Civic Intelligence

Iowa Great Lakes Rotary

EIN 42-6039388 • 501(c)4 • Okoboji, IA

Profile

Rotary is a worldwide organization of business and professional leaders that provides service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.

PO Box 132Okoboji, IA 51355

www.iowagreatlakesrotary.org

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

53rd percentile

2.7%

Higher net margin than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

2.4%

Faster asset growth than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-12%

Faster revenue growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$52,723

Up $1,235 (+2.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$52,723

Up $1,235 (+2.4%) from 2024

Revenue

Down

$45,763

Down $6,315 (-12%) from 2024

Expenses

Up

$44,528

Up $988 (+2.3%) from 2024

Net Income

Down

$1,235

Down $7,303 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $14,846Net Assets 2010: $14,8462010Assets 2011: $12,123Net Assets 2011: $12,1232011Assets 2012: $12,867Net Assets 2012: $12,8672012Assets 2013: $13,964Liabilities 2013: $0Net Assets 2013: $13,9642013Assets 2014: $15,377Liabilities 2014: $0Net Assets 2014: $15,3772014Assets 2015: $16,843Liabilities 2015: $0Net Assets 2015: $16,8432015Assets 2019: $20,964Liabilities 2019: $0Net Assets 2019: $20,9642019Assets 2020: $15,924Liabilities 2020: $0Net Assets 2020: $15,9242020Assets 2021: $19,930Liabilities 2021: $0Net Assets 2021: $19,9302021Assets 2024: $51,488Net Assets 2024: $51,4882024Assets 2025: $52,723Net Assets 2025: $52,7232025

Highlighted filing

2025

Assets$52,723
Liabilities-
Net Assets$52,723

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $46,770Expenses 2010: $53,230Net Income 2010: -$6,4602010Revenue 2011: $38,792Expenses 2011: $41,515Net Income 2011: -$2,7232011Revenue 2012: $47,222Expenses 2012: $46,478Net Income 2012: $7442012Revenue 2013: $37,183Expenses 2013: $36,086Net Income 2013: $1,0972013Revenue 2014: $39,532Expenses 2014: $38,119Net Income 2014: $1,4132014Revenue 2015: $36,254Expenses 2015: $34,788Net Income 2015: $1,4662015Revenue 2019: $54,221Expenses 2019: $56,279Net Income 2019: -$2,0582019Revenue 2020: $54,730Expenses 2020: $59,770Net Income 2020: -$5,0402020Revenue 2021: $22,274Expenses 2021: $18,267Net Income 2021: $4,0072021Revenue 2024: $52,078Expenses 2024: $43,540Net Income 2024: $8,5382024Revenue 2025: $45,763Expenses 2025: $44,528Net Income 2025: $1,2352025

Highlighted filing

2025

Revenue$45,763
Expenses$44,528
Net Income$1,235

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.0
Gross Receipts
$54,942
Mission and Program Overview

Mission

The mission of rotary international is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
LOCAL COMMUNITY SUPPORT OF YOUTH PROGRAMS AND ACTIVITIES IN ARTS, ATHLETICS AND LEADERSHIP PROGRAMS. ADDITIONAL COMMUNITY SUPPORT INCLUDING FLOOD CLEANUP RELIEF EFFORTS AND SUPPORT OF LOCAL COMMUNITY PROJECTS.$12,770$12,770
SUPPORT OF DICKINSON COUNTY BEHAVIORAL HEALTH COALITION PROVIDING MENTAL HEALTH RESOURCES, INCLUDING SPEAKER SERIES, TO DICKINSON COUNTY SCHOOL AGED KIDS AND RESOURCES TO PARENTS.$7,450$7,450
SUPPORT OF THE ROTARY FOUNDATION TO PROVIDE SUPPORT TO LOCAL COMMUNITY AND WORLD PROGRAMS INCLUDING POLIO VACCINATION SUPPORT TO ERRADICATE POLIO.$2,721$2,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATY CAREYDirector-$0--
LEO KOFOOTSecretary-$0--
AMY MARLOWCo-President-$0--
MICHAEL SCHLITTERTreasurer-$0--
MARY SKOPECDirector-$0--
ERIN REEDDirector-$0--
JOHN BATTERNDirector-$0--
RACHELLE FRATZKEDirector-$0--
CYNTHIA ADAMSCo-President-$0--
KATHRYN FAHYDirector-$0--
MELANIE BECKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iowa Great Lakes Rotary
EIN
42-6039388
Phone
6053597177
Address
PO BOX 132, OKOBOJI, IA 51355

Signing Officer

Name
Cynthia Adams
Title
Co-president
Phone
7123322443
Signed
2025-07-15
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 12,770 cash contribution: 7,450

Form 990-ez, Part I, Line 16

Car drop advertising and promotion 887 mental health walk advertising 510 expenses advertising & promotion 504 information technology 564 conferences/meetings 13,178 district dues 1,143 international dues 3,145 sales tax 1,242 total 21,173

Form 990-ez, Part III

The mission of rotary international is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Raw XML Appendix131 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/PersonNm0MICHAEL SCHLITTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07123322443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03705 JACKSON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPIRIT LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052723
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034472
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01235
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0414
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051488
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052723
IRS990EZ/FundraisingGrossIncomeAmt012796
IRS990EZ/GamingGrossIncomeAmt07240
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022941
IRS990EZ/GrossReceiptsAmt054942
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0434
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051488
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051488
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATY CAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEO KOFOOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY MARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL SCHLITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY SKOPEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN BATTERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHELLE FRATZKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CYNTHIA ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHRYN FAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MELANIE BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021173
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ROTARY INTERNATIONAL IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL COMMUNITY SUPPORT OF YOUTH PROGRAMS AND ACTIVITIES IN ARTS, ATHLETICS AND LEADERSHIP PROGRAMS. ADDITIONAL COMMUNITY SUPPORT INCLUDING FLOOD CLEANUP RELIEF EFFORTS AND SUPPORT OF LOCAL COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF DICKINSON COUNTY BEHAVIORAL HEALTH COALITION PROVIDING MENTAL HEALTH RESOURCES, INCLUDING SPEAKER SERIES, TO DICKINSON COUNTY SCHOOL AGED KIDS AND RESOURCES TO PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF THE ROTARY FOUNDATION TO PROVIDE SUPPORT TO LOCAL COMMUNITY AND WORLD PROGRAMS INCLUDING POLIO VACCINATION SUPPORT TO ERRADICATE POLIO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012770
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17450
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22721
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012770
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09179
IRS990EZ/SpecialEventsNetIncomeLossAmt010857
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044528
IRS990EZ/TotalProgramServiceExpensesAmt022941
IRS990EZ/TotalRevenueAmt045763
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IOWAGREATLAKESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 12,770 CASH CONTRIBUTION: 7,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAR DROP ADVERTISING AND PROMOTION 887 MENTAL HEALTH WALK ADVERTISING 510 EXPENSES ADVERTISING & PROMOTION 504 INFORMATION TECHNOLOGY 564 CONFERENCES/MEETINGS 13,178 DISTRICT DUES 1,143 INTERNATIONAL DUES 3,145 SALES TAX 1,242 TOTAL 21,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF ROTARY INTERNATIONAL IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07123322443
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOWA GREAT LAKES ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0426039388
ReturnHeader/Filer/PhoneNum06053597177
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 132
ReturnHeader/Filer/USAddress/CityNm0OKOBOJI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-07-10T16:28:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.