Civic Intelligence

Rotary International District 6440

EIN 36-2918860 • 501(c)4 • Barrington, IL

Profile

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise, and in particular, to encourage and foster: -first - the development of acquaintance as an opportunity for service -second - high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to service society; -third - the application of the ideal of service in each rotarian's personal, business, and community life; -fourth - the advancement of international understanding, goodwill, and peace through a world fellowship of business and projessional persons united in the ideal of service.

PO Box 4071Barrington, IL 60011

www.rotary6440.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.12x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$442,940

Up $31,722 (+7.7%) from 2023

Liabilities

Down

$1,532

Down $11,859 (-89%) from 2023

Net Assets

Up

$441,408

Up $43,581 (+11%) from 2023

Revenue

Up

$408,321

Up $15,217 (+3.9%) from 2023

Expenses

Down

$364,740

Down $37,867 (-9.4%) from 2023

Net Income

Up

$43,581

Up $53,084 (+559%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $253,478Liabilities 2017: $11,469Net Assets 2017: $242,0092017Assets 2018: $342,579Liabilities 2018: $90,016Net Assets 2018: $252,5632018Assets 2019: $368,158Liabilities 2019: $53,142Net Assets 2019: $315,0162019Assets 2020: $382,565Liabilities 2020: $63,308Net Assets 2020: $319,2572020Assets 2021: $455,776Liabilities 2021: $48,639Net Assets 2021: $407,1372021Assets 2022: $431,550Liabilities 2022: $24,049Net Assets 2022: $407,5012022Assets 2023: $411,218Liabilities 2023: $13,391Net Assets 2023: $397,8272023Assets 2024: $442,940Liabilities 2024: $1,532Net Assets 2024: $441,4082024

Highlighted filing

2024

Assets$442,940
Liabilities$1,532
Net Assets$441,408

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $527,521Expenses 2017: $483,708Net Income 2017: $43,8132017Revenue 2018: $493,440Expenses 2018: $482,886Net Income 2018: $10,5542018Revenue 2019: $450,867Expenses 2019: $388,414Net Income 2019: $62,4532019Revenue 2020: $368,231Expenses 2020: $363,990Net Income 2020: $4,2412020Revenue 2021: $416,032Expenses 2021: $328,152Net Income 2021: $87,8802021Revenue 2022: $432,127Expenses 2022: $431,763Net Income 2022: $3642022Revenue 2023: $393,104Expenses 2023: $402,607Net Income 2023: -$9,5032023Revenue 2024: $408,321Expenses 2024: $364,740Net Income 2024: $43,5812024

Highlighted filing

2024

Revenue$408,321
Expenses$364,740
Net Income$43,581

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 27, 2025
Return Version
2023v6.0
Gross Receipts
$408,321
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise, and in particular, to encourage and foster: -first - the development of acquaintance as an opportunity for service -second - high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to service society; -third - the application of the ideal of service in each rotarian's personal, business, and community life; -fourth - the advancement of international understanding, goodwill, and peace through a world fellowship of business and projessional persons united in the ideal of service.

See schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$362,979$402,247▲ $39,268
Accounts Receivable$48,239$40,693▼ $7,546
Total Assets$411,218$442,940▲ $31,722
Liabilities
Accounts Payable and Accrued Expenses$12,974--
Deferred Revenue-$1,200-
Other Liabilities$417$332▼ $85
Total Liabilities$13,391$1,532▼ $11,859
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$397,827$441,408▲ $43,581
Total Net Assets Fund Balance$397,827$441,408▲ $43,581
Total Liabilities and Net Assets / Fund Balance$411,218$442,940▲ $31,722

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,473$2,473
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill KimiecikDirector
Marlene FrisbieDistrict Govenor Nominee
Mark BakDistrict Governor
Thor DavidsonDistrict Governor Elect
Don BrewerSecretary
John DuRocherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,117
Program Service Revenue
$206,858
Investment Income
$0
Other Revenue
$8,346
All Other Contributions
$20,391
Change in Net Assets
$43,581

Audited Revenue Reconciliation

Revenue per Audited Statements
$408,321
Total Revenue per Audited Statements
$408,321
Total Revenue per Form 990
$408,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,088
Grants and Similar Amounts Paid$86,242
Salaries, Compensation, and Employee Benefits$15,410
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$116,213$33,003-$149,216
Grants to Domestic Orgs$86,242--$86,242
All Other Expenses$10,849$10,270-$21,119
Other Salaries and Wages-$15,410-$15,410
Fees for Services Accounting-$14,659-$14,659
Office Expenses-$12,712-$12,712
Other Expenses$8,489--$8,489
Travel-$3,638-$3,638
Information Technology-$648-$648
Total Functional Expenses$274,400$90,340$0$364,740

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$364,740
Total Expenses per Audited Statements$364,740
Total Expenses per Form 990$364,740
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evanston Lighthouse Rotary Club FoundationEvanston, IL--$7,783
Rotary Club Charitable Projects Foundation of NorthbrookNorthbrook, IL--$7,666
Shelter Box USASanta Barbara, CA--$6,579
Rotary Club of BataviaBatavia, IL--$6,128
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$332
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6

The District is composed of multiple local rotary clubs. All district activities are conducted by rotarians who are members of a club within the District.

Form 990, Part VI, Line 7A

The President of each club is a voting member of the District. The District has 66 rotary clubs, thus 67 members.

Form 990, Part VI, Line 7B

Club Presidents vote on the annual budget and any other issues required by Rotary International.

Form 990, Part VI, Line 11B

The form 990 is reviewed by the Finance Committee and District Governor before filing. The independent CPA hired to audit financial statements and prepare the information returns is available to address questions or concerns prior to filing.

Form 990, Part VI, Line 19

The Organization management provides upon request information subject to public disclosure. Additionally, three most recent years of form 990 filed by the Organization are available at Guidestar.org.

Filing and Contact Details

Filer

Filer Name
Rotary International District 6440
EIN
36-2918860
Phone
4798412290
Address
PO Box 4071, Barrington, IL 60011

Signing Officer

Name
Thor Davidson
Title
District Governer
Phone
4798412290
Signed
2025-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thor Davidson
Formed
1977
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
25

Preparer

Firm
Eccezion
Address
5400 W Elm Street Suite 203, McHenry, IL 60050
Preparer
Cheryden Juergensen
Phone
8153441300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 252,995, Grants and allocations 0, Revenue 206,858 District grants paid, RYLA, District Assembly, Fall/Summit, PETS, International Convention, Foundation Dinner and other miscellaneous

Form 990, Part I, Line 1

Rotary clubs are combined into geographic areas by Rotary International for administrative purposes. District 6440 includes 66 clubs in the area of Lake, McHenry, Northern Cook and Northern DuPage counties. The activities and organization of the District are to help individual rotary clubs advance the object of rotary. Rotary is committed to service above self, channeled through the avenues of service which form the foundation of the club. Club service - focuses on strengthening fellowship and ensuring the effective functioning of the club. Vocational service - encourages rotarians to serve others through their vocations and to practice high ethical standards. Community service - covers the projects and activities the club undertakes to improve life in its community. International service - encompasses actions taken to expand rotarys humanitarian reach around the globe and to promote world understanding and peace. New generations service - recognizes the positive change implemented by youth and young adults through leadership development activities such as RYLA, Roteract and Interact, service projects and creating international understanding with rotary youth exchange.

Form 990, Part III, Line 1

The object of Rotary is to encourage and foster the idea of service as a basis of worthy enterprise, and in particular, to encourage and foster First - the development of acquaintance as an opportunity for service Second - high ethical standards in business and professions the recognition of the worthiness of all useful occupations and then dignifying of each rotarians occupation as an opportunity to service society Third - the application of the idea of service in each rotarians personal, business and community life Fourth - the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the idea of service.

Form 990, Part III, Line 4A

Exposure to different cultues ranks as one of the most powerful wats to promote international understanding and peace. The rotary youth exchange program provides thousands of young students with the opportunity to meet people from other countries and experience new cultures, planting the seeds for a lifetime of understanding. The program offers numerous benefits to its young participants and their rotarian hosts and mentors, as well as to the community at large. Through youth exchange, students learn firsthand about all aspects of life in another country. As their concept of the world expands, they mature and develop a deeper understanding of themselves. Immersion in another countrys educational system enhances their academic and personal growth, host clubs and families and the entire community are enriched by extended, friendly contact with someone form a different culture.

Financial Statement Notes

X 2

The District is exempt from federal income taxes under Section 501c4 of the Internal Revenue Code and reported no unrelated business income for the year ended June 30, 2024. Management represents there are no uncertain tax position or other provision for income taxes that should be recognized in these financial statements.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liabilities
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The District is exempt from federal income taxes under Section 501c4 of the Internal Revenue Code and reported no unrelated business income for the year ended June 30, 2024. Management represents there are no uncertain tax position or other provision for income taxes that should be recognized in these financial statements.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Evanston Lighthouse Rotary Club Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Rotary Club of Batavia
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Shelter Box USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Rotary Club Charitable Projects Foundation of Northbrook
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 445
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 111
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2101 Innovation Place
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 283
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Evanston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Batavia
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Santa Barbara
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Northbrook
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 252,995, Grants and allocations 0, Revenue 206,858 District grants paid, RYLA, District Assembly, Fall/Summit, PETS, International Convention, Foundation Dinner and other miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rotary clubs are combined into geographic areas by Rotary International for administrative purposes. District 6440 includes 66 clubs in the area of Lake, McHenry, Northern Cook and Northern DuPage counties. The activities and organization of the District are to help individual rotary clubs advance the object of rotary. Rotary is committed to service above self, channeled through the avenues of service which form the foundation of the club. Club service - focuses on strengthening fellowship and ensuring the effective functioning of the club. Vocational service - encourages rotarians to serve others through their vocations and to practice high ethical standards. Community service - covers the projects and activities the club undertakes to improve life in its community. International service - encompasses actions taken to expand rotarys humanitarian reach around the globe and to promote world understanding and peace. New generations service - recognizes the positive change implemented by youth and young adults through leadership development activities such as RYLA, Roteract and Interact, service projects and creating international understanding with rotary youth exchange.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The object of Rotary is to encourage and foster the idea of service as a basis of worthy enterprise, and in particular, to encourage and foster First - the development of acquaintance as an opportunity for service Second - high ethical standards in business and professions the recognition of the worthiness of all useful occupations and then dignifying of each rotarians occupation as an opportunity to service society Third - the application of the idea of service in each rotarians personal, business and community life Fourth - the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the idea of service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Exposure to different cultues ranks as one of the most powerful wats to promote international understanding and peace. The rotary youth exchange program provides thousands of young students with the opportunity to meet people from other countries and experience new cultures, planting the seeds for a lifetime of understanding. The program offers numerous benefits to its young participants and their rotarian hosts and mentors, as well as to the community at large. Through youth exchange, students learn firsthand about all aspects of life in another country. As their concept of the world expands, they mature and develop a deeper understanding of themselves. Immersion in another countrys educational system enhances their academic and personal growth, host clubs and families and the entire community are enriched by extended, friendly contact with someone form a different culture.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The District is composed of multiple local rotary clubs. All district activities are conducted by rotarians who are members of a club within the District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The President of each club is a voting member of the District. The District has 66 rotary clubs, thus 67 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Presidents vote on the annual budget and any other issues required by Rotary International.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The form 990 is reviewed by the Finance Committee and District Governor before filing. The independent CPA hired to audit financial statements and prepare the information returns is available to address questions or concerns prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The Organization management provides upon request information subject to public disclosure. Additionally, three most recent years of form 990 filed by the Organization are available at Guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Thor Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governer
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-27
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eccezion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 W Elm Street Suite 203
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02025-03-27T03:30:31-00:00
ReturnHeader/ReturnTypeCd0990

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