Civic Intelligence

Rotary International

EIN 39-1252122 • 501(c)4 • Minocqua, WI

Profile

HUMAMITARIAN SERVICES

PO Box 620Minocqua, WI 54548

www.lakelandminocquarotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

93rd percentile

58%

Faster asset growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

47%

Faster revenue growth than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$80,893

Up $29,815 (+58%) from 2024

Liabilities

Up

$5,000

Up $5,000 from 2024

Net Assets

Up

$75,893

Up $24,815 (+49%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin90th percentile

Revenue

Up

$82,520

Up $26,214 (+47%) from 2024

Expenses

Down

$48,818

Down $8,238 (-14%) from 2024

Net Income

Up

$33,702

Up $34,452 (+4594%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2012: $8,103Liabilities 2012: $02012Assets 2013: $1,429Liabilities 2013: $02013Assets 2014: $9,821Liabilities 2014: $02014Assets 2015: $25,149Liabilities 2015: $02015Assets 2016: $27,489Liabilities 2016: $02016Assets 2017: $24,637Liabilities 2017: $02017Assets 2018: $26,235Liabilities 2018: $0Net Assets 2018: $26,2352018Assets 2019: $27,606Liabilities 2019: $0Net Assets 2019: $27,6062019Assets 2020: $36,884Liabilities 2020: $0Net Assets 2020: $36,8842020Assets 2021: $52,978Liabilities 2021: $0Net Assets 2021: $52,9782021Assets 2022: $77,474Liabilities 2022: $0Net Assets 2022: $77,4742022Assets 2023: $63,003Liabilities 2023: $0Net Assets 2023: $63,0032023Assets 2024: $51,078Liabilities 2024: $0Net Assets 2024: $51,0782024Assets 2025: $80,893Liabilities 2025: $5,000Net Assets 2025: $75,8932025

Highlighted filing

2025

Assets$80,893
Liabilities$5,000
Net Assets$75,893
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $49,532Expenses 2012: $51,809Net Income 2012: -$2,2772012Revenue 2013: $50,167Expenses 2013: $56,841Net Income 2013: -$6,6742013Revenue 2014: $55,559Expenses 2014: $47,167Net Income 2014: $8,3922014Revenue 2015: $62,018Expenses 2015: $46,690Net Income 2015: $15,3282015Revenue 2016: $51,248Expenses 2016: $48,908Net Income 2016: $2,3402016Revenue 2017: $44,009Expenses 2017: $46,861Net Income 2017: -$2,8522017Revenue 2018: $46,490Expenses 2018: $44,892Net Income 2018: $1,5982018Revenue 2019: $42,452Expenses 2019: $41,081Net Income 2019: $1,3712019Revenue 2020: $40,089Expenses 2020: $30,811Net Income 2020: $9,2782020Revenue 2021: $45,982Expenses 2021: $29,888Net Income 2021: $16,0942021Revenue 2022: $97,801Expenses 2022: $73,305Net Income 2022: $24,4962022Revenue 2023: $47,571Expenses 2023: $62,042Net Income 2023: -$14,4712023Revenue 2024: $56,306Expenses 2024: $57,056Net Income 2024: -$7502024Revenue 2025: $82,520Expenses 2025: $48,818Net Income 2025: $33,7022025

Highlighted filing

2025

Revenue$82,520
Expenses$48,818
Net Income$33,702
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$80,893
Liabilities
$5,000
Net assets
$75,893
Revenue
$82,520
Expenses
$48,818
Net income
$33,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$5.00$75.9$82.5$48.8$33.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.00$51.1$56.3$57.1$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.0$0.00$63.0$47.6$62.0$14.5
2022Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$97.8$73.3$24.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$0.00$53.0$46.0$29.9$16.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$40.1$30.8$9.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$42.5$41.1$1.37
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.2$0.00$26.2$46.5$44.9$1.60
2017Summary only. Only limited summary data is available for this year.$24.6$0.00$44.0$46.9$2.85
2016Summary only. Only limited summary data is available for this year.$27.5$0.00$51.2$48.9$2.34
2015Summary only. Only limited summary data is available for this year.$25.1$0.00$62.0$46.7$15.3
2014Summary only. Only limited summary data is available for this year.$9.82$0.00$55.6$47.2$8.39
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$50.2$56.8$6.67
2012Summary only. Only limited summary data is available for this year.$8.10$0.00$49.5$51.8$2.28
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.0
Gross Receipts
$97,801
Mission and Program Overview

Mission

Humanitarian Services

HUMAMITARIAN SERVICES

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP AWARDS-$7,689
HUNGER PLUS, POLIO PLUS, PHF INCOME, DISASTER RELIEF. FUNDS ARE COLLECTED AND DISBURSED FOR THE BENEFIT OF THOSE INTERNATIONAL RELIEF PROGRAMS.--
DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS IN THE MINOCQUA, WOODRUFF AND ARBOR VITAE COMMUNITIES, BASED ON BOARD OF DIRECTOR AUTHORIZATION.--
ROTARY YOUTH EXCHANGE - INTERNATIONAL EXCHANGE STUDENT PROGRAM. COSTS ASSOCIATED WITH SENDING TWO LOCAL STUDENTS ABROAD AND BRINGINT TWO FOREIGN STUDENTS TO USA.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE MORRISDirector-$0--
NANCY RITCHIESecretary-$0--
VAL SUSORDirector-$0--
BOB BEERDirector-$0--
ANDREA DIRKSENPresident-$0--
NANCY HEYEKESDirector-$0--
SCOTT MEITUSDirector-$0--
DICK SEDLAKDirector-$0--
KATE STOUGHPresident El-$0--
CLARA METZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer Garden$48,659$48,659-$48,659
Christmas Tree$40,866$40,866-$40,866
Total Events$96,125$96,125-$96,125
Filing and Contact Details

Filer

Filer Name
Lakeland Minocqua Rotary Club
EIN
39-1252122
Phone
7156148518
Address
PO BOX 620, MINOCQUA, WI 54548

Signing Officer

Name
Clara Metz
Title
Treasurer
Phone
7156148518
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kerberrose Sc
Address
1255 LINCOLN STREET, RHINELANDER, WI 54501
Preparer
Kalisa K Mortag CPA
Phone
7153622727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 535 non-investment depreciation 127 total 662”

Form 990-ez, Part II, Line 24

“764 764 less accumulated depreciation 382 509 total 382 255”

Form 990-ez, Part III, Line 31

“Rotary youth leadership awards”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLARA METZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07156148518
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 620
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINOCQUA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052596
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0615
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024496
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt072321
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077474
IRS990EZ/FundraisingGrossIncomeAmt097185
IRS990EZ/GrossReceiptsAmt097801
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077474
IRS990EZ/OccupancyRentUtltsAndMaintAmt0322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY RITCHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VAL SUSOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB BEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA DIRKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY HEYEKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT MEITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DICK SEDLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATE STOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CLARA METZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0382
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0255
IRS990EZ/OtherExpensesTotalAmt0662
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HUMAMITARIAN SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HUNGER PLUS, POLIO PLUS, PHF INCOME, DISASTER RELIEF. FUNDS ARE COLLECTED AND DISBURSED FOR THE BENEFIT OF THOSE INTERNATIONAL RELIEF PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS IN THE MINOCQUA, WOODRUFF AND ARBOR VITAE COMMUNITIES, BASED ON BOARD OF DIRECTOR AUTHORIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY YOUTH EXCHANGE - INTERNATIONAL EXCHANGE STUDENT PROGRAM. COSTS ASSOCIATED WITH SENDING TWO LOCAL STUDENTS ABROAD AND BRINGINT TWO FOREIGN STUDENTS TO USA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ROTARY YOUTH LEADERSHIP AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07689
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt097185
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073305
IRS990EZ/TotalProgramServiceExpensesAmt07689
IRS990EZ/TotalRevenueAmt097801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKELANDMINOCQUAROTARY.ORG/
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEER GARDEN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS TREE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096125
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt096125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 535 NON-INVESTMENT DEPRECIATION 127 TOTAL 662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1764 764 LESS ACCUMULATED DEPRECIATION 382 509 TOTAL 382 255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY YOUTH LEADERSHIP AWARDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA METZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07156148518
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND MINOCQUA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391252122
ReturnHeader/Filer/PhoneNum07156148518
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620
ReturnHeader/Filer/USAddress/CityNm0MINOCQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054548
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBERROSE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01255 LINCOLN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RHINELANDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054501
ReturnHeader/PreparerPersonGrp/PhoneNum07153622727
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KALISA K MORTAG CPA
ReturnHeader/ReturnTs02023-05-15T11:37:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0METZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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