Civic Intelligence

Rotary Burlington

990 • Fiscal year 2023 • EIN 42-6076414

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 13, 2023

Organization Profile
P O Box 684Burlington, IA 52601

(319) 754-7706

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

34th percentile

-4.8%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.3%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,977

Down $1,581 (-21%) from 2022

Net Assets

Down

$5,977

Down $1,581 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin34th percentile

Revenue

Up

$33,023

Up $2,796 (+9.3%) from 2022

Expenses

Up

$34,604

Up $468 (+1.4%) from 2022

Net Income

Up

-$1,581

Up $2,328 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $6,312Liabilities 2012: $0Net Assets 2012: $6,3122012Assets 2013: $19,532Liabilities 2013: $0Net Assets 2013: $19,5322013Assets 2014: $12,509Liabilities 2014: $0Net Assets 2014: $12,5092014Assets 2015: $14,374Liabilities 2015: $0Net Assets 2015: $14,3742015Assets 2016: $14,879Liabilities 2016: $0Net Assets 2016: $14,8792016Assets 2017: $14,501Liabilities 2017: $0Net Assets 2017: $14,5012017Assets 2018: $15,838Liabilities 2018: $0Net Assets 2018: $15,8382018Assets 2019: $13,038Liabilities 2019: $0Net Assets 2019: $13,0382019Assets 2020: $17,104Liabilities 2020: $0Net Assets 2020: $17,1042020Assets 2021: $11,467Liabilities 2021: $0Net Assets 2021: $11,4672021Assets 2022: $7,558Liabilities 2022: $0Net Assets 2022: $7,5582022Assets 2023: $5,977Liabilities 2023: $0Net Assets 2023: $5,9772023Assets 2024: $8,463Liabilities 2024: $0Net Assets 2024: $8,4632024Assets 2025: $11,423Liabilities 2025: $0Net Assets 2025: $11,4232025

Highlighted filing

2023

Assets$5,977
Liabilities$0
Net Assets$5,977
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $63,589Expenses 2012: $58,803Net Income 2012: $4,7862012Revenue 2013: $76,208Expenses 2013: $62,988Net Income 2013: $13,2202013Revenue 2014: $0Expenses 2014: $66,274Net Income 2014: -$66,2742014Revenue 2015: $0Expenses 2015: $61,905Net Income 2015: -$61,9052015Revenue 2016: $0Expenses 2016: $69,174Net Income 2016: -$69,1742016Revenue 2017: $62,712Expenses 2017: $63,090Net Income 2017: -$3782017Revenue 2018: $63,458Expenses 2018: $62,121Net Income 2018: $1,3372018Revenue 2019: $58,742Expenses 2019: $61,542Net Income 2019: -$2,8002019Revenue 2020: $51,059Expenses 2020: $46,993Net Income 2020: $4,0662020Revenue 2021: $23,406Expenses 2021: $29,043Net Income 2021: -$5,6372021Revenue 2022: $30,227Expenses 2022: $34,136Net Income 2022: -$3,9092022Revenue 2023: $33,023Expenses 2023: $34,604Net Income 2023: -$1,5812023Revenue 2024: $39,223Expenses 2024: $36,737Net Income 2024: $2,4862024Revenue 2025: $33,973Expenses 2025: $31,013Net Income 2025: $2,9602025

Highlighted filing

2023

Revenue$33,023
Expenses$34,604
Net Income-$1,581
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 13, 2023
Return Version
2022v5.0
Gross Receipts
$35,070
Mission and Program Overview

Mission

Rotary international projects, youth, and community projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,558$5,977▼ $1,581
Rtn Earn Endowment Incm Other Fnds$7,558$5,977▼ $1,581
Total Assets$7,558$5,977▼ $1,581
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,558$5,977▼ $1,581
Total Liabilities and Net Assets / Fund Balance$7,558$5,977▼ $1,581
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Ed MansheimPast President
Chad BirdPresident
Gary MansheimPresident Elect
Della SchmidtDirector
Dominique CornickDirector
Joanna SchnedenDirector
Kay WeissDirector
Tomi HaganDirector
Edward C WhithamSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,702
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$8,318
All Other Contributions
$970
Change in Net Assets
$-1,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,129
Grants and Similar Amounts Paid$5,475
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,475--$5,475
Fees for Services Accounting-$2,050-$2,050
All Other Expenses-$1,761-$1,761
Insurance-$337-$337
Office Expenses-$277-$277
Other Expenses-$223-$223
Total Functional Expenses$5,475$29,129$0$34,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,365
Fundraising Direct Expenses$2,047
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“All 53 rotarians are members of the club corporation.”

Governing body meeting documentation Part VI line 8A

“The board of directors keeps minutes of all board meetings.all financial transactions and reports are approved by theboard of directors.”

Committee meeting documentation Part VI line 8B

“All committee actions and reports are approved by theboard of directors”

Form 990 governing body review Part VI line 11

“The board of directors receive a copy of the form 990 before the return is filed. The form 990 is also available to the public upon request.”

Conflict of interest policy compliance Part VI line 12C

“The board monitors that all of its members do not have a conflict ofinterest in any club transactions. The board also maintains oversiteon the conflict of interest policy compliance. All board membershave to reveal any conflict of interest in the event that anyconflict would occur.”

Governing documents etc available to public Part VI line 19

“The governing documents and reports are made available to the public uponrequest.”

Filing and Contact Details

Filer

Filer Name
Rotary Burlington
EIN
42-6076414
Address
P O BOX 684, BURLINGTON, IA 52601

Signing Officer

Name
Ed Manshiem
Title
President
Phone
3197505156
Signed
2023-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Bird
Formed
1915
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
53

Preparer

Firm
Fma Inc
Address
400 SOUTH ROOSEVELT AVE, BURLINGTON, IA 52601
Preparer
Suzanne E Johnson
Phone
3197547706
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL 53 ROTARIANS ARE MEMBERS OF THE CLUB CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS KEEPS MINUTES OF ALL BOARD MEETINGS.ALL FINANCIAL TRANSACTIONS AND REPORTS ARE APPROVED BY THEBOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMMITTEE ACTIONS AND REPORTS ARE APPROVED BY THEBOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 BEFORE THE RETURN IS FILED. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MONITORS THAT ALL OF ITS MEMBERS DO NOT HAVE A CONFLICT OFINTEREST IN ANY CLUB TRANSACTIONS. THE BOARD ALSO MAINTAINS OVERSITEON THE CONFLICT OF INTEREST POLICY COMPLIANCE. ALL BOARD MEMBERSHAVE TO REVEAL ANY CONFLICT OF INTEREST IN THE EVENT THAT ANYCONFLICT WOULD OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND REPORTS ARE MADE AVAILABLE TO THE PUBLIC UPONREQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
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IRS990/TotalProgramServiceExpensesAmt05475
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08321
IRS990/TotalVolunteersCnt053
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05977
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,977
Liabilities
$0
Net assets
$5,977
Revenue
$33,023
Expenses
$34,604
Net income
-$1,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$34.0$31.0$2.96
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$39.2$36.7$2.49
2023Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$33.0$34.6$1.58
2022Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$30.2$34.1$3.91
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$23.4$29.0$5.64
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$51.1$47.0$4.07
2019Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$58.7$61.5$2.80
2018Summary only. Only limited summary data is available for this year.$15.8$0.00$15.8$63.5$62.1$1.34
2017Summary only. Only limited summary data is available for this year.$14.5$0.00$14.5$62.7$63.1$0.38
2016Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$0.00$69.2$69.2
2015Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$0.00$61.9$61.9
2014Summary only. Only limited summary data is available for this year.$12.5$0.00$12.5$0.00$66.3$66.3
2013Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$76.2$63.0$13.2
2012Summary only. Only limited summary data is available for this year.$6.31$0.00$6.31$63.6$58.8$4.79
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits