Civic Intelligence

Rotary International - Waukegan

990EZ • Fiscal year 2024 • EIN 36-3126446

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 01, 2024

Organization ProfileN/A
PO Box 8728Waukegan, IL 60085

(847) 445-0550

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-36%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$7,327

Down $1,996 (-21%) from 2023

Net Assets

Down

$6,909

Down $2,156 (-24%) from 2023

Liabilities

Up

$418

Up $160 (+62%) from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin20th percentile

Revenue

Down

$10,391

Down $5,884 (-36%) from 2023

Expenses

Down

$12,153

Down $1,111 (-8.4%) from 2023

Net Income

Down

-$1,762

Down $4,773 (-159%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2024

Assets$7,327
Liabilities$418
Net Assets$6,909
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

2024

Revenue$10,391
Expenses$12,153
Net Income-$1,762
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$10,391
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$1,347$1,347
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR WILLIAM JENESOVECPresidentPT$0--
JOCELYNE CASHMORE-JOHNSONSecretaryPT$0--
LISA JOHNSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Waukegan
EIN
36-3126446
Phone
8474450550
Address
PO BOX 8728, WAUKEGAN, IL 60085

Signing Officer

Name
Lisa Johnson
Title
Treasurer
Phone
8474450550
Signed
2024-11-01

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

“GRANT EXPS 1347.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 75.”

Form 990EZ, Part I, Line 16

“FUNDRAISING EXP. 2524.”

Form 990EZ, Part I, Line 16

“DUES 2439.”

Form 990EZ, Part I, Line 16

“ROTARY INTL DUES”

Form 990EZ, Part I, Line 16

“Rotary intl foundation 1721.”

Form 990EZ, Part I, Line 16

“I T EXPENSE 443.”

Form 990EZ, Part I, Line 16

“FRAUD EXPS 300.”

Form 990EZ, Part I, Line 16

“GIFT EXPS 1438.”

Form 990EZ, Part I, Line 16

“FUNDRAISING SUPPLIES”

Form 990EZ, Part II, Line 24

“ACCOUNTS RECEIVABLE”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE”

Form 990EZ, Part II, Line 26

“LOANS PAYABLE”

Raw XML Appendix136 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/BOYAmt09323
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05091
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1762
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01574
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09323
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07327
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt010391
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06909
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/PersonNm0DR WILLIAM JENESOVEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOCELYNE CASHMORE-JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-394
IRS990EZ/OtherExpensesTotalAmt010287
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC - PROMOTING SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt0292
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FEED THE HUNGRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01347
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0258
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0418
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012153
IRS990EZ/TotalProgramServiceExpensesAmt01347
IRS990EZ/TotalRevenueAmt010391
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT EXPS 1347.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXP. 2524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES 2439.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTL DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY INTL FOUNDATION 1721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6I T EXPENSE 443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FRAUD EXPS 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFT EXPS 1438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUNDRAISING SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LOANS PAYABLE
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474450550
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - WAUKEGAN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0363126446
ReturnHeader/Filer/PhoneNum08474450550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8728
ReturnHeader/Filer/USAddress/CityNm0WAUKEGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A LEVINE
ReturnHeader/ReturnTs02024-11-11T07:34:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,327
Liabilities
$418
Net assets
$6,909
Revenue
$10,391
Expenses
$12,153
Net income
-$1,762
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
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.12$0.31$7.80$12.6$12.9$0.31