Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 39-6078359

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
PO Box 103Lake Mills, WI 53551

(920) 648-8914

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

7.3%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$71,542

Up $14,550 (+26%) from 2019

Net Assets

$71,542

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$61,245

Up $4,147 (+7.3%) from 2019

Expenses

Up

$46,695

Up $781 (+1.7%) from 2019

Net Income

Up

$14,550

Up $3,366 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$100K$50K$0Assets 2011: $24,048Net Assets 2011: $24,0482011Assets 2012: $24,728Net Assets 2012: $24,7282012Assets 2013: $18,441Liabilities 2013: $02013Assets 2017: $25,365Liabilities 2017: $02017Assets 2018: $45,598Liabilities 2018: $02018Assets 2019: $56,992Liabilities 2019: $02019Assets 2020: $71,542Liabilities 2020: $0Net Assets 2020: $71,5422020Assets 2021: $58,635Liabilities 2021: $0Net Assets 2021: $58,6352021Assets 2022: $72,028Liabilities 2022: $630Net Assets 2022: $71,3982022Assets 2023: $66,896Liabilities 2023: $1,230Net Assets 2023: $65,6662023Assets 2024: $82,458Liabilities 2024: $434Net Assets 2024: $82,0242024Assets 2025: $67,599Liabilities 2025: $182Net Assets 2025: $67,4172025

Highlighted filing

2020

Assets$71,542
Liabilities$0
Net Assets$71,542
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $38,023Expenses 2011: $46,187Net Income 2011: -$8,1642011Revenue 2012: $34,114Expenses 2012: $33,434Net Income 2012: $6802012Revenue 2013: $29,506Expenses 2013: $36,107Net Income 2013: -$6,6012013Revenue 2017: $52,946Expenses 2017: $51,066Net Income 2017: $1,8802017Revenue 2018: $59,471Expenses 2018: $39,238Net Income 2018: $20,2332018Revenue 2019: $57,098Expenses 2019: $45,914Net Income 2019: $11,1842019Revenue 2020: $61,245Expenses 2020: $46,695Net Income 2020: $14,5502020Revenue 2021: $51,677Expenses 2021: $64,686Net Income 2021: -$13,0092021Revenue 2022: $66,963Expenses 2022: $54,200Net Income 2022: $12,7632022Revenue 2023: $58,728Expenses 2023: $64,460Net Income 2023: -$5,7322023Revenue 2024: $76,467Expenses 2024: $60,109Net Income 2024: $16,3582024Revenue 2025: $49,715Expenses 2025: $64,322Net Income 2025: -$14,6072025

Highlighted filing

2020

Revenue$61,245
Expenses$46,695
Net Income$14,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$94,122
Mission and Program Overview

Mission

Encourage, Extend and Promate Rotary International and to maintain the relations of a member club in Rotary International

Program Services

DescriptionGrantsExpenses
Local Community projects including grants to recreation center, Literacy Council, Local Schools, Free Clinic,Cancer Center, Police and EMS grants, Drug free Colition$21,691-
Youth Scholarships and Leadership Programs$5,000-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian WatsonDirector-$0--
Dave RoedlPresidentPT$0--
Daniel SanftTreasurerPT$0--
Jenn ChristianSecretaryPT$0--
Mick SelckDirector-$0--
Scott TellefsonDirector-$0--
Ken StetsonDirector-$0--
Eli WedelDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer & Wine Tasting$39,679$39,679$1,607$38,072
Cheese Tasting$11,677$11,677$336$11,341
Total Events$60,076$60,076$28,645$31,431
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lake Mills Inc
EIN
39-6078359
Address
PO Box 103, Lake Mills, WI 53551

Signing Officer

Name
Daniel Sanft
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Sanft Accounting and Tax LLC
Address
823 E MAIN ST STE A, WATERTOWN, WI 53094
Preparer
Daniel C Sanft MBA CPA CGMA
Phone
9202618800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1967”

Other Expenses.1

“Meals & Dues - Members $16737”

Other Expenses.2

“Marketing & Speaker Fees $572”

Other Expenses.3

“Storage $413”

Other Expenses.4

“Christmas Party Expense $315”

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Daniel Sanft
IRS990EZ/BooksInCareOfDetail/PhoneNum09206488914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 E Lake St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Mills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053551
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056992
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012335
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056992
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071542
IRS990EZ/FundraisingGrossIncomeAmt067203
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026691
IRS990EZ/GrossReceiptsAmt094122
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014584
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056992
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071542
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056992
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/PersonNm0Brian Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dave Roedl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Daniel Sanft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenn Christian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mick Selck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Scott Tellefson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ken Stetson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Eli Wedel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Encourage, Extend and Promate Rotary International and to maintain the relations of a member club in Rotary International
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Scholarships and Leadership Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Local Community projects including grants to recreation center, Literacy Council, Local Schools, Free Clinic,Cancer Center, Police and EMS grants, Drug free Colition
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121691
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032877
IRS990EZ/SpecialEventsNetIncomeLossAmt034326
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046695
IRS990EZ/TotalProgramServiceExpensesAmt026691
IRS990EZ/TotalRevenueAmt061245
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01475
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01675
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028645
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0775
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Beer & Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cheese Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016887
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01126
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060076
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031431
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04827
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0212
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals & Dues - Members $16737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing & Speaker Fees $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Storage $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Christmas Party Expense $315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Sanft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Lake Mills Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396078359
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 103
ReturnHeader/Filer/USAddress/CityNm0Lake Mills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203763598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANFT ACCOUNTING AND TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 E MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053094
ReturnHeader/PreparerPersonGrp/PhoneNum09202618800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel C Sanft MBA CPA CGMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T20:38:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,542
Liabilities
$0
Net assets
$71,542
Revenue
$61,245
Expenses
$46,695
Net income
$14,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$67.6$0.18$67.4$49.7$64.3$14.6
2024Detailed filing. Detailed filing data is available for this year.$82.5$0.43$82.0$76.5$60.1$16.4
2023Detailed filing. Detailed filing data is available for this year.$66.9$1.23$65.7$58.7$64.5$5.73
2022Detailed filing. Detailed filing data is available for this year.$72.0$0.63$71.4$67.0$54.2$12.8
2021Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$51.7$64.7$13.0
2020Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$61.2$46.7$14.6
2019Summary only. Only limited summary data is available for this year.$57.0$0.00$57.1$45.9$11.2
2018Summary only. Only limited summary data is available for this year.$45.6$0.00$59.5$39.2$20.2
2017Summary only. Only limited summary data is available for this year.$25.4$0.00$52.9$51.1$1.88
2013Summary only. Only limited summary data is available for this year.$18.4$0.00$29.5$36.1$6.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$24.7$34.1$33.4$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$24.0$38.0$46.2$8.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits