Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 39-1526807

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 21, 2018

4521 Taylor AveMT Pleasant, WI 53405

(262) 898-6541

Siviq Scores

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

Liabilities / Assets

86th percentile

0.29x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

2.5%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$39,470

Up $10,326 (+35%) from 2017

Net Assets

Up

$27,973

Up $3,456 (+14%) from 2017

Liabilities

Up

$11,497

Up $6,870 (+148%) from 2017

Revenue

Up

$72,187

Up $1,734 (+2.5%) from 2017

Expenses

Up

$68,524

Up $7,743 (+13%) from 2017

Net Income

Down

$3,663

Down $6,009 (-62%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20K-$40KAssets 2014: $29,090Liabilities 2014: $10,4662014Assets 2015: $26,717Liabilities 2015: $3,349Net Assets 2015: $23,3682015Assets 2016: $40,387Liabilities 2016: $25,542Net Assets 2016: $14,8452016Assets 2017: $29,144Liabilities 2017: $4,627Net Assets 2017: $24,5172017Assets 2018: $39,470Liabilities 2018: $11,497Net Assets 2018: $27,9732018Assets 2019: $24,750Liabilities 2019: $0Net Assets 2019: $24,7502019Assets 2020: $36,604Liabilities 2020: $29,113Net Assets 2020: $7,4912020Assets 2021: $34,237Liabilities 2021: $31,641Net Assets 2021: $2,5962021Assets 2022: $49,507Liabilities 2022: $37,656Net Assets 2022: $11,8512022Assets 2023: $55,219Liabilities 2023: $53,349Net Assets 2023: $1,8702023Assets 2024: $24,935Liabilities 2024: $47,757Net Assets 2024: -$22,8222024Assets 2025: $19,124Liabilities 2025: $7,046Net Assets 2025: $12,0782025

Highlighted filing

2018

Assets$39,470
Liabilities$11,497
Net Assets$27,973

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $47,565Expenses 2014: $48,254Net Income 2014: -$6892014Revenue 2015: $71,117Expenses 2015: $66,373Net Income 2015: $4,7442015Revenue 2016: $60,996Expenses 2016: $69,519Net Income 2016: -$8,5232016Revenue 2017: $70,453Expenses 2017: $60,781Net Income 2017: $9,6722017Revenue 2018: $72,187Expenses 2018: $68,524Net Income 2018: $3,6632018Revenue 2019: $88,619Expenses 2019: $96,845Net Income 2019: -$8,2262019Revenue 2020: $90,337Expenses 2020: $82,846Net Income 2020: $7,4912020Revenue 2021: $85,413Expenses 2021: $82,817Net Income 2021: $2,5962021Revenue 2022: $97,724Expenses 2022: $85,873Net Income 2022: $11,8512022Revenue 2023: $89,142Expenses 2023: $87,272Net Income 2023: $1,8702023Revenue 2024: $78,291Expenses 2024: $91,113Net Income 2024: -$12,8222024Revenue 2025: $92,604Expenses 2025: $104,571Net Income 2025: -$11,9672025

Highlighted filing

2018

Revenue$72,187
Expenses$68,524
Net Income$3,663
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 21, 2018
Return Version
2017v2.3
Gross Receipts
$80,843
Mission and Program Overview

Mission

Rotary international is 1.2 million neighbors, friends, and community leaders who come together to create positive, lasting change in our communities and around the world. The racine founders club brings together dedicated individuals at the local level to exchange ideas, build relationships, and take action within our own community and abroad.

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL IS 1.2 MILLION NEIGHBORS, FRIENDS, AND COMMUNITY LEADERS WHO COME TOGETHER TO CREATE POSITIVE, LASTING CHANGE IN OUR COMMUNITIES AND AROUND THE WORLD. THE RACINE FOUNDERS CLUB BRINGS TOGETHER DEDICATED INDIVIDUALS AT THE LOCAL LEVEL TO EXCHANGE IDEAS, BUILD RELATIONSHIPS, AND TAKE ACTION WITHIN OUR OWN COMMUNITY AND ABROAD.$0$68,524
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK BOOTHPresident-$0--
TOM LEUENBERGERPresident Elect-$0--
TIM SHEASecretary-$0--
ROBERT FELLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Racine Founders Club Rotary Inc
EIN
39-1526807
Phone
2628986541
Address
4521 TAYLOR AVE, MT PLEASANT, WI 53405

Signing Officer

Name
Laura Degroot
Title
Treasurer
Phone
2628986541
Signed
2018-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
222 MAIN ST SUITE 200, RACINE, WI 53403
Preparer
Kimberly Anderson CPA
Phone
2626379351
Supplemental Narrative

Additional Explanations

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

Description: miscellaneous expenses. Amount: 4,593. Description: board meeting expense. Amount: 855. Description: bank and credit card fees. Amount: 1,091. Description: dues. Amount: 13,081. Description: new member expense. Amount: 1,886. Description: meeting expense. Amount: 42,236. Description: postage expense. Amount: 24. Description: bad debt expense. Amount: 4,758. Total to form 990-ez, line 16: 68,524.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -207.

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

Description: net dues receivable. Beg. Of year amount: 17,287. End of year amount: 25,278.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to foundation. Beg. Of year amount: 30. End of year amount: 11,195. Description: accounts payable. Beg. Of year amount: 4,597. End of year amount: 302.

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02628986541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04521 TAYLOR AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03663
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029144
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039470
IRS990EZ/FundraisingGrossIncomeAmt07053
IRS990EZ/GrossReceiptsAmt080843
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt073790
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027973
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM LEUENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT FELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017287
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025278
IRS990EZ/OtherChangesInNetAssetsAmt0-207
IRS990EZ/OtherExpensesTotalAmt068524
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY INTERNATIONAL IS 1.2 MILLION NEIGHBORS, FRIENDS, AND COMMUNITY LEADERS WHO COME TOGETHER TO CREATE POSITIVE, LASTING CHANGE IN OUR COMMUNITIES AND AROUND THE WORLD. THE RACINE FOUNDERS CLUB BRINGS TOGETHER DEDICATED INDIVIDUALS AT THE LOCAL LEVEL TO EXCHANGE IDEAS, BUILD RELATIONSHIPS, AND TAKE ACTION WITHIN OUR OWN COMMUNITY AND ABROAD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY INTERNATIONAL IS 1.2 MILLION NEIGHBORS, FRIENDS, AND COMMUNITY LEADERS WHO COME TOGETHER TO CREATE POSITIVE, LASTING CHANGE IN OUR COMMUNITIES AND AROUND THE WORLD. THE RACINE FOUNDERS CLUB BRINGS TOGETHER DEDICATED INDIVIDUALS AT THE LOCAL LEVEL TO EXCHANGE IDEAS, BUILD RELATIONSHIPS, AND TAKE ACTION WITHIN OUR OWN COMMUNITY AND ABROAD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068524
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08656
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1603
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04627
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011497
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068524
IRS990EZ/TotalProgramServiceExpensesAmt068524
IRS990EZ/TotalRevenueAmt072187
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://PORTAL.CLUBRUNNER.CA/7866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 4,593. DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 855. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 1,091. DESCRIPTION: DUES. AMOUNT: 13,081. DESCRIPTION: NEW MEMBER EXPENSE. AMOUNT: 1,886. DESCRIPTION: MEETING EXPENSE. AMOUNT: 42,236. DESCRIPTION: POSTAGE EXPENSE. AMOUNT: 24. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 4,758. TOTAL TO FORM 990-EZ, LINE 16: 68,524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NET DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 17,287. END OF YEAR AMOUNT: 25,278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE TO FOUNDATION. BEG. OF YEAR AMOUNT: 30. END OF YEAR AMOUNT: 11,195. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,597. END OF YEAR AMOUNT: 302.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA DEGROOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02628986541
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RACINE FOUNDERS CLUB ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0RACI
ReturnHeader/Filer/EIN0391526807
ReturnHeader/Filer/PhoneNum02628986541
ReturnHeader/Filer/USAddress/AddressLine1Txt04521 TAYLOR AVE
ReturnHeader/Filer/USAddress/CityNm0MT PLEASANT
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:35:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 MAIN ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RACINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053403
ReturnHeader/PreparerPersonGrp/PhoneNum02626379351
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02018-12-21T13:22:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings