Civic Intelligence

Rotary District 6460

990 • Fiscal year 2018 • EIN 37-0893726

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 20, 2018

PO Box 311Springfield, IL 62705-0311

(217) 789-6460

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$316,228

Up $17,868 (+6.0%) from 2017

Net Assets

Up

$289,064

Up $36,150 (+14%) from 2017

Liabilities

Down

$27,164

Down $18,282 (-40%) from 2017

Revenue

Up

$226,076

Up $4,406 (+2.0%) from 2017

Expenses

Down

$189,926

Down $45,536 (-19%) from 2017

Net Income

Up

$36,150

Up $49,942 (+362%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $151,344Liabilities 2012: $82,812Net Assets 2012: $68,5322012Assets 2013: $132,485Liabilities 2013: $27,613Net Assets 2013: $104,8722013Assets 2014: $172,679Liabilities 2014: $37,174Net Assets 2014: $135,5052014Assets 2015: $214,551Liabilities 2015: $52,957Net Assets 2015: $161,5942015Assets 2016: $223,095Liabilities 2016: $23,899Net Assets 2016: $199,1962016Assets 2017: $298,360Liabilities 2017: $45,446Net Assets 2017: $252,9142017Assets 2018: $316,228Liabilities 2018: $27,164Net Assets 2018: $289,0642018Assets 2019: $246,741Liabilities 2019: $49,122Net Assets 2019: $197,6192019Assets 2020: $215,220Liabilities 2020: $14,053Net Assets 2020: $201,1672020Assets 2021: $245,670Liabilities 2021: $4,500Net Assets 2021: $241,1702021Assets 2022: $321,335Liabilities 2022: $76,718Net Assets 2022: $244,6172022Assets 2025: $205,379Liabilities 2025: $4,375Net Assets 2025: $201,0042025

Highlighted filing

2018

Assets$316,228
Liabilities$27,164
Net Assets$289,064

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $133,3352012Expenses 2013: $111,6972013Revenue 2014: $179,875Expenses 2014: $151,055Net Income 2014: $28,8202014Revenue 2015: $164,826Expenses 2015: $138,737Net Income 2015: $26,0892015Revenue 2016: $187,845Expenses 2016: $150,243Net Income 2016: $37,6022016Revenue 2017: $221,670Expenses 2017: $235,462Net Income 2017: -$13,7922017Revenue 2018: $226,076Expenses 2018: $189,926Net Income 2018: $36,1502018Revenue 2019: $201,498Expenses 2019: $292,943Net Income 2019: -$91,4452019Revenue 2020: $245,111Expenses 2020: $241,563Net Income 2020: $3,5482020Revenue 2021: $129,994Expenses 2021: $89,991Net Income 2021: $40,0032021Revenue 2022: $146,144Expenses 2022: $142,697Net Income 2022: $3,4472022Revenue 2025: $196,305Expenses 2025: $172,864Net Income 2025: $23,4412025

Highlighted filing

2018

Revenue$226,076
Expenses$189,926
Net Income$36,150
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 20, 2018
Return Version
2017v2.3
Gross Receipts
$285,151
Mission and Program Overview

Mission

To promote community service, world peace and understanding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$196,143$242,493▲ $46,350
Savings and Temporary Cash Investments$97,418$72,237▼ $25,181
Prepaid Expenses and Deferred Charges$2,057$727▼ $1,330
Land, Buildings, and Equipment, Net$942$471▼ $471
Accounts Receivable$1,800$300▼ $1,500
Total Assets$298,360$316,228▲ $17,868
Liabilities
Grants Payable$45,446$21,562▼ $23,884
Accounts Payable and Accrued Expenses-$5,602-
Total Liabilities$45,446$27,164▼ $18,282
Net Assets / Fund Balance
Unrestricted Net Assets$252,914$283,487▲ $30,573
Temporarily Rstr Net Assets-$5,577-
Total Net Assets Fund Balance$252,914$289,064▲ $36,150
Total Liabilities and Net Assets / Fund Balance$298,360$316,228▲ $17,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$471$1,884$2,355
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel O'BrienPast Club President
Matthew MachalaPast Club President
Brian BarsteadDist Gov-Elect
Mark RobertsDist Gov-Nominee
Douglas HuffDistrict Governor
Maura DonnellyDistrict Secretary
Ryan ByersDistrict Trainer
Anthony WilliamsImmediate PDG
Gordon JumperPast Dist Governor
Neal MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,801
Program Service Revenue
$35,085
Investment Income
$915
Other Revenue
$19,275
All Other Contributions
$31,543
Change in Net Assets
$36,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,148
Grants and Similar Amounts Paid$67,778
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$98,682--$98,682
Grants to Domestic Orgs$67,778--$67,778
Other Expenses$11,250--$11,250
Advertising$7,048--$7,048
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$2,168-$2,168
Total Functional Expenses$184,758$5,168$0$189,926
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,350
Fundraising Direct Expenses$59,075
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Baseball Family Day$78,350$78,350-$78,350
Total Events$78,350$78,350$59,075$19,275
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

Line 11b explanation - The Treasurer will review Form 990 prior to submitting to the IRS.

Form 990, Part VI, Section B, line 12C

A conflict of interest policy was adopted and will be addressed on an annual basis.

Form 990, Part VI, Section B, line 15

There was no compensation of officer(s) during the year.

Form 990, Part VI, Section C, line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Rotary District 6460
EIN
37-0893726
Phone
2177896460
Address
PO Box 311, Springfield, IL 62705-0311

Signing Officer

Name
Neal Miller
Title
Treasurer
Phone
2177896460
Signed
2018-12-20
Discuss with paid preparer
Yes

Organization Details

Formed
1913
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Eck Schafer & Punke LLP
Address
227 South Seventh Street, Springfield, IL 62701
Preparer
Brent Leach
Phone
2175251111
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Board assumes responsibilty. The organization has not changed its process from the prior year.

Financial Statement Notes

Part X, Line 2:

Management evaluated the Organization's tax positions in accordance with accounting standards on accounting for uncertainty in income taxes which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. Tax positions for the open tax years as of June 30, 2017 were reviewed, and it was determined that no provision for uncertain tax positions is required.

Raw XML Appendix369 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Immediate PDG
IRS990/Form990PartVIISectionAGrp/TitleTxt4District Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5District Trainer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past Club President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Past Club President
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management evaluated the Organization's tax positions in accordance with accounting standards on accounting for uncertainty in income taxes which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. Tax positions for the open tax years as of June 30, 2017 were reviewed, and it was determined that no provision for uncertain tax positions is required.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11b explanation - The Treasurer will review Form 990 prior to submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A conflict of interest policy was adopted and will be addressed on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There was no compensation of officer(s) during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board assumes responsibilty. The organization has not changed its process from the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05577
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0298360
IRS990/TotalAssetsEOYAmt0316228
IRS990/TotalAssetsGrp/BOYAmt0298360
IRS990/TotalAssetsGrp/EOYAmt0316228
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0170801
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05168
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045446
IRS990/TotalLiabilitiesEOYAmt027164
IRS990/TotalLiabilitiesGrp/BOYAmt045446
IRS990/TotalLiabilitiesGrp/EOYAmt027164
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0252914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0289064
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0184758
IRS990/TotalProgramServiceRevenueAmt035085
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020190
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035085
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0316228
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0252914
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0283487
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 311
IRS990/USAddress/CityNm0Springfield
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0627050311
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0rotarydistrict6460.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Neal Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02177896460
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 6460
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0370893726
ReturnHeader/Filer/PhoneNum02177896460
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 311
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0627050311
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CCC8F164CCDF72CDD38E0D1EA2F261338DA9204
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D63525CE426C5F67978186F61A19B12C3B967BC9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.101.69
ReturnHeader/FilingSecurityInformation/IPDt02018-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:23:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371335003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eck Schafer & Punke LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 South Seventh Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062701
ReturnHeader/PreparerPersonGrp/PhoneNum02175251111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent Leach
ReturnHeader/ReturnTs02019-01-18T08:59:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.04$2.01$1.96$1.73$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.77$2.45$1.46$1.43$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.05$2.41$1.30$0.90$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.14$2.01$2.45$2.42$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.49$1.98$2.01$2.93$0.91
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.27$2.89$2.26$1.90$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.45$2.53$2.22$2.35$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.24$1.99$1.88$1.50$0.38
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.53$1.62$1.65$1.39$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.37$1.36$1.80$1.51$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.28$1.05$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.83$0.69$1.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits