Civic Intelligence

Rotary International - Oconomowoc

EIN 39-6076885 • 501(c)4 • Oconomowoc, WI

Profile

Civic and international services

PO Box 112Oconomowoc, WI 53066

www.oconomowocrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-1.2%

Higher net margin than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2017

Asset Growth

36th percentile

-8.1%

Faster asset growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$14,496

Down $1,281 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$14,496

Down $1,281 (-8.1%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin43rd percentile

Revenue

Up

$105,292

Up $21,390 (+25%) from 2023

Expenses

Up

$106,573

Up $20,042 (+23%) from 2023

Net Income

Up

-$1,281

Up $1,348 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$30K$20K$10K$0Assets 2011: $14,551Liabilities 2011: $250Net Assets 2011: $14,3012011Assets 2012: $10,038Liabilities 2012: $811Net Assets 2012: $9,2272012Assets 2013: $9,341Liabilities 2013: $2,448Net Assets 2013: $6,8932013Assets 2014: $10,222Liabilities 2014: $0Net Assets 2014: $10,2222014Assets 2015: $15,134Liabilities 2015: $0Net Assets 2015: $15,1342015Assets 2016: $21,936Liabilities 2016: $0Net Assets 2016: $21,9362016Assets 2017: $14,405Liabilities 2017: $0Net Assets 2017: $14,4052017Assets 2018: $15,398Liabilities 2018: $0Net Assets 2018: $15,3982018Assets 2019: $7,936Liabilities 2019: $0Net Assets 2019: $7,9362019Assets 2020: $9,623Liabilities 2020: $0Net Assets 2020: $9,6232020Assets 2021: $13,498Liabilities 2021: $0Net Assets 2021: $13,4982021Assets 2022: $18,406Liabilities 2022: $0Net Assets 2022: $18,4062022Assets 2023: $15,777Liabilities 2023: $0Net Assets 2023: $15,7772023Assets 2024: $14,496Liabilities 2024: $0Net Assets 2024: $14,4962024

Highlighted filing

2024

Assets$14,496
Liabilities$0
Net Assets$14,496
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $82,513Expenses 2011: $92,728Net Income 2011: -$10,2152011Revenue 2012: $67,464Expenses 2012: $72,538Net Income 2012: -$5,0742012Revenue 2013: $80,585Expenses 2013: $82,919Net Income 2013: -$2,3342013Revenue 2014: $88,923Expenses 2014: $85,594Net Income 2014: $3,3292014Revenue 2015: $108,391Expenses 2015: $103,479Net Income 2015: $4,9122015Revenue 2016: $98,262Expenses 2016: $91,460Net Income 2016: $6,8022016Revenue 2017: $94,051Expenses 2017: $101,582Net Income 2017: -$7,5312017Revenue 2018: $81,663Expenses 2018: $80,670Net Income 2018: $9932018Revenue 2019: $70,607Expenses 2019: $78,069Net Income 2019: -$7,4622019Revenue 2020: $61,586Expenses 2020: $59,899Net Income 2020: $1,6872020Revenue 2021: $29,663Expenses 2021: $25,788Net Income 2021: $3,8752021Revenue 2022: $85,283Expenses 2022: $80,375Net Income 2022: $4,9082022Revenue 2023: $83,902Expenses 2023: $86,531Net Income 2023: -$2,6292023Revenue 2024: $105,292Expenses 2024: $106,573Net Income 2024: -$1,2812024

Highlighted filing

2024

Revenue$105,292
Expenses$106,573
Net Income-$1,281
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$14,496
Liabilities
$0
Net assets
$14,496
Revenue
$105,292
Expenses
$106,573
Net income
-$1,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.05$1.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.84$0.87$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.85$0.80$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.30$0.26$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.62$0.60$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.71$0.78$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.82$0.81$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.94$1.02$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.98$0.91$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.08$1.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.89$0.86$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.02$0.07$0.81$0.83$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.01$0.09$0.67$0.73$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.14$0.83$0.93$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 25, 2024
Return Version
2023v5.0
Gross Receipts
$105,292
Mission and Program Overview

Mission

Civic and international services

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCAL NON PROFITS$44,047$106,347
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE LEWIS-TSCHANNENPresident-$0--
RICK ORNBERGSecretary-$0--
WILLIAM LENTZTreasurer-$0--
SARAH WILLIAMS-BERGDirector-$0--
KATIE QUIRKDirector-$0--
JOHN SCAMBLERDirector-$0--
JOEL LAMMERSDirector-$0--
COLE RUSSELLDirector-$0--
JACKIE FOTIDirector-$0--
KEVIN PEHLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International- Oconomowoc
EIN
39-6076885
Phone
2625442000
Address
PO BOX 112, OCONOMOWOC, WI 53066

Signing Officer

Name
Bonnie Lewis-tschannen
Title
President
Phone
2625442000
Signed
2024-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19W24200 RIVERWOOD DR STE 310, WAUKESHA, WI 53188-1166
Preparer
William H Lentz
Phone
2625442000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Description of other expenses: miscellaneous 1,014 dues- international, district, and other 34,531 program expenses 70,802 total to form 990-ez, line 16 106,347”

Form 990-ez, Part I, Line 8

“Fines and donations 2,171 total 2,171”

Form 990-ez, Part I, Line 16

“Expenses see schedule o 106,347 total 106,347”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,282 2,750 total 4,282 2,750”

Form 990-ez, Part III

“Form 990-ez, part iii, line 28 contributions to local non-profits 44,047 form 990-ez, part iii, line 29 fund raising expenses 26,755”

Form 990-ez, Part IV

“BONNIE LEWIS-TSCHANNEN”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM LENTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02625442000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0512 LA BELLE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011495
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1281
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015777
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014496
IRS990EZ/GrossReceiptsAmt0105292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035216
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015777
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015777
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BONNIE LEWIS-TSCHANNEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK ORNBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM LENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WILLIAMS-BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE QUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN SCAMBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOEL LAMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLE RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACKIE FOTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEVIN PEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04282
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02750
IRS990EZ/OtherExpensesTotalAmt0106347
IRS990EZ/OtherRevenueTotalAmt02171
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND INTERNATIONAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramServiceRevenueAmt067905
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO LOCAL NON PROFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044047
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0106347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106573
IRS990EZ/TotalProgramServiceExpensesAmt0106347
IRS990EZ/TotalRevenueAmt0105292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCONOMOWOCROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF OTHER EXPENSES: MISCELLANEOUS 1,014 DUES- INTERNATIONAL, DISTRICT, AND OTHER 34,531 PROGRAM EXPENSES 70,802 TOTAL TO FORM 990-EZ, LINE 16 106,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINES AND DONATIONS 2,171 TOTAL 2,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SEE SCHEDULE O 106,347 TOTAL 106,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 4,282 2,750 TOTAL 4,282 2,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990-EZ, PART III, LINE 28 CONTRIBUTIONS TO LOCAL NON-PROFITS 44,047 FORM 990-EZ, PART III, LINE 29 FUND RAISING EXPENSES 26,755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BONNIE LEWIS-TSCHANNEN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART IV
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE LEWIS-TSCHANNEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625442000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL- OCONOMOWOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076885
ReturnHeader/Filer/PhoneNum02625442000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 112
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391557315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDALORO SMITH & KRUEGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19W24200 RIVERWOOD DR STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531881166
ReturnHeader/PreparerPersonGrp/PhoneNum02625442000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H LENTZ
ReturnHeader/ReturnTs02024-11-26T10:54:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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