Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2017 • EIN 41-0873284

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-61%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

3.7%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$23,291

Down $36,694 (-61%) from 2016

Net Assets

Down

$22,649

Down $6,375 (-22%) from 2016

Liabilities

Down

$642

Down $30,319 (-98%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin25th percentile

Revenue

Up

$75,483

Up $2,699 (+3.7%) from 2016

Expenses

Up

$81,858

Up $4,103 (+5.3%) from 2016

Net Income

Down

-$6,375

Down $1,404 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2017

Assets$23,291
Liabilities$642
Net Assets$22,649
Open 2017 Filing

Operations Trend

Revenue Growth59th 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

2017

Revenue$75,483
Expenses$81,858
Net Income-$6,375
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$75,483
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.-$100
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY VANDEN HEUVELPresident-$0--
JANICE DOMKEPresident E-$0--
SARA GILLILANDPres Elect N-$0--
CHRISTOPHER COLBYTreasurer-$0--
JOANN STORMERSecretary-$0--
JEFF ALLMANSecretary-$0--
BILL WIKTORPast Preside-$0--
JENNIFER WOODFORDDirector-$0--
HEATHER HOLMESDirector-$0--
JOEL HAAKDirector-$0--
LARRY KOSHIREDirector-$0--
KELLY ENGLERDirector-$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
Janice Domke
Title
President Elect
Phone
5072850398
Signed
2018-05-15

Preparer

Firm
Nietz & Eversman LLC
Address
2020 2ND ST SW, ROCHESTER, MN 55902-0823
Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Administration fees 5,350 total 5,350”

Form 990-ez, Part I, Line 16

“Expenses office expense 1,450 conventions & meetings 2,439 insurance 842 rotary intl & dist dues 23,270 director expense 405 rotary intl supplies 475 miscellaneous 297 program expense 4,752 rotary information 189 holiday luncheon 320 credit card fees 1,279 president's fund 42 public relations/image 277 sas program 100 website/development fee 2,106 audio visual 816 total 39,059”

Form 990-ez, Part II, Line 24

“Due from foundation 0 4,850 total 0 4,850”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 30,433 114 ibm grant to be spent 528 528”

Raw XML Appendix143 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/AddressLine1Txt02020 2ND ST SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059985
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018441
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6375
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059985
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023291
IRS990EZ/GrossReceiptsAmt075483
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt045
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070088
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029024
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029024
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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/AverageHrsPerWkDevotedToPosRt121.00
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANICE DOMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA GILLILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER COLBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANN STORMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF ALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BILL WIKTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WOODFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HEATHER HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOEL HAAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LARRY KOSHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KELLY ENGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ALISON GOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRES ELECT N
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04850
IRS990EZ/OtherExpensesTotalAmt039059
IRS990EZ/OtherRevenueTotalAmt05350
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/ProgramServiceExpensesAmt0100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042799
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030961
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0642
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081858
IRS990EZ/TotalProgramServiceExpensesAmt0100
IRS990EZ/TotalRevenueAmt075483
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION FEES 5,350 TOTAL 5,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,450 CONVENTIONS & MEETINGS 2,439 INSURANCE 842 ROTARY INTL & DIST DUES 23,270 DIRECTOR EXPENSE 405 ROTARY INTL SUPPLIES 475 MISCELLANEOUS 297 PROGRAM EXPENSE 4,752 ROTARY INFORMATION 189 HOLIDAY LUNCHEON 320 CREDIT CARD FEES 1,279 PRESIDENT'S FUND 42 PUBLIC RELATIONS/IMAGE 277 SAS PROGRAM 100 WEBSITE/DEVELOPMENT FEE 2,106 AUDIO VISUAL 816 TOTAL 39,059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM FOUNDATION 0 4,850 TOTAL 0 4,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 30,433 114 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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE DOMKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072850398
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId007350D71F57C73D56166ED1111764C2708131785
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2BB5585633D9CEC42876CC1229D0C6C419A2363
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471153893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ & EVERSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0559020823
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02018-05-15T13:10:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,291
Liabilities
$642
Net assets
$22,649
Revenue
$75,483
Expenses
$81,858
Net income
-$6,375
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits