERAN SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DOMINICAN WATER PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PRESCHOOL 4 SUCCESS
IRS990ScheduleI/RecipientTable/RecipientEIN0411770753
IRS990ScheduleI/RecipientTable/RecipientEIN1475625865
IRS990ScheduleI/RecipientTable/RecipientEIN2410872993
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 2ND ST S
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1101 11TH AVENUE NORTH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22485 COMO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAITE PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST CLOUD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd056387
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd156303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd255108
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ONLY GRANTS FUNDS TO IRC CODE SECTION 501(C) CHARITABLE ORGANIZATIONS AND GOVERNMENTAL ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE ROTARY CLUB OF ST CLOUD ARE AUTOMATICALLY MEMBERS OF THE ORGANIZATION. THERE WERE 145 MEMBERS DURING THE 2021 FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE ORGANIZATIONS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FULL 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE WEBSITE OF THE ST CLOUD ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01890043
IRS990/TotalAssetsEOYAmt01620477
IRS990/TotalAssetsGrp/BOYAmt01890043
IRS990/TotalAssetsGrp/EOYAmt01620477
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0169657
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117880
IRS990/TotalFunctionalExpensesGrp/TotalAmt0118204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01890043
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01620477
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0117880
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0108381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278038
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01890043
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01620477
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 713
IRS990/USAddress/CityNm0ST CLOUD
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd056302
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03204933984
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CLOUD ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STCL
ReturnHeader/Filer/EIN0363396376
ReturnHeader/Filer/PhoneNum03204933984
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 713
ReturnHeader/Filer/USAddress/CityNm0ST CLOUD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411656121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHLENNER WENNER & CO CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 ROOSEVELT RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST CLOUD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056301
ReturnHeader/PreparerPersonGrp/PhoneNum03202510286
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLEY M GAETZ
ReturnHeader/ReturnTs02023-02-10T14:02:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$2.01$0.00$2.01$0.21$0.27$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.18$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.28$0.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.32$0.44$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.60$0.42$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.55$0.28$0.27$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.58$0.09$0.49
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.18$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.16$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.20$0.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.27$0.03$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.01$0.02$0.01