Civic Intelligence

Hartford Rotary Club

990EZ • Fiscal year 2023 • EIN 39-6076864

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 19, 2023

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.

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

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

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

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$55,825

Up $20,342 (+57%) from 2022

Net Assets

Up

$47,553

Up $13,877 (+41%) from 2022

Liabilities

Up

$8,272

Up $6,465 (+358%) from 2022

Revenue

Up

$102,052

Up $38,412 (+60%) from 2022

Expenses

Up

$88,175

Up $33,404 (+61%) from 2022

Net Income

Up

$13,877

Up $5,008 (+56%) from 2022

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

2023

Assets$55,825
Liabilities$8,272
Net Assets$47,553

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

2023

Revenue$102,052
Expenses$88,175
Net Income$13,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 19, 2023
Return Version
2022v5.0
Gross Receipts
$121,980
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE VOLKERTTreasurerPT$0--
JANEAN HANDELDirector-$0--
RON SCHLITTSecretary-$0--
DALE ANDERSONDirector-$0--
COLLEEN BAUSTreasurer-$0--
DAVID WOLBRINKDirector-$0--
MARK LINDBORGPast President-$0--
MIKE MALLYDirector-$0--
ANE OHMDirector-$0--
MARY BRODZELLERPres Nominee-$0--
GREG LEDESMAPresident-$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
2023-09-19
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 amountcharitable 11,144

Description of other expenses Part I line 16

Description amountcharitable contributions 51,122bank fees 47meals 16,669misc 85supplies 209grant expense 8,655

Description of other assets Part II line 24

Category beginning of year end of yearreceivables 2,580 937other 451 0

Description of total liabilities Part II line 26

Category beginning of year end of yeardonation committments 1,807 8,272

Raw XML Appendix172 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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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PACKER RAFFL
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCHARITABLE 11,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCHARITABLE CONTRIBUTIONS 51,122BANK FEES 47MEALS 16,669MISC 85SUPPLIES 209GRANT EXPENSE 8,655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARRECEIVABLES 2,580 937OTHER 451 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDONATION COMMITTMENTS 1,807 8,272
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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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOLKERT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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