Rotary International

990EZ • Fiscal year 2013 • EIN 42-6039388

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 20, 2013

Organization Profile WWW.IOWAGREATLAKESROTARY.ORG

PO Box 132Okoboji, IA 51355

Siviq Scores

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

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

3.0%

Higher net margin than 49% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

8.5%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

-21%

Faster revenue growth than 16% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets57th percentile

Assets

$13,964

Up $1,097 (+8.5%) from 2012

Net Assets

$13,964

Up $1,097 (+8.5%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin49th percentile

Revenue

Down

$37,183

Down $10,039 (-21%) from 2012

Expenses

Down

$36,086

Down $10,392 (-22%) from 2012

Net Income

$1,097

Up $353 (+47%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2013

Assets$13,964

Liabilities$0

Net Assets$13,964

Open 2013 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2013

Revenue$37,183

Expenses$36,086

Net Income$1,097

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 20, 2013
Return Version: 2012v2.0

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.

Filing and Contact Details

Filer

EIN: 42-6039388

Raw XML Appendix170 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	12867
IRS990EZ/CashSavingsAndInvestments/EOY	0	13964
IRS990EZ/ContributionsGiftsGrantsEtc	0	1137
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	1097
IRS990EZ/FeesAndOthPymtToIndContractors	0	320
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	6193
IRS990EZ/GrantsAndSimilarAmountsPaid	0	5728
IRS990EZ/GrossReceipts	0	38834
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/GroupExemptionNumber	0	0573
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	38
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	31466
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	12867
IRS990EZ/NetAssetsOrFundBalancesBOY	0	12867
IRS990EZ/NetAssetsOrFundBalances/EOY	0	13964
IRS990EZ/NetAssetsOrFundBalancesEOY	0	13964
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Jim Duddleston
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Rachelle Fratske
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Greg Richards
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Chuck Skogerboe
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Paula Zenor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Dave Rowley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Tom Fuhrman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Angie Peterson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	Deb Lenz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	Judy Haviland
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	Lori Madsen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	Chris Tobey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	Elizabeth Sandy
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Club Service
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	Assistant Treas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	Foundation Mgr.
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	29839
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	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.
IRS990EZ/PrintingPublicationsPostage	0	199
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Community Service Projects
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	36087
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	5728
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	1651
IRS990EZ/SpecialEventsNetIncomeLoss	0	4542
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	12415 253rd Ave
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Spirit lake
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	IA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	513600237
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Jim Duddleston
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7123309441
IRS990EZ/TotalAssets/BOY	0	12867
IRS990EZ/TotalAssets/EOY	0	13964
IRS990EZ/TotalExpenses	0	36086
IRS990EZ/TotalProgramServiceExpenses	0	36087
IRS990EZ/TotalRevenue	0	37183
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	http://www.iowagreatlakesrotary.org
IRS990ScheduleO/GeneralExplanation/Explanation	0	Misc Expense $25
IRS990ScheduleO/GeneralExplanation/Explanation	1	SUPPLIES $280
IRS990ScheduleO/GeneralExplanation/Explanation	2	DUES $7422
IRS990ScheduleO/GeneralExplanation/Explanation	3	Meeting Expenses $20616
IRS990ScheduleO/GeneralExplanation/Explanation	4	Travel $403
IRS990ScheduleO/GeneralExplanation/Explanation	5	Information Technology $569
IRS990ScheduleO/GeneralExplanation/Explanation	6	Office Expenses $17
IRS990ScheduleO/GeneralExplanation/Explanation	7	Advertising and Promotion $507
IRS990ScheduleO/GeneralExplanation/Explanation	8	\| Donee's Name: Local Organizations \| Cash Amount Given: $5728
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1003
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	426039388
ReturnHeader/Filer/Name/BusinessNameLine1	0	Iowa Great Lakes Rotary
ReturnHeader/Filer/NameControl	0	IOWA
ReturnHeader/Filer/Phone	0	7123363507
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 132
ReturnHeader/Filer/USAddress/City	0	Okoboji
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	51355
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-20
ReturnHeader/Officer/Name	0	Jim Duddleston
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Erpelding Voigt & Co LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	307 E Call St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Algona
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	50511
ReturnHeader/Preparer/Name	0	Brian L Sohn
ReturnHeader/Preparer/Phone	0	7123322443
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-20T11:19:09-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $13,964
Liabilities: $0
Net assets: $13,964
Revenue: $37,183
Expenses: $36,086
Net income: $1,097

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$52.7		$52.7	$45.8	$44.5	$1.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.5		$51.5	$52.1	$43.5	$8.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$19.9	$0.00	$19.9	$22.3	$18.3	$4.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.9	$0.00	$15.9	$54.7	$59.8	$5.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.0	$0.00	$21.0	$54.2	$56.3	$2.06
2015Detailed filing. Detailed filing data is available for this year.	$16.8	$0.00	$16.8	$36.3	$34.8	$1.47
2014Detailed filing. Detailed filing data is available for this year.	$15.4	$0.00	$15.4	$39.5	$38.1	$1.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$14.0	$0.00	$14.0	$37.2	$36.1	$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$12.9		$12.9	$47.2	$46.5	$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$12.1		$12.1	$38.8	$41.5	$2.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$14.8		$14.8	$46.8	$53.2	$6.46