Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 39-1637293

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 17, 2023

P O Box 1014Brookfield, WI 53008-1014

(414) 510-0755

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-8.6%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-35%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-12%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$13,098

Down $7,113 (-35%) from 2022

Net Assets

Down

$12,419

Down $5,204 (-30%) from 2022

Liabilities

Down

$679

Down $1,909 (-74%) from 2022

Revenue

Down

$57,176

Down $7,808 (-12%) from 2022

Expenses

Down

$62,082

Down $3,071 (-4.7%) from 2022

Net Income

Down

-$4,906

Down $4,737 (-2803%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $10,253Liabilities 2012: $3,2832012Assets 2014: $5,963Liabilities 2014: $2742014Assets 2015: $7,514Liabilities 2015: $02015Assets 2016: $7,729Liabilities 2016: $3002016Assets 2017: $8,101Liabilities 2017: $2782017Assets 2018: $9,795Liabilities 2018: $7782018Assets 2020: $18,718Liabilities 2020: $3,2352020Assets 2021: $17,351Liabilities 2021: $3,0692021Assets 2022: $20,211Liabilities 2022: $2,588Net Assets 2022: $17,6232022Assets 2023: $13,098Liabilities 2023: $679Net Assets 2023: $12,4192023Assets 2024: $13,655Liabilities 2024: $1,605Net Assets 2024: $12,0502024Assets 2025: $14,538Liabilities 2025: $1,058Net Assets 2025: $13,4802025

Highlighted filing

2023

Assets$13,098
Liabilities$679
Net Assets$12,419

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $50,410Expenses 2012: $50,919Net Income 2012: -$5092012Revenue 2014: $51,376Expenses 2014: $52,583Net Income 2014: -$1,2072014Revenue 2015: $64,898Expenses 2015: $63,072Net Income 2015: $1,8262015Revenue 2016: $67,286Expenses 2016: $67,371Net Income 2016: -$852016Revenue 2017: $68,507Expenses 2017: $68,113Net Income 2017: $3942017Revenue 2018: $70,660Expenses 2018: $69,466Net Income 2018: $1,1942018Revenue 2020: $110,690Expenses 2020: $47,995Net Income 2020: $62,6952020Revenue 2021: $26,345Expenses 2021: $27,747Net Income 2021: -$1,4022021Revenue 2022: $64,984Expenses 2022: $65,153Net Income 2022: -$1692022Revenue 2023: $57,176Expenses 2023: $62,082Net Income 2023: -$4,9062023Revenue 2024: $40,427Expenses 2024: $40,502Net Income 2024: -$752024Revenue 2025: $54,370Expenses 2025: $53,564Net Income 2025: $8062025

Highlighted filing

2023

Revenue$57,176
Expenses$62,082
Net Income-$4,906
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$63,312
Mission and Program Overview

Mission

ConductweeklymeetingsofcivicleaderstopromotecommunityserviceSupportlocalandnationalcharitieswithgrantsthroughtheElmbrookRotaryFoundation-aseparate501c3SupportlocalcivicorganizationsandschoolsthroughElmbrookRotaryFoundation

Conduct weekly meetings of civic leaders to promote community service Support local and national charities with grants through the Elmbrook Rotary Foundation - a separate 501c3 Support local civic organizations and schools through Elmbrook Rotary Foundation

Program Services

DescriptionGrantsExpenses
Common Hope Literacy Program$0$870
Business Person of Year$0$712
Interact Youth Club Support$0$430
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold FarchminPresident-$0--
Christine SpresserVice President-$0--
Thomas SteinbachSecretary-$0--
Mark ZalewskiTreasurer-$0--
David EngleSergeant At Arms-$0--
John AllenDirector-$0--
Jan ConstableDirector-$0--
Jackson BubholzDirector-$0--
Bonnie BertramDirector-$0--
Jack NelsonDirector-$0--
Jeanne AllenDirector-$0--
Raul ArredondoDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-1637293
In Care Of
% Mark Zalewski
Address
P O BOX 1014, BROOKFIELD, WI 53008-1014

Signing Officer

Name
Mark Zalewski
Title
Treasurer
Signed
2023-10-17
Supplemental Narrative

Additional Explanations

Doing Business As Names

d/b/a Elmbrook Brookfield Rotary Club

Part I, line 16

| Other Expenses:, Amount:| Member Recruitment Expense, $583| Public Relations, $1096| Annual Gratuities to Wait Staff, $500| Meal Expense, $25581| Credit Card Fees, $609| Sgt at Arms Supplies, $1160| Website Maintenance and Software expenses, $1391| Rotary District Meetings, $2161| Rotary District Dues, $2840| Rotary International Dues, $7824| International Convention Expense, $4665| Social and Club Welfare Expenses -, $10033| International project and Exchange Student sponsership, $1770| Youth and Vocational Committee Expenses, $1142|

Part I, line 20

| Explanation:, Amount:| Unpaid Dues, $-298|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $402, $257|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $2588, $679|

Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0d/b/a Elmbrook Brookfield Rotary Club
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Member Recruitment Expense, $583| Public Relations, $1096| Annual Gratuities to Wait Staff, $500| Meal Expense, $25581| Credit Card Fees, $609| Sgt at Arms Supplies, $1160| Website Maintenance and Software expenses, $1391| Rotary District Meetings, $2161| Rotary District Dues, $2840| Rotary International Dues, $7824| International Convention Expense, $4665| Social and Club Welfare Expenses -, $10033| International project and Exchange Student sponsership, $1770| Youth and Vocational Committee Expenses, $1142|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Unpaid Dues, $-298|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $402, $257|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $2588, $679|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Zalewski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391637293
ReturnHeader/Filer/ForeignPhoneNum04145100755
ReturnHeader/Filer/InCareOfNm0% Mark Zalewski
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1014
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530081014
ReturnHeader/ReturnTs02023-10-17T03:49:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings