Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 39-0817197

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

62nd percentile

16%

Higher net margin than 62% 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

32nd percentile

-4.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

20th percentile

-44%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$36,279

Down $1,634 (-4.3%) from 2020

Net Assets

Up

$36,279

Up $5,597 (+18%) from 2020

Liabilities

Down

$0

Down $7,231 (-100%) from 2020

Revenue

Down

$35,637

Down $28,204 (-44%) from 2020

Expenses

Down

$30,040

Down $14,683 (-33%) from 2020

Net Income

Down

$5,597

Down $13,521 (-71%) from 2020

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

2021

Assets$36,279
Liabilities$0
Net Assets$36,279

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

2021

Revenue$35,637
Expenses$30,040
Net Income$5,597
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$35,637
Mission and Program Overview

Mission

To promote charitable and educational activities worldwide

To promote charitable and educational activities worldwide.

Program Services

DescriptionGrantsExpenses
ALL OTHER-$18,260
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. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS.-$11,618
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 INTESNIVE 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 LANUAGE, DISOCVER ANOTHER CULTURE, AND TRULY BECOME GLOBAL CITIZENS. ON OCTOBER 15, 2019, PARTICIPANTS SHARED HOW HOUSES, TRUCKS AND HIGH SCHOOL IS MUCH BIGGER IN THE UNITED STATES. SHE BELEIVES THAT SHE HAS GROWN FROM HER EXPERIENCES TO BE MORE INDEPENDENT, RESPONSIBLE AND HAS BROADENED HER COMFORT ZONE.-$162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY FLANDERSPast Preside-$0--
ANTHONY GONZALEZPresident-$0--
ALAN BLAKEPresdient El-$0--
RONALD ALTENBURGSecretary-$0--
COLLEEN RORTVEDTTreasurer-$0--
BLAKE DOSSBoard Of Director-$0--
KAREN CAINBoard Of Director-$0--
PAUL HILMERBoard Of Director-$0--
EGIDE NIMUBONABoard Of Director-$0--
DAWN NOWAKOWSKIBoard Of Director-$0--
KELLY RADANDTBoard Of Director-$0--
ERIN SCHULTZBoard Of Director-$0--
ERIC WELHOUSEBoard Of Director-$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
Anthony Gonzalez
Title
President
Phone
9207337385
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jason B Vollrath
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 137 technology/equipment 3,386 paypal fees 150 square fees 78 pets conference 42 insurance 1,214 assessments 11,618 youth activities 162 appleton rotary found. Ex 64 plaques/trophies/frames 296 bank fees 100 misc expenses 2,964 communications 140 rotary history/informatio 200 president's expense 407 total 20,958

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 7,231 0

Form 990-ez, Part III, Line 28

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. Asessments paid to rotary international and to rotary district 6220 assist to accomplish these goals.

Form 990-ez, Part III, Line 29

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 intesnive 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 lanuage, disocver another culture, and truly become global citizens. On october 15, 2019, participants shared how houses, trucks and high school is much bigger in the united states. She beleives that she has grown from her experiences to be more independent, responsible and has broadened her comfort zone.

Form 990-ez, Part III, Line 31

ALL OTHER

Raw XML Appendix163 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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CompensationExplanation/CompensationExplanationGrp/PersonNm4COLLEEN RORTVEDT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD OF DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD OF DIR
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt020958
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE AND EDUCATIONAL ACTIVITIES WORLDWIDE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSESSMENTS - 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. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH ACTIVITIES - ON SEPTEMBER 28-29, 2019 THE CLUB SPONSORED FOUR STUDENTS TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTESNIVE 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 LANUAGE, DISOCVER ANOTHER CULTURE, AND TRULY BECOME GLOBAL CITIZENS. ON OCTOBER 15, 2019, PARTICIPANTS SHARED HOW HOUSES, TRUCKS AND HIGH SCHOOL IS MUCH BIGGER IN THE UNITED STATES. SHE BELEIVES THAT SHE HAS GROWN FROM HER EXPERIENCES TO BE MORE INDEPENDENT, RESPONSIBLE AND HAS BROADENED HER COMFORT ZONE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 137 TECHNOLOGY/EQUIPMENT 3,386 PAYPAL FEES 150 SQUARE FEES 78 PETS CONFERENCE 42 INSURANCE 1,214 ASSESSMENTS 11,618 YOUTH ACTIVITIES 162 APPLETON ROTARY FOUND. EX 64 PLAQUES/TROPHIES/FRAMES 296 BANK FEES 100 MISC EXPENSES 2,964 COMMUNICATIONS 140 ROTARY HISTORY/INFORMATIO 200 PRESIDENT'S EXPENSE 407 TOTAL 20,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,231 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSESSMENTS - 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. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YOUTH ACTIVITIES - ON SEPTEMBER 28-29, 2019 THE CLUB SPONSORED FOUR STUDENTS TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTESNIVE 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 LANUAGE, DISOCVER ANOTHER CULTURE, AND TRULY BECOME GLOBAL CITIZENS. ON OCTOBER 15, 2019, PARTICIPANTS SHARED HOW HOUSES, TRUCKS AND HIGH SCHOOL IS MUCH BIGGER IN THE UNITED STATES. SHE BELEIVES THAT SHE HAS GROWN FROM HER EXPERIENCES TO BE MORE INDEPENDENT, RESPONSIBLE AND HAS BROADENED HER COMFORT ZONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207337385
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL APPLETON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0390817197
ReturnHeader/Filer/PhoneNum09207337385
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ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON B VOLLRATH
ReturnHeader/ReturnTs02021-10-15T13:46:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GONZALEZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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.
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