Civic Intelligence

Rotary International - Waukegan

990EZ • Fiscal year 2022 • EIN 36-3126446

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

Organization ProfileN/A
PO Box 8728Waukegan, IL 60085

(847) 360-1020

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

$8,118

No earlier filing loaded for comparison.

Net Assets

$7,804

No earlier filing loaded for comparison.

Liabilities

$314

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin36th percentile

Revenue

$12,598

No earlier filing loaded for comparison.

Expenses

$12,912

No earlier filing loaded for comparison.

Net Income

-$314

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0Assets 2022: $8,118Liabilities 2022: $314Net Assets 2022: $7,8042022Assets 2023: $9,323Liabilities 2023: $258Net Assets 2023: $9,0652023Assets 2024: $7,327Liabilities 2024: $418Net Assets 2024: $6,9092024Assets 2025: $6,292Liabilities 2025: $395Net Assets 2025: $5,8972025

Highlighted filing

2022

Assets$8,118
Liabilities$314
Net Assets$7,804
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2022: $12,598Expenses 2022: $12,912Net Income 2022: -$3142022Revenue 2023: $16,275Expenses 2023: $13,264Net Income 2023: $3,0112023Revenue 2024: $10,391Expenses 2024: $12,153Net Income 2024: -$1,7622024Revenue 2025: $6,667Expenses 2025: $7,679Net Income 2025: -$1,0122025

Highlighted filing

2022

Revenue$12,598
Expenses$12,912
Net Income-$314
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.1
Gross Receipts
$12,598
Mission and Program Overview

Mission

The primary exempt purpose of Rotary International chapters is to bring together business professional and community leaders to provide humanitarian service encourage high ethical standards support education and advance goodwill and peace locally and globally.

Civic - promoting social welfare

Program Services

DescriptionGrantsExpenses
FEED THE HUNGRY$0$893
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORA ANDERSONPresidentPT$0--
DR WILLIAM JENESOVECSecretaryPT$0--
LISA JOHNSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Waukegan
EIN
36-3126446
Address
PO BOX 8728, WAUKEGAN, IL 60085

Signing Officer

Name
Lisa Johnson
Title
Treasurer
Signed
2022-10-26

Preparer

Firm
Michael a Levine Ltd
Address
1435 WOODRIDGE CT, DEERFIELD, IL 60015
Preparer
Michael a Levine
Phone
8474441169
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BAD DEBT 310.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 424.”

Form 990EZ, Part I, Line 16

“FUNDRAISING EXP. 1949.”

Form 990EZ, Part I, Line 16

“DUES 1430.”

Form 990EZ, Part I, Line 16

“ROTARY INTL DUES 1475.”

Form 990EZ, Part I, Line 16

“Rotary intl foundation 1690.”

Form 990EZ, Part I, Line 16

“I T EXPENSE 1998.”

Form 990EZ, Part I, Line 16

“CONTRIBUTION EXPS 268.”

Form 990EZ, Part I, Line 16

“GIFT EXPS 762.”

Form 990EZ, Part I, Line 16

“Fundraising supplies 903.”

Form 990EZ, Part II, Line 24

“Accounts receivable 300. 0.”

Form 990EZ, Part II, Line 26

“Accounts payable 2587. 314.”

Form 990EZ, Part II, Line 26

“LOANS PAYABLE 17376. 0.”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA JOHNSON - TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08473601020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8728
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKEGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08118
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05778
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-314
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01094
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08118
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt012598
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06820
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021074
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021074
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THEODORA ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR WILLIAM JENESOVEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-12956
IRS990EZ/OtherExpensesTotalAmt011209
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC - PROMOTING SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt0609
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FEED THE HUNGRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0893
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019963
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0314
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012912
IRS990EZ/TotalProgramServiceExpensesAmt0893
IRS990EZ/TotalRevenueAmt012598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BAD DEBT 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXP. 1949.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES 1430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTL DUES 1475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY INTL FOUNDATION 1690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6I T EXPENSE 1998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRIBUTION EXPS 268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFT EXPS 762.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUNDRAISING SUPPLIES 903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTS RECEIVABLE 300. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS PAYABLE 2587. 314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LOANS PAYABLE 17376. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - WAUKEGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0363126446
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8728
ReturnHeader/Filer/USAddress/CityNm0WAUKEGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363791842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL A LEVINE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01435 WOODRIDGE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08474441169
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A LEVINE
ReturnHeader/ReturnTs02022-10-28T09:04:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,118
Liabilities
$314
Net assets
$7,804
Revenue
$12,598
Expenses
$12,912
Net income
-$314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.29$0.40$5.90$6.67$7.68$1.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.42$6.91$10.4$12.2$1.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.26$9.07$16.3$13.3$3.01
2022Detailed filing. Detailed filing data is available for this year.$8.12$0.31$7.80$12.6$12.9$0.31