Civic Intelligence

St Charles Rotary Foundation

990EZ • Fiscal year 2022 • EIN 36-3734098

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 11, 2022

Organization ProfileWWW.ROTARYSTC.ORG
11n221 Romeo DrElgin, IL 60124

(847) 742-3789

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,827

Down $590 (-3.4%) from 2018

Net Assets

Down

$16,827

Down $590 (-3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Down

$5,541

Down $29,355 (-84%) from 2018

Expenses

Down

$3,265

Down $35,507 (-92%) from 2018

Net Income

Up

$2,276

Up $6,152 (+159%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2013: $53,786Net Assets 2013: $53,7862013Assets 2014: $32,090Liabilities 2014: $0Net Assets 2014: $32,0902014Assets 2015: $43,988Liabilities 2015: $0Net Assets 2015: $43,9882015Assets 2016: $35,909Liabilities 2016: $0Net Assets 2016: $35,9092016Assets 2017: $21,293Liabilities 2017: $0Net Assets 2017: $21,2932017Assets 2018: $17,417Liabilities 2018: $0Net Assets 2018: $17,4172018Assets 2022: $16,827Liabilities 2022: $0Net Assets 2022: $16,8272022Assets 2023: $17,392Liabilities 2023: $0Net Assets 2023: $17,3922023Assets 2024: $19,483Liabilities 2024: $0Net Assets 2024: $19,4832024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$16,827
Liabilities$0
Net Assets$16,827
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $32,780Expenses 2013: $37,487Net Income 2013: -$4,7072013Revenue 2014: $63,326Expenses 2014: $85,022Net Income 2014: -$21,6962014Revenue 2015: $43,231Expenses 2015: $31,333Net Income 2015: $11,8982015Revenue 2016: $32,620Expenses 2016: $40,699Net Income 2016: -$8,0792016Revenue 2017: $24,473Expenses 2017: $39,089Net Income 2017: -$14,6162017Revenue 2018: $34,896Expenses 2018: $38,772Net Income 2018: -$3,8762018Revenue 2022: $5,541Expenses 2022: $3,265Net Income 2022: $2,2762022Revenue 2023: $1,085Expenses 2023: $520Net Income 2023: $5652023Revenue 2024: $5,201Expenses 2024: $3,110Net Income 2024: $2,0912024Revenue 2025: $30Expenses 2025: $19,513Net Income 2025: -$19,4832025

Highlighted filing

2022

Revenue$5,541
Expenses$3,265
Net Income$2,276
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$5,541
Mission and Program Overview

Mission

Distribute funds based on the ideals of rotary international

Raise funds thru events, solicitations and other fundraising activities. Donate these funds to student scholarships and local 501c3 organization that provide needed services in the community.

Program Services

DescriptionGrantsExpenses
received donations and grant dollars from members and a local service organization.$5,524$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James KunzerPresidentPT$0--
Rich KitichSecretary-$0--
John KunzerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
St Charles Rotary Foundation
EIN
36-3734098
Phone
8477423789
Address
11N221 ROMEO DR, ELGIN, IL 60124

Signing Officer

Name
John Kunzer
Title
Treasurer
Phone
8477423789
Signed
2022-11-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Scholarship to School District 303 for $1,370.00 Grant to St. Charles Art Foundation in the amount of $500.00 Grant to Changing Children's Word in the amount of $1,370.00”

Form 990-EZ, Part I, Line 16

“State of Illinois annual filing fee and corporate filing - $25.00”

Raw XML Appendix182 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/PersonNm0James Kunzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rich Kitich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Kunzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds thru events, solicitations and other fundraising activities. Donate these funds to student scholarships and local 501c3 organization that provide needed services in the community.
IRS990EZ/PrintingPublicationsPostageAmt025
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05524
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03265
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IRS990EZ/TotalRevenueAmt05541
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship to School District 303 for $1,370.00 Grant to St. Charles Art Foundation in the amount of $500.00 Grant to Changing Children's Word in the amount of $1,370.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1State of Illinois annual filing fee and corporate filing - $25.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KUNZER
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ReturnHeader/BusinessOfficerGrp/PhoneNum08477423789
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0363734098
ReturnHeader/Filer/PhoneNum08477423789
ReturnHeader/Filer/USAddress/AddressLine1Txt011N221 ROMEO DR
ReturnHeader/Filer/USAddress/CityNm0ELGIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060124
ReturnHeader/ReturnTs02022-11-11T14:54:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,827
Liabilities
$0
Net assets
$16,827
Revenue
$5,541
Expenses
$3,265
Net income
$2,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$19.5$19.5
2024Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$5.20$3.11$2.09
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.09$0.52$0.57
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$5.54$3.27$2.28
2018Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$34.9$38.8$3.88
2017Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$24.5$39.1$14.6
2016Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$32.6$40.7$8.08
2015Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$43.2$31.3$11.9
2014Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$63.3$85.0$21.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$53.8$32.8$37.5$4.71