Civic Intelligence

Lakeland Minocqua Rotary Club

990EZ • Fiscal year 2021 • EIN 39-1252122

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2022

Organization ProfileWWW.LAKELANDMINOCQUAROTARY.ORG
PO Box 620Minocqua, WI 54548

(715) 614-8518

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

44%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$52,978

Up $16,094 (+44%) from 2020

Net Assets

Up

$52,978

Up $16,094 (+44%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin82nd percentile

Revenue

Up

$45,982

Up $5,893 (+15%) from 2020

Expenses

Down

$29,888

Down $923 (-3.0%) from 2020

Net Income

Up

$16,094

Up $6,816 (+73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$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

2021

Assets$52,978
Liabilities$0
Net Assets$52,978
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$45,982
Expenses$29,888
Net Income$16,094
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2022
Return Version
2020v4.0
Gross Receipts
$45,982
Mission and Program Overview

Mission

Humanitarian Services

HUMAMITARIAN SERVICES

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP AWARDS-$255
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 Pay86th 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
Christmas Tree$34,546$34,546-$34,546
Total Events$34,546$34,546-$34,546
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
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Kerberrose Sc
Address
115 E 5TH ST, SHAWANO, WI 54166
Preparer
Kalisa K Mortag CPA
Phone
7155269400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,841 non-investment depreciation 255 total 2,096”

Form 990-ez, Part II, Line 24

“764 764 less accumulated depreciation 127 382 total 637 382”

Form 990-ez, Part III, Line 31

“Rotary youth leadership awards”

Raw XML Appendix151 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SUE MORRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm1NANCY RITCHIE
CompensationExplanation/CompensationExplanationGrp/PersonNm2VAL SUSOR
CompensationExplanation/CompensationExplanationGrp/PersonNm3BOB BEER
CompensationExplanation/CompensationExplanationGrp/PersonNm4ANDREA DIRKSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm5NANCY HEYEKES
CompensationExplanation/CompensationExplanationGrp/PersonNm6SCOTT MEITUS
CompensationExplanation/CompensationExplanationGrp/PersonNm7DICK SEDLAK
CompensationExplanation/CompensationExplanationGrp/PersonNm8KATE STOUGH
CompensationExplanation/CompensationExplanationGrp/PersonNm9CLARA METZ
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/BOYAmt036247
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06833
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt027450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036884
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052978
IRS990EZ/FundraisingGrossIncomeAmt039146
IRS990EZ/GrossReceiptsAmt045982
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036884
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052978
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036884
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052978
IRS990EZ/OccupancyRentUtltsAndMaintAmt0342
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/BOYAmt0637
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0382
IRS990EZ/OtherExpensesTotalAmt02096
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/ProgramServiceExpensesAmt0255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt039146
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029888
IRS990EZ/TotalProgramServiceExpensesAmt0255
IRS990EZ/TotalRevenueAmt045982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKELANDMINOCQUAROTARY.ORG/
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TREE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,841 NON-INVESTMENT DEPRECIATION 255 TOTAL 2,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1764 764 LESS ACCUMULATED DEPRECIATION 127 382 TOTAL 637 382
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA METZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
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/AddressLine1Txt0115 E 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAWANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054166
ReturnHeader/PreparerPersonGrp/PhoneNum07155269400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KALISA K MORTAG CPA
ReturnHeader/ReturnTs02022-11-14T09:52:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0METZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,978
Liabilities
$0
Net assets
$52,978
Revenue
$45,982
Expenses
$29,888
Net income
$16,094
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
2021Detailed filing. Detailed filing data is available for this year.$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