Civic Intelligence

Rotary International

990EZ • Fiscal year 2024 • EIN 42-6077417

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

50th percentile

2.8%

Higher net margin than 50% 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

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

42nd percentile

-0.8%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$36,129

Flat from 2024

Net Assets

$36,129

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Flat

$70,389

Flat from 2024

Expenses

Flat

$68,423

Flat from 2024

Net Income

Flat

$1,966

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth61st 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: $36,129Net Assets 2024: $36,1292024Assets 2024: $36,129Liabilities 2024: $02024Assets 2025: $43,323Net Assets 2025: $43,3232025

Highlighted filing

2024

Assets$36,129
Liabilities-
Net Assets$36,129
Open 2024 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 2024: $70,389Expenses 2024: $68,423Net Income 2024: $1,9662024Revenue 2025: $73,712Expenses 2025: $66,518Net Income 2025: $7,1942025

Highlighted filing

2024

Revenue$70,389
Expenses$68,423
Net Income$1,966
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$70,389
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.-$42,262
EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.-$25,933
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA COOKPresident-$0--
LESLEY DAKINSecretary-$0--
TIM TRUDEAUTreasurer-$0--
LISA HITSMANFinancial Se-$0--
LISA NEREMPresident El-$0--
SAM BYRIELPresident No-$0--
JAMIE RABEPast Preside-$0--
PHIL HAUSERDirector-$0--
MATT ELTHONDirector-$0--
LETICIA GERMERDirector-$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
2024-11-12
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 advertising and promotion 508 club meals 14,877 conferences & events 5,392 district & int'l dues 6,955 donations 25,933 dues 250 miscellaneous 943 office supplies 66 po box 166 pork loin dinner 5,636 pulled pork dinner 3,200 supplies 1,192 website 435 total 65,553”

Form 990-ez, Part II, Line 24

“Accounts receivable 9,244 10,081 total 9,244 10,081”

Form 990-ez, Part III

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

Raw XML Appendix133 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/BOYAmt024919
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010587
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01966
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036129
IRS990EZ/GrossReceiptsAmt070389
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022452
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036129
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036129
IRS990EZ/OccupancyRentUtltsAndMaintAmt02870
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/PersonNm0LISA COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLEY DAKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM TRUDEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA HITSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA NEREM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAM BYRIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMIE RABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PHIL HAUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MATT ELTHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LETICIA GERMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09244
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010081
IRS990EZ/OtherExpensesTotalAmt065553
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE CLUB THAT PROVIDES EDUCATIONAL & CHARITABLE ASSISTANCE TO BOONE COUNTY, IOWA.
IRS990EZ/ProgramServiceRevenueAmt037350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENDITURES FOR THE OPERATIONS OF THE CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES USED TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042262
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125933
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068423
IRS990EZ/TotalProgramServiceExpensesAmt068195
IRS990EZ/TotalRevenueAmt070389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOONEROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 508 CLUB MEALS 14,877 CONFERENCES & EVENTS 5,392 DISTRICT & INT'L DUES 6,955 DONATIONS 25,933 DUES 250 MISCELLANEOUS 943 OFFICE SUPPLIES 66 PO BOX 166 PORK LOIN DINNER 5,636 PULLED PORK DINNER 3,200 SUPPLIES 1,192 WEBSITE 435 TOTAL 65,553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 9,244 10,081 TOTAL 9,244 10,081
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM TRUDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05154331146
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JACOBSEN
ReturnHeader/ReturnTs02024-11-13T16:57:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$36,129
Liabilities
-
Net assets
$36,129
Revenue
$70,389
Expenses
$68,423
Net income
$1,966
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
2024Detailed filing. Detailed filing data is available for this year.$36.1$36.1$70.4$68.4$1.97
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
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