Civic Intelligence

Lakeland Rotary Foundation Inc

990EZ • Fiscal year 2012 • EIN 20-0803477

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization ProfileN/A
PO Box 62054548
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$45,063

Up $13,580 (+43%) from 2011

Net Assets

Up

$45,063

Up $13,580 (+43%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$22,871

Up $7,127 (+45%) from 2011

Expenses

Down

$9,291

Down $2,541 (-21%) from 2011

Net Income

Up

$13,580

Up $9,668 (+247%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$80K$60K$40K$20K$0Assets 2010: $27,571Liabilities 2010: $0Net Assets 2010: $27,5712010Assets 2011: $31,483Liabilities 2011: $0Net Assets 2011: $31,4832011Assets 2012: $45,063Liabilities 2012: $0Net Assets 2012: $45,0632012Assets 2013: $72,318Liabilities 2013: $0Net Assets 2013: $72,3182013Assets 2014: $65,019Net Assets 2014: $65,0192014Assets 2015: $61,025Net Assets 2015: $61,0252015Assets 2016: $54,379Net Assets 2016: $54,3792016Assets 2017: $60,576Net Assets 2017: $60,5762017Assets 2018: $51,419Net Assets 2018: $51,4192018

Highlighted filing

2012

Assets$45,063
Liabilities$0
Net Assets$45,063
Open 2012 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $12,506Expenses 2010: $21,133Net Income 2010: -$8,6272010Revenue 2011: $15,744Expenses 2011: $11,832Net Income 2011: $3,9122011Revenue 2012: $22,871Expenses 2012: $9,291Net Income 2012: $13,5802012Revenue 2013: $34,153Expenses 2013: $6,898Net Income 2013: $27,2552013Revenue 2014: $26,821Expenses 2014: $34,120Net Income 2014: -$7,2992014Revenue 2015: $35,489Expenses 2015: $39,483Net Income 2015: -$3,9942015Revenue 2016: $19,701Expenses 2016: $26,347Net Income 2016: -$6,6462016Revenue 2017: $41,112Expenses 2017: $34,915Net Income 2017: $6,1972017Revenue 2018: $27,910Expenses 2018: $37,067Net Income 2018: -$9,1572018

Highlighted filing

2012

Revenue$22,871
Expenses$9,291
Net Income$13,580
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

The Foundation was formed to support community service events, community improvements, youth leadership initiatives and charitable activities initiated by local Rotary clubs.

Filing and Contact Details

Filer

EIN
20-0803477
Raw XML Appendix185 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
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0TAMI SCHROEDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DAVE MAKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ERV TEICHMILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TIM SANDERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
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IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0394
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE FOUNDATION WAS FORMED TO SUPPORT COMMUNITY SERVICE EVENTS, COMMUNITY IMPROVEMENTS, YOUTH LEADERSHIP INITIATIVES AND CHARITABLE ACTIVITIES INITIATED BY THE LOCAL ROTARY CLUBS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PAYMENTS FOR CONSTRUCTION OF A PUBLIC SPORTS COMPLEX FACILITY AND ACQUISITION OF CONCESSTION STAND APPLIANCES WERE MADE IN CONJUNCTION WITH THE TOWN.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1YOUTH LEADERSHIP INITIATIVE PROGRAMS - COLLEGE SCHOLARSHIPS WERE AWARDED TO SENIORS AT THE LOCAL HIGH SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2YOUTH LEADERSHIP INITIATIVE PROGRAMS - LOCAL HIGH SCHOOL STUDENTS WERE SPONSORED TO ATTEND A YOUTH LEADERSHIP CAMP.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3CHARITABLE DONATIONS WERE MADE TO THE ROTARY SUPPORTED POLIO PLUS PROGRAM AND THE LOCAL JUNIOR ACHIEVEMENT PROGRAM.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations04197
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations13000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations21000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations3700
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses20
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses30
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses013508
IRS990EZ/SpecialEventsNetIncomeLoss012571
IRS990EZ/StatesWhereCopyOfReturnIsFiled0WI
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 620
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MINOCQUA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode054548
IRS990EZ/TheBooksAreInCareOf/NamePerson0TAMI SCHROEDER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07156142666
IRS990EZ/TotalAssets/BOY031483
IRS990EZ/TotalAssets/EOY045063
IRS990EZ/TotalExpenses09291
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue022871
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal016284
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear010300
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year010124
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years09335
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years05950
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years011890
IRS990ScheduleA/GiftsGrantsContribReceived170/Total047599
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc071937
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years0100
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years0565
IRS990ScheduleA/OtherIncome170/Total0665
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.64880
IRS990ScheduleA/PublicSupportPertcentPriorYear00.67390
IRS990ScheduleA/PublicSupportTotal170031315
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years05950
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IRS990ScheduleA/TotalSupport048264
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IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents0752
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IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents026079
IRS990ScheduleG/EventsInformation/NameOfEvent10RUMP ROAST RUN
IRS990ScheduleG/EventsInformation/NetIncomeSummary012571
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent10500
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents0500
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1012256
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents012256
IRS990ScheduleO/GeneralExplanation/Explanation0ACTIVITY CLASSIFICATION: ROTARY YOUTH LEADERSHIP INITIATIVE (COLLEGE SCHOLARSHIPS). GRANTEE NAME: LAKELAND UNION HIGH SCHOOL. GRANTEE ADDRESS: 9573 STATE HWY 70 MINOCQUA, WI 54548. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: ROTARY YOUTH LEADERSHIP INITIATIVE (STUDENT EXCHANGE PROGRAM). GRANTEE NAME: ROTARY INTERNATIONAL . GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: ROTARY SPONSORED PROGRAM. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/06/12. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: COMMUNITY SERVICES SUPPORT. GRANTEE NAME: TOWN OF MINOCQUA (PAYMENT FOR SPORTS COMPLEX GRANTEE NAME: TOWN OF MINOCQUA (PAYMENT FOR SPORTS COMPLEX. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/03/12. AMOUNT GIVEN: 4,197.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: CHARITABLE DONATIONS. GRANTEE NAME: ROTARY INTERNATIONAL POLIO PLUS. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: OVERLAPPING MEMBERSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/11/12. AMOUNT GIVEN: 500.
IRS990ScheduleO/GeneralExplanation/Explanation4ACTIVITY CLASSIFICATION: CHARITABLE DONATIONS. GRANTEE NAME: JUMIOR ACHIEVEMENT. DATE OF GIFT: 05/11/12. AMOUNT GIVEN: 200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,897.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: ACCOUNTING FEES. AMOUNT: 250. DESCRIPTION: LICENSE & FEES. AMOUNT: 89. DESCRIPTION: DEPOSIT BOX FEE. AMOUNT: 55. TOTAL TO FORM 990-EZ, LINE 16: 394.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200803477
ReturnHeader/Filer/Name/BusinessNameLine10LAKELAND ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/Phone07153582024
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 620
ReturnHeader/Filer/USAddress/City0MINOCQUA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054548
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0TAMI SCHROEDER
ReturnHeader/Officer/Phone07156142666
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010000 INNOVATION DRIVE SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0532264837
ReturnHeader/Preparer/Name0LAURIE A WESTON CPA
ReturnHeader/Preparer/Phone04144319300
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T09:16:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$45,063
Liabilities
$0
Net assets
$45,063
Revenue
$22,871
Expenses
$9,291
Net income
$13,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$51.4$51.4$27.9$37.1$9.16
2017Detailed filing. Detailed filing data is available for this year.$60.6$60.6$41.1$34.9$6.20
2016Detailed filing. Detailed filing data is available for this year.$54.4$54.4$19.7$26.3$6.65
2015Detailed filing. Detailed filing data is available for this year.$61.0$61.0$35.5$39.5$3.99
2014Detailed filing. Detailed filing data is available for this year.$65.0$65.0$26.8$34.1$7.30
2013Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$34.2$6.90$27.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$0.00$45.1$22.9$9.29$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$0.00$31.5$15.7$11.8$3.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$0.00$27.6$12.5$21.1$8.63