Civic Intelligence

Dundee Township Rotary Foundation

990EZ • Fiscal year 2013 • EIN 36-4230541

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 13, 2013

PO Box 24360118-0243
Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

46th percentile

-0.4%

Faster revenue growth than 46% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$167,656

Up $514 (+0.3%) from 2012

Net Assets

Up

$167,606

Up $514 (+0.3%) from 2012

Liabilities

Flat

$50

Flat from 2012

Revenue

Down

$55,826

Down $220 (-0.4%) from 2012

Expenses

Up

$55,312

Up $18,498 (+50%) from 2012

Net Income

Down

$514

Down $18,718 (-97%) from 2012

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $147,885Liabilities 2011: $25Net Assets 2011: $147,8602011Assets 2012: $167,142Liabilities 2012: $50Net Assets 2012: $167,0922012Assets 2013: $167,656Liabilities 2013: $50Net Assets 2013: $167,6062013Assets 2014: $163,711Net Assets 2014: $163,7112014Assets 2015: $149,254Net Assets 2015: $149,2542015Assets 2016: $153,479Net Assets 2016: $153,4792016Assets 2017: $165,122Net Assets 2017: $165,1222017Assets 2018: $170,862Net Assets 2018: $170,8622018Assets 2019: $189,446Net Assets 2019: $189,4462019Assets 2021: $343,421Net Assets 2021: $343,4212021Assets 2022: $289,510Net Assets 2022: $289,5102022Assets 2023: $286,314Net Assets 2023: $286,3142023Assets 2024: $319,904Net Assets 2024: $319,9042024Assets 2025: $323,396Net Assets 2025: $323,3962025

Highlighted filing

2013

Assets$167,656
Liabilities$50
Net Assets$167,606

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $40,952Expenses 2011: $42,214Net Income 2011: -$1,2622011Revenue 2012: $56,046Expenses 2012: $36,814Net Income 2012: $19,2322012Revenue 2013: $55,826Expenses 2013: $55,312Net Income 2013: $5142013Revenue 2014: $44,365Expenses 2014: $48,260Net Income 2014: -$3,8952014Revenue 2015: $56,443Expenses 2015: $70,900Net Income 2015: -$14,4572015Revenue 2016: $54,985Expenses 2016: $50,761Net Income 2016: $4,2242016Revenue 2017: $83,520Expenses 2017: $71,877Net Income 2017: $11,6432017Revenue 2018: $47,025Expenses 2018: $41,285Net Income 2018: $5,7402018Revenue 2019: $71,350Expenses 2019: $52,766Net Income 2019: $18,5842019Revenue 2021: $156,823Expenses 2021: $43,518Net Income 2021: $113,3052021Revenue 2022: $51,311Expenses 2022: $62,259Net Income 2022: -$10,9482022Revenue 2023: $45,750Expenses 2023: $61,181Net Income 2023: -$15,4312023Revenue 2024: $88,644Expenses 2024: $67,929Net Income 2024: $20,7152024Revenue 2025: $78,827Expenses 2025: $87,770Net Income 2025: -$8,9432025

Highlighted filing

2013

Revenue$55,826
Expenses$55,312
Net Income$514
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 13, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

To provide community and international service to those in need.

Filing and Contact Details

Filer

EIN
36-4230541
Raw XML Appendix189 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
CompensationExplanation/Compensation/PersonName0JAMES M BOLZ
CompensationExplanation/Compensation/PersonName1ERIK GULLICKSON
CompensationExplanation/Compensation/PersonName2MICHAEL RABE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0167142
IRS990EZ/CashSavingsAndInvestments/EOY0165450
IRS990EZ/ContributionsGiftsGrantsEtc034491
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0514
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome028377
IRS990EZ/GrantsAndSimilarAmountsPaid055312
IRS990EZ/GrossReceipts065123
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome01
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues02254
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0167092
IRS990EZ/NetAssetsOrFundBalancesBOY0167092
IRS990EZ/NetAssetsOrFundBalances/EOY0167606
IRS990EZ/NetAssetsOrFundBalancesEOY0167606
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JAMES M BOLZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ERIK GULLICKSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MICHAEL RABE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY02206
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE COMMUNITY AND INTERNATIONAL SERVICE TO THOSE IN NEED.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHOLARSHIP AWARDS FROM 500 TO 2,500 TO QUALIFIED COLLEGE STUDENTS FROM DUNDEE TOWNSHIP.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1VARIOUS OTHER GRANTS FOR INTERNATIONAL AND COMMUNITY IMPROVEMENT.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2FURTHER INVOLVEMENT IN COMMUNITY PROGRAMS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations037500
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations112508
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations25304
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses037500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses112508
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses25304
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsDirectExpenses09297
IRS990EZ/SpecialEventsNetIncomeLoss019080
IRS990EZ/StatesWhereCopyOfReturnIsFiled0IL
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY050
IRS990EZ/SumOfTotalLiabilities/EOY050
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 243
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DUNDEE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0601180243
IRS990EZ/TheBooksAreInCareOf/NamePerson0MICHAEL RABE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08476958221
IRS990EZ/TotalAssets/BOY0167142
IRS990EZ/TotalAssets/EOY0167656
IRS990EZ/TotalExpenses055312
IRS990EZ/TotalProgramServiceExpenses055312
IRS990EZ/TotalRevenue055826
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear034491
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year042535
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years025821
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years026503
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years033467
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0162817
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear01
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year04
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0122
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years05410
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years03068
IRS990ScheduleA/GrossInvestmentIncome509/Total08605
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear030631
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year022728
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years025213
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years044323
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years032476
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0155371
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear01
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year04
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0122
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years05410
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years03068
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total08605
IRS990ScheduleA/InvestmentIncomePercentage00.03000
IRS990ScheduleA/PriorYearSupportPercentage00.95260
IRS990ScheduleA/PriorYrInvestIncomePercentage00.05000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.97370
IRS990ScheduleA/PublicSupportTotal5090318188
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear065122
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year065263
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years051034
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years070826
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years065943
IRS990ScheduleA/Total509/Total0318188
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear065123
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year065267
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years051156
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years076236
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years069011
IRS990ScheduleA/TotalSupportTotal/Total0326793
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/CashPrizesEvent20940
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents0940
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents09297
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1017106
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2010000
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal027106
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1017106
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2010000
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents027106
IRS990ScheduleG/EventsInformation/NameOfEvent10FRUIT SALE
IRS990ScheduleG/EventsInformation/NameOfEvent20THANKS FOR GIVI
IRS990ScheduleG/EventsInformation/NetIncomeSummary017809
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent108136
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent20221
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents08357
IRS990ScheduleO/GeneralExplanation/Explanation0NONE COLLEGE SCHOLARSHIPS 37,500 0 0 AFFILIATE COMMUNITY 8,822 0 0 NONE COMMUNITY 5,304 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1DUE FROM ROTARY CLUB OF DUNDEE IL 0 2,206 TOTAL 0 2,206
IRS990ScheduleO/GeneralExplanation/Explanation2PREPAID DUES 50 50
IRS990ScheduleO/GeneralExplanation/Explanation3TO PROVIDE COMMUNITY AND INTERNATIONAL SERVICE TO THOSE IN NEED.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0364230541
ReturnHeader/Filer/Name/BusinessNameLine10DUNDEE TOWNSHIP ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0DUND
ReturnHeader/Filer/Phone08476958221
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 243
ReturnHeader/Filer/USAddress/City0DUNDEE
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0601180243
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-12-13
ReturnHeader/Officer/Name0ERIK GULLICKSON
ReturnHeader/Officer/Phone08476958221
ReturnHeader/Officer/Title0PRESIDENT (CURRENT)
ReturnHeader/Preparer/DatePrepared02013-12-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERIC J FERNANDEZ & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10895 W MAIN ST STE 1000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST DUNDEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0601182057
ReturnHeader/Preparer/Name0ERIC J FERNANDEZ
ReturnHeader/Preparer/Phone08474287400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-17T18:27:43-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.79$0.88$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$3.20$0.89$0.68$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.46$0.61$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$2.90$0.51$0.62$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.43$3.43$1.57$0.44$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$1.89$0.71$0.53$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$1.71$0.47$0.41$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.65$0.84$0.72$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$1.53$0.55$0.51$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.56$0.71$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.44$0.48$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.56$0.55$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.56$0.37$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.41$0.42$0.01