Civic Intelligence

Rotary International Menomonie Rotary

990EZ • Fiscal year 2015 • EIN 39-6077984

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 24, 2015

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

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-12%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$50,162

Down $573 (-1.1%) from 2014

Net Assets

Down

$46,512

Down $956 (-2.0%) from 2014

Liabilities

Up

$3,650

Up $383 (+12%) from 2014

Revenue

Down

$29,157

Down $4,005 (-12%) from 2014

Expenses

Down

$30,113

Down $1,927 (-6.0%) from 2014

Net Income

Down

-$956

Down $2,078 (-185%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$50,162
Liabilities$3,650
Net Assets$46,512

Operations Trend

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

2015

Revenue$29,157
Expenses$30,113
Net Income-$956
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 24, 2015
Return Version
2014v5.0
Gross Receipts
$56,689
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Community and local service including Thanksgiving, Christmas, Badger Boys Girls, Sr high lock-in$7,877$8,039
International Projects including Rotary Foundation$2,250$6,246
Vocational service$1,295$1,295
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra OttSecPT$0--
Chris SmithPast-President-$0--
Michael FeketeTreasPT$0--
Michelle DingwallDirector-$0--
Clint MosesDirector-$0--
Naomi CummingsPresidentPT$0--
Peter GruetzmacherDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meals$24,199$24,199-$24,199
Rose sales$23,656$23,656$7,246$16,410
Total Events$47,855$47,855$27,532$20,323
Filing and Contact Details

Filer

Filer Name
Rotary International Menomonie Rotary
EIN
39-6077984
Phone
7152352755
Address
PO Box 285, Menomonie, WI 54751

Signing Officer

Name
Naomi Cummings
Title
President
Signed
2015-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Michael Fekete CPA LLC
Address
735 24th Street N, Menomonie, WI 54751
Preparer
Michael Fekete
Phone
7152352755
Supplemental Narrative

Additional Explanations

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

Meals and entertainment 262

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

Conferences, conventions, and meetings 5,871

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

Web services 232

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

Chamber dues 155

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

Awards 369

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

Dues 7,000

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

Insurance 140

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

GSE and student exchange 3,996

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

Other 54

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

Member receivable Beginning of year 1,349, End of year 1,399

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

Prepaid expenses Beginning of year 0, End of year 163

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

Accounts payable Beginning of year 17, End of year 1,150

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

Grant payables Beginning of year 3,250, End of year 2,500

Raw XML Appendix168 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/PersonNm0Michael Fekete
IRS990EZ/BooksInCareOfDetail/PhoneNum07152352755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0735 24th Street NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menomonie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054751
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048600
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01284
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-956
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050735
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050162
IRS990EZ/FundraisingGrossIncomeAmt047855
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011884
IRS990EZ/GrossReceiptsAmt056689
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0236
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07314
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047468
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6003.00
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/PersonNm1Chris Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fekete
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Dingwall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Clint Moses
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Naomi Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Peter Gruetzmacher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01349
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01562
IRS990EZ/OtherExpensesTotalAmt018079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fellowship of individuals who are focused on supporting their community and building bridges between nations.
IRS990EZ/PrintingPublicationsPostageAmt0150
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/GrantsAndAllocationsAmt07877
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08039
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16246
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt027532
IRS990EZ/SpecialEventsNetIncomeLossAmt020323
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03267
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030113
IRS990EZ/TotalProgramServiceExpensesAmt015580
IRS990EZ/TotalRevenueAmt029157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.menomonierotary.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027532
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Rose sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Meals
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt020286
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047855
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07246
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07246
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 5,871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web services 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chamber dues 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards 369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GSE and student exchange 3,996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other 54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Member receivable Beginning of year 1,349, End of year 1,399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid expenses Beginning of year 0, End of year 163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts payable Beginning of year 17, End of year 1,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Grant payables Beginning of year 3,250, End of year 2,500
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 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Naomi Cummings
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Menomonie Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396077984
ReturnHeader/Filer/PhoneNum07152352755
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 285
ReturnHeader/Filer/USAddress/CityNm0Menomonie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Fekete CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 24th Street N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054751
ReturnHeader/PreparerPersonGrp/PhoneNum07152352755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fekete
ReturnHeader/ReturnTs02015-08-24T11:40:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings