Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 41-1585988

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

Organization ProfileN/A
PO Box 144St Croix Fls, WI 54024-0144

(715) 483-9378

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

25th percentile

-8.5%

Higher net margin than 25% 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

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$12,055

Up $2,000 (+20%) from 2012

Net Assets

Down

$8,297

Down $1,758 (-17%) from 2012

Liabilities

Up

$3,758

Up $3,758 from 2012

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin25th percentile

Revenue

Down

$37,786

Down $13,608 (-26%) from 2012

Expenses

Down

$40,980

Down $8,145 (-17%) from 2012

Net Income

Down

-$3,194

Down $5,463 (-241%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15K$10K$5.0K$0Assets 2010: $9,213Liabilities 2010: $02010Assets 2011: $7,786Liabilities 2011: $0Net Assets 2011: $7,7862011Assets 2012: $10,055Liabilities 2012: $0Net Assets 2012: $10,0552012Assets 2014: $12,055Liabilities 2014: $3,758Net Assets 2014: $8,2972014

Highlighted filing

2014

Assets$12,055
Liabilities$3,758
Net Assets$8,297
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $52,359Expenses 2010: $52,022Net Income 2010: $3372010Revenue 2011: $45,787Expenses 2011: $47,214Net Income 2011: -$1,4272011Revenue 2012: $51,394Expenses 2012: $49,125Net Income 2012: $2,2692012Revenue 2014: $37,786Expenses 2014: $40,980Net Income 2014: -$3,1942014

Highlighted filing

2014

Revenue$37,786
Expenses$40,980
Net Income-$3,194
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$51,692
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquantance as an opportunity for service. 2. High ethical standards in business and professions; the recognition of worthiness of all useful occupations; and the dignifying by each rotarian of the their occupation as an opportunity to serve society. 3. The application of the ideal of service by every rotarian to their personal business and community life. 4. The advancement of the international understanding, goodwill, and peace through a world felloship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
ROTARY LUNCHES, WEEKLY MEMBERSHIP MEETINGS FEATURING SPEAKERS FROM VARIOUS CIVIC, SCHOOL, SOCIAL, AND BUSINESS ORGANIZATIONS, AND OTHER SOCIAL ACTIVITIES-$31,472
GRANTS TO VARIOUS ORGANIZATIONS, SCHOLARSHIP PROGRAMS, SCHOOL AND YOUTH PROJECTS, CIVIC ORGANIZATIONS, FOUNDATIONS AND CHARITABLE PROJECTS$9,508$9,508
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN SHOBERPresident-$0--
JON CERMINVice Preside-$0--
STEVE MCCORMACKSecretary-$0--
TOM ENGELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,464$17,464$12,076$5,388
Event 2$4,595$4,595$1,830$2,765
Total Events$22,059$22,059$13,906$8,153
Filing and Contact Details

Filer

EIN
41-1585988
Phone
7154839378

Signing Officer

Name
Tom Engel
Title
Treasurer
Phone
7154839378
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Todd D Anderson CPA
Phone
7152944880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative 4,085 chamber membership 125 dues 4,241 new club gift 100 officer training 922 reimbursements 163 bad debt writeoff 103 christmas party 1,144 shelter box 1,000 special kids day 1,000 meeting meals 12,323 halloween party 6,266 total 31,472”

Form 990-ez, Part II, Line 24

“Investing in youth entrepreneur 839 809 petty cash 200 0 total 1,039 809”

Form 990-ez, Part II, Line 26

“Deferred revenue 2,953 3,758”

Form 990-ez, Part III

“The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquantance as an opportunity for service. 2. High ethical standards in business and professions; the recognition of worthiness of all useful occupations; and the dignifying by each rotarian of the their occupation as an opportunity to serve society. 3. The application of the ideal of service by every rotarian to their personal business and community life. 4. The advancement of the international understanding, goodwill, and peace through a world felloship of business and professional persons united in the ideal of service.”

Raw XML Appendix134 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/PersonNm0DAN SHOBER
CompensationExplanation/CompensationExplanationGrp/PersonNm1JON CERMIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2STEVE MCCORMACK
CompensationExplanation/CompensationExplanationGrp/PersonNm3TOM ENGEL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THOMAS ENGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum07154839378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10145 BLANDING WOODS RD
IRS990EZ/BooksInCareOfDetail/USAddress/City0ST CROIX FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01784
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3194
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014444
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IRS990EZ/FundraisingGrossIncomeAmt022059
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09508
IRS990EZ/GrossReceiptsAmt051692
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04142
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08297
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08297
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN SHOBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON CERMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE MCCORMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM ENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01039
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0809
IRS990EZ/OtherExpensesTotalAmt031472
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1. THE DEVELOPMENT OF ACQUANTANCE AS AN OPPORTUNITY FOR SERVICE. 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING BY EACH ROTARIAN OF THE THEIR OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY. 3. THE APPLICATION OF THE IDEAL OF SERVICE BY EVERY ROTARIAN TO THEIR PERSONAL BUSINESS AND COMMUNITY LIFE. 4. THE ADVANCEMENT OF THE INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/ProgramServiceRevenueAmt023698
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY LUNCHES, WEEKLY MEMBERSHIP MEETINGS FEATURING SPEAKERS FROM VARIOUS CIVIC, SCHOOL, SOCIAL, AND BUSINESS ORGANIZATIONS, AND OTHER SOCIAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO VARIOUS ORGANIZATIONS, SCHOLARSHIP PROGRAMS, SCHOOL AND YOUTH PROJECTS, CIVIC ORGANIZATIONS, FOUNDATIONS AND CHARITABLE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09508
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19508
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013906
IRS990EZ/SpecialEventsNetIncomeLossAmt08153
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02953
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03758
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040980
IRS990EZ/TotalProgramServiceExpensesAmt040980
IRS990EZ/TotalRevenueAmt037786
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022059
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WANNIGAN DAYS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CAR RAFFLE/ BRA
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08153
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013906
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012076
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE 4,085 CHAMBER MEMBERSHIP 125 DUES 4,241 NEW CLUB GIFT 100 OFFICER TRAINING 922 REIMBURSEMENTS 163 BAD DEBT WRITEOFF 103 CHRISTMAS PARTY 1,144 SHELTER BOX 1,000 SPECIAL KIDS DAY 1,000 MEETING MEALS 12,323 HALLOWEEN PARTY 6,266 TOTAL 31,472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTING IN YOUTH ENTREPRENEUR 839 809 PETTY CASH 200 0 TOTAL 1,039 809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 2,953 3,758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1. THE DEVELOPMENT OF ACQUANTANCE AS AN OPPORTUNITY FOR SERVICE. 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING BY EACH ROTARIAN OF THE THEIR OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY. 3. THE APPLICATION OF THE IDEAL OF SERVICE BY EVERY ROTARIAN TO THEIR PERSONAL BUSINESS AND COMMUNITY LIFE. 4. THE ADVANCEMENT OF THE INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM ENGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07154839378
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTL
ReturnHeader/Filer/BusinessName/BusinessNameLine20ST CROIX FALLS- TAYLORS FALLS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411585988
ReturnHeader/Filer/PhoneNum07154839378
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 144
ReturnHeader/Filer/USAddress/City0ST CROIX FALLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0540240144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411562398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARLSON HIGHLAND & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10304 3RD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OSCEOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054020
ReturnHeader/PreparerPersonGrp/PhoneNum07152944880
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD D ANDERSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T11:41:18-06:00
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
$12,055
Liabilities
$3,758
Net assets
$8,297
Revenue
$37,786
Expenses
$40,980
Net income
-$3,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$12.1$3.76$8.30$37.8$41.0$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$51.4$49.1$2.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$0.00$7.79$45.8$47.2$1.43
2010Summary only. Only limited summary data is available for this year.$9.21$0.00$52.4$52.0$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits