Civic Intelligence

Rotary International Menomonie Rotary

990EZ • Fiscal year 2020 • EIN 39-6077984

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 09, 2020

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

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

68th percentile

15%

Higher net margin than 68% 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

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

61st percentile

-4.8%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$32,629

Up $4,511 (+16%) from 2019

Net Assets

Up

$31,304

Up $6,653 (+27%) from 2019

Liabilities

Down

$1,325

Down $2,142 (-62%) from 2019

Revenue

Down

$43,894

Down $2,194 (-4.8%) from 2019

Expenses

Down

$37,241

Down $1,396 (-3.6%) from 2019

Net Income

Down

$6,653

Down $798 (-11%) from 2019

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

2020

Assets$32,629
Liabilities$1,325
Net Assets$31,304

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

2020

Revenue$43,894
Expenses$37,241
Net Income$6,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.1
Gross Receipts
$50,200
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$9,525$10,803
International Projects including Rotary Foundation$1,500$2,098
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra OttSecretaryPT$0--
Timothy EidenPast President-$0--
Michael FeketeTreasurerPT$0--
Denielle PetersDirector-$0--
Joe ZydowskyPresidentPT$0--
George BreweDirector-$0--
Jason EllisonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rose sale$23,538$23,538$6,306$17,232
Total Events$23,538$23,538$6,306$17,232
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
Joe Zydowsky
Title
President
Signed
2020-09-09
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

Web services 369

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

Dues 7,325

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

Awards 214

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

Meeting meals 14,112

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

Board meetings 306

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

Christmas project 48

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

Chamber dues 178

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

Youth Volunteer awards 100

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

International picnic 598

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

Other 154

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

Socials 1,447

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

PETS and District entry fees and travel 300

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

Leadership development 1,000

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

Member receivable Beginning of year 2,379, End of year 1,876

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

Prepaid expenses Beginning of year 0, End of year 344

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

Encumbered assets Beginning of year 3,297, End of year 1,325

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

Accouts payable Beginning of year 170, End of year 0

Raw XML Appendix175 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/PhoneNum07152352755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0735 24th Street NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menomonie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054751
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025739
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01450
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06653
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011025
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt031304
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
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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/PersonNm3Denielle Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joe Zydowsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5George Brewe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jason Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02379
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02220
IRS990EZ/OtherExpensesTotalAmt026151
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fellowship of individuals who are focused on supporting their community and building bridges between nations.
IRS990EZ/PrintingPublicationsPostageAmt065
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Projects including Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09525
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010803
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12098
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt017232
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037241
IRS990EZ/TotalProgramServiceExpensesAmt012901
IRS990EZ/TotalRevenueAmt043894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.menomonierotary.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06306
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Rose sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023538
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017232
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06306
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Web services 369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 7,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Awards 214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting meals 14,112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board meetings 306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Christmas project 48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chamber dues 178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Youth Volunteer awards 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8International picnic 598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Socials 1,447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PETS and District entry fees and travel 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Leadership development 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Member receivable Beginning of year 2,379, End of year 1,876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid expenses Beginning of year 0, End of year 344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Encumbered assets Beginning of year 3,297, End of year 1,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accouts payable Beginning of year 170, End of year 0
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Zydowsky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
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/IPv4AddressTxt096.41.240.224
ReturnHeader/FilingSecurityInformation/IPDt02020-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:33:59
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/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fekete
ReturnHeader/ReturnTs02020-09-09T04:35:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings