Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 39-1600686

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 17, 2020

Organization ProfileWWW.ELKHORNROTARY.ORG
PO Box 915Elkhorn, WI 53121-0915

(262) 723-6363

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-2.3%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-29%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,183

Down $728 (-2.3%) from 2019

Net Assets

Up

$31,113

Up $600 (+2.0%) from 2019

Liabilities

Down

$70

Down $1,328 (-95%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$52,277

Down $21,273 (-29%) from 2019

Expenses

Down

$51,677

Down $16,801 (-25%) from 2019

Net Income

Down

$600

Down $4,472 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$60K$40K$20K$0Assets 2011: $14,972Net Assets 2011: $14,9722011Assets 2012: $14,553Liabilities 2012: $400Net Assets 2012: $14,1532012Assets 2013: $15,187Liabilities 2013: $500Net Assets 2013: $14,6872013Assets 2014: $19,784Liabilities 2014: $1,250Net Assets 2014: $18,5342014Assets 2015: $21,236Liabilities 2015: $570Net Assets 2015: $20,6662015Assets 2016: $29,923Liabilities 2016: $420Net Assets 2016: $29,5032016Assets 2017: $28,619Liabilities 2017: $620Net Assets 2017: $27,9992017Assets 2018: $27,311Liabilities 2018: $1,870Net Assets 2018: $25,4412018Assets 2019: $31,911Liabilities 2019: $1,398Net Assets 2019: $30,5132019Assets 2020: $31,183Liabilities 2020: $70Net Assets 2020: $31,1132020Assets 2021: $18,326Liabilities 2021: $470Net Assets 2021: $17,8562021Assets 2022: $56,188Liabilities 2022: $2,134Net Assets 2022: $54,0542022Assets 2023: $52,474Liabilities 2023: $3,671Net Assets 2023: $48,8032023Assets 2024: $52,247Net Assets 2024: $52,2472024

Highlighted filing

2020

Assets$31,183
Liabilities$70
Net Assets$31,113
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50KRevenue 2011: $53,940Expenses 2011: $55,097Net Income 2011: -$1,1572011Revenue 2012: $50,938Expenses 2012: $51,611Net Income 2012: -$6732012Revenue 2013: $48,377Expenses 2013: $47,843Net Income 2013: $5342013Revenue 2014: $40,826Expenses 2014: $36,979Net Income 2014: $3,8472014Revenue 2015: $41,979Expenses 2015: $39,848Net Income 2015: $2,1312015Revenue 2016: $56,628Expenses 2016: $47,791Net Income 2016: $8,8372016Revenue 2017: $61,186Expenses 2017: $62,690Net Income 2017: -$1,5042017Revenue 2018: $58,632Expenses 2018: $62,605Net Income 2018: -$3,9732018Revenue 2019: $73,550Expenses 2019: $68,478Net Income 2019: $5,0722019Revenue 2020: $52,277Expenses 2020: $51,677Net Income 2020: $6002020Revenue 2021: $8,127Expenses 2021: $21,384Net Income 2021: -$13,2572021Revenue 2022: $60,533Expenses 2022: $24,335Net Income 2022: $36,1982022Revenue 2023: $33,277Expenses 2023: $38,528Net Income 2023: -$5,2512023Revenue 2024: $42,477Expenses 2024: $39,033Net Income 2024: $3,4442024

Highlighted filing

2020

Revenue$52,277
Expenses$51,677
Net Income$600
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$55,254
Mission and Program Overview

Mission

Community and international service projects

Program Services

DescriptionGrantsExpenses
DONATIONS TO INTERNATIONAL AND LOCAL CHARITIES AND ORGANIZATIONS. SCHOLARSHIPS FOR LOCAL YOUTH.$29,413$51,512
DONATIONS TO INTERNATIONAL AND LOCAL CHARITIES AND ORGANIZATIONS. SCHOLARSHIPS FOR LOCAL YOUTH. HOST EXCHANGE STUDENT.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS CLAPPERSecretary-$0--
DEBRA DUICKTreasurer-$0--
DAN WEDIGEDirector-$0--
TED JOHNSONDirector-$0--
JOHN HENDERSONDirector-$0--
DAWN HEATHPast Preside-$0--
BRYAN IWICKIPresident-$0--
KATHIE HANSSENDirector-$0--
BRIAN HOLTDirector-$0--
WARD PHILLIPSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Elkhorn Rotary Inc
EIN
39-1600686
Address
PO BOX 915, ELKHORN, WI 53121-0915

Signing Officer

Name
Debra Duick
Title
Treasurer
Signed
2020-08-17

Preparer

Firm
Duick & Company Sc
Address
PO BOX 197, ELKHORN, WI 53121-0197
Preparer
Debra J Duick
Phone
2627236363
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Stir it up 20,221 ribfest 3,018 golf outing 3,000 fines 1,244 misc. 1,059 visitor meals 40 total 28,582”

Form 990-ez, Part I, Line 10

“Cash contribution: 25,503”

Form 990-ez, Part I, Line 16

“Expenses information technology 600 conferences/meetings 857 bank charges 165 installation banquet 521 misc 323 supplies 421 a/r write off dues/meals 3,320 total 6,207”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 20,690 10,021 total 20,690 10,021”

Form 990-ez, Part II, Line 26

“Transfers payable 1,398 70”

Form 990-ez, Part III, Line 31

“Donations to international and local charities and organizations. Scholarships for local youth.”

Raw XML Appendix151 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt06765
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBRA DUICK
IRS990EZ/BooksInCareOfDetail/PhoneNum02627236363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039 N WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 915
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKHORN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0600
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031911
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031183
IRS990EZ/FundraisingGrossIncomeAmt06160
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029413
IRS990EZ/GrossReceiptsAmt055254
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020512
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031113
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS CLAPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA DUICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN WEDIGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TED JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAWN HEATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRYAN IWICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHIE HANSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WARD PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020690
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010021
IRS990EZ/OtherExpensesTotalAmt06207
IRS990EZ/OtherRevenueTotalAmt028582
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO INTERNATIONAL AND LOCAL CHARITIES AND ORGANIZATIONS. SCHOLARSHIPS FOR LOCAL YOUTH. HOST EXCHANGE STUDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO INTERNATIONAL AND LOCAL CHARITIES AND ORGANIZATIONS. SCHOLARSHIPS FOR LOCAL YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029413
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02977
IRS990EZ/SpecialEventsNetIncomeLossAmt03183
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01398
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt070
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051677
IRS990EZ/TotalProgramServiceExpensesAmt051512
IRS990EZ/TotalRevenueAmt052277
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKHORNROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STIR IT UP 20,221 RIBFEST 3,018 GOLF OUTING 3,000 FINES 1,244 MISC. 1,059 VISITOR MEALS 40 TOTAL 28,582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 25,503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INFORMATION TECHNOLOGY 600 CONFERENCES/MEETINGS 857 BANK CHARGES 165 INSTALLATION BANQUET 521 MISC 323 SUPPLIES 421 A/R WRITE OFF DUES/MEALS 3,320 TOTAL 6,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 20,690 10,021 TOTAL 20,690 10,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFERS PAYABLE 1,398 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DONATIONS TO INTERNATIONAL AND LOCAL CHARITIES AND ORGANIZATIONS. SCHOLARSHIPS FOR LOCAL YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA DUICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELKHORN ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0ELKH
ReturnHeader/Filer/EIN0391600686
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 915
ReturnHeader/Filer/USAddress/CityNm0ELKHORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531210915
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.83.169.26
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:04:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391671516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUICK & COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 197
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELKHORN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531210197
ReturnHeader/PreparerPersonGrp/PhoneNum02627236363
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA J DUICK
ReturnHeader/ReturnTs02020-08-18T09:04:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,183
Liabilities
$70
Net assets
$31,113
Revenue
$52,277
Expenses
$51,677
Net income
$600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.2$52.2$42.5$39.0$3.44
2023Detailed filing. Detailed filing data is available for this year.$52.5$3.67$48.8$33.3$38.5$5.25
2022Detailed filing. Detailed filing data is available for this year.$56.2$2.13$54.1$60.5$24.3$36.2
2021Detailed filing. Detailed filing data is available for this year.$18.3$0.47$17.9$8.13$21.4$13.3
2020Detailed filing. Detailed filing data is available for this year.$31.2$0.07$31.1$52.3$51.7$0.60
2019Detailed filing. Detailed filing data is available for this year.$31.9$1.40$30.5$73.6$68.5$5.07
2018Detailed filing. Detailed filing data is available for this year.$27.3$1.87$25.4$58.6$62.6$3.97
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.62$28.0$61.2$62.7$1.50
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.42$29.5$56.6$47.8$8.84
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.57$20.7$42.0$39.8$2.13
2014Detailed filing. Detailed filing data is available for this year.$19.8$1.25$18.5$40.8$37.0$3.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.50$14.7$48.4$47.8$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.40$14.2$50.9$51.6$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$15.0$53.9$55.1$1.16