Civic Intelligence

Rotary International Lockport

EIN 36-6148603 • 501(c)4 • Lockport, IL

Profile

Rotary is a worldwide service organization that provides support to local charities and organizations

PO Box 337Lockport, IL 60441

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-13%

Faster asset growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

92nd percentile

68%

Faster revenue growth than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,266

Down $2,074 (-25%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,266

Down $2,074 (-25%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$40,865

Up $26,359 (+182%) from 2021

Expenses

Up

$25,081

Up $11,286 (+82%) from 2021

Net Income

Up

$15,784

Up $15,073 (+2120%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $43,481Liabilities 2011: $0Net Assets 2011: $43,4812011Assets 2012: $53,551Liabilities 2012: $0Net Assets 2012: $53,5512012Assets 2013: $51,945Liabilities 2013: $0Net Assets 2013: $51,9452013Assets 2014: $39,399Liabilities 2014: $0Net Assets 2014: $39,3992014Assets 2015: $38,318Liabilities 2015: $0Net Assets 2015: $38,3182015Assets 2016: $43,989Liabilities 2016: $0Net Assets 2016: $43,9892016Assets 2017: $36,740Liabilities 2017: $0Net Assets 2017: $36,7402017Assets 2018: $17,789Liabilities 2018: $0Net Assets 2018: $17,7892018Assets 2019: $13,689Liabilities 2019: $0Net Assets 2019: $13,6892019Assets 2020: $7,629Liabilities 2020: $0Net Assets 2020: $7,6292020Assets 2021: $8,340Liabilities 2021: $0Net Assets 2021: $8,3402021Assets 2023: $6,266Net Assets 2023: $6,2662023

Highlighted filing

2023

Assets$6,266
Liabilities-
Net Assets$6,266
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $36,255Expenses 2011: $32,119Net Income 2011: $4,1362011Revenue 2012: $43,689Expenses 2012: $33,619Net Income 2012: $10,0702012Revenue 2013: $27,291Expenses 2013: $28,897Net Income 2013: -$1,6062013Revenue 2014: $35,421Expenses 2014: $47,967Net Income 2014: -$12,5462014Revenue 2015: $27,808Expenses 2015: $28,889Net Income 2015: -$1,0812015Revenue 2016: $32,953Expenses 2016: $27,282Net Income 2016: $5,6712016Revenue 2017: $22,149Expenses 2017: $29,398Net Income 2017: -$7,2492017Revenue 2018: $5,852Expenses 2018: $24,803Net Income 2018: -$18,9512018Revenue 2019: $18,592Expenses 2019: $22,692Net Income 2019: -$4,1002019Revenue 2020: $10,874Expenses 2020: $16,934Net Income 2020: -$6,0602020Revenue 2021: $14,506Expenses 2021: $13,795Net Income 2021: $7112021Revenue 2023: $40,865Expenses 2023: $25,081Net Income 2023: $15,7842023

Highlighted filing

2023

Revenue$40,865
Expenses$25,081
Net Income$15,784
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$6,266
Liabilities
-
Net assets
$6,266
Revenue
$40,865
Expenses
$25,081
Net income
$15,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.27$6.27$40.9$25.1$15.8
2021Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$14.5$13.8$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$10.9$16.9$6.06
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$18.6$22.7$4.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$5.85$24.8$19.0
2017Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$22.1$29.4$7.25
2016Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$33.0$27.3$5.67
2015Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$27.8$28.9$1.08
2014Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$35.4$48.0$12.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.9$0.00$51.9$27.3$28.9$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$0.00$53.6$43.7$33.6$10.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.00$43.5$36.3$32.1$4.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$63,700
Mission and Program Overview

Mission

Rotary is a worldwide service organization that provides support to local charities and organizations

Rotary is an international service organization that provides support to charities and organizations.

Program Services

DescriptionGrantsExpenses
ROTARY AWARDED 8-$1,000 SCHOLARSHIPS TO HIGH SCHOOL STUDENTS AND DONATED $2561.64 TO THE LYONS CLUB.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WARTENBERGPresident-$0--
JOHN MCNULTYSecretary-$0--
JANET SCHULERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
36-6148603
Phone
8153534015
Address
PO BOX 337, Lockport, IL 60441

Signing Officer

Name
Janet Schuler
Title
Treasurer
Phone
8153534015
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Leah Young
Phone
8004725625
Supplemental Narrative

Additional Explanations

Line 10

“Top ten scholarship-$8000;to the foundation 8360.83;lyons club donation $2561.64”

Line 6B

“Golf-$11000;coffin $6952.97;murder mystery $4193.36;squares $5950;raffle $6335;bridges $1063.43;foundation $18450.37”

Line 16

“International dues 4553.85”

Raw XML Appendix102 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET SCHULER
IRS990EZ/BooksInCareOfDetail/PhoneNum08158387159
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 337
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lockport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060441
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09314
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015784
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09314
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06266
IRS990EZ/FundraisingGrossIncomeAmt053945
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018922
IRS990EZ/GrossReceiptsAmt063700
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09751
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WARTENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MCNULTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET SCHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04554
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS AN INTERNATIONAL SERVICE ORGANIZATION THAT PROVIDES SUPPORT TO CHARITIES AND ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt01605
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY AWARDED 8-$1,000 SCHOLARSHIPS TO HIGH SCHOOL STUDENTS AND DONATED $2561.64 TO THE LYONS CLUB.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022835
IRS990EZ/SpecialEventsNetIncomeLossAmt031110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025081
IRS990EZ/TotalRevenueAmt040865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0GROUP EX ROTARY INT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOP TEN SCHOLARSHIP-$8000;TO THE FOUNDATION 8360.83;LYONS CLUB DONATION $2561.64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOLF-$11000;COFFIN $6952.97;MURDER MYSTERY $4193.36;SQUARES $5950;RAFFLE $6335;BRIDGES $1063.43;FOUNDATION $18450.37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL DUES 4553.85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 6B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET SCHULER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08153534015
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0366148603
ReturnHeader/Filer/PhoneNum08153534015
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 337
ReturnHeader/Filer/USAddress/CityNm0Lockport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060441
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leah Young
ReturnHeader/ReturnTs02023-11-04T18:59:45Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits