Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 42-1149774

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 17, 2015

Organization ProfileN/A
100 8th Street SEAltoona, IA 50009

(515) 967-7174

Siviq Scores

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

Liabilities / Assets

91st percentile

0.52x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.38x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

37th percentile

-1.5%

Higher net margin than 37% 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

36th percentile

-3.7%

Faster asset growth than 36% 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 / Assets91st percentile

Assets

Down

$22,279

Down $857 (-3.7%) from 2014

Net Assets

Down

$10,656

Down $527 (-4.7%) from 2014

Liabilities

Down

$11,623

Down $330 (-2.8%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin37th percentile

Revenue

Down

$30,897

Down $11,055 (-26%) from 2014

Expenses

Down

$31,347

Down $25,382 (-45%) from 2014

Net Income

Up

-$450

Up $14,327 (+97%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2015

Assets$22,279
Liabilities$11,623
Net Assets$10,656
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: $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

2015

Revenue$30,897
Expenses$31,347
Net Income-$450
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$36,141
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.$1,439-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC BORSETHDirector-$0--
LINDA HARRISTreasurer-$0--
STEVEN HALLPast President-$0--
MARTI KLINEDirector-$0--
PAM DONAHUEDirector-$0--
KIM BYERSPresident-$0--
WALT MOZDZERSecretary-$0--
STEVE MATHERDirector-$0--
MIKE HAMILTONDirector-$0--
NORMA BETTISDirector-$0--
TOM DOWNSDirector-$0--
CORRIE LAMBERTPresident Elect-$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
2015-08-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $255”

Other Expenses.1002

“Office Expenses $750”

Other Expenses.1009

“Depreciation $308”

Other Expenses.1012

“Insurance $102”

Other Expenses.1

“MEALS EXPENSE $8447”

Other Expenses.2

“ROTARY DUES $3124”

Other Expenses.3

“SOCIAL EVENTS $1439”

Other Expenses.4

“Meetings & seminars $1223”

Other Expenses.5

“Interact club expenses $1000”

Other Expenses.6

“Rotary subscriptions $463”

Other Expenses.7

“Miscellaneous expense $102”

Other Assets.1003

“Machinery and Equipment - Beginning $769 Machinery and Equipment - Ending $461”

Total Liabilities.1

“PAUL HARRIS FELLOWSHIP - Beginning $123 PAUL HARRIS FELLOWSHIP - Ending $123”

Total Liabilities.2

“ROTARY RIVERWALK PARK - Beginning $330 ROTARY RIVERWALK PARK - Ending $0”

Total Liabilities.3

“PROJECTED LIABILITIES - Beginning $11500 PROJECTED LIABILITIES - Ending $11500”

Raw XML Appendix172 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/USAddress/CityNm0ALTOONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050009
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02068
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC BORSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTI KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WALT MOZDZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE MATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NORMA BETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOM DOWNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CORRIE LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0769
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0461
IRS990EZ/OtherChangesInNetAssetsAmt0-77
IRS990EZ/OtherExpensesTotalAmt017213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote business ethics
IRS990EZ/ProgramServiceRevenueAmt03158
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club sponsors social and educational activities to encourage ethics and fellowship. The club provides scholarships to deserving college students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01439
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02728
IRS990EZ/SpecialEventsNetIncomeLossAmt04796
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011953
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011623
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031347
IRS990EZ/TotalProgramServiceExpensesAmt01439
IRS990EZ/TotalRevenueAmt030897
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS EXPENSE $8447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DUES $3124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENTS $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS & SEMINARS $1223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERACT CLUB EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ROTARY SUBSCRIPTIONS $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSE $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $769 Machinery and Equipment - Ending $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAUL HARRIS FELLOWSHIP - Beginning $123 PAUL HARRIS FELLOWSHIP - Ending $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROTARY RIVERWALK PARK - Beginning $330 ROTARY RIVERWALK PARK - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROJECTED LIABILITIES - Beginning $11500 PROJECTED LIABILITIES - Ending $11500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
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/PreparerFirmName/BusinessNameLine1Txt0Timmins Kroll & Jacobsen 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/PreparerPersonNm0DONALD C TIMMINS CPA
ReturnHeader/ReturnTs02015-08-17T08:47:53-07:00
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
$22,279
Liabilities
$11,623
Net assets
$10,656
Revenue
$30,897
Expenses
$31,347
Net income
-$450
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