Civic Intelligence

St Charles Rotary Foundation

990EZ • Fiscal year 2023 • EIN 36-3734098

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 20, 2023

Organization Profilewww.rotarystc.org
11n221 Romeo DrElgin, IL 60124

(630) 817-9505

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-80%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$17,392

Up $565 (+3.4%) from 2022

Net Assets

Up

$17,392

Up $565 (+3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Down

$1,085

Down $4,456 (-80%) from 2022

Expenses

Down

$520

Down $2,745 (-84%) from 2022

Net Income

Down

$565

Down $1,711 (-75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2023

Assets$17,392
Liabilities$0
Net Assets$17,392
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$1,085
Expenses$520
Net Income$565
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 20, 2023
Return Version
2022v5.0
Gross Receipts
$1,085
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
solicit funds from membership & received donations from members and a local service organization.$1,015$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James KunzerPresident-$0--
Alfred PattonSecretary-$0--
John KunzerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
St Charles Rotary Foundation
EIN
36-3734098
Phone
6308179505
Address
11N221 ROMEO DR, ELGIN, IL 60124

Signing Officer

Name
John Kunzer
Title
Treasurer
Phone
8477423789
Signed
2023-12-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grant to Kane County 4H Foundation”

Form 990-EZ, Part I, Line 16

“State of Illinois Annual Report Filing Fee”

Raw XML Appendix183 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELGIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Kunzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alfred Patton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Kunzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0solicit funds from membership & received donations from members and a local service organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01015
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/TotalExpensesAmt0520
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IRS990EZ/TotalRevenueAmt01085
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044430
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IRS990ScheduleA/InvestmentIncomePYPct00.00165
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant to Kane County 4H Foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1State of Illinois Annual Report Filing Fee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0I am the volunteer Treasurer of the foundation and have been under ill with a respiratory illness and with COVID. I was able to go to the location were the Foundation records are kept only this morning (12/20/23).
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KUNZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08477423789
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CHARLES ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0363734098
ReturnHeader/Filer/PhoneNum06308179505
ReturnHeader/Filer/USAddress/AddressLine1Txt011N221 ROMEO DR
ReturnHeader/Filer/USAddress/CityNm0ELGIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-12-20T18:41:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,392
Liabilities
$0
Net assets
$17,392
Revenue
$1,085
Expenses
$520
Net income
$565
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