Civic Intelligence

Lake Country Rotary - Hartland

990EZ • Fiscal year 2022 • EIN 39-1580955

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 13, 2022

PO Box 406Hartland, WI 53029

(262) 993-1107

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

53rd percentile

6.3%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

57%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$73,990

Up $4,306 (+6.2%) from 2021

Net Assets

Up

$71,900

Up $4,406 (+6.5%) from 2021

Liabilities

Down

$2,090

Down $100 (-4.6%) from 2021

Revenue

Up

$69,426

Up $25,257 (+57%) from 2021

Expenses

Up

$65,020

Up $20,947 (+48%) from 2021

Net Income

Up

$4,406

Up $4,310 (+4490%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $71,901Liabilities 2011: $15,941Net Assets 2011: $55,9602011Assets 2012: $76,833Liabilities 2012: $13,260Net Assets 2012: $63,5732012Assets 2013: $65,260Liabilities 2013: $13,055Net Assets 2013: $52,2052013Assets 2014: $82,883Liabilities 2014: $15,010Net Assets 2014: $67,8732014Assets 2015: $77,598Liabilities 2015: $13,450Net Assets 2015: $64,1482015Assets 2016: $92,875Liabilities 2016: $23,706Net Assets 2016: $69,1692016Assets 2017: $72,343Liabilities 2017: $5,813Net Assets 2017: $66,5302017Assets 2018: $74,502Liabilities 2018: $13,347Net Assets 2018: $61,1552018Assets 2019: $73,460Liabilities 2019: $3,912Net Assets 2019: $69,5482019Assets 2020: $69,815Liabilities 2020: $2,417Net Assets 2020: $67,3982020Assets 2021: $69,684Liabilities 2021: $2,190Net Assets 2021: $67,4942021Assets 2022: $73,990Liabilities 2022: $2,090Net Assets 2022: $71,9002022Assets 2023: $62,235Liabilities 2023: $400Net Assets 2023: $61,8352023Assets 2024: $65,746Liabilities 2024: $2,000Net Assets 2024: $63,7462024

Highlighted filing

2022

Assets$73,990
Liabilities$2,090
Net Assets$71,900

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $111,604Expenses 2011: $114,590Net Income 2011: -$2,9862011Revenue 2012: $103,722Expenses 2012: $96,109Net Income 2012: $7,6132012Revenue 2013: $127,077Expenses 2013: $138,445Net Income 2013: -$11,3682013Revenue 2014: $118,214Expenses 2014: $103,671Net Income 2014: $14,5432014Revenue 2015: $178,529Expenses 2015: $182,254Net Income 2015: -$3,7252015Revenue 2016: $128,595Expenses 2016: $123,574Net Income 2016: $5,0212016Revenue 2017: $116,356Expenses 2017: $118,995Net Income 2017: -$2,6392017Revenue 2018: $97,508Expenses 2018: $102,883Net Income 2018: -$5,3752018Revenue 2019: $99,041Expenses 2019: $90,648Net Income 2019: $8,3932019Revenue 2020: $59,744Expenses 2020: $61,894Net Income 2020: -$2,1502020Revenue 2021: $44,169Expenses 2021: $44,073Net Income 2021: $962021Revenue 2022: $69,426Expenses 2022: $65,020Net Income 2022: $4,4062022Revenue 2023: $69,138Expenses 2023: $79,203Net Income 2023: -$10,0652023Revenue 2024: $78,776Expenses 2024: $76,865Net Income 2024: $1,9112024

Highlighted filing

2022

Revenue$69,426
Expenses$65,020
Net Income$4,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 13, 2022
Return Version
2021v4.1
Gross Receipts
$77,916
Mission and Program Overview

Mission

Promote goodwill and better friendships through our actions and the actions of our international affiliation.

Promote Goodwill, Community and better friendships through our actions and through the actions of our International Affiliation.

Program Services

DescriptionGrantsExpenses
Contributions to Various Community Programs including the Waukesha Historical Society, Local Scouting Program, Food Pantry, Community Dental client-$6,524
Provide Scholarships to students in local high schools-$5,500
Sponsorship of Advisors for the Rotary Club-a service club of High School Students that perform community services-$3,809
Provide Funding for the Rotary World Affairs Program-$2,740
Contributions to Rotary Int'l Foundation and Haiti Vision Fund which promotes world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty.-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy PfaffDirector-$0--
Michele SchmidtPresident-$0--
Richard PittelkowTreasurer-$0--
Matt JudsonDirector-$0--
Andy PotaleDirector-$0--
Matt WintersDirector-$0--
Pete BalzerDirector-$0--
Grant LemkeDirector-$0--
Bob MallowSecretary-$0--
Bill OttoDirector-$0--
Michele SchmidtDirector-$0--
Randy HelbachDirector-$0--
Sue SevernzDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Fundraising$13,671$13,671$1,085$12,586
Golf Outing$12,980$12,980-$12,980
Total Events$26,651$26,651$8,118$18,533
Filing and Contact Details

Filer

Filer Name
Lake Country Rotary-Hartland
EIN
39-1580955
Phone
2629931107
Address
PO Box 406, Hartland, WI 53029

Signing Officer

Name
Richard Pittelkow
Title
Treasurer
Signed
2022-11-13
Discuss with paid preparer
Yes

Preparer

Firm
EHO Management Solutions Inc
Address
861 Summer Creek Road, Oconomowoc, WI 53066
Preparer
Heidi Orsted
Phone
2629931107
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2715

Other Expenses.1012

Insurance $257

Other Expenses.1

Community Donations $20573

Other Expenses.2

Meeting Meals $13546

Other Expenses.3

Dues-Rotary Int'l $7814

Other Expenses.4

Changing of The Guard $2113

Other Expenses.5

Credit Card Processing $1131

Other Expenses.6

Club Service Expenses $953

Other Expenses.7

Membership Due-District 6270 $633

Other Expenses.8

Membership Expenses $403

Other Expenses.9

Chamber Dues $150

Other Expenses.10

Misc $38

Other Assets.1

AR-Members - Beginning $3104 AR-Members - Ending $2113

Other Assets.2

Prepaid Changing of Guard - Beginning $0 Prepaid Changing of Guard - Ending $2604

Total Liabilities.1

other payable - Beginning $531 other payable - Ending $377

Total Liabilities.2

meal accrual - Beginning $841 meal accrual - Ending $0

Total Liabilities.3

accounts payable - Beginning $818 accounts payable - Ending $1713

Raw XML Appendix209 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Donations $20573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Meals $13546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues-Rotary Int'l $7814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changing of The Guard $2113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit Card Processing $1131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Service Expenses $953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership Due-District 6270 $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Expenses $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Chamber Dues $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Misc $38
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ReturnHeader/ReturnTs02022-11-13T11:35:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pittelkow
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$0.66$0.02$0.64$0.79$0.77$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.69$0.79$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$0.69$0.65$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.67$0.44$0.44$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.67$0.60$0.62$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.70$0.99$0.91$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.13$0.61$0.98$1.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.06$0.67$1.16$1.19$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.24$0.69$1.29$1.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.13$0.64$1.79$1.82$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.15$0.68$1.18$1.04$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.13$0.52$1.27$1.38$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.13$0.64$1.04$0.96$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.16$0.56$1.12$1.15$0.03