Civic Intelligence

Hartford Rotary Club

990EZ • Fiscal year 2018 • EIN 39-6076864

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-10.0%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

7th percentile

-44%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,227

Down $8,009 (-44%) from 2017

Net Assets

Down

$10,227

Down $4,284 (-30%) from 2017

Liabilities

Down

$0

Down $3,725 (-100%) from 2017

Revenue

Down

$43,005

Down $10,053 (-19%) from 2017

Expenses

Down

$47,289

Down $4,502 (-8.7%) from 2017

Net Income

Down

-$4,284

Down $5,551 (-438%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$10,227
Liabilities$0
Net Assets$10,227

Operations Trend

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

2018

Revenue$43,005
Expenses$47,289
Net Income-$4,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$54,815
Mission and Program Overview

Mission

Service in the community worldwide

Program Services

DescriptionGrantsExpenses
PROVIDE OPPORTUNITIES FOR BETTERMENT WITHIN THE LOCAL AND GLOBAL COMMUNITIES-$19,935
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE VOLKERTTreasurerPT$0--
TIM ALGIERSDirector-$0--
JANEAN HANDELDirector-$0--
RON SCHLITTSecretary-$0--
PETER WILKPresidentPT$0--
MARK WOLBRINKPresident Elect-$0--
DAVID GROVESPast President-$0--
JOHN SPIELMANNDirector-$0--
DALE ANDERSONDirector-$0--
COLLEEN BAUSDirector-$0--
DAVID WOLBRINKDirector-$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
Steve Volkert
Title
Treasurer
Phone
2626736322
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Vickney CPA Sc
Address
625 W SUMNER ST STE 400, Hartford, WI 53027
Preparer
Gretchen Vickney
Phone
2626736322
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountmiscellaneous 270

Description of other expenses Part I line 16

Description amountcharitable contributions 21,043promotion 4,216meals 2,183social events 8,160

Description of other assets Part II line 24

Category beginning of year end of yearreceivables 7,796 763hhpf donation payable 4,000 0

Description of total liabilities Part II line 26

Category beginning of year end of yeardonation committments 2,825 0accrued expenses 900 0

Raw XML Appendix174 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/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherRevenueTotalAmt0270
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE IN THE COMMUNITY WORLDWIDE
IRS990EZ/PrintingPublicationsPostageAmt0753
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019935
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt026006
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03725
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047289
IRS990EZ/TotalProgramServiceExpensesAmt019935
IRS990EZ/TotalRevenueAmt043005
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PACKER RAFFL
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCHARITABLE CONTRIBUTIONS 21,043PROMOTION 4,216MEALS 2,183SOCIAL EVENTS 8,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARRECEIVABLES 7,796 763HHPF DONATION PAYABLE 4,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDONATION COMMITTMENTS 2,825 0ACCRUED EXPENSES 900 0
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE VOLKERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02626736322
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTFORD ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0396076864
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270044
ReturnHeader/Filer/USAddress/CityNm0Hartford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053027
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.196.105.126
ReturnHeader/FilingSecurityInformation/IPDt02018-10-01
ReturnHeader/FilingSecurityInformation/IPTm012:27:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271208843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICKNEY CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 W SUMNER ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053027
ReturnHeader/PreparerPersonGrp/PhoneNum02626736322
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETCHEN VICKNEY
ReturnHeader/ReturnTs02018-09-26T10:23:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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