Civic Intelligence

Eagle River Rotary Club Foundation Inc.

990EZ • Fiscal year 2021 • EIN 22-3931662

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

PO Box 1191Eagle River, WI 54521

(715) 437-0090

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

26%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

27%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

8.7%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$221,928

Up $46,998 (+27%) from 2020

Net Assets

Up

$221,783

Up $46,853 (+27%) from 2020

Liabilities

$145

No earlier filing loaded for comparison.

Revenue

Up

$129,685

Up $10,332 (+8.7%) from 2020

Expenses

Up

$96,536

Up $20,080 (+26%) from 2020

Net Income

Down

$33,149

Down $9,748 (-23%) from 2020

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

2021

Assets$221,928
Liabilities$145
Net Assets$221,783

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

2021

Revenue$129,685
Expenses$96,536
Net Income$33,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$130,990
Mission and Program Overview

Mission

Youth, community improvement

Youth & community improvement

Program Services

DescriptionGrantsExpenses
WARM THE CHILDREN PROJECT$69,946$69,946
COMMUNITY PROJECTS$23,584$23,584
HS SCHOLARSHIPS$3,000$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE LAUXPresident-$0--
ROBIN GINNERSecretary-$0--
KIM SWISHERTreasurer-$0--
PATRICK NICKELDirector-$0--
KURT KRUEGERDirector-$0--
JED LECHLEITNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Eagle River Rotary Club Foundation
EIN
22-3931662
Phone
7154370090
Address
PO BOX 1191, EAGLE RIVER, WI 54521

Signing Officer

Name
Joe Laux
Title
President
Phone
7154370090
Signed
2021-11-09
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
Elizabeth a Spencer CPA
Phone
7154794300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: wtc project cash contribution: 69,946 class of activity: community projects cash contribution: 23,584

Form 990-ez, Part I, Line 16

Expenses bank charges 6 total 6

Form 990-ez, Part I, Line 20

UNREALIZED GAINS 13,704

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 145

Raw XML Appendix180 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOE LAUX
CompensationExplanation/CompensationExplanationGrp/PersonNm1ROBIN GINNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2KIM SWISHER
CompensationExplanation/CompensationExplanationGrp/PersonNm3PATRICK NICKEL
CompensationExplanation/CompensationExplanationGrp/PersonNm4KURT KRUEGER
CompensationExplanation/CompensationExplanationGrp/PersonNm5JED LECHLEITNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM SWISHER
IRS990EZ/BooksInCareOfDetail/PhoneNum07154370090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1191
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGLE RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174930
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0128375
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0221783
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE LAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN GINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM SWISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK NICKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KURT KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JED LECHLEITNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013704
IRS990EZ/OtherExpensesTotalAmt06
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/GrantsAndAllocationsAmt069946
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123584
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123584
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01305
IRS990EZ/SpecialEventsNetIncomeLossAmt01160
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0145
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096536
IRS990EZ/TotalProgramServiceExpensesAmt096530
IRS990EZ/TotalRevenueAmt0129685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0128375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0114844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt099567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0545803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0377
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0850
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0850
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02090
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt0637426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114486
IRS990ScheduleA/Total509Grp/TotalAmt0637426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115336
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0639516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: WTC PROJECT CASH CONTRIBUTION: 69,946 CLASS OF ACTIVITY: COMMUNITY PROJECTS CASH CONTRIBUTION: 23,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 6 TOTAL 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS 13,704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 145
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE LAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154370090
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAGLE RIVER ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0223931662
ReturnHeader/Filer/PhoneNum07154370090
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1191
ReturnHeader/Filer/USAddress/CityNm0EAGLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054521
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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A SPENCER CPA
ReturnHeader/ReturnTs02021-11-11T08:04:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAUX
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings