Civic Intelligence

Rotary Club of Forest Lake

990EZ • Fiscal year 2014 • EIN 41-1539388

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

Organization Profileforestlakerotary.org
PO Box 15Forest Lake, MN 55025

(651) 464-7581

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$7,992

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

41%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$38,952

Up $8,198 (+27%) from 2013

Net Assets

Up

$38,952

Up $8,198 (+27%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$40,419

Up $11,834 (+41%) from 2013

Expenses

Up

$32,221

Up $1,610 (+5.3%) from 2013

Net Income

Up

$8,198

Up $10,224 (+505%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $47,506Net Assets 2011: $47,5062011Assets 2012: $32,780Net Assets 2012: $32,7802012Assets 2013: $30,754Liabilities 2013: $0Net Assets 2013: $30,7542013Assets 2014: $38,952Liabilities 2014: $0Net Assets 2014: $38,9522014Assets 2015: $51,342Liabilities 2015: $0Net Assets 2015: $51,3422015Assets 2016: $57,769Liabilities 2016: $0Net Assets 2016: $57,7692016Assets 2017: $56,658Liabilities 2017: $0Net Assets 2017: $56,6582017Assets 2018: $44,234Liabilities 2018: $0Net Assets 2018: $44,2342018Assets 2019: $47,520Liabilities 2019: $0Net Assets 2019: $47,5202019Assets 2020: $88,357Liabilities 2020: $02020Assets 2021: $84,604Liabilities 2021: $0Net Assets 2021: $84,6042021Assets 2022: $87,693Liabilities 2022: $0Net Assets 2022: $87,6932022Assets 2023: $72,477Liabilities 2023: $02023Assets 2024: $61,626Liabilities 2024: $0Net Assets 2024: $61,6262024

Highlighted filing

2014

Assets$38,952
Liabilities$0
Net Assets$38,952
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $42,265Expenses 2011: $39,652Net Income 2011: $2,6132011Revenue 2012: $35,018Expenses 2012: $49,744Net Income 2012: -$14,7262012Revenue 2013: $28,585Expenses 2013: $30,611Net Income 2013: -$2,0262013Revenue 2014: $40,419Expenses 2014: $32,221Net Income 2014: $8,1982014Revenue 2015: $61,655Expenses 2015: $49,265Net Income 2015: $12,3902015Revenue 2016: $111,909Expenses 2016: $105,482Net Income 2016: $6,4272016Revenue 2017: $90,347Expenses 2017: $91,458Net Income 2017: -$1,1112017Revenue 2018: $36,733Expenses 2018: $49,157Net Income 2018: -$12,4242018Revenue 2019: $36,460Expenses 2019: $33,173Net Income 2019: $3,2872019Revenue 2020: $72,230Expenses 2020: $31,393Net Income 2020: $40,8372020Revenue 2021: $23,710Expenses 2021: $27,467Net Income 2021: -$3,7572021Revenue 2022: $65,930Expenses 2022: $63,241Net Income 2022: $2,6892022Revenue 2023: $64,310Expenses 2023: $79,228Net Income 2023: -$14,9182023Revenue 2024: $59,362Expenses 2024: $71,556Net Income 2024: -$12,1942024

Highlighted filing

2014

Revenue$40,419
Expenses$32,221
Net Income$8,198
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$60,904
Mission and Program Overview

Mission

Charity & Education

Program Services

DescriptionGrantsExpenses
ROTARY FOUNDATION, POLIO PLUS AND LOCAL CHARITIES$15,780$15,780
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY MATTSONTreasurer/Exec. Sec.PT$7,992-$7,992
MATTHEW ELVEHJEMPresidentPT$0--
RITA PIETRUSZEWSKISecretaryPT$0--
Filing and Contact Details

Filer

EIN
41-1539388
Phone
6514647581

Signing Officer

Name
Cindy Mattson
Title
Treasurer/exec. Sec.
Phone
6514647581
Signed
2014-09-23
Discuss with paid preparer
Yes

Preparer

Preparer
Randall E Mattson CPA
Phone
6514641110
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Meeting meals 4708. Annual meeting 523. District grants 2184.”

Form 990EZ, Part I, Line 10

“Rotary international projects charitable 1300. Charities charitable 15333.”

Form 990EZ, Part I, Line 16

“Rotary dues 4836. Rotary functions 282. Advertising 126. Storage rent 770. Rotary supplies 940. Office supplies 257. Educational expenses 225.”

Raw XML Appendix108 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/PersonNm0CINDY MATTSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06514647581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104380 245th St Forest
IRS990EZ/BooksInCareOfDetail/USAddress/City0Lake
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01050
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08198
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07992
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038952
IRS990EZ/FundraisingGrossIncomeAmt044627
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016633
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060904
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07805
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038952
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038952
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW ELVEHJEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA PIETRUSZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY MATTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer/Exec. Sec.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07436
IRS990EZ/OtherRevenueTotalAmt07415
IRS990EZ/PrimaryExemptPurposeTxt0Charity & Education
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION, POLIO PLUS AND LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015780
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015780
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020485
IRS990EZ/SpecialEventsNetIncomeLossAmt024142
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032221
IRS990EZ/TotalProgramServiceExpensesAmt015780
IRS990EZ/TotalRevenueAmt040419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0forestlakerotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING MEALS 4708. ANNUAL MEETING 523. DISTRICT GRANTS 2184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL PROJECTS CHARITABLE 1300. CHARITIES CHARITABLE 15333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DUES 4836. ROTARY FUNCTIONS 282. ADVERTISING 126. STORAGE RENT 770. ROTARY SUPPLIES 940. OFFICE SUPPLIES 257. EDUCATIONAL EXPENSES 225.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY MATTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/EXEC. SEC.
ReturnHeader/BusinessOfficerGrp/PhoneNum06514647581
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF FOREST LAKE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411539388
ReturnHeader/Filer/PhoneNum06514647581
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 15
ReturnHeader/Filer/USAddress/City0FOREST LAKE
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mattson & Wiens Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10146 North Lake Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Forest Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055025
ReturnHeader/PreparerPersonGrp/PhoneNum06514641110
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL E MATTSON CPA
ReturnHeader/ReturnTs02014-09-23T13:14:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,952
Liabilities
$0
Net assets
$38,952
Revenue
$40,419
Expenses
$32,221
Net income
$8,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.59$0.72$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.64$0.79$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.66$0.63$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.24$0.27$0.04
2020Summary only. Only limited summary data is available for this year.$0.88$0.00$0.72$0.31$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.36$0.33$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.37$0.49$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.90$0.91$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.58$0.00$0.58$1.12$1.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.62$0.49$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.40$0.32$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.31$0.00$0.31$0.29$0.31$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.35$0.50$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.42$0.40$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits