Civic Intelligence

Sheridan Rotary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 83-0316748

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

Organization ProfileN/A
PO Box 997Sheridan, WY 82801

(307) 672-0785

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-5.7%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$162,760

Up $16,691 (+11%) from 2022

Net Assets

Up

$162,760

Up $16,691 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Down

$53,613

Down $3,231 (-5.7%) from 2022

Expenses

Down

$36,919

Down $6 (-0.0%) from 2022

Net Income

Down

$16,694

Down $3,225 (-16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2011: $57,714Net Assets 2011: $57,7142011Assets 2012: $65,033Net Assets 2012: $65,0332012Assets 2013: $72,589Liabilities 2013: $0Net Assets 2013: $72,5892013Assets 2014: $87,440Liabilities 2014: $02014Assets 2015: $88,932Liabilities 2015: $0Net Assets 2015: $88,9322015Assets 2016: $103,715Liabilities 2016: $0Net Assets 2016: $103,7152016Assets 2017: $99,999Liabilities 2017: $0Net Assets 2017: $99,9992017Assets 2018: $103,902Liabilities 2018: $0Net Assets 2018: $103,9022018Assets 2019: $139,649Liabilities 2019: $0Net Assets 2019: $139,6492019Assets 2020: $150,942Liabilities 2020: $0Net Assets 2020: $150,9422020Assets 2021: $126,150Liabilities 2021: $0Net Assets 2021: $126,1502021Assets 2022: $146,069Liabilities 2022: $0Net Assets 2022: $146,0692022Assets 2023: $162,760Liabilities 2023: $0Net Assets 2023: $162,7602023Assets 2024: $200,798Liabilities 2024: $0Net Assets 2024: $200,7982024Assets 2025: $230,382Net Assets 2025: $230,3822025

Highlighted filing

2023

Assets$162,760
Liabilities$0
Net Assets$162,760
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $25,397Expenses 2011: $31,540Net Income 2011: -$6,1432011Revenue 2012: $14,340Expenses 2012: $7,021Net Income 2012: $7,3192012Revenue 2013: $110,114Expenses 2013: $102,558Net Income 2013: $7,5562013Revenue 2014: $110,553Expenses 2014: $64,301Net Income 2014: $46,2522014Revenue 2015: $26,382Expenses 2015: $24,890Net Income 2015: $1,4922015Revenue 2016: $16,458Expenses 2016: $1,676Net Income 2016: $14,7822016Revenue 2017: $39,592Expenses 2017: $43,310Net Income 2017: -$3,7182017Revenue 2018: $15,779Expenses 2018: $11,876Net Income 2018: $3,9032018Revenue 2019: $55,538Expenses 2019: $19,791Net Income 2019: $35,7472019Revenue 2020: $18,360Expenses 2020: $7,057Net Income 2020: $11,3032020Revenue 2021: $70,904Expenses 2021: $95,705Net Income 2021: -$24,8012021Revenue 2022: $56,844Expenses 2022: $36,925Net Income 2022: $19,9192022Revenue 2023: $53,613Expenses 2023: $36,919Net Income 2023: $16,6942023Revenue 2024: $45,562Expenses 2024: $18,185Net Income 2024: $27,3772024Revenue 2025: $106,985Expenses 2025: $92,499Net Income 2025: $14,4862025

Highlighted filing

2023

Revenue$53,613
Expenses$36,919
Net Income$16,694
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$61,286
Mission and Program Overview

Mission

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
MISCELLANEOUS CHARITABLE WORKS$26,319$36,919
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETE OLSONDirector-$0--
DAVE ALDENDirector-$0--
ROB FORISTERSecretary-$0--
GARY DOBNEYVice-Preside-$0--
LYNN HARTJETreasurer-$0--
MEGAN POWERSDirector-$0--
CHRISTINE DIETERICHPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sheridan Rotary Foundation
EIN
83-0316748
Address
PO BOX 997, SHERIDAN, WY 82801

Signing Officer

Name
Lynn Hartje
Title
Treasurer
Phone
3076720785
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Harker Mellinger LLC
Address
1811 S SHERIDAN AVE, SHERIDAN, WY 82801
Preparer
Patrick R Suchor CPA
Phone
3076720785
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 17 total 17”

Form 990-ez, Part I, Line 16

“Expenses contributions 8,000 investment fees 884 supplies 777 taxes 904 other expense 35 total 10,600”

Raw XML Appendix165 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/PersonNm0LYNN HARTJE
IRS990EZ/BooksInCareOfDetail/PhoneNum03076720785
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 997
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHERIDAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd082801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0146066
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046955
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07673
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016694
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146066
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162760
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05149
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026319
IRS990EZ/GrossReceiptsAmt061286
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01492
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146066
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146066
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETE OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE ALDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB FORISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY DOBNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNN HARTJE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTINE DIETERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010600
IRS990EZ/OtherRevenueTotalAmt017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MISCELLANEOUS CHARITABLE WORKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036919
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt012822
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036919
IRS990EZ/TotalProgramServiceExpensesAmt036919
IRS990EZ/TotalRevenueAmt053613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0221344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01465
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01927
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02461
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01465
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09878
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95730
IRS990ScheduleA/PublicSupportPY509Pct00.94480
IRS990ScheduleA/PublicSupportTotal509Amt0221531
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049967
IRS990ScheduleA/Total509Grp/TotalAmt0221531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052428
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0231409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 17 TOTAL 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONTRIBUTIONS 8,000 INVESTMENT FEES 884 SUPPLIES 777 TAXES 904 OTHER EXPENSE 35 TOTAL 10,600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN HARTJE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03076720785
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERIDAN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0830316748
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 997
ReturnHeader/Filer/USAddress/CityNm0SHERIDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830276355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARKER MELLINGER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01811 S SHERIDAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHERIDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082801
ReturnHeader/PreparerPersonGrp/PhoneNum03076720785
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R SUCHOR CPA
ReturnHeader/ReturnTs02023-11-06T14:20:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTJE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,760
Liabilities
$0
Net assets
$162,760
Revenue
$53,613
Expenses
$36,919
Net income
$16,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.07$0.92$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.46$0.18$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.54$0.37$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.57$0.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.71$0.96$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.18$0.07$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.56$0.20$0.36
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.40$0.43$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.26$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$1.11$0.64$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$1.10$1.03$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$0.14$0.07$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.25$0.32$0.06