Civic Intelligence

Rotary International Fort Atkinson

990EZ • Fiscal year 2016 • EIN 39-6076862

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 21, 2017

PO Box 345Fort Atkinson, WI 53538-0345

(414) 510-0855

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.31x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-6.7%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

1.2%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$80,179

Up $11,538 (+17%) from 2015

Net Assets

$62,277

No earlier filing loaded for comparison.

Liabilities

Up

$17,902

Up $15,415 (+620%) from 2015

Revenue

Up

$57,895

Up $681 (+1.2%) from 2015

Expenses

Up

$61,772

Up $18,838 (+44%) from 2015

Net Income

Down

-$3,877

Down $18,157 (-127%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $46,337Liabilities 2012: $02012Assets 2013: $66,528Liabilities 2013: $272013Assets 2014: $52,367Liabilities 2014: $2302014Assets 2015: $68,641Liabilities 2015: $2,4872015Assets 2016: $80,179Liabilities 2016: $17,902Net Assets 2016: $62,2772016Assets 2017: $79,317Liabilities 2017: $4,732Net Assets 2017: $74,5852017Assets 2018: $63,731Liabilities 2018: $7,554Net Assets 2018: $56,1772018Assets 2019: $60,335Liabilities 2019: $9,380Net Assets 2019: $50,9552019Assets 2020: $35,894Liabilities 2020: $3,300Net Assets 2020: $32,5942020Assets 2021: $36,976Liabilities 2021: $3,4802021

Highlighted filing

2016

Assets$80,179
Liabilities$17,902
Net Assets$62,277

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $52,284Expenses 2012: $34,045Net Income 2012: $18,2392012Revenue 2013: $59,050Expenses 2013: $38,886Net Income 2013: $20,1642013Revenue 2014: $54,555Expenses 2014: $68,919Net Income 2014: -$14,3642014Revenue 2015: $57,214Expenses 2015: $42,934Net Income 2015: $14,2802015Revenue 2016: $57,895Expenses 2016: $61,772Net Income 2016: -$3,8772016Revenue 2017: $54,705Expenses 2017: $42,397Net Income 2017: $12,3082017Revenue 2018: $45,915Expenses 2018: $64,323Net Income 2018: -$18,4082018Revenue 2019: $56,596Expenses 2019: $61,818Net Income 2019: -$5,2222019Revenue 2020: $42,382Expenses 2020: $60,743Net Income 2020: -$18,3612020Revenue 2021: $19,484Expenses 2021: $18,582Net Income 2021: $9022021

Highlighted filing

2016

Revenue$57,895
Expenses$61,772
Net Income-$3,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$74,204
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
FORT ATKINSON PARKS AND RECREATION-ROCK RIVER PARK BRIDGE PROJECT$9,700$9,700
Other program services$6,606$6,606
PHILLIPINES WATER PROJECT$2,100$2,100
BELIZE SCHOOL KITCHEN PROJECT - 2000 RECEIVED IN CONTRIBUTIONS AND AN ADDITIONAL DONATION FROM CLUB OF 2000$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM DEHNERTPast President-$0--
MICHAEL HOLLMANBoard Member-$0--
EDWIN BOSBoard Member-$0--
DWIGHT HEANEYPresident Elect-$0--
ROD ELLENBECKERPast President-$0--
MARY BEHLINGSecretary-$0--
JEFF MASONPresident-$0--
JOAN MITTAGBoard Member-$0--
JIM BAKERTreasurer-$0--
DAVID BARTZBoard Member-$0--
KIM FOELKERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Fort Atkinson
EIN
39-6076862
Address
PO BOX 345, Fort Atkinson, WI 53538-0345

Signing Officer

Name
Jim Baker
Title
Treasurer
Phone
4145100855
Signed
2017-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Djc Cpas & Advisors
Address
1031 S MAIN ST, JEFFERSON, WI 53549
Preparer
Del J Chmielewski CPA
Phone
9206746330
Supplemental Narrative

Additional Explanations

General explanation attachment

Part iii - club primary exempt purpose- to encourage and foster the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideals of service.

List of grants and similar amounts paid Part I line 10

Activity CAPITAL PROJECT DONATIONS Grantee BOYS AND GIRLS CLUB FORT ATKINSON Amount 500Activity CAPITAL PROJECT DONATIONS Grantee BELIZE PROJECT Amount 2,000Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON COMMUNITY FOUNDATION Amount 250Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON CLUB Amount 169Activity CAPITAL PROJECT DONATIONS Grantee MADISON ROTARY FOUNDATION Amount 1,000Activity CAPITAL PROJECT DONATIONS Grantee PHILLIPINES WATER PROJECT Amount 2,100Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON PARKS AND REC Amount 9,700Activity DONATION SPONSORSHIPS Grantee FORT ATKINSON SCHOOL DISTRICT Amount 1,741Activity DONATIONS Grantee TOP SCHOLARS BANQUET Amount 2,945

Description of other expenses Part I line 16

Description AmountMEALS 28,631LEADERSHIP TRAINING 189ACCOUNTING FEES 216OFFICE EXPENSES 61WEBSITE MANAGEMENT 840AWARDS ENGRAVING 182BADGES AND PINS 27ANNUAL AWARDS BANQUET 1,960HOSPITALITY AND FELLOWSHIP 593TAXES AND LICENSES 10

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE CLUB DUES 13,479 14,037DUE FROM 0 1,000

Description of total liabilities Part II line 26

Category Beginning of Year End of YearRAFFLE GRAND PRIZE 276 135ACCOUNTS PAYABLE 2,211 17,767

Other program services Part III line 31

Oher program services are listed on line 10

Raw XML Appendix203 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III - CLUB PRIMARY EXEMPT PURPOSE- TO ENCOURAGE AND FOSTER THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEALS OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CAPITAL PROJECT DONATIONS Grantee BOYS AND GIRLS CLUB FORT ATKINSON Amount 500Activity CAPITAL PROJECT DONATIONS Grantee BELIZE PROJECT Amount 2,000Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON COMMUNITY FOUNDATION Amount 250Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON CLUB Amount 169Activity CAPITAL PROJECT DONATIONS Grantee MADISON ROTARY FOUNDATION Amount 1,000Activity CAPITAL PROJECT DONATIONS Grantee PHILLIPINES WATER PROJECT Amount 2,100Activity CAPITAL PROJECT DONATIONS Grantee FORT ATKINSON PARKS AND REC Amount 9,700Activity DONATION SPONSORSHIPS Grantee FORT ATKINSON SCHOOL DISTRICT Amount 1,741Activity DONATIONS Grantee TOP SCHOLARS BANQUET Amount 2,945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMEALS 28,631LEADERSHIP TRAINING 189ACCOUNTING FEES 216OFFICE EXPENSES 61WEBSITE MANAGEMENT 840AWARDS ENGRAVING 182BADGES AND PINS 27ANNUAL AWARDS BANQUET 1,960HOSPITALITY AND FELLOWSHIP 593TAXES AND LICENSES 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS RECEIVABLE CLUB DUES 13,479 14,037DUE FROM 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearRAFFLE GRAND PRIZE 276 135ACCOUNTS PAYABLE 2,211 17,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OHER PROGRAM SERVICES ARE LISTED ON LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other program services Part III line 31
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEL J CHMIELEWSKI CPA
ReturnHeader/ReturnTs02017-02-22T20:12:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits