Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 42-6077417

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

Organization ProfileWWW.BOONEROTARY.COM
PO Box 532Boone, IA 50036

(515) 433-1146

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

186%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,001

Up $16,918 (+186%) from 2017

Net Assets

$26,001

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$69,429

Down $2,731 (-3.8%) from 2017

Expenses

Down

$52,511

Down $17,245 (-25%) from 2017

Net Income

Up

$16,918

Up $14,514 (+604%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2012: $9,672Liabilities 2012: $542012Assets 2013: $15,025Liabilities 2013: $3,0822013Assets 2014: $7,702Liabilities 2014: $02014Assets 2015: $5,550Liabilities 2015: $02015Assets 2016: $6,678Liabilities 2016: $02016Assets 2017: $9,083Liabilities 2017: $02017Assets 2018: $26,001Net Assets 2018: $26,0012018Assets 2019: $8,170Net Assets 2019: $8,1702019Assets 2020: $16,408Net Assets 2020: $16,4082020Assets 2021: $25,135Liabilities 2021: $02021Assets 2022: $25,767Net Assets 2022: $25,7672022Assets 2023: $34,163Liabilities 2023: $02023Assets 2024: $36,129Liabilities 2024: $02024Assets 2025: $43,323Net Assets 2025: $43,3232025

Highlighted filing

2018

Assets$26,001
Liabilities-
Net Assets$26,001
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$100K$50K$0-$50KRevenue 2012: $54,220Expenses 2012: $52,707Net Income 2012: $1,5132012Revenue 2013: $45,888Expenses 2013: $43,563Net Income 2013: $2,3252013Revenue 2014: $61,926Expenses 2014: $66,167Net Income 2014: -$4,2412014Revenue 2015: $65,962Expenses 2015: $68,114Net Income 2015: -$2,1522015Revenue 2016: $68,596Expenses 2016: $67,467Net Income 2016: $1,1292016Revenue 2017: $72,160Expenses 2017: $69,756Net Income 2017: $2,4042017Revenue 2018: $69,429Expenses 2018: $52,511Net Income 2018: $16,9182018Revenue 2019: $45,712Expenses 2019: $63,543Net Income 2019: -$17,8312019Revenue 2020: $63,188Expenses 2020: $54,950Net Income 2020: $8,2382020Revenue 2021: $58,037Expenses 2021: $49,310Net Income 2021: $8,7272021Revenue 2022: $92,865Expenses 2022: $92,234Net Income 2022: $6312022Revenue 2023: $70,929Expenses 2023: $62,533Net Income 2023: $8,3962023Revenue 2024: $70,389Expenses 2024: $68,423Net Income 2024: $1,9662024Revenue 2025: $73,712Expenses 2025: $66,518Net Income 2025: $7,1942025

Highlighted filing

2018

Revenue$69,429
Expenses$52,511
Net Income$16,918
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$69,429
Mission and Program Overview

Mission

Community service club that provides educational & charitable assistance to boone county, iowa.

Program Services

DescriptionGrantsExpenses
EXPENDITURES FOR THE OPERATIONS OF THE CLUB.-$42,598
EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.-$9,913
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW SCHROEDERPresident-$0--
MARY YOUNGBLOODSecretary-$0--
TIM TRUDEAUTreasurer-$0--
LISA MOUNTDirector-$0--
VICKI GRECODirector-$0--
TROY THOMPSONDirector-$0--
SARA MORTONDirector-$0--
CODY BOWERSDirector-$0--
JIM RIORDANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
42-6077417
Phone
5154331146
Address
PO BOX 532, BOONE, IA 50036

Signing Officer

Name
Tim Trudeau
Title
Treasurer
Phone
5154331146
Signed
2018-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Henkel & Associates Pc
Address
817 KEELER ST, BOONE, IA 50036
Preparer
Christopher Jacobsen
Phone
5154328636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 65 district & int'l dues 4,973 conventions 1,127 dues 135 supplies 1,708 charity auction 18,572 pulled pork dinner 3,931 donations 9,913 exchange student program 2,078 miscellaneous 22 club meals 7,541 website 374 advertising 74 po box 64 postage 49 total 50,626”

Form 990-ez, Part II, Line 24

“Accounts receivable 2,277 8,838 total 2,277 8,838”

Form 990-ez, Part III

“Community service club that provides educational & charitable assistance to boone county, iowa.”

Raw XML Appendix135 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/PersonNm0TIM TRUDEAU
IRS990EZ/BooksInCareOfDetail/PhoneNum05154331146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0122 MARSHALL ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOONE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06806
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030925
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016918
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09083
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026001
IRS990EZ/GrossReceiptsAmt069429
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023481
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026001
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026001
IRS990EZ/OccupancyRentUtltsAndMaintAmt01885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0ANDREW SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY YOUNGBLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM TRUDEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MOUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKI GRECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TROY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARA MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CODY BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM RIORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02277
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08838
IRS990EZ/OtherExpensesTotalAmt050626
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB THAT PROVIDES EDUCATIONAL & CHARITABLE ASSISTANCE TO BOONE COUNTY, IOWA.
IRS990EZ/ProgramServiceRevenueAmt015023
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENDITURES FOR THE OPERATIONS OF THE CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042598
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052511
IRS990EZ/TotalProgramServiceExpensesAmt052511
IRS990EZ/TotalRevenueAmt069429
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOONEROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 65 DISTRICT & INT'L DUES 4,973 CONVENTIONS 1,127 DUES 135 SUPPLIES 1,708 CHARITY AUCTION 18,572 PULLED PORK DINNER 3,931 DONATIONS 9,913 EXCHANGE STUDENT PROGRAM 2,078 MISCELLANEOUS 22 CLUB MEALS 7,541 WEBSITE 374 ADVERTISING 74 PO BOX 64 POSTAGE 49 TOTAL 50,626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2,277 8,838 TOTAL 2,277 8,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SERVICE CLUB THAT PROVIDES EDUCATIONAL & CHARITABLE ASSISTANCE TO BOONE COUNTY, IOWA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM TRUDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05154331146
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOONE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0426077417
ReturnHeader/Filer/PhoneNum05154331146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 532
ReturnHeader/Filer/USAddress/CityNm0BOONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03856B47FE7BC99404428904951F864D9CBAF50F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03856B47FE7BC99404428904951F864D9CBAF50F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.166.156.202
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:11:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421017239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENKEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 KEELER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050036
ReturnHeader/PreparerPersonGrp/PhoneNum05154328636
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JACOBSEN
ReturnHeader/ReturnTs02018-11-07T08:11:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,001
Liabilities
-
Net assets
$26,001
Revenue
$69,429
Expenses
$52,511
Net income
$16,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.3$43.3$73.7$66.5$7.19
2024Summary only. Only limited summary data is available for this year.$36.1$0.00$70.4$68.4$1.97
2023Summary only. Only limited summary data is available for this year.$34.2$0.00$70.9$62.5$8.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$25.8$92.9$92.2$0.63
2021Summary only. Only limited summary data is available for this year.$25.1$0.00$58.0$49.3$8.73
2020Detailed filing. Detailed filing data is available for this year.$16.4$16.4$63.2$55.0$8.24
2019Detailed filing. Detailed filing data is available for this year.$8.17$8.17$45.7$63.5$17.8
2018Detailed filing. Detailed filing data is available for this year.$26.0$26.0$69.4$52.5$16.9
2017Summary only. Only limited summary data is available for this year.$9.08$0.00$72.2$69.8$2.40
2016Summary only. Only limited summary data is available for this year.$6.68$0.00$68.6$67.5$1.13
2015Summary only. Only limited summary data is available for this year.$5.55$0.00$66.0$68.1$2.15
2014Summary only. Only limited summary data is available for this year.$7.70$0.00$61.9$66.2$4.24
2013Summary only. Only limited summary data is available for this year.$15.0$3.08$45.9$43.6$2.33
2012Summary only. Only limited summary data is available for this year.$9.67$0.05$54.2$52.7$1.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits