Civic Intelligence

Fond Du Lac Rotary Club

EIN 39-1342747 • 501(c)3 • Fond Du Lac, WI

Profile

Serve fond du lac wi area youth

PO Box 182Fond Du Lac, WI 54936-0182

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.9%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-44%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$172,925

Down $8,928 (-4.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$172,925

No earlier filing loaded for comparison.

Revenue

Down

$54,263

Down $42,660 (-44%) from 2024

Expenses

Up

$63,191

Up $26,889 (+74%) from 2024

Net Income

Down

-$8,928

Down $69,549 (-115%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $44,266Liabilities 2012: $02012Assets 2013: $54,566Liabilities 2013: $02013Assets 2014: $20,443Liabilities 2014: $02014Assets 2015: $41,642Liabilities 2015: $02015Assets 2016: $37,929Liabilities 2016: $0Net Assets 2016: $37,9292016Assets 2017: $37,446Liabilities 2017: $0Net Assets 2017: $37,4462017Assets 2018: $37,736Liabilities 2018: $0Net Assets 2018: $37,7362018Assets 2019: $57,495Liabilities 2019: $0Net Assets 2019: $57,4952019Assets 2020: $55,003Liabilities 2020: $0Net Assets 2020: $55,0032020Assets 2021: $67,785Liabilities 2021: $02021Assets 2022: $107,456Liabilities 2022: $02022Assets 2023: $121,232Liabilities 2023: $02023Assets 2024: $181,853Liabilities 2024: $02024Assets 2025: $172,925Net Assets 2025: $172,9252025

Highlighted filing

2025

Assets$172,925
Liabilities-
Net Assets$172,925

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $40,637Expenses 2012: $36,417Net Income 2012: $4,2202012Revenue 2013: $40,584Expenses 2013: $30,284Net Income 2013: $10,3002013Revenue 2014: $11,584Expenses 2014: $45,706Net Income 2014: -$34,1222014Revenue 2015: $54,151Expenses 2015: $32,952Net Income 2015: $21,1992015Revenue 2016: $41,525Expenses 2016: $45,239Net Income 2016: -$3,7142016Revenue 2017: $43,152Expenses 2017: $43,635Net Income 2017: -$4832017Revenue 2018: $41,299Expenses 2018: $41,009Net Income 2018: $2902018Revenue 2019: $51,706Expenses 2019: $31,947Net Income 2019: $19,7592019Revenue 2020: $38,643Expenses 2020: $41,135Net Income 2020: -$2,4922020Revenue 2021: $39,697Expenses 2021: $26,915Net Income 2021: $12,7822021Revenue 2022: $64,251Expenses 2022: $24,580Net Income 2022: $39,6712022Revenue 2023: $42,874Expenses 2023: $29,098Net Income 2023: $13,7762023Revenue 2024: $96,923Expenses 2024: $36,302Net Income 2024: $60,6212024Revenue 2025: $54,263Expenses 2025: $63,191Net Income 2025: -$8,9282025

Highlighted filing

2025

Revenue$54,263
Expenses$63,191
Net Income-$8,928

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.54$0.63$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$0.97$0.36$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$0.43$0.29$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$0.64$0.25$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.40$0.27$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.39$0.41$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.52$0.32$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.41$0.41$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.43$0.44$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.42$0.45$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.54$0.33$0.21
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.12$0.46$0.34
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.41$0.30$0.10
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.41$0.36$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$54,263
Mission and Program Overview

Mission

Serve fond du lac wi area youth

Program Services

DescriptionGrantsExpenses
ALL MONEY RAISED GOES BACK TO THE COMMUNITY TO SERVE YOUTH INCLUDING SCHOLARSHIPS, SCHOLARSHIP BANQUETS, CHILDREN'S MUSEUM, YOUTH ACADEMIC AWARDS, STUDENT EXCHANGE, MIDDLE SCHOOL BOOKWORMS, UNITED SINGERS, FDL AGE SOCIETY, SHOP WITH A COP, BADGER GIRLS STATE, SCOUT REACH AND MORE.$58,576$62,561
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDI ROEHRIGSecretary-$0--
STEVE LEAMANPresident-$0--
JEFF KRAIGDirector-$0--
MEGHAN HYLANDPresident El-$0--
JASON ZELLNERDirector-$0--
TIM HOLZMANPres Nominee-$0--
JOSH WILSMANNTreasurer-$0--
JIM MISUDEKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fond Du Lac Rotary Club
EIN
39-1342747
Phone
9209791762
Address
PO BOX 182, FOND DU LAC, WI 54936-0182

Signing Officer

Name
Brendan Stormo
Title
Treasurer
Phone
9203221710
Signed
2025-11-11

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935
Preparer
Suzann Oppermann-slattery
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: holiday lights name: lakeside park holiday lights address: 555 n park ave fond du lac, wi 54937 cash contribution: 16,967 class of activity: captial project name: fdl ymca address: 90 w 2nd street fond du lac, wi 54935 cash contribution: 12,500

Form 990-ez, Part I, Line 16

Expenses scholarship banquet 3,985 total 3,985

Form 990-ez, Part III, Line 28

All money raised goes back to the community to serve youth including scholarships, scholarship banquets, children's museum, youth academic awards, student exchange, middle school bookworms, united singers, fdl age society, shop with a cop, badger girls state, scout reach and more.

Raw XML Appendix160 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/PersonNm0BRENDAN STORMO
IRS990EZ/BooksInCareOfDetail/PhoneNum09206242273
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 182
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054936
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181853
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172925
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050978
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8928
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0630
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172925
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058576
IRS990EZ/GrossReceiptsAmt054263
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03285
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0SANDI ROEHRIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE LEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF KRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGHAN HYLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON ZELLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM HOLZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSH WILSMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM MISUDEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRES NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03985
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVE FOND DU LAC WI AREA YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL MONEY RAISED GOES BACK TO THE COMMUNITY TO SERVE YOUTH INCLUDING SCHOLARSHIPS, SCHOLARSHIP BANQUETS, CHILDREN'S MUSEUM, YOUTH ACADEMIC AWARDS, STUDENT EXCHANGE, MIDDLE SCHOOL BOOKWORMS, UNITED SINGERS, FDL AGE SOCIETY, SHOP WITH A COP, BADGER GIRLS STATE, SCOUT REACH AND MORE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062561
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063191
IRS990EZ/TotalProgramServiceExpensesAmt062561
IRS990EZ/TotalRevenueAmt054263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REFUND 536
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0292181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0526
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05291
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0536
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0536
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83490
IRS990ScheduleA/PublicSupportPY170Pct00.75060
IRS990ScheduleA/PublicSupportTotal170Amt0248793
IRS990ScheduleA/SubstantialContributorsTotAmt043388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039121
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0292181
IRS990ScheduleA/TotalSupportAmt0298008
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: HOLIDAY LIGHTS NAME: LAKESIDE PARK HOLIDAY LIGHTS ADDRESS: 555 N PARK AVE FOND DU LAC, WI 54937 CASH CONTRIBUTION: 16,967 CLASS OF ACTIVITY: CAPTIAL PROJECT NAME: FDL YMCA ADDRESS: 90 W 2ND STREET FOND DU LAC, WI 54935 CASH CONTRIBUTION: 12,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SCHOLARSHIP BANQUET 3,985 TOTAL 3,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MONEY RAISED GOES BACK TO THE COMMUNITY TO SERVE YOUTH INCLUDING SCHOLARSHIPS, SCHOLARSHIP BANQUETS, CHILDREN'S MUSEUM, YOUTH ACADEMIC AWARDS, STUDENT EXCHANGE, MIDDLE SCHOOL BOOKWORMS, UNITED SINGERS, FDL AGE SOCIETY, SHOP WITH A COP, BADGER GIRLS STATE, SCOUT REACH AND MORE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDAN STORMO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09203221710
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0391342747
ReturnHeader/Filer/PhoneNum09209791762
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 182
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549360182
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 N PIONEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054935
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANN OPPERMANN-SLATTERY
ReturnHeader/ReturnTs02025-11-12T11:14:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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