Civic Intelligence

The Rotary Club of Sturgeon Bay

990EZ • Fiscal year 2019 • EIN 39-6081091

Jul 01, 2018 to Jun 30, 2019 • Filed on May 09, 2020

PO Box 81Sturgeon Bay, WI 54235

(920) 854-2142

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.07x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-6.5%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$39,811

Down $6,726 (-14%) from 2018

Net Assets

Down

$34,421

Down $5,557 (-14%) from 2018

Liabilities

Down

$5,390

Down $1,169 (-18%) from 2018

Revenue

Down

$82,100

Down $5,749 (-6.5%) from 2018

Expenses

Up

$87,657

Up $9,962 (+13%) from 2018

Net Income

Down

-$5,557

Down $15,711 (-155%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $37,528Liabilities 2010: $11,327Net Assets 2010: $26,2012010Assets 2011: $17,032Liabilities 2011: $8,113Net Assets 2011: $8,9192011Assets 2012: $20,815Liabilities 2012: $3,498Net Assets 2012: $17,3172012Assets 2014: $19,924Liabilities 2014: $1,069Net Assets 2014: $18,8552014Assets 2015: $26,366Liabilities 2015: $3,102Net Assets 2015: $23,2642015Assets 2016: $29,635Liabilities 2016: $5,666Net Assets 2016: $23,9692016Assets 2017: $29,824Liabilities 2017: $0Net Assets 2017: $29,8242017Assets 2018: $46,537Liabilities 2018: $6,559Net Assets 2018: $39,9782018Assets 2019: $39,811Liabilities 2019: $5,390Net Assets 2019: $34,4212019Assets 2020: $48,286Liabilities 2020: $23,050Net Assets 2020: $25,2362020Assets 2021: $43,820Liabilities 2021: $5,932Net Assets 2021: $37,8882021Assets 2022: $62,092Liabilities 2022: $5,050Net Assets 2022: $57,0422022Assets 2023: $74,879Liabilities 2023: $100Net Assets 2023: $74,7792023Assets 2024: $72,514Liabilities 2024: $8,146Net Assets 2024: $64,3682024

Highlighted filing

2019

Assets$39,811
Liabilities$5,390
Net Assets$34,421

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $115,635Expenses 2010: $107,036Net Income 2010: $8,5992010Revenue 2011: $93,923Expenses 2011: $111,205Net Income 2011: -$17,2822011Revenue 2012: $97,435Expenses 2012: $89,036Net Income 2012: $8,3992012Revenue 2014: $106,538Expenses 2014: $104,978Net Income 2014: $1,5602014Revenue 2015: $99,750Expenses 2015: $95,341Net Income 2015: $4,4092015Revenue 2016: $82,905Expenses 2016: $82,200Net Income 2016: $7052016Revenue 2017: $84,595Expenses 2017: $78,740Net Income 2017: $5,8552017Revenue 2018: $87,849Expenses 2018: $77,695Net Income 2018: $10,1542018Revenue 2019: $82,100Expenses 2019: $87,657Net Income 2019: -$5,5572019Revenue 2020: $48,431Expenses 2020: $57,615Net Income 2020: -$9,1842020Revenue 2021: $49,115Expenses 2021: $36,463Net Income 2021: $12,6522021Revenue 2022: $89,549Expenses 2022: $70,395Net Income 2022: $19,1542022Revenue 2023: $68,019Expenses 2023: $50,282Net Income 2023: $17,7372023Revenue 2024: $58,579Expenses 2024: $68,990Net Income 2024: -$10,4112024

Highlighted filing

2019

Revenue$82,100
Expenses$87,657
Net Income-$5,557
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 9, 2020
Return Version
2018v3.2
Gross Receipts
$83,566
Mission and Program Overview

Mission

The rotary club of sturgeon bay believes in service above self as it relates to members in their workplaces, community, and throughout the world. We are an active, diverse, fun-loving club that works to foster youth and adult leadership through service projects, fellowship, and education. We promote world peace through youth and adult exchange programs.

Program Services

DescriptionGrantsExpenses
COMMUNITY & INTERNATIONAL SERVICE AND CHARITY$21,350$78,295
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK JINKINSPresidentPT$0--
G MARK NELSONPresident El-$0--
SEAN LINNANPresident El-$0--
DOUG WILLIAMSTreasurerPT$0--
TRUDY HERBSTSecretary-$0--
CHERYL TIEMANPast Preside-$0--
JOHN SWANSONDirector-$0--
HOLLY FELDMANDirector-$0--
NATHAN DRAGERDirector-$0--
JAKE RABASDirector-$0--
WENDI CARTERDirector-$0--
SCOTT BADERDirector-$0--
SUE FARLEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shipyard Tour$22,084$22,084$1,006$21,078
Total Events$22,084$22,084$1,466$20,618
Filing and Contact Details

Filer

Filer Name
The Rotary Club of Sturgeon Bay
EIN
39-6081091
Phone
9208542142
Address
PO BOX 81, STURGEON BAY, WI 54235

Signing Officer

Name
Doug Williams
Title
Treasurer
Phone
9208542142
Signed
2020-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Inge Alverson Bacon CPA
Address
253 N 1ST AVE STOP 1, STURGEON BAY, WI 54235-2500
Preparer
Inge Alverson Bacon
Phone
9204210923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

5th thursday 748 holiday party 400 total 1,148

Form 990-ez, Part I, Line 10

District 6220 dues 5,307 2360 duck creek parkway green bay wi 54303 rotary international dues membership dues 7,788 14280 collections center dr chicago il 60693

Form 990-ez, Part I, Line 10

Class of activity: education name: door county community fd address: 222 n 3rd avenue sturgeon bay, wi 54235 cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses 6249 marketing & promotion 624 6136 supplies 1,717 6172 computer & software 538 6241 website 1,664 6121 weekly meal expense 30,326 6212 club picnic 750 6215 holiday party 911 6150 officer training 2,022 6219 5th thursday expenses 3,043 6231 new member orientation 99 6130 bank charges 652 6176 licenses & fees 10 6190 miscellaneous 3 6232 recruiting materials 234 6440 rye rotary youth ex 6,012 6520 vocational awards 308 paul harris fellowships 2,000 rounding 1 non-investment depreciation 166 total 51,080

Form 990-ez, Part II, Line 24

Accounts receivable 1,267 2,276 prepaid expenses and deferred charges 0 2,265 633 2,262 less accumulated depreciation 380 546 undeposited funds 187 0 total 1,707 6,257

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,667 5,390 pass-through liabilities 1,892 0

Form 990-ez, Part III

The rotary club of sturgeon bay believes in service above self as it relates to members in their workplaces, community, and throughout the world. We are an active, diverse, fun-loving club that works to foster youth and adult leadership through service projects, fellowship, and education. We promote world peace through youth and adult exchange programs.

Raw XML Appendix182 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05TH THURSDAY 748 HOLIDAY PARTY 400 TOTAL 1,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT 6220 DUES 5,307 2360 DUCK CREEK PARKWAY GREEN BAY WI 54303 ROTARY INTERNATIONAL DUES MEMBERSHIP DUES 7,788 14280 COLLECTIONS CENTER DR CHICAGO IL 60693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS OF ACTIVITY: EDUCATION NAME: DOOR COUNTY COMMUNITY FD ADDRESS: 222 N 3RD AVENUE STURGEON BAY, WI 54235 CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES 6249 MARKETING & PROMOTION 624 6136 SUPPLIES 1,717 6172 COMPUTER & SOFTWARE 538 6241 WEBSITE 1,664 6121 WEEKLY MEAL EXPENSE 30,326 6212 CLUB PICNIC 750 6215 HOLIDAY PARTY 911 6150 OFFICER TRAINING 2,022 6219 5TH THURSDAY EXPENSES 3,043 6231 NEW MEMBER ORIENTATION 99 6130 BANK CHARGES 652 6176 LICENSES & FEES 10 6190 MISCELLANEOUS 3 6232 RECRUITING MATERIALS 234 6440 RYE ROTARY YOUTH EX 6,012 6520 VOCATIONAL AWARDS 308 PAUL HARRIS FELLOWSHIPS 2,000 ROUNDING 1 NON-INVESTMENT DEPRECIATION 166 TOTAL 51,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 1,267 2,276 PREPAID EXPENSES AND DEFERRED CHARGES 0 2,265 633 2,262 LESS ACCUMULATED DEPRECIATION 380 546 UNDEPOSITED FUNDS 187 0 TOTAL 1,707 6,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,667 5,390 PASS-THROUGH LIABILITIES 1,892 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ROTARY CLUB OF STURGEON BAY BELIEVES IN SERVICE ABOVE SELF AS IT RELATES TO MEMBERS IN THEIR WORKPLACES, COMMUNITY, AND THROUGHOUT THE WORLD. WE ARE AN ACTIVE, DIVERSE, FUN-LOVING CLUB THAT WORKS TO FOSTER YOUTH AND ADULT LEADERSHIP THROUGH SERVICE PROJECTS, FELLOWSHIP, AND EDUCATION. WE PROMOTE WORLD PEACE THROUGH YOUTH AND ADULT EXCHANGE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.08$0.64$0.59$0.69$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.68$0.50$0.18
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.62$0.05$0.57$0.90$0.70$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.06$0.38$0.49$0.36$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.23$0.25$0.48$0.58$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.05$0.34$0.82$0.88$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.07$0.40$0.88$0.78$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.85$0.79$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.06$0.24$0.83$0.82$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.03$0.23$1.00$0.95$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.01$0.19$1.07$1.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.17$0.97$0.89$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.08$0.09$0.94$1.11$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.11$0.26$1.16$1.07$0.09