Civic Intelligence

Lakeland Minocqua Rotary Club

990EZ • Fiscal year 2023 • EIN 39-1252122

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 06, 2024

PO Box 620Minocqua, WI 54548

(715) 358-7121

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$63,003

Down $14,471 (-19%) from 2022

Net Assets

Down

$63,003

Down $14,471 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$47,571

Down $50,230 (-51%) from 2022

Expenses

Down

$62,042

Down $11,263 (-15%) from 2022

Net Income

Down

-$14,471

Down $38,967 (-159%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$63,003
Liabilities$0
Net Assets$63,003

Operations Trend

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

2023

Revenue$47,571
Expenses$62,042
Net Income-$14,471
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 6, 2024
Return Version
2022v5.0
Gross Receipts
$122,407
Mission and Program Overview

Mission

Humanitarian Services

HUMAMTARIAN SERVICES

Program Services

DescriptionGrantsExpenses
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 BRINGING TWO FOREIGN STUDENTS TO USA.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER BILLINGPresident-$0--
SUE MORRISSecretary-$0--
CINDY TRAPPTreasurer-$0--
TIM SANDERSONTreasurer-$0--
CLARA METZBoard Member-$0--
TAMI SCHROEDERBoard Member-$0--
NANCY HEYKESBoard Members-$0--
ZAC OLSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer Garden$58,026$58,026$39,529$18,497
Xmas Tree$44,093$44,093$29,761$14,332
Total Events$112,114$112,114$71,242$40,872
Filing and Contact Details

Filer

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

Signing Officer

Name
Clara Metz
Title
Treasurer
Phone
7156148518
Signed
2024-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Gassner and Associates LLC
Address
7005 Hwy 51, Hazelhurst, WI 54531
Preparer
Mark G Gassner
Phone
7153566419
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountinternational projects income 3,725interest earned 33

Description of other expenses Part I line 16

Description amountdistribution to foundation 61,498

Description of other assets Part II line 24

Category beginning of year end of yearfurniture & equipment 255 764accounts receivable 0 7,125

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINOCQUA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077219
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07875
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063003
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063003
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER BILLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY TRAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM SANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLARA METZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAMI SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NANCY HEYKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ZAC OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0255
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07889
IRS990EZ/OtherExpensesTotalAmt061498
IRS990EZ/OtherRevenueTotalAmt03758
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HUMAMTARIAN SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0270
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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 BRINGING TWO FOREIGN STUDENTS TO USA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt074836
IRS990EZ/SpecialEventsNetIncomeLossAmt035538
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062042
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt047571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FNDRASG CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKELANDMINOCQUAROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071242
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEER GARDEN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0XMAS TREE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt044093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0112114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt044093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0112114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040872
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01952
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt071242
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt029761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTERNATIONAL PROJECTS INCOME 3,725INTEREST EARNED 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDISTRIBUTION TO FOUNDATION 61,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFURNITURE & EQUIPMENT 255 764ACCOUNTS RECEIVABLE 0 7,125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA METZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07156148518
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND MINOCQUA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391252122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620
ReturnHeader/Filer/USAddress/CityNm0MINOCQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054548
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200609410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gassner and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07005 Hwy 51
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hazelhurst
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054531
ReturnHeader/PreparerPersonGrp/PhoneNum07153566419
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark G Gassner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-12T11:08:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0METZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$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