Civic Intelligence

Tomah Rotary Foundation

990EZ • Fiscal year 2016 • EIN 39-1588899

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profile N/A

435 Julie Street PO Box 547Tomah, WI 54660

Siviq Scores

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

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

No value available

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

Source year 2016

No value available

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

Source year 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

$258,433

No earlier filing loaded for comparison.

Net Assets

$258,433

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin52nd percentile

Revenue

$79,817

No earlier filing loaded for comparison.

Expenses

$76,814

No earlier filing loaded for comparison.

Net Income

$3,003

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.

Highlighted filing

2016

Assets$258,433

Liabilities$0

Net Assets$258,433

Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2016

Revenue$79,817

Expenses$76,814

Net Income$3,003

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Feb 14, 2017
Return Version: 2015v3.0
Gross Receipts: $79,817

Mission and Program Overview

Mission

Provide assistance to youth exchange program and support community projects.

Provide assistance to youth exchnage program and support community projects.

Program Services

Description	Grants	Expenses
UGANDA PROJECT	$0	$67,184
SCHOLARSHIPS	$0	$7,000

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RON KEENE	President	-	$0	-	-
LINDA JOHNSON	Vice President	-	$0	-	-
FRANK BEST	Secretary-Treasurer	-	$0	-	-
MARY JO HILL	Director	-	$0	-	-
ROBERT BOLLIG	Director	-	$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: 2017-02-14
Discuss with paid preparer: Yes

Preparer

Firm: Cliftonlarsonallen Llp
Address: 435 JULIE STREET, TOMAH, WI 54660
Preparer: Terrie Gaarder CPA
Phone: 6083722177

Supplemental Narrative

Additional Explanations

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

“Description: interest . Amount: 11,705.”

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

“Activity classification: uganda projects. Grantee name: various. Amount given: 67,184.”

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

“Activity classification: scholarships. Grantee name: various. Amount given: 7,000. Total included on form 990-ez, line 10: 74,184.”

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

“Description: annual fees . Amount: 10. Description: bank fees . Amount: 20. Total to form 990-ez, line 16: 30.”

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

“Description: beginning net asset balance . Amount: 261,840. Description: unrealized loss on investment . Amount: -6,410. Total to form 990-ez, line 20: 255,430.”

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

“Description: securities. Beg. Of year amount: 0. End of year amount: 237,815.”

Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	ROBERT BOLLIG
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6083722177
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	435 JULIE STREET PO BOX 547
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	TOMAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	54660
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	20618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	68112
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	3003
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	2600
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	0
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	258433
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	74184
IRS990EZ/GrossReceiptsAmt	0	79817
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	11705
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	0
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	258433
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	0
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	258433
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	RON KEENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	FRANK BEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MARY JO HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	ROBERT BOLLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	237815
IRS990EZ/OtherChangesInNetAssetsAmt	0	255430
IRS990EZ/OtherExpensesTotalAmt	0	30
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE ASSISTANCE TO YOUTH EXCHNAGE PROGRAM AND SUPPORT COMMUNITY PROJECTS.
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	UGANDA PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	67184
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	7000
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	WI
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	76814
IRS990EZ/TotalProgramServiceExpensesAmt	0	74184
IRS990EZ/TotalRevenueAmt	0	79817
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	64827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	49588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	114415
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	7970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	3438
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	11408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	7970
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	3438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	11408
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.09070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.90930
IRS990ScheduleA/PublicSupportTotal509Amt	0	114415
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	64827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	49588
IRS990ScheduleA/Total509Grp/TotalAmt	0	114415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	72797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	53026
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	125823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST . AMOUNT: 11,705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: UGANDA PROJECTS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 67,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 7,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 74,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: ANNUAL FEES . AMOUNT: 10. DESCRIPTION: BANK FEES . AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: BEGINNING NET ASSET BALANCE . AMOUNT: 261,840. DESCRIPTION: UNREALIZED LOSS ON INVESTMENT . AMOUNT: -6,410. TOTAL TO FORM 990-EZ, LINE 20: 255,430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 237,815.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT BOLLIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6083722177
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TOMAH ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	TOMA
ReturnHeader/Filer/EIN	0	391588899
ReturnHeader/Filer/PhoneNum	0	6083722177
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	435 JULIE STREET PO BOX 547
ReturnHeader/Filer/USAddress/CityNm	0	TOMAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	54660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	435 JULIE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TOMAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	54660
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6083722177
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TERRIE GAARDER CPA
ReturnHeader/ReturnTs	0	2017-02-15T14:24:53-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Assets: $258,433
Liabilities: $0
Net assets: $258,433
Revenue: $79,817
Expenses: $76,814
Net income: $3,003

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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