Civic Intelligence

Fond Du Lac Morning Rotary Club

EIN 39-1681044 • 501(c)4 • Fond Du Lac, WI

Profile

Provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

PO Box 1356Fond Du Lac, WI 54936-1356

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

8.5%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,470

Up $12,970 (+27%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$60,470

Up $12,970 (+27%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$101,667

Up $7,942 (+8.5%) from 2023

Expenses

Down

$88,697

Down $39,280 (-31%) from 2023

Net Income

Up

$12,970

Up $47,222 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $97,255Net Assets 2010: $97,2552010Assets 2011: $70,497Net Assets 2011: $70,4972011Assets 2012: $65,360Net Assets 2012: $65,3602012Assets 2013: $72,280Liabilities 2013: $0Net Assets 2013: $72,2802013Assets 2014: $69,341Liabilities 2014: $0Net Assets 2014: $69,3412014Assets 2015: $60,703Liabilities 2015: $0Net Assets 2015: $60,7032015Assets 2016: $57,239Liabilities 2016: $0Net Assets 2016: $57,2392016Assets 2017: $86,005Liabilities 2017: $0Net Assets 2017: $86,0052017Assets 2018: $103,641Liabilities 2018: $0Net Assets 2018: $103,6412018Assets 2019: $113,342Liabilities 2019: $0Net Assets 2019: $113,3422019Assets 2020: $82,532Liabilities 2020: $0Net Assets 2020: $82,5322020Assets 2021: $101,110Liabilities 2021: $0Net Assets 2021: $101,1102021Assets 2022: $81,752Liabilities 2022: $0Net Assets 2022: $81,7522022Assets 2023: $47,500Liabilities 2023: $0Net Assets 2023: $47,5002023Assets 2024: $60,470Net Assets 2024: $60,4702024

Highlighted filing

2024

Assets$60,470
Liabilities-
Net Assets$60,470
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $94,734Expenses 2010: $73,370Net Income 2010: $21,3642010Revenue 2011: $58,589Expenses 2011: $85,347Net Income 2011: -$26,7582011Revenue 2012: $80,124Expenses 2012: $85,261Net Income 2012: -$5,1372012Revenue 2013: $84,239Expenses 2013: $77,414Net Income 2013: $6,8252013Revenue 2014: $66,486Expenses 2014: $69,425Net Income 2014: -$2,9392014Revenue 2015: $92,574Expenses 2015: $101,212Net Income 2015: -$8,6382015Revenue 2016: $82,495Expenses 2016: $85,959Net Income 2016: -$3,4642016Revenue 2017: $128,651Expenses 2017: $99,885Net Income 2017: $28,7662017Revenue 2018: $126,912Expenses 2018: $109,275Net Income 2018: $17,6372018Revenue 2019: $127,023Expenses 2019: $117,322Net Income 2019: $9,7012019Revenue 2020: $79,043Expenses 2020: $109,853Net Income 2020: -$30,8102020Revenue 2021: $89,472Expenses 2021: $70,894Net Income 2021: $18,5782021Revenue 2022: $107,928Expenses 2022: $127,286Net Income 2022: -$19,3582022Revenue 2023: $93,725Expenses 2023: $127,977Net Income 2023: -$34,2522023Revenue 2024: $101,667Expenses 2024: $88,697Net Income 2024: $12,9702024

Highlighted filing

2024

Revenue$101,667
Expenses$88,697
Net Income$12,970
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,470
Liabilities
-
Net assets
$60,470
Revenue
$101,667
Expenses
$88,697
Net income
$12,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.02$0.89$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.94$1.28$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.08$1.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.89$0.71$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.79$1.10$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.27$1.17$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.27$1.09$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.29$1.00$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.82$0.86$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.93$1.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.66$0.69$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.84$0.77$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$0.80$0.85$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.59$0.85$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$0.95$0.73$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$157,066
Mission and Program Overview

Mission

Provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAMS CONSISTENT WITH EXEMPT PURPOSE INCLUDING POLIO PLUS, ROTARY FOUNDATION, AND DISTRICT.$14,556$41,763
SUPPORT ELEMENTARY SCHOOL RECREATIONAL & EDUCATION ACTIVITIES.$34,628$34,628
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE COMMUNITY$6,850$6,850
PROVIDE SCHOLARSHIPS TO DESERVING AREA STUDENTS TO ADVANCE THEIR EDUCATION.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM WHITEPresident-$0--
BRIAN JONESPast Preside-$0--
MIKE RETTLESecretary-$0--
CHRISTINE SCHIEKPresident El-$0--
MARK DANIELSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walleye Weekend$81,308$81,308$6,000$75,308
Wine Around the$25,863$25,863$377$25,486
Total Events$107,171$107,171$55,399$51,772
Filing and Contact Details

Filer

Filer Name
Fond Du Lac Morning Rotary Club
EIN
39-1681044
Phone
9202517055
Address
PO BOX 1356, FOND DU LAC, WI 54936-1356

Signing Officer

Name
Mark Daniels
Title
Treasurer
Phone
9202517055
Signed
2025-05-08

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935
Preparer
Suzann Oppermann-slattery
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 6,850 cash contribution: 34,628”

Form 990-ez, Part I, Line 10

“Name: rotary district 6270 address: p.o. Box 485 delevan, wi 53115 cash contribution: 12,036”

Form 990-ez, Part I, Line 16

“Expenses meals for meetings 22,277 social 2,088 club badges and banners 50 conferences 340 website and technology 2,093 po box 364 misc 1,974 world affairs seminar 2,140 awards 545 satellite club 157 total 32,028”

Form 990-ez, Part III

“Provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.”

Form 990-ez, Part III, Line 31

“Other programs consistent with exempt purpose including polio plus, rotary foundation, and district.”

Raw XML Appendix139 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/PersonNm0MARK DANIELS
IRS990EZ/BooksInCareOfDetail/PhoneNum09202517055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1356
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0549361356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047500
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IRS990EZ/ExcessOrDeficitForYearAmt012970
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0107171
IRS990EZ/GamingGrossIncomeAmt0374
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056034
IRS990EZ/GrossReceiptsAmt0157066
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040721
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047500
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060470
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE RETTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE SCHIEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032028
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT ELEMENTARY SCHOOL RECREATIONAL & EDUCATION ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SCHOLARSHIPS TO DESERVING AREA STUDENTS TO ADVANCE THEIR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS CONSISTENT WITH EXEMPT PURPOSE INCLUDING POLIO PLUS, ROTARY FOUNDATION, AND DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06850
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt134628
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt214556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134628
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt241763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt055399
IRS990EZ/SpecialEventsNetIncomeLossAmt052146
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088697
IRS990EZ/TotalProgramServiceExpensesAmt083241
IRS990EZ/TotalRevenueAmt0101667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055399
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALLEYE WEEKEND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE AROUND THE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt040400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt07542
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt047942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107171
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051772
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0377
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01080
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 6,850 CASH CONTRIBUTION: 34,628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROTARY DISTRICT 6270 ADDRESS: P.O. BOX 485 DELEVAN, WI 53115 CASH CONTRIBUTION: 12,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MEALS FOR MEETINGS 22,277 SOCIAL 2,088 CLUB BADGES AND BANNERS 50 CONFERENCES 340 WEBSITE AND TECHNOLOGY 2,093 PO BOX 364 MISC 1,974 WORLD AFFAIRS SEMINAR 2,140 AWARDS 545 SATELLITE CLUB 157 TOTAL 32,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROGRAMS CONSISTENT WITH EXEMPT PURPOSE INCLUDING POLIO PLUS, ROTARY FOUNDATION, AND DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09202517055
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
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ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0391681044
ReturnHeader/Filer/PhoneNum09202517055
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ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054935
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANN OPPERMANN-SLATTERY
ReturnHeader/ReturnTs02025-05-14T10:32:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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