Civic Intelligence

Marshalltown Rotary Foundation

EIN 42-1208978 • 501(c)3 • Marshalltown, IA

Profile

The marshalltown rotary foundation is organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes the making of distributions to organizations that quallify as exempt organizations under 501(c)(3) of the internal revenue code or corresponding sections of any future federal tax code.

102 East Church StMarshalltown, IA 50158

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$254,902

Up $18,563 (+7.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$254,902

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$12,452

Down $2,376 (-16%) from 2024

Expenses

Down

$14,899

Down $553 (-3.6%) from 2024

Net Income

Down

-$2,447

Down $1,823 (-292%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2021: $229,802Net Assets 2021: $229,8022021Assets 2022: $176,981Liabilities 2022: $02022Assets 2023: $171,566Liabilities 2023: $02023Assets 2024: $236,339Liabilities 2024: $02024Assets 2025: $254,902Net Assets 2025: $254,9022025

Highlighted filing

2025

Assets$254,902
Liabilities-
Net Assets$254,902
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $52,411Expenses 2021: $20,867Net Income 2021: $31,5442021Revenue 2022: $14,004Expenses 2022: $19,807Net Income 2022: -$5,8032022Revenue 2023: $17,590Expenses 2023: $20,641Net Income 2023: -$3,0512023Revenue 2024: $14,828Expenses 2024: $15,452Net Income 2024: -$6242024Revenue 2025: $12,452Expenses 2025: $14,899Net Income 2025: -$2,4472025

Highlighted filing

2025

Revenue$12,452
Expenses$14,899
Net Income-$2,447
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,902
Liabilities
-
Net assets
$254,902
Revenue
$12,452
Expenses
$14,899
Net income
-$2,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.55$2.55$0.12$0.15$0.02
2024Summary only. Only limited summary data is available for this year.$2.36$0.00$0.15$0.15$0.01
2023Summary only. Only limited summary data is available for this year.$1.72$0.00$0.18$0.21$0.03
2022Summary only. Only limited summary data is available for this year.$1.77$0.00$0.14$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.52$0.21$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.0
Gross Receipts
$12,452
Mission and Program Overview

Mission

The marshalltown rotary foundation is organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes the making of distributions to organizations that quallify as exempt organizations under 501(c)(3) of the internal revenue code or corresponding sections of any future federal tax code.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND CHARITY FUNDING.$8,000$12,419
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT NERFSecretary-$0--
ROGER GROTELUSCHENTreasurer-$0--
GARY SCHAUDTPresident-$0--
JACQUE WYANTVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Marshalltown Rotary Foundation
EIN
42-1208978
Phone
6414855486
Address
102 EAST CHURCH ST, MARSHALLTOWN, IA 50158

Signing Officer

Name
Roger Groteluschen
Title
Treasurer
Phone
6417514398
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Rasmussen Tax & Accounting
Address
112 W CHURCH ST, MARSHALLTOWN, IA 50158
Preparer
Jeffrey R Rasmussen
Phone
6417535400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 8,000”

Form 990-ez, Part I, Line 16

“Expenses pass thru expense 2,140 total 2,140”

Form 990-ez, Part I, Line 20

“Investment changes 21,010 ppa 0”

Form 990-ez, Part III

“The marshalltown rotary foundation is organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes the making of distributions to organizations that quallify as exempt organizations under 501(c)(3) of the internal revenue code or corresponding sections of any future federal tax code.”

Raw XML Appendix147 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/PersonNm0ROGER GROTELUSCHEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06414855486
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02003 CATALINA PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHALLTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050158
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0236339
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254902
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05503
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2447
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04759
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0236339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254902
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossReceiptsAmt012452
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06949
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236339
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254902
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236339
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254902
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT NERF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER GROTELUSCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY SCHAUDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUE WYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt021010
IRS990EZ/OtherExpensesTotalAmt02140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MARSHALLTOWN ROTARY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALLIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTIONS OF ANY FUTURE FEDERAL TAX CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND CHARITY FUNDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012419
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014899
IRS990EZ/TotalProgramServiceExpensesAmt012419
IRS990EZ/TotalRevenueAmt012452
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04005
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04005
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95100
IRS990ScheduleA/PublicSupportPY509Pct00.94220
IRS990ScheduleA/PublicSupportTotal509Amt077720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018846
IRS990ScheduleA/Total509Grp/TotalAmt077720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PASS THRU EXPENSE 2,140 TOTAL 2,140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT CHANGES 21,010 PPA 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MARSHALLTOWN ROTARY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALLIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTIONS OF ANY FUTURE FEDERAL TAX CODE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER GROTELUSCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06417514398
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALLTOWN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0421208978
ReturnHeader/Filer/PhoneNum06414855486
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 EAST CHURCH ST
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831147413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RASMUSSEN TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 W CHURCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALLTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417535400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R RASMUSSEN
ReturnHeader/ReturnTs02025-09-14T15:32:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits