Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Rotary Club of Wheaton Am
EIN 36-3894440 • 501(c)4 • Wheaton, IL
Profile
Philanthropy, scholarships, and social
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.23x
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Balance Sheet
Assets
Down$29,753
Down $16,170 (-35%) from 2024
Liabilities
Down$6,702
Down $10,964 (-62%) from 2024
Net Assets
Down$23,051
Down $5,206 (-18%) from 2024
Revenue
Up$49,696
Up $2,324 (+4.9%) from 2024
Expenses
Up$54,902
Up $26,263 (+92%) from 2024
Net Income
Down-$5,206
Down $23,939 (-128%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $29,753
- Liabilities
- $6,702
- Net assets
- $23,051
- Revenue
- $49,696
- Expenses
- $54,902
- Net income
- -$5,206
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 18, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $60,280
Mission and Program Overview
Mission
Philanthropy, scholarships, and social
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 1. WEDNESDAY MORNING BREAKFEAST MEETINGS ACHIEVE SOCIAL ACTIVITY PURSUANT TO THE ORGANIZATION'S SOCIAL PURPOSE 2. PHILANTHROPY--DONATIONS MADE TO CHARITABLE ORGANIZATIONS 3. SCHOLARSHIPS--AWARDED TO DESERVING HIGH SCHOOL STUDENTS | - | $54,902 |
| PHILANTHROPY | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOSEPH MCCARTHY | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Poinsettia Sale | $23,648 | $23,648 | $10,584 | $13,064 |
| Color Fun Run | $11,077 | $11,077 | - | $11,077 |
| Total Events | $34,725 | $34,725 | $10,584 | $24,141 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Wheaton Am
- EIN
- 36-3894440
- Phone
- 6306977959
- Address
- P O BOX 91, WHEATON, IL 60187-0091
Signing Officer
- Name
- Joseph Mccarthy
- Title
- Treasurer
- Phone
- 6306977959
- Signed
- 2025-10-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Joseph T Mccarthy Ltd
- Address
- 1207 MARCEY AVE, WHEATON, IL 60189
- Preparer
- Joseph Mccarthycpa
- Phone
- 6306977959
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Meals 15,814 total 15,814”
Form 990-ez, Part I, Line 16
“Meals cost of goods sold 13,343 expenses advertising and promotion 391 office 63 recognitions 203 website 175 dues 4,853 scholarships 6,000 philanthropy 28,882 ryla 800 total 54,710”
Form 990-ez, Part II, Line 24
“Accounts receivable 15,658 12,848 total 15,658 12,848”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 17,666 6,702”
Form 990-ez, Part III, Line 31
“1. Wednesday morning breakfeast meetings achieve social activity pursuant to the organization's social purpose 2. Philanthropy--donations made to charitable organizations 3. Scholarships--awarded to deserving high school students”
Raw XML Appendix116 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JOSEPH MCCARTHY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6306977959 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 91 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WHEATON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60187 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 30265 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16905 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9737 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5206 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 45923 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 29753 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 34725 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60280 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28257 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23051 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28257 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23051 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOSEPH MCCARTHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15658 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12848 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 54710 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 15814 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PHILANTHROPY, SCHOLARSHIPS, AND SOCIAL |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 192 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PHILANTHROPY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 1. WEDNESDAY MORNING BREAKFEAST MEETINGS ACHIEVE SOCIAL ACTIVITY PURSUANT TO THE ORGANIZATION'S SOCIAL PURPOSE 2. PHILANTHROPY--DONATIONS MADE TO CHARITABLE ORGANIZATIONS 3. SCHOLARSHIPS--AWARDED TO DESERVING HIGH SCHOOL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 54902 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 10584 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 24141 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17666 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6702 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54902 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54902 |
| IRS990EZ/TotalRevenueAmt | 0 | 49696 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | CENTRALDUPAGEAM.ONLINEROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 10584 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | POINSETTIA SALE |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | COLOR FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 23648 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11077 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 34725 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 23648 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11077 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 34725 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 24141 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 10584 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 10584 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MEALS 15,814 TOTAL 15,814 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MEALS COST OF GOODS SOLD 13,343 EXPENSES ADVERTISING AND PROMOTION 391 OFFICE 63 RECOGNITIONS 203 WEBSITE 175 DUES 4,853 SCHOLARSHIPS 6,000 PHILANTHROPY 28,882 RYLA 800 TOTAL 54,710 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 15,658 12,848 TOTAL 15,658 12,848 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 17,666 6,702 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 1. WEDNESDAY MORNING BREAKFEAST MEETINGS ACHIEVE SOCIAL ACTIVITY PURSUANT TO THE ORGANIZATION'S SOCIAL PURPOSE 2. PHILANTHROPY--DONATIONS MADE TO CHARITABLE ORGANIZATIONS 3. SCHOLARSHIPS--AWARDED TO DESERVING HIGH SCHOOL STUDENTS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOSEPH MCCARTHY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6306977959 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF WHEATON AM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 363894440 |
| ReturnHeader/Filer/PhoneNum | 0 | 6306977959 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 91 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WHEATON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 601870091 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 362968918 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JOSEPH T MCCARTHY LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1207 MARCEY AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WHEATON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60189 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6306977959 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH MCCARTHYCPA |
| ReturnHeader/ReturnTs | 0 | 2025-10-17T17:32:33-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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