Civic Intelligence

Rotary Burlington

990 • Fiscal year 2024 • EIN 42-6076414

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 20, 2025

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

42%

Faster asset growth than 89% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$8,463

Up $2,486 (+42%) from 2023

Net Assets

Up

$8,463

Up $2,486 (+42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin57th percentile

Revenue

Up

$39,223

Up $6,200 (+19%) from 2023

Expenses

Up

$36,737

Up $2,133 (+6.2%) from 2023

Net Income

Up

$2,486

Up $4,067 (+257%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2024

Assets$8,463
Liabilities$0
Net Assets$8,463
Open 2024 Filing

Operations Trend

Revenue Growth73rd 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

2024

Revenue$39,223
Expenses$36,737
Net Income$2,486
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 20, 2025
Return Version
2023v6.0
Gross Receipts
$39,491
Mission and Program Overview

Mission

Rotary international projects, youth, and community projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,977$8,463▲ $2,486
Rtn Earn Endowment Incm Other Fnds$5,977$8,463▲ $2,486
Total Assets$5,977$8,463▲ $2,486
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,977$8,463▲ $2,486
Total Liabilities and Net Assets / Fund Balance$5,977$8,463▲ $2,486
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Gary MansheimPresident
Della SchmidtDirector
Dominique CornickDirector
Isaac MummaDirector
Joanna SchnedenDirector
Kay WeissDirector
Tomi HaganDirector
Chad BirdSecretary
Ed MansheimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,172
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$6,048
All Other Contributions
$1,883
Change in Net Assets
$2,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,688
Grants and Similar Amounts Paid$8,049
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,049--$8,049
All Other Expenses-$2,385-$2,385
Fees for Services Accounting-$600-$600
Advertising-$500-$500
Office Expenses-$357-$357
Other Expenses-$175-$175
Total Functional Expenses$8,049$28,688$0$36,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,316
Fundraising Direct Expenses$268
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
No
Annual disclosure for covered persons
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 49 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
Gary Mansheim
Title
President
Phone
3197505156
Signed
2025-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Mansheim
Formed
1915
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
49

Preparer

Firm
Southeast Iowa Tax and Accounting
Address
400 S Roosevelt Avenue, Burlington, IA 52601
Preparer
Suzie Johnson
Phone
3197547706
Raw XML Appendix325 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL 49 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06051
IRS990/TotalVolunteersCnt049
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08463
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02409 BITTERSWEET PLACE
IRS990/USAddress/CityNm0BURLINGTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052601
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY MANSHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03197505156
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY BURLINGTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0426076414
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 684
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933345101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Southeast Iowa Tax and Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S Roosevelt Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197547706
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzie Johnson
ReturnHeader/ReturnTs02025-01-22T17:34:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,463
Liabilities
$0
Net assets
$8,463
Revenue
$39,223
Expenses
$36,737
Net income
$2,486
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