Civic Intelligence

Rotary Club of Forest Lake

990EZ • Fiscal year 2017 • EIN 41-1539388

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 14, 2017

Organization ProfileWWW.FORESTLAKEROTARY.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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$56,658

Down $1,111 (-1.9%) from 2016

Net Assets

Down

$56,658

Down $1,111 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Down

$90,347

Down $21,562 (-19%) from 2016

Expenses

Down

$91,458

Down $14,024 (-13%) from 2016

Net Income

Down

-$1,111

Down $7,538 (-117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$56,658
Liabilities$0
Net Assets$56,658
Open 2017 Filing

Operations Trend

Revenue Growth20th 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

2017

Revenue$90,347
Expenses$91,458
Net Income-$1,111
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$104,622
Mission and Program Overview

Mission

Charity & Education

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
ROTARY FOUNDATION POLIO PLUS AND LOCAL CHARITIES--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANN OTTOMEYERPresident-$0--
CINDY MATTSONExec Secretarytreasurer-$0--
KAREN ALMSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Polar Plunge----
Filing and Contact Details

Filer

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

Signing Officer

Name
Cindy Mattson
Title
Treasurer
Phone
6514647581
Signed
2017-08-14
Discuss with paid preparer
No

Preparer

Firm
David E Engelking Ltd
Address
80 NW 3RD STREET, FOREST LAKE, MN 55025
Preparer
Randall E Mattson
Phone
6514643231
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity rotary foundation, polio plus, local charities amount 74,285”

Description of other expenses Part I line 16

“Description amountwebsite cost 177flowers 59interact club expenses 700meeting expenses 800office supplies 108rotary dues 6,126rotary supplies 445”

Raw XML Appendix122 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/AddressLine1Txt0PO BOX 15
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOREST LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056658
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01658
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1111
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07892
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057769
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056658
IRS990EZ/FundraisingGrossIncomeAmt090151
IRS990EZ/GrantsAndSimilarAmountsPaidAmt074285
IRS990EZ/GrossReceiptsAmt0104622
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056658
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057769
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056658
IRS990EZ/OccupancyRentUtltsAndMaintAmt0770
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEANN OTTOMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY MATTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN ALM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC SECRETARYTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08415
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY AND EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt096
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY FOUNDATION POLIO PLUS AND LOCAL CHARITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014275
IRS990EZ/SpecialEventsNetIncomeLossAmt075876
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091458
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt090347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FORESTLAKEROTARY.ORG
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POLAR PLUNGE
IRS990ScheduleG/LicensedStatesCd0MN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY ROTARY FOUNDATION, POLIO PLUS, LOCAL CHARITIES AMOUNT 74,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTWEBSITE COST 177FLOWERS 59INTERACT CLUB EXPENSES 700MEETING EXPENSES 800OFFICE SUPPLIES 108ROTARY DUES 6,126ROTARY SUPPLIES 445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY MATTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06514647581
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FOREST LAKE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411539388
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 15
ReturnHeader/Filer/USAddress/CityNm0FOREST LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096B10032980821856EBEEC4BF15DEBAC6A6DA9B3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096B10032980821856EBEEC4BF15DEBAC6A6DA9B3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04143122017229os1bd0t
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.224.11.17
ReturnHeader/FilingSecurityInformation/IPDt02017-08-17
ReturnHeader/FilingSecurityInformation/IPTm018:27:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411837625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID E ENGELKING LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 NW 3RD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOREST LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055025
ReturnHeader/PreparerPersonGrp/PhoneNum06514643231
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL E MATTSON
ReturnHeader/ReturnTs02017-08-17T18:13:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,658
Liabilities
$0
Net assets
$56,658
Revenue
$90,347
Expenses
$91,458
Net income
-$1,111
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits