Civic Intelligence

Rotary Western Great Lakes District Conference Inc

EIN 83-2654429 • 501(c)3 • De Pere, WI

Profile

Plan and hold multi-district conferences for Rotary Districts

1729 Remington Ridge WayDe Pere, WI 54115-4048

www.rotarywglconf.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

8.2%

Faster revenue growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$89,685

Up $30,688 (+52%) from 2023

Liabilities

Down

$0

Down $15 (-100%) from 2023

Net Assets

Up

$89,685

Up $30,703 (+52%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin78th percentile

Revenue

Up

$143,273

Up $10,823 (+8.2%) from 2023

Expenses

Down

$112,570

Down $7,722 (-6.4%) from 2023

Net Income

Up

$30,703

Up $18,545 (+153%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$100K$50K$0Assets 2020: $27,261Net Assets 2020: $27,2612020Assets 2021: $40,748Liabilities 2021: $15,000Net Assets 2021: $25,7482021Assets 2022: $46,824Net Assets 2022: $46,8242022Assets 2023: $58,997Liabilities 2023: $15Net Assets 2023: $58,9822023Assets 2024: $89,685Liabilities 2024: $0Net Assets 2024: $89,6852024

Highlighted filing

2024

Assets$89,685
Liabilities$0
Net Assets$89,685
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $26,500Expenses 2020: $2,085Net Income 2020: $24,4152020Revenue 2021: $31,000Expenses 2021: $32,513Net Income 2021: -$1,5132021Revenue 2022: $97,812Expenses 2022: $76,736Net Income 2022: $21,0762022Revenue 2023: $132,450Expenses 2023: $120,292Net Income 2023: $12,1582023Revenue 2024: $143,273Expenses 2024: $112,570Net Income 2024: $30,7032024

Highlighted filing

2024

Revenue$143,273
Expenses$112,570
Net Income$30,703
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,685
Liabilities
$0
Net assets
$89,685
Revenue
$143,273
Expenses
$112,570
Net income
$30,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.43$1.13$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.32$1.20$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.98$0.77$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.15$0.26$0.31$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.27$0.02$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$143,273
Mission and Program Overview

Mission

Plan and hold multi-district conferences for Rotary Districts

Program Services

DescriptionGrantsExpenses
Rotary multi-district conference-2023-$105,141
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven HandrickTreasurer-$0--
Scott KnafflaAssist Treas-$0--
Jason BerenConference ChairPT$0--
Dean McHughCouncil Chair-$0--
Jeff ReedCouncil Vice Chair-$0--
Nancy LobergerSecretary-$0--
Julia WallaceDistrict Governor-D6220-$0--
Michelle McGrathDistrict Governor-D6250-$0--
Don GriffingDistrict Governor-D6270-$0--
Roger UtenhemerDistrict Governor Elect-D6220-$0--
Todd RestelDistrict Governor Elect-D6250-$0--
Pete BoschDistrict Governor Elect-D6270-$0--
Chuck ReynoldsDistrict Governor Nominee-D6220-$0--
Mike KlossDistrict Governor Nominee-D6250-$0--
Liz NevittDistrict Governor Nominee-D6270-$0--
B SridharNomination Committee Chair-$0--
Rose MurackSite Selection-$0--
Barbra BrownSite Selection-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Western Great Lakes District Conference Inc
EIN
83-2654429
Phone
6087694803
Address
1729 Remington Ridge Way, De Pere, WI 54115-4048

Signing Officer

Name
Dean McHugh
Title
Council Chair
Phone
6087694803
Signed
2024-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Handrick Consulting LLC
Address
1729 Remington Ridge Way, De Pere, WI 54115-4048
Preparer
Steven G Handrick CPA
Phone
9202174232
Supplemental Narrative

Additional Explanations

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

“Depreciation 20”

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

“Conference event costs 105,121”

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

“Software and support 3,331”

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

“Council meetings 763”

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

“Registration fees 625”

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

“Web Site 522”

Form 990-EZ, Part II, Line 24, Other Assets

“Security Deposit Beginning of year 500, End of year 0”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid Expenses Beginning of year 1,899, End of year 6,480”

Form 990-EZ, Part II, Line 24, Other Assets

“Accounts Receivable Beginning of year 398, End of year 0”

Form 990-EZ, Part II, Line 24, Other Assets

“Fixtures net of depreciation Beginning of year 0, End of year 381”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 15, End of year 0”

Raw XML Appendix216 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06087694803
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-08
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ReturnHeader/Filer/EIN0832654429
ReturnHeader/Filer/PhoneNum06087694803
ReturnHeader/Filer/USAddress/AddressLine1Txt01729 Remington Ridge Way
ReturnHeader/Filer/USAddress/CityNm0De Pere
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0541154048
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01729 Remington Ridge Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0De Pere
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0541154048
ReturnHeader/PreparerPersonGrp/PhoneNum09202174232
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven G Handrick CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-08T01:11:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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