Civic Intelligence

Rotary International - La Crosse

990EZ • Fiscal year 2024 • EIN 39-1436076

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

Organization ProfileVALLEYVIEWROTARY.COM
PO Box 545LA Crosse, WI 54602-0545

(608) 783-0719

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.23x

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

2024 filings • 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.

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

Net Margin

90th percentile

32%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

96th percentile

70%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

51st percentile

4.1%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 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

Net Assets

Up

$116,931

Up $30,738 (+36%) from 2023

Liabilities

Up

$35,571

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

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin90th 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

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $35,571Net Assets 2024: $116,9312024

Highlighted filing

2024

Assets$152,502
Liabilities$35,571
Net Assets$116,931
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$177,345
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
PROVIDE HUMANITARIAN, COMMUNITY AND INTERNATIONAL SERVICE$27,188$65,698
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY DERRICKPresident-$0--
SCOTT SAFRANSKIVice Preside-$0--
SARAH HUBERSecretary-$0--
DICK SPENCERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Moon Tunes Conc$131,504$131,504$46,810$84,694
Golf Outing$12,090$12,090$3,263$8,827
Total Events$143,594$143,594$79,967$63,627
Filing and Contact Details

Filer

Filer Name
Rotary International - La Crosse
EIN
39-1436076
Phone
6087830719
Address
PO BOX 545, LA CROSSE, WI 54602-0545

Signing Officer

Name
Dick Spencer
Title
Treasurer
Phone
6087830719
Signed
2024-10-22

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: 9,300 name: international health partners cash contribution: 7,745”

Form 990-ez, Part I, Line 16

“Expenses meeting meals 22,789 club administration 1,283 international youth exch 728 rotary fees 8,964 pets conference 1,123 parade float 76 ryla registration 220 family picnic/night 1,168 software subscriptions 1,179 professional services 750 website 230 total 38,510”

Form 990-ez, Part II, Line 26

“Collections for passthru org. 3,373 35,571”

Raw XML Appendix129 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/PersonNm0DICK SPENCER
IRS990EZ/BooksInCareOfDetail/PhoneNum06087924501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0404 FRENCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ONALASKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089566
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0636
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030738
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089566
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152502
IRS990EZ/FundraisingGrossIncomeAmt0145299
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027188
IRS990EZ/GrossReceiptsAmt0177345
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01531
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029879
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116931
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116931
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY DERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT SAFRANSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH HUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DICK SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038510
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HUMANITARIAN, COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027188
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065698
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt080909
IRS990EZ/SpecialEventsNetIncomeLossAmt064390
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03373
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035571
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065698
IRS990EZ/TotalProgramServiceExpensesAmt065698
IRS990EZ/TotalRevenueAmt096436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0VALLEYVIEWROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt079967
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt017085
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt017085
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOON TUNES CONC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07110
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01799
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0131504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0143594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0131504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0143594
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063627
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03900
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03900
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY WORKS FOUNDATION CASH CONTRIBUTION: 9,300 NAME: INTERNATIONAL HEALTH PARTNERS CASH CONTRIBUTION: 7,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETING MEALS 22,789 CLUB ADMINISTRATION 1,283 INTERNATIONAL YOUTH EXCH 728 ROTARY FEES 8,964 PETS CONFERENCE 1,123 PARADE FLOAT 76 RYLA REGISTRATION 220 FAMILY PICNIC/NIGHT 1,168 SOFTWARE SUBSCRIPTIONS 1,179 PROFESSIONAL SERVICES 750 WEBSITE 230 TOTAL 38,510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLECTIONS FOR PASSTHRU ORG. 3,373 35,571
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DICK SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087830719
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - LA CROSSE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY VIEW
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391436076
ReturnHeader/Filer/PhoneNum06087830719
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/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R JAEKEL
ReturnHeader/ReturnTs02024-10-28T11:39:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,502
Liabilities
$35,571
Net assets
$116,931
Revenue
$96,436
Expenses
$65,698
Net income
$30,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.36$1.17$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)5 • <$500k nonprofits