Civic Intelligence

Rotary International - Oconomowoc

990EZ • Fiscal year 2020 • EIN 39-6076885

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2020

Organization ProfileWWW.OCONOMOWOCROTARY.ORG
PO Box 112Oconomowoc, WI 53066

(262) 544-2000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

2.7%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$9,623

Up $1,687 (+21%) from 2019

Net Assets

Up

$9,623

Up $1,687 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

Down

$61,586

Down $9,021 (-13%) from 2019

Expenses

Down

$59,899

Down $18,170 (-23%) from 2019

Net Income

Up

$1,687

Up $9,149 (+123%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$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

2020

Assets$9,623
Liabilities$0
Net Assets$9,623
Open 2020 Filing

Operations Trend

Revenue Growth51st percentile

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

2020

Revenue$61,586
Expenses$59,899
Net Income$1,687
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.0
Gross Receipts
$61,586
Mission and Program Overview

Mission

Civic and international services

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS-$15,925
FUND RAISING EXPENSES- EVENT COSTS-$15,468
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN PEHLERPresident-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kevin Pehler
Title
President
Phone
2625442000
Signed
2020-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19 W24400 RIVERWOOD DR SUITE 200, WAUKESHA, WI 53188
Preparer
William H Lentz
Phone
2625442000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Description of other expenses: changing of the guard 206 miscellaneous 2,704 dues- international, district, and other 25,462 program services 31,393 total to form 990-ez, line 16 59,765”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,010 1,964 total 3,010 1,964”

Raw XML Appendix97 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 H 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/BOYAmt04926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07659
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01687
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07936
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09623
IRS990EZ/GrossReceiptsAmt061586
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030227
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07936
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07936
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN PEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03010
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01964
IRS990EZ/OtherExpensesTotalAmt059765
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND INTERNATIONAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0134
IRS990EZ/ProgramServiceRevenueAmt031359
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND RAISING EXPENSES- EVENT COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015925
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059899
IRS990EZ/TotalProgramServiceExpensesAmt031393
IRS990EZ/TotalRevenueAmt061586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCONOMOWOCROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF OTHER EXPENSES: CHANGING OF THE GUARD 206 MISCELLANEOUS 2,704 DUES- INTERNATIONAL, DISTRICT, AND OTHER 25,462 PROGRAM SERVICES 31,393 TOTAL TO FORM 990-EZ, LINE 16 59,765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,010 1,964 TOTAL 3,010 1,964
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN PEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625442000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL- OCONOMOWOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076885
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 112
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A3B35A2A9FDF273DF66718DDCE82838BDBCAF8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A3B35A2A9FDF273DF66718DDCE82838BDBCAF8F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.136.5.250
ReturnHeader/FilingSecurityInformation/IPDt02020-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391557315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDALORO SMITH & KRUEGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19 W24400 RIVERWOOD DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625442000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H LENTZ
ReturnHeader/ReturnTs02020-10-26T14:25:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,623
Liabilities
$0
Net assets
$9,623
Revenue
$61,586
Expenses
$59,899
Net income
$1,687
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