Civic Intelligence

Bloomington Rotary Foundation Inc

990EZ • Fiscal year 2019 • EIN 20-0453829

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 13, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$271,847

Up $25,980 (+11%) from 2018

Net Assets

Up

$271,847

Up $25,980 (+11%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,063

Up $4,694 (+9.9%) from 2018

Expenses

Up

$26,083

Up $1,156 (+4.6%) from 2018

Net Income

Up

$25,980

Up $3,538 (+16%) from 2018

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

2019

Assets$271,847
Liabilities-
Net Assets$271,847

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

2019

Revenue$52,063
Expenses$26,083
Net Income$25,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Gross Receipts
$59,258
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.

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, afforadable 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.$5,000$25,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CURT OYERDirector-$0--
JOHN SZABOChairman-$0--
MARY ANN WEBBTreasurer-$0--
PETER FALSTADDirector-$0--
CHARLES KNUDSONSecretary-$0--
LYN HRUSKADirector-$0--
BRAD HALLSTEINDirector-$0--
MICHAEL BUTTSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pork Chop Fundr$24,460$24,460$7,195$17,265
Total Events$24,460$24,460$7,195$17,265
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
Phone
3098286071
Signed
2020-02-13
Discuss with paid preparer
Yes

Preparer

Firm
May Cocagne & King Pc
Address
207 W JEFFERSON ST STE 203, BLOOMINGTON, IL 61701
Preparer
Mary Ann Webb
Phone
3098286071
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses dictionary expense 4,427 service projects 9,399 veteran's day dinner 6,990 flags 130 total 20,946

Form 990-ez, Part III

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, afforadable 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.

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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, AFFORADABLE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DICTIONARY EXPENSE 4,427 SERVICE PROJECTS 9,399 VETERAN'S DAY DINNER 6,990 FLAGS 130 TOTAL 20,946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WAS FORMED TO FOCUS ON ROTARY INTERNATIONAL OBJECTIVES OF IMPROVING QUALITY OF LIFE ISSUES VIA THE FOLLOWING LOCAL OBJECTIVES: ACCESS TO HEALTH CARE, AFFORADABLE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ANN WEBB
ReturnHeader/ReturnTs02020-02-13T15:45:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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