Civic Intelligence

Rotary International Lockport

990EZ • Fiscal year 2021 • EIN 36-6148603

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 02, 2021

Organization ProfileN/A
P O Box 337Lockport, IL 60441

(815) 353-4015

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

4.9%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

9.3%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,340

Up $711 (+9.3%) from 2020

Net Assets

Up

$8,340

Up $711 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin46th percentile

Revenue

Up

$14,506

Up $3,632 (+33%) from 2020

Expenses

Down

$13,795

Down $3,139 (-19%) from 2020

Net Income

Up

$711

Up $6,771 (+112%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2011: $43,481Liabilities 2011: $0Net Assets 2011: $43,4812011Assets 2012: $53,551Liabilities 2012: $0Net Assets 2012: $53,5512012Assets 2013: $51,945Liabilities 2013: $0Net Assets 2013: $51,9452013Assets 2014: $39,399Liabilities 2014: $0Net Assets 2014: $39,3992014Assets 2015: $38,318Liabilities 2015: $0Net Assets 2015: $38,3182015Assets 2016: $43,989Liabilities 2016: $0Net Assets 2016: $43,9892016Assets 2017: $36,740Liabilities 2017: $0Net Assets 2017: $36,7402017Assets 2018: $17,789Liabilities 2018: $0Net Assets 2018: $17,7892018Assets 2019: $13,689Liabilities 2019: $0Net Assets 2019: $13,6892019Assets 2020: $7,629Liabilities 2020: $0Net Assets 2020: $7,6292020Assets 2021: $8,340Liabilities 2021: $0Net Assets 2021: $8,3402021Assets 2023: $6,266Net Assets 2023: $6,2662023

Highlighted filing

2021

Assets$8,340
Liabilities$0
Net Assets$8,340
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $36,255Expenses 2011: $32,119Net Income 2011: $4,1362011Revenue 2012: $43,689Expenses 2012: $33,619Net Income 2012: $10,0702012Revenue 2013: $27,291Expenses 2013: $28,897Net Income 2013: -$1,6062013Revenue 2014: $35,421Expenses 2014: $47,967Net Income 2014: -$12,5462014Revenue 2015: $27,808Expenses 2015: $28,889Net Income 2015: -$1,0812015Revenue 2016: $32,953Expenses 2016: $27,282Net Income 2016: $5,6712016Revenue 2017: $22,149Expenses 2017: $29,398Net Income 2017: -$7,2492017Revenue 2018: $5,852Expenses 2018: $24,803Net Income 2018: -$18,9512018Revenue 2019: $18,592Expenses 2019: $22,692Net Income 2019: -$4,1002019Revenue 2020: $10,874Expenses 2020: $16,934Net Income 2020: -$6,0602020Revenue 2021: $14,506Expenses 2021: $13,795Net Income 2021: $7112021Revenue 2023: $40,865Expenses 2023: $25,081Net Income 2023: $15,7842023

Highlighted filing

2021

Revenue$14,506
Expenses$13,795
Net Income$711
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 2, 2021
Return Version
2020v4.0
Gross Receipts
$14,506
Mission and Program Overview

Mission

Rotary is a worldwide service organization that provides support to local charities and organizations

Program Services

DescriptionGrantsExpenses
Scholarships to high school students $4,000 and donations to other local organizations and Christmas baskets$0$7,737
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WartenbergPresident-$0--
John McNultySecretary-$0--
Janet SchulerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-6148603
Phone
8153534015
Address
P O Box 337, Lockport, IL 60441

Signing Officer

Name
Janet Schuler
Title
Treasurer
Phone
8158384068
Signed
2021-09-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Other revenue, lunch receipts”

Form 990-EZ, Part I, Line 16

“Description;Amount^International dues;4195|Awards and other;277^Total;4472^”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Janet Schuler
IRS990EZ/BooksInCareOfDetail/PhoneNum08158387159
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 337
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lockport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060441
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07737
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0711
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07629
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08340
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07737
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014506
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07629
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07629
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08340
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Wartenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John McNulty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janet Schuler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04472
IRS990EZ/OtherRevenueTotalAmt0661
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Rotary is a worldwide service organization that provides support to local charities and organizations
IRS990EZ/PrintingPublicationsPostageAmt01586
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to high school students $4,000 and donations to other local organizations and Christmas baskets
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07737
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013795
IRS990EZ/TotalProgramServiceExpensesAmt07737
IRS990EZ/TotalRevenueAmt014506
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationOtherDesc0group exemption Rotary International
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other revenue, lunch receipts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^International dues;4195|Awards and other;277^Total;4472^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Schuler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08158384068
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0366148603
ReturnHeader/Filer/PhoneNum08153534015
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 337
ReturnHeader/Filer/USAddress/CityNm0Lockport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060441
ReturnHeader/ReturnTs02021-09-02T12:32:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,340
Liabilities
$0
Net assets
$8,340
Revenue
$14,506
Expenses
$13,795
Net income
$711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.27$6.27$40.9$25.1$15.8
2021Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$14.5$13.8$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$10.9$16.9$6.06
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$18.6$22.7$4.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$5.85$24.8$19.0
2017Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$22.1$29.4$7.25
2016Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$33.0$27.3$5.67
2015Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$27.8$28.9$1.08
2014Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$35.4$48.0$12.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.9$0.00$51.9$27.3$28.9$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$0.00$53.6$43.7$33.6$10.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.00$43.5$36.3$32.1$4.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits