Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 39-6068007

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 18, 2018

27510 Cherryville RdAshland, WI 54806-6602

(715) 682-3127

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

76%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

447%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

270%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$165,344

Up $135,120 (+447%) from 2017

Net Assets

Up

$165,321

Up $135,257 (+450%) from 2017

Liabilities

Down

$23

Down $137 (-86%) from 2017

Revenue

Up

$178,733

Up $130,447 (+270%) from 2017

Expenses

Down

$43,476

Down $2,807 (-6.1%) from 2017

Net Income

Up

$135,257

Up $133,254 (+6653%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $30,224Liabilities 2017: $160Net Assets 2017: $30,0642017Assets 2018: $165,344Liabilities 2018: $23Net Assets 2018: $165,3212018Assets 2019: $154,806Liabilities 2019: $0Net Assets 2019: $154,8062019

Highlighted filing

2018

Assets$165,344
Liabilities$23
Net Assets$165,321

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $48,286Expenses 2017: $46,283Net Income 2017: $2,0032017Revenue 2018: $178,733Expenses 2018: $43,476Net Income 2018: $135,2572018Revenue 2019: $28,786Expenses 2019: $39,301Net Income 2019: -$10,5152019

Highlighted filing

2018

Revenue$178,733
Expenses$43,476
Net Income$135,257
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 18, 2018
Return Version
2017v2.2
Gross Receipts
$197,153
Mission and Program Overview

Mission

Worldwide Humanitarian Service

Program Services

DescriptionGrantsExpenses
Other program services-$19,975
Charitable donations for local and international projects to develop community and worldwide appreciation for charitable service$9,011$9,011
Donation to our local public library serving our Chequamegon Bay Area est population 12000 as a local community service partner$8,018$8,018
Leadership grants awarded to local school districts recogizing about 300 students and 1 teacher who exemplify Service Above Self community involvement$5,952$5,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane L ForisTreasurerPT$0--
Matthew HatfieldPresident-$0--
Stephanie EderSecretary-$0--
Michael MertesPast President-$0--
Michael SherryPast President-$0--
Denise KontnyVP And Pres-Elect-$0--
Dale KelmDirector-$0--
Sherry MachonesDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cruisin Race$25,804$25,804$2,945$22,859
Concert$7,983$7,415$3,009$4,406
Total Events$42,564$41,996$18,420$23,576
Filing and Contact Details

Filer

Filer Name
Ashland Rotary Club
EIN
39-6068007
Address
27510 Cherryville Rd, Ashland, WI 54806-6602

Signing Officer

Name
Diane L Foris
Title
Treasurer
Phone
7156823127
Signed
2018-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Diane L Foris CPA LLC
Address
27510 Cherryville Rd, Ashland, WI 54806
Preparer
Diane L Foris
Phone
7156823127
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Cruisin the Corridor 5k and 10k race Grantee Vaughn Public Library Street 502 Main St W City, State, Zip Ashland, WI 54806Relationship Community member Amount 8,018Activity Education Leadership Grants Grantee Ashland School District Street 2000 Beaser Avenue City, State, Zip Ashland, WI 54806Relationship Community member Amount 5,952Activity School Athletic programs grant Grantee Ashland School District Street 2000 Beaser Avenue City, State, Zip Ashland, WI 54806Relationship Community member Amount 3,415Activity Local Donations Grantee Various Street Various City, State, Zip Ashland, WI 54806Relationship Local charities and organizations Amount 5,596

Description of other expenses Part I line 16

Description AmountAdvertising on concession bags 85Annual Report filing fee 10District Governor meals 143District Conference fees 492Members meals paid 13,237RI dues and assessments 4,829Laptop for club use 749Service Above Self supplies 68Member name badges and pins 236Club banner to display at events 126

Description of total liabilities Part II line 26

Category Beginning of Year End of YearCheq Humane Assoc collections 160 0Miscellaneous liabilities 0 23

Other program services Part III line 31

Rotary International dues and assessments ($4,829), meal assessments at weekly and annual meetings ($13,380), advertising on concession popcorn bags ($85), state annual report filing fee ($10), RI District Conference fees ($492), member name badges and pins ($236), club banner to display at events ($126), Middle School Service Above Self operating supplies ($68) and a laptop for club use ($749) for a total cost of $19,975 to provide 32 club Rotarians and about 50 weekly program speakers the opportunity to develope a worldwide appreciation for servant leadership and charitable service.

Raw XML Appendix194 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/PersonNm0Diane L Foris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matthew Hatfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Eder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Mertes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Sherry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Denise Kontny
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dale Kelm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sherry Machones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP and Pres-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019975
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IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt0115
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leadership grants awarded to local school districts recogizing about 300 students and 1 teacher who exemplify Service Above Self community involvement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donation to our local public library serving our Chequamegon Bay Area est population 12000 as a local community service partner
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Charitable donations for local and international projects to develop community and worldwide appreciation for charitable service
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Cruisin the Corridor 5k and 10k race Grantee Vaughn Public Library Street 502 Main St W City, State, Zip Ashland, WI 54806Relationship Community member Amount 8,018Activity Education Leadership Grants Grantee Ashland School District Street 2000 Beaser Avenue City, State, Zip Ashland, WI 54806Relationship Community member Amount 5,952Activity School Athletic programs grant Grantee Ashland School District Street 2000 Beaser Avenue City, State, Zip Ashland, WI 54806Relationship Community member Amount 3,415Activity Local Donations Grantee Various Street Various City, State, Zip Ashland, WI 54806Relationship Local charities and organizations Amount 5,596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising on concession bags 85Annual Report filing fee 10District Governor meals 143District Conference fees 492Members meals paid 13,237RI dues and assessments 4,829Laptop for club use 749Service Above Self supplies 68Member name badges and pins 236Club banner to display at events 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCheq Humane Assoc collections 160 0Miscellaneous liabilities 0 23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International dues and assessments ($4,829), meal assessments at weekly and annual meetings ($13,380), advertising on concession popcorn bags ($85), state annual report filing fee ($10), RI District Conference fees ($492), member name badges and pins ($236), club banner to display at events ($126), Middle School Service Above Self operating supplies ($68) and a laptop for club use ($749) for a total cost of $19,975 to provide 32 club Rotarians and about 50 weekly program speakers the opportunity to develope a worldwide appreciation for servant leadership and charitable service.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane L Foris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07156823127
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ashland Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ASHL
ReturnHeader/Filer/EIN0396068007
ReturnHeader/Filer/USAddress/AddressLine1Txt027510 Cherryville Rd
ReturnHeader/Filer/USAddress/CityNm0Ashland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0548066602
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.158.25.83
ReturnHeader/FilingSecurityInformation/IPDt02018-07-18
ReturnHeader/FilingSecurityInformation/IPTm015:42:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391839594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Diane L Foris CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027510 Cherryville Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054806
ReturnHeader/PreparerPersonGrp/PhoneNum07156823127
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane L Foris
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-18T15:39:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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