Civic Intelligence

Sunrise Rotary Club Charitable Projects Foundation Of

990 • Fiscal year 2020 • EIN 36-3684148

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

Organization ProfileN/A
PO Box 242Libertyville, IL 60048

(847) 367-7393

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

0.1%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

1.9%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$18,601

Up $86 (+0.5%) from 2019

Net Assets

Up

$18,601

Up $86 (+0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin41st percentile

Revenue

Up

$102,196

Up $1,930 (+1.9%) from 2019

Expenses

Up

$102,110

Up $1,291 (+1.3%) from 2019

Net Income

Up

$86

Up $639 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2016: $21,626Liabilities 2016: $0Net Assets 2016: $21,6262016Assets 2019: $18,515Liabilities 2019: $0Net Assets 2019: $18,5152019Assets 2020: $18,601Liabilities 2020: $0Net Assets 2020: $18,6012020Assets 2021: $95,212Liabilities 2021: $0Net Assets 2021: $95,2122021Assets 2022: $8,795Liabilities 2022: $0Net Assets 2022: $8,7952022Assets 2023: $138,492Liabilities 2023: $0Net Assets 2023: $138,4922023Assets 2024: $181,059Liabilities 2024: $150,000Net Assets 2024: $31,0592024Assets 2025: $199,758Liabilities 2025: $15,250Net Assets 2025: $184,5082025

Highlighted filing

2020

Assets$18,601
Liabilities$0
Net Assets$18,601
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $125,620Expenses 2016: $130,364Net Income 2016: -$4,7442016Revenue 2019: $100,266Expenses 2019: $100,819Net Income 2019: -$5532019Revenue 2020: $102,196Expenses 2020: $102,110Net Income 2020: $862020Revenue 2021: $131,024Expenses 2021: $54,413Net Income 2021: $76,6112021Revenue 2022: $112,693Expenses 2022: $199,110Net Income 2022: -$86,4172022Revenue 2023: $152,665Expenses 2023: $22,968Net Income 2023: $129,6972023Revenue 2024: $165,770Expenses 2024: $273,203Net Income 2024: -$107,4332024Revenue 2025: $168,624Expenses 2025: $15,175Net Income 2025: $153,4492025

Highlighted filing

2020

Revenue$102,196
Expenses$102,110
Net Income$86
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$178,535
Mission and Program Overview

Mission

To support the charitable work of various organizations and provide student scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,515$18,601▲ $86
Total Assets$18,515$18,601▲ $86
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,250$11,835▲ $3,585
Net Assets Without Donor Restrictions$10,265$6,766▼ $3,499
Total Net Assets Fund Balance$18,515$18,601▲ $86
Total Liabilities and Net Assets / Fund Balance$18,515$18,601▲ $86
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Greg HillChair
Anthony CollinsDirector
B Tucker OlsonDirector
Diana TaylorDirector
Doug FendonDirector
Ron LapinsDirector
Scott HeznerDirector
Teri DreherDirector
Tom MillerDirector
Bob ZamorSecretary
Steve RisleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,145
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$68,046
All Other Contributions
$17,600
Change in Net Assets
$86
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,720
Other Expenses$390
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,720--$101,720
Other Expenses-$25-$25
Total Functional Expenses$101,720$390$0$102,110
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Enriched LearningRiverwoods, IL501(c)(3)To Fund Charitable Operations$5,275
MisericordiaChicago, IL501(c)(3)To Fund Charitable Operations$5,275
Lake County HavenLibertyville, IL501(c)(3)To Fund Charitable Operations$5,000
Love IncGurnee, IL501(c)(3)To Fund Charitable Operations$5,000
MOTHER'S TRUSTLake Forest, IL501(c)(3)To Fund Charitable Operations$5,000
Most Blessed Trinity Food PantryWaukegan, IL501(c)(3)To Fund Charitable Operations$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$131,385
Fundraising Direct Expenses$69,839
Gaming Gross Income$13,000
Gaming Direct Expenses$6,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Fundraiser$68,427$68,427$8,182$60,245
Winter Fundraiser$69,503$62,958$3,751$59,207
Total Events$137,930$131,385$69,839$61,546
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 35% controlled entity
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 11B

“Form 990 is distributed to each board member for review. Any questions are resolved by the treasurer.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make the financial statements or the conflict of interest policy available unless requested.”

Filing and Contact Details

Filer

Filer Name
Sunrise Rotary Club Charitable Projects
EIN
36-3684148
Phone
8473677393
Address
PO BOX 242, LIBERTYVILLE, IL 60048

Signing Officer

Name
Steve Risley
Title
Treasurer
Phone
8473677393
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Risley
Formed
1999
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Pasquesi Sheppard LLC
Address
585 BANK LANE, LAKE FOREST, IL 60045
Preparer
Timothy Klein
Phone
8472345000
Raw XML AppendixShowing 400 of 608 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CHARITABLE WORK OF VARIOUS ORGANIZATIONS AND PROVIDE STUDENT SCHOLARSHIPS.
IRS990/AllOtherContributionsAmt017600
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVE RISLEY TREASURER
IRS990/BooksInCareOfDetail/PhoneNum02244568820
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 242
IRS990/BooksInCareOfDetail/USAddress/CityNm0LIBERTYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060048
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt018515
IRS990/CashNonInterestBearingGrp/EOYAmt018601
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt06545
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034145
IRS990/CYGrantsAndSimilarPaidAmt0101720
IRS990/CYInvestmentIncomeAmt05
IRS990/CYOtherExpensesAmt0390
IRS990/CYOtherRevenueAmt068046
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt086
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0102110
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0102196
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTIONS GIVEN TO THE ROTARY FOUNDATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08250
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt011835
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG HILL
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE RISLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB ZAMOR
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUG FENDON
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm5B TUCKER OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm7TERI DREHER
IRS990/Form990PartVIISectionAGrp/PersonNm8RON LAPINS
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT HEZNER
IRS990/Form990PartVIISectionAGrp/PersonNm10TOM MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt06545
IRS990/FundraisingDirectExpensesAmt069839
IRS990/FundraisingGrossIncomeAmt0131385
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt06500
IRS990/GamingGrossIncomeAmt013000
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt06000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0101720
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0101720
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0178535
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE CHARITABLE WORK OF VARIOUS ORGANIZATIONS AND PROVIDE STUDENT SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018515
IRS990/NetAssetsOrFundBalancesEOYAmt018601
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt061546
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061546
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06500
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010265
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06766
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt0365
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE RISLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL SUPPORT AND SCHOLARSHIPS TO OTHER CHARITABLE ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt095720
IRS990/ProgSrvcAccomActy2Grp/GrantAmt095720
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017512
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt097311
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt03508
IRS990/PYOtherRevenueAmt082751
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-553
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0100819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0100266
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt086
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt010000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010000
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt05
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt03
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0390
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt03508
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt05
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt03
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-385
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-3505
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-3505
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01517
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01517
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-2979
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01517
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01517
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01517
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt06000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt06000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt025394
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt05000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt011625
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt09992
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0294
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt031394
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt06000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt05000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt011625
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt08769
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt026911
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt06000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01517
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt06000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt06000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INVESTMENT POLICIES AND DECISIONS REGARDING THE USE OF INCOME AND ASSETS ARE MADE BY THE BOARD AND ARE BASED ON DISCUSSIONS WITH ROTARY INTERNATIONAL LIBERTYVILLE LEADERSHIP AS WELL AS THE PRINCIPLES AND CHARITABLE OBJECTIVES OF ROTARY INTERNATIONAL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt048982
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt044008
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt048982
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt044008
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0735
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0660
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt048247
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt043348
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01689
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01517
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt048982
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt044008
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01689
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01517
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0363504334
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1361707667
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIBERTYVILLE SUNRISE ROTARY CLUB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ROTARY INTERNATIONAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06545
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06545
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069839
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0475
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0475
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05193
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05193
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt069503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0137930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt062958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0131385
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061546
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt026466
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt026466
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011933
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08182
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03751
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012347
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013425
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt025772
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt06500
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt06500
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06500
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt013000
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt013000
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt06500
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0STEVE RISLEY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,601
Liabilities
$0
Net assets
$18,601
Revenue
$102,196
Expenses
$102,110
Net income
$86
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.00$0.15$1.85$1.69$0.15$1.53
2024Detailed filing. Detailed filing data is available for this year.$1.81$1.50$0.31$1.66$2.73$1.07
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.53$0.23$1.30
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.13$1.99$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.31$0.54$0.77
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.02$1.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.00$1.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.26$1.30$0.05