Civic Intelligence

Rotary International

EIN 39-1436076 • 501(c)5 • LA Crosse, WI

Profile

Community and international service

PO Box 545LA Crosse, WI 54602-0545

valleyviewrotary.com

Siviq Scores

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

Liabilities / Assets

94th percentile

0.23x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.37x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

70%

Faster asset growth than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$152,502

Up $62,936 (+70%) from 2023

Liabilities

Up

$35,571

Up $32,198 (+955%) from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin88th percentile

Revenue

Up

$96,436

Up $3,815 (+4.1%) from 2023

Expenses

Down

$65,698

Down $2,106 (-3.1%) from 2023

Net Income

Up

$30,738

Up $5,921 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$200K$150K$100K$50K$0Assets 2012: $52,884Liabilities 2012: $02012Assets 2013: $42,122Liabilities 2013: $9,3372013Assets 2014: $31,834Liabilities 2014: $13,2892014Assets 2015: $38,411Liabilities 2015: $24,3262015Assets 2016: $52,714Liabilities 2016: $41,9802016Assets 2017: $71,083Liabilities 2017: $64,2172017Assets 2018: $88,023Liabilities 2018: $85,8292018Assets 2019: $28,397Liabilities 2019: $22,0052019Assets 2020: $42,298Liabilities 2020: $11,5012020Assets 2021: $43,360Liabilities 2021: $9,3112021Assets 2022: $67,561Liabilities 2022: $6,185Net Assets 2022: $61,3762022Assets 2023: $89,566Liabilities 2023: $3,373Net Assets 2023: $86,1932023Assets 2024: $152,502Liabilities 2024: $35,5712024

Highlighted filing

2024

Assets$152,502
Liabilities$35,571
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$50K$0-$50KRevenue 2012: $54,924Expenses 2012: $48,752Net Income 2012: $6,1722012Revenue 2013: $52,999Expenses 2013: $74,957Net Income 2013: -$21,9582013Revenue 2014: $47,366Expenses 2014: $61,606Net Income 2014: -$14,2402014Revenue 2015: $33,211Expenses 2015: $37,671Net Income 2015: -$4,4602015Revenue 2016: $37,335Expenses 2016: $40,686Net Income 2016: -$3,3512016Revenue 2017: $38,853Expenses 2017: $42,721Net Income 2017: -$3,8682017Revenue 2018: $35,735Expenses 2018: $40,407Net Income 2018: -$4,6722018Revenue 2019: $44,808Expenses 2019: $40,610Net Income 2019: $4,1982019Revenue 2020: $60,781Expenses 2020: $36,376Net Income 2020: $24,4052020Revenue 2021: $32,534Expenses 2021: $29,282Net Income 2021: $3,2522021Revenue 2022: $69,841Expenses 2022: $42,514Net Income 2022: $27,3272022Revenue 2023: $92,621Expenses 2023: $67,804Net Income 2023: $24,8172023Revenue 2024: $96,436Expenses 2024: $65,698Net Income 2024: $30,7382024

Highlighted filing

2024

Revenue$96,436
Expenses$65,698
Net Income$30,738
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$152,502
Liabilities
$35,571
Net assets
-
Revenue
$96,436
Expenses
$65,698
Net income
$30,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.36$0.96$0.66$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.86$0.93$0.68$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.06$0.61$0.70$0.43$0.27
2021Summary only. Only limited summary data is available for this year.$0.43$0.09$0.33$0.29$0.03
2020Summary only. Only limited summary data is available for this year.$0.42$0.12$0.61$0.36$0.24
2019Summary only. Only limited summary data is available for this year.$0.28$0.22$0.45$0.41$0.04
2018Summary only. Only limited summary data is available for this year.$0.88$0.86$0.36$0.40$0.05
2017Summary only. Only limited summary data is available for this year.$0.71$0.64$0.39$0.43$0.04
2016Summary only. Only limited summary data is available for this year.$0.53$0.42$0.37$0.41$0.03
2015Summary only. Only limited summary data is available for this year.$0.38$0.24$0.33$0.38$0.04
2014Summary only. Only limited summary data is available for this year.$0.32$0.13$0.47$0.62$0.14
2013Summary only. Only limited summary data is available for this year.$0.42$0.09$0.53$0.75$0.22
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.55$0.49$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 7, 2023
Return Version
2022v5.0
Gross Receipts
$161,926
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
PROVIDE HUMANITARIAN, COMMUNITY AND INTERNATIONAL SERVICE$28,165$67,804
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY DERRICKVice Preside-$0--
ROLAN COVERTPresident-$0--
JIM WARRENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Moon Tunes Conc$111,484$111,484$35,842$75,642
Golf Outing$14,430$14,430$2,511$11,919
Total Events$125,914$125,914$64,968$60,946
Filing and Contact Details

Filer

Filer Name
Rotary International - La Crosse
EIN
39-1436076
Address
PO BOX 545, LA CROSSE, WI 54602-0545

Signing Officer

Name
Jim Warren
Title
Treasurer
Signed
2023-09-07

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Edward R Jaekel
Phone
6087818712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: rotary works foundation cash contribution: 6,000 name: friends of riverside park cash contribution: 9,000 name: international health partners cash contribution: 6,900”

Form 990-ez, Part I, Line 16

“Expenses meeting meals 22,310 club administration 1,139 international youth exch 4,133 rotary fees 7,519 pets conference 590 parade float 63 christmas party 536 family picnic/night 905 software subscriptions 1,085 professional services 445 website 420 equipment 431 total 39,576”

Form 990-ez, Part II, Line 26

“High school interact club 6,185 3,373”

Raw XML Appendix126 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/PersonNm0JIM WARREN
IRS990EZ/BooksInCareOfDetail/PhoneNum06087830719
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02236 EVENSON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ONALASKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0571
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024817
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089566
IRS990EZ/FundraisingGrossIncomeAmt0127489
IRS990EZ/GamingGrossIncomeAmt04390
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028165
IRS990EZ/GrossReceiptsAmt0161926
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029476
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061376
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086193
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061376
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY DERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROLAN COVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039576
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/PrintingPublicationsPostageAmt063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HUMANITARIAN, COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067804
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt069305
IRS990EZ/SpecialEventsNetIncomeLossAmt062574
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06185
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03373
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067804
IRS990EZ/TotalProgramServiceExpensesAmt067804
IRS990EZ/TotalRevenueAmt092621
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0VALLEYVIEWROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064968
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt017083
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt017083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOON TUNES CONC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04240
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01092
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0111484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0125914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0111484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0125914
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060946
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038353
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02511
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04200
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY WORKS FOUNDATION CASH CONTRIBUTION: 6,000 NAME: FRIENDS OF RIVERSIDE PARK CASH CONTRIBUTION: 9,000 NAME: INTERNATIONAL HEALTH PARTNERS CASH CONTRIBUTION: 6,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETING MEALS 22,310 CLUB ADMINISTRATION 1,139 INTERNATIONAL YOUTH EXCH 4,133 ROTARY FEES 7,519 PETS CONFERENCE 590 PARADE FLOAT 63 CHRISTMAS PARTY 536 FAMILY PICNIC/NIGHT 905 SOFTWARE SUBSCRIPTIONS 1,085 PROFESSIONAL SERVICES 445 WEBSITE 420 EQUIPMENT 431 TOTAL 39,576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HIGH SCHOOL INTERACT CLUB 6,185 3,373
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - LA CROSSE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY VIEW
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391436076
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 545
ReturnHeader/Filer/USAddress/CityNm0LA CROSSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0546020545
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271421972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 MAIN ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R JAEKEL
ReturnHeader/ReturnTs02023-09-13T12:23:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARREN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits