Civic Intelligence

Rotary/One Foundation Inc.

990 • Fiscal year 2019 • EIN 36-6067138

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 01, 2020

Organization Profilewww.rotaryone.org
65 W Jackson BlvdChicago, IL 60604-3598

(312) 372-3900

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.6%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$3,428,975

Down $1,568 (-0.0%) from 2018

Net Assets

Up

$3,422,344

Up $11,801 (+0.3%) from 2018

Liabilities

Down

$6,631

Down $13,369 (-67%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin76th percentile

Revenue

Up

$282,319

Up $17,513 (+6.6%) from 2018

Expenses

Up

$228,943

Up $38,454 (+20%) from 2018

Net Income

Down

$53,376

Down $20,941 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,817,093Liabilities 2010: $40,078Net Assets 2010: $1,777,0152010Assets 2012: $1,973,932Liabilities 2012: $41,283Net Assets 2012: $1,932,6492012Assets 2013: $2,647,099Liabilities 2013: $42,891Net Assets 2013: $2,604,2082013Assets 2014: $2,892,300Liabilities 2014: $83,890Net Assets 2014: $2,808,4102014Assets 2015: $2,888,260Liabilities 2015: $29,366Net Assets 2015: $2,858,8942015Assets 2016: $3,046,226Liabilities 2016: $2,000Net Assets 2016: $3,044,2262016Assets 2017: $3,236,233Liabilities 2017: $69Net Assets 2017: $3,236,1642017Assets 2018: $3,430,543Liabilities 2018: $20,000Net Assets 2018: $3,410,5432018Assets 2019: $3,428,975Liabilities 2019: $6,631Net Assets 2019: $3,422,3442019Assets 2020: $3,330,560Liabilities 2020: $0Net Assets 2020: $3,330,5602020Assets 2021: $3,974,821Liabilities 2021: $0Net Assets 2021: $3,974,8212021Assets 2022: $3,425,006Liabilities 2022: $0Net Assets 2022: $3,425,0062022Assets 2023: $3,453,797Liabilities 2023: $16,961Net Assets 2023: $3,436,8362023Assets 2024: $3,797,685Liabilities 2024: $6,718Net Assets 2024: $3,790,9672024

Highlighted filing

2019

Assets$3,428,975
Liabilities$6,631
Net Assets$3,422,344
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0Expenses 2010: $198,1972010Expenses 2012: $223,5052012Expenses 2013: $206,2022013Revenue 2014: $267,032Expenses 2014: $257,552Net Income 2014: $9,4802014Revenue 2015: $413,770Expenses 2015: $288,245Net Income 2015: $125,5252015Revenue 2016: $576,219Expenses 2016: $272,519Net Income 2016: $303,7002016Revenue 2017: $225,535Expenses 2017: $224,942Net Income 2017: $5932017Revenue 2018: $264,806Expenses 2018: $190,489Net Income 2018: $74,3172018Revenue 2019: $282,319Expenses 2019: $228,943Net Income 2019: $53,3762019Revenue 2020: $210,087Expenses 2020: $170,661Net Income 2020: $39,4262020Revenue 2021: $369,111Expenses 2021: $333,107Net Income 2021: $36,0042021Revenue 2022: $443,530Expenses 2022: $235,025Net Income 2022: $208,5052022Revenue 2023: $210,528Expenses 2023: $202,550Net Income 2023: $7,9782023Revenue 2024: $213,788Expenses 2024: $192,277Net Income 2024: $21,5112024

Highlighted filing

2019

Revenue$282,319
Expenses$228,943
Net Income$53,376
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 1, 2020
Return Version
2018v3.1
Gross Receipts
$532,552
Mission and Program Overview

Mission

To secure the resources necessary to support the service mission of the Rotary Club of Chicago, which places emphasis on water and hunger, health, youth education, the legacy of Rotary, and disaster relief.

To secure the resources necessary to support the service mission of the Rotary Club of Chicago

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,756,615$2,778,075▲ $21,460
Investments Program Related$543,750$559,609▲ $15,859
Cash and Non-Interest-Bearing Accounts$114,538$74,342▼ $40,196
Accounts Receivable$15,640$15,809▲ $169
Prepaid Expenses and Deferred Charges-$1,140-
Total Assets$3,430,543$3,428,975▼ $1,568
Liabilities
Accounts Payable and Accrued Expenses$20,000$6,631▼ $13,369
Total Liabilities$20,000$6,631▼ $13,369
Net Assets / Fund Balance
Unrestricted Net Assets$3,060,883$3,054,007▼ $6,876
Permanently Rstr Net Assets$247,996$247,996→ $0
Temporarily Rstr Net Assets$101,664$120,341▲ $18,677
Total Net Assets Fund Balance$3,410,543$3,422,344▲ $11,801
Total Liabilities and Net Assets / Fund Balance$3,430,543$3,428,975▼ $1,568

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$559,609--
Other Securities$50,938--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$247,996---$247,996
2017$247,996---$247,996
2016$247,996---$247,996
2015$247,996---$247,996
2014$247,996---$247,996
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Michael FarisChair
Mohan RaoVice Chair
Andrea LuehmannTrusteee
Erik CempelTrusteee
Martha MaughTrusteee
John WilhelmSecretary
Ted NebelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$87,167
Program Service Revenue
$0
Investment Income
$195,152
Other Revenue
$0
All Other Contributions
$87,167
Change in Net Assets
$53,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$282,319
Revenue Not Reported on Form 990
$-41,575
Total Revenue per Audited Statements
$240,744
Total Revenue per Form 990
$282,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,874
Other Expenses$35,069
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$193,874--$193,874
Fees for Service Investment Mgmnt Fees-$16,258-$16,258
Fees for Services Management-$12,728-$12,728
Fees for Services Accounting-$5,876-$5,876
Other Expenses-$207-$207
Total Functional Expenses$193,874$35,069$0$228,943

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$228,943
Total Expenses per Audited Statements$228,943
Total Expenses per Form 990$228,943
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of ChicagoChicago, IL501c4Service Projects$20,850
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12C

“The Foundation requires that every board member,officer, and key employee report business and family relationships to the Foundation by completing an annual disclosure form.”

Form 990, Part VI, Section B, Line 11A

“The draft copy of the tax return and audited financials are sent to all officers and trustees for their review and approval before filing is done.”

Form 990, Part VI, Section C, Line 19

“Available upon request from the offices in either hard copy or electronic format.”

Filing and Contact Details

Filer

Filer Name
Rotary-One Foundation Inc
EIN
36-6067138
Phone
3123723900
Address
65 W Jackson Blvd, Chicago, IL 60604-3598

Signing Officer

Name
Ted Nebel
Title
Treasurer
Signed
2020-01-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Luehmann
Formed
1938
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
TNT Financial Services Inc
Address
PO Box 567, Peotone, IL 60468
Preparer
Timothy J Thompson
Phone
7082586247
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 35,071, Grants and allocations 0, Revenue 0 Community service projects and support for the Rotary Fonudation and its fight agains polio.”

Form 990, Part XII, Line 2C

“The Foundation has a finance committee which assumes responsibility for oversight of the audit of the financial statements and selection of an independent auditor. The process has not changed.”

Form 990, Part XI, Line 9

“Changes in Unrealozed Gains or Losses were 41,575 - Total Net Change 41,575”

Form 990, Part III, Line 4D

“Program Service Expenses 35,071. Grantsand allocations 0. Revenue 0. Community service projects and support for the Rotary Foundation and its fight against polio.”

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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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IRS990ScheduleA/TotalSupportAmt01412652
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0247996
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0228943
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0559609
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Paul Jean Harris Home Foundation
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-41575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03394
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1224646
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt348052
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4104710
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5743907
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7127187
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8613467
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15122017
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1650938
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Bernstein-Money Market
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Bernstein-Intermediate Duration
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Bernstein-Strategic Value
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Bernstein-Stategic Growth
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Bernstein-International Portfolio
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Berstein-Emerging Markets Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Bernstein-AB Global Real Estate Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Bernstein-Dynamic Asset Allocaton Overlay
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Women in Rotary-Itermediate Duration
IRS990ScheduleD/OtherSecuritiesGrp/Desc11International Equity ETFs
IRS990ScheduleD/OtherSecuritiesGrp/Desc12Strategic Equities
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Real Asset Strategy
IRS990ScheduleD/OtherSecuritiesGrp/Desc14International Small/Mid-CapEquity
IRS990ScheduleD/OtherSecuritiesGrp/Desc15Global Fixed Income
IRS990ScheduleD/OtherSecuritiesGrp/Desc16Bond Inflation Strategy
IRS990ScheduleD/OtherSecuritiesGrp/Desc17Women in Rotary-Bond Inflation Strategy
IRS990ScheduleD/OtherSecuritiesGrp/Desc18Women In Rotary-Global Fixed Income
IRS990ScheduleD/OtherSecuritiesGrp/Desc19Women in Rotary-AB Weallth Appreication
IRS990ScheduleD/OtherSecuritiesGrp/Desc20Women in Rotary-Dynamic Asset Allocation Overday
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Service Projects
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rotary Club of Chicago
IRS990ScheduleI/RecipientTable/RecipientEIN0361707665
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065 WJackson Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Chicago
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 35,071, Grants and allocations 0, Revenue 0 Community service projects and support for the Rotary Fonudation and its fight agains polio.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation requires that every board member,officer, and key employee report business and family relationships to the Foundation by completing an annual disclosure form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The draft copy of the tax return and audited financials are sent to all officers and trustees for their review and approval before filing is done.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request from the offices in either hard copy or electronic format.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation has a finance committee which assumes responsibility for oversight of the audit of the financial statements and selection of an independent auditor. The process has not changed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changes in Unrealozed Gains or Losses were 41,575 - Total Net Change 41,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Service Expenses 35,071. Grantsand allocations 0. Revenue 0. Community service projects and support for the Rotary Foundation and its fight against polio.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,428,975
Liabilities
$6,631
Net assets
$3,422,344
Revenue
$282,319
Expenses
$228,943
Net income
$53,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.01$3.79$0.21$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.44$0.21$0.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.44$0.24$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.37$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.21$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.01$3.42$0.28$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.02$3.41$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.23$0.22$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.04$0.58$0.27$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.03$2.86$0.41$0.29$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.08$2.81$0.27$0.26$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.04$2.60$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.04$1.93$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.04$1.78$0.20