Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 42-6077417

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

15%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

89th percentile

53%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

-8.2%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$25,135

Flat from 2021

Net Assets

$25,135

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Flat

$58,037

Flat from 2021

Expenses

Flat

$49,310

Flat from 2021

Net Income

Flat

$8,727

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th 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: $25,135Net Assets 2021: $25,1352021Assets 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

2021

Assets$25,135
Liabilities-
Net Assets$25,135
Open 2021 Filing

Operations Trend

Revenue Growth43rd 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 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

2021

Revenue$58,037
Expenses$49,310
Net Income$8,727
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$58,037
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.-$24,706
EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.-$24,604
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT ELTHONPresident-$0--
TISH GERMERSecretary-$0--
TIM TRUDEAUTreasurer-$0--
LISA MOUNTFinancial Se-$0--
VICKI GRECOPast Preside-$0--
PHIL HAUSERDirector-$0--
JAMIE RABEDirector-$0--
CODY BOWERSDirector-$0--
JANE HITSMANDirector-$0--
AMANDA GUSTAFSONDirector-$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
2021-11-10
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 102 district & int'l dues 5,587 dues 200 supplies 1,888 pork loin dinner 1,304 pulled pork dinner 2,014 donations 24,604 miscellaneous 280 club meals 7,320 website 374 po box 92 welcome train 4,750 total 48,515”

Form 990-ez, Part II, Line 24

“Accounts receivable 6,194 6,957 total 6,194 6,957”

Form 990-ez, Part III

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

Raw XML Appendix144 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/PersonNm0MATT ELTHON
CompensationExplanation/CompensationExplanationGrp/PersonNm1TISH GERMER
CompensationExplanation/CompensationExplanationGrp/PersonNm2TIM TRUDEAU
CompensationExplanation/CompensationExplanationGrp/PersonNm3LISA MOUNT
CompensationExplanation/CompensationExplanationGrp/PersonNm4VICKI GRECO
CompensationExplanation/CompensationExplanationGrp/PersonNm5PHIL HAUSER
CompensationExplanation/CompensationExplanationGrp/PersonNm6JAMIE RABE
CompensationExplanation/CompensationExplanationGrp/PersonNm7CODY BOWERS
CompensationExplanation/CompensationExplanationGrp/PersonNm8JANE HITSMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm9AMANDA GUSTAFSON
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/BOYAmt010214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023452
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0795
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025135
IRS990EZ/GrossReceiptsAmt058037
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014890
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025135
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025135
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/AverageHrsPerWkDevotedToPosRt91.00
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/PersonNm0MATT ELTHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TISH GERMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM TRUDEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MOUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKI GRECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PHIL HAUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMIE RABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CODY BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANE HITSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMANDA GUSTAFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06194
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06957
IRS990EZ/OtherExpensesTotalAmt048515
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB THAT PROVIDES EDUCATIONAL & CHARITABLE ASSISTANCE TO BOONE COUNTY, IOWA.
IRS990EZ/ProgramServiceRevenueAmt019695
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENDITURES FOR THE OPERATIONS OF THE CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124604
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049310
IRS990EZ/TotalProgramServiceExpensesAmt049310
IRS990EZ/TotalRevenueAmt058037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOONEROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 102 DISTRICT & INT'L DUES 5,587 DUES 200 SUPPLIES 1,888 PORK LOIN DINNER 1,304 PULLED PORK DINNER 2,014 DONATIONS 24,604 MISCELLANEOUS 280 CLUB MEALS 7,320 WEBSITE 374 PO BOX 92 WELCOME TRAIN 4,750 TOTAL 48,515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 6,194 6,957 TOTAL 6,194 6,957
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM TRUDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05154331146
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/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/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JACOBSEN
ReturnHeader/ReturnTs02021-11-15T09:51:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUDEAU
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,135
Liabilities
-
Net assets
$25,135
Revenue
$58,037
Expenses
$49,310
Net income
$8,727
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
2021Detailed filing. Detailed filing data is available for this year.$25.1$25.1$58.0$49.3$8.73
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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