Civic Intelligence

Rotary International

EIN 39-6124677 • 501(c)4 • Mount Horeb, WI

Profile

Community service locally and internationally

PO Box 173Mount Horeb, WI 53572

www.mthorebrotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.10x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

5.4%

Faster revenue growth than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$82,304

Up $21,576 (+36%) from 2024

Liabilities

$4,300

No earlier filing loaded for comparison.

Net Assets

Up

$78,004

Up $17,276 (+28%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin90th percentile

Revenue

Up

$42,399

Up $2,155 (+5.4%) from 2024

Expenses

Down

$25,123

Down $2,026 (-7.5%) from 2024

Net Income

Up

$17,276

Up $4,181 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2012: $13,847Liabilities 2012: $02012Assets 2013: $22,030Liabilities 2013: $02013Assets 2014: $23,073Liabilities 2014: $02014Assets 2015: $13,172Liabilities 2015: $02015Assets 2016: $19,219Liabilities 2016: $02016Assets 2017: $32,770Liabilities 2017: $02017Assets 2018: $28,260Liabilities 2018: $02018Assets 2019: $35,395Liabilities 2019: $0Net Assets 2019: $35,3952019Assets 2020: $32,930Liabilities 2020: $0Net Assets 2020: $32,9302020Assets 2021: $19,069Liabilities 2021: $0Net Assets 2021: $19,0692021Assets 2022: $33,316Liabilities 2022: $0Net Assets 2022: $33,3162022Assets 2023: $47,632Liabilities 2023: $0Net Assets 2023: $47,6322023Assets 2024: $60,728Net Assets 2024: $60,7282024Assets 2025: $82,304Liabilities 2025: $4,300Net Assets 2025: $78,0042025

Highlighted filing

2025

Assets$82,304
Liabilities$4,300
Net Assets$78,004
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $57,313Expenses 2012: $54,752Net Income 2012: $2,5612012Revenue 2013: $51,593Expenses 2013: $43,410Net Income 2013: $8,1832013Revenue 2014: $53,195Expenses 2014: $52,152Net Income 2014: $1,0432014Revenue 2015: $36,762Expenses 2015: $46,663Net Income 2015: -$9,9012015Revenue 2016: $61,717Expenses 2016: $55,670Net Income 2016: $6,0472016Revenue 2017: $69,318Expenses 2017: $55,767Net Income 2017: $13,5512017Revenue 2018: $53,820Expenses 2018: $58,330Net Income 2018: -$4,5102018Revenue 2019: $56,177Expenses 2019: $49,042Net Income 2019: $7,1352019Revenue 2020: $46,147Expenses 2020: $48,612Net Income 2020: -$2,4652020Revenue 2021: $29,180Expenses 2021: $43,041Net Income 2021: -$13,8612021Revenue 2022: $29,630Expenses 2022: $15,383Net Income 2022: $14,2472022Revenue 2023: $37,241Expenses 2023: $22,924Net Income 2023: $14,3172023Revenue 2024: $40,244Expenses 2024: $27,149Net Income 2024: $13,0952024Revenue 2025: $42,399Expenses 2025: $25,123Net Income 2025: $17,2762025

Highlighted filing

2025

Revenue$42,399
Expenses$25,123
Net Income$17,276
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,304
Liabilities
$4,300
Net assets
$78,004
Revenue
$42,399
Expenses
$25,123
Net income
$17,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.3$4.30$78.0$42.4$25.1$17.3
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.7$60.7$40.2$27.1$13.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$37.2$22.9$14.3
2022Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$29.6$15.4$14.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$29.2$43.0$13.9
2020Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$46.1$48.6$2.47
2019Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$56.2$49.0$7.14
2018Summary only. Only limited summary data is available for this year.$28.3$0.00$53.8$58.3$4.51
2017Summary only. Only limited summary data is available for this year.$32.8$0.00$69.3$55.8$13.6
2016Summary only. Only limited summary data is available for this year.$19.2$0.00$61.7$55.7$6.05
2015Summary only. Only limited summary data is available for this year.$13.2$0.00$36.8$46.7$9.90
2014Summary only. Only limited summary data is available for this year.$23.1$0.00$53.2$52.2$1.04
2013Summary only. Only limited summary data is available for this year.$22.0$0.00$51.6$43.4$8.18
2012Summary only. Only limited summary data is available for this year.$13.8$0.00$57.3$54.8$2.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.0
Gross Receipts
$68,251
Mission and Program Overview

Mission

Community service locally and internationally

Program Services

DescriptionGrantsExpenses
GRANTS TO VARIOUS LOCAL GROUPS AND ORGANIZATIONS$9,928$10,194
SCHOLARSHIPS TO CHOSEN GRADUATES FROM MOUNT HOREB HIGH SCHOOL.$4,000$4,324
ROTARY YOUTH EXCHANGE-$1,880
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT YAUCHLERPresident-$0--
ELIZABETH GRABEPresident El-$0--
KEITH WHITETreasurer-$0--
PEGGY ZALUCHASecretary-$0--
STEVE SALERNOBoard Member-$0--
SHAWN BOLLIGBoard Member-$0--
GARY TREEBoard Member-$0--
SARAH STRAKAYouth Exchan-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
10k Raffle$38,692$38,692$1,907$36,785
Super Bowl Brun$12,654$12,654$299$12,355
Total Events$51,346$51,346$25,852$25,494
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-6124677
Phone
6086366586
Address
PO BOX 173, MOUNT HOREB, WI 53572

Signing Officer

Name
Keith White
Title
Treasurer
Signed
2026-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Thousand CPA LLC
Address
125 NORTH BROOKWOOD DR PO BOX 64, MOUNT HOREB, WI 53572
Preparer
Alison M Nimz CPA
Phone
6084596005
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 324 website 420 travel and meetings 450 vision meeting 102 association fees 5,099 guest lunches 297 social events 1,158 exchange student fee 1,300 student rotarians 580 non-investment depreciation 164 total 9,894”

Form 990-ez, Part II, Line 24

“6,653 6,653 less accumulated depreciation 6,244 6,408 total 409 245”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 4,300”

Raw XML Appendix150 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/PersonNm0KEITH WHITE
IRS990EZ/BooksInCareOfDetail/PhoneNum06086366586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 173
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT HOREB
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053572
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060319
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013376
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017276
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01108
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060728
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082304
IRS990EZ/FundraisingGrossIncomeAmt054846
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013928
IRS990EZ/GrossReceiptsAmt068251
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060728
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060728
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078004
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENT YAUCHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH GRABE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEGGY ZALUCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE SALERNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHAWN BOLLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY TREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SARAH STRAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7YOUTH EXCHAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0409
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0245
IRS990EZ/OtherExpensesTotalAmt09894
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE LOCALLY AND INTERNATIONALLY
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO CHOSEN GRADUATES FROM MOUNT HOREB HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO VARIOUS LOCAL GROUPS AND ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY YOUTH EXCHANGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19928
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04324
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110194
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21880
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt025852
IRS990EZ/SpecialEventsNetIncomeLossAmt028994
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025123
IRS990EZ/TotalProgramServiceExpensesAmt016398
IRS990EZ/TotalRevenueAmt042399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTHOREBROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt014763
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt014763
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025852
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm010K RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUPER BOWL BRUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05414
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03439
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025494
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02206
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01907
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0299
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt030
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 324 WEBSITE 420 TRAVEL AND MEETINGS 450 VISION MEETING 102 ASSOCIATION FEES 5,099 GUEST LUNCHES 297 SOCIAL EVENTS 1,158 EXCHANGE STUDENT FEE 1,300 STUDENT ROTARIANS 580 NON-INVESTMENT DEPRECIATION 164 TOTAL 9,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16,653 6,653 LESS ACCUMULATED DEPRECIATION 6,244 6,408 TOTAL 409 245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 4,300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0396124677
ReturnHeader/Filer/PhoneNum06086366586
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 173
ReturnHeader/Filer/USAddress/CityNm0MOUNT HOREB
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053572
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472545935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOUSAND CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 NORTH BROOKWOOD DR PO BOX 64
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT HOREB
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053572
ReturnHeader/PreparerPersonGrp/PhoneNum06084596005
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISON M NIMZ CPA
ReturnHeader/ReturnTs02026-02-26T16:37:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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