Civic Intelligence

Hartford Rotary Club

990EZ • Fiscal year 2016 • EIN 39-6076864

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profile
PO Box 270044Hartford, WI 53027

(262) 673-6322

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-36%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-4.3%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$11,847

Down $6,731 (-36%) from 2015

Net Assets

Down

$10,097

Down $7,756 (-43%) from 2015

Liabilities

Up

$1,750

Up $1,025 (+141%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin19th percentile

Revenue

Down

$55,325

Down $2,470 (-4.3%) from 2015

Expenses

Up

$63,081

Up $4,095 (+6.9%) from 2015

Net Income

Down

-$7,756

Down $6,565 (-551%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2016

Assets$11,847
Liabilities$1,750
Net Assets$10,097
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$55,325
Expenses$63,081
Net Income-$7,756
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$72,111
Mission and Program Overview

Mission

Service in the community worldwide

Program Services

DescriptionGrantsExpenses
PROVIDE OPPORTUNITIES FOR BETTERMENT WITHIN THE LOCAL AND GLOBAL COMMUNITIES-$26,736
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LONI JAEGERTreasurerPT$0--
PAUL JOHNSENDirector-$0--
TIM ALGIERSDirector-$0--
JANEAN HANDELDirector-$0--
RON SCHLITTDirector-$0--
PETER WILKDirector-$0--
MATT SCHWECHELSecretaryPT$0--
DAVID GROVESPast PresidentPT$0--
LISA OLSENPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Packer Raffl----
Wine Tasting----
Filing and Contact Details

Filer

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

Signing Officer

Name
Loni Jaeger
Title
Treasurer
Phone
2626736322
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Vickney CPA Sc
Address
625 West Sumner St Ste 400, Hartford, WI 53027
Preparer
Gretchen M Vickney
Phone
2626736322
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMISCELLANEOUS 1,749”

Description of other expenses Part I line 16

“Description AmountCHARITABLE CONTRIBUTIONS 26,737PROMOTION 125MEALS 19,781SOCIAL EVENTS 1,280”

Description of other assets Part II line 24

“Category Beginning of Year End of YearRECEIVABLES 11,632 4,126”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDONATION COMMITTMENTS 725 1,750”

Raw XML Appendix154 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hartford
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LONI JAEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL JOHNSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM ALGIERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANEAN HANDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON SCHLITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER WILK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT SCHWECHEL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt03688
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063081
IRS990EZ/TotalProgramServiceExpensesAmt026736
IRS990EZ/TotalRevenueAmt055325
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PACKER RAFFL
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCHARITABLE CONTRIBUTIONS 26,737PROMOTION 125MEALS 19,781SOCIAL EVENTS 1,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearRECEIVABLES 11,632 4,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearDONATION COMMITTMENTS 725 1,750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02626736322
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ReturnHeader/Filer/EIN0396076864
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053027
ReturnHeader/PreparerPersonGrp/PhoneNum02626736322
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETCHEN M VICKNEY
ReturnHeader/ReturnTs02016-11-15T11:39:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,847
Liabilities
$1,750
Net assets
$10,097
Revenue
$55,325
Expenses
$63,081
Net income
-$7,756
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