Civic Intelligence

Tomah Rotary Foundation

990EZ • Fiscal year 2018 • EIN 39-1588899

Jul 01, 2017 to Jun 30, 2018 • Filed on Jun 03, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$338,873

Up $48,952 (+17%) from 2017

Net Assets

Up

$338,873

Up $48,952 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$58,926

Down $11,928 (-17%) from 2017

Expenses

Down

$15,726

Down $51,251 (-77%) from 2017

Net Income

Up

$43,200

Up $39,323 (+1014%) from 2017

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

2018

Assets$338,873
Liabilities$0
Net Assets$338,873

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

2018

Revenue$58,926
Expenses$15,726
Net Income$43,200
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jun 3, 2019
Return Version
2017v2.3
Gross Receipts
$58,926
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

DescriptionGrantsExpenses
UGANDA PROJECT$8,147$0
SCHOLARSHIPS$6,500$0
FREEDOM FLIGHT$1,044$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK BESTPresident-$0--
ROBERT BOLLIGSecretary-Treasurer-$0--
LINDA JOHNSONDirector-$0--
DEB REIDRotary Club President-$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
2019-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET PO BOX 547, TOMAH, WI 54660
Preparer
Terrie Gaarder CPA
Phone
6083722177
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest . Amount: 12,551.

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

Activity classification: uganda projects. Grantee name: various. Amount given: 8,147.

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

Activity classification: scholarships. Grantee name: various. Amount given: 6,500.

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

Activity classification: freedom flight. Grantee name: various. Amount given: 1,044. Total included on form 990-ez, line 10: 15,691.

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

Description: annual fees . Amount: 35.

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

Description: unrealized gain on investment . Amount: 5,752.

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

Description: securities . Beg. Of year amount: 272,068. End of year amount: 288,150.

Raw XML Appendix183 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
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015691
IRS990EZ/GrossReceiptsAmt058926
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289921
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0338873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289921
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0338873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK BEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT BOLLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEB REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ROTARY CLUB PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0272068
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0288150
IRS990EZ/OtherChangesInNetAssetsAmt05752
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/OtherRevenueTotalAmt012551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSISTANCE TO YOUTH EXCHNAGE PROGRAM AND SUPPORT COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UGANDA PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FREEDOM FLIGHT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08147
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21044
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt015726
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt058926
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012551
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08583
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03438
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012551
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032542
IRS990ScheduleA/InvestmentIncomeCYPct00.12730
IRS990ScheduleA/InvestmentIncomePYPct00.09070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87270
IRS990ScheduleA/PublicSupportPY509Pct00.90930
IRS990ScheduleA/PublicSupportTotal509Amt0223061
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049588
IRS990ScheduleA/Total509Grp/TotalAmt0223061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053026
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST . AMOUNT: 12,551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: UGANDA PROJECTS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 8,147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 6,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: FREEDOM FLIGHT. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 1,044. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ANNUAL FEES . AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN ON INVESTMENT . AMOUNT: 5,752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: SECURITIES . BEG. OF YEAR AMOUNT: 272,068. END OF YEAR AMOUNT: 288,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BOLLIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06083722177
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0625448C0F55D99FA31EEB930CD4AF0F24507C48B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0419EF26A30A1B7F27F98F87889724D8D0CB98C5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-06-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:40:38
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/PreparationDt02019-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRIE GAARDER CPA
ReturnHeader/ReturnTs02019-06-04T14:22:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings