Civic Intelligence

Waconia West Carver Rotary

990EZ • Fiscal year 2014 • EIN 41-1569313

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 25, 2014

Organization ProfileWWW.WACONIAROTARY.ORG
PO Box 261Waconia, MN 55387

(952) 442-5161

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

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$53,028

Up $14,003 (+36%) from 2013

Net Assets

Up

$53,028

Up $14,003 (+36%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$69,842

Up $16,234 (+30%) from 2013

Expenses

Up

$57,706

Up $15,969 (+38%) from 2013

Net Income

Up

$12,136

Up $265 (+2.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0Assets 2011: $25,976Net Assets 2011: $25,9762011Assets 2012: $25,881Liabilities 2012: $02012Assets 2013: $39,025Liabilities 2013: $0Net Assets 2013: $39,0252013Assets 2014: $53,028Liabilities 2014: $0Net Assets 2014: $53,0282014Assets 2015: $50,000Liabilities 2015: $0Net Assets 2015: $50,0002015Assets 2016: $64,858Liabilities 2016: $0Net Assets 2016: $64,8582016Assets 2017: $136,564Liabilities 2017: $0Net Assets 2017: $136,5642017Assets 2018: $133,771Liabilities 2018: $0Net Assets 2018: $133,7712018Assets 2019: $144,343Liabilities 2019: $0Net Assets 2019: $144,3432019Assets 2020: $157,629Liabilities 2020: $0Net Assets 2020: $157,6292020Assets 2021: $175,847Liabilities 2021: $0Net Assets 2021: $175,8472021Assets 2022: $168,275Liabilities 2022: $0Net Assets 2022: $168,2752022Assets 2023: $174,895Liabilities 2023: $0Net Assets 2023: $174,8952023Assets 2024: $165,711Liabilities 2024: $0Net Assets 2024: $165,7112024Assets 2025: $130,127Net Assets 2025: $130,1272025

Highlighted filing

2014

Assets$53,028
Liabilities$0
Net Assets$53,028
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $41,558Expenses 2011: $37,986Net Income 2011: $3,5722011Revenue 2012: $42,000Expenses 2012: $43,512Net Income 2012: -$1,5122012Revenue 2013: $53,608Expenses 2013: $41,737Net Income 2013: $11,8712013Revenue 2014: $69,842Expenses 2014: $57,706Net Income 2014: $12,1362014Revenue 2015: $69,530Expenses 2015: $72,573Net Income 2015: -$3,0432015Revenue 2016: $70,834Expenses 2016: $55,148Net Income 2016: $15,6862016Revenue 2017: $115,255Expenses 2017: $46,104Net Income 2017: $69,1512017Revenue 2018: $69,675Expenses 2018: $73,310Net Income 2018: -$3,6352018Revenue 2019: $69,955Expenses 2019: $61,173Net Income 2019: $8,7822019Revenue 2020: $67,506Expenses 2020: $52,576Net Income 2020: $14,9302020Revenue 2021: $50,074Expenses 2021: $40,895Net Income 2021: $9,1792021Revenue 2022: $52,152Expenses 2022: $49,898Net Income 2022: $2,2542022Revenue 2023: $48,342Expenses 2023: $43,450Net Income 2023: $4,8922023Revenue 2024: $49,156Expenses 2024: $58,391Net Income 2024: -$9,2352024Revenue 2025: $36,343Expenses 2025: $73,641Net Income 2025: -$37,2982025

Highlighted filing

2014

Revenue$69,842
Expenses$57,706
Net Income$12,136
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 25, 2014
Return Version
2013v3.1
Gross Receipts
$78,267
Mission and Program Overview

Mission

Provide support for others in need.

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.-$23,977
SPONSORED YOUTH IN FOREIGN EXCHANGE PROGRAM-$6,535
SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM AND AWARDING INDIVIDUAL SCHOLARSHIPS-$4,468
PROVIDE SUPPORT FOR LOCAL COMMUNITY.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY DOHMPresident-$0--
RON KOLBTreasurer-$0--
TOM GERBERDINGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,963$23,963$3,073$20,890
Event 2$14,001$14,001$184$13,817
Total Events$50,089$50,089$8,425$41,664
Filing and Contact Details

Filer

EIN
41-1569313

Signing Officer

Name
Ronald Kolb
Title
Treasurer
Signed
2014-08-25
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Peterson CPA
Phone
9524424408
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 2,429 total 2,429”

Form 990-ez, Part I, Line 16

“Expenses advertising 185 office supplies 2,116 travel 467 meetings 19,007 district dues 4,215 donations 19,762 miscellaneous 330 strive expense 4,468 youth expense 5,671 total 56,221”

Form 990-ez, Part I, Line 20

“Change in market value of investments 1,869”

Form 990-ez, Part III, Line 31

“Provide support for local community.”

Raw XML Appendix126 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KELLY DOHM
CompensationExplanation/CompensationExplanationGrp/PersonNm1RON KOLB
CompensationExplanation/CompensationExplanationGrp/PersonNm2TOM GERBERDING
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RONALD KOLB
IRS990EZ/BooksInCareOfDetail/PhoneNum09524425161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 261
IRS990EZ/BooksInCareOfDetail/USAddress/City0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode055387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01485
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053028
IRS990EZ/FundraisingGrossIncomeAmt050089
IRS990EZ/GrossReceiptsAmt078267
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0299
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039023
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039023
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053028
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY DOHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RON KOLB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM GERBERDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01869
IRS990EZ/OtherExpensesTotalAmt056221
IRS990EZ/OtherRevenueTotalAmt02429
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR OTHERS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORED YOUTH IN FOREIGN EXCHANGE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM AND AWARDING INDIVIDUAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE SUPPORT FOR LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06535
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14468
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223977
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08425
IRS990EZ/SpecialEventsNetIncomeLossAmt041664
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057706
IRS990EZ/TotalProgramServiceExpensesAmt034980
IRS990EZ/TotalRevenueAmt069842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WACONIAROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050089
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WINE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041664
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05168
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0184
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 2,429 TOTAL 2,429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 185 OFFICE SUPPLIES 2,116 TRAVEL 467 MEETINGS 19,007 DISTRICT DUES 4,215 DONATIONS 19,762 MISCELLANEOUS 330 STRIVE EXPENSE 4,468 YOUTH EXPENSE 5,671 TOTAL 56,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MARKET VALUE OF INVESTMENTS 1,869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SUPPORT FOR LOCAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD KOLB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10WACONIA WEST CARVER ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0411569313
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 261
ReturnHeader/Filer/USAddress/City0WACONIA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274174412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PETERSON COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10580 S CHERRY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WACONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0553874578
ReturnHeader/PreparerPersonGrp/PhoneNum09524424408
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON CPA
ReturnHeader/ReturnTs02014-08-27T13:05:41-05:00
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
$53,028
Liabilities
$0
Net assets
$53,028
Revenue
$69,842
Expenses
$57,706
Net income
$12,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.36$0.74$0.37
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.49$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.48$0.43$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.52$0.50$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.50$0.41$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.68$0.53$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.70$0.61$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.70$0.73$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.15$0.46$0.69
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.71$0.55$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.70$0.73$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.70$0.58$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.54$0.42$0.12
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.42$0.44$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.42$0.38$0.04