Civic Intelligence

Rotary International

990EZ • Fiscal year 2024 • EIN 39-6074745

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

PO Box 908Stevens Point, WI 54481-0908

(175) 347-4043

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$22,312

Down $17,420 (-44%) from 2023

Net Assets

Down

$22,312

Down $17,420 (-44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$22,490

Up $3,555 (+19%) from 2023

Expenses

Up

$39,910

Up $19,471 (+95%) from 2023

Net Income

Down

-$17,420

Down $15,916 (-1058%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$22,312
Liabilities$0
Net Assets$22,312

Operations Trend

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

2024

Revenue$22,490
Expenses$39,910
Net Income-$17,420
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.1
Gross Receipts
$37,989
Mission and Program Overview

Mission

CharitableDonations

Charitable Donations

Program Services

DescriptionGrantsExpenses
community development$0$9,826
scholarships$0$8,000
Rotary youth exchange$0$3,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert StackPresidentPT$0--
Nicole MatowitzSecretary-$0--
Jordan HornungTreasurer-$0--
Kathy BrandlTreasuer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roses$10,930$10,930$5,665$5,265
Big Holiday Bucks$7,325$7,325$0$7,325
Total Events$25,126$25,126$15,499$9,627
Filing and Contact Details

Filer

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

Signing Officer

Name
Kathy Brandl Brandl
Title
Treasurer
Signed
2024-10-18
Supplemental Narrative

Additional Explanations

Part I, line 8

| Other Revenues:, Amount:| District Grant, $125|

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| charitable contritbutions community development youth exchange rye scholoarships, $23735|

Part I, line 16

| Other Expenses:, Amount:| annual fund polio plus advertising bank fees conference fees district dues international dues meals raffle license supplies tax efile, $13169|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| accountsreceivable, $3103, $2996|

Raw XML Appendix172 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathy Brandl
IRS990EZ/BooksInCareOfDetail/PhoneNum01753474043
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 908
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STEVENS POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0544810908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036629
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IRS990EZ/ExcessOrDeficitForYearAmt0-17420
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023735
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt037989
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07287
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Stack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Matowitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jordan Hornung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Brandl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3treasuer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03103
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02996
IRS990EZ/OtherExpensesTotalAmt013169
IRS990EZ/OtherRevenueTotalAmt0125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Donations
IRS990EZ/PrintingPublicationsPostageAmt0275
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rotary youth exchange
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2community development
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13654
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29826
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015499
IRS990EZ/SpecialEventsNetIncomeLossAmt010177
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039910
IRS990EZ/TotalProgramServiceExpensesAmt021480
IRS990EZ/TotalRevenueAmt022490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Rotary International
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt07025
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt07025
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Big Holiday Bucks
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Roses
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025126
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09627
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02309
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07974
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05665
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| District Grant, $125|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| charitable contritbutions community development youth exchange rye scholoarships, $23735|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| annual fund polio plus advertising bank fees conference fees district dues international dues meals raffle license supplies tax efile, $13169|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| accountsreceivable, $3103, $2996|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Brandl Brandl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396074745
ReturnHeader/Filer/ForeignPhoneNum07153474043
ReturnHeader/Filer/InCareOfNm0% Kathy Brandl
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 908
ReturnHeader/Filer/USAddress/CityNm0STEVENS POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544810908
ReturnHeader/ReturnTs02024-10-18T03:06:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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