Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 81-0552504

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

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

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

7.1%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$127,463

Up $6,120 (+5.0%) from 2017

Net Assets

Up

$119,146

Up $6,163 (+5.5%) from 2017

Liabilities

Down

$8,317

Down $43 (-0.5%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin46th percentile

Revenue

Up

$56,549

Up $3,736 (+7.1%) from 2017

Expenses

Up

$55,653

Up $2,120 (+4.0%) from 2017

Net Income

Up

$896

Up $1,616 (+224%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$127,463
Liabilities$8,317
Net Assets$119,146
Open 2018 Filing

Operations Trend

Revenue Growth65th 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

2018

Revenue$56,549
Expenses$55,653
Net Income$896
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$63,271
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--
ROGER CLARKPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Fairs$33,622$33,622$6,722$26,900
Total Events$33,622$33,622$6,722$26,900
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
2018-10-22
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous community organizatio amount 11,392activity rotary foundation/polio plus/gse amount 4,690activity college scholarships amount 12,500activity world affairs seminar amount 1,380”

Description of other expenses Part I line 16

“Description amountmeals 15,301supplies 1,610dues 3,966rotary conferences & assemblies 352miscellaneous 70public image 156sunshine/family events 256website 419credit card fees 858it expense 185shirts 510special events 1,883”

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

“Description amountinvestment market value adj 5,140prior year adj 127”

Description of other assets Part II line 24

“Category beginning of year end of yeardue from members 948 765”

Description of total liabilities Part II line 26

“Category beginning of year end of yearprepaid craft fair income 8,360 8,317”

Raw XML Appendix121 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/BOYAmt0120395
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126698
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0896
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127463
IRS990EZ/FundraisingGrossIncomeAmt034658
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029962
IRS990EZ/GrossReceiptsAmt063271
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028613
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112983
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112983
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm2ROGER CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0948
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0765
IRS990EZ/OtherChangesInNetAssetsAmt05267
IRS990EZ/OtherExpensesTotalAmt025566
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL & INTERNATIONAL SERVICE DONATIONS
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06722
IRS990EZ/SpecialEventsNetIncomeLossAmt027936
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08360
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08317
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055653
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt056549
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06722
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAFT FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026900
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS COMMUNITY ORGANIZATIO AMOUNT 11,392ACTIVITY ROTARY FOUNDATION/POLIO PLUS/GSE AMOUNT 4,690ACTIVITY COLLEGE SCHOLARSHIPS AMOUNT 12,500ACTIVITY WORLD AFFAIRS SEMINAR AMOUNT 1,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEALS 15,301SUPPLIES 1,610DUES 3,966ROTARY CONFERENCES & ASSEMBLIES 352MISCELLANEOUS 70PUBLIC IMAGE 156SUNSHINE/FAMILY EVENTS 256WEBSITE 419CREDIT CARD FEES 858IT EXPENSE 185SHIRTS 510SPECIAL EVENTS 1,883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTINVESTMENT MARKET VALUE ADJ 5,140PRIOR YEAR ADJ 127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDUE FROM MEMBERS 948 765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARPREPAID CRAFT FAIR INCOME 8,360 8,317
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144255690
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
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/FederalOriginalSubmissionId03932322018296g2xcp5i
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.147.8.30
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTm009:26:55
ReturnHeader/ReturnTs02018-10-23T09:25:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,463
Liabilities
$8,317
Net assets
$119,146
Revenue
$56,549
Expenses
$55,653
Net income
$896
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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