Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Rotary International Winona Rotary Club
EIN 41-6037532 • 501(c)4 • Winona, MN
Profile
Encourage and foster the ideal of service as a basis of worthy enterprise.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.36x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Balance Sheet
Assets
Up$91,571
Up $7,343 (+8.7%) from 2023
Liabilities
Up$32,811
Up $8,473 (+35%) from 2023
Net Assets
Down$58,760
Down $1,130 (-1.9%) from 2023
Revenue
Up$45,640
Up $3,474 (+8.2%) from 2023
Expenses
Down$46,770
Down $18,502 (-28%) from 2023
Net Income
Up-$1,130
Up $21,976 (+95%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $91,571
- Liabilities
- $32,811
- Net assets
- $58,760
- Revenue
- $45,640
- Expenses
- $46,770
- Net income
- -$1,130
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $74,913
Mission and Program Overview
Mission
Encourage and foster the ideal of service as a basis of worthy enterprise.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Club Service: Encourage the activities performed by each Rotarian to help make a successful Rotary Club. Vocational Service: Encourage activities which promote the Ideal of Service throughout the business and professional world. Community Service: Every Rotarian is urged to participate individually in those activities which make his or her community a better place to live. Youth services includes contributions to local organizations and programs for the benefit of grade school and high school children to foster literacy, leadership and teamwork. Other community service includes providing funds to local schools city parks and local programs. International Service: Encourage and foster the advancement and goodwill among the people of the world. Funds are provided to foreign Rotary Clubs to assist their communities with literacy, health issues and general welfare. We also support Rotary International Foundation polio plus and other programs and contribute to endowed programs at the local community foundation for international good will and assistance. International youth exchanges are encouraged and supported | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jeni Arnold | Treasurer | PT | $0 | - | - |
| Heidi Smith | Director | PT | $0 | - | - |
| Connie Tropple | Secretary | PT | $0 | - | - |
| Jim Vrchota | Director | PT | $0 | - | - |
| Dave Pierret | Director | PT | $0 | - | - |
| Christie Ransom | Director | PT | $0 | - | - |
| Lance Duellman | Director | PT | $0 | - | - |
| Terry Klonecki | President | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Ride the Ridges | $44,896 | $44,896 | $32,747 | $12,149 |
| Total Events | $44,896 | $44,896 | $32,747 | $12,149 |
Filing and Contact Details
Filer
- Filer Name
- Rotary International Winona Rotary Club
- EIN
- 41-6037532
- Phone
- 5074593333
- Address
- PO Box 963, Winona, MN 55987
Signing Officer
- Name
- Kathy Rollinger
- Title
- Treasurer
- Signed
- 2023-11-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Kathy Rollinger Consulting LLC
- Address
- 163 Walnut Street Ste 1, Winona, MN 55987
- Preparer
- Kathryn Rollinger
- Phone
- 5074593333
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.6
“| Donee's Name: Feed My Starving Children | Donee's Address: 990 Lone Oak Rd #136 Eagan MN 55121 | Cash Amount Given: $7414”
Other Expenses.1002
“Office Expenses $3230”
Other Expenses.1007
“Conferences, Conventions, and Meetings $7739”
Other Expenses.1
“Cost of Meals $17214”
Other Expenses.2
“District & National Dues $7628”
Other Expenses.3
“Contracted Services $5205”
Other Expenses.4
“Program $447”
Other Expenses.5
“Benevolence $243”
Other Expenses.6
“Credit Card Fees $127”
Other Assets.1005
“Accounts Receivable - Beginning $2722 Accounts Receivable - Ending $10690”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $216 Prepaid Expenses and Deferred Charges - Ending $185”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $500 Accounts Payable and Accrued Expenses - Ending $2918”
Total Liabilities.1003
“Deferred Revenue - Beginning $12722 Deferred Revenue - Ending $21420”
Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Kathy Rollinger |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5074593333 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 74 W Third St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Winona |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55987 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 93280 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 73353 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 905 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -23106 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 96218 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84228 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 44896 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21639 |
| IRS990EZ/GrossReceiptsAmt | 0 | 74913 |
| IRS990EZ/GroupExemptionNum | 0 | 0593 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 134 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 28978 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 82996 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 59890 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 82996 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 59890 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jeni Arnold |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Heidi Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Connie Tropple |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jim Vrchota |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Dave Pierret |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Christie Ransom |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Lance Duellman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Terry Klonecki |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2938 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10875 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 41833 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Encourage and foster the ideal of service as a basis of worthy enterprise. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Club Service: Encourage the activities performed by each Rotarian to help make a successful Rotary Club. Vocational Service: Encourage activities which promote the Ideal of Service throughout the business and professional world. Community Service: Every Rotarian is urged to participate individually in those activities which make his or her community a better place to live. Youth services includes contributions to local organizations and programs for the benefit of grade school and high school children to foster literacy, leadership and teamwork. Other community service includes providing funds to local schools city parks and local programs. International Service: Encourage and foster the advancement and goodwill among the people of the world. Funds are provided to foreign Rotary Clubs to assist their communities with literacy, health issues and general welfare. We also support Rotary International Foundation polio plus and other programs and contribute to endowed programs at the local community foundation for international good will and assistance. International youth exchanges are encouraged and supported |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 32747 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 12149 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13222 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 24338 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 65272 |
| IRS990EZ/TotalRevenueAmt | 0 | 42166 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 32747 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Ride the Ridges |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 44896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 44896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 44896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 44896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 12149 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 32747 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 32747 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Feed My Starving Children | Donee's Address: 990 Lone Oak Rd #136 Eagan MN 55121 | Cash Amount Given: $7414 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $3230 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, Conventions, and Meetings $7739 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Cost of Meals $17214 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | District & National Dues $7628 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Contracted Services $5205 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Program $447 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Benevolence $243 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Credit Card Fees $127 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Receivable - Beginning $2722 Accounts Receivable - Ending $10690 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Prepaid Expenses and Deferred Charges - Beginning $216 Prepaid Expenses and Deferred Charges - Ending $185 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $500 Accounts Payable and Accrued Expenses - Ending $2918 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Deferred Revenue - Beginning $12722 Deferred Revenue - Ending $21420 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1003 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kathy Rollinger |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary International Winona Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 416037532 |
| ReturnHeader/Filer/PhoneNum | 0 | 5074593333 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 963 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Winona |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55987 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 463613406 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Kathy Rollinger Consulting LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 163 Walnut Street Ste 1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Winona |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55987 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5074593333 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kathryn Rollinger |
| ReturnHeader/ReturnTs | 0 | 2023-11-13T08:50:27-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Kathy |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Rollinger |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.