Civic Intelligence

Rotary International - Oconomowoc

990EZ • Fiscal year 2022 • EIN 39-6076885

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 06, 2022

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.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

52nd percentile

5.8%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

188%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$18,406

Up $4,908 (+36%) from 2021

Net Assets

Up

$18,406

Up $4,908 (+36%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin52nd percentile

Revenue

Up

$85,283

Up $55,620 (+188%) from 2021

Expenses

Up

$80,375

Up $54,587 (+212%) from 2021

Net Income

Up

$4,908

Up $1,033 (+27%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$18,406
Liabilities$0
Net Assets$18,406
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$85,283
Expenses$80,375
Net Income$4,908
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 6, 2022
Return Version
2021v4.0
Gross Receipts
$85,283
Mission and Program Overview

Mission

Civic and international services

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCAL NON PROFITS$24,619$53,575
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN PEHLERPresident-$0--
RICK ORNBERGSecretary-$0--
WILLIAM LENTZTreasurer-$0--
SARAH WILLIAMS-BERGDirector-$0--
BILL SWENDSONDirector-$0--
JOHN SCAMBLERDirector-$0--
JOEL LAMMERSDirector-$0--
COLE RUSSELLDirector-$0--
JACKIE FOTIDirector-$0--
KATE NIELSENDirector-$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
Kevin Pehler
Title
President
Phone
2625442000
Signed
2022-11-06
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 2,613 dues- international, district, and other 23,975 program expenses 53,575 total to form 990-ez, line 16 80,163”

Form 990-ez, Part I, Line 16

“Expenses see schedule o 80,163 total 80,163”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,903 3,742 total 3,903 3,742”

Form 990-ez, Part III

“Form 990-ez, part iii, line 28 contributions to local non-profits 24,619 form 990-ez, part iii, line 29 fund raising expenses 28,808”

Form 990-ez, Part IV

“JACKIE FOTI”

Raw XML Appendix137 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/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/BOYAmt09595
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04908
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013498
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IRS990EZ/GrossReceiptsAmt085283
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034270
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018406
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018406
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/PersonNm0KEVIN PEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK ORNBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM LENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WILLIAMS-BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL SWENDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN SCAMBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOEL LAMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLE RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACKIE FOTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATE NIELSEN
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/BOYAmt03903
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03742
IRS990EZ/OtherExpensesTotalAmt080163
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC AND INTERNATIONAL SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0212
IRS990EZ/ProgramServiceRevenueAmt051013
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO LOCAL NON PROFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053575
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080375
IRS990EZ/TotalProgramServiceExpensesAmt053575
IRS990EZ/TotalRevenueAmt085283
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCONOMOWOCROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF OTHER EXPENSES: MISCELLANEOUS 2,613 DUES- INTERNATIONAL, DISTRICT, AND OTHER 23,975 PROGRAM EXPENSES 53,575 TOTAL TO FORM 990-EZ, LINE 16 80,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SEE SCHEDULE O 80,163 TOTAL 80,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 3,903 3,742 TOTAL 3,903 3,742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990-EZ, PART III, LINE 28 CONTRIBUTIONS TO LOCAL NON-PROFITS 24,619 FORM 990-EZ, PART III, LINE 29 FUND RAISING EXPENSES 28,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JACKIE FOTI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART IV
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN PEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625442000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-06
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/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/PreparationDt02022-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H LENTZ
ReturnHeader/ReturnTs02023-01-17T10:23:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEHLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,406
Liabilities
$0
Net assets
$18,406
Revenue
$85,283
Expenses
$80,375
Net income
$4,908
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