Civic Intelligence

Sheboygan Rotary Club Foundation Inc.

990EZ • Fiscal year 2017 • EIN 39-6077288

Jul 01, 2016 to Jun 30, 2017 • Filed on May 02, 2018

Organization ProfileWWW.SHEBOYGANROTARY.COM
PO Box 1172Sheboygan, WI 53082-1172

(920) 458-9151

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$141,802

Up $15,551 (+12%) from 2016

Net Assets

Up

$131,802

Up $5,551 (+4.4%) from 2016

Liabilities

Up

$10,000

Up $10,000 from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin77th percentile

Revenue

Down

$29,592

Down $19,952 (-40%) from 2016

Expenses

Down

$23,253

Down $6,102 (-21%) from 2016

Net Income

Down

$6,339

Down $13,850 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2011: $61,529Liabilities 2011: $106Net Assets 2011: $61,4232011Assets 2012: $94,329Liabilities 2012: $11,350Net Assets 2012: $82,9792012Assets 2013: $101,221Liabilities 2013: $10,333Net Assets 2013: $90,8882013Assets 2014: $95,470Liabilities 2014: $5,167Net Assets 2014: $90,3032014Assets 2015: $114,745Liabilities 2015: $0Net Assets 2015: $114,7452015Assets 2016: $126,251Liabilities 2016: $0Net Assets 2016: $126,2512016Assets 2017: $141,802Liabilities 2017: $10,000Net Assets 2017: $131,8022017Assets 2018: $225,667Liabilities 2018: $10,000Net Assets 2018: $215,6672018Assets 2019: $246,714Liabilities 2019: $17,9042019Assets 2020: $305,066Liabilities 2020: $12,795Net Assets 2020: $292,2712020Assets 2021: $399,425Liabilities 2021: $1,7962021Assets 2022: $416,991Liabilities 2022: $0Net Assets 2022: $416,9912022Assets 2023: $431,955Liabilities 2023: $3,000Net Assets 2023: $428,9552023Assets 2024: $398,672Liabilities 2024: $39,000Net Assets 2024: $359,6722024Assets 2025: $422,658Liabilities 2025: $26,010Net Assets 2025: $396,6482025

Highlighted filing

2017

Assets$141,802
Liabilities$10,000
Net Assets$131,802
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $36,742Expenses 2011: $8,857Net Income 2011: $27,8852011Revenue 2012: $55,250Expenses 2012: $33,694Net Income 2012: $21,5562012Revenue 2013: $32,709Expenses 2013: $24,800Net Income 2013: $7,9092013Revenue 2014: $33,660Expenses 2014: $34,245Net Income 2014: -$5852014Revenue 2015: $52,324Expenses 2015: $14,453Net Income 2015: $37,8712015Revenue 2016: $49,544Expenses 2016: $29,355Net Income 2016: $20,1892016Revenue 2017: $29,592Expenses 2017: $23,253Net Income 2017: $6,3392017Revenue 2018: $103,646Expenses 2018: $25,457Net Income 2018: $78,1892018Revenue 2019: $59,404Expenses 2019: $49,194Net Income 2019: $10,2102019Revenue 2020: $111,735Expenses 2020: $51,813Net Income 2020: $59,9222020Revenue 2021: $101,139Expenses 2021: $37,676Net Income 2021: $63,4632021Revenue 2022: $134,901Expenses 2022: $77,994Net Income 2022: $56,9072022Revenue 2023: $98,287Expenses 2023: $102,132Net Income 2023: -$3,8452023Revenue 2024: $116,350Expenses 2024: $211,425Net Income 2024: -$95,0752024Revenue 2025: $71,405Expenses 2025: $51,219Net Income 2025: $20,1862025

Highlighted filing

2017

Revenue$29,592
Expenses$23,253
Net Income$6,339
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 2, 2018
Return Version
2016v3.0
Gross Receipts
$29,592
Mission and Program Overview

Mission

The foundation was organized for the furtherance of charitable, religious, educational and scientific purposes

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$10,000$10,000
COMMON HOPE, ROTARY PROJECT$7,820$7,820
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG WEGGEMANPresident-$0--
RYAN GARTMANTreasurer-$0--
KELLY HEYNTrustee-$0--
DAVE HOFFMANTrustee-$0--
SUE KIEFFERTrustee-$0--
CARL RICKMEIERTrustee-$0--
STEVE SCHARRERTrustee-$0--
JUDY SLAWNYTrustee-$0--
HELEN STANSKASTrustee-$0--
GERRY VAN DE KREEKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheboygan Rotary Club Foundation Inc
EIN
39-6077288
Phone
9204589151
Address
PO BOX 1172, SHEBOYGAN, WI 53082-1172

Signing Officer

Name
Ryan Gartman
Title
Treasurer
Phone
9204589151
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2124 KOHLER MEMORIAL DR STE 200, SHEBOYGAN, WI 53081
Preparer
Ryan Gartman
Phone
9204589151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 10. Description: dividends. Amount: 1,833. Total included on form 990-ez, line 4: 1,843.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: lakeshore technical college foundation. Grantee address: 1290 north avenue cleveland, wi 53015. Grantee relationship: none. Property description: cash. Date of gift: 11/18/16. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: university of wisconsin. Grantee address: 333 e campus mall #9 madison, wi 53715. Grantee relationship: none. Property description: cash. Date of gift: 08/16/16. Amount given: 4,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: rotary project. Grantee name: common hope. Grantee address: 1400 energy park drive, suite 23 st. Paul, mn 55108. Grantee relationship: none. Property description: cash. Date of gift: 02/08/17. Amount given: 1,080.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: university of wisconsin. Grantee address: 333 e campus mall #9 madison, wi 53715. Grantee relationship: none. Property description: cash. Date of gift: 01/17/17. Amount given: 4,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: rotary project. Grantee name: common hope. Grantee address: 1400 energy park drive, suite 23 st. Paul, mn 55108. Grantee relationship: none. Property description: cash. Date of gift: 03/02/17. Amount given: 6,740. Total included on form 990-ez, line 10: 17,820.”

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

“Description: office, insurance and dues. Amount: 242. Description: flag project expenses. Amount: 4,471. Description: investment fees. Amount: 550. Total to form 990-ez, line 16: 5,263.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss on investment. Amount: 9,212. Description: prior period adjustment (scholarships payable). Amount: -10,000. Total to form 990-ez, line 20: -788.”

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

“Description: other receivable. Beg. Of year amount: 11,833. End of year amount: 3,500.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: scholarships payable. Beg. Of year amount: 0. End of year amount: 10,000.”

Raw XML Appendix237 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RYAN GARTMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09204589151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02124 KOHLER MEMORIAL DRIVE SUITE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHEBOYGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053081
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021399
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06339
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141802
IRS990EZ/FundraisingGrossIncomeAmt06350
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017820
IRS990EZ/GrossReceiptsAmt029592
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01843
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126251
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126251
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG WEGGEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN GARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY HEYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVE HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE KIEFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARL RICKMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE SCHARRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUDY SLAWNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HELEN STANSKAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GERRY VAN DE KREEKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011833
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03500
IRS990EZ/OtherChangesInNetAssetsAmt0-788
IRS990EZ/OtherExpensesTotalAmt05263
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ORGANIZED FOR THE FURTHERANCE OF CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMON HOPE, ROTARY PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17820
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17820
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt06350
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023253
IRS990EZ/TotalProgramServiceExpensesAmt017820
IRS990EZ/TotalRevenueAmt029592
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHEBOYGANROTARY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0135240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01843
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01843
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02315
IRS990ScheduleA/InvestmentIncomeCYPct00.01090
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98910
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt0209597
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027749
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041071
IRS990ScheduleA/Total509Grp/TotalAmt0209597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 10. DESCRIPTION: DIVIDENDS. AMOUNT: 1,833. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: LAKESHORE TECHNICAL COLLEGE FOUNDATION. GRANTEE ADDRESS: 1290 NORTH AVENUE CLEVELAND, WI 53015. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/18/16. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: UNIVERSITY OF WISCONSIN. GRANTEE ADDRESS: 333 E CAMPUS MALL #9 MADISON, WI 53715. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/16/16. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: ROTARY PROJECT. GRANTEE NAME: COMMON HOPE. GRANTEE ADDRESS: 1400 ENERGY PARK DRIVE, SUITE 23 ST. PAUL, MN 55108. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/08/17. AMOUNT GIVEN: 1,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: UNIVERSITY OF WISCONSIN. GRANTEE ADDRESS: 333 E CAMPUS MALL #9 MADISON, WI 53715. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/17/17. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: ROTARY PROJECT. GRANTEE NAME: COMMON HOPE. GRANTEE ADDRESS: 1400 ENERGY PARK DRIVE, SUITE 23 ST. PAUL, MN 55108. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/02/17. AMOUNT GIVEN: 6,740. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: OFFICE, INSURANCE AND DUES. AMOUNT: 242. DESCRIPTION: FLAG PROJECT EXPENSES. AMOUNT: 4,471. DESCRIPTION: INVESTMENT FEES. AMOUNT: 550. TOTAL TO FORM 990-EZ, LINE 16: 5,263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: 9,212. DESCRIPTION: PRIOR PERIOD ADJUSTMENT (SCHOLARSHIPS PAYABLE). AMOUNT: -10,000. TOTAL TO FORM 990-EZ, LINE 20: -788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: OTHER RECEIVABLE. BEG. OF YEAR AMOUNT: 11,833. END OF YEAR AMOUNT: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN GARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09204589151
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEBOYGAN ROTARY CLUB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEB
ReturnHeader/Filer/EIN0396077288
ReturnHeader/Filer/PhoneNum09204589151
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1172
ReturnHeader/Filer/USAddress/CityNm0SHEBOYGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530821172
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB3B487CF876E6D678714254ABF4DA4E0998236E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BDEB41F530CE94BFD87034C63419186A66044343
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:47:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02124 KOHLER MEMORIAL DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204589151
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN GARTMAN
ReturnHeader/ReturnTs02018-05-04T16:34:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,802
Liabilities
$10,000
Net assets
$131,802
Revenue
$29,592
Expenses
$23,253
Net income
$6,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.23$0.26$3.97$0.71$0.51$0.20
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.39$3.60$1.16$2.11$0.95
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.03$4.29$0.98$1.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$1.35$0.78$0.57
2021Summary only. Only limited summary data is available for this year.$3.99$0.02$1.01$0.38$0.63
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.13$2.92$1.12$0.52$0.60
2019Summary only. Only limited summary data is available for this year.$2.47$0.18$0.59$0.49$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.10$2.16$1.04$0.25$0.78
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.10$1.32$0.30$0.23$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.50$0.29$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.52$0.14$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.05$0.90$0.34$0.34$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.10$0.91$0.33$0.25$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.11$0.83$0.55$0.34$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.61$0.37$0.09$0.28