Civic Intelligence

Fond Du Lac Morning Rotary Club

990EZ • Fiscal year 2017 • EIN 39-1681044

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

50%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

56%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$86,005

Up $28,766 (+50%) from 2016

Net Assets

Up

$86,005

Up $28,766 (+50%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$128,651

Up $46,156 (+56%) from 2016

Expenses

Up

$99,885

Up $13,926 (+16%) from 2016

Net Income

Up

$28,766

Up $32,230 (+930%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$86,005
Liabilities$0
Net Assets$86,005

Operations Trend

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

2017

Revenue$128,651
Expenses$99,885
Net Income$28,766
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$187,691
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$20,325$72,960
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE COMMUNITY$13,024$13,024
SUPPORT ELEMENTARY SCHOOL RECREATIONAL & EDUCATION ACTIVITIES.$11,901$11,901
PROVIDE SCHOLARSHIPS TO DESERVING AREA STUDENTS TO ADVANCE THEIR EDUCATION.$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY CHRISTENSENPresident-$0--
MARY JO KEATINGPast Preside-$0--
ERIN LUNDSecretary-$0--
BRENDAN STORMOPresident El-$0--
DONALD MILLAGETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walleye Weekend$66,133$66,133$2,401$63,732
Wine Around the$54,230$54,230$3,192$51,038
Total Events$120,363$120,363$59,040$61,323
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
2017-10-31

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

MISC 225 TOTAL 225

Form 990-ez, Part I, Line 10

None 11,901 0 0 13,024 0 0 8,184 0 0

Form 990-ez, Part I, Line 10

Rotary international 14255 collections center dr. Chicago, il 60693 6,367 0 0

Form 990-ez, Part I, Line 16

Expenses meals for meetings 38,260 social 1,881 club badges and banners 461 conferences 1,197 world affairs seminar 1,805 miscellaneous 106 website and software 835 recruitment 654 bank fees 848 meeting equipment 950 public relations 1,690 po box 208 supplies 3,360 total 52,255

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 Appendix146 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/BOYAmt057239
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03615
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028766
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057239
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086005
IRS990EZ/FundraisingGrossIncomeAmt0122666
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047250
IRS990EZ/GrossReceiptsAmt0187691
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058172
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057239
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057239
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JO KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDAN STORMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD MILLAGE
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/OtherExpensesTotalAmt052255
IRS990EZ/OtherRevenueTotalAmt0225
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt03000
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/GrantsAndAllocationsAmt013024
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111901
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt320325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013024
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111901
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt372960
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt059040
IRS990EZ/SpecialEventsNetIncomeLossAmt063626
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099885
IRS990EZ/TotalProgramServiceExpensesAmt099885
IRS990EZ/TotalRevenueAmt0128651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt02075
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02075
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059040
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALLEYE WEEKEND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE AROUND THE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014579
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt014819
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt029398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt054230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120363
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05593
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03192
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt021974
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt021974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 225 TOTAL 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE 11,901 0 0 13,024 0 0 8,184 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY INTERNATIONAL 14255 COLLECTIONS CENTER DR. CHICAGO, IL 60693 6,367 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES MEALS FOR MEETINGS 38,260 SOCIAL 1,881 CLUB BADGES AND BANNERS 461 CONFERENCES 1,197 WORLD AFFAIRS SEMINAR 1,805 MISCELLANEOUS 106 WEBSITE AND SOFTWARE 835 RECRUITMENT 654 BANK FEES 848 MEETING EQUIPMENT 950 PUBLIC RELATIONS 1,690 PO BOX 208 SUPPLIES 3,360 TOTAL 52,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROGRAMS CONSISTENT WITH EXEMPT PURPOSE INCLUDING POLIO PLUS, ROTARY FOUNDATION, DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MILLAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId079D5083287CC973765346AB1A01A2D6CA512E21E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0122EAF232B3F52FB367C6D90FAAA22805907B886
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/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN LUTZ CPA MT
ReturnHeader/ReturnTs02017-11-01T09:24:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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