Waunakee Rotary Club

990EZ • Fiscal year 2014 • EIN 51-0157751

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 23, 2015

Organization Profile WAUNAKEEROTARY.ORG

PO Box 15953597-0159

(608) 849-5332

Siviq Scores

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

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

-17%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

9.4%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets68th percentile

Assets

Down

$30,343

Down $6,181 (-17%) from 2013

Net Assets

Down

$29,489

Down $6,939 (-19%) from 2013

Liabilities

$854

Up $758 (+790%) from 2013

Revenue And Expenses

Liabilities / Revenue65th percentile Net Margin21st percentile

Revenue

$59,783

Up $5,160 (+9.4%) from 2013

Expenses

Down

$66,722

Down $4,676 (-6.5%) from 2013

Net Income

-$6,939

Up $9,836 (+59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2014

Assets$30,343

Liabilities$854

Net Assets$29,489

Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2014

Revenue$59,783

Expenses$66,722

Net Income-$6,939

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Jan 23, 2015
Return Version: 2013v4.0
Gross Receipts: $59,783

Mission and Program Overview

Mission

Members of business community meet weekly for educational and civic projects.

Members of business community meeting weekly for educational and civic projects.

Program Services

Description	Grants	Expenses
VARIOUS MEMBERSHIP EVENTS FOR EDUCATIONAL/CIVIC PURPOSES	$15,672	$15,672
WAUNAFEST - COMMUNITY EVENT TO PROMOTE ROTARY AND FUNDRAISE FOR PROJECTS	$1,174	$4,202
WAUNAFEST - FUNDRAISING FOR COMMUNITY EVENTS & SCHOLARSHIPS	$0	$3,028
ROTARY IN LIGHTS - COMMUNITY PROJECT TO PROMOTE ROTARY	$1,000	$2,629
ROTARY IN LIGHTS - FUNDRASING FOR VARIOUS NONPROFITS	$0	$1,629
SENIOR PICNIC - COMMUNITY PROJECT TO CELEBRATE SENIORS	$0	$901
SENIOR PICNIC - COMMUNITY PROJECT FOR SENIORS	$0	$901

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT PULVERMACHER	President	-	$0	-	-
LINDA OLSON	V-President	-	$0	-	-
PHIL WILLEMS	Secretary	-	$0	-	-
JAMES KATTNER	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

EIN: 51-0157751
Phone: 6088495332

Signing Officer

Name: James Kattner
Title: Treasurer
Phone: 6088495332
Signed: 2015-01-23
Discuss with paid preparer: Yes

Preparer

Preparer: Allan P Dassow CPA
Phone: 6086628600

Supplemental Narrative

Additional Explanations

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

“Description: dividend income. Amount: 12.”

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

“Activity classification: donation. Grantee name: waunakee rotary foundation. Grantee address: p.o. Box 159 waunakee, wi 53597. Grantee relationship: sister corporation. Property description: cash. Date of gift: 03/07/14. Amount given: 4,999.”

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

“Activity classification: fellowship. Grantee name: various nonprofit clubs & groups. Grantee address: various waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 589.”

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

“Activity classification: donation. Grantee name: lake melvin yacht club. Grantee address: p.o. Box 159 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 12/04/13. Amount given: 1,000.”

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

“Activity classification: fellowship. Grantee name: waunakee chamber of commerce. Grantee address: po box 41 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 03/06/14. Amount given: 500.”

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

“Activity classification: donation. Grantee name: porchlight. Grantee address: 306 n brooks st madison, wi 53715. Grantee relationship: none. Property description: cash. Date of gift: 09/06/13. Amount given: 250.”

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

“Activity classification: donation. Grantee name: waunakee food pantry. Grantee address: po box 143 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 09/06/13. Amount given: 1,000.”

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

“Activity classification: donation. Grantee name: waunakee school district (post prom). Grantee address: 100 school drive waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 04/02/14. Amount given: 500.”

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

“Activity classification: donation. Grantee name: project linus. Grantee address: p.o. Box 159 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 01/16/14. Amount given: 500.”

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

“Activity classification: donation. Grantee name: st john's church. Grantee address: p.o. Box 159 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 01/16/14. Amount given: 500.”

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

“Activity classification: donation. Grantee name: peace luthern church. Grantee address: p.o. Box 159 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 01/16/14. Amount given: 500.”

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

“Activity classification: donation. Grantee name: waunakee neighborhood connection. Grantee address: 215 s century ave waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 08/08/13. Amount given: 622.”

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

“Activity classification: donation. Grantee name: waunakee school district (waunahoops). Grantee address: 100 school drive waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 02/24/14. Amount given: 1,000.”

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

“Activity classification: donation. Grantee name: special olympics. Grantee address: 2310 crossroads drive madison, wi 53718. Grantee relationship: none. Property description: cash. Date of gift: 08/08/13. Amount given: 250.”

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

“Activity classification: donation. Grantee name: schumacher farms. Grantee address: 5682 hwy 19 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 08/08/13. Amount given: 250.”

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

“Activity classification: donation. Grantee name: madison urban ministry. Grantee address: 2300 s park street madison, wi 53713. Grantee relationship: none. Property description: cash. Date of gift: 08/08/13. Amount given: 300.”

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

“Activity classification: donation. Grantee name: rotary international foundation. Grantee address: center 1560 sherman ave chicago, il 60201. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 4,162.”

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

“Activity classification: fellowship. Grantee name: waunafest board, inc.. Grantee address: po box 65 waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 10/01/13. Amount given: 674.”

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

“Activity classification: donation. Grantee name: souly impaired. Grantee address: 900 sunset bay waunakee, wi 53597. Grantee relationship: none. Property description: cash. Date of gift: 01/10/14. Amount given: 250. Total included on form 990-ez, line 10: 17,846.”

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

“Description: district dues. Amount: 3,690. Description: rotary international. Amount: 6,236. Description: member/guest meals. Amount: 23,434. Description: member events (reimbursed under dues account). Amount: 2,824. Description: community events & projects. Amount: 5,356. Description: community promotions. Amount: 1,662. Description: district meetings. Amount: 2,124. Description: other dues. Amount: 307. Description: office supplies & materials. Amount: 418. Description: miscellaneous expenses. Amount: 214. Description: club promotions/community. Amount: 973. Description: new generations service. Amount: 1,638. Total to form 990-ez, line 16: 48,876.”

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

“Description: prepaids. Beg. Of year amount: 96. End of year amount: 854.”

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	AL DASSOW
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6088495332
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	828 S MEADOWBROOK LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	WAUNAKEE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	36524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	30343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4571
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-6939
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	36524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	30343
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	17846
IRS990EZ/GrossReceiptsAmt	0	59783
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	12
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	52430
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	36428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	29489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	36428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	29489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ROBERT PULVERMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LINDA OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PHIL WILLEMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JAMES KATTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	V-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	48876
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	MEMBERS OF BUSINESS COMMUNITY MEETING WEEKLY FOR EDUCATIONAL AND CIVIC PROJECTS.
IRS990EZ/ProgramServiceRevenueAmt	0	2770
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ROTARY IN LIGHTS - COMMUNITY PROJECT TO PROMOTE ROTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SENIOR PICNIC - COMMUNITY PROJECT TO CELEBRATE SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	WAUNAFEST - COMMUNITY EVENT TO PROMOTE ROTARY AND FUNDRAISE FOR PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	VARIOUS MEMBERSHIP EVENTS FOR EDUCATIONAL/CIVIC PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	4	ROTARY IN LIGHTS - FUNDRASING FOR VARIOUS NONPROFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	5	WAUNAFEST - FUNDRAISING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	6	SENIOR PICNIC - COMMUNITY PROJECT FOR SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	1000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	1174
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	15672
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	4	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	5	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	6	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	2629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	901
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	4202
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	15672
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	4	1629
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	5	3028
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	6	901
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	96
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	854
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	66722
IRS990EZ/TotalProgramServiceExpensesAmt	0	28962
IRS990EZ/TotalRevenueAmt	0	59783
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WAUNAKEEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: WAUNAKEE ROTARY FOUNDATION. GRANTEE ADDRESS: P.O. BOX 159 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: SISTER CORPORATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/07/14. AMOUNT GIVEN: 4,999.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: FELLOWSHIP. GRANTEE NAME: VARIOUS NONPROFIT CLUBS & GROUPS. GRANTEE ADDRESS: VARIOUS WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: LAKE MELVIN YACHT CLUB. GRANTEE ADDRESS: P.O. BOX 159 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/04/13. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: FELLOWSHIP. GRANTEE NAME: WAUNAKEE CHAMBER OF COMMERCE. GRANTEE ADDRESS: PO BOX 41 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/06/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: PORCHLIGHT. GRANTEE ADDRESS: 306 N BROOKS ST MADISON, WI 53715. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/06/13. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: WAUNAKEE FOOD PANTRY. GRANTEE ADDRESS: PO BOX 143 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/06/13. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: WAUNAKEE SCHOOL DISTRICT (POST PROM). GRANTEE ADDRESS: 100 SCHOOL DRIVE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/02/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: PROJECT LINUS. GRANTEE ADDRESS: P.O. BOX 159 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/16/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: ST JOHN'S CHURCH. GRANTEE ADDRESS: P.O. BOX 159 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/16/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: PEACE LUTHERN CHURCH. GRANTEE ADDRESS: P.O. BOX 159 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/16/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: WAUNAKEE NEIGHBORHOOD CONNECTION. GRANTEE ADDRESS: 215 S CENTURY AVE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/08/13. AMOUNT GIVEN: 622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: WAUNAKEE SCHOOL DISTRICT (WAUNAHOOPS). GRANTEE ADDRESS: 100 SCHOOL DRIVE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/24/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: SPECIAL OLYMPICS. GRANTEE ADDRESS: 2310 CROSSROADS DRIVE MADISON, WI 53718. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/08/13. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: SCHUMACHER FARMS. GRANTEE ADDRESS: 5682 HWY 19 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/08/13. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MADISON URBAN MINISTRY. GRANTEE ADDRESS: 2300 S PARK STREET MADISON, WI 53713. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/08/13. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: ROTARY INTERNATIONAL FOUNDATION. GRANTEE ADDRESS: CENTER 1560 SHERMAN AVE CHICAGO, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 4,162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	17	ACTIVITY CLASSIFICATION: FELLOWSHIP. GRANTEE NAME: WAUNAFEST BOARD, INC.. GRANTEE ADDRESS: PO BOX 65 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/01/13. AMOUNT GIVEN: 674.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	18	ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: SOULY IMPAIRED. GRANTEE ADDRESS: 900 SUNSET BAY WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/10/14. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	19	DESCRIPTION: DISTRICT DUES. AMOUNT: 3,690. DESCRIPTION: ROTARY INTERNATIONAL. AMOUNT: 6,236. DESCRIPTION: MEMBER/GUEST MEALS. AMOUNT: 23,434. DESCRIPTION: MEMBER EVENTS (REIMBURSED UNDER DUES ACCOUNT). AMOUNT: 2,824. DESCRIPTION: COMMUNITY EVENTS & PROJECTS. AMOUNT: 5,356. DESCRIPTION: COMMUNITY PROMOTIONS. AMOUNT: 1,662. DESCRIPTION: DISTRICT MEETINGS. AMOUNT: 2,124. DESCRIPTION: OTHER DUES. AMOUNT: 307. DESCRIPTION: OFFICE SUPPLIES & MATERIALS. AMOUNT: 418. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 214. DESCRIPTION: CLUB PROMOTIONS/COMMUNITY. AMOUNT: 973. DESCRIPTION: NEW GENERATIONS SERVICE. AMOUNT: 1,638. TOTAL TO FORM 990-EZ, LINE 16: 48,876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	20	DESCRIPTION: PREPAIDS. BEG. OF YEAR AMOUNT: 96. END OF YEAR AMOUNT: 854.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	15	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	16	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	17	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	18	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	19	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	20	FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES KATTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6088495332
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	WAUNAKEE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	510157751
ReturnHeader/Filer/PhoneNum	0	6088495332
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 159
ReturnHeader/Filer/USAddress/City	0	WAUNAKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	535970159
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	8215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53562
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6086628600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLAN P DASSOW CPA
ReturnHeader/ReturnTs	0	2015-02-12T11:52:14-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $30,343
Liabilities: $854
Net assets: $29,489
Revenue: $59,783
Expenses: $66,722
Net income: -$6,939

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$46.5	$0.84	$45.6	$78.6	$74.8	$3.73
2024Detailed filing. Detailed filing data is available for this year.	$42.4	$0.50	$41.9	$85.9	$76.7	$9.22
2023Detailed filing. Detailed filing data is available for this year.	$32.7	$0.00	$32.7	$84.7	$83.0	$1.69
2022Detailed filing. Detailed filing data is available for this year.	$31.0	$0.00	$31.0	$80.5	$57.6	$22.9
2021Detailed filing. Detailed filing data is available for this year.	$9.29	$1.21	$8.09	$18.8	$26.5	$7.73
2020Detailed filing. Detailed filing data is available for this year.	$15.8	$0.00	$15.8	$51.7	$42.7	$8.97
2019Detailed filing. Detailed filing data is available for this year.	$6.84	$0.00	$6.84	$59.0	$74.5	$15.6
2018Detailed filing. Detailed filing data is available for this year.	$22.4	$0.00	$22.4	$63.6	$67.6	$4.08
2017Detailed filing. Detailed filing data is available for this year.	$26.5	$0.00	$26.5	$63.6	$63.4	$0.21
2016Detailed filing. Detailed filing data is available for this year.	$26.7	$0.36	$26.3	$67.1	$66.9	$0.22
2015Detailed filing. Detailed filing data is available for this year.	$26.7	$0.61	$26.1	$59.8	$63.2	$3.41
2014Detailed filing. Detailed filing data is available for this year.	$30.3	$0.85	$29.5	$59.8	$66.7	$6.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$36.5	$0.10	$36.4	$54.6	$71.4	$16.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$54.5	$1.25	$53.2	$63.6	$48.5	$15.2
2011Summary only. Only limited summary data is available for this year.	$38.5	$0.46		$52.3	$52.9	$0.55