Civic Intelligence

Bloomington Rotary Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-0453829

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 26, 2018

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$245,867

Up $22,442 (+10%) from 2017

Net Assets

Up

$245,867

Up $22,442 (+10%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$47,369

Down $33,113 (-41%) from 2017

Expenses

Down

$24,927

Down $1,289 (-4.9%) from 2017

Net Income

Down

$22,442

Down $31,824 (-59%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2018

Assets$245,867
Liabilities-
Net Assets$245,867
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

2018

Revenue$47,369
Expenses$24,927
Net Income$22,442
Open 2018 Filing
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 Pay76th 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/PersonNm4PETER FALSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLES KNUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lyn Hruska
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS CHARITABLE SERVICE PROJECTS PAID FOR BY THE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024619
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05989
IRS990EZ/SpecialEventsNetIncomeLossAmt08460
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024927
IRS990EZ/TotalProgramServiceExpensesAmt024619
IRS990EZ/TotalRevenueAmt047369
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167544
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05464
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08621
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029905
IRS990ScheduleA/InvestmentIncomeCYPct00.15150
IRS990ScheduleA/InvestmentIncomePYPct00.12790
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84850
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014602
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICE PROJECTS $14155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VETERAN'S DAY DINNER $6637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DICTIONARY EXPENSE $3113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMORIALS $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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
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/PreparerFirmEIN0371142100
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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/ReturnTs02018-10-26T14:44:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,867
Liabilities
-
Net assets
$245,867
Revenue
$47,369
Expenses
$24,927
Net income
$22,442
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