Civic Intelligence

Rock River Heritage Inc

EIN 45-3576912 • 501(c)3 • Fort Atkinson, WI

Profile

To preserve and restore significant historical sites to be used for community purposes within the city of fort atkinson, wisconsin and the immediate surrounding area.

211 S Water Street EFort Atkinson, WI 53538

fortatkinsonclub.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$60,064

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-9.0%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-7.6%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,914,909

Down $288,914 (-9.0%) from 2023

Liabilities

Up

$164

Up $302 (+219%) from 2023

Net Assets

Down

$2,914,745

Down $289,216 (-9.0%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Down

$274,514

Down $22,738 (-7.6%) from 2023

Expenses

Up

$337,572

Up $128,877 (+62%) from 2023

Net Income

Down

-$63,058

Down $151,615 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $177,888Liabilities 2011: $02011Assets 2012: $201,091Liabilities 2012: $02012Assets 2013: $245,775Liabilities 2013: $02013Assets 2014: $2,461,964Liabilities 2014: $0Net Assets 2014: $2,461,9642014Assets 2015: $2,869,334Liabilities 2015: $903Net Assets 2015: $2,868,4312015Assets 2016: $2,847,052Liabilities 2016: $1,221Net Assets 2016: $2,845,8312016Assets 2017: $2,845,851Liabilities 2017: $1,566Net Assets 2017: $2,844,2842017Assets 2018: $2,818,993Liabilities 2018: $2,891Net Assets 2018: $2,816,1022018Assets 2019: $2,829,548Liabilities 2019: $2,342Net Assets 2019: $2,827,2062019Assets 2020: $2,930,507Liabilities 2020: $20,371Net Assets 2020: $2,910,1362020Assets 2021: $3,296,223Liabilities 2021: $1,619Net Assets 2021: $3,294,6042021Assets 2022: $3,115,266Liabilities 2022: -$138Net Assets 2022: $3,115,4042022Assets 2023: $3,203,823Liabilities 2023: -$138Net Assets 2023: $3,203,9612023Assets 2024: $2,914,909Liabilities 2024: $164Net Assets 2024: $2,914,7452024

Highlighted filing

2024

Assets$2,914,909
Liabilities$164
Net Assets$2,914,745
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $185,000Expenses 2011: $7,112Net Income 2011: $177,8882011Revenue 2012: $39,484Expenses 2012: $16,281Net Income 2012: $23,2032012Revenue 2013: $129,562Expenses 2013: $84,878Net Income 2013: $44,6842013Revenue 2014: $2,218,809Expenses 2014: $2,620Net Income 2014: $2,216,1892014Revenue 2015: $503,065Expenses 2015: $125,599Net Income 2015: $377,4662015Revenue 2016: $127,620Expenses 2016: $150,191Net Income 2016: -$22,5712016Revenue 2017: $148,748Expenses 2017: $163,606Net Income 2017: -$14,8582017Revenue 2018: $150,776Expenses 2018: $177,963Net Income 2018: -$27,1872018Revenue 2019: $203,115Expenses 2019: $192,010Net Income 2019: $11,1052019Revenue 2020: $242,052Expenses 2020: $159,122Net Income 2020: $82,9302020Revenue 2021: $563,630Expenses 2021: $179,162Net Income 2021: $384,4682021Revenue 2022: $27,486Expenses 2022: $206,686Net Income 2022: -$179,2002022Revenue 2023: $297,252Expenses 2023: $208,695Net Income 2023: $88,5572023Revenue 2024: $274,514Expenses 2024: $337,572Net Income 2024: -$63,0582024

Highlighted filing

2024

Revenue$274,514
Expenses$337,572
Net Income-$63,058
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,914,909
Liabilities
$164
Net assets
$2,914,745
Revenue
$274,514
Expenses
$337,572
Net income
-$63,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$0.27$0.34$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$0.30$0.21$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.03$0.21$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.29$0.56$0.18$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.02$2.91$0.24$0.16$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.20$0.19$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.15$0.18$0.03
2017Summary only. Only limited summary data is available for this year.$2.85$0.00$2.84$0.15$0.16$0.01
2016Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.13$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$2.87$0.00$2.87$0.50$0.13$0.38
2014Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$2.22$0.00$2.22
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.13$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.04$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.19$0.01$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$274,514
Mission and Program Overview

Mission

To preserve and restore significant historical sites to be used for community purposes within the city of fort atkinson, wisconsin and the immediate surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,203,961$2,914,745▼ $289,216
Land, Buildings, and Equipment, Net$2,414,426$2,414,426→ $0
Investments in Publicly Traded Securities$657,604$436,658▼ $220,946
Cash and Non-Interest-Bearing Accounts$131,793$63,825▼ $67,968
Total Assets$3,203,823$2,914,909▼ $288,914
Liabilities
Accounts Payable and Accrued Expenses$-138$164▲ $302
Total Liabilities$-138$164▲ $302
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,203,961$2,914,745▼ $289,216
Total Liabilities and Net Assets / Fund Balance$3,203,823$2,914,909▼ $288,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$165,000--
Leasehold Improvements$2,249,426--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Luwan GlasscockExc DirectorFT$60,064$60,064

Board Members and Trustees

NameTitle
Kelli RowleyCo President and Director
Mary JonesCo President and Director
Beth GoreDirector
Jason LynkDirector
Linda RainsDirector
Ramsay LarsonDirector
Tari PoeppelDirector
Leslie LamuroDirector and Secretary
Alan GoldbergTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$171,393
Program Service Revenue
$50,830
Investment Income
$14,867
Other Revenue
$37,424
All Other Contributions
$93,907
Change in Net Assets
$-63,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,119
Salaries, Compensation, and Employee Benefits$152,453
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$139,235--$139,235
Fees for Services Other$24,916--$24,916
Travel$17,381--$17,381
Payroll Taxes$12,392--$12,392
Insurance$12,200--$12,200
Other Expenses$9,885--$9,885
Office Expenses$6,706--$6,706
Advertising$4,263--$4,263
Fees for Service Investment Mgmnt Fees$2,081--$2,081
Other Employee Benefits$826--$826
Total Functional Expenses$337,572$0$0$337,572
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$73,936$44,836$13,560$31,276
Total Events$73,936$44,836$13,560$31,276
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization consists of members who pay dues to belong.each member has equal representation.”

Form 990 governing body review Part VI line 11

“The process of creation and review of form 990 is as follows. The financial information is created by the corporations accountant.the remainder of the form is created by the corporate treasurer. The president of the corporation and the executive director reviews the form before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“At all board meetings if a board member feels that a conflict of interest exists, the matter is discussed and if it is deemed there is a conflict of interest that board member does not participate in any discussion or voting on the matter.”

CEO executive director top management comp Part VI line 15A

“The board of directors determines the rate of pay of all key employees based on comparative rates of pay for similar positions in the area.”

Other officer or key employee compensation Part VI line 15B

“The board of directors and the director confer on all existing positions to determine a satisfactory rate of pay for each position.”

Governing documents etc available to public Part VI line 19

“Upon request, and with reasonable notice and for legitimate purposes, the corporation makes its governing documents available at the office of the corporate secretary and its financial information available at the office of the corporate treasurer.”

Filing and Contact Details

Filer

Filer Name
Rock River Heritage Inc
EIN
45-3576912
In Care Of
% ALAN GOLDBERG
Phone
9205681720
Address
211 S WATER STREET E, FORT ATKINSON, WI 53538
Doing Business As
The Fort Atkinson Club

Signing Officer

Name
Alan Goldberg
Title
Treasurer
Phone
9205681720
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
20
Volunteers
15

Preparer

Firm
Business & Tax Systems LLC
Address
110 S 2nd Street Suite B, Watertown, WI 53094
Preparer
Steve Jahnke CPA
Phone
9202619260
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Funds donated to the fort atkinson foundation designated for use by rock river heritage has been booked as an endowment fund. We have determined it to be an asset of the fort atkinson community foundation and appears on their books. Accordingly, we have removed it from our books.”

Raw XML AppendixShowing 400 of 427 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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IRS990/MissionDesc0TO PRESERVE AND RESTORE SIGNIFICANT HISTORICAL SITES TO BE USED FOR COMMUNITY PURPOSES WITHIN THE CITY OF FORT ATKINSON, WISCONSIN AND THE IMMEDIATE SURROUNDING AREA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS WHO PAY DUES TO BELONG.EACH MEMBER HAS EQUAL REPRESENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROCESS OF CREATION AND REVIEW OF FORM 990 IS AS FOLLOWS. THE FINANCIAL INFORMATION IS CREATED BY THE CORPORATIONS ACCOUNTANT.THE REMAINDER OF THE FORM IS CREATED BY THE CORPORATE TREASURER. THE PRESIDENT OF THE CORPORATION AND THE EXECUTIVE DIRECTOR REVIEWS THE FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT ALL BOARD MEETINGS IF A BOARD MEMBER FEELS THAT A CONFLICT OF INTEREST EXISTS, THE MATTER IS DISCUSSED AND IF IT IS DEEMED THERE IS A CONFLICT OF INTEREST THAT BOARD MEMBER DOES NOT PARTICIPATE IN ANY DISCUSSION OR VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DETERMINES THE RATE OF PAY OF ALL KEY EMPLOYEES BASED ON COMPARATIVE RATES OF PAY FOR SIMILAR POSITIONS IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS AND THE DIRECTOR CONFER ON ALL EXISTING POSITIONS TO DETERMINE A SATISFACTORY RATE OF PAY FOR EACH POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST, AND WITH REASONABLE NOTICE AND FOR LEGITIMATE PURPOSES, THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE AT THE OFFICE OF THE CORPORATE SECRETARY AND ITS FINANCIAL INFORMATION AVAILABLE AT THE OFFICE OF THE CORPORATE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDS DONATED TO THE FORT ATKINSON FOUNDATION DESIGNATED FOR USE BY ROCK RIVER HERITAGE HAS BEEN BOOKED AS AN ENDOWMENT FUND. WE HAVE DETERMINED IT TO BE AN ASSET OF THE FORT ATKINSON COMMUNITY FOUNDATION AND APPEARS ON THEIR BOOKS. ACCORDINGLY, WE HAVE REMOVED IT FROM OUR BOOKS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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