Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 39-0817197

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

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

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.11x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

157%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-6.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$37,913

Up $23,183 (+157%) from 2019

Net Assets

Up

$30,682

Up $19,118 (+165%) from 2019

Liabilities

Up

$7,231

Up $4,065 (+128%) from 2019

Revenue

Down

$63,841

Down $4,522 (-6.6%) from 2019

Expenses

Down

$44,723

Down $36,588 (-45%) from 2019

Net Income

Up

$19,118

Up $32,066 (+248%) from 2019

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

2020

Assets$37,913
Liabilities$7,231
Net Assets$30,682

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

2020

Revenue$63,841
Expenses$44,723
Net Income$19,118
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.1
Gross Receipts
$68,703
Mission and Program Overview

Mission

To promote charitable and educational activities worldwide

Program Services

DescriptionGrantsExpenses
ASSESSMENTS - MEMBERS OF ROTARY CLUB OF APPLETON ARE PART OF A WORLDWIDE NETWORK OF MORE THAN 1.2 MILLION MEN AND WOMEN WHO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE IN OUR COMMUNITY AND AROUND THE WORLD. ROTARIANS WORK TOGETHER TO FIND SOLUTIONS FOR ISSUES OF POVERTY, DISEASE, AND ILLITERACY, AND HELP PROVIDE CLEAN WATER AND IMPROVE THE ENVIRONMENT. ASSESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS.$15,178$15,178
YOUTH ACTIVITIES - ON SEPTEMBER 28-29, 2019, THE CLUB SPONSORED FOUR STUDENTS TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTENSIVE LEADERSHIP EXPERIENCE ORGANIZED BY ROTARY CLUBS AND DISTRICTS. THIS CAMP HELPS DEVELOP LEADERSHIP SKILLS WHILE HAVING FUN AND MAKING CONNECTIONS. ON OCTOBER 29, STUDENTS ATTENDED A CLUB MEETING IN WHICH THEY SHARED THEIR LEADERSHIP EXPERIENCES SUCH AS THE HIGH ROPE COURSE AND HOW THEY NOW UNDERSTAND THAT LEADERSHIP IS NOT JUST ONE PERSON BUT PEOPLE TAKING INITIATIVE TOGETHER.WE HOSTED A ROTARY YOUTH EXCHANGE STUDENT FROM DENMARK. THIS PROGRAM WAS ESTABLISHED TO BUILD PEACE ONE YOUNG PERSON AT A TIME. STUDENTS LEARN A NEW LANGUAGE, DISCOVER ANOTHER CULTURE, AND TRULY BECOME GLOBAL CITIZENS. ON OCTOBER 15, 2019, PARTICIPANT SHARED HOW HOUSES, TRUCKS AND HIGH SCHOOL IS MUCH BIGGER IN THE UNITED STATES. SHE BELIEVES THAT SHE HAS GROWN FROM HER EXPERIENCES TO BE MORE INDEPENDENT, RESPONSIBLE AND HAS BROADENED HER COMFORT ZONE.$3,779$3,779
VOLUNTEERISM - THE CLUB'S INTERACT CLUB AT APPLETON NORTH HIGH SCHOOL HAS SERVED 1200 MEALS AT THE SALVATION ARMY SINCE THEIR INCEPTION, VOLUNTEERED IN SEPTEMBER 2019 AT RHYTHMS OF THE WORLD, A MULTICULTURAL EVENT CELEBRATING INCLUSION OF ALL AGES, CULTURES AND BACKGROUNDS VIA DANCE AND MUSIC FROM VARIOUS CULTURES AND A 'DIGNITY & RESPECT' CAMPAIGN BY THE APPLETON CITY AND VOLUNTEERED AT HOUDINI 10K RUN IN 2019 REGISTERING PARTICIPANTS, HANDING OUT RACE MATERIAL, AND REFRESHMENTS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY LEIPZIGPast President-$0--
AMY FLANDERSPresident-$0--
TONY GONZALEZPresident Elect-$0--
ALAN BLAKESecretary-$0--
RON ALTENBURGTreasurer-$0--
WAYNE DEFFERDINGBoard Of Directors-$0--
PAUL HILLMERBoard Of Directors-$0--
NANCY JOHNSHOYBoard Of Directors-$0--
PILAR MARTINEZBoard Of Directors-$0--
DAWN NOWAKOWSKIBoard Of Directors-$0--
COLLEEN RORTVEDTBoard Of Directors-$0--
STEVE TAYLORBoard Of Directors-$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
Amy Flanders
Title
President
Phone
9204193337
Signed
2020-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
200 EAST WASHINGTON STREET PO BOX, 1739, APPLETON, WI 54912
Preparer
Michael Vandenhogen
Phone
9207318111
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 128.

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: 15,178.

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 dr. Appleton, wi 54912. Amount given: 3,779. Total included on form 990-ez, line 10: 18,957.

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

Description: miscellaneous. Amount: 392. Description: supplies. Amount: 315. Description: technology. Amount: 2,319. Description: insurance. Amount: 1,217. Description: bank fees. Amount: 100. Description: conference and meetings. Amount: 13,024. Total to form 990-ez, line 16: 17,367.

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

Description: accounts receivable. Beg. Of year amount: 870. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: centennial project payable. Beg. Of year amount: 1,450. End of year amount: 1,450. Description: 2019 community table event. Beg. Of year amount: 51. End of year amount: 51. Description: deferred dues. Beg. Of year amount: 1,665. End of year amount: 5,730.

Raw XML Appendix193 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.

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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL ACTIVITIES WORLDWIDE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH ACTIVITIES - ON SEPTEMBER 28-29, 2019, THE CLUB SPONSORED FOUR STUDENTS TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTENSIVE LEADERSHIP EXPERIENCE ORGANIZED BY ROTARY CLUBS AND DISTRICTS. THIS CAMP HELPS DEVELOP LEADERSHIP SKILLS WHILE HAVING FUN AND MAKING CONNECTIONS. ON OCTOBER 29, STUDENTS ATTENDED A CLUB MEETING IN WHICH THEY SHARED THEIR LEADERSHIP EXPERIENCES SUCH AS THE HIGH ROPE COURSE AND HOW THEY NOW UNDERSTAND THAT LEADERSHIP IS NOT JUST ONE PERSON BUT PEOPLE TAKING INITIATIVE TOGETHER.WE HOSTED A ROTARY YOUTH EXCHANGE STUDENT FROM DENMARK. THIS PROGRAM WAS ESTABLISHED TO BUILD PEACE ONE YOUNG PERSON AT A TIME. STUDENTS LEARN A NEW LANGUAGE, DISCOVER ANOTHER CULTURE, AND TRULY BECOME GLOBAL CITIZENS. ON OCTOBER 15, 2019, PARTICIPANT SHARED HOW HOUSES, TRUCKS AND HIGH SCHOOL IS MUCH BIGGER IN THE UNITED STATES. SHE BELIEVES THAT SHE HAS GROWN FROM HER EXPERIENCES TO BE MORE INDEPENDENT, RESPONSIBLE AND HAS BROADENED HER COMFORT ZONE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSESSMENTS - MEMBERS OF ROTARY CLUB OF APPLETON ARE PART OF A WORLDWIDE NETWORK OF MORE THAN 1.2 MILLION MEN AND WOMEN WHO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE IN OUR COMMUNITY AND AROUND THE WORLD. ROTARIANS WORK TOGETHER TO FIND SOLUTIONS FOR ISSUES OF POVERTY, DISEASE, AND ILLITERACY, AND HELP PROVIDE CLEAN WATER AND IMPROVE THE ENVIRONMENT. ASSESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOLUNTEERISM - THE CLUB'S INTERACT CLUB AT APPLETON NORTH HIGH SCHOOL HAS SERVED 1200 MEALS AT THE SALVATION ARMY SINCE THEIR INCEPTION, VOLUNTEERED IN SEPTEMBER 2019 AT RHYTHMS OF THE WORLD, A MULTICULTURAL EVENT CELEBRATING INCLUSION OF ALL AGES, CULTURES AND BACKGROUNDS VIA DANCE AND MUSIC FROM VARIOUS CULTURES AND A 'DIGNITY & RESPECT' CAMPAIGN BY THE APPLETON CITY AND VOLUNTEERED AT HOUDINI 10K RUN IN 2019 REGISTERING PARTICIPANTS, HANDING OUT RACE MATERIAL, AND REFRESHMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS PAID. GRANTEE NAME: ROTARY INTERNATIONAL. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: AFFILIATE. AMOUNT GIVEN: 15,178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS PAID. GRANTEE NAME: FOX VALLEY TECHNICAL COLLEGE. GRANTEE ADDRESS: 1825 N. BLUEMOUND DR. APPLETON, WI 54912. AMOUNT GIVEN: 3,779. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,957.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISCELLANEOUS. AMOUNT: 392. DESCRIPTION: SUPPLIES. AMOUNT: 315. DESCRIPTION: TECHNOLOGY. AMOUNT: 2,319. DESCRIPTION: INSURANCE. AMOUNT: 1,217. DESCRIPTION: BANK FEES. AMOUNT: 100. DESCRIPTION: CONFERENCE AND MEETINGS. AMOUNT: 13,024. TOTAL TO FORM 990-EZ, LINE 16: 17,367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 870. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CENTENNIAL PROJECT PAYABLE. BEG. OF YEAR AMOUNT: 1,450. END OF YEAR AMOUNT: 1,450. DESCRIPTION: 2019 COMMUNITY TABLE EVENT. BEG. OF YEAR AMOUNT: 51. END OF YEAR AMOUNT: 51. DESCRIPTION: DEFERRED DUES. BEG. OF YEAR AMOUNT: 1,665. END OF YEAR AMOUNT: 5,730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:36:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST WASHINGTON STREET PO BOX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt01739
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054912
ReturnHeader/PreparerPersonGrp/PhoneNum09207318111
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL VANDENHOGEN
ReturnHeader/ReturnTs02020-11-04T13:00:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$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.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2020 filings • 501(c)4 • <$500k nonprofits