Civic Intelligence

Freeport Rotary Foundation Inc

990EZ • Fiscal year 2024 • EIN 36-3474573

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 03, 2024

PO Box 208Freeport, IL 61032

(815) 279-0900

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

62nd percentile

10%

Higher net margin than 62% 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

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$220,335

Up $1,205 (+0.5%) from 2023

Net Assets

Up

$220,335

Up $1,205 (+0.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$11,737

Up $2,850 (+32%) from 2023

Expenses

Down

$10,531

Down $3,444 (-25%) from 2023

Net Income

Up

$1,206

Up $6,294 (+124%) from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $3,785Liabilities 2011: $0Net Assets 2011: $3,7852011Assets 2012: $10,088Liabilities 2012: $0Net Assets 2012: $10,0882012Assets 2013: $14,137Liabilities 2013: $0Net Assets 2013: $14,1372013Assets 2014: $25,598Liabilities 2014: $0Net Assets 2014: $25,5982014Assets 2015: $22,985Liabilities 2015: $0Net Assets 2015: $22,9852015Assets 2016: $20,695Liabilities 2016: $0Net Assets 2016: $20,6952016Assets 2017: $20,060Liabilities 2017: $0Net Assets 2017: $20,0602017Assets 2018: $219,202Liabilities 2018: $0Net Assets 2018: $219,2022018Assets 2019: $210,470Liabilities 2019: $0Net Assets 2019: $210,4702019Assets 2020: $222,398Liabilities 2020: $0Net Assets 2020: $222,3982020Assets 2021: $222,394Net Assets 2021: $222,3942021Assets 2022: $224,219Net Assets 2022: $224,2192022Assets 2023: $219,130Net Assets 2023: $219,1302023Assets 2024: $220,335Net Assets 2024: $220,3352024Assets 2025: $216,742Net Assets 2025: $216,7422025

Highlighted filing

2024

Assets$220,335
Liabilities-
Net Assets$220,335

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $35,126Expenses 2011: $37,079Net Income 2011: -$1,9532011Revenue 2012: $18,020Expenses 2012: $11,717Net Income 2012: $6,3032012Revenue 2013: $16,963Expenses 2013: $12,914Net Income 2013: $4,0492013Revenue 2014: $26,789Expenses 2014: $15,328Net Income 2014: $11,4612014Revenue 2015: $11,777Expenses 2015: $14,390Net Income 2015: -$2,6132015Revenue 2016: $8,987Expenses 2016: $11,277Net Income 2016: -$2,2902016Revenue 2017: $9,418Expenses 2017: $10,053Net Income 2017: -$6352017Revenue 2018: $209,187Expenses 2018: $10,045Net Income 2018: $199,1422018Revenue 2019: $6,215Expenses 2019: $14,947Net Income 2019: -$8,7322019Revenue 2020: $18,668Expenses 2020: $11,731Net Income 2020: $6,9372020Revenue 2021: $9,878Expenses 2021: $9,882Net Income 2021: -$42021Revenue 2022: $13,304Expenses 2022: $11,479Net Income 2022: $1,8252022Revenue 2023: $8,887Expenses 2023: $13,975Net Income 2023: -$5,0882023Revenue 2024: $11,737Expenses 2024: $10,531Net Income 2024: $1,2062024Revenue 2025: $17,333Expenses 2025: $20,926Net Income 2025: -$3,5932025

Highlighted filing

2024

Revenue$11,737
Expenses$10,531
Net Income$1,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 3, 2024
Return Version
2023v5.0
Gross Receipts
$11,737
Mission and Program Overview

Mission

The foundation's primary purpose to support local charitable efforts of the rotary club of freeport, il. This includes scholarships to local students, shoes for the needy, world hunger and world relief efforts.

Program Services

DescriptionGrantsExpenses
SHOES FOR NEEDY KIDS, YOUTH LEADERSHIP TRAINING, WORLD COMMUNITY, PERU DONATIONS, CHILDREN HANDSON MUSEUM, ETC.$1,834$9,649
SHOES FOR NEEDY KIDS, YOUTH LEADERSHIP TRAINING, WORLD COMMUNITY,PERU DONATIONS, CHILDREN HANDSON MUSEUM, ETC.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS SCHNEIDERMANPresident-$0--
ASHLEY HUFFINESPresident El-$0--
JEFF WILLIAMSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Freeport Rotary Foundation Inc
EIN
36-3474573
Phone
8152790900
Address
PO BOX 208, FREEPORT, IL 61032

Signing Officer

Name
Jeff Williams
Title
Treasurer
Phone
8152352716
Signed
2024-10-03

Preparer

Firm
Lucas Group Cpas Advisors LLC
Address
1753 S WEST AVE, FREEPORT, IL 61032-6709
Preparer
Andrew Stewart
Phone
8152359610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses filing fees 25 donations to wolrd commun 3,715 scholarship 4,000 supplies 334 food pantry project 100 bank charges and fees 58 total 8,232

Form 990-ez, Part I, Line 20

Unrealized gain on investments 0

Form 990-ez, Part III

The foundation's primary purpose to support local charitable efforts of the rotary club of freeport, il. This includes scholarships to local students, shoes for the needy, world hunger and world relief efforts.

Form 990-ez, Part III, Line 31

Shoes for needy kids, youth leadership training, world community, peru donations, children handson museum, etc.

Raw XML Appendix151 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt08232
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IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PRIMARY PURPOSE TO SUPPORT LOCAL CHARITABLE EFFORTS OF THE ROTARY CLUB OF FREEPORT, IL. THIS INCLUDES SCHOLARSHIPS TO LOCAL STUDENTS, SHOES FOR THE NEEDY, WORLD HUNGER AND WORLD RELIEF EFFORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHOES FOR NEEDY KIDS, YOUTH LEADERSHIP TRAINING, WORLD COMMUNITY,PERU DONATIONS, CHILDREN HANDSON MUSEUM, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHOES FOR NEEDY KIDS, YOUTH LEADERSHIP TRAINING, WORLD COMMUNITY, PERU DONATIONS, CHILDREN HANDSON MUSEUM, ETC.
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IRS990EZ/TotalExpensesAmt010531
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IRS990EZ/TotalRevenueAmt011737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 25 DONATIONS TO WOLRD COMMUN 3,715 SCHOLARSHIP 4,000 SUPPLIES 334 FOOD PANTRY PROJECT 100 BANK CHARGES AND FEES 58 TOTAL 8,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S PRIMARY PURPOSE TO SUPPORT LOCAL CHARITABLE EFFORTS OF THE ROTARY CLUB OF FREEPORT, IL. THIS INCLUDES SCHOLARSHIPS TO LOCAL STUDENTS, SHOES FOR THE NEEDY, WORLD HUNGER AND WORLD RELIEF EFFORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHOES FOR NEEDY KIDS, YOUTH LEADERSHIP TRAINING, WORLD COMMUNITY, PERU DONATIONS, CHILDREN HANDSON MUSEUM, ETC.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT,DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WILLIAMS
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ReturnHeader/BusinessOfficerGrp/PhoneNum08152352716
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-03
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ReturnHeader/Filer/EIN0363474573
ReturnHeader/Filer/PhoneNum08152790900
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ReturnHeader/PreparerPersonGrp/PhoneNum08152359610
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW STEWART
ReturnHeader/ReturnTs02024-11-15T16:27:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$2.17$0.17$0.21$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.12$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.13$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.19$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.09$0.10$1.99
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.12$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.27$0.15$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.17$0.13$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.18$0.12$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.35$0.37$0.02