Civic Intelligence

Rotary International Rotary Club of Fond Du Lac

990EZ • Fiscal year 2019 • EIN 39-1016938

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 14, 2019

PO Box 182Fond Du Lac, WI 54935-0182

(920) 979-1762

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

6.6%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

3.8%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$87,140

Up $5,376 (+6.6%) from 2018

Net Assets

Up

$87,140

Up $5,376 (+6.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$108,802

Up $4,030 (+3.8%) from 2018

Expenses

Up

$103,426

Up $3,745 (+3.8%) from 2018

Net Income

Up

$5,376

Up $285 (+5.6%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$87,140
Liabilities$0
Net Assets$87,140

Operations Trend

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

2019

Revenue$108,802
Expenses$103,426
Net Income$5,376
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 14, 2019
Return Version
2018v3.1
Gross Receipts
$108,802
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.$65,623$99,902
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDI ROEHRIGSecretary-$0--
TOM SCHUPPEPast Preside-$0--
DAVE HORNUNGPresident-$0--
KARYN MERKELPresident El-$0--
LARRY RICHARDSONPresident No-$0--
JOEL KLANDERMANDirector-$0--
STEVE LEAMANTreasurer-$0--
JOE BRAUNDirector-$0--
JON MARK BOLTHOUSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Rotary Club of
EIN
39-1016938
Phone
9209791762
Address
PO BOX 182, FOND DU LAC, WI 54935-0182

Signing Officer

Name
Steve Leaman
Title
Treasurer
Phone
9209215738
Signed
2019-10-14

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: grant name: rotary international address: 1560 sherman ave evanston, il 60201-4802 cash contribution: 11,180 class of activity: grant name: rotary international district 6270 address: 5464 port washington rd 195 glendale, wi 53217 cash contribution: 6,326 class of activity: grant name: fond du lac rotary charities inc address: po box 182 fond du lac, wi 54936-0182 cash contribution: 12,775 class of activity: grant name: every rotarian, every year address: 1560 sherman ave evanston, il 60201-4802 cash contribution: 12,800

Form 990-ez, Part I, Line 16

Expenses office/admin 3,024 conference expense 3,054 insurance 1,081 meeting meals 29,674 flowers 406 bank fees 64 total 37,303

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 Appendix129 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/CityNm0FOND DU LAC
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOEL KLANDERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE LEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JON MARK BOLTHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: GRANT NAME: ROTARY INTERNATIONAL ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-4802 CASH CONTRIBUTION: 11,180 CLASS OF ACTIVITY: GRANT NAME: ROTARY INTERNATIONAL DISTRICT 6270 ADDRESS: 5464 PORT WASHINGTON RD 195 GLENDALE, WI 53217 CASH CONTRIBUTION: 6,326 CLASS OF ACTIVITY: GRANT NAME: FOND DU LAC ROTARY CHARITIES INC ADDRESS: PO BOX 182 FOND DU LAC, WI 54936-0182 CASH CONTRIBUTION: 12,775 CLASS OF ACTIVITY: GRANT NAME: EVERY ROTARIAN, EVERY YEAR ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-4802 CASH CONTRIBUTION: 12,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE/ADMIN 3,024 CONFERENCE EXPENSE 3,054 INSURANCE 1,081 MEETING MEALS 29,674 FLOWERS 406 BANK FEES 64 TOTAL 37,303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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.
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC GURHOLT CPA
ReturnHeader/ReturnTs02019-10-16T17:30:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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