Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 81-0552504

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization Profile
PO Box 62Hales Corners, WI 53130-0062

(414) 425-5690

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.16x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.4%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-8.8%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$121,343

Up $8,418 (+7.5%) from 2016

Net Assets

$112,983

No earlier filing loaded for comparison.

Liabilities

Up

$8,360

Up $1,025 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin38th percentile

Revenue

Down

$52,813

Down $5,103 (-8.8%) from 2016

Expenses

Up

$53,533

Up $4,604 (+9.4%) from 2016

Net Income

Down

-$720

Down $9,707 (-108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2012: $80,811Liabilities 2012: $4,510Net Assets 2012: $76,3012012Assets 2013: $91,342Liabilities 2013: $3,265Net Assets 2013: $88,0772013Assets 2014: $101,866Liabilities 2014: $2,950Net Assets 2014: $98,9162014Assets 2015: $108,891Liabilities 2015: $6,215Net Assets 2015: $102,6762015Assets 2016: $112,925Liabilities 2016: $7,3352016Assets 2017: $121,343Liabilities 2017: $8,360Net Assets 2017: $112,9832017Assets 2018: $127,463Liabilities 2018: $8,317Net Assets 2018: $119,1462018Assets 2019: $136,838Liabilities 2019: $7,590Net Assets 2019: $129,2482019Assets 2020: $113,359Liabilities 2020: $8,812Net Assets 2020: $104,5472020Assets 2021: $113,403Liabilities 2021: $6,215Net Assets 2021: $107,1882021Assets 2022: $108,115Liabilities 2022: $6,820Net Assets 2022: $101,2952022Assets 2023: $113,716Liabilities 2023: $12,715Net Assets 2023: $101,0012023Assets 2024: $130,630Liabilities 2024: $5,100Net Assets 2024: $125,5302024Assets 2025: $124,965Liabilities 2025: $7,860Net Assets 2025: $117,1052025

Highlighted filing

2017

Assets$121,343
Liabilities$8,360
Net Assets$112,983
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2012: $50,274Expenses 2012: $47,039Net Income 2012: $3,2352012Revenue 2013: $48,287Expenses 2013: $41,196Net Income 2013: $7,0912013Revenue 2014: $48,512Expenses 2014: $46,752Net Income 2014: $1,7602014Revenue 2015: $51,489Expenses 2015: $46,424Net Income 2015: $5,0652015Revenue 2016: $57,916Expenses 2016: $48,929Net Income 2016: $8,9872016Revenue 2017: $52,813Expenses 2017: $53,533Net Income 2017: -$7202017Revenue 2018: $56,549Expenses 2018: $55,653Net Income 2018: $8962018Revenue 2019: $48,859Expenses 2019: $44,832Net Income 2019: $4,0272019Revenue 2020: $30,774Expenses 2020: $55,434Net Income 2020: -$24,6602020Revenue 2021: $37,419Expenses 2021: $34,778Net Income 2021: $2,6412021Revenue 2022: $47,251Expenses 2022: $53,144Net Income 2022: -$5,8932022Revenue 2023: $38,441Expenses 2023: $38,735Net Income 2023: -$2942023Revenue 2024: $69,734Expenses 2024: $45,205Net Income 2024: $24,5292024Revenue 2025: $55,464Expenses 2025: $66,886Net Income 2025: -$11,4222025

Highlighted filing

2017

Revenue$52,813
Expenses$53,533
Net Income-$720
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$61,067
Mission and Program Overview

Mission

Local & international service donations

Program Services

DescriptionGrantsExpenses
DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRI DELKESecretary-$0--
ROBERT NOLANTreasurer-$0--
SCOTT WEYDAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Fairs$31,944$31,944$8,254$23,690
Total Events$31,944$31,944$8,254$23,690
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
81-0552504
Address
PO BOX 62, HALES CORNERS, WI 53130-0062

Signing Officer

Name
Robert Nolan
Title
Treasurer
Phone
4144255690
Signed
2017-11-06
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountother 245”

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous community organizatio amount 5,533activity rotary foundation/polio plus/gse amount 4,400activity world community service amount 1,200activity college scholarships amount 12,500activity world affairs seminar activity world affairs seminar amount 1,370”

Description of other expenses Part I line 16

“Description amountmeals 16,298supplies 1,842dues 3,851rotary conferences & assemblies 1,064miscellaneous 562membership 44public image 2,500sunshine/family events 708website 419credit card fees 1,107”

Other changes in net assets or fund balances Part I line 20

“Description amountinvestment market value adj 8,213”

Description of other assets Part II line 24

“Category beginning of year end of yeardue from members 195 948”

Description of total liabilities Part II line 26

“Category beginning of year end of yearprepaid craft fair income 7,335 8,360”

Raw XML Appendix125 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/PersonNm0ROBERT NOLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04144255690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04975 S COURTLAND PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120395
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-720
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0112825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121343
IRS990EZ/FundraisingGrossIncomeAmt031944
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025003
IRS990EZ/GrossReceiptsAmt061067
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0703
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028175
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105490
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112983
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105490
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRI DELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT NOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT WEYDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0195
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0948
IRS990EZ/OtherChangesInNetAssetsAmt08213
IRS990EZ/OtherExpensesTotalAmt028395
IRS990EZ/OtherRevenueTotalAmt0245
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL & INTERNATIONAL SERVICE DONATIONS
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08254
IRS990EZ/SpecialEventsNetIncomeLossAmt023690
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07335
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08360
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053533
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052813
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08254
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAFT FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031944
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023690
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOTHER 245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY MISCELLANEOUS COMMUNITY ORGANIZATIO AMOUNT 5,533ACTIVITY ROTARY FOUNDATION/POLIO PLUS/GSE AMOUNT 4,400ACTIVITY WORLD COMMUNITY SERVICE AMOUNT 1,200ACTIVITY COLLEGE SCHOLARSHIPS AMOUNT 12,500ACTIVITY WORLD AFFAIRS SEMINAR ACTIVITY WORLD AFFAIRS SEMINAR AMOUNT 1,370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEALS 16,298SUPPLIES 1,842DUES 3,851ROTARY CONFERENCES & ASSEMBLIES 1,064MISCELLANEOUS 562MEMBERSHIP 44PUBLIC IMAGE 2,500SUNSHINE/FAMILY EVENTS 708WEBSITE 419CREDIT CARD FEES 1,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTINVESTMENT MARKET VALUE ADJ 8,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARDUE FROM MEMBERS 195 948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CATEGORY BEGINNING OF YEAR END OF YEARPREPAID CRAFT FAIR INCOME 7,335 8,360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144255690
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0810552504
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 62
ReturnHeader/Filer/USAddress/CityNm0HALES CORNERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531300062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04CB92E1AAF2B64BC7575B38982873522D099E69A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04CB92E1AAF2B64BC7575B38982873522D099E69A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03932322017311lrdfgf1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.147.8.30
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTm009:40:56
ReturnHeader/ReturnTs02017-11-07T09:39:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,343
Liabilities
$8,360
Net assets
$112,983
Revenue
$52,813
Expenses
$53,533
Net income
-$720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.08$1.17$0.55$0.67$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.05$1.26$0.70$0.45$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.13$1.01$0.38$0.39$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.07$1.01$0.47$0.53$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.06$1.07$0.37$0.35$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.09$1.05$0.31$0.55$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.08$1.29$0.49$0.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.08$1.19$0.57$0.56$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.08$1.13$0.53$0.54$0.01
2016Summary only. Only limited summary data is available for this year.$1.13$0.07$0.58$0.49$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.06$1.03$0.51$0.46$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.99$0.49$0.47$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.03$0.88$0.48$0.41$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.05$0.76$0.50$0.47$0.03