Civic Intelligence

Rotary Club of Algona

EIN 42-6077734 • 501(c)4 • Algona, IA

Profile

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquaintance as an opportunity for service; 2. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarians occupation as an opportunity to serve society; 3. The application of the ideal of service in each rotarians personal, business, and community life; 4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 207Algona, IA 50511

www.algonarotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$50,589

Up $16,322 (+48%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,589

Up $16,322 (+48%) from 2023

Revenue

Up

$75,002

Up $8,411 (+13%) from 2023

Expenses

Down

$58,679

Down $7,140 (-11%) from 2023

Net Income

Up

$16,323

Up $15,551 (+2014%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $2,998Liabilities 2011: $02011Assets 2012: $6,707Liabilities 2012: $02012Assets 2013: $6,179Liabilities 2013: $02013Assets 2014: $7,640Liabilities 2014: $02014Assets 2015: $9,455Liabilities 2015: $02015Assets 2016: $16,223Liabilities 2016: $02016Assets 2017: $18,115Liabilities 2017: $02017Assets 2018: $19,228Liabilities 2018: $02018Assets 2019: $18,490Net Assets 2019: $18,4902019Assets 2020: $14,136Net Assets 2020: $14,1362020Assets 2021: $20,975Net Assets 2021: $20,9752021Assets 2022: $33,495Net Assets 2022: $33,4952022Assets 2023: $34,267Net Assets 2023: $34,2672023Assets 2024: $50,589Net Assets 2024: $50,5892024

Highlighted filing

2024

Assets$50,589
Liabilities-
Net Assets$50,589

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $54,739Expenses 2011: $75,508Net Income 2011: -$20,7692011Revenue 2012: $51,344Expenses 2012: $47,635Net Income 2012: $3,7092012Revenue 2013: $51,122Expenses 2013: $51,650Net Income 2013: -$5282013Revenue 2014: $52,571Expenses 2014: $51,110Net Income 2014: $1,4612014Revenue 2015: $56,058Expenses 2015: $54,243Net Income 2015: $1,8152015Revenue 2016: $65,855Expenses 2016: $59,088Net Income 2016: $6,7672016Revenue 2017: $55,757Expenses 2017: $53,865Net Income 2017: $1,8922017Revenue 2018: $60,884Expenses 2018: $59,771Net Income 2018: $1,1132018Revenue 2019: $68,888Expenses 2019: $69,626Net Income 2019: -$7382019Revenue 2020: $55,307Expenses 2020: $59,660Net Income 2020: -$4,3532020Revenue 2021: $62,332Expenses 2021: $55,493Net Income 2021: $6,8392021Revenue 2022: $64,406Expenses 2022: $51,886Net Income 2022: $12,5202022Revenue 2023: $66,591Expenses 2023: $65,819Net Income 2023: $7722023Revenue 2024: $75,002Expenses 2024: $58,679Net Income 2024: $16,3232024

Highlighted filing

2024

Revenue$75,002
Expenses$58,679
Net Income$16,323

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 11, 2024
Return Version
2023v6.0
Gross Receipts
$75,002
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquaintance as an opportunity for service; 2. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarians occupation as an opportunity to serve society; 3. The application of the ideal of service in each rotarians personal, business, and community life; 4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
LOCAL COMMUNITY CONTRIBUTIONS FOR PROJECTS - SCHOOLS, SCHOLARSHIPS, CONSERVATIONS BOARD, YMCA, AND OTHERS.$17,699$17,699
CONTRIBUTIONS TO ROTARY INTERNATIONAL AND DISTRICT FOR INTERNATIONAL PROJECTS INCLUDING ENDING POLIO AND WATER PROJECTS.$5,091$5,091
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REXANN MCENROETreasurer-$0--
VICKI MALLORYPresident-$0--
JEFFREY KNAPPPresident El-$0--
JUSTIN DAVISSecretary-$0--
JUSTIN OMANBoard Member-$0--
MCKENZIE JORGENSONBoard Member-$0--
MICHELE JENNINGSProgram Chai-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Doughmobile$14,743$14,743-$14,743
Club Meals$12,043$12,043-$12,043
Total Events$46,354$46,354-$46,354
Filing and Contact Details

Filer

Filer Name
Rotary Club of Algona
EIN
42-6077734
Phone
5152959426
Address
PO BOX 207, ALGONA, IA 50511

Signing Officer

Name
Vicki Mallory
Title
President
Signed
2024-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Greg Penning & Co LLC
Address
119 E CALL ST, ALGONA, IA 50511-2451
Preparer
Gregory a Penning
Phone
5152959426
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: local schools cash contribution: 6,901 name: rotary foundation cash contribution: 5,091

Form 990-ez, Part I, Line 16

Stagemobile repairs and maintenance 160 doughmobile supplies 6,525 repairs and maintenance 348 flight breakfast advertising and promotion 627 supplies 1,197 cost of goods sold 1,707 club meals cost of goods sold 8,775 brak office 68 cost of goods sold 2,707 santa's workshop advertising and promotion 134 supplies 641 expenses advertising and promotion 570 office 246 conferences/meetings 856 insurance 1,212 supplies 1,797 district & int'l dues 8,084 local dues 205 license 30 total 35,889

Form 990-ez, Part III

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquaintance as an opportunity for service; 2. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarians occupation as an opportunity to serve society; 3. The application of the ideal of service in each rotarians personal, business, and community life; 4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Raw XML Appendix131 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/PersonNm0REXANN MCENROE
IRS990EZ/BooksInCareOfDetail/PhoneNum05152959426
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01615 E NEBRASKA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALGONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050589
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021565
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016323
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050589
IRS990EZ/FundraisingGrossIncomeAmt052542
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022790
IRS990EZ/GrossReceiptsAmt075002
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0895
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050589
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050589
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REXANN MCENROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKI MALLORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY KNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUSTIN OMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MCKENZIE JORGENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELE JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAM CHAI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035889
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIANS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; 3. THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS PERSONAL, BUSINESS, AND COMMUNITY LIFE; 4. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL COMMUNITY CONTRIBUTIONS FOR PROJECTS - SCHOOLS, SCHOLARSHIPS, CONSERVATIONS BOARD, YMCA, AND OTHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS TO ROTARY INTERNATIONAL AND DISTRICT FOR INTERNATIONAL PROJECTS INCLUDING ENDING POLIO AND WATER PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017699
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15091
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017699
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15091
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt052542
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058679
IRS990EZ/TotalProgramServiceExpensesAmt022790
IRS990EZ/TotalRevenueAmt075002
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALGONAROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DOUGHMOBILE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLUB MEALS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019568
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019568
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046354
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: LOCAL SCHOOLS CASH CONTRIBUTION: 6,901 NAME: ROTARY FOUNDATION CASH CONTRIBUTION: 5,091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STAGEMOBILE REPAIRS AND MAINTENANCE 160 DOUGHMOBILE SUPPLIES 6,525 REPAIRS AND MAINTENANCE 348 FLIGHT BREAKFAST ADVERTISING AND PROMOTION 627 SUPPLIES 1,197 COST OF GOODS SOLD 1,707 CLUB MEALS COST OF GOODS SOLD 8,775 BRAK OFFICE 68 COST OF GOODS SOLD 2,707 SANTA'S WORKSHOP ADVERTISING AND PROMOTION 134 SUPPLIES 641 EXPENSES ADVERTISING AND PROMOTION 570 OFFICE 246 CONFERENCES/MEETINGS 856 INSURANCE 1,212 SUPPLIES 1,797 DISTRICT & INT'L DUES 8,084 LOCAL DUES 205 LICENSE 30 TOTAL 35,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIANS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; 3. THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS PERSONAL, BUSINESS, AND COMMUNITY LIFE; 4. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI MALLORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ALGONA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0426077734
ReturnHeader/Filer/PhoneNum05152959426
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 207
ReturnHeader/Filer/USAddress/CityNm0ALGONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821700291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREG PENNING & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 E CALL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALGONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0505112451
ReturnHeader/PreparerPersonGrp/PhoneNum05152959426
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A PENNING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T09:11:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.