Civic Intelligence

Rotary International Menomonie Rotary

990EZ • Fiscal year 2014 • EIN 39-6077984

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 23, 2014

Organization Profilewww.menomonierotary.org
PO Box 285Menomonie, WI 54751

(715) 235-2755

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

-0.6%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$50,735

Up $4,239 (+9.1%) from 2013

Net Assets

Up

$47,468

Up $1,122 (+2.4%) from 2013

Liabilities

Up

$3,267

Up $3,117 (+2078%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin51st percentile

Revenue

Down

$33,162

Down $188 (-0.6%) from 2013

Expenses

Up

$32,040

Up $4,525 (+16%) from 2013

Net Income

Down

$1,122

Down $4,713 (-81%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$60K$40K$20K$0Assets 2011: $39,091Liabilities 2011: $2,307Net Assets 2011: $36,7842011Assets 2012: $40,661Liabilities 2012: $150Net Assets 2012: $40,5112012Assets 2013: $46,496Liabilities 2013: $150Net Assets 2013: $46,3462013Assets 2014: $50,735Liabilities 2014: $3,267Net Assets 2014: $47,4682014Assets 2015: $50,162Liabilities 2015: $3,650Net Assets 2015: $46,5122015Assets 2016: $20,856Liabilities 2016: $2,178Net Assets 2016: $18,6782016Assets 2017: $19,060Liabilities 2017: $4,414Net Assets 2017: $14,6462017Assets 2018: $20,945Liabilities 2018: $3,745Net Assets 2018: $17,2002018Assets 2019: $28,118Liabilities 2019: $3,467Net Assets 2019: $24,6512019Assets 2020: $32,629Liabilities 2020: $1,325Net Assets 2020: $31,3042020Assets 2021: $29,400Liabilities 2021: $5,993Net Assets 2021: $23,4072021Assets 2022: $39,451Liabilities 2022: $12,272Net Assets 2022: $27,1792022

Highlighted filing

2014

Assets$50,735
Liabilities$3,267
Net Assets$47,468
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2011: $37,136Expenses 2011: $35,971Net Income 2011: $1,1652011Revenue 2012: $34,682Expenses 2012: $30,955Net Income 2012: $3,7272012Revenue 2013: $33,350Expenses 2013: $27,515Net Income 2013: $5,8352013Revenue 2014: $33,162Expenses 2014: $32,040Net Income 2014: $1,1222014Revenue 2015: $29,157Expenses 2015: $30,113Net Income 2015: -$9562015Revenue 2016: $45,557Expenses 2016: $73,391Net Income 2016: -$27,8342016Revenue 2017: $47,216Expenses 2017: $51,248Net Income 2017: -$4,0322017Revenue 2018: $48,514Expenses 2018: $45,960Net Income 2018: $2,5542018Revenue 2019: $46,088Expenses 2019: $38,637Net Income 2019: $7,4512019Revenue 2020: $43,894Expenses 2020: $37,241Net Income 2020: $6,6532020Revenue 2021: $10,800Expenses 2021: $18,697Net Income 2021: -$7,8972021Revenue 2022: $30,309Expenses 2022: $26,537Net Income 2022: $3,7722022

Highlighted filing

2014

Revenue$33,162
Expenses$32,040
Net Income$1,122
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 23, 2014
Return Version
2013v3.1
Gross Receipts
$62,786
Mission and Program Overview

Mission

A fellowship of individuals who are focused on supporting their community and building bridges between nations.

Program Services

DescriptionGrantsExpenses
International Projects including Rotary Foundation$7,000$10,414
Community and local service including Thanksgiving, Christmas, Badger Boys Girls, Sr high lock-in$3,533$3,654
Vocational service$2,645$2,645
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra OttSec-$0--
William ButsicPast-PresidentPT$0--
Michael FeketeTreas-$0--
Chris SmithPresident-$0--
Clint MosesDirector-$0--
Naomi CummingsDirector-$0--
Peter GruetzmacherDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$28,087$28,087$9,774$18,313
Event 2$25,548$25,548-$25,548
Total Events$53,635$53,635$29,624$24,011
Filing and Contact Details

Filer

EIN
39-6077984
Phone
7152352755

Signing Officer

Name
Chris Smith
Title
President
Signed
2014-07-23
Discuss with paid preparer
No

Preparer

Preparer
Michael Fekete
Phone
7152352755
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 636”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 6,742”

Form 990-EZ, Part I, Line 16, Other Expenses

“Web services 253”

Form 990-EZ, Part I, Line 16, Other Expenses

“Chamber dues 148”

Form 990-EZ, Part I, Line 16, Other Expenses

“Awards 384”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues 6,903”

Form 990-EZ, Part I, Line 16, Other Expenses

“Youth volunteer awards 121”

Form 990-EZ, Part I, Line 16, Other Expenses

“GSE and student exchange 3,414”

Form 990-EZ, Part I, Line 16, Other Expenses

“Other 100”

Form 990-EZ, Part II, Line 24, Other Assets

“Member receivable Beginning of year 1,020, End of year 1,349”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts payable Beginning of year 150, End of year 17”

Form 990-EZ, Part II, Line 26, Liabilities

“Grant payables Beginning of year 0, End of year 3,250”

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Fekete
IRS990EZ/BooksInCareOfDetail/PhoneNum07152352755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10735 24th Street NE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Menomonie
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054751
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01476
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01122
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050735
IRS990EZ/FundraisingGrossIncomeAmt053635
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013178
IRS990EZ/GrossReceiptsAmt062786
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0251
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07424
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047468
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047468
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sandra Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Butsic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fekete
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chris Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Clint Moses
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Naomi Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Peter Gruetzmacher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01020
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01349
IRS990EZ/OtherExpensesTotalAmt018701
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fellowship of individuals who are focused on supporting their community and building bridges between nations.
IRS990EZ/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community and local service including Thanksgiving, Christmas, Badger Boys Girls, Sr high lock-in
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Projects including Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Vocational service
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03533
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22645
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03654
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110414
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22645
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt029624
IRS990EZ/SpecialEventsNetIncomeLossAmt024011
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0150
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03267
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032040
IRS990EZ/TotalProgramServiceExpensesAmt016713
IRS990EZ/TotalRevenueAmt033162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.menomonierotary.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029624
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt019850
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt019850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053635
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Rose sales
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Meals
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024011
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09774
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09774
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 6,742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web services 253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chamber dues 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards 384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues 6,903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Youth volunteer awards 121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GSE and student exchange 3,414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Member receivable Beginning of year 1,020, End of year 1,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts payable Beginning of year 150, End of year 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Grant payables Beginning of year 0, End of year 3,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International Menomonie Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396077984
ReturnHeader/Filer/PhoneNum07152352755
ReturnHeader/Filer/USAddress/AddressLine10PO Box 285
ReturnHeader/Filer/USAddress/City0Menomonie
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Michael Fekete CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10735 24th Street N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Menomonie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054751
ReturnHeader/PreparerPersonGrp/PhoneNum07152352755
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fekete
ReturnHeader/ReturnTs02014-07-23T11:02:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,735
Liabilities
$3,267
Net assets
$47,468
Revenue
$33,162
Expenses
$32,040
Net income
$1,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$39.5$12.3$27.2$30.3$26.5$3.77
2021Detailed filing. Detailed filing data is available for this year.$29.4$5.99$23.4$10.8$18.7$7.90
2020Detailed filing. Detailed filing data is available for this year.$32.6$1.33$31.3$43.9$37.2$6.65
2019Detailed filing. Detailed filing data is available for this year.$28.1$3.47$24.7$46.1$38.6$7.45
2018Detailed filing. Detailed filing data is available for this year.$20.9$3.75$17.2$48.5$46.0$2.55
2017Detailed filing. Detailed filing data is available for this year.$19.1$4.41$14.6$47.2$51.2$4.03
2016Detailed filing. Detailed filing data is available for this year.$20.9$2.18$18.7$45.6$73.4$27.8
2015Detailed filing. Detailed filing data is available for this year.$50.2$3.65$46.5$29.2$30.1$0.96
2014Detailed filing. Detailed filing data is available for this year.$50.7$3.27$47.5$33.2$32.0$1.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.5$0.15$46.3$33.4$27.5$5.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.15$40.5$34.7$31.0$3.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.1$2.31$36.8$37.1$36.0$1.17