Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Fond Du Lac Rotary Club Charities Inc
990EZ • Fiscal year 2018 • EIN 39-1342747
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
44th percentile
Higher net margin than 44% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Up$37,736
Up $290 (+0.8%) from 2017
Net Assets
Up$37,736
Up $290 (+0.8%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Down$41,299
Down $1,853 (-4.3%) from 2017
Expenses
Down$41,009
Down $2,626 (-6.0%) from 2017
Net Income
Up$290
Up $773 (+160%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Aug 7, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $41,299
Mission and Program Overview
Mission
Serve fond du lac wi area youth
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | $33,580 | $39,636 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEVE MASSICK | Director | - | $0 | - | - |
| WAYNE ROLLIN | Treasurer | - | $0 | - | - |
| SANDI ROEHRIG | Secretary | - | $0 | - | - |
| TOM SCHUPPE | President | - | $0 | - | - |
| JEFF KRAIG | Director | - | $0 | - | - |
| DAVE HORNUNG | President El | - | $0 | - | - |
| KARYN MERKEL | President No | - | $0 | - | - |
| LOREE SHADY | Director | - | $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
- Steve Leaman
- Title
- Treasurer
- Phone
- 9205173093
- Signed
- 2018-08-07
Preparer
- Firm
- Huberty & Associates Sc
- Address
- 145 S MARR ST, FOND DU LAC, WI 54935-4434
- Preparer
- Robin Lutz CPA Mt
- Phone
- 9209238400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Class of activity: grant name: fondy youth baseball address: po box 1131 fond du lac, wi 54936-1131 cash contribution: 10,000”
Form 990-ez, Part I, Line 16
“Expenses administrative expenses 75 insurance 798 meeting 6,056 total 6,929”
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 Appendix155 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | STEVE LEAMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9209791762 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 854 E JOHNSON ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FOND DU LAC |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54935 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 37446 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37736 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 41242 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 290 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 37446 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 37736 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 33580 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41299 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 57 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 37446 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37736 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 37446 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37736 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 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/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVE MASSICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | WAYNE ROLLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SANDI ROEHRIG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TOM SCHUPPE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JEFF KRAIG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVE HORNUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KARYN MERKEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LOREE SHADY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT NO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6929 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SERVE FOND DU LAC WI AREA YOUTH |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 33580 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39636 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 41009 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39636 |
| IRS990EZ/TotalRevenueAmt | 0 | 41299 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | REFUND 280 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 41242 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19305 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18310 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29206 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 108063 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 57 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 23567 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23215 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24945 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 71784 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 280 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 280 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.59990 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.48130 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 108063 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 41242 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19305 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18310 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29206 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 108063 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 180127 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CLASS OF ACTIVITY: GRANT NAME: FONDY YOUTH BASEBALL ADDRESS: PO BOX 1131 FOND DU LAC, WI 54936-1131 CASH CONTRIBUTION: 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADMINISTRATIVE EXPENSES 75 INSURANCE 798 MEETING 6,056 TOTAL 6,929 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE LEAMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9205173093 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FOND DU LAC ROTARY CLUB |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CHARITIES INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FOND |
| ReturnHeader/Filer/EIN | 0 | 391342747 |
| ReturnHeader/Filer/PhoneNum | 0 | 9209791762 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 182 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FOND DU LAC |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 549360182 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 122EAF232B3F52FB367C6D90FAAA22805907B886 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 122EAF232B3F52FB367C6D90FAAA22805907B886 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.88.174.3 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-08-29 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:03:44 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391392227 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HUBERTY & ASSOCIATES SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 145 S MARR ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FOND DU LAC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 549354434 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9209238400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-08-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBIN LUTZ CPA MT |
| ReturnHeader/ReturnTs | 0 | 2018-08-29T08:03:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $37,736
- Liabilities
- $0
- Net assets
- $37,736
- Revenue
- $41,299
- Expenses
- $41,009
- Net income
- $290