Civic Intelligence

The Rotary Club of Sturgeon Bay

990EZ • Fiscal year 2020 • EIN 39-6081091

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

PO Box 81Sturgeon Bay, WI 54235

(920) 421-0923

Siviq Scores

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

Liabilities / Assets

90th percentile

0.48x

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

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

Liabilities / Revenue

88th percentile

0.48x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

24th percentile

-19%

Higher net margin than 24% 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

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

26th percentile

-41%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Up

$48,286

Up $8,475 (+21%) from 2019

Net Assets

Down

$25,236

Down $9,185 (-27%) from 2019

Liabilities

Up

$23,050

Up $17,660 (+328%) from 2019

Revenue

Down

$48,431

Down $33,669 (-41%) from 2019

Expenses

Down

$57,615

Down $30,042 (-34%) from 2019

Net Income

Down

-$9,184

Down $3,627 (-65%) from 2019

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

2020

Assets$48,286
Liabilities$23,050
Net Assets$25,236

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

2020

Revenue$48,431
Expenses$57,615
Net Income-$9,184
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$48,834
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$18,761$53,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE MARK NELSONPresidentPT$0--
SEAN LINNANPresident El-$0--
JAKE RABASPresident El-$0--
DOUG WILLIAMSTreasurerPT$0--
TRUDY HERBSTSecretary-$0--
MARK JINKINSPast Preside-$0--
JOHN SWANSONDirector-$0--
NATHAN DRAGERDirector-$0--
WENDI CARTERDirector-$0--
SCOTT BADERDirector-$0--
SUE FARLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rotary Club of Sturgeon Bay
EIN
39-6081091
Phone
9204210923
Address
PO BOX 81, STURGEON BAY, WI 54235

Signing Officer

Name
Sean Linnan
Title
President Elect
Phone
9204210923
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Bacon CPA LLC
Address
253 N 1ST AVE STOP 7, STURGEON BAY, WI 54235
Preparer
Inge Alverson Bacon
Phone
9204210923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

District 6220 dues district dues 5,367 2360 duck creek parkway green bay wi 54303 rotary international dues international dues 7,626 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 6136 supplies 44 6172 computer & software 846 6241 website 799 6121 weekly meal expense 18,346 6212 club picnic 373 6150 officer training 783 6231 new member orientation 99 6130 bank charges 681 6232 recruiting materials 192 6440 rye rotary youth ex 1,555 6556 ryla - rotary leader 660 rounding 3 non-investment depreciation 358 total 24,739

Form 990-ez, Part II, Line 24

Accounts receivable 2,276 5,793 prepaid expenses and deferred charges 2,265 0 2,262 2,262 less accumulated depreciation 546 904 total 6,257 7,151

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,391 13,053 1151 due to charitable trust 0 8,988 1152 due to happy dollars 0 1,009

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 Appendix150 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/PersonNm0LAURI FISH
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STURGEON BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054235
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033554
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IRS990EZ/ExcessOrDeficitForYearAmt0-9184
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt01649
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt031754
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
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IRS990EZ/MembershipDuesAmt045248
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034420
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025236
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE MARK NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN LINNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAKE RABAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRUDY HERBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK JINKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NATHAN DRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WENDI CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT BADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SUE FARLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06257
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07151
IRS990EZ/OtherExpensesTotalAmt024739
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt0885
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY & INTERNATIONAL SERVICE AND CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018761
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053340
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0403
IRS990EZ/SpecialEventsNetIncomeLossAmt01542
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05391
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023050
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057615
IRS990EZ/TotalProgramServiceExpensesAmt053340
IRS990EZ/TotalRevenueAmt048431
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STURGEONBAYROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT 6220 DUES DISTRICT DUES 5,367 2360 DUCK CREEK PARKWAY GREEN BAY WI 54303 ROTARY INTERNATIONAL DUES INTERNATIONAL DUES 7,626 14280 COLLECTIONS CENTER DR CHICAGO IL 60693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: EDUCATION NAME: DOOR COUNTY COMMUNITY FD ADDRESS: 222 N 3RD AVENUE STURGEON BAY, WI 54235 CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES 6136 SUPPLIES 44 6172 COMPUTER & SOFTWARE 846 6241 WEBSITE 799 6121 WEEKLY MEAL EXPENSE 18,346 6212 CLUB PICNIC 373 6150 OFFICER TRAINING 783 6231 NEW MEMBER ORIENTATION 99 6130 BANK CHARGES 681 6232 RECRUITING MATERIALS 192 6440 RYE ROTARY YOUTH EX 1,555 6556 RYLA - ROTARY LEADER 660 ROUNDING 3 NON-INVESTMENT DEPRECIATION 358 TOTAL 24,739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 2,276 5,793 PREPAID EXPENSES AND DEFERRED CHARGES 2,265 0 2,262 2,262 LESS ACCUMULATED DEPRECIATION 546 904 TOTAL 6,257 7,151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,391 13,053 1151 DUE TO CHARITABLE TRUST 0 8,988 1152 DUE TO HAPPY DOLLARS 0 1,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN LINNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum09204210923
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROTARY CLUB OF STURGEON BAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt06220
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396081091
ReturnHeader/Filer/PhoneNum09204210923
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81
ReturnHeader/Filer/USAddress/CityNm0STURGEON BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054235
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851076316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0253 N 1ST AVE STOP 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STURGEON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054235
ReturnHeader/PreparerPersonGrp/PhoneNum09204210923
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0INGE ALVERSON BACON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T13:03:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits