Civic Intelligence

Rotary International Rotary Club of Watertown Wi

990EZ • Fiscal year 2021 • EIN 39-0689450

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 23, 2021

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

6th percentile

-109%

Higher net margin than 6% 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

8th percentile

-43%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$23,634

Down $17,863 (-43%) from 2020

Net Assets

Down

$23,134

Down $17,863 (-44%) from 2020

Liabilities

Flat

$500

Flat from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin6th percentile

Revenue

Down

$16,456

Down $43,694 (-73%) from 2020

Expenses

Down

$34,319

Down $20,235 (-37%) from 2020

Net Income

Down

-$17,863

Down $23,459 (-419%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$23,634
Liabilities$500
Net Assets$23,134
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$16,456
Expenses$34,319
Net Income-$17,863
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 23, 2021
Return Version
2020v4.1
Gross Receipts
$17,075
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
NUMEROUS PROJECTS FOR THE BENEFIT OF THE COMMUNITY.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM PASCHPast Presdient-$0--
DAVID LANGSecretary-$0--
BILL OSWALDTreasurer-$0--
MISTI HAWNPresident-$0--
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
William Oswald
Title
Treasurer
Phone
9209887452
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Business Tax Systems LLC
Address
37 Milwaukee Avenue East, FORT ATKINSON, WI 53538
Preparer
Steve Jahnke CPA
Phone
9205638089
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee various amount 16,000activity donations grantee various amount 10,163”

Description of other expenses Part I line 16

“Description amountbadges/engraving 517dues/fees 572meals 180prof fees 282district dues 2,180postage 148intl dues 4,277”

Description of total liabilities Part II line 26

“Category beginning of year end of yearrotary exchange funds 500 500”

Raw XML Appendix119 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/PersonNm0BILL OSWALD
IRS990EZ/BooksInCareOfDetail/PhoneNum09209887452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053094
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17863
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023634
IRS990EZ/FundraisingGrossIncomeAmt09977
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026163
IRS990EZ/GrossReceiptsAmt017075
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07098
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040997
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023134
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/PersonNm0TOM PASCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MISTI HAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESDIENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08156
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NUMEROUS PROJECTS FOR THE BENEFIT OF THE COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0619
IRS990EZ/SpecialEventsNetIncomeLossAmt09358
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034319
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 16,000ACTIVITY DONATIONS GRANTEE VARIOUS AMOUNT 10,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBADGES/ENGRAVING 517DUES/FEES 572MEALS 180PROF FEES 282DISTRICT DUES 2,180POSTAGE 148INTL DUES 4,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARROTARY EXCHANGE FUNDS 500 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209887452
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
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/PreparerFirmGrp/PreparerFirmEIN0201559655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Business Tax Systems LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 Milwaukee Avenue East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT ATKINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053538
ReturnHeader/PreparerPersonGrp/PhoneNum09205638089
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Jahnke CPA
ReturnHeader/ReturnTs02021-10-05T15:14:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSWALD
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
$23,634
Liabilities
$500
Net assets
$23,134
Revenue
$16,456
Expenses
$34,319
Net income
-$17,863
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2021 filings • 501(c)4 • <$500k nonprofits