Civic Intelligence

Bloomington Rotary Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-0453829

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

PO Box 5331Bloomington, IL 61702

(309) 828-6071

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$223,425

Up $54,266 (+32%) from 2016

Net Assets

Up

$223,425

Up $54,266 (+32%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$80,482

Up $13,888 (+21%) from 2016

Expenses

Up

$26,216

Up $5,696 (+28%) from 2016

Net Income

Up

$54,266

Up $8,192 (+18%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$223,425
Liabilities-
Net Assets$223,425

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$80,482
Expenses$26,216
Net Income$54,266
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$86,586
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$26,067-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE RINGERChairman-$0--
JOHN SZABODirector-$0--
MARTHA JO AHRENDSDirector-$0--
MARY ANN WEBBTreasurer-$0--
PETER FALSTADDirector-$0--
CHARLES KNUDSONDirector-$0--
NATHAN HINCHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2017 Pork Chop Luncheon$18,031$18,031$6,104$11,927
Total Events$18,031$18,031$6,104$11,927
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
2017-11-07
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 $43

Other Expenses.1

SERVICE PROJECTS $12844

Other Expenses.2

Veteran's day dinner $5636

Other Expenses.3

SCHOLARSHIPS $5000

Other Expenses.4

DICTIONARY EXPENSE $2562

Other Expenses.6

MISCELLANEOUS $25

Raw XML Appendix189 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/PersonNm0MARY ANN WEBB
IRS990EZ/BooksInCareOfDetail/PhoneNum03098286071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0207 W JEFFERSON STREET SUITE 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0169159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049596
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt054266
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0169159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223425
IRS990EZ/FundraisingGrossIncomeAmt018031
IRS990EZ/GainOrLossFromSaleOfAssetsAmt013495
IRS990EZ/GrossReceiptsAmt086586
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05464
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0169159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223425
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0169159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLE RINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SZABO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA JO AHRENDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ANN WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER FALSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLES KNUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NATHAN HINCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026110
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/PrintingPublicationsPostageAmt0106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS CHARITABLE SERVICE PROJECTS PAID FOR BY THE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026067
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06104
IRS990EZ/SpecialEventsNetIncomeLossAmt011927
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026216
IRS990EZ/TotalProgramServiceExpensesAmt026067
IRS990EZ/TotalRevenueAmt080482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0161696
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04455
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02430
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023714
IRS990ScheduleA/InvestmentIncomeCYPct00.12790
IRS990ScheduleA/InvestmentIncomePYPct00.12400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87210
IRS990ScheduleA/PublicSupportPY509Pct00.87600
IRS990ScheduleA/PublicSupportTotal509Amt0161696
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019870
IRS990ScheduleA/Total509Grp/TotalAmt0161696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022300
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02017 Pork Chop Luncheon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018031
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011927
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICE PROJECTS $12844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VETERAN'S DAY DINNER $5636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DICTIONARY EXPENSE $2562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLOOMINGTON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLOO
ReturnHeader/Filer/EIN0200453829
ReturnHeader/Filer/PhoneNum03098286071
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5331
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULASKI AND WEBB CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0207 W Jefferson Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061701
ReturnHeader/PreparerPersonGrp/PhoneNum03098286071
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Ann Webb
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-07T09:37:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits