Civic Intelligence

Breakfast Rotary Charitable Foundation

990EZ • Fiscal year 2016 • EIN 36-4179261

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

19 Westlake DriveSouth Barrington, IL 60010-5332

(847) 382-3366

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$189,208

Down $12,798 (-6.3%) from 2015

Net Assets

Down

$186,755

Down $13,746 (-6.9%) from 2015

Liabilities

Up

$2,453

Up $948 (+63%) from 2015

Revenue

Down

$44,954

Down $25,844 (-37%) from 2015

Expenses

Up

$58,701

Up $14,466 (+33%) from 2015

Net Income

Down

-$13,747

Down $40,310 (-152%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $127,102Liabilities 2013: $648Net Assets 2013: $126,4542013Assets 2014: $155,141Liabilities 2014: $1,450Net Assets 2014: $153,6912014Assets 2015: $202,006Liabilities 2015: $1,505Net Assets 2015: $200,5012015Assets 2016: $189,208Liabilities 2016: $2,453Net Assets 2016: $186,7552016Assets 2017: $133,105Net Assets 2017: $133,1052017Assets 2018: $132,311Net Assets 2018: $132,3112018Assets 2019: $136,852Liabilities 2019: $7,331Net Assets 2019: $129,5212019Assets 2020: $138,844Net Assets 2020: $138,8442020Assets 2021: $146,623Net Assets 2021: $146,6232021Assets 2022: $172,175Liabilities 2022: $875Net Assets 2022: $171,3002022Assets 2023: $306,245Liabilities 2023: $1,750Net Assets 2023: $304,4952023Assets 2024: $287,985Liabilities 2024: $2,992Net Assets 2024: $284,9932024

Highlighted filing

2016

Assets$189,208
Liabilities$2,453
Net Assets$186,755

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $61,181Expenses 2013: $14,981Net Income 2013: $46,2002013Revenue 2014: $83,258Expenses 2014: $56,022Net Income 2014: $27,2362014Revenue 2015: $70,798Expenses 2015: $44,235Net Income 2015: $26,5632015Revenue 2016: $44,954Expenses 2016: $58,701Net Income 2016: -$13,7472016Revenue 2017: $81,810Expenses 2017: $135,460Net Income 2017: -$53,6502017Revenue 2018: $94,325Expenses 2018: $95,120Net Income 2018: -$7952018Revenue 2019: $70,815Expenses 2019: $73,605Net Income 2019: -$2,7902019Revenue 2020: $92,458Expenses 2020: $83,135Net Income 2020: $9,3232020Revenue 2021: $84,437Expenses 2021: $76,658Net Income 2021: $7,7792021Revenue 2022: $84,862Expenses 2022: $60,185Net Income 2022: $24,6772022Revenue 2023: $56,911Expenses 2023: $44,439Net Income 2023: $12,4722023Revenue 2024: $35,754Expenses 2024: $62,371Net Income 2024: -$26,6172024

Highlighted filing

2016

Revenue$44,954
Expenses$58,701
Net Income-$13,747
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$66,274
Mission and Program Overview

Mission

SERVICE ABOVE SELF

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES.$36,411$41,501
THE ORGANIZATION PROVIDES SEVERAL SCHOLARSHIPS ANNUALLY$7,609$7,609
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE GRABENKORTCo-Treasurer-$0--
ELIZABETH MCGRATHSecretary-$0--
NARAYAN MURARKAPresidentPT$0--
JOE CONNELLYCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Rendezvo$33,792$32,087$1,552$30,535
Total Events$33,792$32,087$13,617$18,470
Filing and Contact Details

Filer

Filer Name
Breakfast Rotary Charitable Foundat
EIN
36-4179261
Phone
8473823366
Address
19 WESTLAKE DRIVE, SOUTH BARRINGTON, IL 60010-5332

Signing Officer

Name
Bruce Grabenkort
Title
Co-treasurer
Phone
8473823366
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eder Casella & Co
Address
760 W MAIN STREET SUITE 100, BARRINGTON, IL 60010
Preparer
Michele L Dercole
Phone
8473823366
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

The rotary foundation 1560 rotary center evanston, il 60201 12,682 0 0 barrington school district 220 sunny hill elementary school 2500 helm road 6,350 0 carpentersville, il 60110 0

Form 990-ez, Part I, Line 16

Expenses annual filing fee 10 service charges 115 conferences/meetings 5,090 bad debt 7,626 total 12,841

Form 990-ez, Part II, Line 24

Accounts receivable 1,645 0 micro loans outstanding 9,170 1,106 due from rotary club 6,367 0 club activity in/out 0 500 sheds 42,247 42,247 total 59,429 43,853

Form 990-ez, Part II, Line 26

Pass through donations payable 1,505 0 due to rotary club 0 2,453

Form 990-ez, Part III, Line 28

The organization exemplifies its goal of service above self by actively participating in several international projects in guatemala, including providing a village with a mechanical soy cow, providing funding to help eradicate polio throughout the world and makes donations to many local charities.

Raw XML Appendix184 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES SEVERAL SCHOLARSHIPS ANNUALLY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROTARY FOUNDATION 1560 ROTARY CENTER EVANSTON, IL 60201 12,682 0 0 BARRINGTON SCHOOL DISTRICT 220 SUNNY HILL ELEMENTARY SCHOOL 2500 HELM ROAD 6,350 0 CARPENTERSVILLE, IL 60110 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ANNUAL FILING FEE 10 SERVICE CHARGES 115 CONFERENCES/MEETINGS 5,090 BAD DEBT 7,626 TOTAL 12,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,645 0 MICRO LOANS OUTSTANDING 9,170 1,106 DUE FROM ROTARY CLUB 6,367 0 CLUB ACTIVITY IN/OUT 0 500 SHEDS 42,247 42,247 TOTAL 59,429 43,853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PASS THROUGH DONATIONS PAYABLE 1,505 0 DUE TO ROTARY CLUB 0 2,453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION EXEMPLIFIES ITS GOAL OF SERVICE ABOVE SELF BY ACTIVELY PARTICIPATING IN SEVERAL INTERNATIONAL PROJECTS IN GUATEMALA, INCLUDING PROVIDING A VILLAGE WITH A MECHANICAL SOY COW, PROVIDING FUNDING TO HELP ERADICATE POLIO THROUGHOUT THE WORLD AND MAKES DONATIONS TO MANY LOCAL CHARITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTs02016-11-15T11:16:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.03$2.85$0.36$0.62$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.02$3.04$0.57$0.44$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.01$1.71$0.85$0.60$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$0.84$0.77$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$0.92$0.83$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.07$1.30$0.71$0.74$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$0.94$0.95$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.33$0.82$1.35$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.02$1.87$0.45$0.59$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.02$2.01$0.71$0.44$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.83$0.56$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.26$0.61$0.15$0.46