Civic Intelligence

Waconia West Carver Rotary

990EZ • Fiscal year 2022 • EIN 41-1569313

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 25, 2022

Organization ProfilePORTAL.CLUBRUNNER.CA/6749
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

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

4.3%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

4.1%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$168,275

Down $7,572 (-4.3%) from 2021

Net Assets

Down

$168,275

Down $7,572 (-4.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin49th percentile

Revenue

Up

$52,152

Up $2,078 (+4.1%) from 2021

Expenses

Up

$49,898

Up $9,003 (+22%) from 2021

Net Income

Down

$2,254

Down $6,925 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$168,275
Liabilities$0
Net Assets$168,275
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$52,152
Expenses$49,898
Net Income$2,254
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 25, 2022
Return Version
2021v4.2
Gross Receipts
$85,053
Mission and Program Overview

Mission

Provide support for others in need.

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.$0$26,809
SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM ANDAWARDING INDIVIDUAL SCHOLARSHIPS$0$4,136
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG SCHEFFVice President-$0--
MITCHELL SCRIMGEOURPresident-$0--
RON KOLBTreasurer-$0--
EDWARD VAN EECKHOUTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Dinner Fundraiser$22,005$22,005$20,265$1,740
Golf Tournament$10,274$10,274$8,368$1,906
Total Events$51,439$51,439$32,901$18,538
Filing and Contact Details

Filer

Filer Name
Waconia West Carver Rotary
EIN
41-1569313
Phone
9524425161
Address
PO BOX 261, WACONIA, MN 55387

Signing Officer

Name
Ron Kolb
Title
Treasurer
Phone
9524425161
Signed
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Company Ltd
Address
570 CHERRY DRIVE, WACONIA, MN 55387
Preparer
Michael Peterson
Phone
9524424408
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 6. Description: dividends. Amount: 3,691. Total included on form 990-ez, line 4: 3,697.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conference expense. Amount: 11,872. Description: rotary dues. Amount: 4,524. Description: miscellaneous. Amount: 1,157. Description: strive expenses. Amount: 4,136. Description: community group support. Amount: 26,809. Total to form 990-ez, line 16: 48,498.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: change in market value of investments. Amount: -9,826.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0RON KOLB
IRS990EZ/BooksInCareOfDetail/PhoneNum09523807357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 261
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0175847
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04002
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175847
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168275
IRS990EZ/FundraisingGrossIncomeAmt051439
IRS990EZ/GrossReceiptsAmt085053
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03697
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt025915
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175847
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175847
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG SCHEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MITCHELL SCRIMGEOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON KOLB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDWARD VAN EECKHOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-9826
IRS990EZ/OtherExpensesTotalAmt048498
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR OTHERS IN NEED.
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED FOR LOCAL COMMUNITY GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORED YOUTH DEVELOPMENT TROUGH STRIVE PROGRAM ANDAWARDING INDIVIDUAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026809
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14136
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032901
IRS990EZ/SpecialEventsNetIncomeLossAmt018538
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049898
IRS990EZ/TotalProgramServiceExpensesAmt030945
IRS990EZ/TotalRevenueAmt052152
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PORTAL.CLUBRUNNER.CA/6749/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032901
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE DINNER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051439
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018538
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04268
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6. DESCRIPTION: DIVIDENDS. AMOUNT: 3,691. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 11,872. DESCRIPTION: ROTARY DUES. AMOUNT: 4,524. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,157. DESCRIPTION: STRIVE EXPENSES. AMOUNT: 4,136. DESCRIPTION: COMMUNITY GROUP SUPPORT. AMOUNT: 26,809. TOTAL TO FORM 990-EZ, LINE 16: 48,498.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHANGE IN MARKET VALUE OF INVESTMENTS. AMOUNT: -9,826.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON KOLB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09524425161
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACONIA WEST CARVER ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0411569313
ReturnHeader/Filer/PhoneNum09524425161
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 261
ReturnHeader/Filer/USAddress/CityNm0WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274177412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 CHERRY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055387
ReturnHeader/PreparerPersonGrp/PhoneNum09524424408
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON
ReturnHeader/ReturnTs02022-11-09T13:01:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOLB
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,275
Liabilities
$0
Net assets
$168,275
Revenue
$52,152
Expenses
$49,898
Net income
$2,254
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