Civic Intelligence

Rotary Club of Indianola

990EZ • Fiscal year 2014 • EIN 42-1151606

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 31, 2014

Organization Profile
210 W 2nd Ave50125

(515) 961-0099

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-9.8%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

1.1%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$54,787

Down $4,021 (-6.8%) from 2013

Net Assets

Down

$54,787

Down $4,001 (-6.8%) from 2013

Liabilities

Down

$0

Down $20 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Up

$40,803

Up $452 (+1.1%) from 2013

Expenses

Up

$44,804

Up $5,920 (+15%) from 2013

Net Income

Down

-$4,001

Down $5,468 (-373%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2012: $57,321Liabilities 2012: $02012Assets 2013: $58,808Liabilities 2013: $20Net Assets 2013: $58,7882013Assets 2014: $54,787Liabilities 2014: $0Net Assets 2014: $54,7872014Assets 2015: $58,484Liabilities 2015: $0Net Assets 2015: $58,4842015Assets 2016: $57,150Liabilities 2016: $5752016

Highlighted filing

2014

Assets$54,787
Liabilities$0
Net Assets$54,787
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $38,619Expenses 2012: $37,842Net Income 2012: $7772012Revenue 2013: $40,351Expenses 2013: $38,884Net Income 2013: $1,4672013Revenue 2014: $40,803Expenses 2014: $44,804Net Income 2014: -$4,0012014Revenue 2015: $43,140Expenses 2015: $39,443Net Income 2015: $3,6972015Revenue 2016: $39,275Expenses 2016: $41,184Net Income 2016: -$1,9092016

Highlighted filing

2014

Revenue$40,803
Expenses$44,804
Net Income-$4,001
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 31, 2014
Return Version
2013v3.1
Gross Receipts
$40,803
Mission and Program Overview

Mission

Support benevolent projects

Program Services

DescriptionGrantsExpenses
VARIOUS COMMUNITY PROJECTS SEE ATTACHED$16,291$18,573
SCHOLARSHIPS- INDIANOLA DOLLARS FOR SCHOLARS 2 SIMPSON COLLEGE SCHOLARSHIPS$938$2,100
FINANCIAL SUPPORT-CLUB SPONSORED EXCHANGE STUDENT FEES INCLUDING MEALSSTIPENDBOOKS AND FEES STUDENTS -INBOUND 1-$127
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary ColemanTreasurer-$0--
Drew GockenPresident-$0--
Laura DreesVice President-$0--
Arlen SchrumSecretary-$0--
Filing and Contact Details

Filer

EIN
42-1151606

Signing Officer

Name
Drew Gocken
Title
President
Phone
5159610099
Signed
2014-08-31
Discuss with paid preparer
No

Preparer

Preparer
Gary B Coleman
Phone
5159610099
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountP.Harris Member Donations 3,930”

List of grants and similar amounts paid Part I line 10

“Activity Exchange students Grantee Outbound and inbound students Street misc City, State, Zip Indianola, IA 50125Relationship none Amount 127Activity Scholarships Grantee Indianola High School students Street 1304 E 2nd Ave City, State, Zip Indianola, IA 50125Relationship none Amount 600Activity Dictionary project Grantee Indianola Elementary students Street 1304 E 2nd Ave City, State, Zip Indianola, IA 50125Relationship none Amount 598Activity misc activitites Grantee various benevolent activities Street misc City, State, Zip Indianola, IA 50125Relationship none Amount 13,029Activity Rotary Book Sale Grantee Indianola Library Street 207 North B St City, State, Zip Indianola, IA 50125Relationship none Amount 1,016Activity Paul Harris Foundation Grantee Rotary International Street 1560 Sherman Ave City, State, Zip Evanston, IL 60201Relationship none Amount 3,930Activity Simpson College Scholarships Grantee Simpson College Students Street 701 N C St City, State, Zip Indianola, IA 50125Relationship None Amount 1,500”

Description of other expenses Part I line 16

“Description Amountadvertising and promotion 165Website and office 467Badges 195Conferences 1,494Dues District 6000 1,650Dues Rotary International 3,922Meals 15,201Banners 391Miscellaneous 101Bank Fees (58)”

Description of other assets Part II line 24

“Category Beginning of Year End of Yearmembers accounts 2,497 1,475”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPolio Plus 20 0”

Raw XML Appendix129 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/PersonNm0Gary Coleman
IRS990EZ/BooksInCareOfDetail/PhoneNum05159610099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10509 Norwood Pl
IRS990EZ/BooksInCareOfDetail/USAddress/City0Indianola
IRS990EZ/BooksInCareOfDetail/USAddress/State0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode050125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4001
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058808
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054787
IRS990EZ/FundraisingGrossIncomeAmt013300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020800
IRS990EZ/GrossReceiptsAmt040803
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt069
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023504
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gary Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Drew Gocken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Drees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Arlen Schrum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02497
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01475
IRS990EZ/OtherExpensesTotalAmt023528
IRS990EZ/OtherRevenueTotalAmt03930
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT BENEVOLENT PROJECTS
IRS990EZ/PrintingPublicationsPostageAmt0476
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL SUPPORT-CLUB SPONSORED EXCHANGE STUDENT FEES INCLUDING MEALSSTIPENDBOOKS AND FEES STUDENTS -INBOUND 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS- INDIANOLA DOLLARS FOR SCHOLARS 2 SIMPSON COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VARIOUS COMMUNITY PROJECTS SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0938
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0127
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt013300
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044804
IRS990EZ/TotalProgramServiceExpensesAmt020800
IRS990EZ/TotalRevenueAmt040803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Club
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountP.Harris Member Donations 3,930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Exchange students Grantee Outbound and inbound students Street misc City, State, Zip Indianola, IA 50125Relationship none Amount 127Activity Scholarships Grantee Indianola High School students Street 1304 E 2nd Ave City, State, Zip Indianola, IA 50125Relationship none Amount 600Activity Dictionary project Grantee Indianola Elementary students Street 1304 E 2nd Ave City, State, Zip Indianola, IA 50125Relationship none Amount 598Activity misc activitites Grantee various benevolent activities Street misc City, State, Zip Indianola, IA 50125Relationship none Amount 13,029Activity Rotary Book Sale Grantee Indianola Library Street 207 North B St City, State, Zip Indianola, IA 50125Relationship none Amount 1,016Activity Paul Harris Foundation Grantee Rotary International Street 1560 Sherman Ave City, State, Zip Evanston, IL 60201Relationship none Amount 3,930Activity Simpson College Scholarships Grantee Simpson College Students Street 701 N C St City, State, Zip Indianola, IA 50125Relationship None Amount 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description Amountadvertising and promotion 165Website and office 467Badges 195Conferences 1,494Dues District 6000 1,650Dues Rotary International 3,922Meals 15,201Banners 391Miscellaneous 101Bank Fees (58)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of Yearmembers accounts 2,497 1,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearPolio Plus 20 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Drew Gocken
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05159610099
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF INDIANOLA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0421151606
ReturnHeader/Filer/USAddress/AddressLine10210 W 2ND AVE
ReturnHeader/Filer/USAddress/City0INDIANOLA
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421433541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gary B Coleman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10210 West 2nd Ave Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Indianola
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050125
ReturnHeader/PreparerPersonGrp/PhoneNum05159610099
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary B Coleman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-11T10:45:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,787
Liabilities
$0
Net assets
$54,787
Revenue
$40,803
Expenses
$44,804
Net income
-$4,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$57.2$0.58$39.3$41.2$1.91
2015Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$43.1$39.4$3.70
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$40.8$44.8$4.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$0.02$58.8$40.4$38.9$1.47
2012Summary only. Only limited summary data is available for this year.$57.3$0.00$38.6$37.8$0.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits