Civic Intelligence

Waconia West Carver Rotary

990EZ • Fiscal year 2017 • EIN 41-1569313

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 13, 2017

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.

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

96th percentile

60%

Higher net margin than 96% 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

96th percentile

111%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

92nd percentile

63%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$136,564

Up $71,706 (+111%) from 2016

Net Assets

Up

$136,564

Up $71,706 (+111%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$115,255

Up $44,421 (+63%) from 2016

Expenses

Down

$46,104

Down $9,044 (-16%) from 2016

Net Income

Up

$69,151

Up $53,465 (+341%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2017

Assets$136,564
Liabilities$0
Net Assets$136,564
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$115,255
Expenses$46,104
Net Income$69,151
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 13, 2017
Return Version
2016v3.0
Gross Receipts
$128,513
Mission and Program Overview

Mission

Provide support for others in need.

Program Services

DescriptionGrantsExpenses
SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM AND AWARDING INDIVIDUAL SCHOLARSHIPS-$8,534
SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.-$8,167
SPONSORED YOUTH IN FOREIGN EXCHANGE PROGRAM-$6,906
PROVIDE SUPPORT FOR LOCAL COMMUNITY.-$107
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Sale$26,096$26,096$6,408$19,688
Duck Race$15,940$15,940$1,990$13,950
Total Events$53,351$53,351$13,258$40,093
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
2017-10-13
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 1,978 total 1,978”

Form 990-ez, Part I, Line 16

“Expenses advertising 840 office supplies 58 travel 1,767 meetings 18,689 district dues 4,700 miscellaneous 643 strive expense 8,534 community service project 8,167 foreign exchange program 2,206 total 45,604”

Form 990-ez, Part I, Line 20

“Change in market value of investments 2,555”

Form 990-ez, Part III, Line 31

“Provide support for local community.”

Raw XML Appendix136 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/BOYAmt064858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136564
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073184
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt069151
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136564
IRS990EZ/FundraisingGrossIncomeAmt053351
IRS990EZ/GrossReceiptsAmt0128513
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136564
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136564
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/PersonNm0DARREN NOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG MOREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT MCDOUGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN LAUMBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02555
IRS990EZ/OtherExpensesTotalAmt045604
IRS990EZ/OtherRevenueTotalAmt01978
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/ProgramServiceExpensesAmt06906
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18534
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28167
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3107
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013258
IRS990EZ/SpecialEventsNetIncomeLossAmt040093
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046104
IRS990EZ/TotalProgramServiceExpensesAmt023714
IRS990EZ/TotalRevenueAmt0115255
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WACONIAROTARY.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013258
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DUCK RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053351
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040093
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04860
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01990
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 1,978 TOTAL 1,978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 840 OFFICE SUPPLIES 58 TRAVEL 1,767 MEETINGS 18,689 DISTRICT DUES 4,700 MISCELLANEOUS 643 STRIVE EXPENSE 8,534 COMMUNITY SERVICE PROJECT 8,167 FOREIGN EXCHANGE PROGRAM 2,206 TOTAL 45,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MARKET VALUE OF INVESTMENTS 2,555
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/SignatureDt02017-10-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C02BBBC3DBA234D61BD662B789537F3AFC6A24C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C02BBBC3DBA234D61BD662B789537F3AFC6A24C8
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/PreparationDt02017-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON CPA
ReturnHeader/ReturnTs02017-11-10T10:43:19-06:00
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
$136,564
Liabilities
$0
Net assets
$136,564
Revenue
$115,255
Expenses
$46,104
Net income
$69,151
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