Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 39-6076897

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

9.1%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$25,639

Down $490 (-1.9%) from 2018

Net Assets

Up

$25,314

Up $1,462 (+6.1%) from 2018

Liabilities

Down

$325

Down $1,952 (-86%) from 2018

Revenue

Up

$29,082

Up $2,419 (+9.1%) from 2018

Expenses

Up

$27,620

Up $3,270 (+13%) from 2018

Net Income

Down

$1,462

Down $851 (-37%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$25,639
Liabilities$325
Net Assets$25,314

Operations Trend

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

2019

Revenue$29,082
Expenses$27,620
Net Income$1,462
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$29,082
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-$27,621
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE GRALLPresident-$0--
JOHN BAUERPresident Elec-$0--
PAUL VANDEVELDDirector-$0--
TOM SIMONDirector-$0--
JOHN ERICSENSecretary-$0--
ROBERT NIEDERMANNTreasurer-$0--
RICHARD STEINBERGVice Pres-$0--
CRAIG SCHMUTZERDirector-$0--
ELIZABETH COFFLETDirector-$0--
JOHN MARKELDirector-$0--
ANNE NEAFIEDirector-$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 P Niedermann
Title
Treasurer
Phone
2627943460
Signed
2019-11-14
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 304rotary intl dues 3,041rotary district exp 1,910event expenses 4,098insurance 100event lunch exp 13,953office exp 338seminars 325web hosting 1,187advertising 372bank charges 173rotary foundation 300volunteer exp 63uncollectable member act 556

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 2,858 907unbilled changing of the guard 1,530 1,581prepaid exp 0 110

Description of total liabilities Part II line 26

Category beginning of year end of yeara/p & accrued exp 2,277 325

Raw XML Appendix164 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/BOYAmt021741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01462
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026129
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025639
IRS990EZ/GrossReceiptsAmt029082
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06016
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELE GRALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL VANDEVELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN ERICSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT NIEDERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD STEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CRAIG SCHMUTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELIZABETH COFFLET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN MARKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANNE NEAFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04388
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02598
IRS990EZ/OtherExpensesTotalAmt026720
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE AND AWARENES
IRS990EZ/ProgramServiceRevenueAmt023066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS CLUB EVENTS AND CONFERENCES FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027621
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02277
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0325
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027620
IRS990EZ/TotalProgramServiceExpensesAmt027621
IRS990EZ/TotalRevenueAmt029082
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAWARDS 304ROTARY INTL DUES 3,041ROTARY DISTRICT EXP 1,910EVENT EXPENSES 4,098INSURANCE 100EVENT LUNCH EXP 13,953OFFICE EXP 338SEMINARS 325WEB HOSTING 1,187ADVERTISING 372BANK CHARGES 173ROTARY FOUNDATION 300VOLUNTEER EXP 63UNCOLLECTABLE MEMBER ACT 556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 2,858 907UNBILLED CHANGING OF THE GUARD 1,530 1,581PREPAID EXP 0 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARA/P & ACCRUED EXP 2,277 325
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT P NIEDERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627943460
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/AtSubmissionCreationDeviceId0DFD25332774610A2D67E0D865815192076A7BEF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFD25332774610A2D67E0D865815192076A7BEF5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08661762019319u4p1qzr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.88.167.153
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm012:12:28
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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A PERRY CPA
ReturnHeader/ReturnTs02019-11-15T10:47:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings