Civic Intelligence

Oregon Rotary Foundation

990PF • Fiscal year 2021 • EIN 39-1563000

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization Profile
491 Concord DriveOregon, WI 53575

(608) 241-5678

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$272,498

No earlier filing loaded for comparison.

Net Assets

$272,498

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

$16,828

No earlier filing loaded for comparison.

Expenses

$6,500

No earlier filing loaded for comparison.

Net Income

$10,328

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2021: $272,498Liabilities 2021: $0Net Assets 2021: $272,4982021Assets 2022: $299,165Liabilities 2022: $0Net Assets 2022: $299,1652022Assets 2023: $329,434Liabilities 2023: $0Net Assets 2023: $329,4342023Assets 2024: $350,036Liabilities 2024: $0Net Assets 2024: $350,0362024

Highlighted filing

2021

Assets$272,498
Liabilities$0
Net Assets$272,498
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Revenue 2021: $16,828Expenses 2021: $6,500Net Income 2021: $10,3282021Revenue 2022: $34,031Expenses 2022: $7,000Net Income 2022: $27,0312022Revenue 2023: $36,948Expenses 2023: $7,000Net Income 2023: $29,9482023Revenue 2024: $28,997Expenses 2024: $8,000Net Income 2024: $20,9972024

Highlighted filing

2021

Revenue$16,828
Expenses$6,500
Net Income$10,328
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN BONSETT-VEALPresident-$0--
ARLAN KAYSecretary-$0--
MARSHALL MENNENGATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Rotary Foundation Inc
EIN
39-1563000
Address
491 CONCORD DRIVE, OREGON, WI 53575

Signing Officer

Name
Marshall Mennenga
Title
Treasurer
Phone
6082415678
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Mennenga Tax & Financial
Address
814 Atlas Ave, Madison, WI 53714
Preparer
Marshall Mennenga
Phone
6082415678
Raw XML Appendix267 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/Filer/USAddress/AddressLine1Txt0491 CONCORD DRIVE
ReturnHeader/Filer/USAddress/CityNm0OREGON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053575
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391686271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mennenga Tax & Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0814 Atlas Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053714
ReturnHeader/PreparerPersonGrp/PhoneNum06082415678
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHALL MENNENGA
ReturnHeader/ReturnTs02022-05-16T19:43:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARSHALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MENNENGA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$272,498
Liabilities
$0
Net assets
$272,498
Revenue
$16,828
Expenses
$6,500
Net income
$10,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.29$0.08$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.37$0.07$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.34$0.07$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.17$0.07$0.10