Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 39-6063736

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

419 Pleasant Street Suite 206Beloit, WI 53511-6201

(815) 623-2646

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% 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

87th percentile

$1,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

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

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$65,341

Up $7,023 (+12%) from 2013

Net Assets

Up

$63,256

Up $7,131 (+13%) from 2013

Liabilities

Down

$2,085

Down $108 (-4.9%) from 2013

Revenue

Down

$51,542

Down $9,043 (-15%) from 2013

Expenses

Down

$44,411

Down $7,486 (-14%) from 2013

Net Income

Down

$7,131

Down $1,557 (-18%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $161,594Liabilities 2011: $116,160Net Assets 2011: $45,4342011Assets 2012: $154,530Liabilities 2012: $107,0932012Assets 2013: $58,318Liabilities 2013: $2,193Net Assets 2013: $56,1252013Assets 2014: $65,341Liabilities 2014: $2,085Net Assets 2014: $63,2562014Assets 2015: $79,180Liabilities 2015: $2,299Net Assets 2015: $76,8812015Assets 2016: $97,006Liabilities 2016: $11,4362016Assets 2017: $88,656Liabilities 2017: $7,284Net Assets 2017: $81,3722017Assets 2018: $127,169Liabilities 2018: $16,142Net Assets 2018: $111,0272018

Highlighted filing

2014

Assets$65,341
Liabilities$2,085
Net Assets$63,256

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $63,597Expenses 2011: $57,618Net Income 2011: $5,9792011Revenue 2012: $61,580Expenses 2012: $58,777Net Income 2012: $2,8032012Revenue 2013: $60,585Expenses 2013: $51,897Net Income 2013: $8,6882013Revenue 2014: $51,542Expenses 2014: $44,411Net Income 2014: $7,1312014Revenue 2015: $49,858Expenses 2015: $36,096Net Income 2015: $13,7622015Revenue 2016: $55,664Expenses 2016: $43,256Net Income 2016: $12,4082016Revenue 2017: $31,000Expenses 2017: $33,326Net Income 2017: -$2,3262017Revenue 2018: $29,533Expenses 2018: $44,886Net Income 2018: -$15,3532018

Highlighted filing

2014

Revenue$51,542
Expenses$44,411
Net Income$7,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$57,347
Mission and Program Overview

Mission

COMMUNITY SERVICE CLUB

Program Services

DescriptionGrantsExpenses
SERVICE CLUBS COMMUNITY AWARENESSPUBLIC RELATIONS$6,050$663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES DEEDSTreasurerdirector-$1,000-$1,000
BRIAN WILSONSecretarydirector-$1,000-$1,000
RICK WESTPresidentdirector-$0--
JAMES OLSONPresident Electdirector-$0--
DAVID LUEBKEPast Presidentdirector-$0--
ANN HANKINSDirector-$0--
AMY GOLACKSONDirector-$0--
GENE ZIEMBADirector-$0--
FRANK MCKEARNDirector-$0--
BILL BECKLEYDirector-$0--
FRANCISCA AMADORDirector-$0--
Filing and Contact Details

Filer

EIN
39-6063736

Signing Officer

Name
Rick West
Title
Presidentdirec
Phone
6083629527
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
W Richard Gerhard
Phone
6083629527
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity club project-community avenue of service grantee various street various city, state, zip beloit, wi 53511relationship none amount 6,713

Description of other expenses Part I line 16

Description amountbusiness expenses-schedule attached 1,041contract services 479facilities and equipment-sched att 1,055operations-schedule attached 2,315other expenses-schedule attached 24,201travel & meetings-schedule attache 320dues to rotary-schedule attached 8,287

Description of total liabilities Part II line 26

Category beginning of year end of yearaccounts payable 795 1,230raffle joker jackpot payable 661 90raffle scholarship proceeds pa 737 765

Raw XML Appendix184 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RICK WEST
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAMES OLSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAMES DEEDS
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRIAN WILSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4DAVID LUEBKE
CompensationExplanation/CompensationExplanationGrp/PersonNm5ANN HANKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm6AMY GOLACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm7GENE ZIEMBA
CompensationExplanation/CompensationExplanationGrp/PersonNm8FRANK MCKEARN
CompensationExplanation/CompensationExplanationGrp/PersonNm9BILL BECKLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm10FRANCISCA AMADOR
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2STIPEND 1000
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3STIPEND 1000
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt6NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt7NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt8NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt9NONE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt10NONE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES DEEDS
IRS990EZ/BooksInCareOfDetail/PhoneNum08156232646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10BELOIT ROTARY RIVER CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/City0BELOIT
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058318
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07131
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058318
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065341
IRS990EZ/FundraisingGrossIncomeAmt012413
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06713
IRS990EZ/GrossReceiptsAmt057347
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044920
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056125
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063256
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056125
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063256
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES DEEDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID LUEBKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN HANKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY GOLACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GENE ZIEMBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRANK MCKEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BILL BECKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10FRANCISCA AMADOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECTDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURERDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARYDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENTDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037698
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE CLUBS COMMUNITY AWARENESSPUBLIC RELATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0663
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05805
IRS990EZ/SpecialEventsNetIncomeLossAmt06608
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02193
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02085
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TotalExpensesAmt044411
IRS990EZ/TotalProgramServiceExpensesAmt0663
IRS990EZ/TotalRevenueAmt051542
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLUB PROJECT-COMMUNITY AVENUE OF SERVICE GRANTEE VARIOUS STREET VARIOUS CITY, STATE, ZIP BELOIT, WI 53511RELATIONSHIP NONE AMOUNT 6,713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBUSINESS EXPENSES-SCHEDULE ATTACHED 1,041CONTRACT SERVICES 479FACILITIES AND EQUIPMENT-SCHED ATT 1,055OPERATIONS-SCHEDULE ATTACHED 2,315OTHER EXPENSES-SCHEDULE ATTACHED 24,201TRAVEL & MEETINGS-SCHEDULE ATTACHE 320DUES TO ROTARY-SCHEDULE ATTACHED 8,287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 795 1,230RAFFLE JOKER JACKPOT PAYABLE 661 90RAFFLE SCHOLARSHIP PROCEEDS PA 737 765
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTDIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06083629527
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF BELOIT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396063736
ReturnHeader/Filer/USAddress/AddressLine10419 PLEASANT STREET SUITE 206
ReturnHeader/Filer/USAddress/City0BELOIT
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0535116201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260051607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10W RICHARD GERHARD CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10419 PLEASANT STREET SUITE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Beloit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0535116201
ReturnHeader/PreparerPersonGrp/PhoneNum06083629527
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W RICHARD GERHARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-21T14:04:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits