Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 39-6078403

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

P O Box 272Columbus, WI 53925

(920) 623-1370

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

56th percentile

12%

Higher net margin than 56% 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

53rd percentile

4.7%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$43,634

Up $1,950 (+4.7%) from 2020

Net Assets

$43,634

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$16,487

Down $3,279 (-17%) from 2020

Expenses

Down

$14,537

Down $2,341 (-14%) from 2020

Net Income

Down

$1,950

Down $938 (-32%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $41,572Liabilities 2012: $3002012Assets 2013: $38,764Liabilities 2013: $02013Assets 2014: $37,552Liabilities 2014: $02014Assets 2015: $41,664Liabilities 2015: $5752015Assets 2016: $43,508Liabilities 2016: $2502016Assets 2017: $38,276Liabilities 2017: $2502017Assets 2018: $37,911Liabilities 2018: $2,0412018Assets 2019: $42,193Liabilities 2019: $3,3972019Assets 2020: $41,684Liabilities 2020: $02020Assets 2021: $43,634Liabilities 2021: $0Net Assets 2021: $43,6342021Assets 2022: $41,762Liabilities 2022: $0Net Assets 2022: $41,7622022Assets 2023: $38,089Liabilities 2023: $0Net Assets 2023: $38,0892023Assets 2024: $39,354Net Assets 2024: $39,3542024

Highlighted filing

2021

Assets$43,634
Liabilities$0
Net Assets$43,634

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $31,983Expenses 2012: $16,168Net Income 2012: $15,8152012Revenue 2013: $30,737Expenses 2013: $33,245Net Income 2013: -$2,5082013Revenue 2014: $26,007Expenses 2014: $27,219Net Income 2014: -$1,2122014Revenue 2015: $28,860Expenses 2015: $25,323Net Income 2015: $3,5372015Revenue 2016: $30,328Expenses 2016: $28,159Net Income 2016: $2,1692016Revenue 2017: $47,835Expenses 2017: $53,067Net Income 2017: -$5,2322017Revenue 2018: $18,865Expenses 2018: $21,021Net Income 2018: -$2,1562018Revenue 2019: $17,918Expenses 2019: $14,992Net Income 2019: $2,9262019Revenue 2020: $19,766Expenses 2020: $16,878Net Income 2020: $2,8882020Revenue 2021: $16,487Expenses 2021: $14,537Net Income 2021: $1,9502021Revenue 2022: $15,744Expenses 2022: $17,616Net Income 2022: -$1,8722022Revenue 2023: $15,670Expenses 2023: $19,343Net Income 2023: -$3,6732023Revenue 2024: $18,056Expenses 2024: $16,791Net Income 2024: $1,2652024

Highlighted filing

2021

Revenue$16,487
Expenses$14,537
Net Income$1,950
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.1
Gross Receipts
$23,172
Mission and Program Overview

Mission

Service to members & community

Program Services

DescriptionGrantsExpenses
Columbus/Fall River Rotary's purpose is to provide serviceto members and the local and international community$9,391$14,537
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian ZachoPres-$0--
Anne DonahuePast Pres-$0--
Kristi LineTreas-$0--
-Sec-$0--
Brent Van GyselPresident Elect-$0--
Marilyn GreenYouth Exchange-$0--
Les WilkenSergeant-At-Arms-$0--
Carol ValleyBoard Member-$0--
Ilse EsveldBoard Member-$0--
Henry St MauriceBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-6078403
Phone
9206231370
Address
P O Box 272, Columbus, WI 53925

Signing Officer

Name
Kristi Line
Title
Treas
Phone
9206231370
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Carol A Valley CPA SC
Address
134 N Dickason Blvd, Columbus, WI 53925
Preparer
Carol A Valley
Phone
9206234905
Supplemental Narrative

Additional Explanations

Other

See Attached Schedules

Form 990EZ, Part I, Line 8

Weekly member collections 47.

Form 990EZ, Part I, Line 8

Miscellaneous income 1971.

Form 990EZ, Part I, Line 10

Service to Community; Providing Park for Community; Rotary Park Maintenance: Rotary Park, Columbus, WI, 53925; Payments made, 4191.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Tanner Kirchberg: , , , ; Not Related, 800.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Madalyn Sauer: , , , ; Not Related, 800.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Cale Denk: , , , ; Not Related, 800.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Molly Simons: , , , ; Not Related, 800.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Ireland Coughlin: , , , ; Not Related, 1000.

Form 990EZ, Part I, Line 10

Service to Community; Scholarship; Megan Challoner: , , , ; Not Related, 1000.

Form 990EZ, Part I, Line 16

Insurance 100.

Form 990EZ, Part I, Line 16

Office supplies 85.

Form 990EZ, Part I, Line 16

PO box rental 87.

Form 990EZ, Part I, Line 16

Forum expense 250.

Form 990EZ, Part I, Line 16

Miscellaneous 242.

Form 990EZ, Part I, Line 16

Interact Club Expenses 42.

Form 990EZ, Part I, Line 16

Licenses and Permits 26.

Form 990EZ, Part II, Line 24

2 Sh Columbus Popcorn Wagon, Inc. 200. 200.

Form 990EZ, Part II, Line 24

Due from members 418. 424.

Form 990EZ, Part II, Line 24

Columbus/Fall River Good Works Fund 1366. 1366.

Form 990EZ, Part II, Line 24

Undeposited Funds 2850. 1825.

Raw XML Appendix224 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Rick Rexrode
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Zacho
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anne Donahue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristi Line
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brent Van Gysel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marilyn Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Les Wilken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carol Valley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ilse Esveld
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Henry St Maurice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Youth Exchange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Sergeant-at-arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04834
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03815
IRS990EZ/OtherExpensesTotalAmt0832
IRS990EZ/OtherRevenueTotalAmt02018
IRS990EZ/PrimaryExemptPurposeTxt0Service to members & community
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Columbus/Fall River Rotary's purpose is to provide serviceto members and the local and international community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014537
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0788
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06685
IRS990EZ/SpecialEventsNetIncomeLossAmt09650
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014537
IRS990EZ/TotalProgramServiceExpensesAmt014537
IRS990EZ/TotalRevenueAmt016487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt06650
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt06650
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06685
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt015153
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt015153
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08468
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt035
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt035
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingOwnFacilityPct00.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Kristi Line
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01515 Park Ave
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Columbus
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd053925
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See Attached Schedules
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Weekly member collections 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous income 1971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Service to Community; Providing Park for Community; Rotary Park Maintenance: Rotary Park, Columbus, WI, 53925; Payments made, 4191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Service to Community; Scholarship; Tanner Kirchberg: , , , ; Not Related, 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Service to Community; Scholarship; Madalyn Sauer: , , , ; Not Related, 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Service to Community; Scholarship; Cale Denk: , , , ; Not Related, 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Service to Community; Scholarship; Molly Simons: , , , ; Not Related, 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Service to Community; Scholarship; Ireland Coughlin: , , , ; Not Related, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Service to Community; Scholarship; Megan Challoner: , , , ; Not Related, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office supplies 85.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PO box rental 87.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Forum expense 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous 242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Interact Club Expenses 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Licenses and Permits 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt172 Sh Columbus Popcorn Wagon, Inc. 200. 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Due from members 418. 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Columbus/Fall River Good Works Fund 1366. 1366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Undeposited Funds 2850. 1825.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristi Line
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum09206231370
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396078403
ReturnHeader/Filer/PhoneNum09206231370
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 272
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol A Valley CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 N Dickason Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053925
ReturnHeader/PreparerPersonGrp/PhoneNum09206234905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol A Valley
ReturnHeader/ReturnTs02022-05-10T07:43:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristi
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Line
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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