Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2019 • EIN 41-0873284

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

35th percentile

-2.9%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

4th percentile

-68%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$11,602

Down $25,103 (-68%) from 2018

Net Assets

Down

$8,516

Down $2,444 (-22%) from 2018

Liabilities

Down

$3,086

Down $22,659 (-88%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin35th percentile

Revenue

Up

$85,523

Up $14,746 (+21%) from 2018

Expenses

Up

$87,967

Up $5,501 (+6.7%) from 2018

Net Income

Up

-$2,444

Up $9,245 (+79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$11,602
Liabilities$3,086
Net Assets$8,516
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$85,523
Expenses$87,967
Net Income-$2,444
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.2
Gross Receipts
$85,523
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.-$354
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA GILLILANDPresident-$0--
COLIN ALDISPres Elect-$0--
TERRY SORENSONTreasurer-$0--
BETTY DEVINESecretary-$0--
JANICE DOMKEPast Preside-$0--
CAROLINE BAIHLYDirector-$0--
SINEAD CHICKDirector-$0--
WES DUELLMANDirector-$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
Colin Aldis
Title
Pres Elect
Phone
5072850398
Signed
2020-05-14

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 12,000 miscellaneous 1,215 advertising 998 social activities 756 total 14,969”

Form 990-ez, Part I, Line 16

“Expenses office expense 899 conventions & meetings 3,877 insurance 780 rotary intl & dist dues 21,621 rotary officer/car mileag 134 director expense 359 rotary intl supplies 179 program expense 12,062 holiday luncheon 972 credit card fees 1,787 president's fund 230 public relations/image 401 sas program 99 website/development fee 1,130 total 44,530”

Form 990-ez, Part II, Line 24

“Due from foundation 60 196 prepaid scrip 0 1,065 total 60 1,261”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,297 2,558 ibm grant to be spent 528 528 prepaid dues 23,920 0”

Raw XML Appendix133 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/BOYAmt036645
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2444
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036705
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011602
IRS990EZ/GrossReceiptsAmt085523
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070530
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08516
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/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/PersonNm0SARA GILLILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLIN ALDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTY DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANICE DOMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLINE BAIHLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SINEAD CHICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WES DUELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEANINE 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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt060
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01261
IRS990EZ/OtherExpensesTotalAmt044530
IRS990EZ/OtherRevenueTotalAmt014969
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/ProgramServiceExpensesAmt0354
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043437
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025745
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03086
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087967
IRS990EZ/TotalProgramServiceExpensesAmt0354
IRS990EZ/TotalRevenueAmt085523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION FEES 12,000 MISCELLANEOUS 1,215 ADVERTISING 998 SOCIAL ACTIVITIES 756 TOTAL 14,969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 899 CONVENTIONS & MEETINGS 3,877 INSURANCE 780 ROTARY INTL & DIST DUES 21,621 ROTARY OFFICER/CAR MILEAG 134 DIRECTOR EXPENSE 359 ROTARY INTL SUPPLIES 179 PROGRAM EXPENSE 12,062 HOLIDAY LUNCHEON 972 CREDIT CARD FEES 1,787 PRESIDENT'S FUND 230 PUBLIC RELATIONS/IMAGE 401 SAS PROGRAM 99 WEBSITE/DEVELOPMENT FEE 1,130 TOTAL 44,530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM FOUNDATION 60 196 PREPAID SCRIP 0 1,065 TOTAL 60 1,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,297 2,558 IBM GRANT TO BE SPENT 528 528 PREPAID DUES 23,920 0
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COLIN ALDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072850398
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
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/AtSubmissionCreationDeviceId054043A608B15D9709ECFD4C1C4EF8B0683683D57
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EEAE53AC86A559AF1B5457212C046A34B60AB514
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:35:49
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/PreparationDt02020-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02020-05-14T08:35:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,602
Liabilities
$3,086
Net assets
$8,516
Revenue
$85,523
Expenses
$87,967
Net income
-$2,444
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
2019Detailed filing. Detailed filing data is available for this year.$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