Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2014 • EIN 41-0873284

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization ProfileWWW.ROCHESTERROTARYCLUBS.ORG
2212 2nd Street SWRochester, MN 55902

(507) 252-0085

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.05x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-30%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

7.7%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$35,629

Down $14,992 (-30%) from 2013

Net Assets

$31,583

No earlier filing loaded for comparison.

Liabilities

Down

$4,046

Down $17,671 (-81%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin51st percentile

Revenue

Up

$80,578

Up $5,768 (+7.7%) from 2013

Expenses

Down

$77,899

Down $6,035 (-7.2%) from 2013

Net Income

Up

$2,679

Up $11,803 (+129%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60K$40K$20K$0Assets 2011: $34,251Liabilities 2011: $5,389Net Assets 2011: $28,8622011Assets 2012: $40,920Liabilities 2012: $2,892Net Assets 2012: $38,0282012Assets 2013: $50,621Liabilities 2013: $21,7172013Assets 2014: $35,629Liabilities 2014: $4,046Net Assets 2014: $31,5832014Assets 2015: $35,644Liabilities 2015: $1,649Net Assets 2015: $33,9952015Assets 2016: $59,985Liabilities 2016: $30,961Net Assets 2016: $29,0242016Assets 2017: $23,291Liabilities 2017: $642Net Assets 2017: $22,6492017Assets 2018: $36,705Liabilities 2018: $25,745Net Assets 2018: $10,9602018Assets 2019: $11,602Liabilities 2019: $3,086Net Assets 2019: $8,5162019Assets 2020: $35,238Liabilities 2020: $30,423Net Assets 2020: $4,8152020Assets 2021: $43,656Liabilities 2021: $21,363Net Assets 2021: $22,2932021Assets 2022: $38,074Liabilities 2022: $14,106Net Assets 2022: $23,9682022Assets 2023: $49,903Liabilities 2023: $24,3912023Assets 2024: $34,944Liabilities 2024: $16,115Net Assets 2024: $18,8292024

Highlighted filing

2014

Assets$35,629
Liabilities$4,046
Net Assets$31,583
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2011: $90,600Expenses 2011: $97,795Net Income 2011: -$7,1952011Revenue 2012: $99,688Expenses 2012: $90,522Net Income 2012: $9,1662012Revenue 2013: $74,810Expenses 2013: $83,934Net Income 2013: -$9,1242013Revenue 2014: $80,578Expenses 2014: $77,899Net Income 2014: $2,6792014Revenue 2015: $81,406Expenses 2015: $78,994Net Income 2015: $2,4122015Revenue 2016: $72,784Expenses 2016: $77,755Net Income 2016: -$4,9712016Revenue 2017: $75,483Expenses 2017: $81,858Net Income 2017: -$6,3752017Revenue 2018: $70,777Expenses 2018: $82,466Net Income 2018: -$11,6892018Revenue 2019: $85,523Expenses 2019: $87,967Net Income 2019: -$2,4442019Revenue 2020: $83,466Expenses 2020: $87,167Net Income 2020: -$3,7012020Revenue 2021: $56,957Expenses 2021: $39,479Net Income 2021: $17,4782021Revenue 2022: $42,133Expenses 2022: $40,458Net Income 2022: $1,6752022Revenue 2023: $44,077Expenses 2023: $42,533Net Income 2023: $1,5442023Revenue 2024: $29,934Expenses 2024: $36,617Net Income 2024: -$6,6832024

Highlighted filing

2014

Revenue$80,578
Expenses$77,899
Net Income$2,679
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$80,578
Mission and Program Overview

Mission

Community and international humanitarian service

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP CAMP - A HIGH SCHOOL STUDENT WAS SENT TO ST. PAUL, MINNESOTA FOR A THREE DAY CONFERENCE ON LEADERSHIP. (NOTE: ALL OTHER PROGRAMS FUNDED THRU THE ROTARY CLUB OF ROCHESTER FOUNDATION)-$100
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORIE LUEDKEPast Preside-$0--
VICKI ALLENPresident-$0--
PAUL TIESKOETTERPresident El-$0--
STACEY VANDEN HEUVELSecretary-$0--
DANAE OSTERNTreasurer-$0--
BRIAN WELKEDirector-$0--
SUE JOHNSONDirector-$0--
FRED SUHLERDirector-$0--
ANNE BERBERICHDirector-$0--
DIANE ILSTRUPDirector-$0--
STEVE COURTSDirector-$0--
Filing and Contact Details

Filer

EIN
41-0873284
Phone
5072520085

Signing Officer

Name
Paul Tieskoetter
Title
President
Phone
5072520085
Signed
2015-02-11

Preparer

Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 5,221 total 5,221”

Form 990-ez, Part I, Line 16

“Expenses office expense 1,616 conventions & meetings 4,159 rotary intl & dist dues 24,859 director expense 518 rotary intl supplies 515 miscellaneous 480 program expense 613 rotary information 396 membership development 333 leadership conference 100 holiday luncheon 533 credit card fees 430 charter nights 59 audio visual fees 3,548 total 38,159”

Form 990-ez, Part II, Line 24

“Prepaid expenses 0 360 total 0 360”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,252 3,121 deferred revenue 18,415 0 due to roch rotary foundation 50 925”

Raw XML Appendix144 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LORIE LUEDKE
CompensationExplanation/CompensationExplanationGrp/PersonNm1VICKI ALLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2PAUL TIESKOETTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3STACEY VANDEN HEUVEL
CompensationExplanation/CompensationExplanationGrp/PersonNm4DANAE OSTERN
CompensationExplanation/CompensationExplanationGrp/PersonNm5BRIAN WELKE
CompensationExplanation/CompensationExplanationGrp/PersonNm6SUE JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm7FRED SUHLER
CompensationExplanation/CompensationExplanationGrp/PersonNm8ANNE BERBERICH
CompensationExplanation/CompensationExplanationGrp/PersonNm9DIANE ILSTRUP
CompensationExplanation/CompensationExplanationGrp/PersonNm10STEVE COURTS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH KARSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum05072520085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102212 2ND ST SW
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050621
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02679
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035629
IRS990EZ/GrossReceiptsAmt080578
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt045
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt075312
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031583
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031583
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORIE LUEDKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKI ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL TIESKOETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACEY VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANAE OSTERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN WELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRED SUHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANNE BERBERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DIANE ILSTRUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10STEVE COURTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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/EOYAmt0360
IRS990EZ/OtherExpensesTotalAmt038159
IRS990EZ/OtherRevenueTotalAmt05221
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY YOUTH LEADERSHIP CAMP - A HIGH SCHOOL STUDENT WAS SENT TO ST. PAUL, MINNESOTA FOR A THREE DAY CONFERENCE ON LEADERSHIP. (NOTE: ALL OTHER PROGRAMS FUNDED THRU THE ROTARY CLUB OF ROCHESTER FOUNDATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039740
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021717
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077899
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt080578
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 5,221 TOTAL 5,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,616 CONVENTIONS & MEETINGS 4,159 ROTARY INTL & DIST DUES 24,859 DIRECTOR EXPENSE 518 ROTARY INTL SUPPLIES 515 MISCELLANEOUS 480 PROGRAM EXPENSE 613 ROTARY INFORMATION 396 MEMBERSHIP DEVELOPMENT 333 LEADERSHIP CONFERENCE 100 HOLIDAY LUNCHEON 533 CREDIT CARD FEES 430 CHARTER NIGHTS 59 AUDIO VISUAL FEES 3,548 TOTAL 38,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES 0 360 TOTAL 0 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,252 3,121 DEFERRED REVENUE 18,415 0 DUE TO ROCH ROTARY FOUNDATION 50 925
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL TIESKOETTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072520085
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0410873284
ReturnHeader/Filer/PhoneNum05072520085
ReturnHeader/Filer/USAddress/AddressLine102212 2ND STREET SW
ReturnHeader/Filer/USAddress/City0ROCHESTER
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471153893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NIETZ & EVERSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102212 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0559020824
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02015-02-12T06:46:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,629
Liabilities
$4,046
Net assets
$31,583
Revenue
$80,578
Expenses
$77,899
Net income
$2,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$16.1$18.8$29.9$36.6$6.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$24.4$44.1$42.5$1.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$14.1$24.0$42.1$40.5$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$21.4$22.3$57.0$39.5$17.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$30.4$4.82$83.5$87.2$3.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$3.09$8.52$85.5$88.0$2.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$25.7$11.0$70.8$82.5$11.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.64$22.6$75.5$81.9$6.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$31.0$29.0$72.8$77.8$4.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$1.65$34.0$81.4$79.0$2.41
2014Detailed filing. Detailed filing data is available for this year.$35.6$4.05$31.6$80.6$77.9$2.68
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$21.7$74.8$83.9$9.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$2.89$38.0$99.7$90.5$9.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$5.39$28.9$90.6$97.8$7.20