Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 81-0552504

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 14, 2020

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

0.08x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.29x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-80%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-37%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$113,359

Down $23,479 (-17%) from 2019

Net Assets

Down

$104,547

Down $24,701 (-19%) from 2019

Liabilities

Up

$8,812

Up $1,222 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin9th percentile

Revenue

Down

$30,774

Down $18,085 (-37%) from 2019

Expenses

Up

$55,434

Up $10,602 (+24%) from 2019

Net Income

Down

-$24,660

Down $28,687 (-712%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2020

Assets$113,359
Liabilities$8,812
Net Assets$104,547
Open 2020 Filing

Operations Trend

Revenue Growth28th 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

2020

Revenue$30,774
Expenses$55,434
Net Income-$24,660
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 14, 2020
Return Version
2019v5.1
Gross Receipts
$35,758
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
LISA OLSONDirector-$0--
TERRI DELKESecretary-$0--
ROBERT NOLANTreasurer-$0--
SCOTT WEYDAPresident-$0--
TIMOTHY DITLOFFDirector-$0--
DANIEL WEBERDirector-$0--
ROGER CLARKPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Fairs$20,728$20,728$4,985$15,743
Misc$2,358$2,358-$2,358
Total Events$23,086$23,086$4,985$18,101
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
2020-08-14
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous community organizatio amount 8,938activity rotary foundation/polio plus amount 4,082activity world affairs seminar amount 1,300activity college scholarships amount 17,500activity rotary global grant amount 10,000”

Description of other expenses Part I line 16

“Description amountmeals 2,989supplies 820dues 4,134rotary conferences & assemblies 1,525miscellaneous 460special events 1,527public image 660sunshine/family events 370i t expense 378credit card fees 625”

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

“Description amountinvestment market value adj (211)prior year adj 170change in value of investment fund”

Description of other assets Part II line 24

“Category beginning of year end of yeardue from members 1,054 550”

Description of total liabilities Part II line 26

“Category beginning of year end of yearprepaid craft fair income 7,590 8,812”

Raw XML Appendix148 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/BOYAmt0135784
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112809
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24660
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136838
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113359
IRS990EZ/FundraisingGrossIncomeAmt021506
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041820
IRS990EZ/GrossReceiptsAmt035758
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014252
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRI DELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT NOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT WEYDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIMOTHY DITLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROGER CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01054
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0550
IRS990EZ/OtherChangesInNetAssetsAmt0-41
IRS990EZ/OtherExpensesTotalAmt013488
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL & INTERNATIONAL SERVICE DONATIONS
IRS990EZ/PrintingPublicationsPostageAmt0126
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04984
IRS990EZ/SpecialEventsNetIncomeLossAmt016522
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07590
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08812
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055434
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04985
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAFT FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023086
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018101
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS COMMUNITY ORGANIZATIO AMOUNT 8,938ACTIVITY ROTARY FOUNDATION/POLIO PLUS AMOUNT 4,082ACTIVITY WORLD AFFAIRS SEMINAR AMOUNT 1,300ACTIVITY COLLEGE SCHOLARSHIPS AMOUNT 17,500ACTIVITY ROTARY GLOBAL GRANT AMOUNT 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEALS 2,989SUPPLIES 820DUES 4,134ROTARY CONFERENCES & ASSEMBLIES 1,525MISCELLANEOUS 460SPECIAL EVENTS 1,527PUBLIC IMAGE 660SUNSHINE/FAMILY EVENTS 370I T EXPENSE 378CREDIT CARD FEES 625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTINVESTMENT MARKET VALUE ADJ (211)PRIOR YEAR ADJ 170CHANGE IN VALUE OF INVESTMENT FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDUE FROM MEMBERS 1,054 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARPREPAID CRAFT FAIR INCOME 7,590 8,812
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/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144255690
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
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/AtSubmissionCreationDeviceId02AEAB9685C953A759CED25100330C6A829712FC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02AEAB9685C953A759CED25100330C6A829712FC6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03932322020231ncivjrz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt013.86.4.99
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTm011:13:04
ReturnHeader/ReturnTs02020-08-17T17:01:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,359
Liabilities
$8,812
Net assets
$104,547
Revenue
$30,774
Expenses
$55,434
Net income
-$24,660
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
2020Detailed filing. Detailed filing data is available for this year.$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