Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2018 • EIN 41-0873284

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2018

Organization ProfileWWW.ROCHESTERROTARYCLUBS.ORG
2020 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

94th percentile

0.70x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-6.2%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$36,705

Up $13,414 (+58%) from 2017

Net Assets

Down

$10,960

Down $11,689 (-52%) from 2017

Liabilities

Up

$25,745

Up $25,103 (+3910%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin18th percentile

Revenue

Down

$70,777

Down $4,706 (-6.2%) from 2017

Expenses

Up

$82,466

Up $608 (+0.7%) from 2017

Net Income

Down

-$11,689

Down $5,314 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$36,705
Liabilities$25,745
Net Assets$10,960
Open 2018 Filing

Operations Trend

Revenue Growth37th 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

2018

Revenue$70,777
Expenses$82,466
Net Income-$11,689
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2018
Return Version
2017v2.3
Gross Receipts
$70,777
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.-$262
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE DOMKEPresident-$0--
SARA GILLILANDPres Elect-$0--
TERRY SORENSONTreasurer-$0--
JEFF ALLMANSecretary-$0--
STACEY VANDEN HEUVELPast Preside-$0--
KELLY ENGLERDirector-$0--
SINEAD CHICKDirector-$0--
JENNIFER WOODFORDDirector-$0--
WES DUELLMANDirector-$0--
JOEL HAAKDirector-$0--
JEANINE GANGENESSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rochester
EIN
41-0873284
Phone
5072520085
Address
2020 2ND STREET SW, ROCHESTER, MN 55902

Signing Officer

Name
Sara Gilliland
Title
Pres Elect
Phone
5072850398
Signed
2018-05-13

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

“Administration fees 9,350 total 9,350”

Form 990-ez, Part I, Line 16

“Expenses office expense 2,387 conventions & meetings 2,462 insurance 863 rotary intl & dist dues 23,743 director expense 278 rotary intl supplies 501 miscellaneous 312 program expense 6,254 holiday luncheon 897 credit card fees 1,527 president's fund 222 public relations/image 407 sas program 226 website/development fee 295 total 40,374”

Form 990-ez, Part II, Line 24

“Due from foundation 4,850 60 total 4,850 60”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 114 1,297 ibm grant to be spent 528 528 prepaid dues 0 23,920”

Raw XML Appendix141 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/BOYAmt018441
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11689
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036705
IRS990EZ/GrossReceiptsAmt070777
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061405
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/PersonNm0JANICE DOMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA GILLILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF ALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACEY VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY ENGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SINEAD CHICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WOODFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WES DUELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOEL HAAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEANINE GANGENESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDE
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/BOYAmt04850
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060
IRS990EZ/OtherExpensesTotalAmt040374
IRS990EZ/OtherRevenueTotalAmt09350
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/ProgramServiceExpensesAmt0262
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042092
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0642
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025745
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082466
IRS990EZ/TotalProgramServiceExpensesAmt0262
IRS990EZ/TotalRevenueAmt070777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION FEES 9,350 TOTAL 9,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 2,387 CONVENTIONS & MEETINGS 2,462 INSURANCE 863 ROTARY INTL & DIST DUES 23,743 DIRECTOR EXPENSE 278 ROTARY INTL SUPPLIES 501 MISCELLANEOUS 312 PROGRAM EXPENSE 6,254 HOLIDAY LUNCHEON 897 CREDIT CARD FEES 1,527 PRESIDENT'S FUND 222 PUBLIC RELATIONS/IMAGE 407 SAS PROGRAM 226 WEBSITE/DEVELOPMENT FEE 295 TOTAL 40,374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM FOUNDATION 4,850 60 TOTAL 4,850 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 114 1,297 IBM GRANT TO BE SPENT 528 528 PREPAID DUES 0 23,920
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA GILLILAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072850398
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0410873284
ReturnHeader/Filer/PhoneNum05072520085
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 2ND STREET SW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09954C644C6ABBAD4A0F7965D11F050AC36C618A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FAAF1616B4CCCDB4442939EE88CB87B1EA87359
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:36:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823893341
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055902
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02019-05-14T07:36:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,705
Liabilities
$25,745
Net assets
$10,960
Revenue
$70,777
Expenses
$82,466
Net income
-$11,689
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
2018Detailed filing. Detailed filing data is available for this year.$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