Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 39-6076897

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 15, 2016

Organization ProfileWAUWATOSA ROTARY CLUB
PO Box 13312Wauwatosa, WI 53213

(262) 794-3460

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-0.5%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$23,661

Up $1,804 (+8.3%) from 2015

Net Assets

Up

$20,628

Up $1,217 (+6.3%) from 2015

Liabilities

Up

$3,033

Up $587 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin52nd percentile

Revenue

Down

$26,419

Down $124 (-0.5%) from 2015

Expenses

Up

$25,413

Up $375 (+1.5%) from 2015

Net Income

Down

$1,006

Down $499 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2016

Assets$23,661
Liabilities$3,033
Net Assets$20,628
Open 2016 Filing

Operations Trend

Revenue Growth48th 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

2016

Revenue$26,419
Expenses$25,413
Net Income$1,006
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 15, 2016
Return Version
2015v2.0
Gross Receipts
$26,419
Mission and Program Overview

Mission

Promotion of social welfare and awareness in the wauwatosa community.

Promotion of social welfare and awareness in the wauwatosa community

Program Services

DescriptionGrantsExpenses
MEETINGS, CLUB EVENTS AND CONFERENCES FOR MEMBERS$24,913-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER WALSHPresident-$0--
JOHN ERICSENSecretary-$0--
RONALD PRUHSTreasurer-$0--
ROBERT NELSONPast President-$0--
PETER SKANAVISPresident Elect-$0--
TOM SIMONDirector-$0--
MARY KAY MURRAYDirector-$0--
PAUL VANDEVELDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International of Wauwatosa
EIN
39-6076897
Phone
2627943460
Address
PO BOX 13312, WAUWATOSA, WI 53213

Signing Officer

Name
Robert P Niedermann
Title
Treasurer
Signed
2016-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Perry Financial Consulting
Address
15655 W NORTH AVE, BROOKFIELD, WI 53005
Preparer
James a Perry CPA
Phone
2625055301
Supplemental Narrative

Additional Explanations

Other Expenses.1

“LUNCHEON EXP $14534”

Other Expenses.2

“EVENTS $4396”

Other Expenses.3

“ROTARY INTN'L DUES $2770”

Other Expenses.4

“Rotary district expenses $1792”

Other Expenses.5

“WEBSITE HOSTING $849”

Other Expenses.6

“aWARDS $348”

Other Expenses.7

“INSURANCE $100”

Other Expenses.8

“Newsletters & postage $82”

Other Expenses.9

“MISCELLANEOUS $42”

Other Assets.1005

“Accounts Receivable - Beginning $2831 Accounts Receivable - Ending $2377”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2446 Accounts Payable and Accrued Expenses - Ending $3033”

Raw XML Appendix145 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ERICSEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER SKANAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM SIMON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL VANDEVELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02831
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IRS990EZ/OtherExpensesTotalAmt024913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS $4396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY INTN'L DUES $2770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY DISTRICT EXPENSES $1792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE HOSTING $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5aWARDS $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NEWSLETTERS & POSTAGE $82
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF WAUWATOSA
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ReturnHeader/Filer/EIN0396076897
ReturnHeader/Filer/PhoneNum02627943460
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum02625055301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A PERRY CPA
ReturnHeader/ReturnTs02016-10-15T11:36:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,661
Liabilities
$3,033
Net assets
$20,628
Revenue
$26,419
Expenses
$25,413
Net income
$1,006
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