Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary International Rotary Club of Fond Du Lac
990EZ • Fiscal year 2020 • EIN 39-1016938
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Balance Sheet
Assets
Up$114,380
Up $27,240 (+31%) from 2019
Net Assets
Up$114,380
Up $27,240 (+31%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue And Expenses
Revenue
Down$105,229
Down $3,573 (-3.3%) from 2019
Expenses
Down$77,989
Down $25,437 (-25%) from 2019
Net Income
Up$27,240
Up $21,864 (+407%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Sep 28, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $105,229
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
| Description | Grants | Expenses |
|---|---|---|
| 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. | $52,229 | $75,519 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SANDI ROEHRIG | Secretary | - | $0 | - | - |
| DAVE HORNUNG | Past Preside | - | $0 | - | - |
| KARYN MERKEL | President | - | $0 | - | - |
| LARRY RICHARDSON | President El | - | $0 | - | - |
| STEVE LEAMAN | Treasurer | - | $0 | - | - |
| JOE BRAUN | Director | - | $0 | - | - |
| JON MARK BOLTHOUSE | Director | - | $0 | - | - |
| LOREE SHADY | President No | - | $0 | - | - |
| DAVID AHERN | Director | - | $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
- 2020-09-28
Preparer
- Firm
- Huberty & Associates Sc
- Address
- 145 S MARR ST, FOND DU LAC, WI 54935-4434
- Preparer
- Tina Funk 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: 10,892 class of activity: grant name: rotary international district 6270 address: 5464 port washington rd 195 glendale, wi 53217 cash contribution: 5,160 class of activity: grant name: fond du lac rotary charities inc address: po box 182 fond du lac, wi 54936-0182 cash contribution: 11,900 class of activity: grant name: every rotarian, every year address: 1560 sherman ave evanston, il 60201-4802 cash contribution: 11,700”
Form 990-ez, Part I, Line 16
“Expenses office/admin 1,970 conference expense 904 insurance 283 meeting meals 22,047 bank fees 56 total 25,260”
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 Appendix130 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | STEVE LEAMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9209791762 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 854 E JOHNSON STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FOND DU LAC |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54935 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 87140 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 114380 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 100 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27240 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 87140 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 114380 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 52229 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105229 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 839 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 104290 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 87140 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 114380 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 87140 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 114380 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| 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/PersonNm | 0 | SANDI ROEHRIG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVE HORNUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KARYN MERKEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LARRY RICHARDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | STEVE LEAMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOE BRAUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JON MARK BOLTHOUSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LOREE SHADY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DAVID AHERN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRESIDENT NO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 25260 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 52229 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 75519 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 77989 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 75519 |
| IRS990EZ/TotalRevenueAmt | 0 | 105229 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CLASS OF ACTIVITY: GRANT NAME: ROTARY INTERNATIONAL ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-4802 CASH CONTRIBUTION: 10,892 CLASS OF ACTIVITY: GRANT NAME: ROTARY INTERNATIONAL DISTRICT 6270 ADDRESS: 5464 PORT WASHINGTON RD 195 GLENDALE, WI 53217 CASH CONTRIBUTION: 5,160 CLASS OF ACTIVITY: GRANT NAME: FOND DU LAC ROTARY CHARITIES INC ADDRESS: PO BOX 182 FOND DU LAC, WI 54936-0182 CASH CONTRIBUTION: 11,900 CLASS OF ACTIVITY: GRANT NAME: EVERY ROTARIAN, EVERY YEAR ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-4802 CASH CONTRIBUTION: 11,700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE/ADMIN 1,970 CONFERENCE EXPENSE 904 INSURANCE 283 MEETING MEALS 22,047 BANK FEES 56 TOTAL 25,260 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE LEAMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9209215738 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-09-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL ROTARY CLUB OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOND DU LAC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 391016938 |
| ReturnHeader/Filer/PhoneNum | 0 | 9209791762 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 182 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FOND DU LAC |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 549350182 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 64F4CA3EA453B4A001AF469EEB48656186F49DAA |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 6C69B51BDE531EB32E18A3458CB2931AA9A75B48 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.88.174.3 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-06 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:19:08 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391392227 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HUBERTY & ASSOCIATES SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 145 S MARR ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FOND DU LAC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 549354434 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9209238400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-09-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TINA FUNK CPA |
| ReturnHeader/ReturnTs | 0 | 2020-10-06T08:19:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $114,380
- Liabilities
- $0
- Net assets
- $114,380
- Revenue
- $105,229
- Expenses
- $77,989
- Net income
- $27,240