Civic Intelligence

Rotary/One Foundation Inc.

990 • Fiscal year 2023 • EIN 36-6067138

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
65 W Jackson BlvdChicago, IL 60604

(312) 372-3900

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,453,797

Up $28,791 (+0.8%) from 2022

Net Assets

Up

$3,436,836

Up $11,830 (+0.3%) from 2022

Liabilities

Up

$16,961

Up $16,961 from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin49th percentile

Revenue

Down

$210,528

Down $233,002 (-53%) from 2022

Expenses

Down

$202,550

Down $32,475 (-14%) from 2022

Net Income

Down

$7,978

Down $200,527 (-96%) from 2022

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

2023

Assets$3,453,797
Liabilities$16,961
Net Assets$3,436,836
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$210,528
Expenses$202,550
Net Income$7,978
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$374,381
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, which emphasizes providing water resources, alleviating hunger, fostering health, and advancing youth education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$428,119$413,119▼ $15,000
Cash and Non-Interest-Bearing Accounts$48,077$41,562▼ $6,515
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,425,006$3,453,797▲ $28,791
Other Assets Total$2,948,810$2,999,116▲ $50,306
Liabilities
Other Liabilities-$15,242-
Accounts Payable and Accrued Expenses-$1,719-
Total Liabilities$0$16,961▲ $16,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,086,440$3,132,269▲ $45,829
Net Assets With Donor Restrictions$338,566$304,567▼ $33,999
Total Net Assets Fund Balance$3,425,006$3,436,836▲ $11,830
Total Liabilities and Net Assets / Fund Balance$3,425,006$3,453,797▲ $28,791

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,999,116--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$279,019-▲ $17,112-$296,131
2021$321,548-▼ $42,529-$279,019
2020$260,539-▲ $61,189-$321,728
2019$258,532-▲ $1,827-$260,359
2018$247,996-▲ $10,536-$258,532
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Marshall SchmittChair
Michael FarisVice Chair
Aleta WilliamsTrustee
Jodi SantefordTrustee
Marty MaughTrustee
Sarah BuckTrustee
Ted NebelTrustee
Steve WeihmullerSecretary
James BuikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,179
Program Service Revenue
$0
Investment Income
$180,069
Other Revenue
$280
All Other Contributions
$30,179
Change in Net Assets
$7,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$193,395
Revenue Not Reported on Financial Statements
$17,133
Revenue Not Reported on Form 990
$3,852
Other Revenue Adjustments
$17,133
Total Revenue per Audited Statements
$197,247
Total Revenue per Form 990
$210,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,895
Grants and Similar Amounts Paid$99,655
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,500--$73,500
Grants to Domestic Individuals$26,155--$26,155
Fees for Service Investment Mgmnt Fees-$17,133-$17,133
Fees for Services Management-$16,200-$16,200
Fees for Services Other-$4,511-$4,511
All Other Expenses$1,215$2,796-$4,011
Other Expenses$3,944--$3,944
Office Expenses-$1,459-$1,459
Total Functional Expenses$160,451$42,099$0$202,550

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$202,550
Expenses per Audited Statements$185,417
Total Expenses per Audited Statements$185,417
Expenses Not Reported on Financial Statements$17,133
Other Expense Adjustments$17,133
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union League Club of ChicagoChicago, IL501(c)(7)Service Projects$50,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ed GrazianoContributorAdministratorNo$16,200
Aleta WilliamsRotary Club PresReimburse ExpensesNo$262

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$15,242
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management services are performed by a management company,including accounting and bookkeeping, membership support, website management, monthly board meetings, events and donation support, event planning and coordination, and newsletters and email campaigns.”

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

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

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

“The foundation requires that every board member, officer, and key employee reportbusiness and family relationships to the foundation by completing an annualdisclosure form.”

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
Rotaryone Foundation Inc
EIN
36-6067138
Phone
3123723900
Address
65 W JACKSON BLVD, CHICAGO, IL 60604

Signing Officer

Name
James Buik
Title
Treasurer
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Buik
Formed
1938
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
14

Preparer

Firm
Il Nfp Audit and Tax Llp
Address
200 S WACKER DR SUITE 3100, CHICAGO, IL 60606
Preparer
Alfredo Rodriguez CPA
Phone
3129985500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: community service projects”

Financial Statement Notes

Part X : FIN48 Footnote

“Fin 48 - the organization is exempt from federal and state income taxes under section 501 (c) (3) of the internal revenue code, therefore, the financial statements do not include a provision for income taxes. The organization reviews income tax positions taken or expected to be taken in income tax returns to determine if there are any income tax uncertainties. This includes positions that the entity is exempt from income taxes or not subject to income taxes on unrelated business income. The organization recognizes tax benefits from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by taking authorities, based on the technical merits of the positions. The organization files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment Fees $17133”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“INVESTMENT FEES $17133”

Raw XML AppendixShowing 400 of 538 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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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SECURE THE RESOURCES NECESSARY TO SUPPORT THE SERVICE MISSION OF THE ROTARY CLUB OF CHICAGO, WHICH EMPHASIZES PROVIDING WATER RESOURCES, ALLEVIATING HUNGER, FOSTERING HEALTH, AND ADVANCING YOUTH EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03425006
IRS990/NetAssetsOrFundBalancesEOYAmt03436836
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt044971
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044971
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0280
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0280
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03852
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03086440
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03132269
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01459
IRS990/OfficeExpensesGrp/TotalAmt01459
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02948810
IRS990/OtherAssetsTotalGrp/EOYAmt02999116
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0club service projects
IRS990/OtherExpensesGrp/Desc1Vocational Service Projects
IRS990/OtherExpensesGrp/Desc2international service projects
IRS990/OtherExpensesGrp/Desc3Community Service Projects
IRS990/OtherExpensesGrp/ProgramServicesAmt037924
IRS990/OtherExpensesGrp/ProgramServicesAmt18888
IRS990/OtherExpensesGrp/ProgramServicesAmt28825
IRS990/OtherExpensesGrp/ProgramServicesAmt33944
IRS990/OtherExpensesGrp/TotalAmt037924
IRS990/OtherExpensesGrp/TotalAmt18888
IRS990/OtherExpensesGrp/TotalAmt28825
IRS990/OtherExpensesGrp/TotalAmt33944
IRS990/OtherLiabilitiesGrp/EOYAmt015242
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0428119
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0413119
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0James Buik
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE PROJECTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034899
IRS990/ProgSrvcAccomActy3Grp/Desc0VOCATIONAL SERVICE INCLUDES JOB 1 YOUTH EMPLOYMENT PROGRAM AN INTERNSHIP PROGRAM FOR CHICAGO HIGH SCHOOL STUDENTS AND THEIR FIRST JOB, AND COLLEGE SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL SENIORS IN THE CITY OF CHICAGO.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019588
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt062441
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0159776
IRS990/PYInvestmentIncomeAmt0381024
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt075249
IRS990/PYOtherRevenueAmt065
IRS990/PYRevenuesLessExpensesAmt0208505
IRS990/PYTotalExpensesAmt0235025
IRS990/PYTotalRevenueAmt0443530
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07978
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0170551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0405255
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0135098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0145161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0111423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0116703
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103746
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0612131
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39830
IRS990ScheduleA/PublicSupportPY170Pct00.73740
IRS990ScheduleA/PublicSupportTotal170Amt0405255
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030179
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087167
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0405255
IRS990ScheduleA/TotalSupportAmt01017386
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0279019
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0296131
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017112
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0321548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0279019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-42529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0260539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0321728
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0258532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0260359
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0247996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0258532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010536
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017133
IRS990ScheduleD/ExpensesSubtotalAmt0185417
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03852
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02999116
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Investments
IRS990ScheduleD/OtherExpensesNotIncludedAmt017133
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliate
IRS990ScheduleD/OtherRevenuesNotIncludedAmt017133
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt03852
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017133
IRS990ScheduleD/RevenueSubtotalAmt0193395
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 - THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, THEREFORE, THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAKING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment Fees $17133
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES $17133
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02999116
IRS990ScheduleD/TotalExpensesPerForm990Amt0202550
IRS990ScheduleD/TotalLiabilityAmt015242
IRS990ScheduleD/TotalRevenuePerForm990Amt0210528
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0197247
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0185417
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt115455
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOOL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SERVICE PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNION LEAGUE CLUB OF CHICAGO
IRS990ScheduleI/RecipientTable/RecipientEIN0361893300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065 WEST JACKSON BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060604
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES APPROVES AN ANNUAL GRANT AMOUNT AND WORKS WITH COMMITTEES OF THE ROTARY CLUB OF CHICAGO TO ALLOCATE FUNDS BASED ON APPROVED PROJECTS. WHEN DISBURSEMENTS ARE REQUESTED, THE CHAIR OF THE BOARD AND THE TREASURER OF THE FOUNDATION REVIEW DISBURSEMENTS. IF THE MONEY IS DISBURSED FOR A GRANT PROJECT USING FUNDS FROM THE ROTARY FOUNDATION, A SEPARATE ACCOUNT IS OPENED FOR EACH GRANT MANAGED BY THE ROTARY CLUB OF CHICAGO.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,453,797
Liabilities
$16,961
Net assets
$3,436,836
Revenue
$210,528
Expenses
$202,550
Net income
$7,978
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