Civic Intelligence

Rotary International Menomonie Rotary

990EZ • Fiscal year 2021 • EIN 39-6077984

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 26, 2021

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

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.55x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-73%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-9.9%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-75%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$29,400

Down $3,229 (-9.9%) from 2020

Net Assets

Down

$23,407

Down $7,897 (-25%) from 2020

Liabilities

Up

$5,993

Up $4,668 (+352%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Down

$10,800

Down $33,094 (-75%) from 2020

Expenses

Down

$18,697

Down $18,544 (-50%) from 2020

Net Income

Down

-$7,897

Down $14,550 (-219%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$29,400
Liabilities$5,993
Net Assets$23,407
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$10,800
Expenses$18,697
Net Income-$7,897
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 26, 2021
Return Version
2020v4.1
Gross Receipts
$10,800
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$7,400$8,665
International Projects including Rotary Foundation$1,500$1,500
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra OttSecretaryPT$0--
Jane MahoneyDirector-$0--
Michael FeketeTreasurerPT$0--
Dr Mary SpaethDirector-$0--
George BrewePresidentPT$0--
Jordan BeselerDirector-$0--
Clark YolitzPresident-Elect-$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
George Brewe
Title
President
Signed
2021-07-26
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 300”

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

“Web services 258”

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

“Dues 7,335”

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

“Awards 155”

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

“Meeting meals 210”

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

“Board meetings 36”

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

“Christmas project 1,165”

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

“Chamber dues 181”

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

“Youth Volunteer awards 100”

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

“Office 57”

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

“Member receivable Beginning of year 1,876, End of year 1,143”

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

“Prepaid expenses Beginning of year 344, End of year 315”

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

“Encumbered assets Beginning of year 1,325, End of year 5,993”

Raw XML Appendix152 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/BOYAmt030409
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03108
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7897
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032629
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08900
IRS990EZ/GrossReceiptsAmt010800
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07654
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031304
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031304
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
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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/PersonNm1Jane Mahoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fekete
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dr Mary Spaeth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Brewe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jordan Beseler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Clark Yolitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President-elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02220
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01458
IRS990EZ/OtherExpensesTotalAmt09797
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fellowship of individuals who are focused on supporting their community and building bridges between nations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community and local service including Literacy, Community grants and Sr high lock-in
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1International Projects including Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08665
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01325
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05993
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018697
IRS990EZ/TotalProgramServiceExpensesAmt010165
IRS990EZ/TotalRevenueAmt010800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.menomonierotary.org
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Web services 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 7,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Awards 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting meals 210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board meetings 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Christmas project 1,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chamber dues 181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Youth Volunteer awards 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Member receivable Beginning of year 1,876, End of year 1,143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid expenses Beginning of year 344, End of year 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Encumbered assets Beginning of year 1,325, End of year 5,993
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0George Brewe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-26
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/PreparationDt02021-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fekete
ReturnHeader/ReturnTs02021-07-26T08:32:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brewe
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,400
Liabilities
$5,993
Net assets
$23,407
Revenue
$10,800
Expenses
$18,697
Net income
-$7,897
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