Civic Intelligence

Eagle River Rotary Club Foundation Inc.

990EZ • Fiscal year 2018 • EIN 22-3931662

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

PO Box 1191Eagle River, WI 54521

(715) 477-0601

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-7.6%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$149,572

Down $12,242 (-7.6%) from 2017

Net Assets

Down

$149,572

Down $12,242 (-7.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,860

Up $21,787 (+22%) from 2017

Expenses

Up

$136,570

Up $65,354 (+92%) from 2017

Net Income

Down

-$15,710

Down $43,567 (-156%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $77,327Liabilities 2012: $02012Assets 2013: $93,805Net Assets 2013: $93,8052013Assets 2014: $101,106Liabilities 2014: $02014Assets 2015: $106,642Liabilities 2015: $02015Assets 2016: $130,861Liabilities 2016: $02016Assets 2017: $161,814Net Assets 2017: $161,8142017Assets 2018: $149,572Net Assets 2018: $149,5722018Assets 2019: $129,138Net Assets 2019: $129,1382019Assets 2020: $174,930Net Assets 2020: $174,9302020Assets 2021: $221,928Liabilities 2021: $145Net Assets 2021: $221,7832021Assets 2023: $334,302Liabilities 2023: $0Net Assets 2023: $334,3022023Assets 2024: $278,353Net Assets 2024: $278,3532024Assets 2025: $240,402Net Assets 2025: $240,4022025

Highlighted filing

2018

Assets$149,572
Liabilities-
Net Assets$149,572

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $77,568Expenses 2012: $73,323Net Income 2012: $4,2452012Revenue 2013: $87,540Expenses 2013: $71,062Net Income 2013: $16,4782013Revenue 2014: $85,950Expenses 2014: $78,649Net Income 2014: $7,3012014Revenue 2015: $91,873Expenses 2015: $86,337Net Income 2015: $5,5362015Revenue 2016: $99,514Expenses 2016: $74,793Net Income 2016: $24,7212016Revenue 2017: $99,073Expenses 2017: $71,216Net Income 2017: $27,8572017Revenue 2018: $120,860Expenses 2018: $136,570Net Income 2018: -$15,7102018Revenue 2019: $115,876Expenses 2019: $138,078Net Income 2019: -$22,2022019Revenue 2020: $119,353Expenses 2020: $76,456Net Income 2020: $42,8972020Revenue 2021: $129,685Expenses 2021: $96,536Net Income 2021: $33,1492021Revenue 2023: $524,669Expenses 2023: $548,084Net Income 2023: -$23,4152023Revenue 2024: $174,957Expenses 2024: $230,906Net Income 2024: -$55,9492024Revenue 2025: $164,191Expenses 2025: $202,142Net Income 2025: -$37,9512025

Highlighted filing

2018

Revenue$120,860
Expenses$136,570
Net Income-$15,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$132,821
Mission and Program Overview

Mission

Youth, community improvement

Youth & community improvement

Program Services

DescriptionGrantsExpenses
WARM THE CHILDREN PROJECT$86,551$86,551
COMMUNITY PROJECTS$46,900$46,900
HS SCHOLARSHIPS$3,000$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICH ZORRPresidentPT$0--
MARY SCHWAIGERVice PresidePT$0--
LISA MICHAELIS-ALFTSecretaryPT$0--
KATHY KNOBELTreasurerPT$0--
JEAN FRANKDirectorPT$0--
ROBIN GINNERDirectorPT$0--
GRANT MEYERDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine, Beer & Ch$32,921$32,921$11,961$20,960
Total Events$32,921$32,921$11,961$20,960
Filing and Contact Details

Filer

Filer Name
Eagle River Rotary Club Foundation
EIN
22-3931662
Phone
7154770601
Address
PO BOX 1191, EAGLE RIVER, WI 54521

Signing Officer

Name
Kathy Knobel
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
REACH & SCHWAIGER LTD CPA'S
Address
320 E PINE ST PO BOX 1717, EAGLE RIVER, WI 54521-1717
Preparer
Mary Schwaiger CPA
Phone
7154794300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 86,551 cash contribution: 46,900

Form 990-ez, Part I, Line 16

Expenses bank charges 44 total 44

Form 990-ez, Part I, Line 20

UNREALIZED GAINS 3,468

Raw XML Appendix187 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/PersonNm0KATHY KNOBEL
IRS990EZ/BooksInCareOfDetail/PhoneNum07154770601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1191
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGLE RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099567
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15710
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0161814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149572
IRS990EZ/FundraisingGrossIncomeAmt032921
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0136451
IRS990EZ/GrossReceiptsAmt0132821
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0333
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149572
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149572
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERICH ZORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY SCHWAIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA MICHAELIS-ALFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY KNOBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEAN FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBIN GINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRANT MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03468
IRS990EZ/OtherExpensesTotalAmt044
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0YOUTH & COMMUNITY IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WARM THE CHILDREN PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HS SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086551
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt146900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086551
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt146900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011961
IRS990EZ/SpecialEventsNetIncomeLossAmt020960
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0136570
IRS990EZ/TotalProgramServiceExpensesAmt0136451
IRS990EZ/TotalRevenueAmt0120860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0400644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0951
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05363
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99040
IRS990ScheduleA/PublicSupportTotal509Amt0554226
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094337
IRS990ScheduleA/Total509Grp/TotalAmt0554226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0115336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0103865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0559589
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011961
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE, BEER & CH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032921
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020960
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011961
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 86,551 CASH CONTRIBUTION: 46,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 44 TOTAL 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS 3,468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KNOBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAGLE RIVER ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0223931662
ReturnHeader/Filer/PhoneNum07154770601
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1191
ReturnHeader/Filer/USAddress/CityNm0EAGLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054521
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DF1ECADB577E40BC9AD6A58E38855B6F69EF1371
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026C411C9B7BEE198FFEF9D2C99EED8F5FFF8BB1B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.254.132.239
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:19:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391871133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REACH & SCHWAIGER LTD CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 E PINE ST PO BOX 1717
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAGLE RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0545211717
ReturnHeader/PreparerPersonGrp/PhoneNum07154794300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY SCHWAIGER CPA
ReturnHeader/ReturnTs02019-05-15T08:19:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings