Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2015 • EIN 41-0873284

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

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

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

1.0%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$35,644

Up $15 (+0.0%) from 2014

Net Assets

Up

$33,995

Up $2,412 (+7.6%) from 2014

Liabilities

Down

$1,649

Down $2,397 (-59%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin50th percentile

Revenue

Up

$81,406

Up $828 (+1.0%) from 2014

Expenses

Up

$78,994

Up $1,095 (+1.4%) from 2014

Net Income

Down

$2,412

Down $267 (-10.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2015

Assets$35,644
Liabilities$1,649
Net Assets$33,995
Open 2015 Filing

Operations Trend

Revenue Growth52nd 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

2015

Revenue$81,406
Expenses$78,994
Net Income$2,412
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$81,406
Mission and Program Overview

Mission

Community and international humanitarian service

Program Services

DescriptionGrantsExpenses
STUDENT GUESTS. STUDENTS ARE INVITED TO BE RECOGNIZED FOR THEIR ACHEIVEMENTS IN SCHOOL AT A DESIGNATED MEETING. (NOTE: ALL OTHER PROGRAMS FUNDED THRU THE ROTARY CLUB OF ROCHESTER FOUNDATION)-$285
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL TIESKOETTERPresident-$0--
BILL WIKTORPresident El-$0--
MAURICE REINERTreasurer-$0--
MARK NOBLESecretary-$0--
STACEY VANDEN HEUVELPres Elect N-$0--
VICKI ALLENPast Preside-$0--
BRIAN WELKEDirector-$0--
COLIN ALDISDirector-$0--
FRED SUHLERDirector-$0--
KATHY LESSARDDirector-$0--
BARI AMADIODirector-$0--
STEVE COURTSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rochester
EIN
41-0873284
Phone
5072520085
Address
2212 2ND STREET SW, ROCHESTER, MN 55902

Signing Officer

Name
Bill Wiktor
Title
President
Phone
5072520085
Signed
2016-05-09

Preparer

Firm
Nietz & Eversman LLC
Address
2212 2ND ST SW, ROCHESTER, MN 55902-0824
Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 3,800 total 3,800”

Form 990-ez, Part I, Line 16

“Expenses office expense 1,519 conventions & meetings 3,152 rotary intl & dist dues 24,300 director expense 527 rotary intl supplies 499 miscellaneous 1,374 program expense 1,632 rotary information 497 membership development 469 student guests 285 holiday luncheon 500 credit card fees 433 audio visual fees 2,031 president's fund 477 total 37,695”

Form 990-ez, Part II, Line 24

“Prepaid expenses 360 0 total 360 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,121 1,121 due to roch rotary foundation 925 0 ibm grant to be spent 0 528”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH KARSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum05072520085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02212 2ND ST SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035269
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035644
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02412
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035629
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035644
IRS990EZ/GrossReceiptsAmt081406
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077552
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033995
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033995
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/AverageHrsPerWkDevotedToPosRt111.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL TIESKOETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL WIKTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAURICE REINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK NOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACEY VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICKI ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN WELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLIN ALDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRED SUHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHY LESSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARI AMADIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEVE COURTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES ELECT N
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0360
IRS990EZ/OtherExpensesTotalAmt037695
IRS990EZ/OtherRevenueTotalAmt03800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT GUESTS. STUDENTS ARE INVITED TO BE RECOGNIZED FOR THEIR ACHEIVEMENTS IN SCHOOL AT A DESIGNATED MEETING. (NOTE: ALL OTHER PROGRAMS FUNDED THRU THE ROTARY CLUB OF ROCHESTER FOUNDATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0285
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041299
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04046
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01649
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078994
IRS990EZ/TotalProgramServiceExpensesAmt0285
IRS990EZ/TotalRevenueAmt081406
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 3,800 TOTAL 3,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,519 CONVENTIONS & MEETINGS 3,152 ROTARY INTL & DIST DUES 24,300 DIRECTOR EXPENSE 527 ROTARY INTL SUPPLIES 499 MISCELLANEOUS 1,374 PROGRAM EXPENSE 1,632 ROTARY INFORMATION 497 MEMBERSHIP DEVELOPMENT 469 STUDENT GUESTS 285 HOLIDAY LUNCHEON 500 CREDIT CARD FEES 433 AUDIO VISUAL FEES 2,031 PRESIDENT'S FUND 477 TOTAL 37,695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES 360 0 TOTAL 360 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,121 1,121 DUE TO ROCH ROTARY FOUNDATION 925 0 IBM GRANT TO BE SPENT 0 528
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WIKTOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072520085
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0410873284
ReturnHeader/Filer/PhoneNum05072520085
ReturnHeader/Filer/USAddress/AddressLine1Txt02212 2ND STREET SW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471153893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ & EVERSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02212 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0559020824
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02016-05-10T05:21:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,644
Liabilities
$1,649
Net assets
$33,995
Revenue
$81,406
Expenses
$78,994
Net income
$2,412
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
2015Detailed filing. Detailed filing data is available for this year.$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