Civic Intelligence

Elmhurst Rotary Charitable Trust Fund

990EZ • Fiscal year 2023 • EIN 36-7092990

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

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

80th percentile

0.10x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-70%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$283,368

Up $15,383 (+5.7%) from 2022

Net Assets

Up

$254,858

Up $23,383 (+10%) from 2022

Liabilities

Down

$28,510

Down $8,000 (-22%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin87th percentile

Revenue

Down

$55,723

Down $127,285 (-70%) from 2022

Expenses

Down

$32,340

Down $46,393 (-59%) from 2022

Net Income

Down

$23,383

Down $80,892 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2023

Assets$283,368
Liabilities$28,510
Net Assets$254,858
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

2023

Revenue$55,723
Expenses$32,340
Net Income$23,383
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$61,987
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$28,325$28,325
SCHOLARSHIPS$4,000$4,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BERGHEGERTrustee-$0--
CHALIE LALIBERTETrustee-$0--
DAVID MCKENNATrustee-$0--
JAMES A CLOHESSYTreasurer-$0--
MARY BETH HARPERTrustee-$0--
FRANK TROOSTTrustee-$0--
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
2023-11-01
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 II, Line 24

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

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 36,510 28,510”

Form 990-ez, Part III

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

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060523
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0264485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0283368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013421
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023383
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GamingGrossIncomeAmt024841
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032325
IRS990EZ/GrossReceiptsAmt061987
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt023725
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0231475
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254858
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0231475
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254858
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN BERGHEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHALIE LALIBERTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID MCKENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES A CLOHESSY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY BETH HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANK TROOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03500
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/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06264
IRS990EZ/SpecialEventsNetIncomeLossAmt018577
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036510
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028510
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032340
IRS990EZ/TotalProgramServiceExpensesAmt032325
IRS990EZ/TotalRevenueAmt055723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0158505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0295136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-27906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024920
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01885
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023725
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87290
IRS990ScheduleA/PublicSupportPY170Pct00.91630
IRS990ScheduleA/PublicSupportTotal170Amt0295136
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0158505
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041012
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0295136
IRS990ScheduleA/TotalSupportAmt0338101
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt017577
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt023503
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt041080
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt02387
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt02387
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06264
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt024841
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IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018577
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt03877
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt03877
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0MARK SUKOWICZ
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt02001 MIDWEST RD 210
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0OAK BROOK
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd060523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTS RECEIVABLE 3,500 0 TOTAL 3,500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 36,510 28,510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A CLOHESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307822001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J SUKOWICZ CPA
ReturnHeader/ReturnTs02023-11-02T16:08:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLOHESSY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$283,368
Liabilities
$28,510
Net assets
$254,858
Revenue
$55,723
Expenses
$32,340
Net income
$23,383
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