Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2016 • EIN 41-0873284

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

91st percentile

0.52x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

68%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-11%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$59,985

Up $24,341 (+68%) from 2015

Net Assets

Down

$29,024

Down $4,971 (-15%) from 2015

Liabilities

Up

$30,961

Up $29,312 (+1778%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin28th percentile

Revenue

Down

$72,784

Down $8,622 (-11%) from 2015

Expenses

Down

$77,755

Down $1,239 (-1.6%) from 2015

Net Income

Down

-$4,971

Down $7,383 (-306%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$59,985
Liabilities$30,961
Net Assets$29,024
Open 2016 Filing

Operations Trend

Revenue Growth29th 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

2016

Revenue$72,784
Expenses$77,755
Net Income-$4,971
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$72,784
Mission and Program Overview

Mission

Community and international humanitarian service

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB OF ROCHESTER HONORS ONE HIGH SCHOOL SENIOR FROM EACH OF OUR FOUR HIGH SCHOOLS EACH YEAR WITH A SERVICE ABOVE SELF AWARD. HONOREES ARE CHOSEN FOR THEIR DEDICATION TO SERVICE AND GOOD WORKS IN OUR COMMUNITY.-$198
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL WIKTORPresident-$0--
STACEY VANDEN HEUVELPresident El-$0--
JOSEF CHLACHULATreasurer-$0--
LOIS NIETZSecretary-$0--
JANICE DOMKEPres Elect N-$0--
PAUL TIESKOETTERPast Preside-$0--
COLIN ALDISDirector-$0--
HEATHER HOLMESDirector-$0--
KATHY LESSARDDirector-$0--
LARRY KOSHIREDirector-$0--
BARI AMADIODirector-$0--
ALISON GOODDirector-$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
Stacey Vanden Heuvel
Title
President Elect
Phone
5072850398
Signed
2017-05-15

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 4,850 total 4,850”

Form 990-ez, Part I, Line 16

“Expenses office expense 1,530 conventions & meetings 5,738 rotary intl & dist dues 23,079 director expense 538 rotary intl supplies 603 miscellaneous 489 program expense 2,051 rotary information 351 holiday luncheon 474 credit card fees 651 president's fund 200 public relations/image 200 sas program 198 total 36,102”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,121 30,433 ibm grant to be spent 528 528”

Raw XML Appendix134 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/BOYAmt035644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059985
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4971
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059985
IRS990EZ/GrossReceiptsAmt072784
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067884
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029024
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/PersonNm0BILL WIKTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEF CHLACHULA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOIS NIETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANICE DOMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL TIESKOETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLIN ALDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEATHER HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHY LESSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LARRY KOSHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARI AMADIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISON GOOD
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/OtherExpensesTotalAmt036102
IRS990EZ/OtherRevenueTotalAmt04850
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB OF ROCHESTER HONORS ONE HIGH SCHOOL SENIOR FROM EACH OF OUR FOUR HIGH SCHOOLS EACH YEAR WITH A SERVICE ABOVE SELF AWARD. HONOREES ARE CHOSEN FOR THEIR DEDICATION TO SERVICE AND GOOD WORKS IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0198
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041653
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01649
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030961
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077755
IRS990EZ/TotalProgramServiceExpensesAmt0198
IRS990EZ/TotalRevenueAmt072784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 4,850 TOTAL 4,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,530 CONVENTIONS & MEETINGS 5,738 ROTARY INTL & DIST DUES 23,079 DIRECTOR EXPENSE 538 ROTARY INTL SUPPLIES 603 MISCELLANEOUS 489 PROGRAM EXPENSE 2,051 ROTARY INFORMATION 351 HOLIDAY LUNCHEON 474 CREDIT CARD FEES 651 PRESIDENT'S FUND 200 PUBLIC RELATIONS/IMAGE 200 SAS PROGRAM 198 TOTAL 36,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,121 30,433 IBM GRANT TO BE SPENT 528 528
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 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY VANDEN HEUVEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072850398
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02017-05-15T08:32:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,985
Liabilities
$30,961
Net assets
$29,024
Revenue
$72,784
Expenses
$77,755
Net income
-$4,971
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
2016Detailed filing. Detailed filing data is available for this year.$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