Civic Intelligence

Rotary Club of Forest Lake

990EZ • Fiscal year 2015 • EIN 41-1539388

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 14, 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$7,992

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

32%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

53%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$51,342

Up $12,390 (+32%) from 2014

Net Assets

Up

$51,342

Up $12,390 (+32%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$61,655

Up $21,236 (+53%) from 2014

Expenses

Up

$49,265

Up $17,044 (+53%) from 2014

Net Income

Up

$12,390

Up $4,192 (+51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2015

Assets$51,342
Liabilities$0
Net Assets$51,342
Open 2015 Filing

Operations Trend

Revenue Growth92nd 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

2015

Revenue$61,655
Expenses$49,265
Net Income$12,390
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 14, 2015
Return Version
2014v5.0
Gross Receipts
$83,640
Mission and Program Overview

Mission

Charity & Education

Program Services

DescriptionGrantsExpenses
ROTARY FOUNDATION, POLIO PLUS AND LOCAL CHARITIES$31,817$31,817
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY MATTSONTreasurer/Exec. Sec.PT$7,992-$7,992
VINCE STEVENSPresidentPT$0--
KAREN ALMSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Plunge$42,359$42,359$21,985$20,374
Total Events$42,359$42,359$21,985$20,374
Filing and Contact Details

Filer

Filer Name
Rotary Club of Forest Lake
EIN
41-1539388
Phone
6514647581
Address
PO BOX 15, FOREST LAKE, MN 55025

Signing Officer

Name
Cindy Mattson
Title
Exec Sec/treasurer
Phone
6514647581
Signed
2015-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Mattson & Wiens Ltd
Address
146 North Lake Street, Forest Lake, MN 55025
Preparer
Randall E Mattson CPA
Phone
6514641110
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Meeting meals 5296. District grants 26665.”

Form 990EZ, Part I, Line 10

“Various charities donations 24818. International rotary donations 6999.”

Form 990EZ, Part I, Line 16

“Rotary dues 5477. Rotary functions 0. Annual meeting 368. Storage rent 770. Rotary supplies 1360. Office supplies 114. Educational expenses 915. Flowers 176.”

Raw XML Appendix117 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/AddressLine1Txt04380 245th St Forest
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051342
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01218
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012390
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08092
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051342
IRS990EZ/FundraisingGrossIncomeAmt042359
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031817
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt083640
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08094
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051342
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051342
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VINCE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN ALM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY MATTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer/Exec. Sec.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09180
IRS990EZ/OtherRevenueTotalAmt031961
IRS990EZ/PrimaryExemptPurposeTxt0Charity & Education
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION, POLIO PLUS AND LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031817
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031817
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021985
IRS990EZ/SpecialEventsNetIncomeLossAmt020374
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049265
IRS990EZ/TotalProgramServiceExpensesAmt031817
IRS990EZ/TotalRevenueAmt061655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0forestlakerotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021985
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER PLUNGE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042359
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING MEALS 5296. DISTRICT GRANTS 26665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS CHARITIES DONATIONS 24818. INTERNATIONAL ROTARY DONATIONS 6999.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DUES 5477. ROTARY FUNCTIONS 0. ANNUAL MEETING 368. STORAGE RENT 770. ROTARY SUPPLIES 1360. OFFICE SUPPLIES 114. EDUCATIONAL EXPENSES 915. FLOWERS 176.
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY MATTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC SEC/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06514647581
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FOREST LAKE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411539388
ReturnHeader/Filer/PhoneNum06514647581
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 15
ReturnHeader/Filer/USAddress/CityNm0FOREST LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mattson & Wiens Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 North Lake Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Forest Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055025
ReturnHeader/PreparerPersonGrp/PhoneNum06514641110
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL E MATTSON CPA
ReturnHeader/ReturnTs02015-08-04T13:22:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,342
Liabilities
$0
Net assets
$51,342
Revenue
$61,655
Expenses
$49,265
Net income
$12,390
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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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