Civic Intelligence

Oconomowoc Rotary Charitable Foundation Inc

EIN 39-1498210 • 501(c)3 • Oconomowoc, WI

Profile

To solicit, invest and expend endowment funds and other gifts, exclusively for charitable and educational programs.

PO Box 112Oconomowoc, WI 53066

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

73%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$220,471

Up $17,239 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$220,471

Up $17,239 (+8.5%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin58th percentile

Revenue

Up

$284,834

Up $120,335 (+73%) from 2023

Expenses

Up

$267,595

Up $198,362 (+287%) from 2023

Net Income

Down

$17,239

Down $78,027 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2011: $36,551Net Assets 2011: $36,5512011Assets 2012: $20,080Liabilities 2012: $02012Assets 2013: $31,316Liabilities 2013: $0Net Assets 2013: $31,3162013Assets 2014: $23,951Liabilities 2014: $0Net Assets 2014: $23,9512014Assets 2015: $49,832Liabilities 2015: $0Net Assets 2015: $49,8322015Assets 2016: $72,824Liabilities 2016: $0Net Assets 2016: $72,8242016Assets 2017: $59,981Liabilities 2017: $0Net Assets 2017: $59,9812017Assets 2018: $53,492Liabilities 2018: $0Net Assets 2018: $53,4922018Assets 2019: $50,340Liabilities 2019: $0Net Assets 2019: $50,3402019Assets 2020: $50,609Liabilities 2020: $0Net Assets 2020: $50,6092020Assets 2021: $64,362Liabilities 2021: $0Net Assets 2021: $64,3622021Assets 2022: $107,966Liabilities 2022: $0Net Assets 2022: $107,9662022Assets 2023: $203,232Liabilities 2023: $0Net Assets 2023: $203,2322023Assets 2024: $220,471Liabilities 2024: $0Net Assets 2024: $220,4712024

Highlighted filing

2024

Assets$220,471
Liabilities$0
Net Assets$220,471
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $33,322Expenses 2011: $38,772Net Income 2011: -$5,4502011Revenue 2012: $19,608Expenses 2012: $36,079Net Income 2012: -$16,4712012Revenue 2013: $41,656Expenses 2013: $30,420Net Income 2013: $11,2362013Revenue 2014: $23,508Expenses 2014: $30,873Net Income 2014: -$7,3652014Revenue 2015: $51,353Expenses 2015: $25,472Net Income 2015: $25,8812015Revenue 2016: $54,930Expenses 2016: $31,938Net Income 2016: $22,9922016Revenue 2017: $40,195Expenses 2017: $53,038Net Income 2017: -$12,8432017Revenue 2018: $33,848Expenses 2018: $40,337Net Income 2018: -$6,4892018Revenue 2019: $31,310Expenses 2019: $34,462Net Income 2019: -$3,1522019Revenue 2020: $35,694Expenses 2020: $35,425Net Income 2020: $2692020Revenue 2021: $46,819Expenses 2021: $33,066Net Income 2021: $13,7532021Revenue 2022: $69,040Expenses 2022: $25,436Net Income 2022: $43,6042022Revenue 2023: $164,499Expenses 2023: $69,233Net Income 2023: $95,2662023Revenue 2024: $284,834Expenses 2024: $267,595Net Income 2024: $17,2392024

Highlighted filing

2024

Revenue$284,834
Expenses$267,595
Net Income$17,239
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,471
Liabilities
$0
Net assets
$220,471
Revenue
$284,834
Expenses
$267,595
Net income
$17,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.85$2.68$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.64$0.69$0.95
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.69$0.25$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.47$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.36$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.31$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.34$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.40$0.53$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.55$0.32$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.51$0.25$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.24$0.31$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.42$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.36$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.33$0.39$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 2, 2025
Return Version
2023v6.0
Gross Receipts
$284,834
Mission and Program Overview

Mission

To solicit, invest and expend endowment funds and other gifts, exclusively for charitable and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$172,601$187,429▲ $14,828
Total Assets$203,232$220,471▲ $17,239
Other Assets Total$30,631$33,042▲ $2,411
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$203,232$220,471▲ $17,239
Total Net Assets Fund Balance$203,232$220,471▲ $17,239
Total Liabilities and Net Assets / Fund Balance$203,232$220,471▲ $17,239

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$33,042--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Glenn HanonPresident
Al BuscemiDirector
Helen ForsterDirector
John ScamblerDirector
Karla LauersdorfDirector
Kevin PehlerDirector
Leslie OlsonDirector
Phil HollandDirector
Susan O'ConnelSecretary
George JusticeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,628
Program Service Revenue
$0
Investment Income
$3,206
Other Revenue
$0
All Other Contributions
$281,628
Change in Net Assets
$17,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$266,281
Other Expenses$1,314
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$266,281--$266,281
All Other Expenses$0$814$0$814
Fees for Service Investment Mgmnt Fees$0$500$0$500
Total Functional Expenses$266,281$1,314$0$267,595
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Oconomowoc Rotary Charitable Foundation Inc
EIN
39-1498210
Phone
2625692185
Address
PO Box 112, Oconomowoc, WI 53066

Signing Officer

Name
Karla Lauersdorf
Title
Treasurer
Phone
2625692185
Signed
2025-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karla Lauersdorf
Formed
1981
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
73

Preparer

Firm
Mitzi Cass CPA
Address
3920 N SOUTHWOOD DR, OCONOMOWOC, WI 53066
Preparer
Mitzi Cass CPA
Phone
2623664470
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Members review 990 tax filing.”

Raw XML Appendix340 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karla Lauersdorf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02625692185
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oconomowoc Rotary Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0391498210
ReturnHeader/Filer/PhoneNum02625692185
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823994563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITZI CASS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03920 N SOUTHWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02623664470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitzi Cass CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T04:46:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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