Civic Intelligence

Breakfast Rotary Charitable Foundation

990EZ • Fiscal year 2020 • EIN 36-4179261

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$138,844

Up $1,992 (+1.5%) from 2019

Net Assets

Up

$138,844

Up $9,323 (+7.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$92,458

Up $21,643 (+31%) from 2019

Expenses

Up

$83,135

Up $9,530 (+13%) from 2019

Net Income

Up

$9,323

Up $12,113 (+434%) from 2019

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

2020

Assets$138,844
Liabilities-
Net Assets$138,844

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

2020

Revenue$92,458
Expenses$83,135
Net Income$9,323
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$107,276
Mission and Program Overview

Mission

SERVICE ABOVE SELF

Program Services

DescriptionGrantsExpenses
The Organization participates in various community service initiatives throughout the year.-$40,095
Actively participating in several international projects in Guatemala, including providing a village with a mechanical soy cow, providing funding to help eradicate polio and makes donations to many local charities.-$32,545
The Organization provides several scholarships annually.$8,800$8,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve HollisPresident-$0--
Mark GibsonImmediate Past President-$0--
Maria PetersonPresident Elect-$0--
Pat HoganSecretary-$0--
Todd SholeenTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Rendezvous$52,170$8,165$2,059$6,106
Total Events$52,170$8,165$14,818$-6,653
Filing and Contact Details

Filer

Filer Name
Breakfast Rotary Charitable Foundation
EIN
36-4179261
Phone
8473823366
Address
19 Westlake Drive, South Barrington, IL 60010-5332

Signing Officer

Name
Steve Hollis
Title
President
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eder Casella & Co
Address
760 W Main Street Suite 100, Barrington, IL 60010
Preparer
Cheryden Juergensen
Phone
8473823366
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Service Charge 1,046

Form 990-EZ, Part I, Line 8, Other Revenue

Miscellaneous 1,000

Form 990-EZ, Part I, Line 16, Other Expenses

Filing Fee 25

Form 990-EZ, Part I, Line 16, Other Expenses

Service Charges 949

Form 990-EZ, Part I, Line 16, Other Expenses

Charitable Donation 40,095

Form 990-EZ, Part II, Line 26, Liabilities

Due to/from Rotary Beginning of year 7,331, End of year 0

Raw XML Appendix195 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/PersonNm4Todd Sholeen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041069
IRS990EZ/OtherRevenueTotalAmt02046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08800
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014818
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6653
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07331
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt083135
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IRS990EZ/TotalRevenueAmt092458
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02059
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Service Charge 1,046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fee 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Service Charges 949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Charitable Donation 40,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Due to/from Rotary Beginning of year 7,331, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Hollis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Breakfast Rotary Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0364179261
ReturnHeader/Filer/PhoneNum08473823366
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Westlake Drive
ReturnHeader/Filer/USAddress/CityNm0South Barrington
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 W Main Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barrington
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ReturnHeader/PreparerPersonGrp/PhoneNum08473823366
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02020-11-11T01:13:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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