Civic Intelligence

Rotary International Oshkosh Attn Kathy Hanson

990EZ • Fiscal year 2021 • EIN 39-1460106

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

Organization ProfileWWW.OSHKOSHROTARYSOUTHWEST.ORG
PO Box 1202Oshkosh, WI 54903-1202

(920) 426-3586

Siviq Scores

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

Liabilities / Assets

89th percentile

0.37x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.62x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

18th percentile

-23%

Higher net margin than 18% 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

27th percentile

-7.0%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

12th percentile

-61%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$60,654

Down $4,597 (-7.0%) from 2020

Net Assets

Down

$38,445

Down $8,278 (-18%) from 2020

Liabilities

Up

$22,209

Up $3,681 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin18th percentile

Revenue

Down

$35,624

Down $56,647 (-61%) from 2020

Expenses

Down

$43,902

Down $30,819 (-41%) from 2020

Net Income

Down

-$8,278

Down $25,828 (-147%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $75,846Liabilities 2011: $46,669Net Assets 2011: $29,1772011Assets 2012: $104,190Liabilities 2012: $36,681Net Assets 2012: $67,5092012Assets 2013: $109,699Liabilities 2013: $48,091Net Assets 2013: $61,6082013Assets 2014: $73,627Liabilities 2014: $33,019Net Assets 2014: $40,6082014Assets 2015: $61,313Liabilities 2015: $37,382Net Assets 2015: $23,9312015Assets 2016: $44,748Liabilities 2016: $39,343Net Assets 2016: $5,4052016Assets 2017: $49,366Liabilities 2017: $45,506Net Assets 2017: $3,8602017Assets 2018: $52,492Liabilities 2018: $34,672Net Assets 2018: $17,8202018Assets 2019: $61,239Liabilities 2019: $32,066Net Assets 2019: $29,1732019Assets 2020: $65,251Liabilities 2020: $18,528Net Assets 2020: $46,7232020Assets 2021: $60,654Liabilities 2021: $22,209Net Assets 2021: $38,4452021Assets 2022: $78,706Liabilities 2022: $29,519Net Assets 2022: $49,1872022Assets 2023: $83,741Liabilities 2023: $30,331Net Assets 2023: $53,4102023Assets 2024: $68,523Liabilities 2024: $29,481Net Assets 2024: $39,0422024Assets 2025: $67,580Liabilities 2025: $25,956Net Assets 2025: $41,6242025

Highlighted filing

2021

Assets$60,654
Liabilities$22,209
Net Assets$38,445
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $194,5592011Expenses 2012: $186,3462012Revenue 2013: $222,944Expenses 2013: $228,845Net Income 2013: -$5,9012013Revenue 2014: $215,643Expenses 2014: $236,643Net Income 2014: -$21,0002014Revenue 2015: $138,040Expenses 2015: $154,717Net Income 2015: -$16,6772015Revenue 2016: $141,667Expenses 2016: $160,193Net Income 2016: -$18,5262016Revenue 2017: $107,109Expenses 2017: $108,654Net Income 2017: -$1,5452017Revenue 2018: $114,920Expenses 2018: $100,960Net Income 2018: $13,9602018Revenue 2019: $102,222Expenses 2019: $90,869Net Income 2019: $11,3532019Revenue 2020: $92,271Expenses 2020: $74,721Net Income 2020: $17,5502020Revenue 2021: $35,624Expenses 2021: $43,902Net Income 2021: -$8,2782021Revenue 2022: $79,762Expenses 2022: $69,020Net Income 2022: $10,7422022Revenue 2023: $98,913Expenses 2023: $94,690Net Income 2023: $4,2232023Revenue 2024: $110,149Expenses 2024: $124,517Net Income 2024: -$14,3682024Revenue 2025: $90,789Expenses 2025: $88,207Net Income 2025: $2,5822025

Highlighted filing

2021

Revenue$35,624
Expenses$43,902
Net Income-$8,278
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$38,613
Mission and Program Overview

Mission

Provide humanitarian services, encourage high ethical standards, and help build goodwill and peace in the world. Raise funds to distribute in the community.

Program Services

DescriptionGrantsExpenses
ENVIRONMENTAL AND VOCATIONAL SERVICE GRANTS AND CLUB MEETINGS AND DUES - DONATIONS FOR VARIOUS ENVIRONMENTAL PROGRAMS IN THE COMMUNITY AND BUSINESS EXPO EXPENSES$0$25,622
INTERNATIONAL SERVICE GRANTS - DONATIONS MADE TO INTERNATIONAL PROGRAMS OF OUR CLUB IN KENYA AND PERU AND SUPPORT OF OUR EXCHANGE STUDENT$5,430$7,413
NEW GENERATIONS GRANTS - SUPPORT OF PROGRAMS AT ROOSEVELT SCHOOL, YOUTH ROTARY GROUPS, AND SCHOLARSHIPS FOR HIGH SCHOOL SENIORS$4,909$4,909
COMMUNITY SERVICE GRANTS - DONATIONS MADE TO VARIOUS COMMUNITY ORGANIZATIONS AND PROGRAMS IN THE COMMUNITY$1,700$1,700
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD SLAGTERPast PresidentPT$0--
TOM KLOECKNERSargent-At-ArmsPT$0--
BECKY METZClub Service ChairPT$0--
GRIFFIN POLLNOWClub Service ChairPT$0--
JEFF KRUEGERCommunity Service ChairPT$0--
ROCHELLE HURZLERCommunity Service ChairPT$0--
NICK HAHNInternational Service ChaiPT$0--
BILL THIMKEInternational Service ChaiPT$0--
AUTUMN URBANVocational Service ChairPT$0--
GRETCHEN HERRMANNVocational Service ChairPT$0--
MARCUS BUTTSNew Generations ChairPT$0--
KARI SEEFELDTNew Generations ChairPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Rotary International Oshkosh
EIN
39-1460106
Phone
9204263586
Address
PO BOX 1202, OSHKOSH, WI 54903-1202

Signing Officer

Name
Kathy Hanson
Title
Treasurer
Phone
9204263586
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: new generations. Grantee name: back to school bag. Grantee relationship: none. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: new generations. Grantee name: pals - other. Grantee relationship: none. Amount given: 1,159.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: new generations. Grantee name: jericho road ministries. Grantee relationship: none. Amount given: 750.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: united way donation. Grantee relationship: none. Amount given: 1,700.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international service. Grantee name: world project peru. Grantee relationship: none. Amount given: 3,800.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international service. Grantee name: world affairs seminar. Grantee relationship: none. Amount given: 630.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international service. Grantee name: world project zambia. Grantee relationship: none. Amount given: 1,000. Total included on form 990-ez, line 10: 12,039.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conf, conventions, travel, etc. Amount: 13,713. Description: supplies. Amount: 123. Description: bad debt. Amount: 560. Description: dues. Amount: 10,889. Description: international service expenses. Amount: 1,983. Description: other expenses. Amount: 742. Description: awards & promotions. Amount: 278. Description: advertising. Amount: 23. Total to form 990-ez, line 16: 28,311.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 7,434. End of year amount: 9,369.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: paul harris foundation. Beg. Of year amount: 4,457. End of year amount: 6,225. Description: southwest foundation. Beg. Of year amount: 8,456. End of year amount: 9,612. Description: accts payable & accrued exp. Beg. Of year amount: 5,615. End of year amount: 5,050. Description: best western waterfront premier. Beg. Of year amount: 0. End of year amount: 1,322.”

Raw XML Appendix205 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/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD SLAGTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM KLOECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY METZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRIFFIN POLLNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROCHELLE HURZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICK HAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL THIMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AUTUMN URBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GRETCHEN HERRMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARCUS BUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KARI SEEFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SARGENT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLUB SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLUB SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNITY SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNITY SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6INTERNATIONAL SERVICE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7INTERNATIONAL SERVICE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VOCATIONAL SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOCATIONAL SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10NEW GENERATIONS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11NEW GENERATIONS CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. RAISE FUNDS TO DISTRIBUTE IN THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramServiceRevenueAmt010314
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE GRANTS - DONATIONS MADE TO VARIOUS COMMUNITY ORGANIZATIONS AND PROGRAMS IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL SERVICE GRANTS - DONATIONS MADE TO INTERNATIONAL PROGRAMS OF OUR CLUB IN KENYA AND PERU AND SUPPORT OF OUR EXCHANGE STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NEW GENERATIONS GRANTS - SUPPORT OF PROGRAMS AT ROOSEVELT SCHOOL, YOUTH ROTARY GROUPS, AND SCHOLARSHIPS FOR HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ENVIRONMENTAL AND VOCATIONAL SERVICE GRANTS AND CLUB MEETINGS AND DUES - DONATIONS FOR VARIOUS ENVIRONMENTAL PROGRAMS IN THE COMMUNITY AND BUSINESS EXPO EXPENSES
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IRS990EZ/WebsiteAddressTxt0WWW.OSHKOSHROTARYSOUTHWEST.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: NEW GENERATIONS. GRANTEE NAME: BACK TO SCHOOL BAG. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NEW GENERATIONS. GRANTEE NAME: PALS - OTHER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: NEW GENERATIONS. GRANTEE NAME: JERICHO ROAD MINISTRIES. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: UNITED WAY DONATION. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: WORLD PROJECT PERU. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: WORLD AFFAIRS SEMINAR. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: WORLD PROJECT ZAMBIA. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,039.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: CONF, CONVENTIONS, TRAVEL, ETC. AMOUNT: 13,713. DESCRIPTION: SUPPLIES. AMOUNT: 123. DESCRIPTION: BAD DEBT. AMOUNT: 560. DESCRIPTION: DUES. AMOUNT: 10,889. DESCRIPTION: INTERNATIONAL SERVICE EXPENSES. AMOUNT: 1,983. DESCRIPTION: OTHER EXPENSES. AMOUNT: 742. DESCRIPTION: AWARDS & PROMOTIONS. AMOUNT: 278. DESCRIPTION: ADVERTISING. AMOUNT: 23. TOTAL TO FORM 990-EZ, LINE 16: 28,311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 7,434. END OF YEAR AMOUNT: 9,369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: PAUL HARRIS FOUNDATION. BEG. OF YEAR AMOUNT: 4,457. END OF YEAR AMOUNT: 6,225. DESCRIPTION: SOUTHWEST FOUNDATION. BEG. OF YEAR AMOUNT: 8,456. END OF YEAR AMOUNT: 9,612. DESCRIPTION: ACCTS PAYABLE & ACCRUED EXP. BEG. OF YEAR AMOUNT: 5,615. END OF YEAR AMOUNT: 5,050. DESCRIPTION: BEST WESTERN WATERFRONT PREMIER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,322.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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Filings

Displayed year

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

Open filing
Assets
$60,654
Liabilities
$22,209
Net assets
$38,445
Revenue
$35,624
Expenses
$43,902
Net income
-$8,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.26$0.42$0.91$0.88$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.29$0.39$1.10$1.25$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.30$0.53$0.99$0.95$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.30$0.49$0.80$0.69$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.22$0.38$0.36$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.19$0.47$0.92$0.75$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.32$0.29$1.02$0.91$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.35$0.18$1.15$1.01$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.46$0.04$1.07$1.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.39$0.05$1.42$1.60$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.37$0.24$1.38$1.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.33$0.41$2.16$2.37$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.48$0.62$2.23$2.29$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.37$0.68$1.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.47$0.29$1.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits