Civic Intelligence

Washington Rotary Club

990EZ • Fiscal year 2015 • EIN 42-1130073

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 04, 2015

Organization ProfileN/A
206 South Iowa AveWashington, IA 52353

(319) 653-6561

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

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

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.

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

Asset Growth

17th percentile

-17%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-26%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$23,042

Down $4,819 (-17%) from 2014

Net Assets

Down

$23,042

Down $4,819 (-17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$30,778

Down $10,848 (-26%) from 2014

Expenses

Up

$35,597

Up $1,911 (+5.7%) from 2014

Net Income

Down

-$4,819

Down $12,759 (-161%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2015

Assets$23,042
Liabilities$0
Net Assets$23,042
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$30,778
Expenses$35,597
Net Income-$4,819
Open 2015 Filing
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 Pay85th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,042
Liabilities
$0
Net assets
$23,042
Revenue
$30,778
Expenses
$35,597
Net income
-$4,819
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