Civic Intelligence

Rotary Club of La Crosse

990 • Fiscal year 2015 • EIN 39-6076868

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 15, 2015

PO Box 1914LA Crosse, WI 54602

(608) 526-4491

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$42,067

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

31st percentile

-5.7%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

4.2%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$61,772

Down $3,743 (-5.7%) from 2014

Net Assets

Down

$53,814

Down $5,761 (-9.7%) from 2014

Liabilities

Up

$7,958

Up $2,018 (+34%) from 2014

Revenue

Up

$161,487

Up $6,580 (+4.2%) from 2014

Expenses

Up

$159,075

Up $783 (+0.5%) from 2014

Net Income

Up

$2,412

Up $5,797 (+171%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $41,701Liabilities 2011: $408Net Assets 2011: $41,2932011Assets 2012: $45,144Liabilities 2012: $1,975Net Assets 2012: $43,1692012Assets 2013: $65,836Liabilities 2013: $2,876Net Assets 2013: $62,9602013Assets 2014: $65,515Liabilities 2014: $5,940Net Assets 2014: $59,5752014Assets 2015: $61,772Liabilities 2015: $7,958Net Assets 2015: $53,8142015Assets 2016: $67,061Liabilities 2016: $14,784Net Assets 2016: $52,2772016Assets 2017: $65,506Liabilities 2017: $9,715Net Assets 2017: $55,7912017Assets 2018: $73,673Liabilities 2018: $8,113Net Assets 2018: $65,5602018Assets 2019: $68,233Liabilities 2019: $554Net Assets 2019: $67,6792019Assets 2020: $93,770Liabilities 2020: $201Net Assets 2020: $93,5692020Assets 2021: $73,115Liabilities 2021: $20,436Net Assets 2021: $52,6792021Assets 2022: $98,320Liabilities 2022: $8,367Net Assets 2022: $89,9532022Assets 2023: $128,810Liabilities 2023: $11,205Net Assets 2023: $117,6052023Assets 2024: $129,300Liabilities 2024: $8,700Net Assets 2024: $120,6002024Assets 2025: $127,315Liabilities 2025: $9,295Net Assets 2025: $118,0202025

Highlighted filing

2015

Assets$61,772
Liabilities$7,958
Net Assets$53,814

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $155,4142011Expenses 2012: $162,0492012Revenue 2013: $175,397Expenses 2013: $155,606Net Income 2013: $19,7912013Revenue 2014: $154,907Expenses 2014: $158,292Net Income 2014: -$3,3852014Revenue 2015: $161,487Expenses 2015: $159,075Net Income 2015: $2,4122015Revenue 2016: $169,332Expenses 2016: $168,458Net Income 2016: $8742016Revenue 2017: $176,863Expenses 2017: $173,349Net Income 2017: $3,5142017Revenue 2018: $199,267Expenses 2018: $189,498Net Income 2018: $9,7692018Revenue 2019: $210,950Expenses 2019: $208,831Net Income 2019: $2,1192019Revenue 2020: $196,044Expenses 2020: $170,154Net Income 2020: $25,8902020Revenue 2021: $81,806Expenses 2021: $122,696Net Income 2021: -$40,8902021Revenue 2022: $196,584Expenses 2022: $159,310Net Income 2022: $37,2742022Revenue 2023: $229,240Expenses 2023: $201,588Net Income 2023: $27,6522023Revenue 2024: $214,238Expenses 2024: $211,243Net Income 2024: $2,9952024Revenue 2025: $215,085Expenses 2025: $217,665Net Income 2025: -$2,5802025

Highlighted filing

2015

Revenue$161,487
Expenses$159,075
Net Income$2,412
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 15, 2015
Return Version
2014v6.0
Gross Receipts
$243,165
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular to encourage and foster 1)the development of acquaintance as an opportunity for service; 2)high ethical standards in business and professions; the recognition of the worthiness of all useful occupations, and the dignifying by each rotarian of their occupation as an opportunity to serve society; 3) the application of the ideal of service by every rotarian to their personal, business, and community life; 4) the advancement of international understanding, goodwill and peace through a world fellowship of business and professional people united in the ideal of service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,515$61,772▼ $3,743
Rtn Earn Endowment Incm Other Fnds$59,575$53,814▼ $5,761
Total Assets$65,515$61,772▼ $3,743
Liabilities
Other Liabilities$5,940$7,958▲ $2,018
Total Liabilities$5,940$7,958▲ $2,018
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,575$53,814▼ $5,761
Total Liabilities and Net Assets / Fund Balance$65,515$61,772▼ $3,743
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lynette ShefferAdministratoFT$42,067$42,067

Board Members and Trustees

NameTitle
Bill PritchardPresident
Roger ChristiansPresident-el
Annette MikatDirector
Ben WedroDirector
Dave ClementsDirector
Gary SchettleDirector
Kelly BartonDirector
Kelly Krieg-sigmanDirector
Maria NorbergDirector
Mary Ann GschwindDirector
Rob PalmbergDirector
Steve DollDirector
Jeff OdomPast Preside
Jodi WiduchSecretary
John WettsteinSergeant-at-
Todd RestelTreasurer
Patt BogeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$136,046
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$25,439
Change in Net Assets
$2,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,448
Salaries, Compensation, and Employee Benefits$46,627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,550$10,517-$42,067
All Other Expenses$12,716--$12,716
Payroll Taxes$2,473$825-$3,298
Other Expenses$3,000--$3,000
Information Technology$2,038--$2,038
Pension Plan Contributions$946$316-$1,262
Fees for Services Accounting$925$309-$1,234
Insurance$591--$591
Total Functional Expenses$147,108$11,967$0$159,075
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,796
Fundraising Direct Expenses$81,678
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fruit Basket$34,103$34,103$16,338$17,765
Rotary Works Fo$18,540$18,540$18,538$2
Total Events$99,546$99,546$81,428$18,118
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$7,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Board members are appointed by their fellow rotarians.

Form 990, Page 6, Part VI, Line 7B

Decisions are approved by the board members only.

Form 990, Page 6, Part VI, Line 11B

The current treasurer reviews the 990 and then reports to the board regarding the filing.

Form 990, Page 6, Part VI, Line 15A

Upon intial hiring research was done to determine comparability of compensation, with periodic comparisions preformed afterwards. Compensation increases are based upon performance and the need to retain.

Form 990, Page 6, Part VI, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rotary Club of La Crosse
EIN
39-6076868
Phone
6085264491
Address
PO BOX 1914, LA CROSSE, WI 54602

Signing Officer

Name
Bill Pritchard
Title
President
Phone
6085264491
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
1

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Edward R Jaekel
Phone
6087818712
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular to encourage and foster 1)the development of acquaintance as an opportunity for service; 2)high ethical standards in business and professions; the recognition of the worthiness of all useful occupations, and the dignifying by each rotarian of their occupation as an opportunity to serve society; 3) the application of the ideal of service by every rotarian to their personal, business, and community life; 4) the advancement of international understanding, goodwill and peace through a world fellowship of business and professional people united in the ideal of service.

Form 990, Part XI, Line 9

Cash/accrual adjustment 8,173

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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018118
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2GROUP STUDY & YOUTH EXCHA
IRS990/OtherExpensesGrp/Desc3ROTARY WORKS CLUB DONATIO
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IRS990/OtherExpensesGrp/ProgramServicesAmt123793
IRS990/OtherExpensesGrp/ProgramServicesAmt23375
IRS990/OtherExpensesGrp/ProgramServicesAmt33000
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IRS990/OtherExpensesGrp/TotalAmt123793
IRS990/OtherExpensesGrp/TotalAmt23375
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IRS990/OtherRevenueMiscGrp/Desc1WEEKLY RAFFLE
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12312
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21270
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12312
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0316
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0946
IRS990/PensionPlanContributionsGrp/TotalAmt01262
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IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0139115
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IRS990/PYOtherExpensesAmt0112344
IRS990/PYOtherRevenueAmt015792
IRS990/PYRevenuesLessExpensesAmt0-3385
IRS990/PYSalariesCompEmpBnftPaidAmt045948
IRS990/PYTotalExpensesAmt0158292
IRS990/PYTotalRevenueAmt0154907
IRS990/ReconcilationRevenueExpnssAmt02412
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRUIT BASKET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROTARY WORKS FO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt046903
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt046903
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR TO ENCOURAGE AND FOSTER 1)THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; 2)HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING BY EACH ROTARIAN OF THEIR OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; 3) THE APPLICATION OF THE IDEAL OF SERVICE BY EVERY ROTARIAN TO THEIR PERSONAL, BUSINESS, AND COMMUNITY LIFE; 4) THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PEOPLE UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE APPOINTED BY THEIR FELLOW ROTARIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE APPROVED BY THE BOARD MEMBERS ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CURRENT TREASURER REVIEWS THE 990 AND THEN REPORTS TO THE BOARD REGARDING THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON INTIAL HIRING RESEARCH WAS DONE TO DETERMINE COMPARABILITY OF COMPENSATION, WITH PERIODIC COMPARISIONS PREFORMED AFTERWARDS. COMPENSATION INCREASES ARE BASED UPON PERFORMANCE AND THE NEED TO RETAIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CASH/ACCRUAL ADJUSTMENT 8,173
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt065515
IRS990/TotalAssetsEOYAmt061772
IRS990/TotalAssetsGrp/BOYAmt065515
IRS990/TotalAssetsGrp/EOYAmt061772
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0136046
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147108
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05940
IRS990/TotalLiabilitiesEOYAmt07958
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053814
IRS990/TotalProgramServiceExpensesAmt0147108
IRS990/TotalReportableCompFromOrgAmt042067
IRS990/TotalRevenueGrp/ExclusionAmt018118
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07323
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161487
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt065515
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061772
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.ROTARYCLUBOFLACROSSE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL PRITCHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06085264491
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LA CROSSE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076868
ReturnHeader/Filer/PhoneNum06085264491
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1914
ReturnHeader/Filer/USAddress/CityNm0LA CROSSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271421972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 MAIN ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-18

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.09$1.18$2.15$2.18$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.09$1.21$2.14$2.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.11$1.18$2.29$2.02$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.08$0.90$1.97$1.59$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.20$0.53$0.82$1.23$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.96$1.70$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.68$2.11$2.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.08$0.66$1.99$1.89$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.10$0.56$1.77$1.73$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.15$0.52$1.69$1.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.08$0.54$1.61$1.59$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.06$0.60$1.55$1.58$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.63$1.75$1.56$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.43$1.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.41$1.55