Civic Intelligence

Marshalltown Rotary Foundation

990EZ • Fiscal year 2021 • EIN 42-1208978

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

Organization ProfileNONE
102 East Church StMarshalltown, IA 50158

(641) 751-4398

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$229,802

No earlier filing loaded for comparison.

Net Assets

$229,802

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

$52,411

No earlier filing loaded for comparison.

Expenses

$20,867

No earlier filing loaded for comparison.

Net Income

$31,544

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$229,802
Liabilities-
Net Assets$229,802
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$52,411
Expenses$20,867
Net Income$31,544
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.0
Gross Receipts
$52,411
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.-$19,023
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS DRAGERPresident-$0--
SCOTT NERFSecretary-$0--
ROGER GROTELUSCHENTreasurer-$0--
GARY SCHAUDTDirector-$0--
DOUG BEALSDirector-$0--
JACQUE WYANTDirector-$0--
ERIN MCGREGORDirector-$0--
JIM LOWRANCEDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Roger Groteluschen
Title
Treasurer
Signed
2021-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Bergman CPA Tax & Accounting
Address
126 W MAIN ST, MARSHALLTOWN, IA 50158-5844
Preparer
Jeffrey R Rasmussen
Phone
6417535400
Supplemental Narrative

Additional Explanations

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 Appendix144 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DENNIS DRAGER
CompensationExplanation/CompensationExplanationGrp/PersonNm1SCOTT NERF
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROGER GROTELUSCHEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3GARY SCHAUDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4DOUG BEALS
CompensationExplanation/CompensationExplanationGrp/PersonNm5JACQUE WYANT
CompensationExplanation/CompensationExplanationGrp/PersonNm6ERIN MCGREGOR
CompensationExplanation/CompensationExplanationGrp/PersonNm7JIM LOWRANCE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROGER GROTELUSCHEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06417514398
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02003 CATALINA PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARSHALLTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050158
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0198258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0229802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014841
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020867
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0229802
IRS990EZ/GainOrLossFromSaleOfAssetsAmt033565
IRS990EZ/GrossReceiptsAmt052411
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt04005
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0198258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0229802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0198258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0229802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
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/PersonNm0DENNIS DRAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT NERF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROGER GROTELUSCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY SCHAUDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOUG BEALS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUE WYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIN MCGREGOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM LOWRANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/ProgramServiceExpensesAmt019023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt033565
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020867
IRS990EZ/TotalProgramServiceExpensesAmt019023
IRS990EZ/TotalRevenueAmt052411
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04005
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04005
IRS990ScheduleA/InvestmentIncomeCYPct00.18000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82470
IRS990ScheduleA/PublicSupportTotal509Amt018846
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018846
IRS990ScheduleA/Total509Grp/TotalAmt018846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER GROTELUSCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALLTOWN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0421208978
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 EAST CHURCH ST
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831147413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGMAN CPA TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALLTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0501585844
ReturnHeader/PreparerPersonGrp/PhoneNum06417535400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R RASMUSSEN
ReturnHeader/ReturnTs02021-10-11T09:59:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GROTELUSCHEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,802
Liabilities
-
Net assets
$229,802
Revenue
$52,411
Expenses
$20,867
Net income
$31,544
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