Civic Intelligence

Rotary International - Wasilla Rotary Club Inc

990EZ • Fiscal year 2019 • EIN 92-0109835

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

Organization ProfileN/A
PO Box 873906Wasilla, AK 99687-3906

(907) 745-2148

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.05x

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

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

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

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

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.

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

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

18th percentile

-22%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$18,065

Down $2,870 (-14%) from 2018

Net Assets

Down

$16,082

Down $4,853 (-23%) from 2018

Liabilities

$1,983

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin22nd percentile

Revenue

Down

$42,416

Down $11,966 (-22%) from 2018

Expenses

Down

$47,269

Down $10,910 (-19%) from 2018

Net Income

Down

-$4,853

Down $1,056 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0-$20KAssets 2011: $24,035Liabilities 2011: $3,439Net Assets 2011: $20,5962011Assets 2012: $16,687Liabilities 2012: $827Net Assets 2012: $15,8602012Assets 2013: $19,429Liabilities 2013: $4Net Assets 2013: $19,4252013Assets 2014: $22,135Net Assets 2014: $22,1352014Assets 2015: $21,855Net Assets 2015: $21,8552015Assets 2016: $29,582Net Assets 2016: $29,5822016Assets 2017: $24,732Net Assets 2017: $24,7322017Assets 2018: $20,935Net Assets 2018: $20,9352018Assets 2019: $18,065Liabilities 2019: $1,983Net Assets 2019: $16,0822019Assets 2020: $15,629Net Assets 2020: $15,6292020Assets 2021: $21,161Liabilities 2021: $02021Assets 2022: $21,668Net Assets 2022: $21,6682022Assets 2023: $43,183Net Assets 2023: $43,1832023Assets 2024: $47,083Net Assets 2024: $47,0832024Assets 2025: $20,015Net Assets 2025: -$9,4682025

Highlighted filing

2019

Assets$18,065
Liabilities$1,983
Net Assets$16,082
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $43,775Expenses 2011: $26,706Net Income 2011: $17,0692011Revenue 2012: $27,221Expenses 2012: $31,957Net Income 2012: -$4,7362012Revenue 2013: $33,354Expenses 2013: $29,789Net Income 2013: $3,5652013Revenue 2014: $54,906Expenses 2014: $52,196Net Income 2014: $2,7102014Revenue 2015: $51,161Expenses 2015: $51,446Net Income 2015: -$2852015Revenue 2016: $66,619Expenses 2016: $58,890Net Income 2016: $7,7292016Revenue 2017: $78,513Expenses 2017: $83,363Net Income 2017: -$4,8502017Revenue 2018: $54,382Expenses 2018: $58,179Net Income 2018: -$3,7972018Revenue 2019: $42,416Expenses 2019: $47,269Net Income 2019: -$4,8532019Revenue 2020: $36,928Expenses 2020: $37,381Net Income 2020: -$4532020Revenue 2021: $41,959Expenses 2021: $36,427Net Income 2021: $5,5322021Revenue 2022: $59,435Expenses 2022: $58,928Net Income 2022: $5072022Revenue 2023: $80,321Expenses 2023: $58,806Net Income 2023: $21,5152023Revenue 2024: $73,815Expenses 2024: $69,915Net Income 2024: $3,9002024Revenue 2025: $44,095Expenses 2025: $96,746Net Income 2025: -$52,6512025

Highlighted filing

2019

Revenue$42,416
Expenses$47,269
Net Income-$4,853
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$104,933
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE-LOCAL DONATIONS, STUDENT SCHOLARSHIPS, YOUTH ACTIVITIES, EDUCATIONAL SUPPORT, COMMUNITY SUPPORT, AND FOREIGN STUDENTS AND COMMUNITY WELLNESS PROGRAMS.-$30,486
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BEERPresident-$0--
CAROLYN LAMRECHTSecretary-$0--
JONI GERHARZTreasurer-$0--
DAUN WEISPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Uncorked$82,240$82,240$62,517$19,723
Total Events$82,240$82,240$62,517$19,723
Filing and Contact Details

Filer

Filer Name
Rotary International -
EIN
92-0109835
Phone
9077452148
Address
PO BOX 873906, WASILLA, AK 99687-3906

Signing Officer

Name
Joni Gerharz
Title
Treasurer
Phone
9073735484
Signed
2019-11-06

Preparer

Firm
Namtvedt & Company Cpas Inc
Address
PO BOX 871625, WASILLA, AK 99687-1625
Preparer
Teri L Namtvedt CPA
Phone
9073763576
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses accounting service 1,200 bank service fees 1,570 christmas activites 856 district dues 2,015 gaming 50/50 2,556 international dues 2,499 local community project 4,708 lunch expense/room charge 4,532 paul harris expenses 610 pets conference 1,201 ryla 325 supplies 1,102 tax preparation 530 website development 420 youth exchange 1,000 youth scholarships 16,000 membership committee 200 district conference 500 gaming expense 636 international service pro 1,500 giving 595 foundation dinner/auction 500 donations 1,000 storage expense 964 public relations 250 total 47,269”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 6,080 total 0 6,080”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 1,983”

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/PersonNm0JONI GERHARZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09077452148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 873609
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASILLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0996873609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020935
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011985
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08943
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4853
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020935
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018065
IRS990EZ/FundraisingGrossIncomeAmt082240
IRS990EZ/GrossReceiptsAmt0104933
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06041
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016082
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL BEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN LAMRECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONI GERHARZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAUN WEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06080
IRS990EZ/OtherExpensesTotalAmt047269
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt07707
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE-LOCAL DONATIONS, STUDENT SCHOLARSHIPS, YOUTH ACTIVITIES, EDUCATIONAL SUPPORT, COMMUNITY SUPPORT, AND FOREIGN STUDENTS AND COMMUNITY WELLNESS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030486
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt062517
IRS990EZ/SpecialEventsNetIncomeLossAmt019723
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01983
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047269
IRS990EZ/TotalProgramServiceExpensesAmt030486
IRS990EZ/TotalRevenueAmt042416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062517
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY UNCORKED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082240
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019723
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING SERVICE 1,200 BANK SERVICE FEES 1,570 CHRISTMAS ACTIVITES 856 DISTRICT DUES 2,015 GAMING 50/50 2,556 INTERNATIONAL DUES 2,499 LOCAL COMMUNITY PROJECT 4,708 LUNCH EXPENSE/ROOM CHARGE 4,532 PAUL HARRIS EXPENSES 610 PETS CONFERENCE 1,201 RYLA 325 SUPPLIES 1,102 TAX PREPARATION 530 WEBSITE DEVELOPMENT 420 YOUTH EXCHANGE 1,000 YOUTH SCHOLARSHIPS 16,000 MEMBERSHIP COMMITTEE 200 DISTRICT CONFERENCE 500 GAMING EXPENSE 636 INTERNATIONAL SERVICE PRO 1,500 GIVING 595 FOUNDATION DINNER/AUCTION 500 DONATIONS 1,000 STORAGE EXPENSE 964 PUBLIC RELATIONS 250 TOTAL 47,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 6,080 TOTAL 0 6,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 1,983
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONI GERHARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09073735484
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WASILLA ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0920109835
ReturnHeader/Filer/PhoneNum09077452148
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 873906
ReturnHeader/Filer/USAddress/CityNm0WASILLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0996873906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3F3EF6B318B5CBE33CA783BCB53F78CD8573623
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B772E06DD49A2746C0DEAF597BFC3FA58A0CDEB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.137.192.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:37:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203807128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAMTVEDT & COMPANY CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 871625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASILLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0996871625
ReturnHeader/PreparerPersonGrp/PhoneNum09073763576
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERI L NAMTVEDT CPA
ReturnHeader/ReturnTs02019-11-06T17:37:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
$18,065
Liabilities
$1,983
Net assets
$16,082
Revenue
$42,416
Expenses
$47,269
Net income
-$4,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$9.47$44.1$96.7$52.7
2024Detailed filing. Detailed filing data is available for this year.$47.1$47.1$73.8$69.9$3.90
2023Detailed filing. Detailed filing data is available for this year.$43.2$43.2$80.3$58.8$21.5
2022Detailed filing. Detailed filing data is available for this year.$21.7$21.7$59.4$58.9$0.51
2021Summary only. Only limited summary data is available for this year.$21.2$0.00$42.0$36.4$5.53
2020Detailed filing. Detailed filing data is available for this year.$15.6$15.6$36.9$37.4$0.45
2019Detailed filing. Detailed filing data is available for this year.$18.1$1.98$16.1$42.4$47.3$4.85
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$54.4$58.2$3.80
2017Detailed filing. Detailed filing data is available for this year.$24.7$24.7$78.5$83.4$4.85
2016Detailed filing. Detailed filing data is available for this year.$29.6$29.6$66.6$58.9$7.73
2015Detailed filing. Detailed filing data is available for this year.$21.9$21.9$51.2$51.4$0.29
2014Detailed filing. Detailed filing data is available for this year.$22.1$22.1$54.9$52.2$2.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$33.4$29.8$3.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.83$15.9$27.2$32.0$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$3.44$20.6$43.8$26.7$17.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits