Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 39-6076897

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 18, 2020

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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-24%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$28,874

Up $3,235 (+13%) from 2019

Net Assets

Up

$28,872

Up $3,558 (+14%) from 2019

Liabilities

Down

$2

Down $323 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Down

$21,969

Down $7,113 (-24%) from 2019

Expenses

Down

$18,411

Down $9,209 (-33%) from 2019

Net Income

Up

$3,558

Up $2,096 (+143%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$28,874
Liabilities$2
Net Assets$28,872
Open 2020 Filing

Operations Trend

Revenue Growth39th 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

2020

Revenue$21,969
Expenses$18,411
Net Income$3,558
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.1
Gross Receipts
$21,969
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-$18,411
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BAUERPresident-$0--
JOHN ERICSENSecretary-$0--
ROBERT NIEDERMANNTreasurer-$0--
RICHARD STEINBERGPresident Elect-$0--
ANNE NEAFIEVice President-$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
2020-08-18
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 95rotary intl dues 2,643rotary district exp 1,460event expenses 2,208insurance 100event lunch exp 9,905office exp 35postage/box rent 169web hosting 625bad debt 78volunteer exp 193”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 907 452unbilled changing of the guard 1,581 0prepaid exp 110 110”

Description of total liabilities Part II line 26

“Category beginning of year end of yeara/p & accrued exp 325 2”

Raw XML Appendix127 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/BOYAmt023041
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03558
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028874
IRS990EZ/GrossReceiptsAmt021969
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08501
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028872
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/PersonNm0JOHN BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ERICSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT NIEDERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD STEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE NEAFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02598
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0562
IRS990EZ/OtherExpensesTotalAmt017511
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE AND AWARENES
IRS990EZ/ProgramServiceRevenueAmt013468
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, CLUB EVENTS AND CONFERENCES FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018411
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0325
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018411
IRS990EZ/TotalProgramServiceExpensesAmt018411
IRS990EZ/TotalRevenueAmt021969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTAWARDS 95ROTARY INTL DUES 2,643ROTARY DISTRICT EXP 1,460EVENT EXPENSES 2,208INSURANCE 100EVENT LUNCH EXP 9,905OFFICE EXP 35POSTAGE/BOX RENT 169WEB HOSTING 625BAD DEBT 78VOLUNTEER EXP 193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 907 452UNBILLED CHANGING OF THE GUARD 1,581 0PREPAID EXP 110 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARA/P & ACCRUED EXP 325 2
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/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NIEDERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02627943460
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
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/FederalOriginalSubmissionId08661762020237t4sw2gh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.231.246.22
ReturnHeader/FilingSecurityInformation/IPDt02020-08-24
ReturnHeader/FilingSecurityInformation/IPTm011:36:18
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/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A PERRY CPA
ReturnHeader/ReturnTs02020-08-18T16:30:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,874
Liabilities
$2
Net assets
$28,872
Revenue
$21,969
Expenses
$18,411
Net income
$3,558
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