Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 39-6076889

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileN/A
PO Box 463Marshfield, WI 54449

(715) 387-0971

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

27th percentile

-13%

Higher net margin than 27% 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

7th percentile

-47%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

20th percentile

-51%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$3,671

Down $3,219 (-47%) from 2019

Net Assets

$3,671

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin27th percentile

Revenue

Down

$24,882

Down $25,488 (-51%) from 2019

Expenses

Down

$28,101

Down $21,471 (-43%) from 2019

Net Income

Down

-$3,219

Down $4,017 (-503%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$40K$30K$20K$10K$0Assets 2012: $4,872Liabilities 2012: $02012Assets 2013: $5,167Liabilities 2013: $02013Assets 2014: $5,557Liabilities 2014: $02014Assets 2015: $6,983Liabilities 2015: $02015Assets 2017: $5,231Liabilities 2017: $02017Assets 2018: $6,092Liabilities 2018: $02018Assets 2019: $6,890Liabilities 2019: $02019Assets 2020: $3,671Liabilities 2020: $0Net Assets 2020: $3,6712020Assets 2021: $2,148Liabilities 2021: $0Net Assets 2021: $2,1482021Assets 2022: $2,537Liabilities 2022: $0Net Assets 2022: $2,5372022Assets 2024: $39,718Liabilities 2024: $453Net Assets 2024: $39,2652024Assets 2025: $33,344Liabilities 2025: $4,911Net Assets 2025: $28,4332025

Highlighted filing

2020

Assets$3,671
Liabilities$0
Net Assets$3,671
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $55,241Expenses 2012: $55,395Net Income 2012: -$1542012Revenue 2013: $49,153Expenses 2013: $48,858Net Income 2013: $2952013Revenue 2014: $44,714Expenses 2014: $44,324Net Income 2014: $3902014Revenue 2015: $44,833Expenses 2015: $43,407Net Income 2015: $1,4262015Revenue 2017: $36,259Expenses 2017: $36,432Net Income 2017: -$1732017Revenue 2018: $52,738Expenses 2018: $51,877Net Income 2018: $8612018Revenue 2019: $50,370Expenses 2019: $49,572Net Income 2019: $7982019Revenue 2020: $24,882Expenses 2020: $28,101Net Income 2020: -$3,2192020Revenue 2021: $8,675Expenses 2021: $10,198Net Income 2021: -$1,5232021Revenue 2022: $12,364Expenses 2022: $11,975Net Income 2022: $3892022Revenue 2024: $46,918Expenses 2024: $51,694Net Income 2024: -$4,7762024Revenue 2025: $42,505Expenses 2025: $53,338Net Income 2025: -$10,8332025

Highlighted filing

2020

Revenue$24,882
Expenses$28,101
Net Income-$3,219
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$24,882
Mission and Program Overview

Mission

For the good of the commmunity.

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS ARE MADE TO VARIOUS COMMUNITY PROGRAMS INVOLVING LITERACY, CULTURAL, YOUTH AND EDUCATION. THE AREA IS A COMMUNITY OF 50,000 PEOPLE AND NEEDS ARE CONSIDERED BASED ON PAST INVOLVEMENT AND REQUESTS. MEAL CHANGES FOR STUDENTS: $ 600CHILDREN OF INDIA: $ 480MEMBER SCHOLARSHIPS: $1,220SCHOLARSHIPS 4 SCHOOLS $3,000TOTAL: $5,300$5,300$1,099
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT LARSONPresident-$0--
DIANE MEISSNERVice President-$0--
SARAH CHYSecretary-$0--
DAVID VALLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Marshfield
EIN
39-6076889
Phone
7153870971
Address
PO BOX 463, MARSHFIELD, WI 54449

Signing Officer

Name
David Valle
Title
Treasurer
Phone
7153870971
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
101 WEST 29TH STREET SUITE 101, MARSHFIELD, WI 54449-5250
Preparer
Matthew P Eckelberg CPA
Phone
7153871131
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meals. Amount: 13,811. Description: dues. Amount: 4,999. Description: convention expense. Amount: 300. Description: service above self dinner. Amount: 2,442. Description: fellowship committee. Amount: 150. Total to form 990-ez, line 16: 21,702.”

Raw XML Appendix111 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID VALLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07153870971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 MARATHON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054449
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03671
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0817
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3219
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03671
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05300
IRS990EZ/GrossReceiptsAmt024882
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt024065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03671
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03671
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE MEISSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH CHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID VALLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021702
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOR THE GOOD OF THE COMMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS ARE MADE TO VARIOUS COMMUNITY PROGRAMS INVOLVING LITERACY, CULTURAL, YOUTH AND EDUCATION. THE AREA IS A COMMUNITY OF 50,000 PEOPLE AND NEEDS ARE CONSIDERED BASED ON PAST INVOLVEMENT AND REQUESTS. MEAL CHANGES FOR STUDENTS: $ 600CHILDREN OF INDIA: $ 480MEMBER SCHOLARSHIPS: $1,220SCHOLARSHIPS 4 SCHOOLS $3,000TOTAL: $5,300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01099
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028101
IRS990EZ/TotalProgramServiceExpensesAmt01099
IRS990EZ/TotalRevenueAmt024882
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEALS. AMOUNT: 13,811. DESCRIPTION: DUES. AMOUNT: 4,999. DESCRIPTION: CONVENTION EXPENSE. AMOUNT: 300. DESCRIPTION: SERVICE ABOVE SELF DINNER. AMOUNT: 2,442. DESCRIPTION: FELLOWSHIP COMMITTEE. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 21,702.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VALLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153870971
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MARSHFIELD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076889
ReturnHeader/Filer/PhoneNum07153870971
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 463
ReturnHeader/Filer/USAddress/CityNm0MARSHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WEST 29TH STREET SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544495250
ReturnHeader/PreparerPersonGrp/PhoneNum07153871131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ECKELBERG CPA
ReturnHeader/ReturnTs02021-05-17T17:36:09-05:00
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
$3,671
Liabilities
$0
Net assets
$3,671
Revenue
$24,882
Expenses
$28,101
Net income
-$3,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.3$4.91$28.4$42.5$53.3$10.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.45$39.3$46.9$51.7$4.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$12.4$12.0$0.39
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.15$0.00$2.15$8.68$10.2$1.52
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$24.9$28.1$3.22
2019Summary only. Only limited summary data is available for this year.$6.89$0.00$50.4$49.6$0.80
2018Summary only. Only limited summary data is available for this year.$6.09$0.00$52.7$51.9$0.86
2017Summary only. Only limited summary data is available for this year.$5.23$0.00$36.3$36.4$0.17
2015Summary only. Only limited summary data is available for this year.$6.98$0.00$44.8$43.4$1.43
2014Summary only. Only limited summary data is available for this year.$5.56$0.00$44.7$44.3$0.39
2013Summary only. Only limited summary data is available for this year.$5.17$0.00$49.2$48.9$0.30
2012Summary only. Only limited summary data is available for this year.$4.87$0.00$55.2$55.4$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits