Civic Intelligence

Washington Rotary Club

EIN 42-1130073 • 501(c)4 • Washington, IA

Profile

Local community betterment and scholarships

206 South Iowa AveWashington, IA 52353

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-25%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$29,580

Up $6,538 (+28%) from 2015

Liabilities

Up

$600

Up $600 from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue71st percentileNet Margin82nd percentile

Revenue

Down

$23,107

Down $7,671 (-25%) from 2015

Expenses

Down

$17,169

Down $18,428 (-52%) from 2015

Net Income

Up

$5,938

Up $10,757 (+223%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $17,374Liabilities 2012: $4,415Net Assets 2012: $12,9592012Assets 2013: $19,921Net Assets 2013: $19,9212013Assets 2014: $27,861Liabilities 2014: $0Net Assets 2014: $27,8612014Assets 2015: $23,042Liabilities 2015: $0Net Assets 2015: $23,0422015Assets 2016: $29,580Liabilities 2016: $6002016

Highlighted filing

2016

Assets$29,580
Liabilities$600
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $36,607Expenses 2012: $37,791Net Income 2012: -$1,1842012Revenue 2013: $33,297Expenses 2013: $26,335Net Income 2013: $6,9622013Revenue 2014: $41,626Expenses 2014: $33,686Net Income 2014: $7,9402014Revenue 2015: $30,778Expenses 2015: $35,597Net Income 2015: -$4,8192015Revenue 2016: $23,107Expenses 2016: $17,169Net Income 2016: $5,9382016

Highlighted filing

2016

Revenue$23,107
Expenses$17,169
Net Income$5,938
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$29,580
Liabilities
$600
Net assets
-
Revenue
$23,107
Expenses
$17,169
Net income
$5,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$29.6$0.60$23.1$17.2$5.94
2015Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$30.8$35.6$4.82
2014Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$41.6$33.7$7.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$19.9$33.3$26.3$6.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$4.42$13.0$36.6$37.8$1.18
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 4, 2015
Return Version
2014v5.0
Gross Receipts
$34,587
Mission and Program Overview

Mission

Local community betterment and scholarships

Program Services

DescriptionGrantsExpenses
PROVIDING LOCAL AND INTERNATIONAL PROMOTION OF SOCIAL WELFARE$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN WELLINGTONPresidentPT$0--
CHERYL KURTZSecretaryPT$0--
TERRY ENGELKENTreasurerPT$0--
TSALIKA DROWNVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Washington Rotary Club
EIN
42-1130073
Phone
3196536561
Address
206 SOUTH IOWA AVE, WASHINGTON, IA 52353

Signing Officer

Name
Jim Mostek
Title
Treasurer
Phone
3196532151
Signed
2015-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Koller & Company Llp
Address
206 SOUTH IOWA AVE, WASHINGTON, IA 52353-1736
Preparer
Mark a Kendall CPA
Phone
3196536561
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: MISC INTEREST. Amount: 15.”

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

“Description: CONTRIBUTIONS,SCHOLARSHIPS AND DONATIONS. Amount: 15,357. Description: MEALS & FOOD PANTRY. Amount: 12,626. Description: DUES AND SUBSCRIPTIONS. Amount: 5,631. Description: ADVERTISING. Amount: 256. Description: CONFERENCES AND MEETINGS. Amount: 930. Description: SUPPLIES. Amount: 304. Description: INSURANCE & LEVY. Amount: 140. Description: MISC. Amount: 353. Total to Form 990-EZ, line 16: 35,597.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: MISC. RECEIVABLES. Beg. of Year Amount: 1,550. End of Year Amount: 1,475.”

Raw XML Appendix120 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/BusinessName/BusinessNameLine1Txt0TERRY ENGELKEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03196536561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 SOUTH MARION
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052353
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4819
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt023042
IRS990EZ/FundraisingGrossIncomeAmt012692
IRS990EZ/GrossReceiptsAmt034587
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt021880
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027861
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023042
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027861
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023042
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0SUSAN WELLINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL KURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY ENGELKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TSALIKA DROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01550
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01475
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035597
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL COMMUNITY BETTERMENT AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING LOCAL AND INTERNATIONAL PROMOTION OF SOCIAL WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03809
IRS990EZ/SpecialEventsNetIncomeLossAmt08883
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035597
IRS990EZ/TotalRevenueAmt030778
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: MISC INTEREST. Amount: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CONTRIBUTIONS,SCHOLARSHIPS AND DONATIONS. Amount: 15,357. Description: MEALS & FOOD PANTRY. Amount: 12,626. Description: DUES AND SUBSCRIPTIONS. Amount: 5,631. Description: ADVERTISING. Amount: 256. Description: CONFERENCES AND MEETINGS. Amount: 930. Description: SUPPLIES. Amount: 304. Description: INSURANCE & LEVY. Amount: 140. Description: MISC. Amount: 353. Total to Form 990-EZ, line 16: 35,597.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: MISC. RECEIVABLES. Beg. of Year Amount: 1,550. End of Year Amount: 1,475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MOSTEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03196532151
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0421130073
ReturnHeader/Filer/PhoneNum03196536561
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 SOUTH IOWA AVE
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052353
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421512528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 SOUTH IOWA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0523531736
ReturnHeader/PreparerPersonGrp/PhoneNum03196536561
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A KENDALL CPA
ReturnHeader/ReturnTs02015-12-08T11:04:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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