Civic Intelligence

Rotary/One Foundation Inc.

990 • Fiscal year 2012 • EIN 36-6067138

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 07, 2013

Organization Profilewww.rotaryone.org
65 W Jackson Blvd60604-3598
Siviq Scores

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

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,973,932

Up $156,839 (+8.6%) from 2010

Net Assets

Up

$1,932,649

Up $155,634 (+8.8%) from 2010

Liabilities

Up

$41,283

Up $1,205 (+3.0%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$223,505

Up $25,308 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2012

Assets$1,973,932
Liabilities$41,283
Net Assets$1,932,649
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$223,505
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 7, 2013
Return Version
2011v1.2
Gross Receipts
$679,703
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.

Major Activities

Activity 2
Local community and intrnational service projects adopted by the rotary club of chicago, including continued disaster relief in pignon, haiti; scholarships for graduating high school seniors in the city of chicago; job 1 - an internship program for chicago high school students and their first job; health screenings in chicago's austin neighborhood; distributions of dictionaries to chicago 3rd graders; and clean water in egypt.
Filing and Contact Details

Filer

EIN
36-6067138
Raw XML AppendixShowing 400 of 473 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
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01976
IRS990/AccountsPayableAccruedExpenses/EOY00
IRS990/AccountsReceivable/BOY077369
IRS990/AccountsReceivable/EOY081954
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0LOCAL COMMUNITY AND INTRNATIONAL SERVICE PROJECTS ADOPTED BY THE ROTARY CLUB OF CHICAGO, INCLUDING CONTINUED DISASTER RELIEF IN PIGNON, HAITI; SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL SENIORS IN THE CITY OF CHICAGO; JOB 1 - AN INTERNSHIP PROGRAM FOR CHICAGO HIGH SCHOOL STUDENTS AND THEIR FIRST JOB; HEALTH SCREENINGS IN CHICAGO'S AUSTIN NEIGHBORHOOD; DISTRIBUTIONS OF DICTIONARIES TO CHICAGO 3RD GRADERS; AND CLEAN WATER IN EGYPT.
IRS990/Activity2/Expense0179822
IRS990/ActivityOrMissionDescription0TO SECURE THE RESOUCES NECESSARY TO SUPPORT THE SERVICE MISSION OF THE ROTARY CLUB OF CHICAGO.
IRS990/AddressPrincipalOfficerUS/AddressLine1065 W JACKSON BLVD
IRS990/AddressPrincipalOfficerUS/City0CHICAGO
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode0606043598
IRS990/AllOtherContributions0121397
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY040642
IRS990/CashNonInterestBearing/EOY021665
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0121397
IRS990/ContributionsGrantsPriorYear0143433
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0ROTARY INTERNATIONAL - SUPPORT THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL AND WORLDWIDE PROGRAMS FOR PEACE, THE ERADICATION OF POLIO, SCHOLARSHIPS, AND OTHER GRANT PROGRAMS SPONSORED BY THE 33,000 ROTARY CLUBS THROUGHOUT THE WORLD.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense07938
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral06890
IRS990/FeesForServicesAccounting/Total06890
IRS990/FeesForServicesManagement/ManagementAndGeneral017000
IRS990/FeesForServicesManagement/Total017000
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0CLIFTON FENTON
IRS990/Form990PartVIISectionA/NamePerson1EVY ALSAKER
IRS990/Form990PartVIISectionA/NamePerson2SUZANNE MORGAN
IRS990/Form990PartVIISectionA/NamePerson3JIM BUIK
IRS990/Form990PartVIISectionA/NamePerson4JOHN NOONAN
IRS990/Form990PartVIISectionA/NamePerson5MICHAEL FARIS
IRS990/Form990PartVIISectionA/NamePerson6MOHAN RAO
IRS990/Form990PartVIISectionA/NamePerson7LISA RUSS
IRS990/Form990PartVIISectionA/NamePerson8ANDREA LUEHMANN
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0CHAIR
IRS990/Form990PartVIISectionA/Title1VICE CHAIR
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities030816
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY0181765
IRS990/GrantsAndSimilarAmntsPriorYear0200631
IRS990/GrantsPayable/BOY072374
IRS990/GrantsPayable/EOY041283
IRS990/GrantsToDomesticOrgs/ProgramServices0181765
IRS990/GrantsToDomesticOrgs/Total0181765
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0485872
IRS990/GrossReceipts0679703
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear0103250
IRS990/InvestmentIncome/ExclusionAmount072434
IRS990/InvestmentIncomePriorYear078043
IRS990/InvestmentIncome/TotalRevenueColumn072434
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY02001558
IRS990/InvestmentsOtherSecurities/EOY01870313
IRS990/LessCostOthBasisSalesExpenses/Securities0455056
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO 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.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0AROL AUGSBURGER
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY02045219
IRS990/NetAssetsOrFundBalancesEOY01932649
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome030816
IRS990/NetGainOrLossInvestments/TotalRevenueColumn030816
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear038801
IRS990/OtherExpensesCurrentYear041740
IRS990/OtherExpenses/Description0INVESTMENT ADVISOR FEE
IRS990/OtherExpenses/Description1BROCHURES AND INSERTS
IRS990/OtherExpenses/Description2BAD DEBT EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral010755
IRS990/OtherExpenses/ManagementAndGeneral11100
IRS990/OtherExpenses/ProgramServices05995
IRS990/OtherExpenses/Total010755
IRS990/OtherExpenses/Total15995
IRS990/OtherExpenses/Total21100
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY0247546
IRS990/PermanentlyRestrictedNetAssets/EOY0247546
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-113712
IRS990/ReconcilationRevenueExpenses01142
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY01142
IRS990/RevenuesLessExpensesPriorYear0-17956
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0121397
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0143533
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0101933
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years095300
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years062230
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0524393
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear072434
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year073020
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years067376
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years073646
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0114172
IRS990ScheduleA/GrossInvestmentIncome170/Total0400648
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.56690
IRS990ScheduleA/PublicSupportPertcentPriorYear00.53030
IRS990ScheduleA/PublicSupportTotal1700524393
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0121397
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0143533
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0101933
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years095300
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years062230
IRS990ScheduleA/Total170/Total0524393
IRS990ScheduleA/TotalSupport0925041
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
IRS990/ScheduleBRequired01
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0247546
IRS990ScheduleD/CurrentYear/EndOfYearBalance0247546
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0245046
IRS990ScheduleD/CurrentYearMinus1Year/Contributions02500
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0247546
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0243046
IRS990ScheduleD/CurrentYearMinus2Years/Contributions02000
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0245046
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0243046
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0243046
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear01142
IRS990ScheduleD/ExcessOrDeficitPerFS0-112570
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt010755
IRS990ScheduleD/ExpensesSubtotal0212750
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ROUNDING
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1INVESTMENT ADVISOR FEES NETTED WITH INVESTMENT INCOME FOR FINANCIAL REPORTING PURPOSES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-113712
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-113712
IRS990ScheduleD/OtherExpensesNotIncluded010755
IRS990ScheduleD/OtherRevenuesNotIncluded010754
IRS990ScheduleD/OtherSecurities/BookValue06388
IRS990ScheduleD/OtherSecurities/BookValue1358766
IRS990ScheduleD/OtherSecurities/BookValue2220092
IRS990ScheduleD/OtherSecurities/BookValue3226060
IRS990ScheduleD/OtherSecurities/BookValue4161160
IRS990ScheduleD/OtherSecurities/BookValue531782
IRS990ScheduleD/OtherSecurities/BookValue6133993
IRS990ScheduleD/OtherSecurities/BookValue7466598
IRS990ScheduleD/OtherSecurities/BookValue8265474
IRS990ScheduleD/OtherSecurities/Description0BERNSTEIN - MONEY MARKET
IRS990ScheduleD/OtherSecurities/Description1BERNSTEIN - INTERMEDIATE DURATION
IRS990ScheduleD/OtherSecurities/Description2BERNSTEIN - STRATEGIC VALUE
IRS990ScheduleD/OtherSecurities/Description3BERNSTEIN - STRATEGIC GROWTH
IRS990ScheduleD/OtherSecurities/Description4BERNSTEIN - INTERNATIONAL PORTFOLIO
IRS990ScheduleD/OtherSecurities/Description5BERNSTEIN - EMERGING MARKETS FUND
IRS990ScheduleD/OtherSecurities/Description6BERNSTEIN - ALLIANCE REIT INSTITUTIONS
IRS990ScheduleD/OtherSecurities/Description7BERNSTEIN - DYNAMIC ASSET ALLOCATION ORVERLAY
IRS990ScheduleD/OtherSecurities/Description8WOMEN IN ROTARY - INTERMEDIATE DURATION
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/OtherSecurities/MethodOfValuation5F
IRS990ScheduleD/OtherSecurities/MethodOfValuation6F
IRS990ScheduleD/OtherSecurities/MethodOfValuation7F
IRS990ScheduleD/OtherSecurities/MethodOfValuation8F
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900-113712
IRS990ScheduleD/RevenueNotRptdOnFinStmt010754
IRS990ScheduleD/RevenueSubtotal0213893
IRS990ScheduleD/TotalAdjustments0-113712
IRS990ScheduleD/TotalExpenses0223505
IRS990ScheduleD/TotalExpensesPerForm9900223505
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities01870313
IRS990ScheduleD/TotalRevenue0224647
IRS990ScheduleD/TotalRevenuePerForm9900224647
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0212750
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0100181
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1065 W JACKSON
IRS990ScheduleI/RecipientTable/AddressUS/City0CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060604
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0179822
IRS990ScheduleI/RecipientTable/EINOfRecipient0361707665
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(4)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0ARCHIVES PRESERVATION, COMMUNITY SERVICES, VOCATIONAL PROGRAMS, SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ROTARY INTERNATIONAL CHICAGO ROTARY CLUB
IRS990ScheduleI/RecordsMaintained00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0A RESPONSIBLE INDIVIDUAL (OR COMMITTEE) WITHIN THE ORGANIZATION IS DELEGATED TO REVIEW THE FEDERAL FORM 990 AND REPORT IN THE MINUTES OF A BOARD MEETING THAT THE FORM 990 HAS BEEN REVIEWED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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/GeneralExplanation/Explanation2AVAILABLE UPON REQUEST FROM THE OFFICES IN EITHER HARD COPY OR IN ELECTRONIC FORMAT.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -113,712. ROUNDING TOTAL TO FORM 990, PART XI, LINE 5: -113,712.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FOUNDATION HAS A FINANCE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1065 W JACKSON BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0CHICAGO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode060604
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NONE
IRS990ScheduleR/Form990ScheduleRPartII/EIN0361707665
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(4)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0IL
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10ROTARY INTERNATIONAL CHICAGO ROTARY CLUB
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PHILANTHROPY AND FELLOWSHIP
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0179822
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10ROTARY CLUB OF CHICAGO
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IL
IRS990/StatesWhereCopyOfReturnIsFiled0IL
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY09283
IRS990/TemporarilyRestrictedNetAssets/EOY07931
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1065 W JACKSON BLVD
IRS990/TheBooksAreInCareOf/AddressUS/City0CHICAGO
IRS990/TheBooksAreInCareOf/AddressUS/State0IL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode060604
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10EFFECTUS LLC
IRS990/TheBooksAreInCareOf/TelephoneNumber07086135150
IRS990/TotalAssets/BOY02119569

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,973,932
Liabilities
$41,283
Net assets
$1,932,649
Revenue
-
Expenses
$223,505
Net income
-
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