Civic Intelligence

Oconomowoc Rotary Fdn Inc.

990EZ • Fiscal year 2016 • EIN 39-1498210

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$72,824

Up $22,992 (+46%) from 2015

Net Assets

Up

$72,824

Up $22,992 (+46%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$54,930

Up $3,577 (+7.0%) from 2015

Expenses

Up

$31,938

Up $6,466 (+25%) from 2015

Net Income

Down

$22,992

Down $2,889 (-11%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$72,824
Liabilities$0
Net Assets$72,824

Operations Trend

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

2016

Revenue$54,930
Expenses$31,938
Net Income$22,992
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$54,930
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$23,310-
STUDENT SCHOLARSHIPS TO REWARD OUTSTANDING SCHOLASTIC ACHEIVEMENT$8,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ed JohnsonTreasurerPT$0--
John BorayDirectorPT$0--
Maribeth BushDirectorPT$0--
George JusticeDirectorPT$0--
Mary SteinkeDirectorPT$0--
Helen ForsterSecretaryPT$0--
Glenn HanonPresidentPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel a Gotter
Title
Past President
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Winter Kloman Moter and Repp Sc
Address
1040 OCONOMOWOC PKWY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPACGMA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Other Expenses.1

Dept of Financial Institutions $128

Raw XML Appendix181 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ed Johnson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT, INVEST AND EXPEND ENDOWMENT FUNDS AND OTHER GIFTS, EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PROGRAMS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031938
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IRS990EZ/TotalRevenueAmt054930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt017100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt074882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051324
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019584
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0148
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60730
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IRS990ScheduleA/PublicSupportTotal509Amt0116025
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dept of Financial Institutions $128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A GOTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oconomowoc Rotary Charitable
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTER KLOMAN MOTER AND REPP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Holsen CPACGMA
ReturnHeader/ReturnTs02016-11-11T08:38:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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