Civic Intelligence

Oconomowoc Rotary Fdn Inc.

990EZ • Fiscal year 2019 • EIN 39-1498210

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 18, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.9%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.5%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$50,340

Down $3,152 (-5.9%) from 2018

Net Assets

Down

$50,340

Down $3,152 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Down

$31,310

Down $2,538 (-7.5%) from 2018

Expenses

Down

$34,462

Down $5,875 (-15%) from 2018

Net Income

Up

-$3,152

Up $3,337 (+51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$50,340
Liabilities$0
Net Assets$50,340
Open 2019 Filing

Operations Trend

Revenue Growth37th 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

2019

Revenue$31,310
Expenses$34,462
Net Income-$3,152
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$31,310
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$21,800
STUDENT SCHOLARSHIPS TO REWARD OUTSTANDING SCHOLASTIC ACHEIVEMENT$0$12,250
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA JACOBSPresidentPT$0--
GEORGE JUSTICETreasurerPT$0--
GLENN HANNONDirectorPT$0--
MIKE HERRODirectorPT$0--
MARY STEINKEDirectorPT$0--
SARAH BUTZDirectorPT$0--
ANNEMIEKE VAN DER WERFDirectorPT$0--
JOHN BORAYDirectorPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel a Gotter
Title
Past President
Phone
2625692185
Signed
2019-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 99. Description: reconciling adjustment. Amount: 518. Total to form 990-ez, line 8: 617.”

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

“Activity classification: . Grantee name: lake area free clinic. Grantee address: 856 armour road oconomowoc, wi 53066. Amount given: 10,000.”

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

“Description: administrative expenses. Amount: 412.”

Raw XML Appendix206 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0GEORGE JUSTICE
IRS990EZ/BooksInCareOfDetail/PhoneNum02625692185
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 112
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt030693
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3152
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053492
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050340
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034050
IRS990EZ/GrossReceiptsAmt031310
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053492
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053492
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAULA JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE JUSTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLENN HANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE HERRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY STEINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH BUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNEMIEKE VAN DER WERF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN BORAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0412
IRS990EZ/OtherRevenueTotalAmt0617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT, INVEST AND EXPEND ENDOWMENT FUNDS AND OTHER GIFTS, EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OTHER CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SCHOLARSHIPS TO REWARD OUTSTANDING SCHOLASTIC ACHEIVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034462
IRS990EZ/TotalProgramServiceExpensesAmt034050
IRS990EZ/TotalRevenueAmt031310
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt019130
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt022230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0210733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0385
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0518
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0518
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89070
IRS990ScheduleA/PublicSupportPY509Pct00.79770
IRS990ScheduleA/PublicSupportTotal509Amt0188503
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt019130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt022230
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051324
IRS990ScheduleA/Total509Grp/TotalAmt0210733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051353
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 99. DESCRIPTION: RECONCILING ADJUSTMENT. AMOUNT: 518. TOTAL TO FORM 990-EZ, LINE 8: 617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: LAKE AREA FREE CLINIC. GRANTEE ADDRESS: 856 ARMOUR ROAD OCONOMOWOC, WI 53066. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 412.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A GOTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625692185
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONOMOWOC ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION 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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9154812F2A1CFB042C171B4E7313471224972C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008598E5CD8BEAEC8C407760E8BF8A64CD65A21BD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:20:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K HOLSEN CPA
ReturnHeader/ReturnTs02019-12-04T12:45:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,340
Liabilities
$0
Net assets
$50,340
Revenue
$31,310
Expenses
$34,462
Net income
-$3,152
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