Civic Intelligence

Rotary District 6510 Charities

990EZ • Fiscal year 2018 • EIN 26-1451245

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

Organization ProfileN/A
1200 Samantha DriveCarterville, IL 62918

(618) 967-8193

Siviq Scores

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

Liabilities / Assets

94th percentile

0.97x

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

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

Liabilities / Revenue

92nd percentile

0.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

40th percentile

-0.2%

Higher net margin than 40% 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

94th percentile

169%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

$28,941

No earlier filing loaded for comparison.

Net Assets

$798

No earlier filing loaded for comparison.

Liabilities

$28,143

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin40th percentile

Revenue

$67,436

No earlier filing loaded for comparison.

Expenses

$67,600

No earlier filing loaded for comparison.

Net Income

-$164

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$80K$60K$40K$20K$0-$20KAssets 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

2018

Assets$28,941
Liabilities$28,143
Net Assets$798
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 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

2018

Revenue$67,436
Expenses$67,600
Net Income-$164
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$82,673
Mission and Program Overview

Mission

To provide gift management for district 6510 rotary clubs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GIFT MANAGEMENT FOR DISTRICT 6510 ROTARY CLUBS.$67,177$67,600
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE GERLOCKPresidentPT$0--
RICHARD ERDMANNVice Preside-$0--
JANICE ALKADirector-$0--
WILLIAM HACKLERSecretary-$0--
NORMAN PHILLIPSDirector-$0--
JEFFREY THORNTONTreasurerPT$0--
GENE ZINNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/color Ru$51,146$51,146$15,237$35,909
Total Events$51,146$51,146$15,237$35,909
Filing and Contact Details

Filer

Filer Name
Rotary District 6510 Charities
EIN
26-1451245
Phone
6189678193
Address
1200 SAMANTHA DRIVE, CARTERVILLE, IL 62918

Signing Officer

Name
Wayne Gerlock
Title
President
Phone
6189855893
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Kevin W Bragee CPA LLC
Address
2909 WILLIAMSON COUNTY PARKWAY, MARION, IL 62959
Preparer
Kevin W Bragee CPA
Phone
6189931040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses state of illinois fee 15 bank fees 158 total 173”

Form 990-ez, Part II, Line 26

“Grants payable 9,810 28,143”

Raw XML Appendix155 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/AddressChangeInd0X
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/BOYAmt010772
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031527
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-164
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010772
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028941
IRS990EZ/FundraisingGrossIncomeAmt051146
IRS990EZ/GrantsAndSimilarAmountsPaidAmt067177
IRS990EZ/GrossReceiptsAmt082673
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0962
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0962
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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/PersonNm3WILLIAM HACKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NORMAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFREY THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GENE ZINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0173
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GIFT MANAGEMENT FOR DISTRICT 6510 ROTARY CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GIFT MANAGEMENT FOR DISTRICT 6510 ROTARY CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067177
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015237
IRS990EZ/SpecialEventsNetIncomeLossAmt035909
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09810
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028143
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067600
IRS990EZ/TotalProgramServiceExpensesAmt067600
IRS990EZ/TotalRevenueAmt067436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126238
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt051146
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0126238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053774
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126238
IRS990ScheduleA/TotalSupportAmt0126238
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015237
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/COLOR RU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051146
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015237
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STATE OF ILLINOIS FEE 15 BANK FEES 158 TOTAL 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS PAYABLE 9,810 28,143
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE GERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06189855893
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6510 CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261451245
ReturnHeader/Filer/PhoneNum06189678193
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 SAMANTHA DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062918
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A755D8A94D0080805F3CBB4E4A8F941FB659603A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A755D8A94D0080805F3CBB4E4A8F941FB659603A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.22.222.29
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:02:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371373816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN W BRAGEE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 WILLIAMSON COUNTY PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062959
ReturnHeader/PreparerPersonGrp/PhoneNum06189931040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN W BRAGEE CPA
ReturnHeader/ReturnTs02018-10-11T14:02:54-05:00
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
$28,941
Liabilities
$28,143
Net assets
$798
Revenue
$67,436
Expenses
$67,600
Net income
-$164
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits