Civic Intelligence

Rotary International - Oconomowoc

990EZ • Fiscal year 2018 • EIN 39-6076885

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 24, 2018

Organization Profilewww.oconomowocrotary.org
PO Box 112Oconomowoc, WI 53066

(262) 567-6540

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-13%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$15,398

Up $993 (+6.9%) from 2017

Net Assets

Up

$15,398

Up $993 (+6.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$81,663

Down $12,388 (-13%) from 2017

Expenses

Down

$80,670

Down $20,912 (-21%) from 2017

Net Income

Up

$993

Up $8,524 (+113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$15,398
Liabilities$0
Net Assets$15,398
Open 2018 Filing

Operations Trend

Revenue Growth26th 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

2018

Revenue$81,663
Expenses$80,670
Net Income$993
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$81,663
Mission and Program Overview

Mission

Civic and international services

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS$18,549-
FUNDRAISING - GIFT BOOK COSTS AND EVENT COSTS$17,330-
OTHER SERVICE PROGRAM EXPENSES$5,244-
INTERNATIONAL SERVICE PROJECTS$131-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin PehlerVice PresidentPT$0--
John ScamblerDirectorPT$0--
Sarah ButzPast PresidentPT$0--
Angie BolsonPresidentPT$0--
Sarah Williams-BergDirectorPT$0--
MariBeth BushDirectorPT$0--
Eric RuizDirectorPT$0--
Joel LammersSecretaryPT$0--
Bill LentzTreasurerPT$0--
Tom PaschPresident ElectPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel a Gotter
Title
Past President
Signed
2018-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Schenck Sc
Address
200 EAST WASHINGTON STREET, APPLETON, WI 54912
Preparer
James K Holsen CPA
Phone
2627979050
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program services - part iii $41254”

Other Expenses.2

“Dues-district, inter & other $35052”

Other Expenses.3

“Change of the Guard $2791”

Other Expenses.4

“MISCELLANEOUS $1263”

Other Expenses.6

“Training $98”

Other Assets.1

“Accounts Receivable - Beginning $6315 Accounts Receivable - Ending $3544”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL A GOTTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02625676540
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08090
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0993
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt081663
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041128
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015398
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015398
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
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/PersonNm0Kevin Pehler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Scambler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Butz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angie Bolson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Williams-Berg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MariBeth Bush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Eric Ruiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joel Lammers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bill Lentz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tom Pasch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06315
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03544
IRS990EZ/OtherExpensesTotalAmt080458
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND INTERNATIONAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0212
IRS990EZ/ProgramServiceRevenueAmt040535
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER SERVICE PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017330
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118549
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2131
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35244
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080670
IRS990EZ/TotalProgramServiceExpensesAmt041254
IRS990EZ/TotalRevenueAmt081663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.oconomowocrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICES - PART III $41254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES-DISTRICT, INTER & OTHER $35052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change of the Guard $2791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $1263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Training $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $6315 Accounts Receivable - Ending $3544
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A GOTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
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/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054912
ReturnHeader/PreparerPersonGrp/PhoneNum02627979050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Holsen CPA
ReturnHeader/ReturnTs02018-09-24T09:25:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,398
Liabilities
$0
Net assets
$15,398
Revenue
$81,663
Expenses
$80,670
Net income
$993
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