Civic Intelligence

Rotary Club of New Richmond

990EZ • Fiscal year 2023 • EIN 39-1594112

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization ProfileN/A
PO Box 54New Richmond, WI 54017

(715) 246-6976

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$59,927

Down $5,823 (-8.9%) from 2022

Net Assets

Down

$59,927

Down $5,823 (-8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

Up

$33,198

Up $6,092 (+22%) from 2022

Expenses

Up

$39,021

Up $16,027 (+70%) from 2022

Net Income

Down

-$5,823

Down $9,935 (-242%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2011: $68,164Liabilities 2011: $02011Assets 2012: $67,942Liabilities 2012: $02012Assets 2013: $66,423Liabilities 2013: $02013Assets 2014: $68,247Liabilities 2014: $02014Assets 2015: $65,590Liabilities 2015: $02015Assets 2016: $70,710Liabilities 2016: $02016Assets 2017: $75,878Liabilities 2017: $02017Assets 2018: $77,469Liabilities 2018: $02018Assets 2019: $74,504Liabilities 2019: $0Net Assets 2019: $74,5042019Assets 2021: $61,638Liabilities 2021: $0Net Assets 2021: $61,6382021Assets 2022: $65,750Liabilities 2022: $0Net Assets 2022: $65,7502022Assets 2023: $59,927Liabilities 2023: $0Net Assets 2023: $59,9272023Assets 2024: $59,625Liabilities 2024: $0Net Assets 2024: $59,6252024Assets 2025: $66,359Net Assets 2025: $66,3592025

Highlighted filing

2023

Assets$59,927
Liabilities$0
Net Assets$59,927
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,569Expenses 2011: $32,943Net Income 2011: $7,6262011Revenue 2012: $42,408Expenses 2012: $42,630Net Income 2012: -$2222012Revenue 2013: $36,929Expenses 2013: $38,448Net Income 2013: -$1,5192013Revenue 2014: $37,456Expenses 2014: $35,632Net Income 2014: $1,8242014Revenue 2015: $24,989Expenses 2015: $27,646Net Income 2015: -$2,6572015Revenue 2016: $50,219Expenses 2016: $45,099Net Income 2016: $5,1202016Revenue 2017: $51,865Expenses 2017: $46,697Net Income 2017: $5,1682017Revenue 2018: $45,846Expenses 2018: $44,255Net Income 2018: $1,5912018Revenue 2019: $31,143Expenses 2019: $34,108Net Income 2019: -$2,9652019Revenue 2021: $22,413Expenses 2021: $20,182Net Income 2021: $2,2312021Revenue 2022: $27,106Expenses 2022: $22,994Net Income 2022: $4,1122022Revenue 2023: $33,198Expenses 2023: $39,021Net Income 2023: -$5,8232023Revenue 2024: $27,413Expenses 2024: $27,715Net Income 2024: -$3022024Revenue 2025: $28,989Expenses 2025: $22,255Net Income 2025: $6,7342025

Highlighted filing

2023

Revenue$33,198
Expenses$39,021
Net Income-$5,823
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$44,894
Mission and Program Overview

Mission

To provide services to others, promote integrity, and advance world understanding, goodwill, and peace through fellowshiop of business, professional and community leaders.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.-$7,722
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE KVITEKDirector-$0--
AMY LUNDExecutive SePT$0--
DAN HEFFRONInternationa-$0--
JESSICA KEOPPLETreasurer-$0--
ALAN KIECKERPresident-$0--
STEPHANIE SCHLEICHERCommunity Ch-$0--
JO WRICHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scary Park$20,977$20,977$10,146$10,831
Total Events$20,977$20,977$10,146$10,831
Filing and Contact Details

Filer

Filer Name
Rotary Club of New Richmond
EIN
39-1594112
Phone
7152466976
Address
PO BOX 54, NEW RICHMOND, WI 54017

Signing Officer

Name
Jessica Keopple
Title
Treasurer
Phone
7152466976
Signed
2023-11-13

Preparer

Firm
Guinn Vinopal & Zahradka Llp
Address
110 E 3RD ST, NEW RICHMOND, WI 54017-1808
Preparer
Jessica Keopple
Phone
7152466976
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“T-shirt sales 140 miscellaneous income 100 total 240”

Form 990-ez, Part I, Line 16

“Expenses advertising 506 office expense 74 annual meeting/holiday party 1,385 dues 4,197 meals 7,256 website 482 badges / engravings 387 donations 12,380 essay contest 725 po box rent 136 strive scholarships 1,550 international service 4,167 vocational service 1,280 gifts 96 total 34,621”

Form 990-ez, Part III

“To provide services to others, promote integrity, and advance world understanding, goodwill, and peace through fellowshiop of business, professional and community leaders.”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA KEOPPLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07152466976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 E THIRD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065750
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0311
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5823
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065750
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059927
IRS990EZ/FundraisingGrossIncomeAmt024877
IRS990EZ/GrossReceiptsAmt044894
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019438
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065750
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065750
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSE KVITEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN HEFFRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA KEOPPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAN KIECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE SCHLEICHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JO WRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERNATIONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNITY CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034621
IRS990EZ/OtherRevenueTotalAmt0240
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07722
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011696
IRS990EZ/SpecialEventsNetIncomeLossAmt013181
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039021
IRS990EZ/TotalProgramServiceExpensesAmt07722
IRS990EZ/TotalRevenueAmt033198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0CIVIC CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCARY PARK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020977
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010831
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0T-SHIRT SALES 140 MISCELLANEOUS INCOME 100 TOTAL 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 506 OFFICE EXPENSE 74 ANNUAL MEETING/HOLIDAY PARTY 1,385 DUES 4,197 MEALS 7,256 WEBSITE 482 BADGES / ENGRAVINGS 387 DONATIONS 12,380 ESSAY CONTEST 725 PO BOX RENT 136 STRIVE SCHOLARSHIPS 1,550 INTERNATIONAL SERVICE 4,167 VOCATIONAL SERVICE 1,280 GIFTS 96 TOTAL 34,621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SERVICES TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH FELLOWSHIOP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA KEOPPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07152466976
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEW RICHMOND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391594112
ReturnHeader/Filer/PhoneNum07152466976
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 54
ReturnHeader/Filer/USAddress/CityNm0NEW RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391825995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUINN VINOPAL & ZAHRADKA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 E 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0540171808
ReturnHeader/PreparerPersonGrp/PhoneNum07152466976
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA KEOPPLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T09:41:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEOPPLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,927
Liabilities
$0
Net assets
$59,927
Revenue
$33,198
Expenses
$39,021
Net income
-$5,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$66.4$29.0$22.3$6.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$27.4$27.7$0.30
2023Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$33.2$39.0$5.82
2022Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$27.1$23.0$4.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$0.00$61.6$22.4$20.2$2.23
2019Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$31.1$34.1$2.97
2018Summary only. Only limited summary data is available for this year.$77.5$0.00$45.8$44.3$1.59
2017Summary only. Only limited summary data is available for this year.$75.9$0.00$51.9$46.7$5.17
2016Summary only. Only limited summary data is available for this year.$70.7$0.00$50.2$45.1$5.12
2015Summary only. Only limited summary data is available for this year.$65.6$0.00$25.0$27.6$2.66
2014Summary only. Only limited summary data is available for this year.$68.2$0.00$37.5$35.6$1.82
2013Summary only. Only limited summary data is available for this year.$66.4$0.00$36.9$38.4$1.52
2012Summary only. Only limited summary data is available for this year.$67.9$0.00$42.4$42.6$0.22
2011Summary only. Only limited summary data is available for this year.$68.2$0.00$40.6$32.9$7.63