Civic Intelligence

Waconia West Carver Rotary

990EZ • Fiscal year 2016 • EIN 41-1569313

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$64,858

Up $14,858 (+30%) from 2015

Net Assets

Up

$64,858

Up $14,858 (+30%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin82nd percentile

Revenue

Up

$70,834

Up $1,304 (+1.9%) from 2015

Expenses

Down

$55,148

Down $17,425 (-24%) from 2015

Net Income

Up

$15,686

Up $18,729 (+615%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2016

Assets$64,858
Liabilities$0
Net Assets$64,858
Open 2016 Filing

Operations Trend

Revenue Growth54th 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

2016

Revenue$70,834
Expenses$55,148
Net Income$15,686
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$85,285
Mission and Program Overview

Mission

Provide support for others in need.

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.-$12,860
SPONSORED YOUTH IN FOREIGN EXCHANGE PROGRAM-$7,635
SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM AND AWARDING INDIVIDUAL SCHOLARSHIPS-$7,351
PROVIDE SUPPORT FOR LOCAL COMMUNITY.-$4,288
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KUHLMANPresident-$0--
DOUG MOREYTreasurer-$0--
MATT MCDOUGALLSecretary-$0--
DARREN NOBLEPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Sale$31,439$31,439$7,137$24,302
Duck Race$17,250$17,250$1,790$15,460
Total Events$62,119$62,119$14,451$47,668
Filing and Contact Details

Filer

Filer Name
Waconia West Carver Rotary
EIN
41-1569313
Address
PO BOX 261, WACONIA, MN 55387

Signing Officer

Name
Doug Morey
Title
Treasurer
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Company Ltd
Address
580 CHERRY DR, WACONIA, MN 55387-4578
Preparer
Michael Peterson CPA
Phone
9524424408
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 1,967 total 1,967”

Form 990-ez, Part I, Line 16

“Expenses advertising 503 office supplies 1,011 travel 3,818 meetings 15,079 donations 1,500 district dues 3,834 miscellaneous 2,091 strive expense 7,351 community service project 11,360 foreign exchange program 7,635 bank fees 375 total 54,557”

Form 990-ez, Part I, Line 20

“Change in market value of investments -828”

Form 990-ez, Part III, Line 31

“Provide support for local community.”

Raw XML Appendix128 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/PersonNm0DOUG MOREY
IRS990EZ/BooksInCareOfDetail/PhoneNum09524425161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 261
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020486
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015686
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0591
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064858
IRS990EZ/FundraisingGrossIncomeAmt062119
IRS990EZ/GrossReceiptsAmt085285
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0713
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064858
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064858
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT KUHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG MOREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT MCDOUGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARREN NOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-828
IRS990EZ/OtherExpensesTotalAmt054557
IRS990EZ/OtherRevenueTotalAmt01967
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/ProgramServiceExpensesAmt07635
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014451
IRS990EZ/SpecialEventsNetIncomeLossAmt047668
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055148
IRS990EZ/TotalProgramServiceExpensesAmt032134
IRS990EZ/TotalRevenueAmt070834
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WACONIAROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014451
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062119
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047668
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014451
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07137
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 1,967 TOTAL 1,967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 503 OFFICE SUPPLIES 1,011 TRAVEL 3,818 MEETINGS 15,079 DONATIONS 1,500 DISTRICT DUES 3,834 MISCELLANEOUS 2,091 STRIVE EXPENSE 7,351 COMMUNITY SERVICE PROJECT 11,360 FOREIGN EXCHANGE PROGRAM 7,635 BANK FEES 375 TOTAL 54,557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MARKET VALUE OF INVESTMENTS -828
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG MOREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACONIA WEST CARVER ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0411569313
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 261
ReturnHeader/Filer/USAddress/CityNm0WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274174412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0580 CHERRY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553874578
ReturnHeader/PreparerPersonGrp/PhoneNum09524424408
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON CPA
ReturnHeader/ReturnTs02016-11-15T12:55:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,858
Liabilities
$0
Net assets
$64,858
Revenue
$70,834
Expenses
$55,148
Net income
$15,686
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