Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 42-1149774

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 14, 2016

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.

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

Liabilities / Revenue

86th percentile

0.30x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

39th percentile

-0.9%

Higher net margin than 39% of similar nonprofits.

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

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.

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

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$21,403

Down $876 (-3.9%) from 2015

Net Assets

Down

$10,305

Down $351 (-3.3%) from 2015

Liabilities

Down

$11,098

Down $525 (-4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin39th percentile

Revenue

Up

$36,485

Up $5,588 (+18%) from 2015

Expenses

Up

$36,806

Up $5,459 (+17%) from 2015

Net Income

Up

-$321

Up $129 (+29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$21,403
Liabilities$11,098
Net Assets$10,305
Open 2016 Filing

Operations Trend

Revenue Growth78th 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

2016

Revenue$36,485
Expenses$36,806
Net Income-$321
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 14, 2016
Return Version
2015v2.0
Gross Receipts
$39,629
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.$646-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC BORSETHDirector-$0--
LINDA HARRISTreasurer-$0--
MARTI KLINEDirector-$0--
STEVE MATHERDirector-$0--
MIKE HAMILTONDirector-$0--
NORMA BETTISDirector-$0--
CORINNE LAMBERTPresident-$0--
PAUL CORNELIUSSecretary-$0--
DARRELL HANSONVice President-$0--
ADAM KLINEDirector-$0--
RYAN SWALWELLDirector-$0--
NED LOONEYDirector-$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
2016-07-14
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 $774”

Other Expenses.1009

“Depreciation $308”

Other Expenses.1012

“Insurance $90”

Other Expenses.1

“MEALS EXPENSE $7712”

Other Expenses.2

“Projected grant match $3000”

Other Expenses.3

“ROTARY DUES $2844”

Other Expenses.4

“Meetings & seminars $1430”

Other Expenses.5

“Interact club expenses $1000”

Other Expenses.6

“SOCIAL EVENTS $646”

Other Expenses.7

“Miscellaneous expense $426”

Other Expenses.8

“Rotary subscriptions $415”

Other Assets.1003

“Machinery and Equipment - Beginning $461 Machinery and Equipment - Ending $153”

Total Liabilities.1

“PAUL HARRIS FELLOWSHIP - Beginning $123 PAUL HARRIS FELLOWSHIP - Ending $98”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“PROJECTED LIABILITIES - Beginning $11500 PROJECTED LIABILITIES - Ending $8000”

Raw XML Appendix180 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/BOYAmt021818
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09875
IRS990EZ/CostOfGoodsSoldAmt01600
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-321
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022279
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021403
IRS990EZ/FundraisingGrossIncomeAmt07537
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017606
IRS990EZ/GrossReceiptsAmt039629
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01600
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0168
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016849
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC BORSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTI KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE MATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NORMA BETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CORINNE LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL CORNELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DARRELL HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ADAM KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RYAN SWALWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NED LOONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0461
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0153
IRS990EZ/OtherChangesInNetAssetsAmt0-30
IRS990EZ/OtherExpensesTotalAmt018900
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote business ethics
IRS990EZ/ProgramServiceRevenueAmt03600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club sponsors social and educational activities to encourage ethics and fellowship. The club provides scholarships to deserving college students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0646
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01544
IRS990EZ/SpecialEventsNetIncomeLossAmt05993
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011623
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011098
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036806
IRS990EZ/TotalProgramServiceExpensesAmt0646
IRS990EZ/TotalRevenueAmt036485
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS EXPENSE $7712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROJECTED GRANT MATCH $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY DUES $2844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS & SEMINARS $1430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERACT CLUB EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SOCIAL EVENTS $646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSE $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ROTARY SUBSCRIPTIONS $415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $461 Machinery and Equipment - Ending $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAUL HARRIS FELLOWSHIP - Beginning $123 PAUL HARRIS FELLOWSHIP - Ending $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROJECTED LIABILITIES - Beginning $11500 PROJECTED LIABILITIES - Ending $8000
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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.3
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-14
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/ReturnTs02016-07-14T07:09:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,403
Liabilities
$11,098
Net assets
$10,305
Revenue
$36,485
Expenses
$36,806
Net income
-$321
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