Civic Intelligence

Rotary International

EIN 39-6076866 • 501(c)4 • Jefferson, WI

Profile

Provide humanitarian service and Advance peace

PO Box 244Jefferson, WI 53549

portal.clubrunner.ca/11957

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

8.4%

Faster asset growth than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-0.3%

Faster revenue growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$82,549

Up $6,390 (+8.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$82,549

Up $6,390 (+8.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$46,919

Down $145 (-0.3%) from 2024

Expenses

Up

$40,529

Up $24,881 (+159%) from 2024

Net Income

Down

$6,390

Down $25,026 (-80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $24,692Liabilities 2010: $02010Assets 2011: $31,950Liabilities 2011: $02011Assets 2012: $68,690Liabilities 2012: $02012Assets 2018: $34,509Liabilities 2018: $02018Assets 2019: $37,118Liabilities 2019: $02019Assets 2020: $48,343Liabilities 2020: $02020Assets 2022: $56,737Liabilities 2022: $0Net Assets 2022: $56,7372022Assets 2023: $84,616Liabilities 2023: $0Net Assets 2023: $84,6162023Assets 2024: $76,159Liabilities 2024: $0Net Assets 2024: $76,1592024Assets 2025: $82,549Net Assets 2025: $82,5492025

Highlighted filing

2025

Assets$82,549
Liabilities-
Net Assets$82,549
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $37,699Expenses 2010: $38,525Net Income 2010: -$8262010Revenue 2011: $45,139Expenses 2011: $37,881Net Income 2011: $7,2582011Revenue 2012: $118,438Expenses 2012: $81,698Net Income 2012: $36,7402012Revenue 2018: $41,491Expenses 2018: $34,042Net Income 2018: $7,4492018Revenue 2019: $45,495Expenses 2019: $42,886Net Income 2019: $2,6092019Revenue 2020: $44,410Expenses 2020: $33,185Net Income 2020: $11,2252020Revenue 2022: $66,889Expenses 2022: $46,943Net Income 2022: $19,9462022Revenue 2023: $63,007Expenses 2023: $14,696Net Income 2023: $48,3112023Revenue 2024: $47,064Expenses 2024: $15,648Net Income 2024: $31,4162024Revenue 2025: $46,919Expenses 2025: $40,529Net Income 2025: $6,3902025

Highlighted filing

2025

Revenue$46,919
Expenses$40,529
Net Income$6,390
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,549
Liabilities
-
Net assets
$82,549
Revenue
$46,919
Expenses
$40,529
Net income
$6,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.47$0.41$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.47$0.16$0.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.63$0.15$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.67$0.47$0.20
2020Summary only. Only limited summary data is available for this year.$0.48$0.00$0.44$0.33$0.11
2019Summary only. Only limited summary data is available for this year.$0.37$0.00$0.45$0.43$0.03
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.41$0.34$0.07
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$1.18$0.82$0.37
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.45$0.38$0.07
2010Summary only. Only limited summary data is available for this year.$0.25$0.00$0.38$0.39$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 1, 2025
Return Version
2024v5.0
Gross Receipts
$178,523
Mission and Program Overview

Mission

Rotary is a global network of 1.4 million neighbors, friends, leaders, and problem-solvers who see a world where people unite & take action to create lasting change across the globe, in our communities, and in ourselves.

Jefferson Rotary donations back to the community Locally and internality

Program Services

DescriptionGrantsExpenses
Scholarships to senior high school students for college.$0$9,750
Paid to have the Band shell in Rotary Park re-stained to project it.$0$4,078
Donation to Paul Harris end Polio Now fund$0$2,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deb McCool- CloutePresident-$0--
Charlie UrnessVice President-$0--
Tom MorreSergeant At Arms-$0--
Ellen WaldmerSecretary-$0--
Patrick BeckTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fair Park bartending$119,693$119,693$0$119,693
Brat n' Burger$34,338$34,338$250$34,088
Total Events$170,152$170,152$131,604$38,548
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-6076866
Phone
9207289511
Address
PO Box 244, Jefferson, WI 53549

Signing Officer

Name
Patrick James Beck
Title
Treasurer
Phone
9207289511
Signed
2025-08-01
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Hosted top 10 8th meal $650 Hosted top 10, Seniors in High school lunch $759 Scholarships $9,750.00 Leadership Training "RYLA" $1,500 End Polio Donation $2,000 Breakfast with Santa for kids $1,059 Jefferson Social night raising awareness of Rotary $2,504. Fort Memorial Hospital, Breast cancer donation $250 Jefferson Senior Center, donation to the cost of a defibrillator $500 Jefferson Chamber of Commerce Boo Bash $203 Jefferson High School, Donation for Thanksgiving Basic $500 Vets Roll Inv $75 The Jefferson Arts Alliance of Greater Jefferson $150. Re-stain bandshell at Rotary Park $4,078 Maint. Rotary Park flowers $382 Donation to Fort Atkinson's Kalibo Project Portable Dental Unit and compressor $1,000 Donation of a Flag for Rotary Park $329 Donation to Fiesta Latina in Jefferson WI $250 Gift Baskets for Tricon $385 Donation to Jefferson High school interact club $500 Gifts to Rotarians for service. $549 Other donations $885”

Part I, Line 16

“T-shirts for Speakers $697 Annual Dinner $1903 Meals at meeting $4,633. Rotary Due $2,397 District Due $1,050 PET Registration $450 Postage and PO Box $119 Sunshine/ Memorials $87 Office Supplies/Software $747 Chamber Dues $112 Credit Card processing Fees $210 New Member Kits $206”

Raw XML Appendix164 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/BooksInCareOfDetail/PersonNm0Patrick James Beck
IRS990EZ/BooksInCareOfDetail/PhoneNum09207289511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0363 E NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JEFFERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082549
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06390
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082549
IRS990EZ/FundraisingGrossIncomeAmt0170152
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027917
IRS990EZ/GrossReceiptsAmt0178523
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt02020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06351
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082549
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082549
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deb McCool- Cloute
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charlie Urness
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Morre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ellen Waldmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Patrick Beck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sergeant at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012612
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Jefferson Rotary donations back to the community Locally and internality
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to senior high school students for college.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Paid to have the Band shell in Rotary Park re-stained to project it.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donation to Paul Harris end Polio Now fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0131604
IRS990EZ/SpecialEventsNetIncomeLossAmt038548
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040529
IRS990EZ/TotalProgramServiceExpensesAmt015828
IRS990EZ/TotalRevenueAmt046919
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://portal.clubrunner.ca/11957
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0131604
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0275
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0275
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Brat n' Burger
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fair Park bartending
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04473
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0107722
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0116195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0119693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0170152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0119693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0170152
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038548
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02139
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02389
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01579
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt0766
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02345
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Supplies and Liquor License
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt1Supplies and $1,277 Donation to End Polio Now Fund
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Bratt and Burger
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Hosted top 10 8th meal $650 Hosted top 10, Seniors in High school lunch $759 Scholarships $9,750.00 Leadership Training "RYLA" $1,500 End Polio Donation $2,000 Breakfast with Santa for kids $1,059 Jefferson Social night raising awareness of Rotary $2,504. Fort Memorial Hospital, Breast cancer donation $250 Jefferson Senior Center, donation to the cost of a defibrillator $500 Jefferson Chamber of Commerce Boo Bash $203 Jefferson High School, Donation for Thanksgiving Basic $500 Vets Roll Inv $75 The Jefferson Arts Alliance of Greater Jefferson $150. Re-stain bandshell at Rotary Park $4,078 Maint. Rotary Park flowers $382 Donation to Fort Atkinson's Kalibo Project Portable Dental Unit and compressor $1,000 Donation of a Flag for Rotary Park $329 Donation to Fiesta Latina in Jefferson WI $250 Gift Baskets for Tricon $385 Donation to Jefferson High school interact club $500 Gifts to Rotarians for service. $549 Other donations $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1T-shirts for Speakers $697 Annual Dinner $1903 Meals at meeting $4,633. Rotary Due $2,397 District Due $1,050 PET Registration $450 Postage and PO Box $119 Sunshine/ Memorials $87 Office Supplies/Software $747 Chamber Dues $112 Credit Card processing Fees $210 New Member Kits $206
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick James Beck
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09207289511
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076866
ReturnHeader/Filer/PhoneNum09207289511
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 244
ReturnHeader/Filer/USAddress/CityNm0Jefferson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053549
ReturnHeader/ReturnTs02025-08-01T10:40:13Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.