Civic Intelligence

Appleton Rotary Foundation Inc

EIN 39-6053036 • 501(c)3 • Appleton, WI

Profile

To support rotary international appleton

PO Box 703Appleton, WI 54912

appletonrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

36th percentile

-5.4%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Down

$5

Down $42,321 (-100%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Down

$5

Down $42,321 (-100%) from 2010

Revenue

$128,315

No earlier filing loaded for comparison.

Expenses

Up

$135,193

Up $109,792 (+432%) from 2010

Net Income

-$6,878

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $42,326Liabilities 2010: $0Net Assets 2010: $42,3262010Assets 2025: $5Liabilities 2025: $0Net Assets 2025: $52025

Highlighted filing

2025

Assets$5
Liabilities$0
Net Assets$5

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $25,4012010Revenue 2025: $128,315Expenses 2025: $135,193Net Income 2025: -$6,8782025

Highlighted filing

2025

Revenue$128,315
Expenses$135,193
Net Income-$6,878

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$128,315
Mission and Program Overview

Mission

To support rotary international appleton

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,878--
Savings and Temporary Cash Investments$5$5→ $0
Rtn Earn Endowment Incm Other Fnds$6,883$5▼ $6,878
Total Assets$6,883$5▼ $6,878
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,883$5▼ $6,878
Total Liabilities and Net Assets / Fund Balance$6,883$5▼ $6,878
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald AltenburgPresident
Curt DetjenDirector
Erin Schultz-wegeDirector
Garrett SingerDirector
Karen LawsDirector
Rebecca BoulangerDirector
Barbara MerrySecretary
Richard StarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,315
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$128,315
Change in Net Assets
$-6,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$10,193-$10,193
Total Functional Expenses$0$135,193$0$135,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Appleton Rotary Foundation Inc
EIN
39-6053036
Phone
9204193337
Address
PO BOX 703, APPLETON, WI 54912

Signing Officer

Name
Ronald Altenburg
Title
President
Phone
9204193337
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Altenburg
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jason B Vollrath
Phone
9207334957
Raw XML Appendix257 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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No mirrored PDF or thumbnail assets are attached yet.