Civic Intelligence

Rotary International Rotary Club of Fond Du Lac

990EZ • Fiscal year 2017 • EIN 39-1016938

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

Organization ProfileN/A
PO Box 182Fond Du Lac, WI 54935-0182

(920) 517-3093

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$76,673

Up $21,951 (+40%) from 2016

Net Assets

$76,673

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$123,257

Up $12,099 (+11%) from 2016

Expenses

Down

$101,306

Down $16,985 (-14%) from 2016

Net Income

Up

$21,951

Up $29,084 (+408%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150K$100K$50K$0Assets 2009: $49,510Liabilities 2009: $02009Assets 2011: $34,428Liabilities 2011: $02011Assets 2012: $44,297Liabilities 2012: $02012Assets 2013: $18,806Liabilities 2013: $02013Assets 2014: $48,921Liabilities 2014: $02014Assets 2015: $61,854Liabilities 2015: $02015Assets 2016: $54,722Liabilities 2016: $02016Assets 2017: $76,673Liabilities 2017: $0Net Assets 2017: $76,6732017Assets 2018: $81,764Liabilities 2018: $0Net Assets 2018: $81,7642018Assets 2019: $87,140Liabilities 2019: $0Net Assets 2019: $87,1402019Assets 2020: $114,380Liabilities 2020: $0Net Assets 2020: $114,3802020Assets 2021: $122,069Liabilities 2021: $0Net Assets 2021: $122,0692021Assets 2022: $99,913Liabilities 2022: $0Net Assets 2022: $99,9132022Assets 2023: $115,439Liabilities 2023: $0Net Assets 2023: $115,4392023Assets 2024: $71,185Liabilities 2024: $0Net Assets 2024: $71,1852024Assets 2025: $66,309Net Assets 2025: $66,3092025

Highlighted filing

2017

Assets$76,673
Liabilities$0
Net Assets$76,673
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2009: $123,457Expenses 2009: $122,470Net Income 2009: $9872009Revenue 2011: $118,608Expenses 2011: $116,997Net Income 2011: $1,6112011Revenue 2012: $115,329Expenses 2012: $105,460Net Income 2012: $9,8692012Revenue 2013: $123,601Expenses 2013: $149,092Net Income 2013: -$25,4912013Revenue 2014: $155,743Expenses 2014: $125,629Net Income 2014: $30,1142014Revenue 2015: $112,021Expenses 2015: $99,088Net Income 2015: $12,9332015Revenue 2016: $111,158Expenses 2016: $118,291Net Income 2016: -$7,1332016Revenue 2017: $123,257Expenses 2017: $101,306Net Income 2017: $21,9512017Revenue 2018: $104,772Expenses 2018: $99,681Net Income 2018: $5,0912018Revenue 2019: $108,802Expenses 2019: $103,426Net Income 2019: $5,3762019Revenue 2020: $105,229Expenses 2020: $77,989Net Income 2020: $27,2402020Revenue 2021: $102,684Expenses 2021: $94,995Net Income 2021: $7,6892021Revenue 2022: $99,998Expenses 2022: $122,154Net Income 2022: -$22,1562022Revenue 2023: $100,435Expenses 2023: $84,909Net Income 2023: $15,5262023Revenue 2024: $100,979Expenses 2024: $145,233Net Income 2024: -$44,2542024Revenue 2025: $94,486Expenses 2025: $99,362Net Income 2025: -$4,8762025

Highlighted filing

2017

Revenue$123,257
Expenses$101,306
Net Income$21,951
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$123,257
Mission and Program Overview

Mission

To promote service above self, promoting good will and better friendships in our community, leadership opportunities, and overall betterment and benefit to our community and the world.

Program Services

DescriptionGrantsExpenses
TO PROMOTE SERVICE ABOVE SELF, PROMOTING GOOD WILL AND BETTER FRIENDSHIPS IN OUR COMMUNITY, LEADERSHIP OPPORTUNITIES, AND OVERALL BETTERMENT AND BENEFIT TO OUR COMMUNITY AND THE WORLD.$59,529$97,615
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHAWPast Preside-$0--
STEVE DILLINGPresident-$0--
WAYNE ROLLINTreasurer-$0--
SANDI ROEHRIGSecretary-$0--
TOM SCHUPPEPresident El-$0--
JEFF KRAIGDirector-$0--
LOREE SHADYDirector-$0--
RON RIEMERSMADirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Rotary Club of
EIN
39-1016938
Phone
9205173093
Address
PO BOX 182, FOND DU LAC, WI 54935-0182

Signing Officer

Name
Wayne Rollin
Title
Treasurer
Phone
9209215738
Signed
2017-10-31

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Robin Lutz CPA Mt
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Stop payments 600 total 600”

Form 990-ez, Part I, Line 10

“Rotary international grant 1560 sherman ave evanston, il 60201-4802 10,644 0 0 rotary international district 6250 grant 2830 agriculture drive madison, wi 53718 6,761 0 0 fond du lac rotary charities inc grant po box 182 fond du lac, wi 54936-0182 13,900 0 0 every rotarian, every year grant 1560 sherman ave evanston, il 60201-4802 13,700 0 0”

Form 990-ez, Part I, Line 16

“Expenses billboard 2,240 office/admin 3,191 conference expense 2,594 meeting meals 27,471 flowers 511 name badges 135 cog dinner/invitations 5,135 total 41,277”

Form 990-ez, Part III

“To promote service above self, promoting good will and better friendships in our community, leadership opportunities, and overall betterment and benefit to our community and the world.”

Raw XML Appendix124 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WAYNE ROLLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09205173093
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0326 COTTAGE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054935
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021951
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt059529
IRS990EZ/GrossReceiptsAmt0123257
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0121900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076673
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054722
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE DILLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE ROLLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDI ROEHRIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM SCHUPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF KRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LOREE SHADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RON RIEMERSMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041277
IRS990EZ/OtherRevenueTotalAmt0600
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE SERVICE ABOVE SELF, PROMOTING GOOD WILL AND BETTER FRIENDSHIPS IN OUR COMMUNITY, LEADERSHIP OPPORTUNITIES, AND OVERALL BETTERMENT AND BENEFIT TO OUR COMMUNITY AND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE SERVICE ABOVE SELF, PROMOTING GOOD WILL AND BETTER FRIENDSHIPS IN OUR COMMUNITY, LEADERSHIP OPPORTUNITIES, AND OVERALL BETTERMENT AND BENEFIT TO OUR COMMUNITY AND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097615
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101306
IRS990EZ/TotalProgramServiceExpensesAmt097615
IRS990EZ/TotalRevenueAmt0123257
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STOP PAYMENTS 600 TOTAL 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL GRANT 1560 SHERMAN AVE EVANSTON, IL 60201-4802 10,644 0 0 ROTARY INTERNATIONAL DISTRICT 6250 GRANT 2830 AGRICULTURE DRIVE MADISON, WI 53718 6,761 0 0 FOND DU LAC ROTARY CHARITIES INC GRANT PO BOX 182 FOND DU LAC, WI 54936-0182 13,900 0 0 EVERY ROTARIAN, EVERY YEAR GRANT 1560 SHERMAN AVE EVANSTON, IL 60201-4802 13,700 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BILLBOARD 2,240 OFFICE/ADMIN 3,191 CONFERENCE EXPENSE 2,594 MEETING MEALS 27,471 FLOWERS 511 NAME BADGES 135 COG DINNER/INVITATIONS 5,135 TOTAL 41,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE SERVICE ABOVE SELF, PROMOTING GOOD WILL AND BETTER FRIENDSHIPS IN OUR COMMUNITY, LEADERSHIP OPPORTUNITIES, AND OVERALL BETTERMENT AND BENEFIT TO OUR COMMUNITY AND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE ROLLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209215738
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL ROTARY CLUB OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOND DU LAC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391016938
ReturnHeader/Filer/PhoneNum09205173093
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 182
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549350182
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0389016A9205CDDBE911302A3A824BEE521AEA736
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB965304FE235D83C2FA0E5275174ABFB7DEEC73
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 S MARR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549354434
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN LUTZ CPA MT
ReturnHeader/ReturnTs02017-11-01T09:24:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,673
Liabilities
$0
Net assets
$76,673
Revenue
$123,257
Expenses
$101,306
Net income
$21,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.94$0.99$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.01$1.45$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.00$0.85$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$1.22$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.03$0.95$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.05$0.78$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.09$1.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.05$1.00$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.23$1.01$0.22
2016Summary only. Only limited summary data is available for this year.$0.55$0.00$1.11$1.18$0.07
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$1.12$0.99$0.13
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$1.56$1.26$0.30
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$1.24$1.49$0.25
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$1.15$1.05$0.10
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$1.19$1.17$0.02
2009Summary only. Only limited summary data is available for this year.$0.50$0.00$1.23$1.22$0.01