Civic Intelligence

Rotary International

EIN 39-1231380 • 501(c)4 • Lake Geneva, WI

Profile

Raise money to contribute to community service organizations for community awareness, and to assist indigent families in the area. Also raise money to contribute to student scholarships for college.

PO Box 601Lake Geneva, WI 53147

www.lakegenevarotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-4.9%

Higher net margin than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

45th percentile

-3.1%

Faster asset growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$37,616

Down $1,189 (-3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$37,616

No earlier filing loaded for comparison.

Revenue

Up

$24,337

Up $2,657 (+12%) from 2018

Expenses

Up

$25,526

Up $2,629 (+11%) from 2018

Net Income

Up

-$1,189

Up $28 (+2.3%) from 2018

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $80,296Liabilities 2010: $0Net Assets 2010: $80,2962010Assets 2011: $59,278Liabilities 2011: $02011Assets 2012: $82,481Liabilities 2012: $0Net Assets 2012: $82,4812012Assets 2013: $76,197Liabilities 2013: $0Net Assets 2013: $76,1972013Assets 2014: $65,297Liabilities 2014: $1,093Net Assets 2014: $64,2042014Assets 2015: $44,054Liabilities 2015: $0Net Assets 2015: $44,0542015Assets 2016: $37,976Liabilities 2016: $0Net Assets 2016: $37,9762016Assets 2017: $36,708Liabilities 2017: $0Net Assets 2017: $36,7082017Assets 2018: $38,805Liabilities 2018: $02018Assets 2019: $37,616Liabilities 2019: $0Net Assets 2019: $37,6162019

Highlighted filing

2019

Assets$37,616
Liabilities$0
Net Assets$37,616

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $50,577Expenses 2010: $56,592Net Income 2010: -$6,0152010Revenue 2011: $39,508Expenses 2011: $60,526Net Income 2011: -$21,0182011Revenue 2012: $66,205Expenses 2012: $43,002Net Income 2012: $23,2032012Revenue 2013: $44,661Expenses 2013: $50,945Net Income 2013: -$6,2842013Revenue 2014: $40,753Expenses 2014: $52,746Net Income 2014: -$11,9932014Revenue 2015: $41,974Expenses 2015: $62,124Net Income 2015: -$20,1502015Revenue 2016: $31,235Expenses 2016: $37,313Net Income 2016: -$6,0782016Revenue 2017: $25,986Expenses 2017: $24,931Net Income 2017: $1,0552017Revenue 2018: $21,680Expenses 2018: $22,897Net Income 2018: -$1,2172018Revenue 2019: $24,337Expenses 2019: $25,526Net Income 2019: -$1,1892019

Highlighted filing

2019

Revenue$24,337
Expenses$25,526
Net Income-$1,189

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 3, 2020
Return Version
2018v3.1
Gross Receipts
$40,389
Mission and Program Overview

Mission

Raise money to contribute to community service organizations for community awareness, and to assist indigent families in the area. Also raise money to contribute to student scholarships for college.

Program Services

DescriptionGrantsExpenses
CONTRIBUTED FUNDS TO COMMUNITY SERVICE ORGANIZATIONS.$0$0
CONTRIBUTED SCHOLARSHIP FUNDS TO HIGH SCHOOL SENIORS TO HELP PAY COLLEGE COSTS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA THELENPresident-$0--
ROBERT KUNKELSecretary-$0--
JILL RODRIGUEZTreasurer-$0--
HEATHER BREWERBoard Member-$0--
MICHAEL PODYBoard Member-$0--
JOHN STENSLANDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Womens Weekend$11,987$11,987$10,195$1,792
Octoberfest$10,587$10,587$3,997$6,590
Total Events$23,524$23,524$16,052$7,472
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-1231380
Phone
2627451520
Address
PO BOX 601, LAKE GENEVA, WI 53147

Signing Officer

Name
Jill Rodriguez
Title
Treasurer
Phone
2627451520
Signed
2020-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Chamberlain & Henningfield Cpas
Address
PO BOX 1119, LAKE GENEVA, WI 53147
Preparer
Jon S Chamberlain CPA
Phone
2622491100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary international. Amount of payment: 1,003.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary district. Amount of payment: 1,258. Total included on form 990-ez, line 10: 2,261.

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

Activity classification: . Grantee name: shcolarschips and donations. Amount given: 13,485.

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

Description: meetings expense. Amount: 4,313. Description: rotary foundation expenses. Amount: 2,500. Description: bank fees. Amount: 20. Description: it expenses. Amount: 383. Description: gifts. Amount: 143. Description: postage and shipping. Amount: 96. Description: web services. Amount: 500. Description: world affairs seminar. Amount: 1,390. Description: interact club/badger high. Amount: 435. Total to form 990-ez, line 16: 9,780.

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

Description: dues receivable. Beg. Of year amount: 1,580. End of year amount: 793.

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT KUNKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL RODRIGUEZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO CONTRIBUTE TO COMMUNITY SERVICE ORGANIZATIONS FOR COMMUNITY AWARENESS, AND TO ASSIST INDIGENT FAMILIES IN THE AREA. ALSO RAISE MONEY TO CONTRIBUTE TO STUDENT SCHOLARSHIPS FOR COLLEGE.
IRS990EZ/ProgramServiceRevenueAmt013865
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: ROTARY INTERNATIONAL. AMOUNT OF PAYMENT: 1,003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY DISTRICT. AMOUNT OF PAYMENT: 1,258. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SHCOLARSCHIPS AND DONATIONS. AMOUNT GIVEN: 13,485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 4,313. DESCRIPTION: ROTARY FOUNDATION EXPENSES. AMOUNT: 2,500. DESCRIPTION: BANK FEES. AMOUNT: 20. DESCRIPTION: IT EXPENSES. AMOUNT: 383. DESCRIPTION: GIFTS. AMOUNT: 143. DESCRIPTION: POSTAGE AND SHIPPING. AMOUNT: 96. DESCRIPTION: WEB SERVICES. AMOUNT: 500. DESCRIPTION: WORLD AFFAIRS SEMINAR. AMOUNT: 1,390. DESCRIPTION: INTERACT CLUB/BADGER HIGH. AMOUNT: 435. TOTAL TO FORM 990-EZ, LINE 16: 9,780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 1,580. END OF YEAR AMOUNT: 793.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
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
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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JILL RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627451520
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKE GENEVA ROTARY CLUB
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ReturnHeader/FilingSecurityInformation/IPTm017:56:18
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMBERLAIN & HENNINGFIELD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1119
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON S CHAMBERLAIN CPA
ReturnHeader/ReturnTs02020-03-12T09:03:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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