Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 42-6039388

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

Organization ProfileWWW.IOWAGREATLAKESROTARY.ORG
PO Box 132Okoboji, IA 51355

(712) 336-3507

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

6.3%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$15,377

Up $1,413 (+10%) from 2013

Net Assets

Up

$15,377

Up $1,413 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$39,532

Up $2,349 (+6.3%) from 2013

Expenses

Up

$38,119

Up $2,033 (+5.6%) from 2013

Net Income

Up

$1,413

Up $316 (+29%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2014

Assets$15,377
Liabilities$0
Net Assets$15,377
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$39,532
Expenses$38,119
Net Income$1,413
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$41,412
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.

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.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS$7,203$37,394
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS TOBYPresident-$0--
JUDY HAVILANDSecretary-$0--
JIM DUDDLESTONTreasurer-$0--
LORI MADSENAssistant Tr-$0--
DEB LENZDirector-$0--
LIZ SANDYDirector-$0--
CHUCK SKOGERBOEDirector-$0--
ANGIE PETERSONDirector-$0--
TOM FUHRMANDirector-$0--
GREG RICHARDSDirector-$0--
DAVE ROWLEYDirector-$0--
PAULA ZENORDirector-$0--
RACHELLE FRATSKEDirector-$0--
Filing and Contact Details

Filer

EIN
42-6039388
Phone
7123363507

Signing Officer

Name
Jim Duddleston
Title
Treasurer
Phone
7123363507
Signed
2014-09-23
Discuss with paid preparer
Yes

Preparer

Preparer
Brian L Sohn
Phone
7123322443
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Local organizations 7,203 0 7,203”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 153 office supplies 890 administrative expenses 600 meeting expenses 21,442 dues 7,029 misc 210 total 30,324”

Form 990-ez, Part III

“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.”

Raw XML Appendix158 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHRIS TOBY
CompensationExplanation/CompensationExplanationGrp/PersonNm1JUDY HAVILAND
CompensationExplanation/CompensationExplanationGrp/PersonNm2JIM DUDDLESTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3LORI MADSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4DEB LENZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5LIZ SANDY
CompensationExplanation/CompensationExplanationGrp/PersonNm6CHUCK SKOGERBOE
CompensationExplanation/CompensationExplanationGrp/PersonNm7ANGIE PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm8TOM FUHRMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm9GREG RICHARDS
CompensationExplanation/CompensationExplanationGrp/PersonNm10DAVE ROWLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm11PAULA ZENOR
CompensationExplanation/CompensationExplanationGrp/PersonNm12RACHELLE FRATSKE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JIM DUDDLESTON
IRS990EZ/BooksInCareOfDetail/PhoneNum07123309441
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012415 253RD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2012415 253RD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SPIRIT LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/State0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0513600237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0610
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01413
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0330
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013964
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015377
IRS990EZ/FundraisingGrossIncomeAmt08207
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07203
IRS990EZ/GrossReceiptsAmt041412
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032595
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013964
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013964
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015377
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS TOBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDY HAVILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM DUDDLESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI MADSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEB LENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZ SANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK SKOGERBOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANGIE PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM FUHRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GREG RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVE ROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAULA ZENOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12RACHELLE FRATSKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030324
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY 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/PrintingPublicationsPostageAmt0262
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07203
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037394
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01880
IRS990EZ/SpecialEventsNetIncomeLossAmt06327
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038119
IRS990EZ/TotalProgramServiceExpensesAmt037394
IRS990EZ/TotalRevenueAmt039532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.IOWAGREATLAKESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCAL ORGANIZATIONS 7,203 0 7,203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 153 OFFICE SUPPLIES 890 ADMINISTRATIVE EXPENSES 600 MEETING EXPENSES 21,442 DUES 7,029 MISC 210 TOTAL 30,324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY 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.
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM DUDDLESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07123363507
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10IOWA GREAT LAKES ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0426039388
ReturnHeader/Filer/PhoneNum07123363507
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 132
ReturnHeader/Filer/USAddress/City0OKOBOJI
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode051355
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421125381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERPELDING VOIGT & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101801 HWY 71 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OKOBOJI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode051355
ReturnHeader/PreparerPersonGrp/PhoneNum07123322443
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN L SOHN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-13T09:01:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,377
Liabilities
$0
Net assets
$15,377
Revenue
$39,532
Expenses
$38,119
Net income
$1,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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