Civic Intelligence

Oconomowoc Rotary Fdn Inc.

990EZ • Fiscal year 2021 • EIN 39-1498210

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

Organization ProfileN/A
PO Box 112Oconomowoc, WI 53066

(262) 569-2185

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

29%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

27%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

31%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$64,362

Up $13,753 (+27%) from 2020

Net Assets

Up

$64,362

Up $13,753 (+27%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$46,819

Up $11,125 (+31%) from 2020

Expenses

Down

$33,066

Down $2,359 (-6.7%) from 2020

Net Income

Up

$13,753

Up $13,484 (+5013%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2021

Assets$64,362
Liabilities$0
Net Assets$64,362
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$46,819
Expenses$33,066
Net Income$13,753
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$46,819
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Other contributions to charitable organizations$0$23,425
Student scholarships to reward outstanding scholasticacheivement$0$9,250
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike HerroPresidentPT$0--
Paula JacobsDirectorPT$0--
George JusticeTreasurerPT$0--
Glenn HanonDirectorPT$0--
Phil HollandDirectorPT$0--
Mary SteinkeDirectorPT$0--
Annemieke Van Der WerfDirectorPT$0--
Susan O'ConnellSecretaryPT$0--
Chris YoungDirectorPT$0--
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
George Justice
Title
Treasurer
Phone
2625692185
Signed
2021-11-03

Preparer

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

Additional Explanations

Pt V, PBC

“The 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.”

Form 990EZ, Part I, Line 10

“Grants and scholarships paid (none over $5000 each); Grants/Scholarships; : , , , ; , 32675.”

Form 990EZ, Part I, Line 16

“Administrative fees 391.”

Raw XML Appendix208 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/OfficerDirectorTrusteeEmplGrp/PersonNm3Glenn Hanon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Phil Holland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Chris Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033755
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants and scholarships paid (none over $5000 each); Grants/Scholarships; : , , , ; , 32675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative fees 391.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0George Justice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02625692185
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oconomowoc Rotary Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0391498210
ReturnHeader/Filer/PhoneNum02625692185
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 112
ReturnHeader/Filer/USAddress/CityNm0Oconomowoc
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
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/ReturnTs02021-11-10T06:08:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Justice
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$64,362
Liabilities
$0
Net assets
$64,362
Revenue
$46,819
Expenses
$33,066
Net income
$13,753
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