Civic Intelligence

Rotary International Cedarburg Grafton

990EZ • Fiscal year 2023 • EIN 39-6096700

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 14, 2023

PO Box 194Cedarburg, WI 53012

(262) 375-3536

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-0.6%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$5,840

Down $21,416 (-79%) from 2022

Net Assets

Down

$5,840

Down $4,709 (-45%) from 2022

Liabilities

Down

$0

Down $16,707 (-100%) from 2022

Revenue

Down

$45,303

Down $274 (-0.6%) from 2022

Expenses

Up

$50,012

Up $7,189 (+17%) from 2022

Net Income

Down

-$4,709

Down $7,463 (-271%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $39,662Liabilities 2011: $14,128Net Assets 2011: $25,5342011Assets 2012: $26,800Liabilities 2012: $3,142Net Assets 2012: $23,6582012Assets 2013: $44,130Liabilities 2013: $21,193Net Assets 2013: $22,9372013Assets 2014: $33,501Liabilities 2014: $1,773Net Assets 2014: $31,7282014Assets 2015: $25,251Liabilities 2015: $02015Assets 2016: $42,980Liabilities 2016: $5,8872016Assets 2017: $23,725Liabilities 2017: $1,8502017Assets 2018: $40,543Liabilities 2018: $2,2172018Assets 2019: $54,477Liabilities 2019: $7,2062019Assets 2020: $7,383Liabilities 2020: $02020Assets 2021: $7,795Liabilities 2021: $0Net Assets 2021: $7,7952021Assets 2022: $27,256Liabilities 2022: $16,707Net Assets 2022: $10,5492022Assets 2023: $5,840Liabilities 2023: $0Net Assets 2023: $5,8402023Assets 2024: $4,268Liabilities 2024: $0Net Assets 2024: $4,2682024Assets 2025: $4,481Liabilities 2025: $0Net Assets 2025: $4,4812025

Highlighted filing

2023

Assets$5,840
Liabilities$0
Net Assets$5,840

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $53,355Expenses 2011: $49,094Net Income 2011: $4,2612011Revenue 2012: $54,021Expenses 2012: $55,897Net Income 2012: -$1,8762012Revenue 2013: $53,325Expenses 2013: $54,046Net Income 2013: -$7212013Revenue 2014: $127,428Expenses 2014: $118,637Net Income 2014: $8,7912014Revenue 2015: $128,348Expenses 2015: $134,826Net Income 2015: -$6,4782015Revenue 2016: $151,235Expenses 2016: $139,394Net Income 2016: $11,8412016Revenue 2017: $135,565Expenses 2017: $154,269Net Income 2017: -$18,7042017Revenue 2018: $150,609Expenses 2018: $133,792Net Income 2018: $16,8172018Revenue 2019: $59,173Expenses 2019: $50,228Net Income 2019: $8,9452019Revenue 2020: $46,973Expenses 2020: $36,861Net Income 2020: $10,1122020Revenue 2021: $41,073Expenses 2021: $40,541Net Income 2021: $5322021Revenue 2022: $45,577Expenses 2022: $42,823Net Income 2022: $2,7542022Revenue 2023: $45,303Expenses 2023: $50,012Net Income 2023: -$4,7092023Revenue 2024: $54,605Expenses 2024: $56,177Net Income 2024: -$1,5722024Revenue 2025: $58,943Expenses 2025: $58,730Net Income 2025: $2132025

Highlighted filing

2023

Revenue$45,303
Expenses$50,012
Net Income-$4,709
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 14, 2023
Return Version
2022v5.0
Gross Receipts
$45,303
Mission and Program Overview

Mission

Rotary club- membership organization

Program Services

DescriptionGrantsExpenses
MEETINGS, CLUB FUNCTIONS AND ASSESSMENTS$0$36,621
SUPPLIES AND MISCELLANEOUS$0$6,712
DUES PAID TO ROTARY INTERNATIONAL AND DISTRICT$0$6,679
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL ALEXANDER COUTTSDirector-$0--
BRIAN COLLINSDirector-$0--
RON KNAUSDirector-$0--
LAYTON OLSENDirector-$0--
GAIL OSTERMANNDirector-$0--
CINDY PETTEDDirector-$0--
PATRICIA THOMEDirector-$0--
PAUL RADKEDirector-$0--
MELISSA WRAALANDPresident-$0--
MINAL HAHNSecretary-$0--
LINDA EASTWOODPast President-$0--
MIKE HERBRANDPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Cedarburg Grafton
EIN
39-6096700
Phone
2623753536
Address
PO BOX 194, CEDARBURG, WI 53012

Signing Officer

Name
Richard a Dieffenbach
Title
Treasurer
Phone
2623753536
Signed
2023-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
11501 N PORT WASHINGTON ROAD SUITE, 220, MEQUON, WI 53092
Preparer
Holly Muehl-pett CPA
Phone
2622439610
Supplemental Narrative

Additional Explanations

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

Description: meeting expenses. Amount: 36,621. Description: rotary international and district dues. Amount: 6,679. Description: marketing. Amount: 1,763. Description: chamber of commerce dues. Amount: 400. Description: technology. Amount: 1,949. Description: apparel and awards. Amount: 1,009. Description: supplies and miscellaneous. Amount: 1,591. Total to form 990-ez, line 16: 50,012.

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

Description: accounts receivable. Beg. Of year amount: 579. End of year amount: 480. Description: prepaid expenses. Beg. Of year amount: 900. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,425. End of year amount: 0. Description: due to foundation. Beg. Of year amount: 15,282. End of year amount: 0.

Raw XML Appendix180 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/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL ALEXANDER COUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN COLLINS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB- MEMBERSHIP ORGANIZATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DUES PAID TO ROTARY INTERNATIONAL AND DISTRICT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16679
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt045303
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0CEDARBURGGRAFTONROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSES. AMOUNT: 36,621. DESCRIPTION: ROTARY INTERNATIONAL AND DISTRICT DUES. AMOUNT: 6,679. DESCRIPTION: MARKETING. AMOUNT: 1,763. DESCRIPTION: CHAMBER OF COMMERCE DUES. AMOUNT: 400. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,949. DESCRIPTION: APPAREL AND AWARDS. AMOUNT: 1,009. DESCRIPTION: SUPPLIES AND MISCELLANEOUS. AMOUNT: 1,591. TOTAL TO FORM 990-EZ, LINE 16: 50,012.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 579. END OF YEAR AMOUNT: 480. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 900. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,425. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO FOUNDATION. BEG. OF YEAR AMOUNT: 15,282. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum02623753536
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0220
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ReturnHeader/PreparerPersonGrp/PhoneNum02622439610
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY MUEHL-PETT CPA
ReturnHeader/ReturnTs02023-09-06T10:58:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIEFFENBACH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.59$0.59$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.55$0.56$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.45$0.50$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.17$0.11$0.46$0.43$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.41$0.41$0.01
2020Summary only. Only limited summary data is available for this year.$0.07$0.00$0.47$0.37$0.10
2019Summary only. Only limited summary data is available for this year.$0.54$0.07$0.59$0.50$0.09
2018Summary only. Only limited summary data is available for this year.$0.41$0.02$1.51$1.34$0.17
2017Summary only. Only limited summary data is available for this year.$0.24$0.02$1.36$1.54$0.19
2016Summary only. Only limited summary data is available for this year.$0.43$0.06$1.51$1.39$0.12
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$1.28$1.35$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$1.27$1.19$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.21$0.23$0.53$0.54$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.54$0.56$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.14$0.26$0.53$0.49$0.04