Civic Intelligence

Swansea Rotary Club

EIN 30-0009239 • 501(c)4 • Belleville, IL

Profile

Support of local youth & charitable organizations

PO Box 23746Belleville, IL 62223

www.swansearotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-17%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

7.7%

Faster revenue growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$46,390

Down $9,612 (-17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$46,390

Down $9,612 (-17%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin26th percentile

Revenue

Up

$64,296

Up $4,605 (+7.7%) from 2024

Expenses

Up

$73,908

Up $11,605 (+19%) from 2024

Net Income

Down

-$9,612

Down $7,000 (-268%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $39,785Net Assets 2014: $39,7852014Assets 2015: $47,960Net Assets 2015: $47,9602015Assets 2024: $56,002Liabilities 2024: $0Net Assets 2024: $56,0022024Assets 2025: $46,390Liabilities 2025: $0Net Assets 2025: $46,3902025

Highlighted filing

2025

Assets$46,390
Liabilities$0
Net Assets$46,390
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $56,260Expenses 2014: $41,167Net Income 2014: $15,0932014Revenue 2015: $72,449Expenses 2015: $64,274Net Income 2015: $8,1752015Revenue 2024: $59,691Expenses 2024: $62,303Net Income 2024: -$2,6122024Revenue 2025: $64,296Expenses 2025: $73,908Net Income 2025: -$9,6122025

Highlighted filing

2025

Revenue$64,296
Expenses$73,908
Net Income-$9,612
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,390
Liabilities
$0
Net assets
$46,390
Revenue
$64,296
Expenses
$73,908
Net income
-$9,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$64.3$73.9$9.61
2024Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$59.7$62.3$2.61
2015Detailed filing. Detailed filing data is available for this year.$48.0$48.0$72.4$64.3$8.18
2014Detailed filing. Detailed filing data is available for this year.$39.8$39.8$56.3$41.2$15.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$83,194
Mission and Program Overview

Mission

To assist youth in the community.

support of local youth and charitable organizations

Program Services

DescriptionGrantsExpenses
support of local youth and charitable organizations$0$62,101
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WILSONPresident 2025-2026-$0--
TRICIA TIALDOPast President 2024-2025-$0--
JOHN LAKERVice President-$0--
CORY DEHLERClub Secretary-$0--
RUTH ANN ERDMANNExecutive Secretary-$0--
VICKY MCCARTHYTreasurer-$0--
DAVID COLEDirector-$0--
JOE ROSSIDirector-$0--
LESTER DIERKESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$44,527$31,952$2,665$29,287
5k$11,064$11,064$4,217$6,847
Total Events$68,671$56,096$18,897$37,199
Filing and Contact Details

Filer

Filer Name
Swansea Rotary Club
EIN
30-0009239
Phone
6189797830
Address
PO Box 23746, Belleville, IL 62223

Signing Officer

Name
Vicky McCarthy
Title
Treasurer
Phone
6189797830
Signed
2025-08-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“FINES, HAPPY BUCKS”

Form 990-EZ, Part I, Line 10

“Scholarships 14,500 Donations 47601”

Form 990-EZ, Part I, Line 16

“Description;Amount^Dues;5681|Annual filing fees;25|Student of month meals;2277|Insurance;575|Advertising;356|Meeting expense;1661|Badges awards misc;1232^Total;11807^”

Raw XML Appendix199 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum06189797830
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 SPYGLASS CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OFALLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056002
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014625
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9612
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/FundraisingGrossIncomeAmt056096
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062101
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt083194
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0632
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt010341
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046390
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRICIA TIALDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORY DEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUTH ANN ERDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICKY MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE ROSSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LESTER DIERKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT 2025-2026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT 2024-2025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLUB SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011807
IRS990EZ/OtherRevenueTotalAmt01500
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0support of local youth and charitable organizations
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0support of local youth and charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062101
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt037198
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073908
IRS990EZ/TotalProgramServiceExpensesAmt062101
IRS990EZ/TotalRevenueAmt064296
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.swansearotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01850
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018897
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07757
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013080
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037199
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0408
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07290
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02665
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINES, HAPPY BUCKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships 14,500 Donations 47601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Dues;5681|Annual filing fees;25|Student of month meals;2277|Insurance;575|Advertising;356|Meeting expense;1661|Badges awards misc;1232^Total;11807^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicky McCarthy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06189797830
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWANSEA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0300009239
ReturnHeader/Filer/PhoneNum06189797830
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 23746
ReturnHeader/Filer/USAddress/CityNm0Belleville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-15T15:06:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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