Civic Intelligence

Rotary Club of Washington DC

EIN 53-0135280 • 501(c)4 • Washington, DC

Profile

The club is a membership organization that was organized to encourage and foster the ideal of service as a basis of worthy enterprise.

PO Box 65484Washington, DC 20035

www.dcrotary.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.20x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

64th percentile

9.3%

Higher net margin than 64% 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

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$268,298

Up $29,361 (+12%) from 2022

Liabilities

Up

$43,187

Up $7,939 (+23%) from 2022

Net Assets

Up

$225,111

Up $21,422 (+11%) from 2022

Revenue

Up

$211,575

Up $66,807 (+46%) from 2022

Expenses

Up

$189,648

Up $45,582 (+32%) from 2022

Net Income

Up

$21,927

Up $21,225 (+3024%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $241,271Liabilities 2011: $104,035Net Assets 2011: $137,2362011Assets 2012: $211,633Liabilities 2012: $80,289Net Assets 2012: $131,3442012Assets 2014: $230,716Liabilities 2014: $33,217Net Assets 2014: $197,4992014Assets 2015: $273,067Liabilities 2015: $105,420Net Assets 2015: $167,6472015Assets 2016: $141,705Liabilities 2016: $49,447Net Assets 2016: $92,2582016Assets 2017: $233,492Liabilities 2017: $55,687Net Assets 2017: $177,8052017Assets 2018: $260,329Liabilities 2018: $40,583Net Assets 2018: $219,7462018Assets 2019: $279,157Liabilities 2019: $48,882Net Assets 2019: $230,2752019Assets 2020: $254,763Liabilities 2020: $41,830Net Assets 2020: $212,9332020Assets 2021: $244,060Liabilities 2021: $21,082Net Assets 2021: $222,9782021Assets 2022: $238,937Liabilities 2022: $35,248Net Assets 2022: $203,6892022Assets 2023: $268,298Liabilities 2023: $43,187Net Assets 2023: $225,1112023

Highlighted filing

2023

Assets$268,298
Liabilities$43,187
Net Assets$225,111

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $324,6482011Expenses 2012: $377,6112012Revenue 2014: $304,890Expenses 2014: $278,438Net Income 2014: $26,4522014Revenue 2015: $249,581Expenses 2015: $275,686Net Income 2015: -$26,1052015Revenue 2016: $234,788Expenses 2016: $304,769Net Income 2016: -$69,9812016Revenue 2017: $320,181Expenses 2017: $240,213Net Income 2017: $79,9682017Revenue 2018: $290,063Expenses 2018: $247,799Net Income 2018: $42,2642018Revenue 2019: $252,569Expenses 2019: $242,454Net Income 2019: $10,1152019Revenue 2020: $196,727Expenses 2020: $201,741Net Income 2020: -$5,0142020Revenue 2021: $108,290Expenses 2021: $119,102Net Income 2021: -$10,8122021Revenue 2022: $144,768Expenses 2022: $144,066Net Income 2022: $7022022Revenue 2023: $211,575Expenses 2023: $189,648Net Income 2023: $21,9272023

Highlighted filing

2023

Revenue$211,575
Expenses$189,648
Net Income$21,927

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.68$0.43$2.25$2.12$1.90$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.35$2.04$1.45$1.44$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.21$2.23$1.08$1.19$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.42$2.13$1.97$2.02$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.49$2.30$2.53$2.42$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.41$2.20$2.90$2.48$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.56$1.78$3.20$2.40$0.80
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.49$0.92$2.35$3.05$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.73$1.05$1.68$2.50$2.76$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.33$1.97$3.05$2.78$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.80$1.31$3.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.04$1.37$3.25
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$144,768
Mission and Program Overview

Mission

The club is a membership organization that was organized to encourage and foster the ideal of service as a basis of worthy enterprise.

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders. (See Schedule O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$192,458$179,289▼ $13,169
Cash and Non-Interest-Bearing Accounts$39,765$39,154▼ $611
Accounts Receivable$6,097$15,683▲ $9,586
Savings and Temporary Cash Investments$3,698$3,969▲ $271
Prepaid Expenses and Deferred Charges$2,042$842▼ $1,200
Total Assets$244,060$238,937▼ $5,123
Liabilities
Deferred Revenue$15,570$25,050▲ $9,480
Accounts Payable and Accrued Expenses$5,512$10,198▲ $4,686
Total Liabilities$21,082$35,248▲ $14,166
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$222,978$203,689▼ $19,289
Total Net Assets Fund Balance$222,978$203,689▼ $19,289
Total Liabilities and Net Assets / Fund Balance$244,060$238,937▼ $5,123

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,170$5,170
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy RikerImmediate Past President
William DentPresident
Marilyn Nevy CruzPresident Elect
Catherine PociaskDirector
Darren CrewDirector
Donna RuckerDirector
Lisa CohenDirector
Marcus SorianoDirector
Mary GoldsmithDirector
Timothy HurdDirector
William BuskerDirector
Mimi KandaOmbudswoman
Whitney DollSecretary
Sterling HoffmanSergeant-at-Arms
Leopold WildenauerTreasurer
Pamela Stern-GreenTreasurer FY 2022-2023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$121,749
Investment Income
$7,092
Other Revenue
$15,927
Change in Net Assets
$702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,066
Total Fundraising Expense$6,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$27,270$28,661$5,569$61,500
Conferences and Meetings$38,972--$38,972
Office Expenses$4,959$6,272-$11,231
Fees for Services Accounting-$8,516-$8,516
Insurance$753$561$473$1,787
Other Expenses$726$541$455$1,722
Travel-$83-$83
Total Functional Expenses$89,109$48,460$6,497$144,066
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organizations members are professionals and retirees with a shared commitment to the rotary club mottos of service above self encourage and foster the idea of services as a basis of worthy enterprise.

Member election for additional members Part VI line 7A

Members of the organization reserve the right to elect board members.

Form 990 governing body review Part VI line 11

The board of directors reviews the form 990 with the preparer before it is finalized.

Conflict of interest policy compliance Part VI line 12C

Monitoring and compliance is facilitated by completion and submission on an annual basis of a written disclosure form by all directors and officers, providing any events that give rise to a conflict of interest.

Governing documents etc available to public Part VI line 19

The organization considers all requests for documents which are not required to be made public. Financial reportingthe board of directors has delegated a board member to review the audit with the auditor before it is finalized. Any matters discussed are presented to the full board at their next scheduled meeting.

Filing and Contact Details

Filer

Filer Name
Rotary Club of Washington DC
EIN
53-0135280
Address
PO Box 65484, Washington, DC 20035

Signing Officer

Name
Lynn Holec
Title
Finance Chair
Phone
2023318686
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leopold Wildenauer
Formed
1912
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
115

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

General explanation attachment

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.We Are Community-BuildersWe Are People of ActionWe Are Problem-SolversOur brand mantra Transforming Lives Through Service defines what we do globally and locally. Our members provide hands-on service, touching those who need us most One way we directly impact our community is by providing grants to local organizations whom, we most believe, are comprehensively aligned with our Clubs goalSERVICE ABOVE SELF.Via a competitive application and review process, we encourage local Non-Profit Organizations to apply for our Community Service Grants (CSG).

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0179289
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders. (See Schedule O)
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06272
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IRS990/OtherExpensesGrp/Desc1District Dues
IRS990/OtherExpensesGrp/Desc2Bank and Merchant
IRS990/OtherExpensesGrp/Desc3Miscellaneous
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IRS990/PrincipalOfficerNm0Leopold Wildenauer
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IRS990/ProgramServiceRevenueGrp/Desc0Meetings and Meals
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05170
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05170
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MEMBERS ARE PROFESSIONALS AND RETIREES WITH A SHARED COMMITMENT TO THE ROTARY CLUB MOTTOS OF SERVICE ABOVE SELF ENCOURAGE AND FOSTER THE IDEA OF SERVICES AS A BASIS OF WORTHY ENTERPRISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE ORGANIZATION RESERVE THE RIGHT TO ELECT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE FORM 990 WITH THE PREPARER BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING AND COMPLIANCE IS FACILITATED BY COMPLETION AND SUBMISSION ON AN ANNUAL BASIS OF A WRITTEN DISCLOSURE FORM BY ALL DIRECTORS AND OFFICERS, PROVIDING ANY EVENTS THAT GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CONSIDERS ALL REQUESTS FOR DOCUMENTS WHICH ARE NOT REQUIRED TO BE MADE PUBLIC. FINANCIAL REPORTINGTHE BOARD OF DIRECTORS HAS DELEGATED A BOARD MEMBER TO REVIEW THE AUDIT WITH THE AUDITOR BEFORE IT IS FINALIZED. ANY MATTERS DISCUSSED ARE PRESENTED TO THE FULL BOARD AT THEIR NEXT SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.We Are Community-BuildersWe Are People of ActionWe Are Problem-SolversOur brand mantra Transforming Lives Through Service defines what we do globally and locally. Our members provide hands-on service, touching those who need us most One way we directly impact our community is by providing grants to local organizations whom, we most believe, are comprehensively aligned with our Clubs goalSERVICE ABOVE SELF.Via a competitive application and review process, we encourage local Non-Profit Organizations to apply for our Community Service Grants (CSG).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY FOUNDATION OF WASHINGTON DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526040639
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 65484
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherCompensationAmt00

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