Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 39-0817197 • 501(c)4 • Appleton, WI
Profile
To promote charitable and educational activities worldwide
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$91,667
Up $57,006 (+164%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$91,667
No earlier filing loaded for comparison.
Revenue
Up$118,832
Up $73,797 (+164%) from 2024
Expenses
Up$61,826
Up $12,049 (+24%) from 2024
Net Income
Up$57,006
Up $61,748 (+1302%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To promote charitable and educational activities worldwide
To promote charitable and educational activities worldwide.
| Description | Grants | Expenses |
|---|---|---|
| ALL OTHER | - | $32,012 |
| ASSESSMENTS - MEMBERS OF ROTARY CLUB OF APPLETON ARE PART OF A WORLDWIDE NETWORK OF MORE THAN 1.2 MILLION MEN AND WOMEN WHO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE IN OUR COMMUNITY AND AROUND THE WORLD. ROTARIANS WORK TOGETHER TO FIND SOLUTIONS FOR ISSUES OF POVERTY, DISEASE , AND ILLITERACY, AND HELP PROVIDE CLEAN WATER AND IMPROVE THE ENVIRONMENT. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS. | - | $9,799 |
| YOUTH ACTIVITIES - ON OCTOBER 2-3, 2021, THE CLUB SPONSORED ONE STUDENT TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTENSIVE LEADERSHIP EXPERIENCE ORGANIZED BY ROTARY CLUBS AND DISTRICTS. THIS CAMP HELPS DEVELOP LEADERSHIP SKILLS WHILE HAVING FUN AND MAKING CONNECTIONS. THE CLUB ALSO PRESENTED BRIGHT FUTURE AWARDS TO STUDENTS WHO HAVE OVERCOME OBSTACLES IN THEIR LIVES AND WAS ABLE TO GRADUATE HIGH SCHOOL. THESE STUDENTS WERE OFFERED THE OPPORTUNITY TO APPLY FOR A SCHOLARSHIP FOR HIGHER EDUCATION. FOUR STUDENTS RECEIVED SCHOLARSHIPS TO FOX VALLEY TECHNICAL COLLEGE AND ONE TO U. W. OSHKOSH. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| COLLEEN RORTVEDT | Past Presid | - | $0 | - | - |
| ERIN SCHULTZ-WEGE | President | - | $0 | - | - |
| REBECCA BOULANGER | Board Of Director | - | $0 | - | - |
| RALPH DEMARCO | Board Of Director | - | $0 | - | - |
| PILAR MARTINEZ | Board Of Director | - | $0 | - | - |
| GARRETT SINGER | Treasurer | - | $0 | - | - |
| JOSH LAMBRECHT | Board Of Director | - | $0 | - | - |
| HOLLY MYSTIK | Secretary | - | $0 | - | - |
| JEFF SCHULTZ | Board Of Director | - | $0 | - | - |
| RONALD ALTENBURG | Board Of Director | - | $0 | - | - |
| STEVE DENZIEN | Board Of Director | - | $0 | - | - |
“Expenses technology/equipment 1,095 meetings (meals) 18,393 conferences/business developm 955 insurance 471 assessments 9,799 service above self 164 communications 583 family of rotary 50 misc expenses 106 rotary history/informatio 100 appleton rotary fund. Ex 25 plaques/trophies/frames 123 supplies 20 bank fees 1 youth service & education 214 grant expense 19,555 total 51,654”
“Assessments - members of rotary club of appleton are part of a worldwide network of more than 1.2 million men and women who make a difference in the lives of people in our community and around the world. Rotarians work together to find solutions for issues of poverty, disease , and illiteracy, and help provide clean water and improve the environment. Asessments paid to rotary international and to rotary district 6220 assist to accomplish these goals.”
“Youth activities - on october 2-3, 2021, the club sponsored one student to attend camp manitowish for rotary youth leadership awards (ryla) which is an intensive leadership experience organized by rotary clubs and districts. This camp helps develop leadership skills while having fun and making connections. The club also presented bright future awards to students who have overcome obstacles in their lives and was able to graduate high school. These students were offered the opportunity to apply for a scholarship for higher education. Four students received scholarships to fox valley technical college and one to u. W. Oshkosh.”
“ALL OTHER”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KATHY DREYER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9204193337 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 703 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | APPLETON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54912 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 34661 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 91667 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 88464 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 57006 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 460 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 34661 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 91667 |
| IRS990EZ/GrossReceiptsAmt | 0 | 118832 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 417 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 29951 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 34661 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 91667 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 34661 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 91667 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | COLLEEN RORTVEDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ERIN SCHULTZ-WEGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | REBECCA BOULANGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RALPH DEMARCO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PILAR MARTINEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | GARRETT SINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JOSH LAMBRECHT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | HOLLY MYSTIK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JEFF SCHULTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | RONALD ALTENBURG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | STEVE DENZIEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESID |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD OF DIR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 51654 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE CHARITABLE AND EDUCATIONAL ACTIVITIES WORLDWIDE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 346 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ASSESSMENTS - MEMBERS OF ROTARY CLUB OF APPLETON ARE PART OF A WORLDWIDE NETWORK OF MORE THAN 1.2 MILLION MEN AND WOMEN WHO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE IN OUR COMMUNITY AND AROUND THE WORLD. ROTARIANS WORK TOGETHER TO FIND SOLUTIONS FOR ISSUES OF POVERTY, DISEASE , AND ILLITERACY, AND HELP PROVIDE CLEAN WATER AND IMPROVE THE ENVIRONMENT. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | YOUTH ACTIVITIES - ON OCTOBER 2-3, 2021, THE CLUB SPONSORED ONE STUDENT TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTENSIVE LEADERSHIP EXPERIENCE ORGANIZED BY ROTARY CLUBS AND DISTRICTS. THIS CAMP HELPS DEVELOP LEADERSHIP SKILLS WHILE HAVING FUN AND MAKING CONNECTIONS. THE CLUB ALSO PRESENTED BRIGHT FUTURE AWARDS TO STUDENTS WHO HAVE OVERCOME OBSTACLES IN THEIR LIVES AND WAS ABLE TO GRADUATE HIGH SCHOOL. THESE STUDENTS WERE OFFERED THE OPPORTUNITY TO APPLY FOR A SCHOLARSHIP FOR HIGHER EDUCATION. FOUR STUDENTS RECEIVED SCHOLARSHIPS TO FOX VALLEY TECHNICAL COLLEGE AND ONE TO U. W. OSHKOSH. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ALL OTHER |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9799 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 32012 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 9366 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61826 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41811 |
| IRS990EZ/TotalRevenueAmt | 0 | 118832 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES TECHNOLOGY/EQUIPMENT 1,095 MEETINGS (MEALS) 18,393 CONFERENCES/BUSINESS DEVELOPM 955 INSURANCE 471 ASSESSMENTS 9,799 SERVICE ABOVE SELF 164 COMMUNICATIONS 583 FAMILY OF ROTARY 50 MISC EXPENSES 106 ROTARY HISTORY/INFORMATIO 100 APPLETON ROTARY FUND. EX 25 PLAQUES/TROPHIES/FRAMES 123 SUPPLIES 20 BANK FEES 1 YOUTH SERVICE & EDUCATION 214 GRANT EXPENSE 19,555 TOTAL 51,654 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ASSESSMENTS - MEMBERS OF ROTARY CLUB OF APPLETON ARE PART OF A WORLDWIDE NETWORK OF MORE THAN 1.2 MILLION MEN AND WOMEN WHO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE IN OUR COMMUNITY AND AROUND THE WORLD. ROTARIANS WORK TOGETHER TO FIND SOLUTIONS FOR ISSUES OF POVERTY, DISEASE , AND ILLITERACY, AND HELP PROVIDE CLEAN WATER AND IMPROVE THE ENVIRONMENT. ASESSMENTS PAID TO ROTARY INTERNATIONAL AND TO ROTARY DISTRICT 6220 ASSIST TO ACCOMPLISH THESE GOALS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | YOUTH ACTIVITIES - ON OCTOBER 2-3, 2021, THE CLUB SPONSORED ONE STUDENT TO ATTEND CAMP MANITOWISH FOR ROTARY YOUTH LEADERSHIP AWARDS (RYLA) WHICH IS AN INTENSIVE LEADERSHIP EXPERIENCE ORGANIZED BY ROTARY CLUBS AND DISTRICTS. THIS CAMP HELPS DEVELOP LEADERSHIP SKILLS WHILE HAVING FUN AND MAKING CONNECTIONS. THE CLUB ALSO PRESENTED BRIGHT FUTURE AWARDS TO STUDENTS WHO HAVE OVERCOME OBSTACLES IN THEIR LIVES AND WAS ABLE TO GRADUATE HIGH SCHOOL. THESE STUDENTS WERE OFFERED THE OPPORTUNITY TO APPLY FOR A SCHOLARSHIP FOR HIGHER EDUCATION. FOUR STUDENTS RECEIVED SCHOLARSHIPS TO FOX VALLEY TECHNICAL COLLEGE AND ONE TO U. W. OSHKOSH. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL OTHER |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 29 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ERIN SCHULTZ-WEGE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9204193337 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL APPLETON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 390817197 |
| ReturnHeader/Filer/PhoneNum | 0 | 9207337385 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 703 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | APPLETON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 549120703 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391520996 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ERICKSON & ASSOCIATES SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1000 WEST COLLEGE AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | APPLETON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 54914 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9207334957 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JASON B VOLLRATH |
| ReturnHeader/ReturnTs | 0 | 2025-10-29T17:38:34-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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