Civic Intelligence

Sheboygan Rotary Club Foundation Inc.

990EZ • Fiscal year 2022 • EIN 39-6077288

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

PO Box 1172Sheboygan, WI 53082-1172

(414) 416-0725

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$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)3 • <$500k nonprofits • Source year 2022

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

33%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$416,991

Flat from 2022

Net Assets

Flat

$416,991

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Flat

$134,901

Flat from 2022

Expenses

Flat

$77,994

Flat from 2022

Net Income

Flat

$56,907

Flat from 2022

Historical Trend

Balance Sheet Trend

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 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

2022

Assets$416,991
Liabilities$0
Net Assets$416,991

Operations Trend

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 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

2022

Revenue$134,901
Expenses$77,994
Net Income$56,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$134,901
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Scholarships $0$73,445$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen ScharrerPresident-$0--
Terry SchachtTreasurer-$0--
Jane BrillTrustee-$0--
Peter DietzTrustee-$0--
Sheryl DyksterhouseTrustee-$0--
Bill LinnTrustee-$0--
Jeff TauscheckTrustee-$0--
Deb WenteTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Project$14,818$14,818$2,766$12,052
Small Plates$6,873$6,873$0$6,873
Total Events$21,691$21,691$2,766$18,925
Filing and Contact Details

Filer

Filer Name
Sheboygan Rotary Club Foundation Inc
EIN
39-6077288
Phone
4144160725
Address
PO Box 1172, Sheboygan, WI 53082-1172

Signing Officer

Name
Terry Schacht
Title
Treasurer
Phone
4144160725
Signed
2022-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4

Dividends $4,081 Interest $15

Form 990-EZ, Part I, Line 8

Return of Rotary International District 6270 Project monies

Form 990-EZ, Part I, Line 10

Sheboygan County Historical Research Center $2,500

Form 990-EZ, Part I, Line 10 Cont.

Town of Sheboygan Mahler Park tree project $3,000 City of Sheboygan tree project $34,270 Village of Cleveland tree project $10,000 Rotary Club of Milwaukee water project $3,000 Village of Elkhart Lake tree project $5,900 City of Sheboygan Falls tree project $13,275 Rotary International Ukraine Disaster Relief Fund $1,500

Form 990-EZ, Part I, Line 16

Description;Amount^Insurance;510|Advertising expenses;475|Investment fees;2940|Office;302^Total;4227^

Form 990-EZ, Part I, Line 20

Unrealized loss on investment

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;18756^Total;18756^

Raw XML Appendix302 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021691
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018925
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dividends $4,081 Interest $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Return of Rotary International District 6270 Project monies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sheboygan County Historical Research Center $2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Town of Sheboygan Mahler Park tree project $3,000 City of Sheboygan tree project $34,270 Village of Cleveland tree project $10,000 Rotary Club of Milwaukee water project $3,000 Village of Elkhart Lake tree project $5,900 City of Sheboygan Falls tree project $13,275 Rotary International Ukraine Disaster Relief Fund $1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description;Amount^Insurance;510|Advertising expenses;475|Investment fees;2940|Office;302^Total;4227^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Unrealized loss on investment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description;EOY Amount^Accounts Receivable;18756^Total;18756^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 Cont.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Terry Schacht
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04144160725
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEBOYGAN ROTARY CLUB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEB
ReturnHeader/Filer/EIN0396077288
ReturnHeader/Filer/PhoneNum04144160725
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1172
ReturnHeader/Filer/USAddress/CityNm0Sheboygan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530821172
ReturnHeader/ReturnTs02022-11-15T00:00:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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