Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
Woodstock Rotary Foundation
EIN 26-3386309 • 501(c)3 • Woodstock, IL
Profile
To promote the welfare and education of adults, children and youth in home, school, and community; and to bring into closer relation people of all races, social, economic, and educational levels.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.10x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Balance Sheet
Assets
Up$242,821
Up $38,881 (+19%) from 2024
Liabilities
Flat$25,000
Flat from 2024
Net Assets
Up$217,821
Up $38,881 (+22%) from 2024
Revenue
Up$150,035
Up $37,551 (+33%) from 2024
Expenses
Down$111,155
Down $27,742 (-20%) from 2024
Net Income
Up$38,880
Up $65,293 (+247%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $242,821
- Liabilities
- $25,000
- Net assets
- $217,821
- Revenue
- $150,035
- Expenses
- $111,155
- Net income
- $38,880
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 7, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $150,035
Mission and Program Overview
Mission
To promote the welfare and education of adults, children and youth in home, school, and community; and to bring into closer relation people of all races, social, economic, and educational levels.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. | - | $109,691 |
| TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOESEPH MCDONOUGH | President El | - | $0 | - | - |
| LAURA CULLOTTA | President | - | $0 | - | - |
| JACKIE SPECIALE | Secretary | - | $0 | - | - |
| ROSCOE STELFORD | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Woodstock Rotary Foundation
- EIN
- 26-3386309
- Address
- P O BOX 670, WOODSTOCK, IL 60098
Signing Officer
- Name
- Roscoe Stelford
- Title
- Treasurer
- Signed
- 2025-11-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jarvis & Associates Ltd
- Address
- 1065 LAKE AVE, WOODSTOCK, IL 60098
- Preparer
- Ronald W Jarvis CPA
- Phone
- 8153382566
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Interest income 762 total 762”
Form 990-ez, Part I, Line 16
“Expenses bank charges 192 license & fees 30 credit card fees 510 69 total 801”
Form 990-ez, Part I, Line 20
“Unrealized gains on investments 0 unrealized loss 0”
Form 990-ez, Part II, Line 26
“Accrued project expense 0 0 secured notes payable 25,000 25,000”
Form 990-ez, Part III
“To promote the welfare and education of adults, children and youth in home, school, and community; and to bring into closer relation people of all races, social, economic, and educational levels.”
Form 990-ez, Part III, Line 31
“To promote the welfare and education of adults, children and youth in home, school, and community; and to bring into closer relation people of all races, social, economic, and educational levels.”
Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JARVIS & ASSOCIATES LTD |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | JARVIS & ASSOC LTD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8153382566 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1065 LAKE AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WOODSTOCK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60098 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 203941 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 242821 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 38880 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 110354 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 203941 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 242821 |
| IRS990EZ/GrossReceiptsAmt | 0 | 150035 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 178941 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 217821 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 178941 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 217821 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOESEPH MCDONOUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LAURA CULLOTTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JACKIE SPECIALE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROSCOE STELFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 801 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 762 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 149273 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 109691 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 25000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 25000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 111155 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 109691 |
| IRS990EZ/TotalRevenueAmt | 0 | 150035 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 150035 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 112484 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 143539 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94668 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 106951 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 607677 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 607677 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 150035 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 112484 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 143539 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 94668 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 106951 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 607677 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 150035 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 112484 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 143539 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94668 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 106951 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 607677 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INTEREST INCOME 762 TOTAL 762 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK CHARGES 192 LICENSE & FEES 30 CREDIT CARD FEES 510 69 TOTAL 801 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | UNREALIZED GAINS ON INVESTMENTS 0 UNREALIZED LOSS 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCRUED PROJECT EXPENSE 0 0 SECURED NOTES PAYABLE 25,000 25,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | TO PROMOTE THE WELFARE AND EDUCATION OF ADULTS, CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY; AND TO BRING INTO CLOSER RELATION PEOPLE OF ALL RACES, SOCIAL, ECONOMIC, AND EDUCATIONAL LEVELS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROSCOE STELFORD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WOODSTOCK ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WOOD |
| ReturnHeader/Filer/EIN | 0 | 263386309 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 670 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WOODSTOCK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60098 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 363400397 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JARVIS & ASSOCIATES LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1065 LAKE AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WOODSTOCK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60098 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8153382566 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RONALD W JARVIS CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-10T12:13:52-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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