Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 39-1231380 • 501(c)4 • Lake Geneva, WI
Profile
Raise money to contribute to community service organizations for community awareness, and to assist indigent families in the area. Also raise money to contribute to student scholarships for college.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Assets
Down$37,616
Down $1,189 (-3.1%) from 2018
Liabilities
Flat$0
Flat from 2018
Net Assets
$37,616
No earlier filing loaded for comparison.
Revenue
Up$24,337
Up $2,657 (+12%) from 2018
Expenses
Up$25,526
Up $2,629 (+11%) from 2018
Net Income
Up-$1,189
Up $28 (+2.3%) from 2018
Most recent year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Raise money to contribute to community service organizations for community awareness, and to assist indigent families in the area. Also raise money to contribute to student scholarships for college.
| Description | Grants | Expenses |
|---|---|---|
| CONTRIBUTED FUNDS TO COMMUNITY SERVICE ORGANIZATIONS. | $0 | $0 |
| CONTRIBUTED SCHOLARSHIP FUNDS TO HIGH SCHOOL SENIORS TO HELP PAY COLLEGE COSTS. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARTHA THELEN | President | - | $0 | - | - |
| ROBERT KUNKEL | Secretary | - | $0 | - | - |
| JILL RODRIGUEZ | Treasurer | - | $0 | - | - |
| HEATHER BREWER | Board Member | - | $0 | - | - |
| MICHAEL PODY | Board Member | - | $0 | - | - |
| JOHN STENSLAND | Board Member | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Womens Weekend | $11,987 | $11,987 | $10,195 | $1,792 |
| Octoberfest | $10,587 | $10,587 | $3,997 | $6,590 |
| Total Events | $23,524 | $23,524 | $16,052 | $7,472 |
“Affiliate name: rotary international. Amount of payment: 1,003.”
“Affiliate name: rotary district. Amount of payment: 1,258. Total included on form 990-ez, line 10: 2,261.”
“Activity classification: . Grantee name: shcolarschips and donations. Amount given: 13,485.”
“Description: meetings expense. Amount: 4,313. Description: rotary foundation expenses. Amount: 2,500. Description: bank fees. Amount: 20. Description: it expenses. Amount: 383. Description: gifts. Amount: 143. Description: postage and shipping. Amount: 96. Description: web services. Amount: 500. Description: world affairs seminar. Amount: 1,390. Description: interact club/badger high. Amount: 435. Total to form 990-ez, line 16: 9,780.”
“Description: dues receivable. Beg. Of year amount: 1,580. End of year amount: 793.”
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 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JILL RODRIGUEZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6307505432 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 601 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKE GENEVA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53147 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 37225 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 36823 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3000 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1189 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 38805 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 37616 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 23524 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 15746 |
| IRS990EZ/GrossReceiptsAmt | 0 | 40389 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 38805 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37616 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 38805 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37616 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARTHA THELEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROBERT KUNKEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JILL RODRIGUEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HEATHER BREWER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MICHAEL PODY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOHN STENSLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1580 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 793 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9780 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | RAISE MONEY TO CONTRIBUTE TO COMMUNITY SERVICE ORGANIZATIONS FOR COMMUNITY AWARENESS, AND TO ASSIST INDIGENT FAMILIES IN THE AREA. ALSO RAISE MONEY TO CONTRIBUTE TO STUDENT SCHOLARSHIPS FOR COLLEGE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13865 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONTRIBUTED FUNDS TO COMMUNITY SERVICE ORGANIZATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CONTRIBUTED SCHOLARSHIP FUNDS TO HIGH SCHOOL SENIORS TO HELP PAY COLLEGE COSTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16052 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 7472 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 25526 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 24337 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LAKEGENEVAROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16052 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WOMENS WEEKEND |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | OCTOBERFEST |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 11987 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 10587 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 950 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 23524 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 11987 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 10587 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 950 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 23524 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 7472 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 1860 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 16052 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 10195 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 3997 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AFFILIATE NAME: ROTARY INTERNATIONAL. AMOUNT OF PAYMENT: 1,003. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AFFILIATE NAME: ROTARY DISTRICT. AMOUNT OF PAYMENT: 1,258. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,261. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SHCOLARSCHIPS AND DONATIONS. AMOUNT GIVEN: 13,485. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 4,313. DESCRIPTION: ROTARY FOUNDATION EXPENSES. AMOUNT: 2,500. DESCRIPTION: BANK FEES. AMOUNT: 20. DESCRIPTION: IT EXPENSES. AMOUNT: 383. DESCRIPTION: GIFTS. AMOUNT: 143. DESCRIPTION: POSTAGE AND SHIPPING. AMOUNT: 96. DESCRIPTION: WEB SERVICES. AMOUNT: 500. DESCRIPTION: WORLD AFFAIRS SEMINAR. AMOUNT: 1,390. DESCRIPTION: INTERACT CLUB/BADGER HIGH. AMOUNT: 435. TOTAL TO FORM 990-EZ, LINE 16: 9,780. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 1,580. END OF YEAR AMOUNT: 793. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JILL RODRIGUEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2627451520 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-03-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LAKE GENEVA ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 391231380 |
| ReturnHeader/Filer/PhoneNum | 0 | 2627451520 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 601 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKE GENEVA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53147 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | F759955883C4DCD81327BDB9BF7D7B43F63D543D |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 74.87.119.234 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-03-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:56:18 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391971296 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CHAMBERLAIN & HENNINGFIELD CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1119 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE GENEVA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53147 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2622491100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-03-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JON S CHAMBERLAIN CPA |
| ReturnHeader/ReturnTs | 0 | 2020-03-12T09:03:43-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
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