Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Rotary Club of Rochester
990EZ • Fiscal year 2024 • EIN 41-0873284
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.46x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Balance Sheet
Assets
Down$34,944
Down $14,959 (-30%) from 2023
Net Assets
$18,829
No earlier filing loaded for comparison.
Liabilities
Down$16,115
Down $8,276 (-34%) from 2023
Revenue And Expenses
Revenue
Down$29,934
Down $14,143 (-32%) from 2023
Expenses
Down$36,617
Down $5,916 (-14%) from 2023
Net Income
Down-$6,683
Down $8,227 (-533%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 14, 2024
- Return Version
- 2023v6.0
- Gross Receipts
- $29,934
Mission and Program Overview
Mission
Community and international humanitarian service
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ROTARY CLUB OF ROCHESTER CREATES AN ENVIRONMENT THAT FACILITATES FELLOWSHIP AND MENTORSHIP; THE CLUB SUPPORTS THE COMMUNITY PRIORITIZING EDUCATION PROGRAMS FOR LOCAL VOLUNTEER OPPORTUNITIES; AND IN ADDITION, SUPPORTS, THRU DUES, ROTARY INTERNATIONAL INITIATIVES. | - | $36,617 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ASHOK PATEL | President | - | $0 | - | - |
| DAVID MOERTEL | President El | - | $0 | - | - |
| ALISON GOOD | Past Preside | - | $0 | - | - |
| FRANK ALLEN | Treasurer | - | $0 | - | - |
| CHERSTEN KEILLOR | Director | - | $0 | - | - |
| JOHN WOODRUFF | Director | - | $0 | - | - |
| KAREN NATH | Director | - | $0 | - | - |
| MARK BENSCOTER | Director | - | $0 | - | - |
| LORIE LUEDKE | Director | - | $0 | - | - |
| JUDY O'FALLON | Director | - | $0 | - | - |
| AUDREY BETCHER | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Rochester
- EIN
- 41-0873284
- Phone
- 5072850398
- Address
- 2020 2ND STREET SW, ROCHESTER, MN 55902
Signing Officer
- Name
- Frank Allen
- Title
- Treasurer
- Phone
- 5072850398
- Signed
- 2024-05-14
Preparer
- Firm
- Integrated Tax & Accounting
- Address
- 2020 2ND STREET SW, ROCHESTER, MN 55902
- Preparer
- William a Nietz
- Phone
- 5072180861
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Administration fees 2,400 miscellaneous 1,601 total 4,001”
Form 990-ez, Part I, Line 16
“Expenses office expense 1,809 conventions & meetings 1,875 insurance 187 rotary intl & dist dues 14,280 program expense 1,000 credit card fees 1,265 holiday luncheon 687 total 21,103”
Form 990-ez, Part II, Line 24
“Prepaid expenses and deferred charges 0 555 due from other rotary clubs 84 0 prepaid scrip 209 0 total 293 555”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 420 907 ibm grant to be spent 528 528 prepaid dues 21,343 14,680 due to foundation 2,000 0 due to holiday classic 100 0”
Form 990-ez, Part III, Line 28
“The rotary club of rochester creates an environment that facilitates fellowship and mentorship; the club supports the community prioritizing education programs for local volunteer opportunities; and in addition, supports, thru dues, rotary international initiatives.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WILLIAM NIETZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5072850398 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2020 2ND ST SW |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55902 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 49610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 34389 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6683 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 49903 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 34944 |
| IRS990EZ/GrossReceiptsAmt | 0 | 29934 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 25927 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 25512 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 18829 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 25512 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 18829 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ASHOK PATEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID MOERTEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ALISON GOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | FRANK ALLEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHERSTEN KEILLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOHN WOODRUFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KAREN NATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARK BENSCOTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | LORIE LUEDKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | JUDY O'FALLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | AUDREY BETCHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 293 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 555 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21103 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4001 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ROTARY CLUB OF ROCHESTER CREATES AN ENVIRONMENT THAT FACILITATES FELLOWSHIP AND MENTORSHIP; THE CLUB SUPPORTS THE COMMUNITY PRIORITIZING EDUCATION PROGRAMS FOR LOCAL VOLUNTEER OPPORTUNITIES; AND IN ADDITION, SUPPORTS, THRU DUES, ROTARY INTERNATIONAL INITIATIVES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36617 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 15514 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 24391 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 16115 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36617 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36617 |
| IRS990EZ/TotalRevenueAmt | 0 | 29934 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.ROCHESTERROTARYCLUBS.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ADMINISTRATION FEES 2,400 MISCELLANEOUS 1,601 TOTAL 4,001 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE EXPENSE 1,809 CONVENTIONS & MEETINGS 1,875 INSURANCE 187 ROTARY INTL & DIST DUES 14,280 PROGRAM EXPENSE 1,000 CREDIT CARD FEES 1,265 HOLIDAY LUNCHEON 687 TOTAL 21,103 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PREPAID EXPENSES AND DEFERRED CHARGES 0 555 DUE FROM OTHER ROTARY CLUBS 84 0 PREPAID SCRIP 209 0 TOTAL 293 555 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 420 907 IBM GRANT TO BE SPENT 528 528 PREPAID DUES 21,343 14,680 DUE TO FOUNDATION 2,000 0 DUE TO HOLIDAY CLASSIC 100 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ROTARY CLUB OF ROCHESTER CREATES AN ENVIRONMENT THAT FACILITATES FELLOWSHIP AND MENTORSHIP; THE CLUB SUPPORTS THE COMMUNITY PRIORITIZING EDUCATION PROGRAMS FOR LOCAL VOLUNTEER OPPORTUNITIES; AND IN ADDITION, SUPPORTS, THRU DUES, ROTARY INTERNATIONAL INITIATIVES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FRANK ALLEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5072850398 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF ROCHESTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 410873284 |
| ReturnHeader/Filer/PhoneNum | 0 | 5072850398 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2020 2ND STREET SW |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55902 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | INTEGRATED TAX & ACCOUNTING |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2020 2ND STREET SW |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55902 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5072180861 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A NIETZ |
| ReturnHeader/ReturnTs | 0 | 2025-05-14T09:23:23-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $34,944
- Liabilities
- $16,115
- Net assets
- $18,829
- Revenue
- $29,934
- Expenses
- $36,617
- Net income
- -$6,683