Civic Intelligence

Rotary International Hudson Daybreak Rotary Club

990EZ • Fiscal year 2014 • EIN 39-1692800

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

PO Box 48Hudson, WI 54016

(715) 386-7450

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.31x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$10,500

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-3.2%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$168,093

Up $19,898 (+13%) from 2013

Net Assets

Up

$139,976

Up $22,742 (+19%) from 2013

Liabilities

Down

$28,117

Down $2,844 (-9.2%) from 2013

Revenue

Down

$91,912

Down $3,041 (-3.2%) from 2013

Expenses

Down

$78,959

Down $1,910 (-2.4%) from 2013

Net Income

Down

$12,953

Down $1,131 (-8.0%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $96,710Liabilities 2011: $4,771Net Assets 2011: $91,9392011Assets 2012: $117,770Liabilities 2012: $17,075Net Assets 2012: $100,6952012Assets 2013: $148,195Liabilities 2013: $30,961Net Assets 2013: $117,2342013Assets 2014: $168,093Liabilities 2014: $28,117Net Assets 2014: $139,9762014Assets 2015: $189,839Liabilities 2015: $20,372Net Assets 2015: $169,4672015Assets 2016: $228,441Liabilities 2016: $18,503Net Assets 2016: $209,9382016Assets 2017: $244,126Liabilities 2017: $26,024Net Assets 2017: $218,1022017Assets 2018: $257,047Liabilities 2018: $20,857Net Assets 2018: $236,1902018Assets 2019: $50,456Liabilities 2019: $21,751Net Assets 2019: $28,7052019Assets 2020: $41,395Liabilities 2020: $2,400Net Assets 2020: $38,9952020Assets 2021: $85,098Liabilities 2021: $30,066Net Assets 2021: $55,0322021Assets 2023: $67,794Liabilities 2023: $783Net Assets 2023: $67,0112023Assets 2024: $68,645Liabilities 2024: $1,052Net Assets 2024: $67,5932024Assets 2025: $94,123Net Assets 2025: $94,1232025

Highlighted filing

2014

Assets$168,093
Liabilities$28,117
Net Assets$139,976

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $85,487Expenses 2011: $85,589Net Income 2011: -$1022011Revenue 2012: $85,025Expenses 2012: $68,204Net Income 2012: $16,8212012Revenue 2013: $94,953Expenses 2013: $80,869Net Income 2013: $14,0842013Revenue 2014: $91,912Expenses 2014: $78,959Net Income 2014: $12,9532014Revenue 2015: $122,030Expenses 2015: $94,987Net Income 2015: $27,0432015Revenue 2016: $131,548Expenses 2016: $78,916Net Income 2016: $52,6322016Revenue 2017: $137,860Expenses 2017: $97,829Net Income 2017: $40,0312017Revenue 2018: $89,203Expenses 2018: $71,115Net Income 2018: $18,0882018Revenue 2019: $107,791Expenses 2019: $95,959Net Income 2019: $11,8322019Revenue 2020: $81,535Expenses 2020: $71,245Net Income 2020: $10,2902020Revenue 2021: $67,636Expenses 2021: $51,802Net Income 2021: $15,8342021Revenue 2023: $88,680Expenses 2023: $92,016Net Income 2023: -$3,3362023Revenue 2024: $125,769Expenses 2024: $125,187Net Income 2024: $5822024Revenue 2025: $117,097Expenses 2025: $90,567Net Income 2025: $26,5302025

Highlighted filing

2014

Revenue$91,912
Expenses$78,959
Net Income$12,953
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$137,558
Mission and Program Overview

Mission

To provide local and intl service

To provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. Rotary's main objective is service in the community, in the workplace, and throughout the world.

Program Services

DescriptionGrantsExpenses
APPLICATION OF SERVICE TO THE AREA COMMUNITY (JR. ACHIEVEMENT, HIGH SCHOOL SCHOLARSHIPS, COMMUNITY ACTION, YMCA, ETC.)$44,320$49,527
CLUB SERVICE AND MEMBERSHIP DEVELOPMENT. CLUB SERVICE INVOLVES ATTENDANCE, CLUB NEWSLETTER, FELLOWSHIP, MAGAZINE, MEMBERSHIP DEVELOPMENT, PROGRAMS, PUBLIC RELATIONS, CLASSIFICATIONS, AND ROTARY INFORMATION.-$21,302
ADVANCEMENT OF INTERNATIONAL GOODWILL & PEACE (YOUTH FOREIGN EXCHANGE, INTERNATIONAL PROJECTS, ETC).$6,875$8,130
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERNA CLARKExecutive SePT$10,500-$10,500
JAMES JOHNSONPast Preside-$0--
GARTH CHRISTENSONPresidentPT$0--
TRICIA CHRISTIANSENDirector-$0--
CHAD FETTDirector-$0--
RYAN CARIDirector-$0--
NANCY SORENSONPresident ElPT$0--
BRUCE HANSONDirector-$0--
TOM VANPELTDirector-$0--
BURT WITTHUHNDirector-$0--
JENNIFER SCHUTZDirector-$0--
JASON FREDRICKSONDirector-$0--
TIM HECKMANNSecretary/Tr-$0--
JERRY HAUTALADirector-$0--
CURT CAREYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,592$46,592$21,785$24,807
Event 2$26,552$26,552$7,903$18,649
Total Events$109,913$109,913$45,646$64,267
Filing and Contact Details

Filer

EIN
39-1692800
Phone
7153867450

Signing Officer

Name
Garth Christenson
Title
President
Phone
7153867450
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Jennifer a Schutz
Phone
6514373356
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Happy dollars 1,927 fast for hope breakfast 165 raise the woof 100 polio plus 98 total 2,290

Form 990-ez, Part I, Line 16

Expenses promotion 25 office supplies 724 honors breakfast 926 camp ryla 1,305 district conf 325 dues 102 guest meals 2,143 halloween parade 833 new member expenses 526 pins 143 gifts 424 youth exchange expense 1,255 bank charges 20 insurance 206 president fund expense 500 service above self award 91 investment expenses 3,778 foundation 240 pets conference 382 pe travel/convention 1,000 public image 543 social event 323 hudson interact club 500 total 16,314

Form 990-ez, Part I, Line 20

Unrealized gain on investments 15,789 prior year reclass from liabilities to net assets -6,000

Form 990-ez, Part II, Line 24

Accounts receivable 21,695 21,291 scvf charitable fund 104,934 126,823 scvf short term fund 106 5 scvf micro loan fund 1,980 1,856 first bank ja 0 3,000 total 128,715 152,975

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 480 0 deferred revenue 26,681 23,988 various payables 3,800 4,129

Form 990-ez, Part III

To provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. Rotary's main objective is service in the community, in the workplace, and throughout the world.

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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/TitleTxt0EXECUTIVE SE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. ROTARY'S MAIN OBJECTIVE IS SERVICE IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLUB SERVICE AND MEMBERSHIP DEVELOPMENT. CLUB SERVICE INVOLVES ATTENDANCE, CLUB NEWSLETTER, FELLOWSHIP, MAGAZINE, MEMBERSHIP DEVELOPMENT, PROGRAMS, PUBLIC RELATIONS, CLASSIFICATIONS, AND ROTARY INFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1APPLICATION OF SERVICE TO THE AREA COMMUNITY (JR. ACHIEVEMENT, HIGH SCHOOL SCHOLARSHIPS, COMMUNITY ACTION, YMCA, ETC.)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ADVANCEMENT OF INTERNATIONAL GOODWILL & PEACE (YOUTH FOREIGN EXCHANGE, INTERNATIONAL PROJECTS, ETC).
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16875
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149527
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAPPY DOLLARS 1,927 FAST FOR HOPE BREAKFAST 165 RAISE THE WOOF 100 POLIO PLUS 98 TOTAL 2,290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROMOTION 25 OFFICE SUPPLIES 724 HONORS BREAKFAST 926 CAMP RYLA 1,305 DISTRICT CONF 325 DUES 102 GUEST MEALS 2,143 HALLOWEEN PARADE 833 NEW MEMBER EXPENSES 526 PINS 143 GIFTS 424 YOUTH EXCHANGE EXPENSE 1,255 BANK CHARGES 20 INSURANCE 206 PRESIDENT FUND EXPENSE 500 SERVICE ABOVE SELF AWARD 91 INVESTMENT EXPENSES 3,778 FOUNDATION 240 PETS CONFERENCE 382 PE TRAVEL/CONVENTION 1,000 PUBLIC IMAGE 543 SOCIAL EVENT 323 HUDSON INTERACT CLUB 500 TOTAL 16,314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 15,789 PRIOR YEAR RECLASS FROM LIABILITIES TO NET ASSETS -6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 21,695 21,291 SCVF CHARITABLE FUND 104,934 126,823 SCVF SHORT TERM FUND 106 5 SCVF MICRO LOAN FUND 1,980 1,856 FIRST BANK JA 0 3,000 TOTAL 128,715 152,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 480 0 DEFERRED REVENUE 26,681 23,988 VARIOUS PAYABLES 3,800 4,129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. ROTARY'S MAIN OBJECTIVE IS SERVICE IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07153867450
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL HUDSON
ReturnHeader/Filer/BusinessName/BusinessNameLine20DAYBREAK ROTARY CLUB
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ReturnHeader/Filer/EIN0391692800
ReturnHeader/Filer/PhoneNum07153867450
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ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411620961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEWIS KISCH & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101125 SOUTH FRONTAGE ROAD SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HASTINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0550332489
ReturnHeader/PreparerPersonGrp/PhoneNum06514373356
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A SCHUTZ
ReturnHeader/ReturnTs02014-11-03T08:19:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.17$0.91$0.27
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$1.26$1.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.89$0.92$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.30$0.55$0.68$0.52$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.82$0.71$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.22$0.29$1.08$0.96$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.21$2.36$0.89$0.71$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.26$2.18$1.38$0.98$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.19$2.10$1.32$0.79$0.53
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.20$1.69$1.22$0.95$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.28$1.40$0.92$0.79$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.31$1.17$0.95$0.81$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.17$1.01$0.85$0.68$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.05$0.92$0.85$0.86$0.00