Civic Intelligence

Rotary International Fort Atkinson

990EZ • Fiscal year 2020 • EIN 39-6076862

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 19, 2020

Organization Profilewww.fortrotary.org
PO Box 345Fort Atkinson, WI 53538-0345

(920) 674-6330

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-43%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-41%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-25%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$35,894

Down $24,441 (-41%) from 2019

Net Assets

Down

$32,594

Down $18,361 (-36%) from 2019

Liabilities

Down

$3,300

Down $6,080 (-65%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin15th percentile

Revenue

Down

$42,382

Down $14,214 (-25%) from 2019

Expenses

Down

$60,743

Down $1,075 (-1.7%) from 2019

Net Income

Down

-$18,361

Down $13,139 (-252%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2020

Assets$35,894
Liabilities$3,300
Net Assets$32,594
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

2020

Revenue$42,382
Expenses$60,743
Net Income-$18,361
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$56,804
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
CAPITAL PROJECT DONATIONS$25,250$25,250
Other program services$4,776$4,776
DONATION - SPONSORSHIPS$2,245$2,245
TOP SCHOLARS BANQUET--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA TUTTLE-WOODSPresident Elect-$0--
CARL SELVICKPresident Nominee-$0--
PAUL JOHNSENPresident-$0--
PAM SEVERSONBoard Member-$0--
JOHN MCINTYRESecretary-$0--
ARDELL WIEDERHOEFTBoard Member-$0--
NETTIE TOELLERBoard Member-$0--
JAMES BERNDSENTreasurer-$0--
BILL CAMPLINBoard 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
James R Berndsen
Title
Treasurer
Phone
9206746330
Signed
2020-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Djc Tax & Accounting LLC
Address
1031 S MAIN ST, Jefferson, WI 53549
Preparer
James Berndsen Ea
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 DONATION - SPONSORSHIPS Amount 2,245Activity OTHER Amount 4,776Activity CAPITAL PROJECT DONATIONS Grantee CITY OF FORT ATKINSON Amount 30,000Activity CAPITAL PROJECT DONATIONS Grantee PROJECT LEAD 2020 Amount 250Activity CAPITAL PROJECT DONATIONS Grantee PLAYGROUND GRANT DISTRICT Amount (5,000)”

Description of other expenses Part I line 16

“Description AmountMEALS 15,858LEADERSHIP TRAINING 398ACCOUNTING FEES 750BANK CHARGES 51WEBSITE MANAGEMENT 975AWARDS ENGRAVING 237BADGES AND PINS 290SHIRTS 127HOSPITALITY/FELLOWSHIP 518”

Description of other assets Part II line 24

“Category Beginning of Year End of YearACCOUNTS RECEIVABLE CLUB DUES 20,804 11,955UNDEPOSITED FUNDS 8,884 182”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearRAFFLE GRAND PRIZE 180 6ACCOUNTS PAYABLE 9,200 3,294”

Other program services Part III line 31

“Oher program services are listed on line 10”

Raw XML Appendix196 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA TUTTLE-WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL SELVICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL JOHNSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM SEVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MCINTYRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARDELL WIEDERHOEFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NETTIE TOELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES BERNDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL CAMPLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029688
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012137
IRS990EZ/OtherExpensesTotalAmt019204
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0119
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION - SPONSORSHIPS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CAPITAL PROJECT DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02245
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02245
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24776
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014422
IRS990EZ/SpecialEventsNetIncomeLossAmt011264
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09380
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060743
IRS990EZ/TotalProgramServiceExpensesAmt032271
IRS990EZ/TotalRevenueAmt042382
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Service Orga
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.fortrotary.org
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt014423
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt025686
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025686
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt011263
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt04423
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt04423
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingOtherFacilityPct01.000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0JAMES BERNDSEN
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01031 S MAIN ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Jefferson
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd053549
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 DONATION - SPONSORSHIPS Amount 2,245Activity OTHER Amount 4,776Activity CAPITAL PROJECT DONATIONS Grantee CITY OF FORT ATKINSON Amount 30,000Activity CAPITAL PROJECT DONATIONS Grantee PROJECT LEAD 2020 Amount 250Activity CAPITAL PROJECT DONATIONS Grantee PLAYGROUND GRANT DISTRICT Amount (5,000)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMEALS 15,858LEADERSHIP TRAINING 398ACCOUNTING FEES 750BANK CHARGES 51WEBSITE MANAGEMENT 975AWARDS ENGRAVING 237BADGES AND PINS 290SHIRTS 127HOSPITALITY/FELLOWSHIP 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS RECEIVABLE CLUB DUES 20,804 11,955UNDEPOSITED FUNDS 8,884 182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearRAFFLE GRAND PRIZE 180 6ACCOUNTS PAYABLE 9,200 3,294
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BERNDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09206746330
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL FORT ATKINSON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 345
ReturnHeader/Filer/USAddress/CityNm0Fort Atkinson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535380345
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.220.36.111
ReturnHeader/FilingSecurityInformation/IPDt02020-10-19
ReturnHeader/FilingSecurityInformation/IPTm015:31:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842037578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DJC TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jefferson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053549
ReturnHeader/PreparerPersonGrp/PhoneNum09206746330
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BERNDSEN EA
ReturnHeader/ReturnTs02020-10-19T15:23:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,894
Liabilities
$3,300
Net assets
$32,594
Revenue
$42,382
Expenses
$60,743
Net income
-$18,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$3.48$19.5$18.6$0.90
2020Detailed filing. Detailed filing data is available for this year.$35.9$3.30$32.6$42.4$60.7$18.4
2019Detailed filing. Detailed filing data is available for this year.$60.3$9.38$51.0$56.6$61.8$5.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$7.55$56.2$45.9$64.3$18.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.3$4.73$74.6$54.7$42.4$12.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.2$17.9$62.3$57.9$61.8$3.88
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.6$2.49$57.2$42.9$14.3
2014Summary only. Only limited summary data is available for this year.$52.4$0.23$54.6$68.9$14.4
2013Summary only. Only limited summary data is available for this year.$66.5$0.03$59.1$38.9$20.2
2012Summary only. Only limited summary data is available for this year.$46.3$0.00$52.3$34.0$18.2