Civic Intelligence

Rotary International - Burlington

990EZ • Fiscal year 2024 • EIN 39-6077389

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 28, 2024

PO Box 219Burlington, WI 53105-0219

(262) 763-5556

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-0.7%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-4.1%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$36,351

Down $1,559 (-4.1%) from 2023

Net Assets

Down

$34,281

Down $291 (-0.8%) from 2023

Liabilities

Down

$2,070

Down $1,268 (-38%) from 2023

Revenue

Up

$39,717

Up $7,304 (+23%) from 2023

Expenses

Up

$40,008

Up $4,711 (+13%) from 2023

Net Income

Up

-$291

Up $2,593 (+90%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $48,811Liabilities 2011: $3,851Net Assets 2011: $44,9602011Assets 2012: $55,385Liabilities 2012: $26Net Assets 2012: $55,3592012Assets 2013: $62,079Liabilities 2013: $2,384Net Assets 2013: $59,6952013Assets 2014: $56,735Liabilities 2014: $960Net Assets 2014: $55,7752014Assets 2015: $57,454Liabilities 2015: $0Net Assets 2015: $57,4542015Assets 2016: $72,401Liabilities 2016: $4,048Net Assets 2016: $68,3532016Assets 2017: $70,617Liabilities 2017: $198Net Assets 2017: $70,4192017Assets 2018: $66,716Liabilities 2018: $40Net Assets 2018: $66,6762018Assets 2019: $68,137Liabilities 2019: $51Net Assets 2019: $68,0862019Assets 2020: $44,966Liabilities 2020: $739Net Assets 2020: $44,2272020Assets 2021: $44,793Liabilities 2021: $2,948Net Assets 2021: $41,8452021Assets 2022: $38,998Liabilities 2022: $1,542Net Assets 2022: $37,4562022Assets 2023: $37,910Liabilities 2023: $3,338Net Assets 2023: $34,5722023Assets 2024: $36,351Liabilities 2024: $2,070Net Assets 2024: $34,2812024Assets 2025: $42,418Liabilities 2025: $1,802Net Assets 2025: $40,6162025

Highlighted filing

2024

Assets$36,351
Liabilities$2,070
Net Assets$34,281

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $88,0312011Expenses 2012: $81,1622012Revenue 2013: $90,727Expenses 2013: $86,390Net Income 2013: $4,3372013Revenue 2014: $99,113Expenses 2014: $103,033Net Income 2014: -$3,9202014Revenue 2015: $100,058Expenses 2015: $98,379Net Income 2015: $1,6792015Revenue 2016: $85,190Expenses 2016: $74,291Net Income 2016: $10,8992016Revenue 2017: $83,185Expenses 2017: $81,119Net Income 2017: $2,0662017Revenue 2018: $82,250Expenses 2018: $85,993Net Income 2018: -$3,7432018Revenue 2019: $84,395Expenses 2019: $82,985Net Income 2019: $1,4102019Revenue 2020: $59,349Expenses 2020: $83,208Net Income 2020: -$23,8592020Revenue 2021: $36,293Expenses 2021: $38,675Net Income 2021: -$2,3822021Revenue 2022: $32,447Expenses 2022: $36,836Net Income 2022: -$4,3892022Revenue 2023: $32,413Expenses 2023: $35,297Net Income 2023: -$2,8842023Revenue 2024: $39,717Expenses 2024: $40,008Net Income 2024: -$2912024Revenue 2025: $47,854Expenses 2025: $41,519Net Income 2025: $6,3352025

Highlighted filing

2024

Revenue$39,717
Expenses$40,008
Net Income-$291
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 28, 2024
Return Version
2023v5.0
Gross Receipts
$39,717
Mission and Program Overview

Mission

Raise money for local groups in need, sponsor scholarships and student exchange programs, and partner with a worldwide network of humanitarians to help those in the most desperate corners of the globe

Advance world understanding good will and peace through the improvement of health, the support of eeducation and the alleviation of poverty. Rotary internationals mission statement together we see a world where people unite and take action to create lasting change across the globe in our communities and in ourselves

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS SUPPORTING LOCAL SWIMMING POOL AND RESCUE/SAFETY SQUADS STUDENT GROUPS AND LOCAL EVENTS SUCH AS THE CHRISTMAS PARADE AND THANKSGIVING DINNERS TO LOW INCOME RESIDENTS - ALSO PROVIDE SUPPORT TO COMMUNITY CHARITIES THAT HELP HOMELESS AND NEEDY INDIVIDUALS$2,352$2,352
INTERNATIONAL SERVICE PROJECTS TO PROVIDE POLIO IMMUNIZATIONS, DISASTER RELIEF AND HUMANITARIAN AID INCLUDING WATER WELL AT SCHOOL IN GHANA$1,328$1,328
SCHOLARSHIPS TO QUALIFIED AREA STUDENTS PROVIDES OPPORTUNITY FOR STUDENTS TO ATTEND WORLD AFFAIRS SEMINARS AND BADGER BOYS AND GIRLS STATE--
CLUB SERVICE PROJECTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OPENMembership-$0--
DENIS DONOHOESecretary-$0--
BRIAN SHIMONSergeant At-$0--
WALTER BAHRTreasurer-$0--
MIKE POLUDNIAKFoundation-$0--
OPENInternationa-$0--
JON SCHULTZPast Preside-$0--
TYSON FETTESPresident-$0--
AMY MLOTPresident El-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Burlington
EIN
39-6077389
Phone
2627635556
Address
PO BOX 219, BURLINGTON, WI 53105-0219

Signing Officer

Name
Tyson Fettes
Title
President
Phone
2627635556
Signed
2024-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Definitive Solutions Inc
Address
340 BRIDGE ST, BURLINGTON, WI 53105
Preparer
Walter O Bahr CPA
Phone
2627635556
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Luncheons dinners 23,844 total 23,844

Form 990-ez, Part I, Line 10

Rotary international 4,354 14255 collections center drive chicago il 60693 rotary district 6270 1,400 4262 s,. 108th st greenfield wi 53228

Form 990-ez, Part I, Line 16

Luncheons dinners weekly meetings 17,780 installation dinner 811 christmas for families 604 pontoon night -116 anniversary dinner 3,047 tri club dinner 1,259 expenses advertising and promotion 300 office 2,055 club runner 1,152 district zone 641 bank fees 78 dues chamber membership 108 total 27,719

Form 990-ez, Part II, Line 24

Accounts receivable 13,829 19,421 prepaid expenses and deferred charges 1,408 1,408 total 15,237 20,829

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,338 2,070

Form 990-ez, Part III

Advance world understanding good will and peace through the improvement of health, the support of eeducation and the alleviation of poverty. Rotary internationals mission statement together we see a world where people unite and take action to create lasting change across the globe in our communities and in ourselves

Form 990-ez, Part III, Line 29

Community service projects supporting local swimming pool and rescue/safety squads student groups and local events such as the christmas parade and thanksgiving dinners to low income residents - also provide support to community charities that help homeless and needy individuals

Form 990-ez, Part III, Line 31

CLUB SERVICE PROJECTS

Raw XML Appendix147 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE PROJECTS TO PROVIDE POLIO IMMUNIZATIONS, DISASTER RELIEF AND HUMANITARIAN AID INCLUDING WATER WELL AT SCHOOL IN GHANA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CLUB SERVICE PROJECTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCHEONS DINNERS 23,844 TOTAL 23,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL 4,354 14255 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ROTARY DISTRICT 6270 1,400 4262 S,. 108TH ST GREENFIELD WI 53228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUNCHEONS DINNERS WEEKLY MEETINGS 17,780 INSTALLATION DINNER 811 CHRISTMAS FOR FAMILIES 604 PONTOON NIGHT -116 ANNIVERSARY DINNER 3,047 TRI CLUB DINNER 1,259 EXPENSES ADVERTISING AND PROMOTION 300 OFFICE 2,055 CLUB RUNNER 1,152 DISTRICT ZONE 641 BANK FEES 78 DUES CHAMBER MEMBERSHIP 108 TOTAL 27,719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 13,829 19,421 PREPAID EXPENSES AND DEFERRED CHARGES 1,408 1,408 TOTAL 15,237 20,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,338 2,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADVANCE WORLD UNDERSTANDING GOOD WILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EEDUCATION AND THE ALLEVIATION OF POVERTY. ROTARY INTERNATIONALS MISSION STATEMENT TOGETHER WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE ACROSS THE GLOBE IN OUR COMMUNITIES AND IN OURSELVES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SERVICE PROJECTS SUPPORTING LOCAL SWIMMING POOL AND RESCUE/SAFETY SQUADS STUDENT GROUPS AND LOCAL EVENTS SUCH AS THE CHRISTMAS PARADE AND THANKSGIVING DINNERS TO LOW INCOME RESIDENTS - ALSO PROVIDE SUPPORT TO COMMUNITY CHARITIES THAT HELP HOMELESS AND NEEDY INDIVIDUALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLUB SERVICE PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.41$0.48$0.42$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.40$0.40$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$0.32$0.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.32$0.37$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.42$0.36$0.39$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.59$0.83$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.84$0.83$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.82$0.86$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.83$0.81$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.68$0.85$0.74$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.00$0.98$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.99$1.03$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.02$0.60$0.91$0.86$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.04$0.45$0.88