Civic Intelligence

Fond Du Lac Morning Rotary Club

990EZ • Fiscal year 2016 • EIN 39-1681044

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileN/A
PO Box 1356Fond Du Lac, WI 54936-1356

(920) 921-6440

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-4.2%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-5.7%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-11%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$57,239

Down $3,464 (-5.7%) from 2015

Net Assets

Down

$57,239

Down $3,464 (-5.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

Down

$82,495

Down $10,079 (-11%) from 2015

Expenses

Down

$85,959

Down $15,253 (-15%) from 2015

Net Income

Up

-$3,464

Up $5,174 (+60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2016

Assets$57,239
Liabilities$0
Net Assets$57,239
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$82,495
Expenses$85,959
Net Income-$3,464
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$140,375
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, DISTRICT$17,843$62,770
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE COMMUNITY$12,230$12,230
SUPPORT ELEMENTARY SCHOOL RECREATIONAL & EDUCATION ACTIVITIES.$6,959$6,959
PROVIDE SCHOLARSHIPS TO DESERVING AREA STUDENTS TO ADVANCE THEIR EDUCATION.$4,000$4,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM MEIKLEJOHNPast Preside-$0--
CATHY CHRISTENSENPresident El-$0--
MARY JO KEATINGPresident-$0--
BOB GALASKASecretary-$0--
BRENDAN STORMOTreasurer Ex-$0--
DONALD MILLAGETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Around the$43,348$43,348$2,055$41,293
Walleye Weekend$38,360$38,360-$38,360
Total Events$81,708$81,708$57,880$23,828
Filing and Contact Details

Filer

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

Signing Officer

Name
Donald Millage
Title
Treasurer
Signed
2016-11-11

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Ann B Freund CPA
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“None books 6,959 0 0 12,230 0 0”

Form 990-ez, Part I, Line 10

“Rotary international 14255 collections center dr. Chicago, il 60693 6,217 0 0”

Form 990-ez, Part I, Line 16

“Expenses meals for meetings 32,551 social 3,966 club badges and banners 431 conferences 3,739 world affairs seminar 1,940 miscellaneous 392 website and software 830 recruitment 618 total 44,467”

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, district”

Raw XML Appendix144 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/PersonNm0DON MILLAGE
IRS990EZ/BooksInCareOfDetail/PhoneNum09209216440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1356
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0549361356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057239
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05149
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3464
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057239
IRS990EZ/FundraisingGrossIncomeAmt081708
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041032
IRS990EZ/GrossReceiptsAmt0140375
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051781
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM MEIKLEJOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY JO KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB GALASKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDAN STORMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONALD MILLAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER EX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044467
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt01721
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, DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012230
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16959
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt317843
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012230
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16959
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt362770
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt057880
IRS990EZ/SpecialEventsNetIncomeLossAmt023828
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085959
IRS990EZ/TotalProgramServiceExpensesAmt085959
IRS990EZ/TotalRevenueAmt082495
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02710
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02710
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057880
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE AROUND THE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALLEYE WEEKEND
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014455
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt028818
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt043273
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081708
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023828
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02055
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09842
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE BOOKS 6,959 0 0 12,230 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL 14255 COLLECTIONS CENTER DR. CHICAGO, IL 60693 6,217 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MEALS FOR MEETINGS 32,551 SOCIAL 3,966 CLUB BADGES AND BANNERS 431 CONFERENCES 3,739 WORLD AFFAIRS SEMINAR 1,940 MISCELLANEOUS 392 WEBSITE AND SOFTWARE 830 RECRUITMENT 618 TOTAL 44,467
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, 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MILLAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC MORNING ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0391681044
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1356
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549361356
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 S MARR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549354434
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN B FREUND CPA
ReturnHeader/ReturnTs02016-11-14T09:54:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.

Open filing
Assets
$57,239
Liabilities
$0
Net assets
$57,239
Revenue
$82,495
Expenses
$85,959
Net income
-$3,464
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