Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary International - Oconomowoc
990EZ • Fiscal year 2014 • EIN 39-6076885
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Up$10,222
Up $881 (+9.4%) from 2013
Net Assets
Up$10,222
Up $3,329 (+48%) from 2013
Liabilities
Down$0
Down $2,448 (-100%) from 2013
Revenue And Expenses
Revenue
Up$88,923
Up $8,338 (+10%) from 2013
Expenses
Up$85,594
Up $2,675 (+3.2%) from 2013
Net Income
Up$3,329
Up $5,663 (+243%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Nov 19, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $88,923
Mission and Program Overview
Mission
Civic and international services
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNDRAISING - GIFT BOOK COSTS AND EVENT COSTS | $21,150 | - |
| CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS | $20,519 | - |
| OTHER SERVICE PROGRAM EXPENSES | $3,732 | - |
| INTERNATIONAL SERVICE PROJECTS | $858 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Glenn Hanon | Vice President | PT | $0 | - | - |
| Roger Mayer | Director | PT | $0 | - | - |
| Mike Herro | President Elect | PT | $0 | - | - |
| EDWIN JOHNSON | Director | PT | $0 | - | - |
| SARAH WILLIAMS-BERG | Director | PT | $0 | - | - |
| Rick Ornberg | Secretary | PT | $0 | - | - |
| Paula Jacobs | Past President | PT | $0 | - | - |
| Rick Eckert | President | PT | $0 | - | - |
| Sara Armao | Director | PT | $0 | - | - |
| Bill Lentz | Treasurer | PT | $0 | - | - |
| Joel Lammers | Director | PT | $0 | - | - |
| Nancy Waters | Director | PT | $0 | - | - |
| John Scambler | Director | PT | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 39-6076885
Signing Officer
- Name
- Daniel a Gotter
- Title
- Past President
- Signed
- 2014-11-19
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- James K Holsen CPA
- Phone
- 2625676540
Supplemental Narrative
Additional Explanations
Other Expenses.1
“Program services - part iii $46259”
Other Expenses.2
“Dues-district, inter & other $36252”
Other Expenses.3
“CHANGE OF GUARD $1050”
Other Expenses.4
“MISCELLANEOUS $265”
Other Assets.1
“Accounts Receivable - Beginning $8758 Accounts Receivable - Ending $6209”
Total Liabilities.1
“Accounts payable - Beginning $2448 Accounts payable - Ending $0”
Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DANIEL A GOTTER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2625676540 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1040 OCONOMOWOC PARKWAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | OCONOMOWOC |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 53066 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 583 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4013 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 260 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3329 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 9341 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 10222 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 88923 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 42063 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 6893 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 10222 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 6893 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 10222 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1680 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Glenn Hanon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Roger Mayer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Mike Herro |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | EDWIN JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SARAH WILLIAMS-BERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Rick Ornberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Paula Jacobs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Rick Eckert |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Sara Armao |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Bill Lentz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Joel Lammers |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Nancy Waters |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | John Scambler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 8758 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6209 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 83826 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CIVIC AND INTERNATIONAL SERVICES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 88 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46600 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDRAISING - GIFT BOOK COSTS AND EVENT COSTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | INTERNATIONAL SERVICE PROJECTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | OTHER SERVICE PROGRAM EXPENSES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 21150 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 20519 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 858 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 3732 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2448 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 85594 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 46259 |
| IRS990EZ/TotalRevenueAmt | 0 | 88923 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | www.oconomowocrotary.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PROGRAM SERVICES - PART III $46259 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DUES-DISTRICT, INTER & OTHER $36252 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CHANGE OF GUARD $1050 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MISCELLANEOUS $265 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Receivable - Beginning $8758 Accounts Receivable - Ending $6209 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Accounts payable - Beginning $2448 Accounts payable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL A GOTTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PAST PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ROTARY INTERNATIONAL - OCONOMOWOC |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 396076885 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 112 |
| ReturnHeader/Filer/USAddress/City | 0 | OCONOMOWOC |
| ReturnHeader/Filer/USAddress/State | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 53066 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WINTER KLOMAN MOTER AND REPP SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1040 OCONOMOWOC PKWY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | OCONOMOWOC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 53066 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2625676540 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | James K Holsen CPA |
| ReturnHeader/ReturnTs | 0 | 2014-11-19T14:20:26-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $10,222
- Liabilities
- $0
- Net assets
- $10,222
- Revenue
- $88,923
- Expenses
- $85,594
- Net income
- $3,329