Civic Intelligence

Rotary Club of New Richmond

990EZ • Fiscal year 2019 • EIN 39-1594112

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

Organization ProfileN/A
PO Box 54New Richmond, WI 54017

(715) 246-6976

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

25th percentile

-9.5%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

90th percentile

$4,900

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

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

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

13th percentile

-32%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$74,504

Down $2,965 (-3.8%) from 2018

Net Assets

$74,504

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin25th percentile

Revenue

Down

$31,143

Down $14,703 (-32%) from 2018

Expenses

Down

$34,108

Down $10,147 (-23%) from 2018

Net Income

Down

-$2,965

Down $4,556 (-286%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80K$60K$40K$20K$0Assets 2011: $68,164Liabilities 2011: $02011Assets 2012: $67,942Liabilities 2012: $02012Assets 2013: $66,423Liabilities 2013: $02013Assets 2014: $68,247Liabilities 2014: $02014Assets 2015: $65,590Liabilities 2015: $02015Assets 2016: $70,710Liabilities 2016: $02016Assets 2017: $75,878Liabilities 2017: $02017Assets 2018: $77,469Liabilities 2018: $02018Assets 2019: $74,504Liabilities 2019: $0Net Assets 2019: $74,5042019Assets 2021: $61,638Liabilities 2021: $0Net Assets 2021: $61,6382021Assets 2022: $65,750Liabilities 2022: $0Net Assets 2022: $65,7502022Assets 2023: $59,927Liabilities 2023: $0Net Assets 2023: $59,9272023Assets 2024: $59,625Liabilities 2024: $0Net Assets 2024: $59,6252024Assets 2025: $66,359Net Assets 2025: $66,3592025

Highlighted filing

2019

Assets$74,504
Liabilities$0
Net Assets$74,504
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,569Expenses 2011: $32,943Net Income 2011: $7,6262011Revenue 2012: $42,408Expenses 2012: $42,630Net Income 2012: -$2222012Revenue 2013: $36,929Expenses 2013: $38,448Net Income 2013: -$1,5192013Revenue 2014: $37,456Expenses 2014: $35,632Net Income 2014: $1,8242014Revenue 2015: $24,989Expenses 2015: $27,646Net Income 2015: -$2,6572015Revenue 2016: $50,219Expenses 2016: $45,099Net Income 2016: $5,1202016Revenue 2017: $51,865Expenses 2017: $46,697Net Income 2017: $5,1682017Revenue 2018: $45,846Expenses 2018: $44,255Net Income 2018: $1,5912018Revenue 2019: $31,143Expenses 2019: $34,108Net Income 2019: -$2,9652019Revenue 2021: $22,413Expenses 2021: $20,182Net Income 2021: $2,2312021Revenue 2022: $27,106Expenses 2022: $22,994Net Income 2022: $4,1122022Revenue 2023: $33,198Expenses 2023: $39,021Net Income 2023: -$5,8232023Revenue 2024: $27,413Expenses 2024: $27,715Net Income 2024: -$3022024Revenue 2025: $28,989Expenses 2025: $22,255Net Income 2025: $6,7342025

Highlighted filing

2019

Revenue$31,143
Expenses$34,108
Net Income-$2,965
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$47,836
Mission and Program Overview

Mission

To provide services to others, promote integrity, and advance world understanding, goodwill, and peace through fellowshiop of business, professional and community leaders.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN MONSONExecutive Se-$4,900-$4,900
KENT ELKINPresident-$0--
TYSON LYBECKVocational C-$0--
DAN HEFFRONInternationa-$0--
JESSICA KEOPPLETreasurer-$0--
SHAWN DOYLECommunity Ch-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sca&c$11,360$11,360$5,628$5,732
Rose Sale$6,143$6,143$2,886$3,257
Total Events$17,503$17,503$11,126$6,377
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Richmond
EIN
39-1594112
Phone
7152466976
Address
PO BOX 54, NEW RICHMOND, WI 54017

Signing Officer

Name
Jessica Keopple
Title
Treasurer
Phone
7152466976
Signed
2019-10-29

Preparer

Firm
Guinn Vinopal & Zahradka Llp
Address
110 E 3RD ST, NEW RICHMOND, WI 54017-1808
Preparer
Jessica Keopple
Phone
7152466976
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Misc income 213 total 213”

Form 990-ez, Part I, Line 16

“Expenses 422 220 annual meeting 615 christmas party 439 dues 5,562 meals 12,311 website 580 miscellaneous 151 awards 167 total 20,467”

Form 990-ez, Part II, Line 24

“Due from la fete 0 248 total 0 248”

Form 990-ez, Part III

“To provide services to others, promote integrity, and advance world understanding, goodwill, and peace through fellowshiop of business, professional and community leaders.”

Raw XML Appendix143 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/PersonNm0JESSICA KEOPPLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07152466976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 E THIRD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077469
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074256
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08289
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077469
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074504
IRS990EZ/FundraisingGrossIncomeAmt018203
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08692
IRS990EZ/GrossReceiptsAmt047836
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021084
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077469
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077469
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENT ELKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNN MONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYSON LYBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN HEFFRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA KEOPPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHAWN DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VOCATIONAL C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3INTERNATIONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNITY CH
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0248
IRS990EZ/OtherExpensesTotalAmt020467
IRS990EZ/OtherRevenueTotalAmt0213
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/PrintingPublicationsPostageAmt049
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016693
IRS990EZ/SpecialEventsNetIncomeLossAmt01510
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034108
IRS990EZ/TotalRevenueAmt031143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0CIVIC CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011126
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCA&C
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02137
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017503
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06377
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08514
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0475
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 213 TOTAL 213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 422 220 ANNUAL MEETING 615 CHRISTMAS PARTY 439 DUES 5,562 MEALS 12,311 WEBSITE 580 MISCELLANEOUS 151 AWARDS 167 TOTAL 20,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM LA FETE 0 248 TOTAL 0 248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
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 III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA KEOPPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07152466976
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEW RICHMOND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391594112
ReturnHeader/Filer/PhoneNum07152466976
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 54
ReturnHeader/Filer/USAddress/CityNm0NEW RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B2FD13178C25FA12889983DEEE446E91A64EC4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C80EA7B8D40629BFEA582CCDEF8627556D7DC0F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.151.15.188
ReturnHeader/FilingSecurityInformation/IPDt02019-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:48:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391825995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUINN VINOPAL & ZAHRADKA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 E 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0540171808
ReturnHeader/PreparerPersonGrp/PhoneNum07152466976
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA KEOPPLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-29T09:48:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,504
Liabilities
$0
Net assets
$74,504
Revenue
$31,143
Expenses
$34,108
Net income
-$2,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$66.4$29.0$22.3$6.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$27.4$27.7$0.30
2023Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$33.2$39.0$5.82
2022Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$27.1$23.0$4.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$0.00$61.6$22.4$20.2$2.23
2019Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$31.1$34.1$2.97
2018Summary only. Only limited summary data is available for this year.$77.5$0.00$45.8$44.3$1.59
2017Summary only. Only limited summary data is available for this year.$75.9$0.00$51.9$46.7$5.17
2016Summary only. Only limited summary data is available for this year.$70.7$0.00$50.2$45.1$5.12
2015Summary only. Only limited summary data is available for this year.$65.6$0.00$25.0$27.6$2.66
2014Summary only. Only limited summary data is available for this year.$68.2$0.00$37.5$35.6$1.82
2013Summary only. Only limited summary data is available for this year.$66.4$0.00$36.9$38.4$1.52
2012Summary only. Only limited summary data is available for this year.$67.9$0.00$42.4$42.6$0.22
2011Summary only. Only limited summary data is available for this year.$68.2$0.00$40.6$32.9$7.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits