Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 39-6076897

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 21, 2017

Organization ProfileROTARY CLUB OF WAUWATOSA
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

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.10x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$24,090

Up $429 (+1.8%) from 2016

Net Assets

Up

$21,539

Up $911 (+4.4%) from 2016

Liabilities

Down

$2,551

Down $482 (-16%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin61st percentile

Revenue

Down

$25,611

Down $808 (-3.1%) from 2016

Expenses

Down

$23,594

Down $1,819 (-7.2%) from 2016

Net Income

Up

$2,017

Up $1,011 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$24,090
Liabilities$2,551
Net Assets$21,539
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$25,611
Expenses$23,594
Net Income$2,017
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 21, 2017
Return Version
2016v3.0
Gross Receipts
$25,611
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-$23,595
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SKANAVISPresident-$0--
JOHN ERICSENSecretary-$0--
ANNE NEAFIETreasurer-$0--
PAUL VANDEVELDDirector-$0--
CHUCK STOLLENWERKDirector-$0--
TOM SIMONDirector-$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
Anne Neafie
Title
Treasurer
Phone
2627943460
Signed
2017-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Perry Financial Consulting
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 amountadvertising 217rotary intl dues 2,594rotary district exp 1,885event expenses 3,287insurance 100event lunch exp 13,292office exp 6seminars 318web hosting 995”

Other changes in net assets or fund balances Part I line 20

“Description amountprior period adj (1,106)”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 715 3,834unbilled changing of the guard 1,662 1,666”

Description of total liabilities Part II line 26

“Category beginning of year end of yeara/p & accrued exp 3,033 2,551”

Raw XML Appendix138 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/PersonNm0ANNE NEAFIE
IRS990EZ/BooksInCareOfDetail/PhoneNum02627943460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 13312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018590
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02017
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024090
IRS990EZ/GrossReceiptsAmt025611
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05869
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020628
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021539
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020628
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021539
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER SKANAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ERICSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE NEAFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL VANDEVELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHUCK STOLLENWERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02377
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05500
IRS990EZ/OtherChangesInNetAssetsAmt0-1106
IRS990EZ/OtherExpensesTotalAmt022694
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE AND AWARENES
IRS990EZ/ProgramServiceRevenueAmt019739
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS CLUB EVENTS AND CONFERENCES FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023595
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03033
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02551
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023594
IRS990EZ/TotalProgramServiceExpensesAmt023595
IRS990EZ/TotalRevenueAmt025611
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 217ROTARY INTL DUES 2,594ROTARY DISTRICT EXP 1,885EVENT EXPENSES 3,287INSURANCE 100EVENT LUNCH EXP 13,292OFFICE EXP 6SEMINARS 318WEB HOSTING 995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PERIOD ADJ (1,106)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 715 3,834UNBILLED CHANGING OF THE GUARD 1,662 1,666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARA/P & ACCRUED EXP 3,033 2,551
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE NEAFIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627943460
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB359181648B0DF38BEE309BA8973EF6A41A3B8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB359181648B0DF38BEE309BA8973EF6A41A3B8A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08661762017296sklzpbg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.88.167.153
ReturnHeader/FilingSecurityInformation/IPDt02017-10-23
ReturnHeader/FilingSecurityInformation/IPTm013:10:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203662983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY FINANCIAL CONSULTING
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/PreparationDt02017-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A PERRY CPA
ReturnHeader/ReturnTs02017-10-23T12:01:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,090
Liabilities
$2,551
Net assets
$21,539
Revenue
$25,611
Expenses
$23,594
Net income
$2,017
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