Civic Intelligence

Rotary Club of Naperville Charities

990EZ • Fiscal year 2014 • EIN 26-3120916

Jul 01, 2013 to Jun 30, 2014 • Filed on May 05, 2015

PO Box 260566

(630) 420-1360

Siviq Scores

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

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.13x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.2%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$55,314

Up $4,744 (+9.4%) from 2012

Net Assets

Down

$35,314

Down $15,256 (-30%) from 2012

Liabilities

Up

$20,000

Up $20,000 from 2012

Revenue

$155,085

No earlier filing loaded for comparison.

Expenses

Down

$156,574

Down $1,156 (-0.7%) from 2012

Net Income

-$1,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $7,297Net Assets 2010: $7,2972010Assets 2012: $50,570Liabilities 2012: $0Net Assets 2012: $50,5702012Assets 2014: $55,314Liabilities 2014: $20,000Net Assets 2014: $35,3142014Assets 2015: $84,227Liabilities 2015: $0Net Assets 2015: $84,2272015Assets 2016: $86,656Liabilities 2016: $0Net Assets 2016: $86,6562016Assets 2018: $110,739Liabilities 2018: $0Net Assets 2018: $110,7392018Assets 2019: $117,907Liabilities 2019: $300Net Assets 2019: $117,6072019Assets 2020: $106,976Liabilities 2020: $0Net Assets 2020: $106,9762020Assets 2021: $138,402Liabilities 2021: $70Net Assets 2021: $138,3322021Assets 2022: $127,414Liabilities 2022: $0Net Assets 2022: $127,4142022Assets 2025: $101,218Liabilities 2025: $2,626Net Assets 2025: $98,5922025

Highlighted filing

2014

Assets$55,314
Liabilities$20,000
Net Assets$35,314

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $134,491Expenses 2010: $137,488Net Income 2010: -$2,9972010Expenses 2012: $157,7302012Revenue 2014: $155,085Expenses 2014: $156,574Net Income 2014: -$1,4892014Revenue 2015: $165,695Expenses 2015: $116,782Net Income 2015: $48,9132015Revenue 2016: $128,166Expenses 2016: $125,737Net Income 2016: $2,4292016Revenue 2018: $115,970Expenses 2018: $98,687Net Income 2018: $17,2832018Revenue 2019: $85,861Expenses 2019: $78,993Net Income 2019: $6,8682019Revenue 2020: $55,353Expenses 2020: $65,984Net Income 2020: -$10,6312020Revenue 2021: $112,373Expenses 2021: $81,017Net Income 2021: $31,3562021Revenue 2022: $65,181Expenses 2022: $76,099Net Income 2022: -$10,9182022Revenue 2025: $131,042Expenses 2025: $128,063Net Income 2025: $2,9792025

Highlighted filing

2014

Revenue$155,085
Expenses$156,574
Net Income-$1,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 5, 2015
Return Version
2013v4.0
Gross Receipts
$188,824
Mission and Program Overview

Mission

The Organization was established exclusively for charitable and educational purposes to raise funds and make distributions to other tax exempt organizations in the Naperville area.

Program Services

DescriptionGrantsExpenses
The organization made donations in excess of $125,000 to seventeen charitable organizations in and around the Naperville community. These charities provide a variety of services including food for area residents in need, shelter and food for the homeless, and educational services.$126,625$126,625
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz ZientyPresident-$0--
John GallagherPresident Elect-$0--
Frank SlocumbPresident Nominee-$0--
Mary Lynn HofferTreasurer-$0--
Anju KhannaAssistant Treasurer-$0--
Sandy BensonSecretary-$0--
Keith DruekAnju Khanna-$0--
Janice AndersonDirector-$0--
Nina MenisDirector-$0--
Chuck NewmanDirector-$0--
Hunter ByingtonDirector-$0--
Gerry CassioppiDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$168,924$52,505$22,654$29,851
Total Events$168,924$52,505$32,735$19,770
Filing and Contact Details

Filer

EIN
26-3120916
Phone
6304201360

Signing Officer

Name
Bonnie Marshall
Title
Treasurer
Phone
6304201360
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Preparer
Hugh J Ahern CPA
Phone
7737794720
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: DuPage PADS. Grantee Address: 705 W. Liberty Wheaton, IL 60187. Date of Gift: 11/20/13. Amount Given: 28,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: Hesed House, Inc.. Grantee Address: 659 S. River Street Aurora, IL 60506. Date of Gift: 11/20/13. Amount Given: 28,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: Loaves & Fishes. Grantee Address: 1871 Highgrove Lane Naperville, IL 60540. Grantee Relationship: none. Property Description: cash. Date of Gift: 11/20/13. Amount Given: 28,000. Total included on Form 990-EZ, line 10: 84,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Soups on Event. Amount: 22,348. Description: Bank and Credit Card Fees. Amount: 1,221. Description: Miscellaneous Administrative Costs. Amount: 1,082. Total to Form 990-EZ, line 16: 24,651.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Deferred revenue. Beg. of Year Amount: 0. End of Year Amount: 20,000.

Raw XML Appendix242 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/BusinessName/BusinessNameLine10Erin O'Donnell
IRS990EZ/BooksInCareOfDetail/PhoneNum06306378717
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 2
IRS990EZ/BooksInCareOfDetail/USAddress/City0Naperville
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode060566
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liz Zienty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Frank Slocumb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mary Lynn Hoffer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anju Khanna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sandy Benson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Keith Druek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Janice Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Nina Menis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Chuck Newman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Hunter Byington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Gerry Cassioppi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Nominee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Anju Khanna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024651
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Organization was established exclusively for charitable and educational purposes to raise funds and make distributions to other tax exempt organizations in the Naperville area.
IRS990EZ/PrintingPublicationsPostageAmt0123
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization made donations in excess of $125,000 to seventeen charitable organizations in and around the Naperville community. These charities provide a variety of services including food for area residents in need, shelter and food for the homeless, and educational services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0126625
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0126625
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt033739
IRS990EZ/SpecialEventsNetIncomeLossAmt023846
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0156574
IRS990EZ/TotalProgramServiceExpensesAmt0126625
IRS990EZ/TotalRevenueAmt0155085
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt037834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt037834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0131239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0447988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0139798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0119223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0480003
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95920
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt037834
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0188824
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0230366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0177298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0149872
IRS990ScheduleA/Total509Grp/TotalAmt0927991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0188824
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0149872
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0927991
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0116419
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032735
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03150
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03150
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0366
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0168924
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052505
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Soup's On
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019770
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022654
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06565
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable. Grantee Name: DuPage PADS. Grantee Address: 705 W. Liberty Wheaton, IL 60187. Date of Gift: 11/20/13. Amount Given: 28,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Charitable. Grantee Name: Hesed House, Inc.. Grantee Address: 659 S. River Street Aurora, IL 60506. Date of Gift: 11/20/13. Amount Given: 28,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Charitable. Grantee Name: Loaves & Fishes. Grantee Address: 1871 Highgrove Lane Naperville, IL 60540. Grantee Relationship: none. Property Description: cash. Date of Gift: 11/20/13. Amount Given: 28,000. Total included on Form 990-EZ, line 10: 84,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Soups on Event. Amount: 22,348. Description: Bank and Credit Card Fees. Amount: 1,221. Description: Miscellaneous Administrative Costs. Amount: 1,082. Total to Form 990-EZ, line 16: 24,651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Deferred revenue. Beg. of Year Amount: 0. End of Year Amount: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Marshall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06304201360
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Naperville Charities
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0263120916
ReturnHeader/Filer/PhoneNum06304201360
ReturnHeader/Filer/USAddress/AddressLine10PO Box 2
ReturnHeader/Filer/USAddress/City0Naperville
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363321958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Desmond & Ahern Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010827 S wsetern Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060643
ReturnHeader/PreparerPersonGrp/PhoneNum07737794720
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hugh J Ahern CPA
ReturnHeader/ReturnTs02015-05-05T08:08:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits