Civic Intelligence

Fond Du Lac Morning Rotary Club

990EZ • Fiscal year 2020 • EIN 39-1681044

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-27%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-38%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$82,532

Down $30,810 (-27%) from 2019

Net Assets

Down

$82,532

Down $30,810 (-27%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$79,043

Down $47,980 (-38%) from 2019

Expenses

Down

$109,853

Down $7,469 (-6.4%) from 2019

Net Income

Down

-$30,810

Down $40,511 (-418%) from 2019

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

2020

Assets$82,532
Liabilities$0
Net Assets$82,532

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

2020

Revenue$79,043
Expenses$109,853
Net Income-$30,810
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$104,772
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$25,452$61,680
CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE COMMUNITY$29,550$29,550
SUPPORT ELEMENTARY SCHOOL RECREATIONAL & EDUCATION ACTIVITIES.$16,623$16,623
PROVIDE SCHOLARSHIPS TO DESERVING AREA STUDENTS TO ADVANCE THEIR EDUCATION.$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT VAN KIRKPresident-$0--
DAN NIELSENPresident El-$0--
ERIN LUNDSecretary-$0--
SAM MCKLONEPast Preside-$0--
DONALD MILLAGETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Around the$50,385$50,385$3,251$47,134
Total Events$50,385$50,385$24,904$25,481
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
2020-11-03

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

MISC 58 TOTAL 58

Form 990-ez, Part I, Line 10

Cash contribution: 16,623 cash contribution: 29,550 cash contribution: 7,285

Form 990-ez, Part I, Line 10

Name: rotary international address: 14255 collections center dr. Chicago, il 60693 cash contribution: 7,994

Form 990-ez, Part I, Line 16

Expenses meals for meetings 29,032 social 1,731 club badges and banners 297 conferences 652 world affairs seminar 1,350 website and software 985 recruitment 155 bank fees 66 public relations 395 po box 254 supplies 454 licenses 50 sunshine 224 misc 86 total 35,731

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.

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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/BOYAmt0113342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082532
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IRS990EZ/ContributionsGiftsGrantsEtcAmt07314
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IRS990EZ/ExcessOrDeficitForYearAmt0-30810
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt073625
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt0224
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082532
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082532
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT VAN KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN NIELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAM MCKLONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD MILLAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035731
IRS990EZ/OtherRevenueTotalAmt058
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/PrintingPublicationsPostageAmt022
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/GrantsAndAllocationsAmt029550
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt325452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116623
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt361680
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt024656
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109853
IRS990EZ/TotalProgramServiceExpensesAmt0109853
IRS990EZ/TotalRevenueAmt079043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024904
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt021153
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03251
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC 58 TOTAL 58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 16,623 CASH CONTRIBUTION: 29,550 CASH CONTRIBUTION: 7,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAME: ROTARY INTERNATIONAL ADDRESS: 14255 COLLECTIONS CENTER DR. CHICAGO, IL 60693 CASH CONTRIBUTION: 7,994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES MEALS FOR MEETINGS 29,032 SOCIAL 1,731 CLUB BADGES AND BANNERS 297 CONFERENCES 652 WORLD AFFAIRS SEMINAR 1,350 WEBSITE AND SOFTWARE 985 RECRUITMENT 155 BANK FEES 66 PUBLIC RELATIONS 395 PO BOX 254 SUPPLIES 454 LICENSES 50 SUNSHINE 224 MISC 86 TOTAL 35,731
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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC MORNING ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0391681044
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:49:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
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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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY THOME CPA
ReturnHeader/ReturnTs02020-11-11T07:49:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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