Civic Intelligence

Rotary International Oshkosh Rotary Club

990 • Fiscal year 2020 • EIN 39-0520365

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 04, 2021

Organization ProfileWWW.OSHKOSHROTARY.ORG
PO Box 785Oshkosh, WI 54903-0785

(920) 231-5890

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.35x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$83,776

Up $3,905 (+4.9%) from 2019

Net Assets

Up

$61,052

Up $7,513 (+14%) from 2019

Liabilities

Down

$22,724

Down $3,608 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin63rd percentile

Revenue

Down

$64,446

Down $12,012 (-16%) from 2019

Expenses

Down

$56,933

Down $24,639 (-30%) from 2019

Net Income

Up

$7,513

Up $12,627 (+247%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2012: $49,168Liabilities 2012: $11,0112012Assets 2013: $44,776Liabilities 2013: $4,7232013Assets 2014: $57,739Liabilities 2014: $6,1572014Assets 2015: $61,864Liabilities 2015: $5,8712015Assets 2016: $91,603Liabilities 2016: $38,7382016Assets 2017: $99,235Liabilities 2017: $44,701Net Assets 2017: $54,5342017Assets 2018: $104,455Liabilities 2018: $45,802Net Assets 2018: $58,6532018Assets 2019: $79,871Liabilities 2019: $26,332Net Assets 2019: $53,5392019Assets 2020: $83,776Liabilities 2020: $22,724Net Assets 2020: $61,0522020Assets 2021: $91,562Liabilities 2021: $25,130Net Assets 2021: $66,4322021Assets 2022: $112,600Liabilities 2022: $25,731Net Assets 2022: $86,8692022Assets 2023: $94,810Liabilities 2023: $3,501Net Assets 2023: $91,3092023Assets 2024: $88,059Liabilities 2024: $484Net Assets 2024: $87,5752024Assets 2025: $90,782Liabilities 2025: $484Net Assets 2025: $90,2982025

Highlighted filing

2020

Assets$83,776
Liabilities$22,724
Net Assets$61,052
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $62,972Expenses 2012: $69,410Net Income 2012: -$6,4382012Revenue 2013: $63,974Expenses 2013: $62,078Net Income 2013: $1,8962013Revenue 2014: $78,791Expenses 2014: $67,262Net Income 2014: $11,5292014Revenue 2015: $82,083Expenses 2015: $77,672Net Income 2015: $4,4112015Revenue 2016: $79,566Expenses 2016: $82,694Net Income 2016: -$3,1282016Revenue 2017: $133,362Expenses 2017: $131,693Net Income 2017: $1,6692017Revenue 2018: $78,179Expenses 2018: $74,060Net Income 2018: $4,1192018Revenue 2019: $76,458Expenses 2019: $81,572Net Income 2019: -$5,1142019Revenue 2020: $64,446Expenses 2020: $56,933Net Income 2020: $7,5132020Revenue 2021: $43,710Expenses 2021: $38,330Net Income 2021: $5,3802021Revenue 2022: $117,992Expenses 2022: $97,555Net Income 2022: $20,4372022Revenue 2023: $64,427Expenses 2023: $59,987Net Income 2023: $4,4402023Revenue 2024: $62,013Expenses 2024: $65,747Net Income 2024: -$3,7342024Revenue 2025: $61,301Expenses 2025: $58,578Net Income 2025: $2,7232025

Highlighted filing

2020

Revenue$64,446
Expenses$56,933
Net Income$7,513
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 4, 2021
Return Version
2019v5.2
Gross Receipts
$69,190
Mission and Program Overview

Mission

Community service with the goal of improving quality of life

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$49,974$56,799▲ $6,825
Prepaid Expenses and Deferred Charges$10,525$10,000▼ $525
Accounts Receivable$7,916$8,889▲ $973
Cash and Non-Interest-Bearing Accounts$11,456$8,088▼ $3,368
Total Assets$79,871$83,776▲ $3,905
Liabilities
Deferred Revenue$21,000$21,000→ $0
Accounts Payable and Accrued Expenses$5,332$1,724▼ $3,608
Total Liabilities$26,332$22,724▼ $3,608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$53,539$61,052▲ $7,513
Total Net Assets Fund Balance$53,539$61,052▲ $7,513
Total Liabilities and Net Assets / Fund Balance$79,871$83,776▲ $3,905
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Christy MarquardtImmediate Past President
Michael RustPresident
Ada ThimkePresident Elect
Cathy CluffBoard Member
Jim PowerBoard Member
John VetteBoard Member
Jolene HeuchertBoard Member
Karen SchiblineBoard Member
Marj GriffingBoard Member
Ralph GundersonBoard Member
Robert CampbellBoard Member
Sue PanekBoard Member
Nikole VerginSecretary
Debra WirtzSergeant at Arms
James StahlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,921
Program Service Revenue
$37,072
Investment Income
$437
Other Revenue
$5,016
All Other Contributions
$4,621
Change in Net Assets
$7,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,902
Other Expenses$28,031
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,303--$22,303
Fees for Services Accounting-$4,700-$4,700
Grants to Domestic Individuals$4,550--$4,550
Foreign Grants$2,049--$2,049
Other Expenses$1,000$600-$600
Office Expenses-$456-$456
All Other Expenses$353$100-$453
Conferences and Meetings$300--$300
Total Functional Expenses$49,323$7,610$0$56,933
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oshkosh Chamber of Commerce FoundationOshkosh, WI501(c)(3)Cna Summer Class$5,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,050
Fundraising Direct Expenses$3,889
Gaming Gross Income$1,710
Gaming Direct Expenses$855
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A complete copy of form 990 is provided to all members of the board for review prior to filing.”

Form 990, Part VI, Section C, Line 18

“The complete form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International Oshkosh Rotary Club
EIN
39-0520365
Phone
9202315890
Address
PO BOX 785, OSHKOSH, WI 54903-0785

Signing Officer

Name
Christy Marquardt
Title
President
Phone
9202315890
Signed
2021-02-04
Discuss with paid preparer
Yes

Organization Details

Formed
1917
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
James Stahl
Phone
9202315890
Raw XML Appendix399 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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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02049
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02049
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL MEETINGS AND RELATED EXPENSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt042724
IRS990/ProgSrvcAccomActy3Grp/GrantAmt022303
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt037072
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt060222
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044903
IRS990/PYInvestmentIncomeAmt0412
IRS990/PYOtherExpensesAmt036669
IRS990/PYOtherRevenueAmt015824
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-5114
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt081572
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076458
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07513
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049974
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056799
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CNA SUMMER CLASS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OSHKOSH CHAMBER OF COMMERCE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0260015746
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0120 JACKSON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORED AND DISCUSSED AT BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETE FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt079871
IRS990/TotalAssetsEOYAmt083776
IRS990/TotalAssetsGrp/BOYAmt079871
IRS990/TotalAssetsGrp/EOYAmt083776
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021921
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07610
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049323
IRS990/TotalFunctionalExpensesGrp/TotalAmt056933
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026332
IRS990/TotalLiabilitiesEOYAmt022724
IRS990/TotalLiabilitiesGrp/BOYAmt026332
IRS990/TotalLiabilitiesGrp/EOYAmt022724
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061052
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt049323
IRS990/TotalProgramServiceRevenueAmt037072
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05453
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037072
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064446
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079871
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt083776
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 785
IRS990/USAddress/CityNm0OSHKOSH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549030785
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.OSHKOSHROTARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY MARQUARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09202315890
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OSHKOSH ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0390520365
ReturnHeader/Filer/PhoneNum09202315890
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 785
ReturnHeader/Filer/USAddress/CityNm0OSHKOSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549030785
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01660 OSHKOSH AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSHKOSH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054902
ReturnHeader/PreparerPersonGrp/PhoneNum09202315890
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES STAHL
ReturnHeader/ReturnTs02021-02-15T08:07:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,776
Liabilities
$22,724
Net assets
$61,052
Revenue
$64,446
Expenses
$56,933
Net income
$7,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.90$0.61$0.59$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.62$0.66$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.91$0.64$0.60$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.26$0.87$1.18$0.98$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.25$0.66$0.44$0.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.23$0.61$0.64$0.57$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.26$0.54$0.76$0.82$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.46$0.59$0.78$0.74$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.45$0.55$1.33$1.32$0.02
2016Summary only. Only limited summary data is available for this year.$0.92$0.39$0.80$0.83$0.03
2015Summary only. Only limited summary data is available for this year.$0.62$0.06$0.82$0.78$0.04
2014Summary only. Only limited summary data is available for this year.$0.58$0.06$0.79$0.67$0.12
2013Summary only. Only limited summary data is available for this year.$0.45$0.05$0.64$0.62$0.02
2012Summary only. Only limited summary data is available for this year.$0.49$0.11$0.63$0.69$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits