Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Rotary Club of Lake Forest- Lake Bluff
990EZ • Fiscal year 2016 • EIN 36-4073877
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$18,493
Down $5,389 (-23%) from 2015
Net Assets
Down$18,493
Down $3,625 (-16%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$42,304
Down $1,068 (-2.5%) from 2015
Expenses
Down$47,778
Down $10,398 (-18%) from 2015
Net Income
Up-$5,474
Up $9,330 (+63%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- May 15, 2016
- Return Version
- 2015v3.0
- Gross Receipts
- $82,533
Mission and Program Overview
Mission
To provide humanitarian service among the local and international communities while promoting peace and understanding thoughout the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF LOCAL CHARITABLE ORGANIZATIONS | $12,634 | $12,634 |
| ROTARY INTERNATIONAL YOUTH EXCHANGE STUDENT PROGRAM | - | $11,718 |
| ROTARY FELLOWSHIP FOR APPROXIMATELY 70 MEMBERS | - | $10,009 |
| SUPPORT OF ROTARY INTERNATIONAL & DISTRICT ORGANIZATIONS | - | $9,677 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WILLIAM SUMMERS | President | - | $0 | - | - |
| JAYSON KAUS | President-El | - | $0 | - | - |
| BRAD ANDERSON | Past Preside | - | $0 | - | - |
| STEVE MADDEN | Treasurer | - | $0 | - | - |
| DAVID BARKHAUSEN | Secretary | - | $0 | - | - |
| MARK DEWART | Director | - | $0 | - | - |
| JOHN HANCIR | Director | - | $0 | - | - |
| ROBERT KENEHAN | Director | - | $0 | - | - |
| DAVID SCHAFER | Director | - | $0 | - | - |
| PAUL LEMIEUX | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Weekly Breakfas | $54,760 | $54,760 | - | $54,760 |
| Total Events | $54,760 | $54,760 | $40,229 | $14,531 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club
- EIN
- 36-4073877
- Address
- PO BOX 168, LAKE FOREST, IL 60045
Signing Officer
- Name
- Jayson Kaus
- Title
- President-elect
- Phone
- 8472081373
- Signed
- 2016-05-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Joseph G Erkenswick CPA
- Address
- 1003 QUASSEY AVE, LAKE BLUFF, IL 60044-1543
- Preparer
- Joseph G Erkenswick CPA
- Phone
- 8472081373
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Social events 4,550 total 4,550”
Form 990-ez, Part I, Line 10
“Lf-lb rotary club foundation general use p.o. Box 168 lake forest, il 60044 5,250 0 0 other charitable contributions general use 7,384 0 0”
Form 990-ez, Part I, Line 16
“Expenses office expenses 270 rotary club dues 9,677 youth exchange costs 6,923 meetings 1,793 club member social events 9,861 post office box 82 other 85 dues & subscriptions 959 gifts 250 licenses & permits 341 club promotion 148 postage 49 awards 461 775 total 31,674”
Form 990-ez, Part I, Line 20
“Prior period adjustment 85”
Form 990-ez, Part II, Line 24
“Accounts receivable 2,722 2,919 total 2,722 2,919”
Form 990-ez, Part III
“To provide humanitarian service among the local and international communities while promoting peace and understanding thoughout the world.”
Form 990-ez, Part III, Line 31
“Rotary international youth exchange student program”
Raw XML Appendix159 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKE FOREST |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 18493 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 54760 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 12634 |
| IRS990EZ/GrossReceiptsAmt | 0 | 82533 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
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| IRS990EZ/InvestmentIncomeAmt | 0 | 11 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 14496 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23882 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23882 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WILLIAM SUMMERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAYSON KAUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRAD ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEVE MADDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID BARKHAUSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARK DEWART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JOHN HANCIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROBERT KENEHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DAVID SCHAFER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | PAUL LEMIEUX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2722 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2919 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 85 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31674 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4550 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE HUMANITARIAN SERVICE AMONG THE LOCAL AND INTERNATIONAL COMMUNITIES WHILE PROMOTING PEACE AND UNDERSTANDING THOUGHOUT THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ROTARY FELLOWSHIP FOR APPROXIMATELY 70 MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SUPPORT OF ROTARY INTERNATIONAL & DISTRICT ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | SUPPORT OF LOCAL CHARITABLE ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | ROTARY INTERNATIONAL YOUTH EXCHANGE STUDENT PROGRAM |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 12634 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10009 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9677 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 12634 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 11718 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 40229 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 14531 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 47778 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 44038 |
| IRS990EZ/TotalRevenueAmt | 0 | 42304 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LFLBROTARY.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 40229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WEEKLY BREAKFAS |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 40229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 40229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 54760 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 54760 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 54760 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 54760 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 14531 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SOCIAL EVENTS 4,550 TOTAL 4,550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | LF-LB ROTARY CLUB FOUNDATION GENERAL USE P.O. BOX 168 LAKE FOREST, IL 60044 5,250 0 0 OTHER CHARITABLE CONTRIBUTIONS GENERAL USE 7,384 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES OFFICE EXPENSES 270 ROTARY CLUB DUES 9,677 YOUTH EXCHANGE COSTS 6,923 MEETINGS 1,793 CLUB MEMBER SOCIAL EVENTS 9,861 POST OFFICE BOX 82 OTHER 85 DUES & SUBSCRIPTIONS 959 GIFTS 250 LICENSES & PERMITS 341 CLUB PROMOTION 148 POSTAGE 49 AWARDS 461 775 TOTAL 31,674 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PRIOR PERIOD ADJUSTMENT 85 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCOUNTS RECEIVABLE 2,722 2,919 TOTAL 2,722 2,919 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | TO PROVIDE HUMANITARIAN SERVICE AMONG THE LOCAL AND INTERNATIONAL COMMUNITIES WHILE PROMOTING PEACE AND UNDERSTANDING THOUGHOUT THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ROTARY INTERNATIONAL YOUTH EXCHANGE STUDENT PROGRAM |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAYSON KAUS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT-ELECT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8472081373 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF LAKE FOREST-LAKE BLUFF |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 364073877 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 168 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKE FOREST |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60045 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 463619340 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JOSEPH G ERKENSWICK CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1003 QUASSEY AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE BLUFF |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 600441543 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8472081373 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH G ERKENSWICK CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-05-12T07:14:15-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $18,493
- Liabilities
- -
- Net assets
- $18,493
- Revenue
- $42,304
- Expenses
- $47,778
- Net income
- -$5,474