Civic Intelligence

Marshalltown Rotary Foundation

990EZ • Fiscal year 2024 • EIN 42-1208978

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 05, 2024

Organization ProfileNONE
102 East Church StMarshalltown, IA 50158

(641) 485-5486

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

38%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$236,339

Flat from 2024

Net Assets

$236,339

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Flat

$14,828

Flat from 2024

Expenses

Flat

$15,452

Flat from 2024

Net Income

Flat

-$624

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth81st 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: $176,981Liabilities 2022: $02022Assets 2023: $171,566Liabilities 2023: $02023Assets 2024: $236,339Net Assets 2024: $236,3392024Assets 2024: $236,339Liabilities 2024: $02024Assets 2025: $254,902Net Assets 2025: $254,9022025

Highlighted filing

2024

Assets$236,339
Liabilities-
Net Assets$236,339
Open 2024 Filing

Operations Trend

Revenue Growth29th 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 2023: $17,590Expenses 2023: $20,641Net Income 2023: -$3,0512023Revenue 2024: $14,828Expenses 2024: $15,452Net Income 2024: -$6242024Revenue 2024: $14,828Expenses 2024: $15,452Net Income 2024: -$6242024Revenue 2025: $12,452Expenses 2025: $14,899Net Income 2025: -$2,4472025

Highlighted filing

2024

Revenue$14,828
Expenses$15,452
Net Income-$624
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 5, 2024
Return Version
2023v5.0
Gross Receipts
$14,828
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.-$13,155
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS DRAGERPresident-$0--
SCOTT NERFSecretary-$0--
ROGER GROTELUSCHENTreasurer-$0--
GARY SCHAUDTDirector-$0--
JACQUE WYANTDirector-$0--
ERIN MCGREGORDirector-$0--
JIM LOWRANCEDirector-$0--
DOUG BEALSDirector-$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
6414855486
Signed
2024-08-05
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 20

“Investment changes 26,008 ppa 39,389”

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 Appendix152 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt065397
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013155
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015452
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IRS990EZ/TotalRevenueAmt014828
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010162
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT CHANGES 26,008 PPA 39,389
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.
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ReturnHeader/ReturnTs02024-08-05T12:19:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,339
Liabilities
-
Net assets
$236,339
Revenue
$14,828
Expenses
$15,452
Net income
-$624
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
2024Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.15$0.15$0.01
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