Civic Intelligence

Rotary International Marshalltown

990EZ • Fiscal year 2017 • EIN 42-0722948

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 02, 2017

Organization ProfileN/A
PO Box 64Marshalltown, IA 50158

(641) 366-3330

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

36th percentile

-2.2%

Higher net margin than 36% 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

33rd percentile

-5.0%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

34th percentile

-7.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,488

Down $2,309 (-5.0%) from 2016

Net Assets

Down

$43,488

Down $2,309 (-5.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$103,654

Down $8,576 (-7.6%) from 2016

Expenses

Down

$105,963

Down $39,433 (-27%) from 2016

Net Income

Up

-$2,309

Up $30,857 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $39,580Liabilities 2011: $0Net Assets 2011: $39,5802011Assets 2012: $44,697Liabilities 2012: $0Net Assets 2012: $44,6972012Assets 2013: $50,412Liabilities 2013: $0Net Assets 2013: $50,4122013Assets 2014: $67,028Liabilities 2014: $0Net Assets 2014: $67,0282014Assets 2015: $78,963Liabilities 2015: $0Net Assets 2015: $78,9632015Assets 2016: $45,797Net Assets 2016: $45,7972016Assets 2017: $43,488Net Assets 2017: $43,4882017Assets 2018: $39,941Net Assets 2018: $39,9412018Assets 2019: $46,732Net Assets 2019: $46,7322019Assets 2020: $55,032Liabilities 2020: $350Net Assets 2020: $54,6822020Assets 2021: $68,338Liabilities 2021: $75Net Assets 2021: $68,2632021Assets 2022: $60,740Liabilities 2022: $50Net Assets 2022: $60,6902022Assets 2023: $57,490Net Assets 2023: $57,4902023Assets 2024: $54,357Liabilities 2024: $02024Assets 2025: $55,770Net Assets 2025: $55,7702025

Highlighted filing

2017

Assets$43,488
Liabilities-
Net Assets$43,488
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $104,683Expenses 2011: $102,878Net Income 2011: $1,8052011Revenue 2012: $105,529Expenses 2012: $100,412Net Income 2012: $5,1172012Revenue 2013: $102,913Expenses 2013: $97,565Net Income 2013: $5,3482013Revenue 2014: $143,011Expenses 2014: $126,395Net Income 2014: $16,6162014Revenue 2015: $130,967Expenses 2015: $119,032Net Income 2015: $11,9352015Revenue 2016: $112,230Expenses 2016: $145,396Net Income 2016: -$33,1662016Revenue 2017: $103,654Expenses 2017: $105,963Net Income 2017: -$2,3092017Revenue 2018: $99,988Expenses 2018: $103,535Net Income 2018: -$3,5472018Revenue 2019: $109,676Expenses 2019: $102,885Net Income 2019: $6,7912019Revenue 2020: $96,111Expenses 2020: $88,161Net Income 2020: $7,9502020Revenue 2021: $89,432Expenses 2021: $75,851Net Income 2021: $13,5812021Revenue 2022: $95,981Expenses 2022: $103,554Net Income 2022: -$7,5732022Revenue 2023: $99,537Expenses 2023: $102,737Net Income 2023: -$3,2002023Revenue 2024: $93,796Expenses 2024: $96,929Net Income 2024: -$3,1332024Revenue 2025: $102,386Expenses 2025: $100,973Net Income 2025: $1,4132025

Highlighted filing

2017

Revenue$103,654
Expenses$105,963
Net Income-$2,309
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$103,654
Mission and Program Overview

Mission

CIVIC LEAGUE

Program Services

DescriptionGrantsExpenses
SPECIAL GRANTS & CONTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS TO HELP SPECIFIC GROUPS FURTHER THEIR TAX EXEMPT PURPOSES$16,570$71,980
MONTHLY NEWSLETTERS TO GENERAL MEMBERS TO INFORM MEMBERSHIP ON ACTIVITIES, PROGRAMS AND COMMUNITY SERVICE OPPORTUNITIES.-$14,161
WEEKLY MEETINGS ARE HELD TO ALLOW MEMBERS OPPORTUNITIES TO MEET & DISCUSS CURRENT SOCIAL & CIVIC TOPICS, SPEAKERS ARE INVITED TO ADDRESS THE MEMBERSHIP-$13,372
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HIBBSPast Preside-$0--
BILL FITZGERALDPresident-$0--
DENNIS DRAGERPresident El-$0--
ROGER GROTELUSCHENTreasurer-$0--
KATHY BAKERSecretary-$0--
ALAN ANSELMANBoard Member-$0--
JEFF LINTONBoard Member-$0--
MATT GARBERBoard Member-$0--
JERRY STEPHENSBoard Member-$0--
BRUCE WIRINBoard Member-$0--
DAWNETTE WILLISBoard Member-$0--
VAL RUFFBoard Member-$0--
KRIS NAUGHTONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Marshalltown
EIN
42-0722948
Phone
6413663330
Address
PO BOX 64, MARSHALLTOWN, IA 50158

Signing Officer

Name
Roger Groteluschen
Title
Treasurer
Phone
6413663330
Signed
2017-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Bergman CPA Tax & Accounting
Address
123 W MAIN ST STE B2, MARSHALLTOWN, IA 50158
Preparer
Ellen R Bergman
Phone
6417535400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 5,159 contract services 6,450 dues 15,037 meals 35,819 polio plus 1,880 programs 13,372 special projects 6,870 travel 2,754 grant expense 1,800 total 89,141”

Raw XML Appendix140 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ROGER GROTELUSCHEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06413663330
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHALLTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050158
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043488
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040397
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2309
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt016570
IRS990EZ/GrossReceiptsAmt0103654
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045797
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045797
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043488
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL HIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS DRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER GROTELUSCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALAN ANSELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF LINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATT GARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JERRY STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRUCE WIRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAWNETTE WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VAL RUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12KRIS NAUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089141
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC LEAGUE
IRS990EZ/PrintingPublicationsPostageAmt0252
IRS990EZ/ProgramServiceRevenueAmt063226
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL GRANTS & CONTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS TO HELP SPECIFIC GROUPS FURTHER THEIR TAX EXEMPT PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY MEETINGS ARE HELD TO ALLOW MEMBERS OPPORTUNITIES TO MEET & DISCUSS CURRENT SOCIAL & CIVIC TOPICS, SPEAKERS ARE INVITED TO ADDRESS THE MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONTHLY NEWSLETTERS TO GENERAL MEMBERS TO INFORM MEMBERSHIP ON ACTIVITIES, PROGRAMS AND COMMUNITY SERVICE OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016570
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113372
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105963
IRS990EZ/TotalProgramServiceExpensesAmt099513
IRS990EZ/TotalRevenueAmt0103654
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 5,159 CONTRACT SERVICES 6,450 DUES 15,037 MEALS 35,819 POLIO PLUS 1,880 PROGRAMS 13,372 SPECIAL PROJECTS 6,870 TRAVEL 2,754 GRANT EXPENSE 1,800 TOTAL 89,141
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER GROTELUSCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06413663330
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MARSHALLTOWN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0420722948
ReturnHeader/Filer/PhoneNum06413663330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02CC1651B8F71E86359B55F442CE3A3E7F3126922
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C0AF12CC052A4CB2FE2AA3C3F60745E890C06E3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680490314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGMAN CPA TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 W MAIN ST STE B2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALLTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417535400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN R BERGMAN
ReturnHeader/ReturnTs02017-10-02T09:47:21-05:00
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
$43,488
Liabilities
-
Net assets
$43,488
Revenue
$103,654
Expenses
$105,963
Net income
-$2,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.02$1.01$0.01
2024Summary only. Only limited summary data is available for this year.$0.54$0.00$0.94$0.97$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.00$1.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.96$1.04$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.89$0.76$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.96$0.88$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$1.10$1.03$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$1.00$1.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.04$1.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.12$1.45$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.31$1.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.43$1.26$0.17
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$1.03$0.98$0.05
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.06$1.00$0.05
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$1.05$1.03$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits