Civic Intelligence

Rotary International Ames Morning Rotary Club

990EZ • Fiscal year 2022 • EIN 42-1333588

Jul 01, 2021 to Jun 30, 2022 • Filed on May 16, 2023

PO Box 2432Ames, IA 50010

(515) 291-9666

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$75,565

Down $15,748 (-17%) from 2021

Net Assets

$75,565

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$26,791

Down $37,450 (-58%) from 2021

Expenses

Down

$42,539

Down $2,285 (-5.1%) from 2021

Net Income

Down

-$15,748

Down $35,165 (-181%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $33,249Liabilities 2011: $02011Assets 2012: $33,243Liabilities 2012: $02012Assets 2013: $34,424Liabilities 2013: $02013Assets 2014: $33,462Liabilities 2014: $02014Assets 2015: $0Net Assets 2015: $02015Assets 2016: $30,920Liabilities 2016: $02016Assets 2017: $55,320Liabilities 2017: $02017Assets 2018: $63,348Liabilities 2018: $02018Assets 2019: $84,827Liabilities 2019: $02019Assets 2020: $71,896Liabilities 2020: $02020Assets 2021: $91,313Liabilities 2021: $02021Assets 2022: $75,565Liabilities 2022: $0Net Assets 2022: $75,5652022Assets 2023: $79,502Liabilities 2023: $0Net Assets 2023: $79,5022023Assets 2024: $93,420Liabilities 2024: $0Net Assets 2024: $93,4202024Assets 2025: $104,721Liabilities 2025: $0Net Assets 2025: $104,7212025

Highlighted filing

2022

Assets$75,565
Liabilities$0
Net Assets$75,565

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $46,942Expenses 2011: $49,841Net Income 2011: -$2,8992011Revenue 2012: $47,173Expenses 2012: $47,180Net Income 2012: -$72012Revenue 2013: $42,427Expenses 2013: $41,246Net Income 2013: $1,1812013Revenue 2014: $41,380Expenses 2014: $42,342Net Income 2014: -$9622014Revenue 2015: $40,628Expenses 2015: $37,636Net Income 2015: $2,9922015Revenue 2016: $30,729Expenses 2016: $36,263Net Income 2016: -$5,5342016Revenue 2017: $74,716Expenses 2017: $50,316Net Income 2017: $24,4002017Revenue 2018: $56,711Expenses 2018: $48,683Net Income 2018: $8,0282018Revenue 2019: $82,747Expenses 2019: $61,268Net Income 2019: $21,4792019Revenue 2020: $34,438Expenses 2020: $47,369Net Income 2020: -$12,9312020Revenue 2021: $64,241Expenses 2021: $44,824Net Income 2021: $19,4172021Revenue 2022: $26,791Expenses 2022: $42,539Net Income 2022: -$15,7482022Revenue 2023: $39,613Expenses 2023: $35,676Net Income 2023: $3,9372023Revenue 2024: $40,292Expenses 2024: $26,374Net Income 2024: $13,9182024Revenue 2025: $35,096Expenses 2025: $23,795Net Income 2025: $11,3012025

Highlighted filing

2022

Revenue$26,791
Expenses$42,539
Net Income-$15,748
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 16, 2023
Return Version
2021v4.1
Gross Receipts
$26,791
Mission and Program Overview

Mission

SERVICE

Service to Others Literacy

Program Services

DescriptionGrantsExpenses
Supported the Raising Readers of Story County Programs Books for 6 month olds at 6 month doctor visits$2,100$5,381
The Rotary Foundation - Paul Harrison-$2,825
Provided a local scholarship through the Ames Rotary Foundation-$2,000
Provided support to the StoveTeam International progarm-$1,575
Provided support to Blessman International-$1,000
Rotary District 6000 HEF fund - to provide support to orphaned children in India-$1,000
Scholarship for a youth to attend RYLA Rotary Youth Leadership-$450
Recognition of 3 local teachers 100 each-$300
support of the Ames Boys Girls club-$200
support of The Bridge Home-$200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Al Hermanson15President-$0--
Dave MillerSecretary-$0--
Jean SheetsTreasurer-$0--
Andra ReasonPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
42-1333588
Phone
5152919666
Address
PO BOX 2432, AMES, IA 50010

Signing Officer

Name
Jean Sheets
Title
Treasurer
Phone
5152919666
Signed
2023-05-16
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.10 - items paid in excess of $5,000. These are all listed under Part III but no individual check was over $5,000. Item 28 under Part 3 was $3,000 paid to Raising Readers of Story County; $2,100 paid to ACPC (Ames Community Preschool Center) $100 to Susan Dunn for Costumes; and $181 to Carolyn Jons for Reading summit expenses Part 1.16 - other expenses Dues $6,067.47 Bank / investment administrative fees $1,334.66 Morning meal fee $7,314.95 ClubRunner (website) $600 Suppliers $364.56 Social Events $90.00; Investment losses $11,716 Total $27,488

Raw XML Appendix150 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/BooksInCareOfDetail/PhoneNum05152919666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0414 South 17th Street Ste 107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ames
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt020789
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Al Hermanson15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dave Miller
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andra Reason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027490
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service to Others Literacy
IRS990EZ/PrintingPublicationsPostageAmt0118
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided a local scholarship through the Ames Rotary Foundation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided support to the StoveTeam International progarm
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Provided support to Blessman International
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Rotary District 6000 HEF fund - to provide support to orphaned children in India
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Scholarship for a youth to attend RYLA Rotary Youth Leadership
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Recognition of 3 local teachers 100 each
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7support of the Ames Boys Girls club
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8support of The Bridge Home
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt41000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt5450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt6300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt7200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt8200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt92825
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.10 - items paid in excess of $5,000. These are all listed under Part III but no individual check was over $5,000. Item 28 under Part 3 was $3,000 paid to Raising Readers of Story County; $2,100 paid to ACPC (Ames Community Preschool Center) $100 to Susan Dunn for Costumes; and $181 to Carolyn Jons for Reading summit expenses Part 1.16 - other expenses Dues $6,067.47 Bank / investment administrative fees $1,334.66 Morning meal fee $7,314.95 ClubRunner (website) $600 Suppliers $364.56 Social Events $90.00; Investment losses $11,716 Total $27,488
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean Sheets
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05152919666
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0421333588
ReturnHeader/Filer/PhoneNum05152919666
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2432
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050010
ReturnHeader/ReturnTs02023-05-16T18:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sheets
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.35$0.24$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.40$0.26$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.40$0.36$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.27$0.43$0.16
2021Summary only. Only limited summary data is available for this year.$0.91$0.00$0.64$0.45$0.19
2020Summary only. Only limited summary data is available for this year.$0.72$0.00$0.34$0.47$0.13
2019Summary only. Only limited summary data is available for this year.$0.85$0.00$0.83$0.61$0.21
2018Summary only. Only limited summary data is available for this year.$0.63$0.00$0.57$0.49$0.08
2017Summary only. Only limited summary data is available for this year.$0.55$0.00$0.75$0.50$0.24
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$0.36$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.41$0.38$0.03
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.41$0.42$0.01
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.42$0.41$0.01
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.47$0.47$0.00
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.47$0.50$0.03