Civic Intelligence

Rotary Club of Ames Foundation

EIN 38-3911322 • 501(c)3 • Ames, IA

Profile

To advance the rotary avenues of service. The foundation is organized exclusively for charitable, educational, and scientific purposes.

PO Box 327Ames, IA 50010

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

6th percentile

-275%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

16th percentile

-68%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$97,157

Down $209,177 (-68%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$97,157

Down $209,177 (-68%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$76,146

Down $78,053 (-51%) from 2024

Expenses

Up

$285,323

Up $271,494 (+1963%) from 2024

Net Income

Down

-$209,177

Down $349,547 (-249%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $114,579Liabilities 2015: $0Net Assets 2015: $114,5792015Assets 2016: $156,818Liabilities 2016: $0Net Assets 2016: $156,8182016Assets 2017: $119,109Liabilities 2017: $0Net Assets 2017: $119,1092017Assets 2018: $272,171Liabilities 2018: $0Net Assets 2018: $272,1712018Assets 2019: $377,512Liabilities 2019: $0Net Assets 2019: $377,5122019Assets 2020: $90,569Liabilities 2020: $0Net Assets 2020: $90,5692020Assets 2021: $97,321Liabilities 2021: $0Net Assets 2021: $97,3212021Assets 2022: $139,042Liabilities 2022: $0Net Assets 2022: $139,0422022Assets 2023: $165,964Liabilities 2023: $0Net Assets 2023: $165,9642023Assets 2024: $306,334Liabilities 2024: $0Net Assets 2024: $306,3342024Assets 2025: $97,157Net Assets 2025: $97,1572025

Highlighted filing

2025

Assets$97,157
Liabilities-
Net Assets$97,157
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2015: $249,413Expenses 2015: $134,834Net Income 2015: $114,5792015Revenue 2016: $51,723Expenses 2016: $9,484Net Income 2016: $42,2392016Revenue 2017: $129,424Expenses 2017: $167,133Net Income 2017: -$37,7092017Revenue 2018: $201,379Expenses 2018: $48,317Net Income 2018: $153,0622018Revenue 2019: $200,622Expenses 2019: $95,281Net Income 2019: $105,3412019Revenue 2020: $101,122Expenses 2020: $388,065Net Income 2020: -$286,9432020Revenue 2021: $32,208Expenses 2021: $25,456Net Income 2021: $6,7522021Revenue 2022: $71,462Expenses 2022: $29,741Net Income 2022: $41,7212022Revenue 2023: $80,335Expenses 2023: $53,413Net Income 2023: $26,9222023Revenue 2024: $154,199Expenses 2024: $13,829Net Income 2024: $140,3702024Revenue 2025: $76,146Expenses 2025: $285,323Net Income 2025: -$209,1772025

Highlighted filing

2025

Revenue$76,146
Expenses$285,323
Net Income-$209,177
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,157
Liabilities
-
Net assets
$97,157
Revenue
$76,146
Expenses
$285,323
Net income
-$209,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.76$2.85$2.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$1.54$0.14$1.40
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.80$0.53$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.71$0.30$0.42
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.32$0.25$0.07
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.91$0.00$0.91$1.01$3.88$2.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$2.01$0.95$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$2.01$0.48$1.53
2017Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$1.29$1.67$0.38
2016Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.52$0.09$0.42
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$2.49$1.35$1.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$76,146
Mission and Program Overview

Mission

To advance the rotary avenues of service. The foundation is organized exclusively for charitable, educational, and scientific purposes.

Program Services

DescriptionGrantsExpenses
TO ADVANCE THE ROTARY AVENUES OF SERVICE. THE FOUNDATION IS ORGANIZED EXCLUSIVELYFOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.-$285,323
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDI PETERSPresident & CEO-$0--
R DEAN PHILLIPSTreasurer-$0--
KARIN SEVDESecretary-$0--
JAMIE COURTNEYDirector-$0--
DAVID HANSENDirector-$0--
JEAN SHEETSDirector-$0--
LES WOLFEDirector-$0--
JIM BLACKDirector-$0--
GLEN RIPPKEPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ames Foundation
EIN
38-3911322
Phone
5152320595
Address
PO BOX 327, AMES, IA 50010

Signing Officer

Name
R Dean Phillips
Title
Treasurer
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Klatt & Associates CPA PC
Address
617 Duff / PO Box 310, Ames, IA 50010
Preparer
James E Dickson CPA
Phone
5152325642
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: ROTARY INTERNATIONAL FOUNDATION | Donee's Address: 1560 SHRMAN AVE SUITE LL1 EVANSTON IL 60201 | Cash Amount Given: $275323”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: 5 ANNUAL COLLEGE SCHOLARSHIPS | Donee's Address: PO BOX 327 AMES IA 50010 | Cash Amount Given: $10000”

Raw XML Appendix177 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/PersonNm0R DEAN PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum05152320595
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01934 STEVENSON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0306334
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097157
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069321
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-209177
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0306334
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097157
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0285323
IRS990EZ/GrossReceiptsAmt076146
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06825
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0306334
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0306334
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097157
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0RANDI PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1R DEAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARIN SEVDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE COURTNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEAN SHEETS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LES WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GLEN RIPPKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE THE ROTARY AVENUES OF SERVICE. THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ADVANCE THE ROTARY AVENUES OF SERVICE. THE FOUNDATION IS ORGANIZED EXCLUSIVELYFOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0285323
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0285323
IRS990EZ/TotalProgramServiceExpensesAmt0285323
IRS990EZ/TotalRevenueAmt076146
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0149512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0402001
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0538
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06825
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012349
IRS990ScheduleA/InvestmentIncomeCYPct00.02980
IRS990ScheduleA/InvestmentIncomePYPct00.01150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97020
IRS990ScheduleA/PublicSupportPY509Pct00.98850
IRS990ScheduleA/PublicSupportTotal509Amt0402001
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0149512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031670
IRS990ScheduleA/Total509Grp/TotalAmt0402001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032208
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY INTERNATIONAL FOUNDATION | Donee's Address: 1560 SHRMAN AVE SUITE LL1 EVANSTON IL 60201 | Cash Amount Given: $275323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: 5 ANNUAL COLLEGE SCHOLARSHIPS | Donee's Address: PO BOX 327 AMES IA 50010 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R DEAN PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF AMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0383911322
ReturnHeader/Filer/PhoneNum05152320595
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 327
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421219716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Klatt & Associates CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0617 Duff / PO Box 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ames
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050010
ReturnHeader/PreparerPersonGrp/PhoneNum05152325642
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James E Dickson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-15T08:22:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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