Civic Intelligence

Rotary International Ankeny

EIN 42-1143535 • 501(c)4 • Urbandale, IA

Profile

The Rotary Club of Ankeny exists to encourage, fund, and perform various service projects in and around Ankeny, Iowa and beyond through its affiliation with Rotary Internation, The Rotary Foundation, and Rotary District 6000.

P O Box 7641Urbandale, IA 50323

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-0.9%

Higher net margin than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

48th percentile

-1.6%

Faster asset growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-29%

Faster revenue growth than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$97,683

Down $1,568 (-1.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$97,683

Down $1,568 (-1.6%) from 2023

Revenue

Down

$167,349

Down $69,542 (-29%) from 2023

Expenses

Down

$168,917

Down $41,259 (-20%) from 2023

Net Income

Down

-$1,568

Down $28,283 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $18,866Net Assets 2010: $18,8662010Assets 2011: $41,791Net Assets 2011: $41,7912011Assets 2012: $50,170Net Assets 2012: $50,1702012Assets 2013: $47,841Net Assets 2013: $47,8412013Assets 2014: $47,641Net Assets 2014: $47,6412014Assets 2015: $50,654Net Assets 2015: $50,6542015Assets 2016: $61,096Net Assets 2016: $61,0962016Assets 2017: $49,725Net Assets 2017: $49,7252017Assets 2018: $39,654Net Assets 2018: $39,6542018Assets 2019: $82,692Net Assets 2019: $82,6922019Assets 2020: $73,146Net Assets 2020: $73,1462020Assets 2021: $63,557Net Assets 2021: $63,5572021Assets 2022: $72,536Net Assets 2022: $72,5362022Assets 2023: $99,251Liabilities 2023: $0Net Assets 2023: $99,2512023Assets 2024: $97,683Net Assets 2024: $97,6832024

Highlighted filing

2024

Assets$97,683
Liabilities-
Net Assets$97,683

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $53,185Expenses 2010: $59,390Net Income 2010: -$6,2052010Revenue 2011: $103,659Expenses 2011: $80,734Net Income 2011: $22,9252011Revenue 2012: $82,570Expenses 2012: $74,191Net Income 2012: $8,3792012Revenue 2013: $117,923Expenses 2013: $120,252Net Income 2013: -$2,3292013Revenue 2014: $93,901Expenses 2014: $94,101Net Income 2014: -$2002014Revenue 2015: $83,501Expenses 2015: $80,488Net Income 2015: $3,0132015Revenue 2016: $103,742Expenses 2016: $93,300Net Income 2016: $10,4422016Revenue 2017: $103,231Expenses 2017: $114,602Net Income 2017: -$11,3712017Revenue 2018: $109,082Expenses 2018: $119,153Net Income 2018: -$10,0712018Revenue 2019: $160,927Expenses 2019: $117,889Net Income 2019: $43,0382019Revenue 2020: $94,442Expenses 2020: $103,988Net Income 2020: -$9,5462020Revenue 2021: $88,066Expenses 2021: $97,655Net Income 2021: -$9,5892021Revenue 2022: $123,398Expenses 2022: $114,419Net Income 2022: $8,9792022Revenue 2023: $236,891Expenses 2023: $210,176Net Income 2023: $26,7152023Revenue 2024: $167,349Expenses 2024: $168,917Net Income 2024: -$1,5682024

Highlighted filing

2024

Revenue$167,349
Expenses$168,917
Net Income-$1,568

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.67$1.69$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.37$2.10$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.23$1.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.88$0.98$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.94$1.04$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.61$1.18$0.43
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.09$1.19$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.03$1.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.04$0.93$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.84$0.80$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.94$0.94$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$1.18$1.20$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.83$0.74$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$1.04$0.81$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.53$0.59$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$167,849
Mission and Program Overview

Mission

SERVICE PROJECTS

Program Services

DescriptionGrantsExpenses
SUPPORT THE WORK OF ROTARY INTERNATIONAL, THE ROTARY FOUNDATIONAND GRANTS FOR ROTARY DISTRICT 6000 FUND PROJECTS AROUNDTHE WORLD AND WORKING TO ELIMINATE POLIO$29,317$29,502
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kent PattersonPresident-$0--
Wendy ChapmanSecretary-$0--
James RamseyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$112,236$112,236$7,992$104,244
Golf Ball Drop$8,890$8,890-$8,890
Total Events$121,126$121,126$26,960$94,166
Filing and Contact Details

Filer

Filer Name
Rotary International Ankeny
EIN
42-1143535
Phone
5159635192
Address
P O BOX 7641, URBANDALE, IA 50323

Signing Officer

Name
James Ramsey
Title
Treasurer
Phone
5159635192
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Delmar R Mohler CPA
Address
2455 Scenic Valley Dr, West Des Moines, IA 50265
Preparer
Delmar R Mohler CPA
Phone
5152827250
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The IRS Form 990 is prepared by an accountant and reviewed by the treasurer prior to being filed. The Treasurer reports to the Board at their monthly meetings and keeps them informed of the IRS Form 990 filing status. The IRS Form is available for review by anyone desiring to example it.

Pt VI, Line 15B

The Secretary has served in that capacity for many years without any compensation and has enabled the organization to function effectively. In recognition of the extensive work performed over many years, a decision was made to provide a modest stipend as the Secretary trains and equips several others to assume portions of the work necessary for the continued effective operation of the organization.

Form 990EZ, Part I, Line 8

Miscellaneous income 2461.

Form 990EZ, Part I, Line 10

Grant for general purposes; Other Non-Profit; Ankeny Service Center: 641 S Ankeny Blve, Suite H, Ankeny, IA, 50023; None, 05/23/2024 20423.

Form 990EZ, Part I, Line 10

General purposes; Other Non-Profit; Starts Right Here: 455 SW 5th Street, Suite A, Des Moines, IA, 50309; None, 06/03/2024 15000.

Form 990EZ, Part I, Line 10

General purposes; Other Non-Profit; Ankeny Police Foundation: 411 SW Ordnance Rd, Ankeny, IA, ; None, 07/05/2023 14195.

Form 990EZ, Part I, Line 10

Starter capital for new Rotary Club; Other Non-Profit; Rotary Club of Ankeny Evening: Other Non-Profit, Ankeny, IA, 50023; Sister organization, 07/17/2023 13223.

Form 990EZ, Part I, Line 10

General purposes; Other Non-Profit; Rotary Foundation: 1560 Sherman Ave, Evanston, IL, 60201; Sister organization, 11785.

Form 990EZ, Part I, Line 10

Tree planting project; Other Non-Profit; City of Ankeny: 410 W. First Street, Ankeny, IA, ; None, 05/21/2024 10000.

Form 990EZ, Part I, Line 10

General purposes; Other Non-Profit; Rotary International: 1560 Sherman Ave, Evanston, IL, 60201; Sister organization, 8302.

Form 990EZ, Part I, Line 16

Grants and donation of less than $5,000 each 22832.

Form 990EZ, Part I, Line 16

Meals 24393.

Form 990EZ, Part I, Line 16

Social expenses 2866.

Form 990EZ, Part I, Line 16

Supplies 2599.

Form 990EZ, Part I, Line 16

RYLA Exchange Student expenses 6483.

Form 990EZ, Part I, Line 16

Miscellaneous expenses 5045.

Form 990EZ, Part I, Line 16

Membership dues 4478.

Form 990EZ, Part I, Line 16

Computer software subscriptions 768.

Form 990EZ, Part II, Line 24

Prepaid expenses

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/PrimaryExemptPurposeTxt0SERVICE PROJECTS
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The IRS Form 990 is prepared by an accountant and reviewed by the treasurer prior to being filed. The Treasurer reports to the Board at their monthly meetings and keeps them informed of the IRS Form 990 filing status. The IRS Form is available for review by anyone desiring to example it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Secretary has served in that capacity for many years without any compensation and has enabled the organization to function effectively. In recognition of the extensive work performed over many years, a decision was made to provide a modest stipend as the Secretary trains and equips several others to assume portions of the work necessary for the continued effective operation of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous income 2461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grant for general purposes; Other Non-Profit; Ankeny Service Center: 641 S Ankeny Blve, Suite H, Ankeny, IA, 50023; None, 05/23/2024 20423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General purposes; Other Non-Profit; Starts Right Here: 455 SW 5th Street, Suite A, Des Moines, IA, 50309; None, 06/03/2024 15000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5General purposes; Other Non-Profit; Ankeny Police Foundation: 411 SW Ordnance Rd, Ankeny, IA, ; None, 07/05/2023 14195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Starter capital for new Rotary Club; Other Non-Profit; Rotary Club of Ankeny Evening: Other Non-Profit, Ankeny, IA, 50023; Sister organization, 07/17/2023 13223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7General purposes; Other Non-Profit; Rotary Foundation: 1560 Sherman Ave, Evanston, IL, 60201; Sister organization, 11785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tree planting project; Other Non-Profit; City of Ankeny: 410 W. First Street, Ankeny, IA, ; None, 05/21/2024 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9General purposes; Other Non-Profit; Rotary International: 1560 Sherman Ave, Evanston, IL, 60201; Sister organization, 8302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grants and donation of less than $5,000 each 22832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals 24393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Social expenses 2866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplies 2599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14RYLA Exchange Student expenses 6483.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous expenses 5045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Membership dues 4478.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Computer software subscriptions 768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Prepaid expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05159635192
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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ReturnHeader/Filer/EIN0421143535
ReturnHeader/Filer/PhoneNum05159635192
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ReturnHeader/Filer/USAddress/CityNm0URBANDALE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delmar R Mohler CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02455 Scenic Valley Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050265
ReturnHeader/PreparerPersonGrp/PhoneNum05152827250
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Delmar R Mohler CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T14:17:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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