Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 39-6076897

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 25, 2015

Organization ProfileROTARY CLUB OF WAUWATOSA
PO Box 13312Wauwatosa, WI 53213

(414) 627-4420

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.7%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$21,857

Up $2,171 (+11%) from 2014

Net Assets

Up

$19,411

Up $1,505 (+8.4%) from 2014

Liabilities

Up

$2,446

Up $666 (+37%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin56th percentile

Revenue

Up

$26,543

Up $2,486 (+10%) from 2014

Expenses

Up

$25,038

Up $2,868 (+13%) from 2014

Net Income

Down

$1,505

Down $382 (-20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2015

Assets$21,857
Liabilities$2,446
Net Assets$19,411
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$26,543
Expenses$25,038
Net Income$1,505
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$26,543
Mission and Program Overview

Mission

Promotion of social welfare and awareness in the wauwatosa community.

Program Services

DescriptionGrantsExpenses
MEETINGS, CLUB EVENTS, AND CONFERENCES FOR MEMBERS. FUNDS PROVIDED TO LOCAL SCHOOLS FOR PROGRAMS, FOOD PANTRY AND INTERNATIONAL CAUSES.-$23,189
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H NELSONPresident-$0--
RONALD J PRUHSTreasurer-$0--
ANNE NEAFIEPresident-Pa-$0--
PETER SKANAVISDirector-$0--
JOHN ERICSENSecretary-$0--
TOM SIMONDirector-$0--
ROGER WALSHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International of Wauwatosa
EIN
39-6076897
Phone
4146274420
Address
PO BOX 13312, WAUWATOSA, WI 53213

Signing Officer

Name
Ronald Pruhs
Title
Treasurer
Phone
4146274420
Signed
2015-08-25
Discuss with paid preparer
Yes

Preparer

Firm
The Niedermann Co Sc
Address
16270 WEST MAYFLOWER DR, NEW BERLIN, WI 53151-6596
Preparer
Robert P Niedermann
Phone
4146274420
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses awards 522 dues & subscriptions 255 events expenses 3,649 luncheon expenses 14,224 insurance 100 newsletters & postage 80 office supplies & expense 59 program exp, seminar 301 rotary district dues 1,499 rotary international dues 2,600 web site hosting 849 total 24,138”

Form 990-ez, Part II, Line 24

“Accounts receivable 308 1,468 prepaid expenses and deferred charges 1,432 1,363 total 1,740 2,831”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,423 2,340 food pantry collections 247 -4 prepaid dues fund 110 110”

Raw XML Appendix117 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/BusinessName/BusinessNameLine1Txt0NIEDERMANN CO SC
IRS990EZ/BooksInCareOfDetail/PhoneNum04146274420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016270 W MAYFLOWER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01505
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021857
IRS990EZ/GrossReceiptsAmt026543
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05652
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT H NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD J PRUHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE NEAFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER SKANAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN ERICSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROGER WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01740
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02831
IRS990EZ/OtherExpensesTotalAmt024138
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE AND AWARENESS IN THE WAUWATOSA COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt020889
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, CLUB EVENTS, AND CONFERENCES FOR MEMBERS. FUNDS PROVIDED TO LOCAL SCHOOLS FOR PROGRAMS, FOOD PANTRY AND INTERNATIONAL CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023189
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01780
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02446
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025038
IRS990EZ/TotalProgramServiceExpensesAmt023189
IRS990EZ/TotalRevenueAmt026543
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARY CLUB OF WAUWATOSA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AWARDS 522 DUES & SUBSCRIPTIONS 255 EVENTS EXPENSES 3,649 LUNCHEON EXPENSES 14,224 INSURANCE 100 NEWSLETTERS & POSTAGE 80 OFFICE SUPPLIES & EXPENSE 59 PROGRAM EXP, SEMINAR 301 ROTARY DISTRICT DUES 1,499 ROTARY INTERNATIONAL DUES 2,600 WEB SITE HOSTING 849 TOTAL 24,138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 308 1,468 PREPAID EXPENSES AND DEFERRED CHARGES 1,432 1,363 TOTAL 1,740 2,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,423 2,340 FOOD PANTRY COLLECTIONS 247 -4 PREPAID DUES FUND 110 110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD PRUHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04146274420
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF WAUWATOSA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076897
ReturnHeader/Filer/PhoneNum04146274420
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13312
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391387901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE NIEDERMANN CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016270 WEST MAYFLOWER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531516596
ReturnHeader/PreparerPersonGrp/PhoneNum04146274420
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P NIEDERMANN
ReturnHeader/ReturnTs02015-08-26T15:50:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,857
Liabilities
$2,446
Net assets
$19,411
Revenue
$26,543
Expenses
$25,038
Net income
$1,505
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