Civic Intelligence

Eagle River Rotary Club Foundation Inc.

990EZ • Fiscal year 2024 • EIN 22-3931662

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 17, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$278,353

Down $55,949 (-17%) from 2023

Net Assets

Down

$278,353

Down $55,949 (-17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$174,957

Down $349,712 (-67%) from 2023

Expenses

Down

$230,906

Down $317,178 (-58%) from 2023

Net Income

Down

-$55,949

Down $32,534 (-139%) from 2023

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

2024

Assets$278,353
Liabilities-
Net Assets$278,353

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

2024

Revenue$174,957
Expenses$230,906
Net Income-$55,949
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 17, 2024
Return Version
2023v5.0
Gross Receipts
$183,617
Mission and Program Overview

Mission

Youth, community improvement

Youth & community improvement

Program Services

DescriptionGrantsExpenses
WARM THE CHILDREN PROJECT-$117,918
ROTARY SQUARE-$84,907
COMMUNITY PROJECTS-$22,736
HIGH SCHOOL SCHOLARSHIPS-$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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine, Beer & Ch$34,102$34,102$8,660$25,442
Total Events$34,102$34,102$8,660$25,442
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
2024-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Kerberrose Sc
Address
5149 STATE HIGHWAY 70 W, EAGLE RIVER, WI 54521
Preparer
Dawn Konicek CPA
Phone
7154794300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 1,775 warm the children donatio 117,918 rotary square expenses 84,907 donations 16,601 rotary club fees 6,135 high school scholarships 3,000 total 230,336

Form 990-ez, Part I, Line 20

UNREALIZED GAINS 0

Form 990-ez, Part III, Line 31

HIGH SCHOOL SCHOLARSHIPS

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGLE RIVER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KURT KRUEGER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0230336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0YOUTH & COMMUNITY IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WARM THE CHILDREN PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3HIGH SCHOOL SCHOLARSHIPS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt284907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08660
IRS990EZ/SpecialEventsNetIncomeLossAmt029085
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0230906
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IRS990EZ/TotalRevenueAmt0174957
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010090
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,775 WARM THE CHILDREN DONATIO 117,918 ROTARY SQUARE EXPENSES 84,907 DONATIONS 16,601 ROTARY CLUB FEES 6,135 HIGH SCHOOL SCHOLARSHIPS 3,000 TOTAL 230,336
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HIGH SCHOOL SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE LAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154370090
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-17
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ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0223931662
ReturnHeader/Filer/PhoneNum07154370090
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ReturnHeader/Filer/USAddress/CityNm0EAGLE RIVER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05149 STATE HIGHWAY 70 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAGLE RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054521
ReturnHeader/PreparerPersonGrp/PhoneNum07154794300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN KONICEK CPA
ReturnHeader/ReturnTs02024-12-19T17:21:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings