Civic Intelligence

Elmhurst Rotary Charitable Trust Fund

990EZ • Fiscal year 2022 • EIN 36-7092990

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2022

Organization ProfileN/A
PO Box 147Elmhurst, IL 60126

(630) 782-2001

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$267,985

No earlier filing loaded for comparison.

Net Assets

$231,475

No earlier filing loaded for comparison.

Liabilities

$36,510

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin91st percentile

Revenue

$183,008

No earlier filing loaded for comparison.

Expenses

$78,733

No earlier filing loaded for comparison.

Net Income

$104,275

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2022: $267,985Liabilities 2022: $36,510Net Assets 2022: $231,4752022Assets 2023: $283,368Liabilities 2023: $28,510Net Assets 2023: $254,8582023Assets 2024: $310,730Liabilities 2024: $40,511Net Assets 2024: $270,2192024Assets 2025: $334,393Liabilities 2025: $36,510Net Assets 2025: $297,8832025

Highlighted filing

2022

Assets$267,985
Liabilities$36,510
Net Assets$231,475
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2022: $183,008Expenses 2022: $78,733Net Income 2022: $104,2752022Revenue 2023: $55,723Expenses 2023: $32,340Net Income 2023: $23,3832023Revenue 2024: $68,376Expenses 2024: $53,015Net Income 2024: $15,3612024Revenue 2025: $96,214Expenses 2025: $68,551Net Income 2025: $27,6632025

Highlighted filing

2022

Revenue$183,008
Expenses$78,733
Net Income$104,275
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$190,394
Mission and Program Overview

Mission

The trust's primary purpose is to provide educational and charitable assistance to the community.

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO LOCAL CHARITIES$34,812$34,812
SCHOLARSHIPS$16,000$16,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BERGHEGERTrustee-$0--
CHALIE LALIBERTETrustee-$0--
DAVID MCKENNATrustee-$0--
VALERIE CAHILLTrustee-$0--
ROB KOPECKYTrustee-$0--
JAMES A CLOHESSYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$31,889$31,889$3,524$28,365
Total Events$31,889$31,889$7,386$24,503
Filing and Contact Details

Filer

Filer Name
Elmhurst Rotary Charitable Trust
EIN
36-7092990
Phone
6307822001
Address
PO BOX 147, ELMHURST, IL 60126

Signing Officer

Name
James a Clohessy
Title
Treasurer
Phone
6307822001
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Sukowicz & Clohessy Llp
Address
2001 MIDWEST RD STE 210, OAK BROOK, IL 60523-4311
Preparer
Mark J Sukowicz CPA
Phone
6307822001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 16,000”

Form 990-ez, Part I, Line 10

“Name: elmhurst school district address: york road elmhurst, il 60126 cash contribution: 6,422”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 3,500 total 0 3,500”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 32,510 36,510”

Form 990-ez, Part III

“The trust's primary purpose is to provide educational and charitable assistance to the community.”

Raw XML Appendix169 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK BROOK
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0159710
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID MCKENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VALERIE CAHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROB KOPECKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES A CLOHESSY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSISTANCE TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt134812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134812
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07386
IRS990EZ/SpecialEventsNetIncomeLossAmt024503
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032510
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt036510
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078733
IRS990EZ/TotalProgramServiceExpensesAmt050812
IRS990EZ/TotalRevenueAmt0183008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0337454
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-27906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024920
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-178
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07303
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91630
IRS990ScheduleA/PublicSupportTotal170Amt0337454
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158505
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0337454
IRS990ScheduleA/TotalSupportAmt0368260
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt023503
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt023503
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03862
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03524
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 16,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ELMHURST SCHOOL DISTRICT ADDRESS: YORK ROAD ELMHURST, IL 60126 CASH CONTRIBUTION: 6,422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 3,500 TOTAL 0 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 32,510 36,510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A CLOHESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307822001
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELMHURST ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0ELMH
ReturnHeader/Filer/EIN0367092990
ReturnHeader/Filer/PhoneNum06307822001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0ELMHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260687486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUKOWICZ & CLOHESSY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MIDWEST RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605234311
ReturnHeader/PreparerPersonGrp/PhoneNum06307822001
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J SUKOWICZ CPA
ReturnHeader/ReturnTs02022-09-08T15:07:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLOHESSY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,985
Liabilities
$36,510
Net assets
$231,475
Revenue
$183,008
Expenses
$78,733
Net income
$104,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.34$0.37$2.98$0.96$0.69$0.28
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.41$2.70$0.68$0.53$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.29$2.55$0.56$0.32$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.37$2.31$1.83$0.79$1.04