Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 42-6077737

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 13, 2014

Organization ProfileN/A
1515 West 17th Street SouthNewton, IA 50208

(641) 792-8548

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$67,082

Up $6,398 (+11%) from 2012

Net Assets

Up

$67,082

Up $6,398 (+11%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$17,362

Down $45,329 (-72%) from 2012

Expenses

Down

$28,873

Down $14,870 (-34%) from 2012

Net Income

Down

-$11,511

Down $30,459 (-161%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,736Liabilities 2011: $02011Assets 2012: $60,684Net Assets 2012: $60,6842012Assets 2014: $67,082Liabilities 2014: $0Net Assets 2014: $67,0822014Assets 2015: $20,620Net Assets 2015: $20,6202015

Highlighted filing

2014

Assets$67,082
Liabilities$0
Net Assets$67,082
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,099Expenses 2011: $56,220Net Income 2011: -$2,1212011Revenue 2012: $62,691Expenses 2012: $43,743Net Income 2012: $18,9482012Revenue 2014: $17,362Expenses 2014: $28,873Net Income 2014: -$11,5112014Revenue 2015: $21,190Expenses 2015: $20,039Net Income 2015: $1,1512015

Highlighted filing

2014

Revenue$17,362
Expenses$28,873
Net Income-$11,511
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 13, 2014
Return Version
2013v3.1
Gross Receipts
$20,021
Mission and Program Overview

Mission

Services to promote the business community

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS FOR WORTHY ENTERPRISE, DEVELOPMENT OF ACQUANTANCE, ETHICAL STANDARDS, BUSINESS AND PROFESSIONAL SERVICE TO COMMUNITY AND INTERNATIONAL GOODWILL--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK HATTINGPresident-$0--
MO LOCKWOODSecretary-$0--
JAMES MAPLESTreasurer-$0--
BRUCE HOFFMIERImmediate Past President-$0--
MARTY HOFFERTBoard Member-$0--
ANDREW DAVISBoard Member-$0--
BRENDAN LAMONTBoard Member-$0--
JERRY SAWINBoard Member-$0--
BOB MAINBoard Member-$0--
JESSICA PETERSENBoard Member-$0--
ETHAN NASALROADBoard Member-$0--
ANNETTE WESTBoard Member-$0--
BOB KNABELBoard Member-$0--
LONNIE PORTNERBoard Member-$0--
ROSE TRAPPBoard Member-$0--
MARGARET DIMONBoard Member-$0--
BILL FREESESergeant At Arms-$0--
CRAIG ARMSTRONGVice President-$0--
Filing and Contact Details

Filer

EIN
42-6077737
Phone
6417928548

Signing Officer

Name
Mo Lockwood
Title
Secretary
Phone
6417928548
Signed
2014-10-13

Preparer

Preparer
Mark a Otto
Phone
6417927000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Service projects education/exchange stu newton community school district none 1290. Service projects community support tanzania project none 2000. Service projects community support ymca scholarships none 1500. Service projects education ryla none 1000. Service projects community support willowbrook adult day care none 500. Service projects xiccotepec bob main for district 6000 none 2500. Transfer contribution contribution rotary international foundation none 1130. Service project education dict”

Form 990EZ, Part I, Line 16

“Club admin 2220. Meal transfer 329. Rotary bucks 1267.”

Raw XML Appendix161 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0NEWTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode050208
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt172.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK HATTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MO LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES MAPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE HOFFMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTY HOFFERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRENDAN LAMONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JERRY SAWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BOB MAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ETHAN NASALROAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANNETTE WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BOB KNABEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LONNIE PORTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14ROSE TRAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15MARGARET DIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16BILL FREESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17CRAIG ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03816
IRS990EZ/PrimaryExemptPurposeTxt0SERVICES TO PROMOTE THE BUSINESS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt01356
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS FOR WORTHY ENTERPRISE, DEVELOPMENT OF ACQUANTANCE, ETHICAL STANDARDS, BUSINESS AND PROFESSIONAL SERVICE TO COMMUNITY AND INTERNATIONAL GOODWILL
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt028873
IRS990EZ/TotalRevenueAmt017362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVICE PROJECTS EDUCATION/EXCHANGE STU NEWTON COMMUNITY SCHOOL DISTRICT NONE 1290. SERVICE PROJECTS COMMUNITY SUPPORT TANZANIA PROJECT NONE 2000. SERVICE PROJECTS COMMUNITY SUPPORT YMCA SCHOLARSHIPS NONE 1500. SERVICE PROJECTS EDUCATION RYLA NONE 1000. SERVICE PROJECTS COMMUNITY SUPPORT WILLOWBROOK ADULT DAY CARE NONE 500. SERVICE PROJECTS XICCOTEPEC BOB MAIN FOR DISTRICT 6000 NONE 2500. TRANSFER CONTRIBUTION CONTRIBUTION ROTARY INTERNATIONAL FOUNDATION NONE 1130. SERVICE PROJECT EDUCATION DICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB ADMIN 2220. MEAL TRANSFER 329. ROTARY BUCKS 1267.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MO LOCKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06417928548
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL-NEWTON ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0426077737
ReturnHeader/Filer/PhoneNum06417928548
ReturnHeader/Filer/USAddress/AddressLine101515 WEST 17TH STREET SOUTH
ReturnHeader/Filer/USAddress/City0NEWTON
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OTTO LAW OFFICE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10123 W 2ND ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050208
ReturnHeader/PreparerPersonGrp/PhoneNum06417927000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A OTTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-12T13:43:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,082
Liabilities
$0
Net assets
$67,082
Revenue
$17,362
Expenses
$28,873
Net income
-$11,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$20.6$20.6$21.2$20.0$1.15
2014Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$17.4$28.9$11.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$60.7$62.7$43.7$18.9
2011Summary only. Only limited summary data is available for this year.$41.7$0.00$54.1$56.2$2.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits