Civic Intelligence

Rotary International of Wauwatosa

EIN 39-6076897 • 501(c)4 • Wauwatosa, WI

Profile

Promotion of social welfare and awareness in the wauwatosa community

PO Box 13312Wauwatosa, WI 53213

wauwatosa rotary club

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

54th percentile

3.6%

Higher net margin than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$26,603

Up $795 (+3.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$26,603

Up $795 (+3.1%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin54th percentile

Revenue

Up

$22,323

Up $4,536 (+26%) from 2021

Expenses

Up

$21,528

Up $677 (+3.2%) from 2021

Net Income

Up

$795

Up $3,859 (+126%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$30K$20K$10K$0Assets 2011: $15,037Liabilities 2011: $178Net Assets 2011: $14,8592011Assets 2012: $20,664Liabilities 2012: $2,086Net Assets 2012: $18,5782012Assets 2013: $21,147Liabilities 2013: $2,270Net Assets 2013: $18,8772013Assets 2014: $19,686Liabilities 2014: $1,780Net Assets 2014: $17,9062014Assets 2015: $21,857Liabilities 2015: $2,446Net Assets 2015: $19,4112015Assets 2016: $23,661Liabilities 2016: $3,033Net Assets 2016: $20,6282016Assets 2017: $24,090Liabilities 2017: $2,551Net Assets 2017: $21,5392017Assets 2018: $26,129Liabilities 2018: $2,277Net Assets 2018: $23,8522018Assets 2019: $25,639Liabilities 2019: $325Net Assets 2019: $25,3142019Assets 2020: $28,874Liabilities 2020: $2Net Assets 2020: $28,8722020Assets 2021: $25,808Liabilities 2021: $0Net Assets 2021: $25,8082021Assets 2022: $26,603Liabilities 2022: $0Net Assets 2022: $26,6032022

Highlighted filing

2022

Assets$26,603
Liabilities$0
Net Assets$26,603
Open 2022 Filing

Operations Trend

Revenue Growth80th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $28,709Expenses 2011: $24,690Net Income 2011: $4,0192011Revenue 2012: $27,799Expenses 2012: $24,080Net Income 2012: $3,7192012Revenue 2013: $25,842Expenses 2013: $25,544Net Income 2013: $2982013Revenue 2014: $24,057Expenses 2014: $22,170Net Income 2014: $1,8872014Revenue 2015: $26,543Expenses 2015: $25,038Net Income 2015: $1,5052015Revenue 2016: $26,419Expenses 2016: $25,413Net Income 2016: $1,0062016Revenue 2017: $25,611Expenses 2017: $23,594Net Income 2017: $2,0172017Revenue 2018: $26,663Expenses 2018: $24,350Net Income 2018: $2,3132018Revenue 2019: $29,082Expenses 2019: $27,620Net Income 2019: $1,4622019Revenue 2020: $21,969Expenses 2020: $18,411Net Income 2020: $3,5582020Revenue 2021: $17,787Expenses 2021: $20,851Net Income 2021: -$3,0642021Revenue 2022: $22,323Expenses 2022: $21,528Net Income 2022: $7952022

Highlighted filing

2022

Revenue$22,323
Expenses$21,528
Net Income$795
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,603
Liabilities
$0
Net assets
$26,603
Revenue
$22,323
Expenses
$21,528
Net income
$795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$22.3$21.5$0.80
2021Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$17.8$20.9$3.06
2020Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$22.0$18.4$3.56
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.33$25.3$29.1$27.6$1.46
2018Detailed filing. Detailed filing data is available for this year.$26.1$2.28$23.9$26.7$24.4$2.31
2017Detailed filing. Detailed filing data is available for this year.$24.1$2.55$21.5$25.6$23.6$2.02
2016Detailed filing. Detailed filing data is available for this year.$23.7$3.03$20.6$26.4$25.4$1.01
2015Detailed filing. Detailed filing data is available for this year.$21.9$2.45$19.4$26.5$25.0$1.51
2014Detailed filing. Detailed filing data is available for this year.$19.7$1.78$17.9$24.1$22.2$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$2.27$18.9$25.8$25.5$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$2.09$18.6$27.8$24.1$3.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.18$14.9$28.7$24.7$4.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 22, 2022
Return Version
2021v4.2
Gross Receipts
$24,485
Mission and Program Overview

Mission

Promotion of social welfare and awareness in the wauwatosa community.

Promotion of social welfare and awarenes

Program Services

DescriptionGrantsExpenses
MEETINGS, CLUB EVENTS AND CONFERENCES FOR MEMBERS-$23,690
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE RUTTGER NEAFIEPresident-$0--
JONATHAN LORENZENSecretary-$0--
ROBERT NIEDERMANNTreasurer-$0--
ROBERT NELSONVice Pres-$0--
JOHN SEBALDPres Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
0----
Filing and Contact Details

Filer

Filer Name
Rotary International of Wauwatosa
EIN
39-6076897
Address
PO BOX 13312, WAUWATOSA, WI 53213

Signing Officer

Name
Robert Niedermann
Title
Treasurer
Phone
2627943460
Signed
2022-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Elmbrook Tax & Accounting
Address
15655 W NORTH AVE STE 208, Brookfield, WI 53005
Preparer
James a Perry CPA
Phone
2625055301
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountawards 217rotary intl dues 2,378rotary district exp 899change guard 1,655insurance 100lunch 14,348office 61postage 155seminars & meetings 345web site hosting 520”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 0 474unbilled changing of the guard 0 1,755”

Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT NIEDERMANN
IRS990EZ/BooksInCareOfDetail/PhoneNum02627943460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 13312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0795
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025808
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026603
IRS990EZ/FundraisingGrossIncomeAmt016885
IRS990EZ/GrossReceiptsAmt024485
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07600
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025808
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0ANNE RUTTGER NEAFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN LORENZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT NIEDERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN SEBALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02229
IRS990EZ/OtherExpensesTotalAmt020678
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE AND AWARENES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, CLUB EVENTS AND CONFERENCES FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02162
IRS990EZ/SpecialEventsNetIncomeLossAmt014723
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021528
IRS990EZ/TotalProgramServiceExpensesAmt023690
IRS990EZ/TotalRevenueAmt022323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAWARDS 217ROTARY INTL DUES 2,378ROTARY DISTRICT EXP 899CHANGE GUARD 1,655INSURANCE 100LUNCH 14,348OFFICE 61POSTAGE 155SEMINARS & MEETINGS 345WEB SITE HOSTING 520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 0 474UNBILLED CHANGING OF THE GUARD 0 1,755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NIEDERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627943460
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF WAUWATOSA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076897
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13312
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203662983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELMBROOK TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015655 W NORTH AVE STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum02625055301
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A PERRY CPA
ReturnHeader/ReturnTs02022-10-19T15:56:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NIEDERMANN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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