Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 39-6074745

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 10, 2023

Organization Profile
PO Box 908Stevens Point, WI 54481-0908

(715) 340-1222

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-7.9%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$39,732

Down $1,504 (-3.6%) from 2022

Net Assets

Down

$39,732

Down $1,504 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin30th percentile

Revenue

Down

$18,935

Down $12,217 (-39%) from 2022

Expenses

Up

$20,439

Up $4,434 (+28%) from 2022

Net Income

Down

-$1,504

Down $16,651 (-110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $43,599Liabilities 2011: $02011Assets 2012: $37,422Liabilities 2012: $02012Assets 2013: $39,130Liabilities 2013: $02013Assets 2014: $35,849Liabilities 2014: $02014Assets 2015: $39,226Liabilities 2015: $02015Assets 2016: $44,898Liabilities 2016: $02016Assets 2017: $23,800Liabilities 2017: $02017Assets 2018: $19,426Liabilities 2018: -$5312018Assets 2019: $19,922Liabilities 2019: $02019Assets 2020: $24,409Liabilities 2020: $02020Assets 2021: $26,089Liabilities 2021: $02021Assets 2022: $41,236Liabilities 2022: $0Net Assets 2022: $41,2362022Assets 2023: $39,732Liabilities 2023: $0Net Assets 2023: $39,7322023Assets 2024: $22,312Liabilities 2024: $0Net Assets 2024: $22,3122024Assets 2025: $18,022Net Assets 2025: $18,0222025

Highlighted filing

2023

Assets$39,732
Liabilities$0
Net Assets$39,732
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $41,439Expenses 2011: $50,019Net Income 2011: -$8,5802011Revenue 2012: $52,398Expenses 2012: $58,575Net Income 2012: -$6,1772012Revenue 2013: $50,259Expenses 2013: $48,551Net Income 2013: $1,7082013Revenue 2014: $52,876Expenses 2014: $56,157Net Income 2014: -$3,2812014Revenue 2015: $56,342Expenses 2015: $52,965Net Income 2015: $3,3772015Revenue 2016: $78,609Expenses 2016: $72,937Net Income 2016: $5,6722016Revenue 2017: $61,085Expenses 2017: $94,183Net Income 2017: -$33,0982017Revenue 2018: $48,712Expenses 2018: $53,616Net Income 2018: -$4,9042018Revenue 2019: $44,044Expenses 2019: $43,018Net Income 2019: $1,0262019Revenue 2020: $40,701Expenses 2020: $36,214Net Income 2020: $4,4872020Revenue 2021: $19,867Expenses 2021: $15,312Net Income 2021: $4,5552021Revenue 2022: $31,152Expenses 2022: $16,005Net Income 2022: $15,1472022Revenue 2023: $18,935Expenses 2023: $20,439Net Income 2023: -$1,5042023Revenue 2024: $22,490Expenses 2024: $39,910Net Income 2024: -$17,4202024Revenue 2025: $22,307Expenses 2025: $26,597Net Income 2025: -$4,2902025

Highlighted filing

2023

Revenue$18,935
Expenses$20,439
Net Income-$1,504
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$39,772
Mission and Program Overview

Mission

CharitableDonations

Charitable Donations

Program Services

DescriptionGrantsExpenses
Annual Fund Contributions - Rotary Foundation District Grant Program$0$7,400
International Services$0$2,068
Community Development - RYLA$0$1,200
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BerginPresidentPT$0--
Nichole MatowitzSecretary-$0--
Jordan HornungTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-6074745
In Care Of
% Jordan Hornung
Address
PO BOX 908, STEVENS POINT, WI 54481-0908

Signing Officer

Name
Jordan Hornung
Title
Treasurer
Signed
2023-11-10
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Rotary Club of Stevens Point”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| International Services, $750| Polio Plus, $1318| Youth Organizations RYLA, $1200| Rotary Foundation Annual Fund, $7400|”

Part I, line 16

“| Other Expenses:, Amount:| Guest Meals, $963| District Dues, $840| International Dues, $4031| President Training District Conference, $897| Computer & Software, $85| Special Events, $371|”

Raw XML Appendix120 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jordan Hornung
IRS990EZ/BooksInCareOfDetail/PhoneNum07153401222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 908
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STEVENS POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0544810908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05575
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1504
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039732
IRS990EZ/FundraisingGrossIncomeAmt025870
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010668
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039772
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039732
IRS990EZ/OccupancyRentUtltsAndMaintAmt02291
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Bergin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nichole Matowitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jordan Hornung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07187
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Donations
IRS990EZ/PrintingPublicationsPostageAmt0293
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Development - RYLA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Annual Fund Contributions - Rotary Foundation District Grant Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12068
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020837
IRS990EZ/SpecialEventsNetIncomeLossAmt05033
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020439
IRS990EZ/TotalProgramServiceExpensesAmt010668
IRS990EZ/TotalRevenueAmt018935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Rotary International
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary Club of Stevens Point
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| International Services, $750| Polio Plus, $1318| Youth Organizations RYLA, $1200| Rotary Foundation Annual Fund, $7400|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Guest Meals, $963| District Dues, $840| International Dues, $4031| President Training District Conference, $897| Computer & Software, $85| Special Events, $371|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan Hornung
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396074745
ReturnHeader/Filer/ForeignPhoneNum07153401222
ReturnHeader/Filer/InCareOfNm0% Jordan Hornung
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 908
ReturnHeader/Filer/USAddress/CityNm0STEVENS POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544810908
ReturnHeader/ReturnTs02023-11-10T02:45:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,732
Liabilities
$0
Net assets
$39,732
Revenue
$18,935
Expenses
$20,439
Net income
-$1,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.0$18.0$22.3$26.6$4.29
2024Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$22.5$39.9$17.4
2023Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$18.9$20.4$1.50
2022Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$31.2$16.0$15.1
2021Summary only. Only limited summary data is available for this year.$26.1$0.00$19.9$15.3$4.56
2020Summary only. Only limited summary data is available for this year.$24.4$0.00$40.7$36.2$4.49
2019Summary only. Only limited summary data is available for this year.$19.9$0.00$44.0$43.0$1.03
2018Summary only. Only limited summary data is available for this year.$19.4$0.53$48.7$53.6$4.90
2017Summary only. Only limited summary data is available for this year.$23.8$0.00$61.1$94.2$33.1
2016Summary only. Only limited summary data is available for this year.$44.9$0.00$78.6$72.9$5.67
2015Summary only. Only limited summary data is available for this year.$39.2$0.00$56.3$53.0$3.38
2014Summary only. Only limited summary data is available for this year.$35.8$0.00$52.9$56.2$3.28
2013Summary only. Only limited summary data is available for this year.$39.1$0.00$50.3$48.6$1.71
2012Summary only. Only limited summary data is available for this year.$37.4$0.00$52.4$58.6$6.18
2011Summary only. Only limited summary data is available for this year.$43.6$0.00$41.4$50.0$8.58
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits