Civic Intelligence

Rotary Int'L Wheaton Rotary Club

EIN 36-6191994 • 501(c)4 • Wheaton, IL

Profile

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world feollowship of business and professional persons united in the ideal of service.

PO Box 68Wheaton, IL 60189-0068

www.wheatonrotary.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-28%

Faster asset growth than 23% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$19,069

Down $7,514 (-28%) from 2018

Liabilities

$200

No earlier filing loaded for comparison.

Net Assets

Down

$18,869

Down $7,714 (-29%) from 2018

Operations
Liabilities / Revenue64th percentileNet Margin24th percentile

Revenue

Down

$44,179

Down $6,389 (-13%) from 2018

Expenses

Up

$51,893

Up $5,661 (+12%) from 2018

Net Income

Down

-$7,714

Down $12,050 (-278%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$30K$20K$10K$0Assets 2015: $5,716Net Assets 2015: $5,7162015Assets 2018: $26,583Net Assets 2018: $26,5832018Assets 2019: $19,069Liabilities 2019: $200Net Assets 2019: $18,8692019

Highlighted filing

2019

Assets$19,069
Liabilities$200
Net Assets$18,869
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $46,309Expenses 2015: $48,457Net Income 2015: -$2,1482015Revenue 2018: $50,568Expenses 2018: $46,232Net Income 2018: $4,3362018Revenue 2019: $44,179Expenses 2019: $51,893Net Income 2019: -$7,7142019

Highlighted filing

2019

Revenue$44,179
Expenses$51,893
Net Income-$7,714
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$19,069
Liabilities
$200
Net assets
$18,869
Revenue
$44,179
Expenses
$51,893
Net income
-$7,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$19.1$0.20$18.9$44.2$51.9$7.71
2018Detailed filing. Detailed filing data is available for this year.$26.6$26.6$50.6$46.2$4.34
2015Detailed filing. Detailed filing data is available for this year.$5.72$5.72$46.3$48.5$2.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 22, 2020
Return Version
2018v3.2
Gross Receipts
$44,279
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world feollowship of business and professional persons united in the ideal of service.

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
THIS ENTITY (WHEATON ROTARY CLUB) CONDUCTS THE DAY-TO-DAY BUSINESS ACTIVITY OF THE WHEATON ROTARY. ALL PROGRAM SERVICE ACCOMPLISHMENTS ARE REFLECTED ON THE 990-EZ FILED BY WHEATON ROTARY SERVICE FUND - FEIN 36-3354640.$2,000$50,072
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN JOHNSONPresident-$0--
ED LOWRIEPresident El-$0--
THOR DAVIDSONPast Preside-$0--
KURT PARENTSecretary-$0--
MARK DANIELSTreasurer-$0--
KELLY COFFEYDirector-$0--
STEVE CHARVATDirector-$0--
LORI BELHADirector-$0--
BOB LYONDirector-$0--
BOB WARZINDirector-$0--
ERICA LOIACONODirector-$0--
SAM SALAHIDirector-$0--
ROBERT MCDONOUGHDirector-$0--
BILL MCGURRDirector-$0--
Filing and Contact Details

Filer

Filer Name
ROTARY INT'L WHEATON ROTARY CLUB
EIN
36-6191994
Address
PO BOX 68, WHEATON, IL 60189-0068

Signing Officer

Name
Mark Daniels
Title
Treasurer
Phone
6303736206
Signed
2020-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Mathieson Moyski Austin & Co Llp
Address
211 S WHEATON AVE STE 400, WHEATON, IL 60187-5251
Preparer
John Straus
Phone
6306531616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 31,514 total 31,514”

Form 990-ez, Part I, Line 16

“Expenses bank & credit card fees 1,010 cost of meals at meetings 27,938 dues & fees paid 7,620 legal & accounting 260 public relations 415 supplies 172 website 479 president expense 551 fellowship 965 storage unit rental 1,474 postage 47 installation dinner 4,006 printing 292 60th anniversary 2,841 banners 500 shirts 147 burger social 900 po box rental 276 total 49,893”

Form 990-ez, Part II, Line 26

“FOUNDATION PAYABLE 0 200”

Form 990-ez, Part III

“The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.”

Raw XML Appendix153 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 31,514 TOTAL 31,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK & CREDIT CARD FEES 1,010 COST OF MEALS AT MEETINGS 27,938 DUES & FEES PAID 7,620 LEGAL & ACCOUNTING 260 PUBLIC RELATIONS 415 SUPPLIES 172 WEBSITE 479 PRESIDENT EXPENSE 551 FELLOWSHIP 965 STORAGE UNIT RENTAL 1,474 POSTAGE 47 INSTALLATION DINNER 4,006 PRINTING 292 60TH ANNIVERSARY 2,841 BANNERS 500 SHIRTS 147 BURGER SOCIAL 900 PO BOX RENTAL 276 TOTAL 49,893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION PAYABLE 0 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST: THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; SECOND: HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; FOURTH: THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/TaxYr02018

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