Civic Intelligence

Rotary International - Oconomowoc

990EZ • Fiscal year 2019 • EIN 39-6076885

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-48%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-14%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$7,936

Down $7,462 (-48%) from 2018

Net Assets

Down

$7,936

Down $7,462 (-48%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin23rd percentile

Revenue

Down

$70,607

Down $11,056 (-14%) from 2018

Expenses

Down

$78,069

Down $2,601 (-3.2%) from 2018

Net Income

Down

-$7,462

Down $8,455 (-851%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2019

Assets$7,936
Liabilities$0
Net Assets$7,936
Open 2019 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

2019

Revenue$70,607
Expenses$78,069
Net Income-$7,462
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$70,607
Mission and Program Overview

Mission

Civic and international services

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS$0$15,401
FUNDRAISING - GIFT BOOK COSTS AND EVENT COSTS$0$14,565
OTHER SERVICE PROGRAM EXPENSES$0$5,881
INTERNATIONAL SERVICE PROJECTS$0$56
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN PEHLERPresidentPT$0--
RICK ORNBERGSecretaryPT$0--
BILL LENTZTreasurerPT$0--
SARAH WILLIAMS-BERGDirectorPT$0--
BILL SWENDSONDirectorPT$0--
JOHN SCAMBLERDirectorPT$0--
JOEL LAMMERSDirectorPT$0--
COLE RUSSELLDirectorPT$0--
JACKIE FOTIDirectorPT$0--
PAULA JACOBSDirectorPT$0--
KATE NIELSENDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-oconomowoc
EIN
39-6076885
Phone
2625676540
Address
PO BOX 112, OCONOMOWOC, WI 53066

Signing Officer

Name
Daniel a Gotter
Title
Past President
Phone
2625676540
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: change of the guard. Amount: 2,825. Description: micellaneous. Amount: 3,156. Description: dues - district, inter & other. Amount: 35,215. Description: program services. Amount: 35,903. Description: bad debt expense. Amount: 850. Total to form 990-ez, line 16: 77,949.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 3,544. End of year amount: 3,010.”

Raw XML Appendix176 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN PEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK ORNBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL LENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WILLIAMS-BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL SWENDSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOEL LAMMERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAULA JACOBS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt03010
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt077949
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND INTERNATIONAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramServiceRevenueAmt034276
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO LOCALLY SPONSORED NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING - GIFT BOOK COSTS AND EVENT COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER SERVICE PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3INTERNATIONAL SERVICE PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25881
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt356
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt078069
IRS990EZ/TotalProgramServiceExpensesAmt035903
IRS990EZ/TotalRevenueAmt070607
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCONOMOWOCROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHANGE OF THE GUARD. AMOUNT: 2,825. DESCRIPTION: MICELLANEOUS. AMOUNT: 3,156. DESCRIPTION: DUES - DISTRICT, INTER & OTHER. AMOUNT: 35,215. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 35,903. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 850. TOTAL TO FORM 990-EZ, LINE 16: 77,949.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,544. END OF YEAR AMOUNT: 3,010.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A GOTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-OCONOMOWOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396076885
ReturnHeader/Filer/PhoneNum02625676540
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 112
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F630F1EEE6B1AF3350F47F5F27B062EA6FC5A2EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:55:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K HOLSEN CPA
ReturnHeader/ReturnTs02019-12-04T12:45:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,936
Liabilities
$0
Net assets
$7,936
Revenue
$70,607
Expenses
$78,069
Net income
-$7,462
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