Civic Intelligence

Elmhurst Rotary Charitable Trust Fund

990EZ • Fiscal year 2024 • EIN 36-7092990

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 28, 2024

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

81st percentile

0.13x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$310,730

Up $27,362 (+9.7%) from 2023

Net Assets

Up

$270,219

Up $15,361 (+6.0%) from 2023

Liabilities

Up

$40,511

Up $12,001 (+42%) from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin76th percentile

Revenue

Up

$68,376

Up $12,653 (+23%) from 2023

Expenses

Up

$53,015

Up $20,675 (+64%) from 2023

Net Income

Down

$15,361

Down $8,022 (-34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2024

Assets$310,730
Liabilities$40,511
Net Assets$270,219
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$68,376
Expenses$53,015
Net Income$15,361
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 28, 2024
Return Version
2023v5.0
Gross Receipts
$71,622
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO 4 INDIVIDUALS$28,000$28,000
ASSISTANCE TO 11 LOCAL CHARITIES PROVIDING ASSISTANCE TO THE COMMUNITY.$25,000$25,000
Compensation and Service Providers
Top Officer Pay79th 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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$23,858$23,858$3,246$20,612
Total Events$23,858$23,858$3,246$20,612
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
2024-09-28
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: 28,000”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 28,510 40,511”

Form 990-ez, Part III

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

Raw XML Appendix165 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/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/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO 4 INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSISTANCE TO 11 LOCAL CHARITIES PROVIDING ASSISTANCE TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt125000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt020612
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028510
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053015
IRS990EZ/TotalProgramServiceExpensesAmt053000
IRS990EZ/TotalRevenueAmt068376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0158505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044264
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024920
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-178
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027225
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67240
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IRS990ScheduleA/PublicSupportTotal170Amt0257624
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03500
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 28,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 28,510 40,511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A CLOHESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307822001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELMHURST ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
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ReturnHeader/Filer/EIN0367092990
ReturnHeader/Filer/PhoneNum06307822001
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605234311
ReturnHeader/PreparerPersonGrp/PhoneNum06307822001
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J SUKOWICZ CPA
ReturnHeader/ReturnTs02024-10-17T10:11:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,730
Liabilities
$40,511
Net assets
$270,219
Revenue
$68,376
Expenses
$53,015
Net income
$15,361
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