Civic Intelligence

Rotary International Rotary Club of Watertown Wi

990EZ • Fiscal year 2024 • EIN 39-0689450

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-34%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

9th percentile

-44%

Faster asset growth than 9% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

4.5%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$12,910

Down $10,210 (-44%) from 2023

Net Assets

$12,910

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin12th percentile

Revenue

Up

$30,305

Up $1,315 (+4.5%) from 2023

Expenses

Up

$40,516

Up $7,044 (+21%) from 2023

Net Income

Down

-$10,211

Down $5,729 (-128%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth9th 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: $0Net Assets 2024: $12,9102024Assets 2025: $21,294Liabilities 2025: $0Net Assets 2025: $21,2942025

Highlighted filing

2024

Assets$12,910
Liabilities$0
Net Assets$12,910
Open 2024 Filing

Operations Trend

Revenue Growth54th 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

2024

Revenue$30,305
Expenses$40,516
Net Income-$10,211
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$36,952
Mission and Program Overview

Mission

Community Service

Program Services

DescriptionGrantsExpenses
NUMEROUS PROJECTS FOR THE BENEFIT OF THE COMMUNITY.--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN MATHEWSPast President-$0--
DAVID LANGSecretary-$0--
BILL OSWALDTreasurer-$0--
BONNIE HERTELDirector-$0--
JENNA DANIELSDirector-$0--
KRISTI REJRETDirector-$0--
JASON DAVISPresident-$0--
KIM SCHOOLEYDirector-$0--
JOSH MACHTDirector-$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
2024-10-21
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

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee various amount 5,000activity donations grantee various amount 10,730”

Description of other expenses Part I line 16

“Description amountbadges/engraving 392dues/fees 2,520meals 17,013prof fees 291other 692intl dues 3,878”

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

“Description amountrounding 1”

Raw XML Appendix144 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/BOYAmt023120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10211
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012910
IRS990EZ/FundraisingGrossIncomeAmt09748
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015730
IRS990EZ/GrossReceiptsAmt036952
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025704
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLENN MATHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE HERTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNA DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTI REJRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JASON DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM SCHOOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOSH MACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt024786
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NUMEROUS PROJECTS FOR THE BENEFIT OF THE COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06647
IRS990EZ/SpecialEventsNetIncomeLossAmt03101
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040516
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030305
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 5,000ACTIVITY DONATIONS GRANTEE VARIOUS AMOUNT 10,730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBADGES/ENGRAVING 392DUES/FEES 2,520MEALS 17,013PROF FEES 291OTHER 692INTL DUES 3,878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTROUNDING 1
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/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209887452
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Jahnke CPA
ReturnHeader/ReturnTs02024-10-31T09:34:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,910
Liabilities
$0
Net assets
$12,910
Revenue
$30,305
Expenses
$40,516
Net income
-$10,211
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
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$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
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. 2024 filings • 501(c)4 • <$500k nonprofits