Oconomowoc Rotary Fdn Inc.

990EZ • Fiscal year 2013 • EIN 39-1498210

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 31, 2013

Organization Profile N/A

PO Box 112Oconomowoc, WI 53066

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

27%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

56%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

112%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$31,316

Up $11,236 (+56%) from 2012

Net Assets

$31,316

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin82nd percentile

Revenue

$41,656

Up $22,048 (+112%) from 2012

Expenses

Down

$30,420

Down $5,659 (-16%) from 2012

Net Income

$11,236

Up $27,707 (+168%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

Highlighted filing

2013

Assets$31,316

Liabilities$0

Net Assets$31,316

Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2013

Revenue$41,656

Expenses$30,420

Net Income$11,236

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Oct 31, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN: 39-1498210

Raw XML Appendix198 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Ed JOHNSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	Dave Falstad
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	President & Sec
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Treasurer
IRS990EZ/OperatingSchool	0	false
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IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	STUDENT SCHOLARSHIPS TO REWARD OUTSTANDING SCHOLASTIC ACHEIVEMENT
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IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1870 River Lakes Road S
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	53066
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Bob Duffy
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2622002486
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IRS990EZ/TotalAssets/EOY	0	31316
IRS990EZ/TotalExpenses	0	30420
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IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYear	0	2092
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year	0	17100
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years	0	27000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years	0	20200
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years	0	22192
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	88584
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	41644
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	907
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	1144
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	22703
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	22703
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	12
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IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
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IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.1
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	391498210
ReturnHeader/Filer/Name/BusinessNameLine1	0	Oconomowoc Rotary Charitable
ReturnHeader/Filer/Name/BusinessNameLine2	0	Foundation Inc
ReturnHeader/Filer/NameControl	0	OCON
ReturnHeader/Filer/Phone	0	2625692185
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 112
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ReturnHeader/Officer/DateSigned	0	2013-10-31
ReturnHeader/Officer/Name	0	DANIEL A GOTTER
ReturnHeader/Officer/Title	0	PAST PRESIDENT
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	53066
ReturnHeader/Preparer/Name	0	James K Holsen CPA
ReturnHeader/Preparer/Phone	0	2625676540
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-10-31T07:09:17-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $31,316
Liabilities: $0
Net assets: $31,316
Revenue: $41,656
Expenses: $30,420
Net income: $11,236

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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