Civic Intelligence

Lake Mills Rotary Foundation Inc.

EIN 39-1744398 • 501(c)3 • Lake Mills, WI

Pub. 78 Eligible

Profile

Provide scholarships and community service projects

PO Box 103Lake Mills, WI 53551

www.lakemillsrotaryclub.com

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

97%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$150,759

Up $13,942 (+10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$150,759

Up $13,942 (+10%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$24,942

Up $12,273 (+97%) from 2024

Expenses

Up

$27,874

Up $24,040 (+627%) from 2024

Net Income

Down

-$2,932

Down $11,767 (-133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2011: $55,349Liabilities 2011: $02011Assets 2012: $50,435Liabilities 2012: $02012Assets 2013: $50,552Liabilities 2013: $02013Assets 2014: $54,302Liabilities 2014: $02014Assets 2015: $56,507Liabilities 2015: $02015Assets 2016: $57,355Liabilities 2016: $02016Assets 2017: $65,584Liabilities 2017: $02017Assets 2018: $72,494Liabilities 2018: $02018Assets 2019: $81,082Liabilities 2019: $02019Assets 2020: $92,033Liabilities 2020: $02020Assets 2021: $158,053Liabilities 2021: $0Net Assets 2021: $158,0532021Assets 2022: $96,847Liabilities 2022: $0Net Assets 2022: $96,8472022Assets 2023: $108,466Liabilities 2023: $0Net Assets 2023: $108,4662023Assets 2024: $136,817Liabilities 2024: $0Net Assets 2024: $136,8172024Assets 2025: $150,759Net Assets 2025: $150,7592025

Highlighted filing

2025

Assets$150,759
Liabilities-
Net Assets$150,759
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $9,118Expenses 2011: $2,899Net Income 2011: $6,2192011Revenue 2012: $3,910Expenses 2012: $8,824Net Income 2012: -$4,9142012Revenue 2013: $11,424Expenses 2013: $11,308Net Income 2013: $1162013Revenue 2014: $11,068Expenses 2014: $7,318Net Income 2014: $3,7502014Revenue 2015: $6,968Expenses 2015: $4,764Net Income 2015: $2,2042015Revenue 2016: $5,920Expenses 2016: $5,072Net Income 2016: $8482016Revenue 2017: $15,218Expenses 2017: $6,989Net Income 2017: $8,2292017Revenue 2018: $14,992Expenses 2018: $8,082Net Income 2018: $6,9102018Revenue 2019: $12,452Expenses 2019: $3,864Net Income 2019: $8,5882019Revenue 2020: $14,769Expenses 2020: $3,818Net Income 2020: $10,9512020Revenue 2021: $70,483Expenses 2021: $4,463Net Income 2021: $66,0202021Revenue 2022: $69,020Expenses 2022: $130,226Net Income 2022: -$61,2062022Revenue 2023: $14,718Expenses 2023: $3,099Net Income 2023: $11,6192023Revenue 2024: $12,669Expenses 2024: $3,834Net Income 2024: $8,8352024Revenue 2025: $24,942Expenses 2025: $27,874Net Income 2025: -$2,9322025

Highlighted filing

2025

Revenue$24,942
Expenses$27,874
Net Income-$2,932
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,759
Liabilities
-
Net assets
$150,759
Revenue
$24,942
Expenses
$27,874
Net income
-$2,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.25$0.28$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.04$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.15$0.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.69$1.30$0.61
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.70$0.04$0.66
2020Summary only. Only limited summary data is available for this year.$0.92$0.00$0.15$0.04$0.11
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.12$0.04$0.09
2018Summary only. Only limited summary data is available for this year.$0.72$0.00$0.15$0.08$0.07
2017Summary only. Only limited summary data is available for this year.$0.66$0.00$0.15$0.07$0.08
2016Summary only. Only limited summary data is available for this year.$0.57$0.00$0.06$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.04$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.09$0.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$24,942
Mission and Program Overview

Mission

Provide scholarships and community service projects

Program Services

DescriptionGrantsExpenses
Goregaon India Solar Project-$21,000
Scholarships for Lake Mills High Schools 2024 Graduates-$4,000
Lake Mills Optimist Club Adopt a Family Humanitarian Project (Including Food to Families In Need)-$1,935
Lake Mills Area School District, The Mill - Food Pantry-$820
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian BenischDirector-$0--
Janine FixmerVice President-$0--
Nicole FroehleSecretary-$0--
Edward HeimstreetTreasurer-$0--
Jim WishauPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lake Mills Rotary Foundation Inc
EIN
39-1744398
Phone
9209881870
Address
PO Box 103, Lake Mills, WI 53551

Signing Officer

Name
Edward Heimstreet
Title
Treasurer
Signed
2025-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Sanft Accounting and Tax LLC
Address
823 E MAIN ST STE A, WATERTOWN, WI 53094
Preparer
Daniel C Sanft MBA CPA CGMA
Phone
9202618800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: Goregaon India Solar Project | Cash Amount Given: $21000”

Other Expenses.1

“State License Renewals & Fees $54”

Raw XML Appendix160 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/USAddress/CityNm0Lake Mills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0535519759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136817
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IRS990EZ/ContributionsGiftsGrantsEtcAmt024913
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-2932
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136817
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Benisch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janine Fixmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Froehle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Edward Heimstreet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Wishau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016874
IRS990EZ/OtherExpensesTotalAmt054
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships and community service projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for Lake Mills High Schools 2024 Graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Lake Mills Optimist Club Adopt a Family Humanitarian Project (Including Food to Families In Need)
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Lake Mills Area School District, The Mill - Food Pantry
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11935
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3820
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt027755
IRS990EZ/TotalRevenueAmt024942
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.LakeMillsRotaryClub.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012641
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IRS990ScheduleA/TotalSupportAmt0191831
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Goregaon India Solar Project | Cash Amount Given: $21000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1State License Renewals & Fees $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Heimstreet
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Mills Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0391744398
ReturnHeader/Filer/PhoneNum09209881870
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 103
ReturnHeader/Filer/USAddress/CityNm0Lake Mills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053551
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203763598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANFT ACCOUNTING AND TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 E MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053094
ReturnHeader/PreparerPersonGrp/PhoneNum09202618800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel C Sanft MBA CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-22T06:50:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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