Civic Intelligence

Rotary International Rotary Club of Watertown Wi

990EZ • Fiscal year 2019 • EIN 39-0689450

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

Organization ProfileN/A
PO Box 34Watertown, WI 53094

(920) 988-7452

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

37%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

95th percentile

99%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-8.2%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$35,401

Up $17,646 (+99%) from 2018

Net Assets

Up

$35,401

Up $17,646 (+99%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin90th percentile

Revenue

Down

$47,351

Down $4,257 (-8.2%) from 2018

Expenses

Down

$29,703

Down $15,057 (-34%) from 2018

Net Income

Up

$17,648

Up $10,800 (+158%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2011: $16,767Net Assets 2011: $16,7672011Assets 2012: $16,922Liabilities 2012: $02012Assets 2013: $14,162Liabilities 2013: $0Net Assets 2013: $14,1622013Assets 2014: $10,970Liabilities 2014: $0Net Assets 2014: $10,9702014Assets 2015: $17,229Liabilities 2015: $0Net Assets 2015: $17,2292015Assets 2016: $6,512Liabilities 2016: $0Net Assets 2016: $6,5122016Assets 2017: $21,529Liabilities 2017: $10,622Net Assets 2017: $10,9072017Assets 2018: $17,755Liabilities 2018: $0Net Assets 2018: $17,7552018Assets 2019: $35,401Liabilities 2019: $0Net Assets 2019: $35,4012019Assets 2020: $41,497Liabilities 2020: $500Net Assets 2020: $40,9972020Assets 2021: $23,634Liabilities 2021: $500Net Assets 2021: $23,1342021Assets 2022: $27,600Liabilities 2022: $0Net Assets 2022: $27,6002022Assets 2023: $23,120Liabilities 2023: $02023Assets 2024: $12,910Liabilities 2024: $02024Assets 2025: $21,294Liabilities 2025: $0Net Assets 2025: $21,2942025

Highlighted filing

2019

Assets$35,401
Liabilities$0
Net Assets$35,401
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2011: $52,816Expenses 2011: $57,482Net Income 2011: -$4,6662011Revenue 2012: $52,818Expenses 2012: $52,663Net Income 2012: $1552012Revenue 2013: $60,610Expenses 2013: $63,370Net Income 2013: -$2,7602013Revenue 2014: $59,338Expenses 2014: $62,530Net Income 2014: -$3,1922014Revenue 2015: $54,588Expenses 2015: $48,329Net Income 2015: $6,2592015Revenue 2016: $45,943Expenses 2016: $56,660Net Income 2016: -$10,7172016Revenue 2017: $60,160Expenses 2017: $55,765Net Income 2017: $4,3952017Revenue 2018: $51,608Expenses 2018: $44,760Net Income 2018: $6,8482018Revenue 2019: $47,351Expenses 2019: $29,703Net Income 2019: $17,6482019Revenue 2020: $60,150Expenses 2020: $54,554Net Income 2020: $5,5962020Revenue 2021: $16,456Expenses 2021: $34,319Net Income 2021: -$17,8632021Revenue 2022: $35,063Expenses 2022: $30,598Net Income 2022: $4,4652022Revenue 2023: $28,990Expenses 2023: $33,472Net Income 2023: -$4,4822023Revenue 2024: $30,305Expenses 2024: $40,516Net Income 2024: -$10,2112024Revenue 2025: $30,635Expenses 2025: $22,251Net Income 2025: $8,3842025

Highlighted filing

2019

Revenue$47,351
Expenses$29,703
Net Income$17,648
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$62,931
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
NUMEROUS PROJECTS FOR THE BEFEFIT OF THE COMMUNITY-$6,304
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL MACHTPresident-$0--
TOM PASCHPresident Elect-$0--
DAVID LANGSecretary-$0--
KEVIN CLIFFORDImmediate Past President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beerwine Fr$23,489$23,489$11,586$11,903
Duckgoose F$11,080$11,080$3,994$7,086
Total Events$34,569$34,569$15,580$18,989
Filing and Contact Details

Filer

Filer Name
Rotary International Rotary Club of Watertown Wi
EIN
39-0689450
Address
PO BOX 34, WATERTOWN, WI 53094

Signing Officer

Name
Joel Macht
Title
President
Phone
9209887452
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Business & Tax Systems LLC
Address
110 S 2nd Street Suite B, Watertown, WI 53094
Preparer
Steve Jahnke CPA
Phone
9202619260
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmeal assessments 19,787”

List of grants and similar amounts paid Part I line 10

“Activity scholarship grantee matc street 1701 wright street city, state, zip madison, wi 53704amount 2,000activity donations grantee various amount 4,304”

Description of other expenses Part I line 16

“Description amountbadges/engraving 163dues/fees 5,449meals 15,430prof fees 16district dues 2,179supplies 162”

Other changes in net assets or fund balances Part I line 20

“Description amountrounding (2)”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 5,753 6,173”

Raw XML Appendix141 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/PersonNm0JOEL MACHT
IRS990EZ/BooksInCareOfDetail/PhoneNum09209887452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053094
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02514
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017648
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017755
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035401
IRS990EZ/FundraisingGrossIncomeAmt034569
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06304
IRS990EZ/GrossReceiptsAmt062931
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06061
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017755
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035401
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017755
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035401
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEL MACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM PASCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN CLIFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05753
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06173
IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt023399
IRS990EZ/OtherRevenueTotalAmt019787
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NUMEROUS PROJECTS FOR THE BEFEFIT OF THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06304
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015580
IRS990EZ/SpecialEventsNetIncomeLossAmt018989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029703
IRS990EZ/TotalProgramServiceExpensesAmt06304
IRS990EZ/TotalRevenueAmt047351
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015580
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEERWINE FR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DUCKGOOSE F
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034569
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEAL ASSESSMENTS 19,787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIP GRANTEE MATC STREET 1701 WRIGHT STREET CITY, STATE, ZIP MADISON, WI 53704AMOUNT 2,000ACTIVITY DONATIONS GRANTEE VARIOUS AMOUNT 4,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBADGES/ENGRAVING 163DUES/FEES 5,449MEALS 15,430PROF FEES 16DISTRICT DUES 2,179SUPPLIES 162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTROUNDING (2)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 5,753 6,173
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL MACHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09209887452
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL ROTARY CLUB OF WATERTOWN WI
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0390689450
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 34
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053094
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07709C708A2D796E2D90E00CA3B28AFD84AE475FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07709C708A2D796E2D90E00CA3B28AFD84AE475FF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03906662019338ffaozfv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.196.87.134
ReturnHeader/FilingSecurityInformation/IPDt02019-12-04
ReturnHeader/FilingSecurityInformation/IPTm012:08:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201559655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Business & Tax Systems LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S 2nd Street Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053094
ReturnHeader/PreparerPersonGrp/PhoneNum09202619260
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Jahnke CPA
ReturnHeader/ReturnTs02019-12-04T12:07:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,401
Liabilities
$0
Net assets
$35,401
Revenue
$47,351
Expenses
$29,703
Net income
$17,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$30.6$22.3$8.38
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$30.3$40.5$10.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.00$29.0$33.5$4.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$35.1$30.6$4.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$0.50$23.1$16.5$34.3$17.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$0.50$41.0$60.2$54.6$5.60
2019Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$47.4$29.7$17.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$51.6$44.8$6.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$10.6$10.9$60.2$55.8$4.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$45.9$56.7$10.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.00$17.2$54.6$48.3$6.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$59.3$62.5$3.19
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.2$0.00$14.2$60.6$63.4$2.76
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$52.8$52.7$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$16.8$52.8$57.5$4.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits