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

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd 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

81st percentile

$0

Higher top officer pay than 81% 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

13th percentile

-68%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th 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 / Revenue62nd 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 Growth13th 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 exchnage program and support community projects.

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 Pay81st 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/USAddress/CityNm0TOMAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEB REID
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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
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IRS990EZ/OtherChangesInNetAssetsAmt027685
IRS990EZ/OtherExpensesTotalAmt011986
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSISTANCE TO YOUTH EXCHANGE PROGRAM AND SUPPORT COMMUNITY PROJECTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL LUNCH FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalRevenueAmt013488
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028600
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081973
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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.
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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
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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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits