Civic Intelligence

Bloomington Rotary Foundation

EIN 20-0453829 • 501(c)3 • Bloomington, IL

Profile

The organization was formed to focus on rotary international objectives of improving quality of life issues via the following local objectives: access to health care, affordable housing, quality education and adequate living standards. To address these and related issues, this foundation works with and through local 501(c)(3) organizations, providing both hands-on and financial support, including qualified scholarships.

PO Box 5331Bloomington, IL 61702

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

229%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$316,702

Up $61,667 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$76,831

Up $53,507 (+229%) from 2020

Expenses

Down

$15,164

Down $24,972 (-62%) from 2020

Net Income

Up

$61,667

Up $78,479 (+467%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2010: $47,938Net Assets 2010: $47,9382010Assets 2012: $74,245Net Assets 2012: $74,2452012Assets 2013: $84,135Net Assets 2013: $84,1352013Assets 2014: $91,163Net Assets 2014: $91,1632014Assets 2015: $123,085Net Assets 2015: $123,0852015Assets 2016: $169,159Net Assets 2016: $169,1592016Assets 2017: $223,425Net Assets 2017: $223,4252017Assets 2018: $245,867Net Assets 2018: $245,8672018Assets 2019: $271,847Net Assets 2019: $271,8472019Assets 2020: $255,035Liabilities 2020: $02020Assets 2021: $316,702Liabilities 2021: $02021

Highlighted filing

2021

Assets$316,702
Liabilities$0
Net Assets-
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2010: $14,417Expenses 2010: $5,726Net Income 2010: $8,6912010Revenue 2012: $17,351Expenses 2012: $15,047Net Income 2012: $2,3042012Revenue 2013: $22,300Expenses 2013: $14,230Net Income 2013: $8,0702013Revenue 2014: $14,602Expenses 2014: $12,286Net Income 2014: $2,3162014Revenue 2015: $46,780Expenses 2015: $13,176Net Income 2015: $33,6042015Revenue 2016: $66,594Expenses 2016: $20,520Net Income 2016: $46,0742016Revenue 2017: $80,482Expenses 2017: $26,216Net Income 2017: $54,2662017Revenue 2018: $47,369Expenses 2018: $24,927Net Income 2018: $22,4422018Revenue 2019: $52,063Expenses 2019: $26,083Net Income 2019: $25,9802019Revenue 2020: $23,324Expenses 2020: $40,136Net Income 2020: -$16,8122020Revenue 2021: $76,831Expenses 2021: $15,164Net Income 2021: $61,6672021

Highlighted filing

2021

Revenue$76,831
Expenses$15,164
Net Income$61,667
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$316,702
Liabilities
$0
Net assets
-
Revenue
$76,831
Expenses
$15,164
Net income
$61,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$3.17$0.00$0.77$0.15$0.62
2020Summary only. Only limited summary data is available for this year.$2.55$0.00$0.23$0.40$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$2.72$0.52$0.26$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.46$2.46$0.47$0.25$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.23$2.23$0.80$0.26$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.67$0.21$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.47$0.13$0.34
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.15$0.12$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$0.22$0.14$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$0.17$0.15$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.14$0.06$0.09
Latest Detailed Filing

The latest 2021 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 26, 2018
Return Version
2017v2.2
Gross Receipts
$53,358
Mission and Program Overview

Mission

The organization was formed to focus on rotary international objectives of improving quality of life issues via the following local objectives: access to health care, affordable housing, quality education and adequate living standards. To address these and related issues, this foundation works with and through local 501(c)(3) organizations, providing both hands-on and financial support, including qualified scholarships.

Program Services

DescriptionGrantsExpenses
VARIOUS CHARITABLE SERVICE PROJECTS PAID FOR BY THE FOUNDATION$24,619-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Curt OyerDirector-$0--
JOHN SZABOChairman-$0--
MARTHA JO AHRENDSDirector-$0--
MARY ANN WEBBTreasurer-$0--
PETER FALSTADDirector-$0--
CHARLES KNUDSONSecretary-$0--
Lyn HruskaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bloomington Rotary Foundation
EIN
20-0453829
Phone
3098286071
Address
PO BOX 5331, BLOOMINGTON, IL 61702

Signing Officer

Name
Mary Ann Webb
Title
Treasurer
Signed
2018-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Sulaski and Webb Cpas
Address
207 W Jefferson Ste 203, Bloomington, IL 61701
Preparer
Mary Ann Webb
Phone
3098286071
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $187”

Other Expenses.1

“SERVICE PROJECTS $14155”

Other Expenses.2

“Veteran's day dinner $6637”

Other Expenses.3

“DICTIONARY EXPENSE $3113”

Other Expenses.4

“MEMORIALS $675”

Other Expenses.6

“MISCELLANEOUS $40”

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024807
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS FORMED TO FOCUS ON ROTARY INTERNATIONAL OBJECTIVES OF IMPROVING QUALITY OF LIFE ISSUES VIA THE FOLLOWING LOCAL OBJECTIVES: ACCESS TO HEALTH CARE, AFFORDABLE HOUSING, QUALITY EDUCATION AND ADEQUATE LIVING STANDARDS. TO ADDRESS THESE AND RELATED ISSUES, THIS FOUNDATION WORKS WITH AND THROUGH LOCAL 501(C)(3) ORGANIZATIONS, PROVIDING BOTH HANDS-ON AND FINANCIAL SUPPORT, INCLUDING QUALIFIED SCHOLARSHIPS.
IRS990EZ/PrintingPublicationsPostageAmt0120
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024619
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05989
IRS990EZ/SpecialEventsNetIncomeLossAmt08460
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $187
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOOMINGTON ROTARY FOUNDATION
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ReturnHeader/Filer/EIN0200453829
ReturnHeader/Filer/PhoneNum03098286071
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ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371142100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0207 W Jefferson Ste 203
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061701
ReturnHeader/PreparerPersonGrp/PhoneNum03098286071
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Ann Webb
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-26T14:44:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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