Civic Intelligence

Hartford Rotary Club

EIN 39-6076864 • 501(c)4 • Hartford, WI

Profile

Service in the community worldwide

PO Box 270044Hartford, WI 53027
Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

57%

Faster asset growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

60%

Faster revenue growth than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$52,685

Down $3,140 (-5.6%) from 2023

Liabilities

Down

$3,001

Down $5,271 (-64%) from 2023

Net Assets

Up

$49,684

Up $2,131 (+4.5%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin70th percentile

Revenue

Down

$75,146

Down $26,906 (-26%) from 2023

Expenses

Down

$73,015

Down $15,160 (-17%) from 2023

Net Income

Down

$2,131

Down $11,746 (-85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$60K$40K$20K$0Assets 2012: $44,763Liabilities 2012: $825Net Assets 2012: $43,9382012Assets 2013: $36,563Liabilities 2013: $6,912Net Assets 2013: $29,6512013Assets 2014: $20,729Liabilities 2014: $1,685Net Assets 2014: $19,0442014Assets 2015: $18,578Liabilities 2015: $725Net Assets 2015: $17,8532015Assets 2016: $11,847Liabilities 2016: $1,750Net Assets 2016: $10,0972016Assets 2017: $18,236Liabilities 2017: $3,725Net Assets 2017: $14,5112017Assets 2018: $10,227Liabilities 2018: $0Net Assets 2018: $10,2272018Assets 2019: $20,893Liabilities 2019: $4,225Net Assets 2019: $16,6682019Assets 2020: $25,623Liabilities 2020: $5,050Net Assets 2020: $20,5732020Assets 2021: $29,857Liabilities 2021: $5,050Net Assets 2021: $24,8072021Assets 2022: $35,483Liabilities 2022: $1,807Net Assets 2022: $33,6762022Assets 2023: $55,825Liabilities 2023: $8,272Net Assets 2023: $47,5532023Assets 2024: $52,685Liabilities 2024: $3,001Net Assets 2024: $49,6842024

Highlighted filing

2024

Assets$52,685
Liabilities$3,001
Net Assets$49,684
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $59,842Expenses 2012: $56,651Net Income 2012: $3,1912012Revenue 2013: $57,167Expenses 2013: $71,454Net Income 2013: -$14,2872013Revenue 2014: $62,920Expenses 2014: $73,527Net Income 2014: -$10,6072014Revenue 2015: $57,795Expenses 2015: $58,986Net Income 2015: -$1,1912015Revenue 2016: $55,325Expenses 2016: $63,081Net Income 2016: -$7,7562016Revenue 2017: $53,058Expenses 2017: $51,791Net Income 2017: $1,2672017Revenue 2018: $43,005Expenses 2018: $47,289Net Income 2018: -$4,2842018Revenue 2019: $56,622Expenses 2019: $50,181Net Income 2019: $6,4412019Revenue 2020: $42,770Expenses 2020: $38,865Net Income 2020: $3,9052020Revenue 2021: $37,736Expenses 2021: $33,502Net Income 2021: $4,2342021Revenue 2022: $63,640Expenses 2022: $54,771Net Income 2022: $8,8692022Revenue 2023: $102,052Expenses 2023: $88,175Net Income 2023: $13,8772023Revenue 2024: $75,146Expenses 2024: $73,015Net Income 2024: $2,1312024

Highlighted filing

2024

Revenue$75,146
Expenses$73,015
Net Income$2,131
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,685
Liabilities
$3,001
Net assets
$49,684
Revenue
$75,146
Expenses
$73,015
Net income
$2,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.75$0.73$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.08$0.48$1.02$0.88$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.34$0.64$0.55$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.05$0.25$0.38$0.34$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.43$0.39$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.04$0.17$0.57$0.50$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.43$0.47$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.04$0.15$0.53$0.52$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.55$0.63$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.58$0.59$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.63$0.74$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.07$0.30$0.57$0.71$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.01$0.44$0.60$0.57$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$107,411
Mission and Program Overview

Mission

Service in the community worldwide

Program Services

DescriptionGrantsExpenses
PROVIDE OPPORTUNITIES FOR BETTERMENT WITHIN THE LOCAL AND GLOBAL COMMUNITIES--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE VOLKERTTreasurerPT$0--
TIMOTHY ALGIERSDirector-$0--
RON SCHLITTSecretary-$0--
CHERYL ESKRIDGEDirector-$0--
COLLEEN BAUSTreasurer-$0--
TIMOTHY PURMANDirector-$0--
GREG LADESMAPast President-$0--
PENNIE MORRISDirector-$0--
ANE OHMPresident Elect-$0--
MARY BRODZELLERPresident-$0--
JIM BOHNPresident Nominee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$27,047$27,047$4,142$22,905
Back2School$11,230$11,230$160$11,070
Total Events$38,277$38,277$14,954$23,323
Filing and Contact Details

Filer

Filer Name
Hartford Rotary Club
EIN
39-6076864
Address
PO BOX 270044, HARTFORD, WI 53027

Signing Officer

Name
Stephen Volkert Treasurer
Title
Treasurer
Phone
2626498898
Signed
2025-04-24
Discuss with paid preparer
No

Preparer

Firm
Curler ATS LLC
Address
5340 PARADISE LANE, Slinger, WI 53086
Preparer
Matt Curler
Phone
2626498898
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountCHARITABLE 11,900”

Description of other expenses Part I line 16

“Description AmountCHARITABLE CONTRIBUTIONS 41,714BANK FEES 335MEALS 15,931MISC 1,020SUPPLIES 1,726GRANT EXPENSE 2,976”

Description of other assets Part II line 24

“Category Beginning of Year End of YearRECEIVABLES 937 1,040”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDONATION COMMITTMENTS 8,272 0CURRENT LIABILITIES 0 3,001”

Raw XML Appendix182 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/MembershipDuesAmt020410
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047553
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT NOMINEE
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0SERVICE IN THE COMMUNITY WORLDWIDE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Back2School
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCHARITABLE 11,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCHARITABLE CONTRIBUTIONS 41,714BANK FEES 335MEALS 15,931MISC 1,020SUPPLIES 1,726GRANT EXPENSE 2,976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearRECEIVABLES 937 1,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearDONATION COMMITTMENTS 8,272 0CURRENT LIABILITIES 0 3,001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
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ReturnHeader/ReturnTs02025-04-25T09:23:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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