Civic Intelligence

Rotary Club of East Polk County

EIN 42-1149774 • 501(c)4 • Altoona, IA

Profile

To promote business ethics

100 8th Street SEAltoona, IA 50009

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.37x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

63rd percentile

3.8%

Faster asset growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-4.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$17,916

Up $653 (+3.8%) from 2017

Liabilities

Up

$6,692

Up $215 (+3.3%) from 2017

Net Assets

Up

$11,224

Up $438 (+4.1%) from 2017

Operations
Liabilities / Revenue85th percentileNet Margin51st percentile

Revenue

Down

$32,278

Down $1,646 (-4.9%) from 2017

Expenses

Down

$31,670

Down $1,598 (-4.8%) from 2017

Net Income

Down

$608

Down $48 (-7.3%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$30K$20K$10K$0Assets 2012: $11,112Liabilities 2012: $173Net Assets 2012: $10,9392012Assets 2013: $26,860Liabilities 2013: $908Net Assets 2013: $25,9522013Assets 2014: $23,136Liabilities 2014: $11,953Net Assets 2014: $11,1832014Assets 2015: $22,279Liabilities 2015: $11,623Net Assets 2015: $10,6562015Assets 2016: $21,403Liabilities 2016: $11,098Net Assets 2016: $10,3052016Assets 2017: $17,263Liabilities 2017: $6,477Net Assets 2017: $10,7862017Assets 2018: $17,916Liabilities 2018: $6,692Net Assets 2018: $11,2242018

Highlighted filing

2018

Assets$17,916
Liabilities$6,692
Net Assets$11,224
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $35,805Expenses 2012: $41,700Net Income 2012: -$5,8952012Revenue 2013: $54,720Expenses 2013: $39,452Net Income 2013: $15,2682013Revenue 2014: $41,952Expenses 2014: $56,729Net Income 2014: -$14,7772014Revenue 2015: $30,897Expenses 2015: $31,347Net Income 2015: -$4502015Revenue 2016: $36,485Expenses 2016: $36,806Net Income 2016: -$3212016Revenue 2017: $33,924Expenses 2017: $33,268Net Income 2017: $6562017Revenue 2018: $32,278Expenses 2018: $31,670Net Income 2018: $6082018

Highlighted filing

2018

Revenue$32,278
Expenses$31,670
Net Income$608
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,916
Liabilities
$6,692
Net assets
$11,224
Revenue
$32,278
Expenses
$31,670
Net income
$608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$17.9$6.69$11.2$32.3$31.7$0.61
2017Detailed filing. Detailed filing data is available for this year.$17.3$6.48$10.8$33.9$33.3$0.66
2016Detailed filing. Detailed filing data is available for this year.$21.4$11.1$10.3$36.5$36.8$0.32
2015Detailed filing. Detailed filing data is available for this year.$22.3$11.6$10.7$30.9$31.3$0.45
2014Detailed filing. Detailed filing data is available for this year.$23.1$12.0$11.2$42.0$56.7$14.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.91$26.0$54.7$39.5$15.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.17$10.9$35.8$41.7$5.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 16, 2018
Return Version
2017v2.2
Gross Receipts
$36,707
Mission and Program Overview

Mission

To promote business ethics

Program Services

DescriptionGrantsExpenses
The club sponsors social and educational activities to encourage ethics and fellowship. The club provides scholarships to deserving college students.$35-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MASONPresident-$0--
LINDA HARRISTreasurer-$0--
MICHAEL HARTWIGPresident Elect-$0--
MIKE HAMILTONFoundation CHR-$0--
PAUL CORNELIUSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of East Polk County
EIN
42-1149774
Address
100 8TH STREET SE, ALTOONA, IA 50009

Signing Officer

Name
Linda Harris
Title
Treasurer
Signed
2018-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322-3775
Preparer
Kim L Jacobsen CPA
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $771”

Other Expenses.1002

“Office Expenses $512”

Other Expenses.1012

“Insurance $97”

Other Expenses.1

“MEALS EXPENSE $7848”

Other Expenses.2

“ROTARY DUES $2580”

Other Expenses.3

“Meetings & seminars $1800”

Other Expenses.4

“Interact club expenses $1000”

Other Expenses.5

“Miscellaneous expense $655”

Other Expenses.6

“Rotary subscriptions $354”

Other Expenses.7

“SOCIAL EVENTS $35”

Total Liabilities.1

“PAUL HARRIS FELLOWSHIP - Beginning $173 PAUL HARRIS FELLOWSHIP - Ending $98”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“PROJECTED LIABILITIES - Beginning $4804 PROJECTED LIABILITIES - Ending $4804”

Total Liabilities.4

“PROJECTED GRANT MATCH - Beginning $1500 PROJECTED GRANT MATCH - Ending $1500”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HARRIS ACCOUNTING TAXES
IRS990EZ/BooksInCareOfDetail/PhoneNum05159677174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 8TH STREET SE STE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALTOONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017263
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06368
IRS990EZ/CostOfGoodsSoldAmt01600
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0608
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt044
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017263
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017916
IRS990EZ/FundraisingGrossIncomeAmt010010
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015974
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-208
IRS990EZ/GrossReceiptsAmt036707
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01392
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0156
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015968
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HARTWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL CORNELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Foundation Chr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-170
IRS990EZ/OtherExpensesTotalAmt015652
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote business ethics
IRS990EZ/ProgramServiceRevenueAmt02813
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club sponsors social and educational activities to encourage ethics and fellowship. The club provides scholarships to deserving college students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02829
IRS990EZ/SpecialEventsNetIncomeLossAmt07181
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06477
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06692
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031670
IRS990EZ/TotalProgramServiceExpensesAmt035
IRS990EZ/TotalRevenueAmt032278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS EXPENSE $7848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY DUES $2580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS & SEMINARS $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTERACT CLUB EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS EXPENSE $655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROTARY SUBSCRIPTIONS $354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SOCIAL EVENTS $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAUL HARRIS FELLOWSHIP - Beginning $173 PAUL HARRIS FELLOWSHIP - Ending $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROJECTED LIABILITIES - Beginning $4804 PROJECTED LIABILITIES - Ending $4804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PROJECTED GRANT MATCH - Beginning $1500 PROJECTED GRANT MATCH - Ending $1500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF EAST POLK COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0421149774
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 8TH STREET SE
ReturnHeader/Filer/USAddress/CityNm0ALTOONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420721983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timmins Jacobsen & Strawhacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010550 New York Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223775
ReturnHeader/PreparerPersonGrp/PhoneNum05152708080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM L JACOBSEN CPA
ReturnHeader/ReturnTs02018-07-16T08:59:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.