Civic Intelligence

Rotary Club of West Bend

EIN 39-1168080 • 501(c)4 • West Bend, WI

Profile

Rotary is an organization of business and professional men and women united worldwide who provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

PO Box 961West Bend, WI 53095-0961

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

28th percentile

-15%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

7.9%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,401

Down $5,201 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

$28,401

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$29,067

Up $2,135 (+7.9%) from 2021

Expenses

Up

$34,268

Up $7,170 (+26%) from 2021

Net Income

Down

-$5,201

Down $5,035 (-3033%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2009: $95,826Liabilities 2009: $15,0002009Assets 2010: $94,437Liabilities 2010: $15,0002010Assets 2011: $135,658Liabilities 2011: $02011Assets 2013: $78,851Liabilities 2013: $02013Assets 2014: $75,379Liabilities 2014: $0Net Assets 2014: $75,3792014Assets 2015: $58,322Liabilities 2015: $0Net Assets 2015: $58,3222015Assets 2016: $56,611Liabilities 2016: $02016Assets 2017: $49,660Liabilities 2017: $0Net Assets 2017: $49,6602017Assets 2018: $37,593Liabilities 2018: $0Net Assets 2018: $37,5932018Assets 2019: $33,462Liabilities 2019: $602019Assets 2020: $33,768Liabilities 2020: $0Net Assets 2020: $33,7682020Assets 2021: $33,602Liabilities 2021: $02021Assets 2022: $28,401Liabilities 2022: $0Net Assets 2022: $28,4012022

Highlighted filing

2022

Assets$28,401
Liabilities$0
Net Assets$28,401
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2009: $87,027Expenses 2009: $66,305Net Income 2009: $20,7222009Revenue 2010: $66,699Expenses 2010: $68,088Net Income 2010: -$1,3892010Revenue 2011: $106,813Expenses 2011: $65,593Net Income 2011: $41,2202011Revenue 2013: $85,592Expenses 2013: $131,909Net Income 2013: -$46,3172013Revenue 2014: $63,308Expenses 2014: $66,780Net Income 2014: -$3,4722014Revenue 2015: $41,778Expenses 2015: $58,835Net Income 2015: -$17,0572015Revenue 2016: $55,683Expenses 2016: $57,394Net Income 2016: -$1,7112016Revenue 2017: $32,332Expenses 2017: $39,283Net Income 2017: -$6,9512017Revenue 2018: $28,944Expenses 2018: $41,011Net Income 2018: -$12,0672018Revenue 2019: $25,897Expenses 2019: $30,088Net Income 2019: -$4,1912019Revenue 2020: $27,801Expenses 2020: $27,435Net Income 2020: $3662020Revenue 2021: $26,932Expenses 2021: $27,098Net Income 2021: -$1662021Revenue 2022: $29,067Expenses 2022: $34,268Net Income 2022: -$5,2012022

Highlighted filing

2022

Revenue$29,067
Expenses$34,268
Net Income-$5,201
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$28,401
Liabilities
$0
Net assets
$28,401
Revenue
$29,067
Expenses
$34,268
Net income
-$5,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.29$0.34$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.27$0.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.28$0.27$0.00
2019Summary only. Only limited summary data is available for this year.$0.33$0.00$0.26$0.30$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.29$0.41$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.32$0.39$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.56$0.57$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.42$0.59$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.63$0.67$0.03
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.86$1.32$0.46
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$1.07$0.66$0.41
2010Summary only. Only limited summary data is available for this year.$0.94$0.15$0.67$0.68$0.01
2009Summary only. Only limited summary data is available for this year.$0.96$0.15$0.87$0.66$0.21
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 19, 2020
Return Version
2019v5.0
Gross Receipts
$27,801
Mission and Program Overview

Mission

Rotary is an organization of business and professional men and women united worldwide who provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL - SUPPORTS PEACE INITIATIVES, DISEASE PREVENTION, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACEY, ECONOMIC AND COMMUNITY DEVELOPMENT-$8,964
GRANTS - AWARDED TO COMMUNITY IMPROVEMENT PROJECTS INCLUDING PARK IMPROVEMENTS AND OTHER$3,750$3,750
COMMUNITY SERVICE - PROVIDE SUPPORT FOR YOUTH EXCHANGE PROGRAM, SUPPORT WORLD AFFAIRS THAT INCLUDE SEMINARS FOR INTERNATIONAL YOUTH TO DISCUSS WORLD TOPICS AND ISSUES-$925
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL HERRIGESPast Preside-$0--
WILLIAM SCHROEDERSecretary-$0--
AMANDA FOLLETTPresident-$0--
MATTHEW ZULEGERTreasurer-$0--
ANNA JENSENPresident El-$0--
LAURA MITCHEL HILLMANBoard Member-$0--
FRED SEEFELDTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of West Bend
EIN
39-1168080
Address
PO BOX 961, WEST BEND, WI 53095-0961

Signing Officer

Name
Amanda Follett
Title
President
Signed
2020-11-19

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 322 total 322”

Form 990-ez, Part I, Line 16

“Expenses community service 925 rotary international 2,000 member expense 13,796 club service expense 6,964 total 23,685”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 1,024 1,024 total 1,024 1,024”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 60 0”

Form 990-ez, Part III

“Rotary is an organization of business and professional men and women united worldwide who provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.”

Raw XML Appendix134 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/BusinessName/BusinessNameLine1Txt0KIECKHAFER DIETZLER HAUSER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623342341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0627 ELM ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032744
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0366
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033462
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033768
IRS990EZ/FundraisingGrossIncomeAmt03325
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03750
IRS990EZ/GrossReceiptsAmt027801
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0398
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020006
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEL HERRIGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA FOLLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW ZULEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNA JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA MITCHEL HILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRED SEEFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01024
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01024
IRS990EZ/OtherExpensesTotalAmt023685
IRS990EZ/OtherRevenueTotalAmt0322
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED WORLDWIDE WHO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS - AWARDED TO COMMUNITY IMPROVEMENT PROJECTS INCLUDING PARK IMPROVEMENTS AND OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY INTERNATIONAL - SUPPORTS PEACE INITIATIVES, DISEASE PREVENTION, WATER AND SANITATION, MATERNAL AND CHILD HEALTH, BASIC EDUCATION AND LITERACEY, ECONOMIC AND COMMUNITY DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SERVICE - PROVIDE SUPPORT FOR YOUTH EXCHANGE PROGRAM, SUPPORT WORLD AFFAIRS THAT INCLUDE SEMINARS FOR INTERNATIONAL YOUTH TO DISCUSS WORLD TOPICS AND ISSUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18964
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2925
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt03325
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027435
IRS990EZ/TotalProgramServiceExpensesAmt013639
IRS990EZ/TotalRevenueAmt027801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 322 TOTAL 322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMMUNITY SERVICE 925 ROTARY INTERNATIONAL 2,000 MEMBER EXPENSE 13,796 CLUB SERVICE EXPENSE 6,964 TOTAL 23,685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 1,024 1,024 TOTAL 1,024 1,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 60 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED WORLDWIDE WHO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA FOLLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WEST BEND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391168080
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 961
ReturnHeader/Filer/USAddress/CityNm0WEST BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530950961
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D6EFFF7120EDFB3E565F82BDD7ED9BBD8385907
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D6EFFF7120EDFB3E565F82BDD7ED9BBD8385907
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
ReturnHeader/FilingSecurityInformation/IPDt02020-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:55:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390843014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIECKHAFER DIETZLER HAUSER HANSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530950637
ReturnHeader/PreparerPersonGrp/PhoneNum02623342341
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02020-11-30T07:55:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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No mirrored PDF or thumbnail assets are attached yet.