Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 39-6063736

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileN/A
2317 Mount Vernon AvenueJanesville, WI 53545

(608) 754-8754

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.23x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-7.5%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-8.6%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$88,656

Down $8,350 (-8.6%) from 2016

Net Assets

$81,372

No earlier filing loaded for comparison.

Liabilities

Down

$7,284

Down $4,152 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin27th percentile

Revenue

Down

$31,000

Down $24,664 (-44%) from 2016

Expenses

Down

$33,326

Down $9,930 (-23%) from 2016

Net Income

Down

-$2,326

Down $14,734 (-119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2017

Assets$88,656
Liabilities$7,284
Net Assets$81,372
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$31,000
Expenses$33,326
Net Income-$2,326
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.1
Gross Receipts
$36,435
Mission and Program Overview

Mission

COMMUNITY SERVICE CLUB

Service club community awareness/public relations/signature projects

Program Services

DescriptionGrantsExpenses
SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS$5,000$6,427
SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BECKLEYPresident/Di-$0--
BRAD BOLLTreasurer/Di-$0--
NORA GARDSecretary/Di-$0--
JAMES OLSONDirector-$0--
TOM MCCAWLEYPresident El-$0--
SAMUEL PADDOCKDirector-$0--
GENE ZIEMBADirector-$0--
FRANK MCKEARNDirector-$0--
MARTIN DENSCHDirector-$0--
ANA KELLYDirector-$0--
RICHARD WESTDirector-$0--
DONALD FERGUSONPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Beloit
EIN
39-6063736
Phone
6087548754
Address
2317 MOUNT VERNON AVENUE, JANESVILLE, WI 53545

Signing Officer

Name
William Beckley
Title
President/director
Phone
6087548754
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Co Llp
Address
1920 WEST HART ROAD, BELOIT, WI 53511
Preparer
Brian B Barnhardt
Phone
6083652266
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Dues-rotary international 4,843 one rotary center 1560 sherman ave. Evanston il 60201 dues-district 6250 2,835 2820 walton commons suite 103 madison wi 53718”

Form 990-ez, Part I, Line 16

“Expenses ryla youth conference 1,427 meal costs 17,602 total 19,029”

Form 990-ez, Part I, Line 20

“Decrease in members accts receivable -1,872”

Form 990-ez, Part II, Line 24

“Accounts receivable 6,058 8,108 prepaid expenses and deferred charges 50 0 joker jackpot payable debit balance 129 0 super bowl raffle payable debit bala 268 0 total 6,505 8,108”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 7,056 -464 joker jackpot payable 0 1,268 rafle scholarship proceeds payable 1,385 1,385 donations from members for ri payabl 2,995 5,675 super bowl raffle payable 0 -580”

Form 990-ez, Part III, Line 31

“Service club community awareness/public relations/signature projects”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRAD BOLL
IRS990EZ/BooksInCareOfDetail/PhoneNum06087548754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0BELOIT ROTARY RIVER CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELOIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090501
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025735
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2326
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0551
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088656
IRS990EZ/FundraisingGrossIncomeAmt010700
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012678
IRS990EZ/GrossReceiptsAmt036435
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085570
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085570
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081372
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM BECKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRAD BOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NORA GARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM MCCAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMUEL PADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GENE ZIEMBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRANK MCKEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARTIN DENSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANA KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DONALD FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06505
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08108
IRS990EZ/OtherChangesInNetAssetsAmt0-1872
IRS990EZ/OtherExpensesTotalAmt019029
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt01068
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06427
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05435
IRS990EZ/SpecialEventsNetIncomeLossAmt05265
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011436
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07284
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033326
IRS990EZ/TotalProgramServiceExpensesAmt06427
IRS990EZ/TotalRevenueAmt031000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES-ROTARY INTERNATIONAL 4,843 ONE ROTARY CENTER 1560 SHERMAN AVE. EVANSTON IL 60201 DUES-DISTRICT 6250 2,835 2820 WALTON COMMONS SUITE 103 MADISON WI 53718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES RYLA YOUTH CONFERENCE 1,427 MEAL COSTS 17,602 TOTAL 19,029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECREASE IN MEMBERS ACCTS RECEIVABLE -1,872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 6,058 8,108 PREPAID EXPENSES AND DEFERRED CHARGES 50 0 JOKER JACKPOT PAYABLE DEBIT BALANCE 129 0 SUPER BOWL RAFFLE PAYABLE DEBIT BALA 268 0 TOTAL 6,505 8,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,056 -464 JOKER JACKPOT PAYABLE 0 1,268 RAFLE SCHOLARSHIP PROCEEDS PAYABLE 1,385 1,385 DONATIONS FROM MEMBERS FOR RI PAYABL 2,995 5,675 SUPER BOWL RAFFLE PAYABLE 0 -580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SERVICE CLUB COMMUNITY AWARENESS/PUBLIC RELATIONS/SIGNATURE PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BECKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06087548754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BELOIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O W RICHARD GERHARD CPA LLC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396063736
ReturnHeader/Filer/PhoneNum06087548754
ReturnHeader/Filer/USAddress/AddressLine1Txt02317 MOUNT VERNON AVENUE
ReturnHeader/Filer/USAddress/CityNm0JANESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053545
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049004C9852545A3809731A62C8108813D91D2870
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C54F32022402479C52AD13906937FB7AA800FBEA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391224176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEPERT & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01920 WEST HART ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELOIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053511
ReturnHeader/PreparerPersonGrp/PhoneNum06083652266
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN B BARNHARDT
ReturnHeader/ReturnTs02018-05-07T15:40:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,656
Liabilities
$7,284
Net assets
$81,372
Revenue
$31,000
Expenses
$33,326
Net income
-$2,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.16$1.11$0.30$0.45$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.81$0.31$0.33$0.02
2016Summary only. Only limited summary data is available for this year.$0.97$0.11$0.56$0.43$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.50$0.36$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.52$0.44$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.02$0.56$0.61$0.52$0.09
2012Summary only. Only limited summary data is available for this year.$1.55$1.07$0.62$0.59$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$1.16$0.45$0.64$0.58$0.06