Civic Intelligence

Wheaton Rotary Service Fund

990EZ • Fiscal year 2024 • EIN 36-3354640

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2024

PO Box 68Wheaton, IL 60187

(630) 373-6206

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.0%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$120,691

Down $1,237 (-1.0%) from 2023

Net Assets

Down

$120,691

Down $1,237 (-1.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$37,844

Down $9,012 (-19%) from 2023

Expenses

Down

$48,628

Down $6,180 (-11%) from 2023

Net Income

Down

-$10,784

Down $2,832 (-36%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $95,239Net Assets 2015: $95,2392015Assets 2017: $83,125Net Assets 2017: $83,1252017Assets 2018: $88,617Net Assets 2018: $88,6172018Assets 2019: $111,169Net Assets 2019: $111,1692019Assets 2020: $94,424Net Assets 2020: $94,4242020Assets 2021: $122,730Net Assets 2021: $122,7302021Assets 2022: $128,583Net Assets 2022: $128,5832022Assets 2023: $121,928Net Assets 2023: $121,9282023Assets 2024: $120,691Net Assets 2024: $120,6912024

Highlighted filing

2024

Assets$120,691
Liabilities-
Net Assets$120,691

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $76,839Expenses 2015: $72,309Net Income 2015: $4,5302015Revenue 2017: $99,055Expenses 2017: $98,369Net Income 2017: $6862017Revenue 2018: $82,476Expenses 2018: $73,759Net Income 2018: $8,7172018Revenue 2019: $72,591Expenses 2019: $50,039Net Income 2019: $22,5522019Revenue 2020: $54,334Expenses 2020: $71,079Net Income 2020: -$16,7452020Revenue 2021: $57,747Expenses 2021: $29,441Net Income 2021: $28,3062021Revenue 2022: $57,034Expenses 2022: $51,181Net Income 2022: $5,8532022Revenue 2023: $46,856Expenses 2023: $54,808Net Income 2023: -$7,9522023Revenue 2024: $37,844Expenses 2024: $48,628Net Income 2024: -$10,7842024

Highlighted filing

2024

Revenue$37,844
Expenses$48,628
Net Income-$10,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2024
Return Version
2023v6.0
Gross Receipts
$60,929
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 serve society; third: the application of the ideal of service in each rotarian's peronal, 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 ideal of service.

Program Services

DescriptionGrantsExpenses
PHILANTHROPIC - DONATIONS MADE TO LOCAL SCHOOLS, CITY OF WHEATON, CHARITABLE ORGANIZATIONS, AND OTHER GROUPS SUPPORTING LOCAL COMMUNITY PROJECTS.$34,360$34,360
SCHOLARSHIPS - THE ROTARY CLUB OF WHEATON OFFERS SCHOLARSHIPS TO WHEATON AREA COLLEGE STUDENTS (PREVIOUS DISTRICT 200 STUDENTS) FOR THEIR JUNIOR AND SENIOR YEARS. APPLICANTS MUST DEMONSTRATE FINANCIAL NEED TO COMPLETE.$13,750$13,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY COFFEYPresident-$0--
BETSY ADAMOWSKIVice-Preside-$0--
MARK DANIELSImmediate Pa-$0--
CHRIS DABOVICHSectry & Pre-$0--
JOHN YOUNGTreasurer-$0--
SAM SALAHIDirector-$0--
THOR DAVIDSONDirector-$0--
KELLI WALKERDirector-$0--
JOHN WILTDirector-$0--
ED LOWRIEDirector-$0--
KURT PARENTDirector-$0--
BILL MCGURRDirector-$0--
DEBBIE DUDEKDirector-$0--
JOE CUTTONEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$56,476$21,585$2,453$19,132
Total Events$56,476$21,585$23,085$-1,500
Filing and Contact Details

Filer

Filer Name
Wheaton Rotary Service Fund
EIN
36-3354640
Phone
6303736206
Address
PO BOX 68, WHEATON, IL 60187

Signing Officer

Name
Mark Daniels
Title
Immediate Past Pres.
Phone
6307844503
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mathieson Moyski Austin & Co Llp
Address
2200 CABOT DR STE 320, LISLE, IL 60532-5251
Preparer
John Straus CPA
Phone
6306531616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 13,750 relationship: none

Form 990-ez, Part I, Line 10

Name: community unit school district 200 address: 130 w. Park ave wheaton, il 60189 noncash contribution: 5,797 description of property: school supplies date of gift: 11/17/2023 name: various organizations <= 5,000 cash contribution: 28,563

Form 990-ez, Part I, Line 16

Expenses bank charges 3 total 3

Form 990-ez, Part I, Line 20

Unrealized gain on investments 9,546

Form 990-ez, Part II, Line 24

Accounts receivable 425 425 total 425 425

Form 990-ez, Part III

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 serve society; third: the application of the ideal of service in each rotarian's peronal, 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 ideal of service.

Raw XML Appendix218 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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE 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 SERVE SOCIETY; THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERONAL, 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 IDEAL OF SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHILANTHROPIC - DONATIONS MADE TO LOCAL SCHOOLS, CITY OF WHEATON, CHARITABLE ORGANIZATIONS, AND OTHER GROUPS SUPPORTING LOCAL COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS - THE ROTARY CLUB OF WHEATON OFFERS SCHOLARSHIPS TO WHEATON AREA COLLEGE STUDENTS (PREVIOUS DISTRICT 200 STUDENTS) FOR THEIR JUNIOR AND SENIOR YEARS. APPLICANTS MUST DEMONSTRATE FINANCIAL NEED TO COMPLETE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 13,750 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: COMMUNITY UNIT SCHOOL DISTRICT 200 ADDRESS: 130 W. PARK AVE WHEATON, IL 60189 NONCASH CONTRIBUTION: 5,797 DESCRIPTION OF PROPERTY: SCHOOL SUPPLIES DATE OF GIFT: 11/17/2023 NAME: VARIOUS ORGANIZATIONS <= 5,000 CASH CONTRIBUTION: 28,563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK CHARGES 3 TOTAL 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 9,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 425 425 TOTAL 425 425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 SERVE SOCIETY; THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERONAL, 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 IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0IMMEDIATE PAST PRES.
ReturnHeader/BusinessOfficerGrp/PhoneNum06307844503
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEATON ROTARY SERVICE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WHEA
ReturnHeader/Filer/EIN0363354640
ReturnHeader/Filer/PhoneNum06303736206
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ReturnHeader/Filer/USAddress/ZIPCd060187
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363480013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHIESON MOYSKI AUSTIN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 CABOT DR STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LISLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605325251
ReturnHeader/PreparerPersonGrp/PhoneNum06306531616
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN STRAUS CPA
ReturnHeader/ReturnTs02025-05-08T11:36:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Peer Organizations

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