Civic Intelligence

Rotary International Menomonie Rotary

990EZ • Fiscal year 2018 • EIN 39-6077984

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 12, 2018

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

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.3%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

2.7%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$20,945

Up $1,885 (+9.9%) from 2017

Net Assets

Up

$17,200

Up $2,554 (+17%) from 2017

Liabilities

Down

$3,745

Down $669 (-15%) from 2017

Revenue

Up

$48,514

Up $1,298 (+2.7%) from 2017

Expenses

Down

$45,960

Down $5,288 (-10%) from 2017

Net Income

Up

$2,554

Up $6,586 (+163%) from 2017

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

2018

Assets$20,945
Liabilities$3,745
Net Assets$17,200

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

2018

Revenue$48,514
Expenses$45,960
Net Income$2,554
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$54,731
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 Literacy, Community grants and Sr high lock-in$6,260$6,418
International Projects including Rotary Foundation$1,500$5,887
Vocational service-$950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra OttSecretaryPT$0--
Timothy EidenDirector-$0--
Michael FeketeTreasurerPT$0--
Michelle DingwallPast President-$0--
Joe ZydowskyDirector-$0--
Ben BuehlerDirector-$0--
Maggie FooteDirectorPT$0--
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
Maggie Foote
Title
President
Signed
2018-07-12
Discuss with paid preparer
No

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

Conferences, conventions, and meetings 3,212

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

Web services 330

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

Dues 6,435

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

Awards 393

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

Meeting meals 20,381

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

Board meetings 560

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

GSE and student exchange 4,387

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

Chamber dues 171

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

Youth Volunteer awards 125

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

Leadership sponsorship 950

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

Other 158

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

Socials 754

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

Insurance 200

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

Member receivable Beginning of year 746, End of year 337

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

Prepaid expenses Beginning of year 1,029, End of year 538

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

Encumbered assets Beginning of year 1,456, End of year 1,426

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

Grant payables Beginning of year 717, End of year 0

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

Accouts payable Beginning of year 2,241, End of year 2,319

Raw XML Appendix171 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/AddressLine1Txt0735 24th Street NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menomonie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054751
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020070
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03334
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02554
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019060
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020945
IRS990EZ/FundraisingGrossIncomeAmt023011
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07760
IRS990EZ/GrossReceiptsAmt054731
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt086
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028300
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014646
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017200
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014646
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sandra Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Timothy Eiden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fekete
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Dingwall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Zydowsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ben Buehler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Maggie Foote
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01775
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0875
IRS990EZ/OtherExpensesTotalAmt038056
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fellowship of individuals who are focused on supporting their community and building bridges between nations.
IRS990EZ/PrintingPublicationsPostageAmt0144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community and local service including Literacy, Community grants and Sr high lock-in
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Projects including Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Vocational service
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06260
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06418
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15887
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06217
IRS990EZ/SpecialEventsNetIncomeLossAmt016794
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04414
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03745
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045960
IRS990EZ/TotalProgramServiceExpensesAmt013255
IRS990EZ/TotalRevenueAmt048514
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.menomonierotary.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 3,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Web services 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 6,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Awards 393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting meals 20,381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board meetings 560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GSE and student exchange 4,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chamber dues 171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Youth Volunteer awards 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Leadership sponsorship 950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other 158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Socials 754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Member receivable Beginning of year 746, End of year 337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid expenses Beginning of year 1,029, End of year 538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Encumbered assets Beginning of year 1,456, End of year 1,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Grant payables Beginning of year 717, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accouts payable Beginning of year 2,241, End of year 2,319
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Maggie Foote
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2B2F2D3EAF2132C1A521531B0F168C624C4569F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2B2F2D3EAF2132C1A521531B0F168C624C4569F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.37.86.207
ReturnHeader/FilingSecurityInformation/IPDt02018-07-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:37:42
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fekete
ReturnHeader/ReturnTs02018-07-12T03:08:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings