Civic Intelligence

Tomah Rotary Foundation

990EZ • Fiscal year 2022 • EIN 39-1588899

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

435 Julie Street PO Box 547Tomah, WI 54660

(608) 372-2177

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.6%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

31%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$360,053

Down $34,057 (-8.6%) from 2021

Net Assets

Down

$360,053

Down $34,057 (-8.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$37,733

Up $8,943 (+31%) from 2021

Expenses

Up

$36,354

Up $21,803 (+150%) from 2021

Net Income

Down

$1,379

Down $12,860 (-90%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$360,053
Liabilities$0
Net Assets$360,053

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$37,733
Expenses$36,354
Net Income$1,379
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$37,733
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$24,715
SCHOLARSHIPS$9,000$9,000
TREE PROJECT$0$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB REIDPresident-$0--
LINDA JOHNSONVice President-$0--
ROBERT BOLLIGSecretary-Treasurer-$0--
CARL KISELYDirector-$0--
PETE REICHARDTDirector-$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
2023-05-09
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: 17,368.

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

Activity classification: scholarships. Grantee name: various. Amount given: 9,000.

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

Description: annual fees. Amount: 64. Description: projects. Amount: 25,715. Total to form 990-ez, line 16: 25,779.

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

Description: unrealized gain on investment. Amount: -35,436.

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

Description: securities. Beg. Of year amount: 363,856. End of year amount: 326,377.

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT BOLLIG
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/BOYAmt030254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033676
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt020365
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01379
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01575
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0394110
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0360053
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossReceiptsAmt037733
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt017368
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0394110
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0360053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0394110
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0360053
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEB REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BOLLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARL KISELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETE REICHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0363856
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0326377
IRS990EZ/OtherChangesInNetAssetsAmt0-35436
IRS990EZ/OtherExpensesTotalAmt025779
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSISTANCE TO YOUTH EXCHANGE PROGRAM AND SUPPORT COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WINNEBAGO PARK PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TREE PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124715
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036354
IRS990EZ/TotalProgramServiceExpensesAmt034715
IRS990EZ/TotalRevenueAmt037733
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014891
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012551
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074716
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66310
IRS990ScheduleA/PublicSupportPY170Pct00.74130
IRS990ScheduleA/PublicSupportTotal170Amt0147028
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046375
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0147028
IRS990ScheduleA/TotalSupportAmt0221744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 17,368.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ANNUAL FEES. AMOUNT: 64. DESCRIPTION: PROJECTS. AMOUNT: 25,715. TOTAL TO FORM 990-EZ, LINE 16: 25,779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: -35,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 363,856. END OF YEAR AMOUNT: 326,377.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BOLLIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083722177
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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/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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LUECK
ReturnHeader/ReturnTs02023-05-10T09:28:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOLLIG
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings