Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$125,698
Up $1,966 (+1.6%) from 2014
Net Assets
Up$125,698
Up $3,566 (+2.9%) from 2014
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$64,918
Up $7,471 (+13%) from 2014
Expenses
Down$61,354
Down $907 (-1.5%) from 2014
Net Income
Up$3,564
Up $8,378 (+174%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Oct 9, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $64,918
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. | - | $38,751 |
| 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. | - | $22,014 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LESLIE SMITH | Treas | - | $0 | - | - |
| TOM MCGRATH | President | - | $0 | - | - |
| JOHN BUCKLEY | Secretary | - | $0 | - | - |
| TOM ROGERS | Vice Preside | - | $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
- Tom Mcgrath
- Title
- President
- Signed
- 2015-10-09
- 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
“Miscellaneous income-project 1,335 total 1,335”
Form 990-ez, Part I, Line 16
“Expenses community services-nfib d 10,000 host families-project 5,541 youth exchange-misc 15 youth exchange-school fee 873 winners/awards 700 miscellaneous-project 1,400 miscellaneous 1,000 exchange student-project 200 international project 1,000 polio eradication fund 485 youth exchange-outbound 1,950 interact 1,426 beach party 11,943 r.y.l.a. (rotary youth le 975 grant awards 7,000 fees & licenses 125 student allowance 392 octoberfest - 2014 14,684 transfer to general 381 bank charges/fee 464 total 60,554”
Form 990-ez, Part II, Line 26
“Accrued project expense 1,600 0”
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 Appendix145 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/BenefitsPaidToOrForMembersAmt | 0 | 800 |
| 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 | 1143 N SEMINARY AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 1143 N SEMINARY AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WOODSTOCK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60098 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 123734 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 125698 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3564 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 123734 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 125698 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64918 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 85 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 122134 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 125698 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 122134 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 125698 |
| 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 | LESLIE SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TOM MCGRATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN BUCKLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TOM ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 60554 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1335 |
| 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 | 63498 |
| 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 | 22014 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 38751 |
| 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 | 1600 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 61354 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 60765 |
| IRS990EZ/TotalRevenueAmt | 0 | 64918 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1340 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 175 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 2515 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 64918 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 56107 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 50715 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 44825 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 50305 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 266870 |
| 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 | 269385 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 64918 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 57447 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50715 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45825 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50480 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 269385 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 64918 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 57447 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 50715 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 45825 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 50480 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 269385 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISCELLANEOUS INCOME-PROJECT 1,335 TOTAL 1,335 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES COMMUNITY SERVICES-NFIB D 10,000 HOST FAMILIES-PROJECT 5,541 YOUTH EXCHANGE-MISC 15 YOUTH EXCHANGE-SCHOOL FEE 873 WINNERS/AWARDS 700 MISCELLANEOUS-PROJECT 1,400 MISCELLANEOUS 1,000 EXCHANGE STUDENT-PROJECT 200 INTERNATIONAL PROJECT 1,000 POLIO ERADICATION FUND 485 YOUTH EXCHANGE-OUTBOUND 1,950 INTERACT 1,426 BEACH PARTY 11,943 R.Y.L.A. (ROTARY YOUTH LE 975 GRANT AWARDS 7,000 FEES & LICENSES 125 STUDENT ALLOWANCE 392 OCTOBERFEST - 2014 14,684 TRANSFER TO GENERAL 381 BANK CHARGES/FEE 464 TOTAL 60,554 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCRUED PROJECT EXPENSE 1,600 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 | 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/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 II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TOM MCGRATH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-09 |
| 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/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 | 2015-10-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RONALD W JARVIS CPA |
| ReturnHeader/ReturnTs | 0 | 2015-10-09T10:37:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $125,698
- Liabilities
- -
- Net assets
- $125,698
- Revenue
- $64,918
- Expenses
- $61,354
- Net income
- $3,564