Civic Intelligence

Neenah Rotary Foundation Inc

EIN 39-6058381 • 501(c)3 • Neenah, WI

Profile

Provide financial assistance to individuals attending post high school studies.

PO Box 275Neenah, WI 54957

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

89%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$539,810

Up $37,061 (+7.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$539,810

Up $37,061 (+7.4%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin66th percentile

Revenue

Up

$40,521

Up $19,038 (+89%) from 2024

Expenses

Up

$35,015

Up $9,933 (+40%) from 2024

Net Income

Up

$5,506

Up $9,105 (+253%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $328,380Liabilities 2011: $0Net Assets 2011: $328,3802011Assets 2012: $341,056Liabilities 2012: $02012Assets 2013: $377,937Liabilities 2013: $02013Assets 2014: $415,706Liabilities 2014: $02014Assets 2015: $394,075Liabilities 2015: $02015Assets 2016: $390,110Liabilities 2016: $02016Assets 2017: $417,840Liabilities 2017: $02017Assets 2018: $442,512Liabilities 2018: $02018Assets 2019: $449,506Liabilities 2019: $02019Assets 2020: $436,702Liabilities 2020: $02020Assets 2021: $528,843Liabilities 2021: $0Net Assets 2021: $528,8432021Assets 2022: $448,884Liabilities 2022: $0Net Assets 2022: $448,8842022Assets 2023: $475,712Liabilities 2023: $0Net Assets 2023: $475,7122023Assets 2024: $502,749Liabilities 2024: $0Net Assets 2024: $502,7492024Assets 2025: $539,810Liabilities 2025: $0Net Assets 2025: $539,8102025

Highlighted filing

2025

Assets$539,810
Liabilities$0
Net Assets$539,810
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100KRevenue 2011: $24,333Expenses 2011: $25,531Net Income 2011: -$1,1982011Revenue 2012: $21,319Expenses 2012: $15,718Net Income 2012: $5,6012012Revenue 2013: $31,218Expenses 2013: $23,960Net Income 2013: $7,2582013Revenue 2014: $37,056Expenses 2014: $40,526Net Income 2014: -$3,4702014Revenue 2015: $14,996Expenses 2015: $37,998Net Income 2015: -$23,0022015Revenue 2016: $21,876Expenses 2016: $23,000Net Income 2016: -$1,1242016Revenue 2017: $24,101Expenses 2017: $25,259Net Income 2017: -$1,1582017Revenue 2018: $21,563Expenses 2018: $20,600Net Income 2018: $9632018Revenue 2019: $31,657Expenses 2019: $27,459Net Income 2019: $4,1982019Revenue 2020: $25,661Expenses 2020: $31,024Net Income 2020: -$5,3632020Revenue 2021: $181,349Expenses 2021: $25,752Net Income 2021: $155,5972021Revenue 2022: $12,833Expenses 2022: $29,015Net Income 2022: -$16,1822022Revenue 2023: $28,750Expenses 2023: $23,585Net Income 2023: $5,1652023Revenue 2024: $21,483Expenses 2024: $25,082Net Income 2024: -$3,5992024Revenue 2025: $40,521Expenses 2025: $35,015Net Income 2025: $5,5062025

Highlighted filing

2025

Revenue$40,521
Expenses$35,015
Net Income$5,506
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$539,810
Liabilities
$0
Net assets
$539,810
Revenue
$40,521
Expenses
$35,015
Net income
$5,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.41$0.35$0.06
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.21$0.25$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.29$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.13$0.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$1.81$0.26$1.56
2020Summary only. Only limited summary data is available for this year.$4.37$0.00$0.26$0.31$0.05
2019Summary only. Only limited summary data is available for this year.$4.50$0.00$0.32$0.27$0.04
2018Summary only. Only limited summary data is available for this year.$4.43$0.00$0.22$0.21$0.01
2017Summary only. Only limited summary data is available for this year.$4.18$0.00$0.24$0.25$0.01
2016Summary only. Only limited summary data is available for this year.$3.90$0.00$0.22$0.23$0.01
2015Summary only. Only limited summary data is available for this year.$3.94$0.00$0.15$0.38$0.23
2014Summary only. Only limited summary data is available for this year.$4.16$0.00$0.37$0.41$0.03
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.31$0.24$0.07
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$0.21$0.16$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.24$0.26$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$309,907
Mission and Program Overview

Mission

Provide financial assistance to individuals attending post high school studies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,749$539,810▲ $37,061
Investments in Publicly Traded Securities$474,996$486,391▲ $11,395
Cash and Non-Interest-Bearing Accounts$27,753$41,115▲ $13,362
Accounts Receivable-$12,304-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$502,749$539,810▲ $37,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,749$539,810▲ $37,061
Total Liabilities and Net Assets / Fund Balance$502,749$539,810▲ $37,061
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jaime KriewaldtPast President
Renee NeumeyerPast President
Aaron OlsonPresident
David KohlmeyerDirector
Mark SterrDirector
Matthew BrehmerDirector
Seth MerrillDirector
Lisa WernerInvestment Advisor
Pamela SeidlSecretary
Doug WelterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,608
Program Service Revenue
$0
Investment Income
$23,027
Other Revenue
$-8,114
All Other Contributions
$5,189
Change in Net Assets
$5,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,000
Other Expenses$14,015
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,000--$21,000
Other Expenses$7,500--$7,500
Fees for Services Accounting-$6,500-$6,500
Office Expenses-$15-$15
Total Functional Expenses$28,500$6,515$0$35,015
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,595
Fundraising Gross Income$25,481
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Golf Outing$45,900$25,481$13,928$11,553
Total Events$45,900$25,481$33,595$-8,114
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
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, Part VI, Section B, Line 11B

“The form 990 is reviewed by the treasurer and board members at a monthly board of directors meeting. Any questions that arise are responded to by the independent cpa preparer within the next week. Once all questions are responded to, form 990 is filed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Neenah Rotary Foundation
EIN
39-6058381
Phone
9207258968
Address
PO BOX 275, NEENAH, WI 54957

Signing Officer

Name
Doug Welter
Title
Treasurer
Phone
9207258968
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Welter
Formed
1960
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
100

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Nicholas R Sattler CPA
Phone
9207222141
Raw XML Appendix382 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IRS DATABASE CLASSIFICATION IN PREVIOUS TAX YEARS, THE ORGANIZATION DISCOVERED THE INTERNAL REVENUE SERVICE DATABASE HAD THE FOUNDATION CLASSIFIED INCORRECTLY. AFTER INQUIRY THE SERVICE DID RESPOND ON FEBRUARY 21, 2018 AND CONFIRMED IN FACT THE ORGANIZATION IS EXEMPT UNDER 501(C)(3), CONSISTENT WITH THE DETERMINATION LETTER ISSUED IN SEPTEMBER 1963. THE 2018 LETTER (LETTER ID 4077950277; COPY AVAILABLE UPON REQUEST) ALSO CONFIRMED DONORS CAN DEDUCT CONTRIBUTIONS THEY MAKE TO THE ORGANIZATION. ON AUGUST 18, 2025, THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER VERIFYING THAT THE FOUNDATION IS INDEED A 501(C)(3) ORGANIZATION UNDER IRC SECTION 509(A)(3). SEE ATTACHED LETTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 PART J AND SCHEDULE A
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396076886
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEENAH ROTARY CLUB
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt07500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01750
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020419
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020419
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033595
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025481
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8114
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013928
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013928
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017917
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017917
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEETS REGULARLY TO REVIEW SCHOLARSHIP APPLICATION AND VOTE ON THE DISTRIBUTION OF SCHOLARSHIP FUNDS TO APPROPRIATE RECIPIENTS FOLLOWING THE GUIDELINES WITHIN THE ORGANIZATIONAL BY-LAWS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER AND BOARD MEMBERS AT A MONTHLY BOARD OF DIRECTORS MEETING. ANY QUESTIONS THAT ARISE ARE RESPONDED TO BY THE INDEPENDENT CPA PREPARER WITHIN THE NEXT WEEK. ONCE ALL QUESTIONS ARE RESPONDED TO, FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0502749
IRS990/TotalAssetsEOYAmt0539810
IRS990/TotalAssetsGrp/BOYAmt0502749
IRS990/TotalAssetsGrp/EOYAmt0539810
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025608
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06515
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028500
IRS990/TotalFunctionalExpensesGrp/TotalAmt035015
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539810
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-8114
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040521
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0539810
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 275
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IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054957
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG WELTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207258968
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEENAH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEEN
ReturnHeader/Filer/EIN0396058381
ReturnHeader/Filer/PhoneNum09207258968
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 275
ReturnHeader/Filer/USAddress/CityNm0NEENAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054957
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS R SATTLER CPA
ReturnHeader/ReturnTs02026-02-12T13:48:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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