Civic Intelligence

Tomah Rotary Foundation Inc

EIN 39-1588899 • 501(c)3 • Tomah, WI

Profile

Provide assistance to youth exchnage program and support community projects.

435 Julie Street PO Box 547Tomah, WI 54660

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-59%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.6%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-68%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$371,692

Up $19,695 (+5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$371,692

Up $19,695 (+5.6%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Down

$13,488

Down $28,511 (-68%) from 2023

Expenses

Down

$21,478

Down $34,297 (-61%) from 2023

Net Income

Up

-$7,990

Up $5,786 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2016: $258,433Liabilities 2016: $0Net Assets 2016: $258,4332016Assets 2017: $289,921Liabilities 2017: $0Net Assets 2017: $289,9212017Assets 2018: $338,873Liabilities 2018: $0Net Assets 2018: $338,8732018Assets 2019: $329,292Liabilities 2019: $0Net Assets 2019: $329,2922019Assets 2020: $320,176Liabilities 2020: $0Net Assets 2020: $320,1762020Assets 2021: $394,110Liabilities 2021: $0Net Assets 2021: $394,1102021Assets 2022: $360,053Liabilities 2022: $0Net Assets 2022: $360,0532022Assets 2023: $351,997Liabilities 2023: $0Net Assets 2023: $351,9972023Assets 2024: $371,692Liabilities 2024: $0Net Assets 2024: $371,6922024

Highlighted filing

2024

Assets$371,692
Liabilities$0
Net Assets$371,692
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $79,817Expenses 2016: $76,814Net Income 2016: $3,0032016Revenue 2017: $70,854Expenses 2017: $66,977Net Income 2017: $3,8772017Revenue 2018: $58,926Expenses 2018: $15,726Net Income 2018: $43,2002018Revenue 2019: $65,936Expenses 2019: $77,429Net Income 2019: -$11,4932019Revenue 2020: $30,359Expenses 2020: $25,356Net Income 2020: $5,0032020Revenue 2021: $28,790Expenses 2021: $14,551Net Income 2021: $14,2392021Revenue 2022: $37,733Expenses 2022: $36,354Net Income 2022: $1,3792022Revenue 2023: $41,999Expenses 2023: $55,775Net Income 2023: -$13,7762023Revenue 2024: $13,488Expenses 2024: $21,478Net Income 2024: -$7,9902024

Highlighted filing

2024

Revenue$13,488
Expenses$21,478
Net Income-$7,990
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,692
Liabilities
$0
Net assets
$371,692
Revenue
$13,488
Expenses
$21,478
Net income
-$7,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.13$0.21$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.42$0.56$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.38$0.36$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.29$0.15$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.30$0.25$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.66$0.77$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.59$0.16$0.43
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.71$0.67$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.80$0.77$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$13,488
Mission and Program Overview

Mission

Provide assistance to youth exchange program and support community projects.

Program Services

DescriptionGrantsExpenses
WINNEBAGO PARK PROJECT$0$10,907
SCHOLARSHIPS$8,500$8,500
SCHOOL LUNCH FUND$0$1,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB REIDPresident-$0--
LINDA JOHNSONVice President-$0--
ROBERT BOLLIGSecretary-Treasurer-$0--
MIKE HANSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tomah Rotary Foundation Inc
EIN
39-1588899
Phone
6083722177
Address
435 JULIE STREET PO BOX 547, TOMAH, WI 54660

Signing Officer

Name
Robert Bollig
Title
Director
Phone
6083722177
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET PO BOX 547, TOMAH, WI 54660
Preparer
Daniel Lueck
Phone
6083722177
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 11,038.”

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

“Activity classification: scholarships. Grantee name: various. Amount given: 8,500.”

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

“Description: annual fees. Amount: 79. Description: projects. Amount: 11,907. Total to form 990-ez, line 16: 11,986.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on investment. Amount: 27,685.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: securities. Beg. Of year amount: 332,097. End of year amount: 353,999.”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06083722177
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOMAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019900
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017693
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02450
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7990
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08500
IRS990EZ/GrossReceiptsAmt013488
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt011038
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0371692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0351997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0371692
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEB REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BOLLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0332097
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0353999
IRS990EZ/OtherChangesInNetAssetsAmt027685
IRS990EZ/OtherExpensesTotalAmt011986
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSISTANCE TO YOUTH EXCHANGE PROGRAM AND SUPPORT COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WINNEBAGO PARK PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL LUNCH FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021478
IRS990EZ/TotalProgramServiceExpensesAmt020407
IRS990EZ/TotalRevenueAmt013488
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011038
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070396
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53800
IRS990ScheduleA/PublicSupportPY170Pct00.63110
IRS990ScheduleA/PublicSupportTotal170Amt081973
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02450
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015468
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081973
IRS990ScheduleA/TotalSupportAmt0152369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 11,038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 8,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ANNUAL FEES. AMOUNT: 79. DESCRIPTION: PROJECTS. AMOUNT: 11,907. TOTAL TO FORM 990-EZ, LINE 16: 11,986.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS ON INVESTMENT. AMOUNT: 27,685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 332,097. END OF YEAR AMOUNT: 353,999.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BOLLIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083722177
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOMAH ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0391588899
ReturnHeader/Filer/PhoneNum06083722177
ReturnHeader/Filer/USAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
ReturnHeader/Filer/USAddress/CityNm0TOMAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054660
ReturnHeader/PreparerPersonGrp/PhoneNum06083722177
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LUECK
ReturnHeader/ReturnTs02025-05-14T12:04:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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