Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 39-6063736

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 17, 2015

419 Pleasant Street Suite 206Beloit, WI 53511-6201

(608) 362-9527

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.05x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

87th percentile

$1,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-3.3%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$79,180

Up $13,839 (+21%) from 2014

Net Assets

Up

$76,881

Up $13,625 (+22%) from 2014

Liabilities

Up

$2,299

Up $214 (+10%) from 2014

Revenue

Down

$49,858

Down $1,684 (-3.3%) from 2014

Expenses

Down

$36,096

Down $8,315 (-19%) from 2014

Net Income

Up

$13,762

Up $6,631 (+93%) from 2014

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

2015

Assets$79,180
Liabilities$2,299
Net Assets$76,881

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

2015

Revenue$49,858
Expenses$36,096
Net Income$13,762
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 17, 2015
Return Version
2014v5.0
Gross Receipts
$55,032
Mission and Program Overview

Mission

COMMUNITY SERVICE CLUB

Program Services

DescriptionGrantsExpenses
SERVICE CLUBS COMMUNITY AWARENESSPUBLIC RELATIONS$2,500$196
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES DEEDSTreasurerdirector-$1,000-$1,000
ANA KELLYSecretarydirector-$1,000-$1,000
JAMES OLSONPresidentdirector-$0--
DONALD FERGUSONPresident Electdirector-$0--
RICHARD RICK WESTPast Presidentdirector-$0--
BRIAN WILSONDirector-$0--
SAMUEL PADDOCKDirector-$0--
GENE ZIEMBADirector-$0--
FRANK MCKEARNDirector-$0--
WILLIAM BECKLEYDirector-$0--
FRANCISCA AMADORDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Beloit
EIN
39-6063736
Address
419 PLEASANT STREET SUITE 206, BELOIT, WI 53511-6201

Signing Officer

Name
James Olson
Title
Presidentdirec
Phone
6083629527
Signed
2015-11-17
Discuss with paid preparer
Yes

Preparer

Firm
W Richard Gerhard CPA LLC
Address
419 PLEASANT STREET SUITE 206, Beloit, WI 53511-6201
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 2,696

Description of other expenses Part I line 16

Description amountbusiness expenses-schedule attached 341contract services 479operations-schedule attached 2,163other expenses-schedule attached 21,903dues to rotary-schedule attached 8,514

Other changes in net assets or fund balances Part I line 20

Description amountschedule attached (137)

Description of other assets Part II line 24

Category beginning of year end of yearaccounts payable debit balance 0 317

Description of total liabilities Part II line 26

Category beginning of year end of yearaccounts payable 1,230 0raffle joker jackpot payable 90 399raffle scholarship proceeds pa 765 1,385donations from members for ri 0 515

Raw XML Appendix190 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/PersonNm0JAMES OLSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1DONALD FERGUSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAMES DEEDS
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANA KELLY
CompensationExplanation/CompensationExplanationGrp/PersonNm4RICHARD RICK WEST
CompensationExplanation/CompensationExplanationGrp/PersonNm5BRIAN WILSON
CompensationExplanation/CompensationExplanationGrp/PersonNm6SAMUEL PADDOCK
CompensationExplanation/CompensationExplanationGrp/PersonNm7GENE ZIEMBA
CompensationExplanation/CompensationExplanationGrp/PersonNm8FRANK MCKEARN
CompensationExplanation/CompensationExplanationGrp/PersonNm9WILLIAM 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/PhoneNum06083629527
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0BELOIT ROTARY RIVER CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELOIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013762
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt079180
IRS990EZ/FundraisingGrossIncomeAmt010618
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02696
IRS990EZ/GrossReceiptsAmt055032
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044399
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076881
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076881
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/PersonNm0JAMES OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONALD FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES DEEDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANA KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD RICK WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAMUEL PADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GENE ZIEMBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRANK MCKEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM 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/EOYAmt0317
IRS990EZ/OtherChangesInNetAssetsAmt0-137
IRS990EZ/OtherExpensesTotalAmt033400
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE CLUBS COMMUNITY AWARENESSPUBLIC RELATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0196
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05174
IRS990EZ/SpecialEventsNetIncomeLossAmt05444
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02085
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02299
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt0-0
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036096
IRS990EZ/TotalProgramServiceExpensesAmt0196
IRS990EZ/TotalRevenueAmt049858
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 2,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBUSINESS EXPENSES-SCHEDULE ATTACHED 341CONTRACT SERVICES 479OPERATIONS-SCHEDULE ATTACHED 2,163OTHER EXPENSES-SCHEDULE ATTACHED 21,903DUES TO ROTARY-SCHEDULE ATTACHED 8,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTSCHEDULE ATTACHED (137)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE DEBIT BALANCE 0 317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 1,230 0RAFFLE JOKER JACKPOT PAYABLE 90 399RAFFLE SCHOLARSHIP PROCEEDS PA 765 1,385DONATIONS FROM MEMBERS FOR RI 0 515
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/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTDIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06083629527
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BELOIT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396063736
ReturnHeader/Filer/USAddress/AddressLine1Txt0419 PLEASANT STREET SUITE 206
ReturnHeader/Filer/USAddress/CityNm0BELOIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535116201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260051607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W RICHARD GERHARD CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0419 PLEASANT STREET SUITE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beloit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535116201
ReturnHeader/PreparerPersonGrp/PhoneNum06083629527
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W RICHARD GERHARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-17T15:06:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings