Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 39-6076888

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
P O Box 71Menomonee Fls, WI 53051

(262) 251-8430

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.21x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.6%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$11,414

Up $1,246 (+12%) from 2013

Net Assets

Down

$9,566

Down $145 (-1.5%) from 2013

Liabilities

Up

$1,848

Up $1,391 (+304%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin37th percentile

Revenue

Down

$8,896

Down $13,054 (-59%) from 2013

Expenses

Down

$9,040

Down $11,778 (-57%) from 2013

Net Income

Down

-$144

Down $1,276 (-113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$15K$10K$5.0K$0Assets 2012: $10,995Liabilities 2012: $2,416Net Assets 2012: $8,5792012Assets 2013: $10,168Liabilities 2013: $457Net Assets 2013: $9,7112013Assets 2014: $11,414Liabilities 2014: $1,848Net Assets 2014: $9,5662014Assets 2015: $10,438Liabilities 2015: $793Net Assets 2015: $9,6452015

Highlighted filing

2014

Assets$11,414
Liabilities$1,848
Net Assets$9,566
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $21,957Expenses 2012: $23,291Net Income 2012: -$1,3342012Revenue 2013: $21,950Expenses 2013: $20,818Net Income 2013: $1,1322013Revenue 2014: $8,896Expenses 2014: $9,040Net Income 2014: -$1442014Revenue 2015: $6,792Expenses 2015: $6,713Net Income 2015: $792015

Highlighted filing

2014

Revenue$8,896
Expenses$9,040
Net Income-$144
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$8,896
Mission and Program Overview

Mission

ROTARY CLUB FUNCTIONS

Program Services

DescriptionGrantsExpenses
MENOMONEE FALLS ROTARY FOUNDATION & MISC COMMUNITY GRANTEES-$7,567
MENOMONEE FALLS ROTARY FOUNDATION & MISC COMMUNITY GRANTEES$1,036$1,036
ROTARY CLUB ACTIVITIES$437$437
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WEDORPresident-$0--
ANTHONY LARKEVice Preside-$0--
DONNA NASHSecretary-$0--
ED WEILERTreasurer-$0--
Filing and Contact Details

Filer

EIN
39-6076888
Phone
2622518430

Signing Officer

Name
Edward Weiler
Title
Treasurer
Phone
2622518430
Signed
2014-11-14

Preparer

Preparer
Paul M Broesch Ea
Phone
2625420852
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses rotary int'l dues 2,603 rotary expenses 1,260 total 3,863”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 458 1,848”

Form 990-ez, Part III, Line 31

“Menomonee falls rotary foundation & misc community grantees”

Raw XML Appendix113 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARY WEDOR
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANTHONY LARKE
CompensationExplanation/CompensationExplanationGrp/PersonNm2DONNA NASH
CompensationExplanation/CompensationExplanationGrp/PersonNm3ED WEILER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10EDGAR WEILER
IRS990EZ/BooksInCareOfDetail/PhoneNum02627814102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1018460B ESTATE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0530462556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011414
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-144
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010168
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011414
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01473
IRS990EZ/GrossReceiptsAmt08896
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08894
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY WEDOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY LARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA NASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED WEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03863
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB FUNCTIONS
IRS990EZ/PrintingPublicationsPostageAmt03704
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENOMONEE FALLS ROTARY FOUNDATION & MISC COMMUNITY GRANTEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY CLUB ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MENOMONEE FALLS ROTARY FOUNDATION & MISC COMMUNITY GRANTEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01036
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01036
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27567
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0458
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01848
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09040
IRS990EZ/TotalProgramServiceExpensesAmt09040
IRS990EZ/TotalRevenueAmt08896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ROTARY INT'L DUES 2,603 ROTARY EXPENSES 1,260 TOTAL 3,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 458 1,848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MENOMONEE FALLS ROTARY FOUNDATION & MISC COMMUNITY GRANTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD WEILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622518430
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL MENOMONEE FALL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076888
ReturnHeader/Filer/PhoneNum02622518430
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 71
ReturnHeader/Filer/USAddress/City0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391715727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101733 MANHATTAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625420852
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M BROESCH EA
ReturnHeader/ReturnTs02014-11-18T08:50:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,414
Liabilities
$1,848
Net assets
$9,566
Revenue
$8,896
Expenses
$9,040
Net income
-$144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$10.4$0.79$9.65$6.79$6.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$11.4$1.85$9.57$8.90$9.04$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.46$9.71$22.0$20.8$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$2.42$8.58$22.0$23.3$1.33