Civic Intelligence

Marshalltown Rotary Foundation

990EZ • Fiscal year 2022 • EIN 42-1208978

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization ProfileNONE
102 East Church StMarshalltown, IA 50158

(641) 751-3498

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$176,981

Flat from 2022

Net Assets

$176,981

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Flat

$14,004

Flat from 2022

Expenses

Flat

$19,807

Flat from 2022

Net Income

Flat

-$5,803

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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: $176,981Net Assets 2022: $176,9812022Assets 2022: $176,981Liabilities 2022: $02022Assets 2023: $171,566Liabilities 2023: $02023Assets 2024: $236,339Liabilities 2024: $02024Assets 2025: $254,902Net Assets 2025: $254,9022025

Highlighted filing

2022

Assets$176,981
Liabilities-
Net Assets$176,981
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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 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

2022

Revenue$14,004
Expenses$19,807
Net Income-$5,803
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.0
Gross Receipts
$14,004
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.-$17,227
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS DRAGERPresident-$0--
SCOTT NERFSecretary-$0--
ROGER GROTELUSCHENTreasurer-$0--
GARY SCHAUDTDirector-$0--
PAUL 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
2022-11-03
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 I, Line 20

“Investment changes -10,640”

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 Appendix143 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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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/OtherChangesInNetAssetsAmt0-10640
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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TotalExpensesAmt019807
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IRS990EZ/TotalRevenueAmt014004
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025003
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04005
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03842
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IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.18000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT CHANGES -10,640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02022-11-03T14:00:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,981
Liabilities
-
Net assets
$176,981
Revenue
$14,004
Expenses
$19,807
Net income
-$5,803
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
2022Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.14$0.20$0.06
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