Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 39-0817197

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

PO Box 703Appleton, WI 54912

(920) 733-7385

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-5.0%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-9.6%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$41,939

Down $4,469 (-9.6%) from 2016

Net Assets

Down

$41,939

Down $4,469 (-9.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$89,200

Down $19,962 (-18%) from 2016

Expenses

Down

$93,669

Down $691 (-0.7%) from 2016

Net Income

Down

-$4,469

Down $19,271 (-130%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $25,494Liabilities 2011: $3122011Assets 2012: $35,441Liabilities 2012: $1,387Net Assets 2012: $34,0542012Assets 2013: $42,161Liabilities 2013: $0Net Assets 2013: $42,1612013Assets 2014: $42,837Liabilities 2014: $153Net Assets 2014: $42,6842014Assets 2015: $31,606Liabilities 2015: $02015Assets 2016: $46,408Liabilities 2016: $0Net Assets 2016: $46,4082016Assets 2017: $41,939Liabilities 2017: $0Net Assets 2017: $41,9392017Assets 2019: $14,730Liabilities 2019: $3,166Net Assets 2019: $11,5642019Assets 2020: $37,913Liabilities 2020: $7,231Net Assets 2020: $30,6822020Assets 2021: $36,279Liabilities 2021: $0Net Assets 2021: $36,2792021Assets 2022: $37,274Liabilities 2022: $0Net Assets 2022: $37,2742022Assets 2023: $39,403Liabilities 2023: $02023Assets 2024: $34,661Liabilities 2024: $02024Assets 2025: $91,667Net Assets 2025: $91,6672025

Highlighted filing

2017

Assets$41,939
Liabilities$0
Net Assets$41,939

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $121,164Expenses 2011: $120,665Net Income 2011: $4992011Revenue 2012: $126,700Expenses 2012: $117,828Net Income 2012: $8,8722012Revenue 2013: $126,528Expenses 2013: $118,421Net Income 2013: $8,1072013Revenue 2014: $115,232Expenses 2014: $114,709Net Income 2014: $5232014Revenue 2015: $104,999Expenses 2015: $116,077Net Income 2015: -$11,0782015Revenue 2016: $109,162Expenses 2016: $94,360Net Income 2016: $14,8022016Revenue 2017: $89,200Expenses 2017: $93,669Net Income 2017: -$4,4692017Revenue 2019: $68,363Expenses 2019: $81,311Net Income 2019: -$12,9482019Revenue 2020: $63,841Expenses 2020: $44,723Net Income 2020: $19,1182020Revenue 2021: $35,637Expenses 2021: $30,040Net Income 2021: $5,5972021Revenue 2022: $53,703Expenses 2022: $52,708Net Income 2022: $9952022Revenue 2023: $55,228Expenses 2023: $53,099Net Income 2023: $2,1292023Revenue 2024: $45,035Expenses 2024: $49,777Net Income 2024: -$4,7422024Revenue 2025: $118,832Expenses 2025: $61,826Net Income 2025: $57,0062025

Highlighted filing

2017

Revenue$89,200
Expenses$93,669
Net Income-$4,469
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$89,200
Mission and Program Overview

Mission

To promote charitable and educational activities worldwide

Program Services

DescriptionGrantsExpenses
Assessments$18,917$18,917
YOUTH ACTIVITIES$7,220$7,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer StephanyPresident-$0--
BS SridharPast President-$0--
Nancy LeipzigTreasurer-$0--
GARY HERMSENSecretary-$0--
Chad HershnerPresident Elect-$0--
Andy MichelettiDirector-$0--
John NygaardDirector-$0--
Sonia BarhamDirector-$0--
Jake WoodfordDirector-$0--
Mary DownsDirector-$0--
Amy FlandersDirector-$0--
Andrew DaneDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Appleton
EIN
39-0817197
Phone
9207337385
Address
PO Box 703, Appleton, WI 54912

Signing Officer

Name
Jennifer Stephany
Title
President
Phone
9207337385
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
2201 E Enterprise Ave, Appleton, WI 54912-2459
Preparer
Troy Marine CPA
Phone
9207337385
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 2.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Miscellaneous. Amount: 4,701.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: GRANTS PAID. Grantee Name: Rotary International. Grantee Address: 1560 Sherman Ave. Evanston, IL 60201. Grantee Relationship: Affiliate. Amount Given: 18,917.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: GRANTS PAID. Grantee Name: Fox Valley Technical College. Grantee Address: 1825 N. Bluemound Drive Appleton, WI 54912-2277. Amount Given: 7,220. Total included on Form 990-EZ, line 10: 26,137.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Supplies. Amount: 829. Description: Technology. Amount: 1,295. Description: Miscellaneous. Amount: 4,880. Description: Conferences. Amount: 30,011. Description: Communications. Amount: 1,980. Total to Form 990-EZ, line 16: 38,995.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Accounts Receivable. Beg. of Year Amount: 14,538. End of Year Amount: 6,104.

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Meghan Warner
IRS990EZ/BooksInCareOfDetail/PhoneNum09202055255
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Stephany
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BS Sridhar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Leipzig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY HERMSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chad Hershner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andy Micheletti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Nygaard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sonia Barham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jake Woodford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mary Downs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Amy Flanders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Andrew Dane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014538
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06104
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038995
IRS990EZ/OtherRevenueTotalAmt04701
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL ACTIVITIES WORLDWIDE
IRS990EZ/PrintingPublicationsPostageAmt0340
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Assessments
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07220
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118917
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118917
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt028197
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093669
IRS990EZ/TotalProgramServiceExpensesAmt026137
IRS990EZ/TotalRevenueAmt089200
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Miscellaneous. Amount: 4,701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: GRANTS PAID. Grantee Name: Rotary International. Grantee Address: 1560 Sherman Ave. Evanston, IL 60201. Grantee Relationship: Affiliate. Amount Given: 18,917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: GRANTS PAID. Grantee Name: Fox Valley Technical College. Grantee Address: 1825 N. Bluemound Drive Appleton, WI 54912-2277. Amount Given: 7,220. Total included on Form 990-EZ, line 10: 26,137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Supplies. Amount: 829. Description: Technology. Amount: 1,295. Description: Miscellaneous. Amount: 4,880. Description: Conferences. Amount: 30,011. Description: Communications. Amount: 1,980. Total to Form 990-EZ, line 16: 38,995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Accounts Receivable. Beg. of Year Amount: 14,538. End of Year Amount: 6,104.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24 - Other Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Stephany
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09207337385
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Appleton
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0390817197
ReturnHeader/Filer/PhoneNum09207337385
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 703
ReturnHeader/Filer/USAddress/CityNm0Appleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054912
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:44:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02201 E Enterprise Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Appleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549122459
ReturnHeader/PreparerPersonGrp/PhoneNum09207337385
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Troy Marine CPA
ReturnHeader/ReturnTs02017-11-14T17:46:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.19$0.62$0.57
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.45$0.50$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.55$0.53$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.54$0.53$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.36$0.30$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.07$0.31$0.64$0.45$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.03$0.12$0.68$0.81$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.89$0.94$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.09$0.94$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$1.05$1.16$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.15$1.15$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.42$0.00$0.42$1.27$1.18$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$1.27$1.18$0.09
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$1.21$1.21$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits