Civic Intelligence

Rotary District 6510 Charities

990EZ • Fiscal year 2017 • EIN 26-1451245

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileN/A
852 Cambridge Blvd Suite 100Ofallon, IL 62269

(618) 530-4447

Siviq Scores

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

Liabilities / Assets

94th percentile

0.91x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

39th percentile

-0.3%

Higher net margin than 39% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

$10,772

No earlier filing loaded for comparison.

Net Assets

$962

No earlier filing loaded for comparison.

Liabilities

$9,810

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin39th percentile

Revenue

$83,004

No earlier filing loaded for comparison.

Expenses

$83,267

No earlier filing loaded for comparison.

Net Income

-$263

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KAssets 2017: $10,772Liabilities 2017: $9,810Net Assets 2017: $9622017Assets 2018: $28,941Liabilities 2018: $28,143Net Assets 2018: $7982018Assets 2021: $32,668Liabilities 2021: $32,146Net Assets 2021: $5222021Assets 2022: $48,101Liabilities 2022: $48,191Net Assets 2022: -$902022Assets 2025: $62,273Liabilities 2025: $41,904Net Assets 2025: $20,3692025

Highlighted filing

2017

Assets$10,772
Liabilities$9,810
Net Assets$962
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2017: $83,004Expenses 2017: $83,267Net Income 2017: -$2632017Revenue 2018: $67,436Expenses 2018: $67,600Net Income 2018: -$1642018Revenue 2021: $46,744Expenses 2021: $46,738Net Income 2021: $62021Revenue 2022: $25,242Expenses 2022: $25,854Net Income 2022: -$6122022Revenue 2025: $48,220Expenses 2025: $28,217Net Income 2025: $20,0032025

Highlighted filing

2017

Revenue$83,004
Expenses$83,267
Net Income-$263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$104,596
Mission and Program Overview

Mission

To provide gift management for district 6510 rotary clubs.

To provide service to others, advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GIFT MANAGMENT FOR DISTRICT 6510 ROTARY CLUBS.$82,805$83,267
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE GERLOCKPresidentPT$0--
RICHARD ERDMANNVice Preside-$0--
JANICE ALKASecretary-$0--
JEFF THORTONTreasurerPT$0--
WILLIAM HACKLERDirector-$0--
EUGENE ZINNDirector-$0--
NORMAN PHILLIPSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carterville Rot$30,295$30,295$9,334$20,961
Tav Color Run$21,849$21,849$5,040$16,809
Total Events$63,659$63,659$21,592$42,067
Filing and Contact Details

Filer

Filer Name
Rotary District 6510 Charities
EIN
26-1451245
Address
852 CAMBRIDGE BLVD SUITE 100, OFALLON, IL 62269

Signing Officer

Name
Wayne Gerlock
Title
President
Signed
2017-11-15

Preparer

Firm
Diel & Forguson LLC
Address
852 CAMBRIDGE BLVD STE 100, O FALLON, IL 62269-1957
Preparer
Jared R Snider
Phone
6186327574
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“General donations expense 58,309 0 0 district conference expense 20,433 0 0”

Form 990-ez, Part I, Line 16

“Expenses tax & license 15 credit card processing fe 197 total 212”

Form 990-ez, Part II, Line 26

“General 100 0 ntl childrens cancer societ 200 0 malawian project 26,675 1,878 malawian church fund 1,150 2,507 district conference 6,893 0 lebanon projects 4,000 2,187 r.t.w scholarship 576 2,036 tav june dinner 0 505 o'fallon sunrise water projects 0 697”

Form 990-ez, Part III

“To provide service to others, advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.”

Raw XML Appendix157 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/PersonNm0JEFF THORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06185304447
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 HERITAGE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARBONDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040819
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010772
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040937
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-263
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040819
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010772
IRS990EZ/FundraisingGrossIncomeAmt063659
IRS990EZ/GrantsAndSimilarAmountsPaidAmt082805
IRS990EZ/GrossReceiptsAmt0104596
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01225
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01225
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE GERLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD ERDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANICE ALKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF THORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM HACKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EUGENE ZINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NORMAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GIFT MANAGMENT FOR DISTRICT 6510 ROTARY CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082805
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083267
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021592
IRS990EZ/SpecialEventsNetIncomeLossAmt042067
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt039594
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09810
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083267
IRS990EZ/TotalProgramServiceExpensesAmt083267
IRS990EZ/TotalRevenueAmt083004
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094711
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt063659
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt094711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053774
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094711
IRS990ScheduleA/TotalSupportAmt094711
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021592
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARTERVILLE ROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TAV COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063659
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042067
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07218
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09334
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05040
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL DONATIONS EXPENSE 58,309 0 0 DISTRICT CONFERENCE EXPENSE 20,433 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TAX & LICENSE 15 CREDIT CARD PROCESSING FE 197 TOTAL 212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL 100 0 NTL CHILDRENS CANCER SOCIET 200 0 MALAWIAN PROJECT 26,675 1,878 MALAWIAN CHURCH FUND 1,150 2,507 DISTRICT CONFERENCE 6,893 0 LEBANON PROJECTS 4,000 2,187 R.T.W SCHOLARSHIP 576 2,036 TAV JUNE DINNER 0 505 O'FALLON SUNRISE WATER PROJECTS 0 697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SERVICE TO OTHERS, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE GERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6510 CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261451245
ReturnHeader/Filer/USAddress/AddressLine1Txt0852 CAMBRIDGE BLVD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0OFALLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062269
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06E695705EA0909CDD4EF038B0861F8E9208CFC3A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035DD8ECFF15E6C7B427598867B2F1FD50A260B9B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371372801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIEL & FORGUSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0852 CAMBRIDGE BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0O FALLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0622691957
ReturnHeader/PreparerPersonGrp/PhoneNum06186327574
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED R SNIDER
ReturnHeader/ReturnTs02017-11-15T13:52:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,772
Liabilities
$9,810
Net assets
$962
Revenue
$83,004
Expenses
$83,267
Net income
-$263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.3$41.9$20.4$48.2$28.2$20.0
2022Detailed filing. Detailed filing data is available for this year.$48.1$48.2$0.09$25.2$25.9$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$32.1$0.52$46.7$46.7$0.01
2018Detailed filing. Detailed filing data is available for this year.$28.9$28.1$0.80$67.4$67.6$0.16
2017Detailed filing. Detailed filing data is available for this year.$10.8$9.81$0.96$83.0$83.3$0.26