Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 42-1149774

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 13, 2017

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

89th percentile

0.38x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.0%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$17,263

Down $4,140 (-19%) from 2016

Net Assets

Up

$10,786

Up $481 (+4.7%) from 2016

Liabilities

Down

$6,477

Down $4,621 (-42%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin47th percentile

Revenue

Down

$33,924

Down $2,561 (-7.0%) from 2016

Expenses

Down

$33,268

Down $3,538 (-9.6%) from 2016

Net Income

Up

$656

Up $977 (+304%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2017

Assets$17,263
Liabilities$6,477
Net Assets$10,786
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$33,924
Expenses$33,268
Net Income$656
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 13, 2017
Return Version
2016v3.0
Gross Receipts
$37,978
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.$1,442-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MASONPresident Elect-$0--
LINDA HARRISTreasurer-$0--
MICHAEL HARTWIGPres Nominee-$0--
TOM DOWNSMembership CHR-$0--
MIKE HAMILTONFoundation CHR-$0--
PAUL CORNELIUSSecretary-$0--
DARRELL HANSONPresident-$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
2017-07-13
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 $929”

Other Expenses.1002

“Office Expenses $517”

Other Expenses.1009

“Depreciation $153”

Other Expenses.1012

“Insurance $85”

Other Expenses.1

“MEALS EXPENSE $7106”

Other Expenses.2

“ROTARY DUES $2610”

Other Expenses.3

“SOCIAL EVENTS $1442”

Other Expenses.4

“Interact club expenses $1000”

Other Expenses.5

“MEETINGS & SEMINARS $900”

Other Expenses.6

“Miscellaneous expense $467”

Other Expenses.7

“Rotary subscriptions $372”

Other Assets.1003

“Machinery and Equipment - Beginning $153 Machinery and Equipment - Ending $0”

Total Liabilities.1

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

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“PROJECTED LIABILITIES - Beginning $8000 PROJECTED LIABILITIES - Ending $4804”

Raw XML Appendix150 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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021250
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06509
IRS990EZ/CostOfGoodsSoldAmt01600
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt037978
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01600
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016980
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010786
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HARTWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM DOWNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL CORNELIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DARRELL HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRES NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP CHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Foundation Chr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0153
IRS990EZ/OtherChangesInNetAssetsAmt0-175
IRS990EZ/OtherExpensesTotalAmt015581
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote business ethics
IRS990EZ/ProgramServiceRevenueAmt02892
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club sponsors social and educational activities to encourage ethics and fellowship. The club provides scholarships to deserving college students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02454
IRS990EZ/SpecialEventsNetIncomeLossAmt07406
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011098
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06477
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033268
IRS990EZ/TotalProgramServiceExpensesAmt01442
IRS990EZ/TotalRevenueAmt033924
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS EXPENSE $7106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DUES $2610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENTS $1442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERACT CLUB EXPENSES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEETINGS & SEMINARS $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS EXPENSE $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ROTARY SUBSCRIPTIONS $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $153 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAUL HARRIS FELLOWSHIP - Beginning $98 PAUL HARRIS FELLOWSHIP - Ending $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROJECTED LIABILITIES - Beginning $8000 PROJECTED LIABILITIES - Ending $4804
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-13
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 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/ReturnTs02017-07-13T08:22:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,263
Liabilities
$6,477
Net assets
$10,786
Revenue
$33,924
Expenses
$33,268
Net income
$656
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