Rotary International

990EZ • Fiscal year 2019 • EIN 81-0552504

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 18, 2019

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.

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

0.16x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

8.2%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

7.4%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

-14%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets72nd percentile

Assets

$136,838

Up $9,375 (+7.4%) from 2018

Net Assets

$129,248

Up $10,102 (+8.5%) from 2018

Liabilities

Down

$7,590

Down $727 (-8.7%) from 2018

Revenue And Expenses

Liabilities / Revenue81st percentile Net Margin62nd percentile

Revenue

Down

$48,859

Down $7,690 (-14%) from 2018

Expenses

Down

$44,832

Down $10,821 (-19%) from 2018

Net Income

$4,027

Up $3,131 (+349%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2019

Assets$136,838

Liabilities$7,590

Net Assets$129,248

Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2019

Revenue$48,859

Expenses$44,832

Net Income$4,027

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2018 to Jun 30, 2019
Signed: Nov 18, 2019
Return Version: 2018v3.1
Gross Receipts: $58,058

Mission and Program Overview

Mission

Local & international service donations

Program Services

Description	Grants	Expenses
DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS	-	-

Compensation and Service Providers

Top Officer Pay86th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GILBERT FRENN	Director	-	$0	-	-
TERRI DELKE	Secretary	-	$0	-	-
ROBERT NOLAN	Treasurer	-	$0	-	-
SCOTT WEYDA	Past President	-	$0	-	-
DAN CHRISTIANSON	Director	-	$0	-	-
LUKE BARYENBRUCH	Director	-	$0	-	-
ROGER CLARK	President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Craft Fairs	$35,015	$35,015	$9,199	$25,816
Misc	$1,370	$1,370	-	$1,370
Total Events	$36,385	$36,385	$9,199	$27,186

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: 2019-11-18

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous community organizatio amount 4,458activity rotary foundation/polio plus amount 4,500activity world affairs seminar amount 1,400activity college scholarships amount 15,000activity world community service amount 2,500”

Description of other expenses Part I line 16

“Description amountmeals 7,803supplies 336dues 4,009rotary conferences & assemblies 263miscellaneous 262membership 20website 347credit card fees 789it expense 130shirts 622special events 1,969students of the month 290”

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

“Description amountinvestment market value adj 6,075investment market value adj 6076”

Description of other assets Part II line 24

“Category beginning of year end of yeardue from members 765 1,054”

Description of total liabilities Part II line 26

“Category beginning of year end of yearprepaid craft fair income 8,317 7,590”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	ROBERT NOLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4144255690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	4975 S COURTLAND PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	NEW BERLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	53151
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	126698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	135784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4027
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	127463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	136838
IRS990EZ/FundraisingGrossIncomeAmt	0	36384
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	27858
IRS990EZ/GrossReceiptsAmt	0	58058
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	21674
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	119146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	129248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	119146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	129248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	GILBERT FRENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TERRI DELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ROBERT NOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SCOTT WEYDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	DAN CHRISTIANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	LUKE BARYENBRUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	ROGER CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	765
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	1054
IRS990EZ/OtherChangesInNetAssetsAmt	0	6075
IRS990EZ/OtherExpensesTotalAmt	0	16840
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	LOCAL & INTERNATIONAL SERVICE DONATIONS
IRS990EZ/PrintingPublicationsPostageAmt	0	134
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	9199
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	27185
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	8317
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	7590
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	44832
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	48859
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	9199
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	CRAFT FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	MISC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	35015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	1370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	36385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	35015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	1370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	36385
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	27186
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	9199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	9199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ACTIVITY MISCELLANEOUS COMMUNITY ORGANIZATIO AMOUNT 4,458ACTIVITY ROTARY FOUNDATION/POLIO PLUS AMOUNT 4,500ACTIVITY WORLD AFFAIRS SEMINAR AMOUNT 1,400ACTIVITY COLLEGE SCHOLARSHIPS AMOUNT 15,000ACTIVITY WORLD COMMUNITY SERVICE AMOUNT 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION AMOUNTMEALS 7,803SUPPLIES 336DUES 4,009ROTARY CONFERENCES & ASSEMBLIES 263MISCELLANEOUS 262MEMBERSHIP 20WEBSITE 347CREDIT CARD FEES 789IT EXPENSE 130SHIRTS 622SPECIAL EVENTS 1,969STUDENTS OF THE MONTH 290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION AMOUNTINVESTMENT MARKET VALUE ADJ 6,075INVESTMENT MARKET VALUE ADJ 6076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	CATEGORY BEGINNING OF YEAR END OF YEARDUE FROM MEMBERS 765 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	CATEGORY BEGINNING OF YEAR END OF YEARPREPAID CRAFT FAIR INCOME 8,317 7,590
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Description of total liabilities Part II line 26
ReturnHeader/BuildTS	0	2020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT NOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4144255690
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	810552504
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 62
ReturnHeader/Filer/USAddress/CityNm	0	HALES CORNERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	531300062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA58ADD05772E78B71AC774C121533051D1FB985
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	DA58ADD05772E78B71AC774C121533051D1FB985
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3932322019323lobkghl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-11-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	142.147.8.30
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-11-19
ReturnHeader/FilingSecurityInformation/IPTm	0	10:27:41
ReturnHeader/ReturnTs	0	2019-11-19T10:25:52-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-07-01
ReturnHeader/TaxPeriodEndDt	0	2019-06-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $136,838
Liabilities: $7,590
Net assets: $129,248
Revenue: $48,859
Expenses: $44,832
Net income: $4,027

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2019Detailed filing. Detailed filing data is available for this year.	$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