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 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
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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
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossReceiptsAmt037733
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0360053
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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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
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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
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147028
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012551
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074716
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66310
IRS990ScheduleA/PublicSupportPY170Pct00.74130
IRS990ScheduleA/PublicSupportTotal170Amt0147028
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020365
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049730
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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

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Filings