Civic Intelligence

Rotary District 6510 Charities

990EZ • Fiscal year 2023 • EIN 26-1451245

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 12, 2023

Organization ProfileN/A
1403 Firefly CTCarterville, 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

0.99x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

1.04x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

0.3%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-46%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-2.2%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$25,949

Down $22,152 (-46%) from 2022

Net Assets

Up

$227

Up $317 (+352%) from 2022

Liabilities

Down

$25,722

Down $22,469 (-47%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin44th percentile

Revenue

Down

$24,682

Down $560 (-2.2%) from 2022

Expenses

Down

$24,615

Down $1,239 (-4.8%) from 2022

Net Income

Up

$67

Up $679 (+111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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 2023: $25,949Liabilities 2023: $25,722Net Assets 2023: $2272023Assets 2025: $62,273Liabilities 2025: $41,904Net Assets 2025: $20,3692025

Highlighted filing

2023

Assets$25,949
Liabilities$25,722
Net Assets$227
Open 2023 Filing

Operations Trend

Revenue Growth41st 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 2023: $24,682Expenses 2023: $24,615Net Income 2023: $672023Revenue 2025: $48,220Expenses 2025: $28,217Net Income 2025: $20,0032025

Highlighted filing

2023

Revenue$24,682
Expenses$24,615
Net Income$67
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$24,682
Mission and Program Overview

Mission

To provide gift management for district 6510 rotary clubs.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GIFT MANAGEMENT SERVICES TO DISTRICT 6510 ROTARY CLUBS.-$23,616
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE GERLOCKPresidentPT$0--
RICHARD ERDMANVice President-$0--
JANICE ALKASecretary-$0--
JEFFREY THORNTONTreasurerPT$0--
MARY HARVEYDirector-$0--
NORMAN PHILLIPSDirector-$0--
JILL PETRUSINSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 6510 Charities
EIN
26-1451245
Phone
6189678193
Address
1403 FIREFLY CT, CARTERVILLE, IL 62918

Signing Officer

Name
Wayne Gerlock
Title
President
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Greg Jones CPA
Address
1122 E Green St, Pasadena, CA 91106
Preparer
Greg Jones
Phone
6266963698
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $23616”

Other Expenses.2

“SIGNAGE $1000”

Other Expenses.3

“Bank and credit card fees $908”

Other Expenses.4

“Administrative costs $750”

Other Expenses.5

“STATE FILING FEE $15”

Other Expenses.6

“COST ALLOCATIONS $-2099”

Total Liabilities.1002

“Grants Payable - Beginning $47941 Grants Payable - Ending $25722”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF THORNTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06185304447
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01010 BELLEVILLE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062254
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048101
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025949
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023212
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt067
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048101
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IRS990EZ/FundraisingGrossIncomeAmt01470
IRS990EZ/GrossReceiptsAmt024682
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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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 ERDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANICE ALKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFREY THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NORMAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JILL PETRUSINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024190
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GIFT MANAGEMENT FOR DISTRICT 6510 ROTARY CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GIFT MANAGEMENT SERVICES TO DISTRICT 6510 ROTARY CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023616
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01470
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt047941
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025722
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024615
IRS990EZ/TotalProgramServiceExpensesAmt023616
IRS990EZ/TotalRevenueAmt024682
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TO PROVIDE GIFT MANAGEMENT FOR DISTRICT 6510 ROTARY CLUBS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0137616
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0137616
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137616
IRS990ScheduleA/TotalSupportAmt0137616
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $23616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGNAGE $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND CREDIT CARD FEES $908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE COSTS $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATE FILING FEE $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST ALLOCATIONS $-2099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grants Payable - Beginning $47941 Grants Payable - Ending $25722
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE GERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 6510 CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261451245
ReturnHeader/Filer/PhoneNum06189678193
ReturnHeader/Filer/USAddress/AddressLine1Txt01403 FIREFLY CT
ReturnHeader/Filer/USAddress/CityNm0CARTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062918
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271340772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREG JONES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01122 E Green St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06266963698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Jones
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-12T11:32:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERLOCK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,949
Liabilities
$25,722
Net assets
$227
Revenue
$24,682
Expenses
$24,615
Net income
$67
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
2023Detailed filing. Detailed filing data is available for this year.$25.9$25.7$0.23$24.7$24.6$0.07
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