Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 47-6027298

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 05, 2023

PO Box 702Holdrege, NE 68949

(308) 991-0350

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-3.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

7.9%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$81,161

Flat from 2023

Net Assets

$81,161

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$38,302

Flat from 2023

Expenses

Flat

$42,852

Flat from 2023

Net Income

Flat

-$4,550

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $101,734Liabilities 2011: $7,6362011Assets 2012: $104,769Liabilities 2012: $8,1212012Assets 2013: $110,123Liabilities 2013: $8,305Net Assets 2013: $101,8182013Assets 2014: $113,498Liabilities 2014: $7,640Net Assets 2014: $105,8582014Assets 2015: $102,344Liabilities 2015: $6,407Net Assets 2015: $95,9372015Assets 2016: $93,862Liabilities 2016: $4,586Net Assets 2016: $89,2762016Assets 2017: $88,965Liabilities 2017: $5,418Net Assets 2017: $83,5472017Assets 2018: $92,835Liabilities 2018: $6,132Net Assets 2018: $86,7032018Assets 2019: $94,830Liabilities 2019: $6,472Net Assets 2019: $88,3582019Assets 2020: $83,515Liabilities 2020: $340Net Assets 2020: $83,1752020Assets 2021: $92,098Liabilities 2021: $4,544Net Assets 2021: $87,5542021Assets 2022: $84,163Liabilities 2022: $768Net Assets 2022: $83,3952022Assets 2023: $81,161Net Assets 2023: $81,1612023Assets 2023: $81,161Liabilities 2023: $02023Assets 2024: $87,263Liabilities 2024: $02024Assets 2025: $85,573Liabilities 2025: $0Net Assets 2025: $85,5732025

Highlighted filing

2023

Assets$81,161
Liabilities-
Net Assets$81,161

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $57,772Expenses 2011: $55,562Net Income 2011: $2,2102011Revenue 2012: $62,700Expenses 2012: $60,309Net Income 2012: $2,3912012Revenue 2013: $65,892Expenses 2013: $62,553Net Income 2013: $3,3392013Revenue 2014: $58,246Expenses 2014: $58,175Net Income 2014: $712014Revenue 2015: $52,040Expenses 2015: $60,624Net Income 2015: -$8,5842015Revenue 2016: $51,328Expenses 2016: $57,505Net Income 2016: -$6,1772016Revenue 2017: $54,316Expenses 2017: $62,296Net Income 2017: -$7,9802017Revenue 2018: $63,035Expenses 2018: $60,747Net Income 2018: $2,2882018Revenue 2019: $53,505Expenses 2019: $52,993Net Income 2019: $5122019Revenue 2020: $52,191Expenses 2020: $57,169Net Income 2020: -$4,9782020Revenue 2021: $31,865Expenses 2021: $34,965Net Income 2021: -$3,1002021Revenue 2022: $35,504Expenses 2022: $32,506Net Income 2022: $2,9982022Revenue 2023: $38,302Expenses 2023: $42,852Net Income 2023: -$4,5502023Revenue 2023: $38,302Expenses 2023: $42,852Net Income 2023: -$4,5502023Revenue 2024: $36,364Expenses 2024: $40,237Net Income 2024: -$3,8732024Revenue 2025: $36,344Expenses 2025: $41,984Net Income 2025: -$5,6402025

Highlighted filing

2023

Revenue$38,302
Expenses$42,852
Net Income-$4,550
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$43,455
Mission and Program Overview

Mission

SCHEDULE O

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS PROVIDE MEMBERS OPPORTUNITY TO LISTEN TO SPEAKERS AND LEAN TO SERVE-$29,191
DUES ASSESMENTS AND FEES PAID TO STATE AND INTL ROTARY CLUB-$9,991
GRANTS AND CONTRIBUTIONS PAID TO VARIOUS ORGANIZATIONS TO ASSIST-$1,704
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM KLEINTreasurerPT$0--
CHRIS MCQUILLANPresidentPT$0--
LANE SCHULZSecretaryPT$0--
KERI BERRYPast President-$0--
DAN JANNSENPresident Elect-$0--
BOB BUTZDirector-$0--
ROBERT MCCORMICKDirector-$0--
KAREN STUTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
47-6027298
Phone
3089910350
Address
PO BOX 702, HOLDREGE, NE 68949

Signing Officer

Name
Kim Klein
Title
Treasurer
Phone
3089910350
Signed
2023-10-05
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
311 LAFAYETTE ST, HOLDREGE, NE 68949
Preparer
Bradley Kimberly
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I Line 10

Grants and contributions given 1704

Part I Line 16

Meeting exp 29191 district dues 10101

Part I Line 20

Realized and unrealized gain on investments 2316

Part II Line 26

Phelps county community foundation holdings 69954

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03089915675
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 EAST AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holdrege
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018444
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011207
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04066
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4550
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01856
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081161
IRS990EZ/FundraisingGrossIncomeAmt06022
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01704
IRS990EZ/GrossReceiptsAmt043455
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01536
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031831
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083395
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081161
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0KIM KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS MCQUILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANE SCHULZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERI BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN JANNSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB BUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN STUTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt065719
IRS990EZ/OtherAssetsTotalDetail/EOYAmt069954
IRS990EZ/OtherChangesInNetAssetsAmt02316
IRS990EZ/OtherExpensesTotalAmt039292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS PROVIDE MEMBERS OPPORTUNITY TO LISTEN TO SPEAKERS AND LEAN TO SERVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DUES ASSESMENTS AND FEES PAID TO STATE AND INTL ROTARY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS AND CONTRIBUTIONS PAID TO VARIOUS ORGANIZATIONS TO ASSIST
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19991
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21704
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05153
IRS990EZ/SpecialEventsNetIncomeLossAmt0869
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NE
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0768
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042852
IRS990EZ/TotalProgramServiceExpensesAmt040886
IRS990EZ/TotalRevenueAmt038302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS AND CONTRIBUTIONS GIVEN 1704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING EXP 29191 DISTRICT DUES 10101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REALIZED AND UNREALIZED GAIN ON INVESTMENTS 2316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHELPS COUNTY COMMUNITY FOUNDATION HOLDINGS 69954
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART II LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03089910350
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0476027298
ReturnHeader/Filer/PhoneNum03089910350
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 702
ReturnHeader/Filer/USAddress/CityNm0HOLDREGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473689842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 LAFAYETTE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLDREGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068949
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY KIMBERLY
ReturnHeader/ReturnTs02023-10-05T21:02:40Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.36$0.42$0.06
2024Summary only. Only limited summary data is available for this year.$0.87$0.00$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.38$0.43$0.05
2023Summary only. Only limited summary data is available for this year.$0.81$0.00$0.38$0.43$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.01$0.83$0.36$0.33$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.05$0.88$0.32$0.35$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.83$0.52$0.57$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.06$0.88$0.54$0.53$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.87$0.63$0.61$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$0.54$0.62$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.05$0.89$0.51$0.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.06$0.96$0.52$0.61$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.08$1.06$0.58$0.58$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.08$1.02$0.66$0.63$0.03
2012Summary only. Only limited summary data is available for this year.$1.05$0.08$0.63$0.60$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.08$0.58$0.56$0.02