Civic Intelligence

Appleton Rotary Foundation Inc.

990 • Fiscal year 2025 • EIN 39-6053036

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 28, 2025

Organization ProfileAPPLETONROTARY.ORG
PO Box 703Appleton, WI 54912

(920) 419-3337

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

31st percentile

-5.4%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$5

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

Net Assets

Down

$5

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

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin31st percentile

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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
Open 2025 Filing
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
Top Officer Pay82nd percentile

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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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-10-29T17:38:34-04:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5
Liabilities
$0
Net assets
$5
Revenue
$128,315
Expenses
$135,193
Net income
-$6,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.28$1.35$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.25