Civic Intelligence

Galena Rotary Charitable Foundation

990 • Fiscal year 2014 • EIN 36-3502959

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

Organization ProfileNONE
PO Box 2Galena, IL 61036

(815) 776-7266

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$489,190

Up $2,597 (+0.5%) from 2013

Net Assets

Up

$489,190

Up $2,597 (+0.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Down

$33,716

Down $23,869 (-41%) from 2013

Expenses

Down

$31,119

Down $10,582 (-25%) from 2013

Net Income

Down

$2,597

Down $13,287 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2012: $470,709Liabilities 2012: $0Net Assets 2012: $470,7092012Assets 2013: $486,593Liabilities 2013: $0Net Assets 2013: $486,5932013Assets 2014: $489,190Liabilities 2014: $0Net Assets 2014: $489,1902014Assets 2015: $523,613Liabilities 2015: $0Net Assets 2015: $523,6132015Assets 2016: $511,843Liabilities 2016: $0Net Assets 2016: $511,8432016Assets 2017: $521,861Liabilities 2017: $0Net Assets 2017: $521,8612017Assets 2018: $621,812Liabilities 2018: $0Net Assets 2018: $621,8122018Assets 2019: $620,164Liabilities 2019: $0Net Assets 2019: $620,1642019

Highlighted filing

2014

Assets$489,190
Liabilities$0
Net Assets$489,190
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $33,6352012Revenue 2013: $57,585Expenses 2013: $41,701Net Income 2013: $15,8842013Revenue 2014: $33,716Expenses 2014: $31,119Net Income 2014: $2,5972014Revenue 2015: $65,582Expenses 2015: $31,159Net Income 2015: $34,4232015Revenue 2016: $36,843Expenses 2016: $48,613Net Income 2016: -$11,7702016Revenue 2017: $40,285Expenses 2017: $30,267Net Income 2017: $10,0182017Revenue 2018: $137,059Expenses 2018: $37,108Net Income 2018: $99,9512018Revenue 2019: $36,926Expenses 2019: $38,574Net Income 2019: -$1,6482019

Highlighted filing

2014

Revenue$33,716
Expenses$31,119
Net Income$2,597
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$33,716
Mission and Program Overview

Mission

To accept and administer funds received for educational granting purposes benefiting the citizens of jo daviess county, illinois including the granting of scholarships. To accept assets to administer for the creation of revenues for granting scholarships.

Administration of funds for educational grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$335,868$383,710▲ $47,842
Savings and Temporary Cash Investments$81,347$83,046▲ $1,699
Cash and Non-Interest-Bearing Accounts$68,613$20,990▼ $47,623
Accounts Receivable$765$1,444▲ $679
Total Assets$486,593$489,190▲ $2,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$486,593$489,190▲ $2,597
Total Net Assets Fund Balance$486,593$489,190▲ $2,597
Total Liabilities and Net Assets / Fund Balance$486,593$489,190▲ $2,597

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$226,307--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
David EatonChairperson
Greg DuerrDirector
Helen KilgoreDirector
Joel HollandDirector
Patrick MccarthyDirector
Sidney SincockDirector
Tracy BauerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,235
Program Service Revenue
$0
Investment Income
$11,481
Other Revenue
$0
All Other Contributions
$22,235
Change in Net Assets
$2,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$1,119
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Fees for Services Accounting-$995-$995
Office Expenses-$74-$74
All Other Expenses-$50-$50
Total Functional Expenses$30,000$1,119$0$31,119
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The organization prepares financial statements semi-annually. The financial statements are reviewed by the board of directors prior to release. Upon completion of the financial statements, the treasurer of the organization causes the income tax return to be prepared. The completed tax return is reviewed by the entire board of directors.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents available to the public upon request. Financial statements are generated semi-annually and distributed to members of rotary international galena rotary. Financial statements are also available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Galena Rotary Charitable Foundation
EIN
36-3502959
Phone
8157767266
Address
PO BOX 2, GALENA, IL 61036

Signing Officer

Name
Tracy Bauer
Title
Treasurer
Phone
8157767266
Signed
2015-03-31
Discuss with paid preparer
No

Organization Details

Principal Officer
David E Eaton
Formed
1987
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

Preparer

Firm
O'Connor Brooks & Co PC
Address
901 Spring Street, Galena, IL 61036
Preparer
Patrick McCarthyCPA
Phone
8157771880
Raw XML Appendix349 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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IRS990/Desc0GRANTED TWENTY SCHOLARSHIPS TO COLLEGE BOUND GRADUATING HIGH SCHOOL SENIORS RESIDING WITHIN THE GEOGRAPHIC BOUNDARIES OF JO DAVIESS COUNTY, STATE OF ILLINOIS. TWENTY INDIVIDUALS BENEFITED.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS ADVISES SCHOLARSHIP COMMITTEE AS THE TOTAL AMOUNT OF SCHOLARSHIP MONEY TO BE AWARDED IN CURRENT YEAR. AFTER SCHOLARSHIP RECEIPIENTS ARE SELECTED, CASH IS DISTRIBUTED BY THE TREASURER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PREPARES FINANCIAL STATEMENTS SEMI-ANNUALLY. THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO RELEASE. UPON COMPLETION OF THE FINANCIAL STATEMENTS, THE TREASURER OF THE ORGANIZATION CAUSES THE INCOME TAX RETURN TO BE PREPARED. THE COMPLETED TAX RETURN IS REVIEWED BY THE ENTIRE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE GENERATED SEMI-ANNUALLY AND DISTRIBUTED TO MEMBERS OF ROTARY INTERNATIONAL GALENA ROTARY. FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt031119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0486593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0489190
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033716
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0486593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0489190
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0486593
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0489190
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02794 RED GATES DR
IRS990/USAddress/CityNm0GALENA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061036
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08157767266
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GALENA ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GALE
ReturnHeader/Filer/EIN0363502959
ReturnHeader/Filer/PhoneNum08157767266
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0GALENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363608908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'Connor Brooks & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 Spring Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Galena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061036
ReturnHeader/PreparerPersonGrp/PhoneNum08157771880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick McCarthyCPA
ReturnHeader/ReturnTs02015-04-15T09:41:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$489,190
Liabilities
$0
Net assets
$489,190
Revenue
$33,716
Expenses
$31,119
Net income
$2,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.37$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.37$0.37$1.00
2017Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.40$0.30$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.37$0.49$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.66$0.31$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.34$0.31$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.58$0.42$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.00$4.71$0.34