Civic Intelligence

Rotary International O'Fallon Rotary Club

990EZ • Fiscal year 2015 • EIN 37-6051504

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

Organization ProfileOFALLONROTARY.ORG
PO Box 174Ofallon, IL 62269

(618) 624-7127

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

6.1%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

3.1%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-4.9%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$154,150

Up $4,652 (+3.1%) from 2014

Net Assets

Up

$154,150

Up $4,652 (+3.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin57th percentile

Revenue

Down

$76,157

Down $3,963 (-4.9%) from 2014

Expenses

Up

$71,505

Up $1,989 (+2.9%) from 2014

Net Income

Down

$4,652

Down $5,952 (-56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$200K$150K$100K$50K$0Assets 2011: $97,193Net Assets 2011: $97,1932011Assets 2012: $132,686Net Assets 2012: $132,6862012Assets 2013: $138,894Liabilities 2013: $0Net Assets 2013: $138,8942013Assets 2014: $149,498Liabilities 2014: $0Net Assets 2014: $149,4982014Assets 2015: $154,150Liabilities 2015: $0Net Assets 2015: $154,1502015Assets 2016: $161,563Liabilities 2016: $0Net Assets 2016: $161,5632016Assets 2017: $177,156Liabilities 2017: $0Net Assets 2017: $177,1562017Assets 2018: $159,832Liabilities 2018: $0Net Assets 2018: $159,8322018Assets 2019: $154,602Liabilities 2019: $0Net Assets 2019: $154,6022019Assets 2020: $156,401Liabilities 2020: $0Net Assets 2020: $156,4012020Assets 2021: $182,100Liabilities 2021: $2,025Net Assets 2021: $180,0752021Assets 2022: $52,022Liabilities 2022: $1,375Net Assets 2022: $50,6472022Assets 2023: $46,074Liabilities 2023: $0Net Assets 2023: $46,0742023Assets 2024: $49,168Liabilities 2024: $0Net Assets 2024: $49,1682024Assets 2025: $48,773Liabilities 2025: $0Net Assets 2025: $48,7732025

Highlighted filing

2015

Assets$154,150
Liabilities$0
Net Assets$154,150
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $75,736Expenses 2011: $76,638Net Income 2011: -$9022011Revenue 2012: $110,713Expenses 2012: $75,220Net Income 2012: $35,4932012Revenue 2013: $69,193Expenses 2013: $62,985Net Income 2013: $6,2082013Revenue 2014: $80,120Expenses 2014: $69,516Net Income 2014: $10,6042014Revenue 2015: $76,157Expenses 2015: $71,505Net Income 2015: $4,6522015Revenue 2016: $79,572Expenses 2016: $72,159Net Income 2016: $7,4132016Revenue 2017: $78,651Expenses 2017: $63,058Net Income 2017: $15,5932017Revenue 2018: $87,882Expenses 2018: $105,206Net Income 2018: -$17,3242018Revenue 2019: $75,206Expenses 2019: $80,436Net Income 2019: -$5,2302019Revenue 2020: $73,391Expenses 2020: $71,592Net Income 2020: $1,7992020Revenue 2021: $62,017Expenses 2021: $38,343Net Income 2021: $23,6742021Revenue 2022: $53,425Expenses 2022: $182,853Net Income 2022: -$129,4282022Revenue 2023: $67,330Expenses 2023: $71,903Net Income 2023: -$4,5732023Revenue 2024: $62,312Expenses 2024: $59,218Net Income 2024: $3,0942024Revenue 2025: $60,533Expenses 2025: $60,928Net Income 2025: -$3952025

Highlighted filing

2015

Revenue$76,157
Expenses$71,505
Net Income$4,652
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$94,795
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
VARIOUS CIVIC CHARITIES IN O'FALLON INCLUDING KNIGHTS OF COLUMBUS, BOY SCOUTS, GIRL SCOUTS, METHODIST CHURCH CROP WALK, O'FALLON FOOD PANTRY, AND OTHER SIMILAR ACTIVITIES.$16,543$52,482
INTERNATIONAL CIVIC ACTIVITIES THROUGH ROTARY INTERNATIONAL.$6,336$6,336
DONATED TO O'FALLON ORGANIZATION'S FOR COMMUNITY PROJECTS.$1,000$1,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Past Preside-$0--
-President-$0--
-Secretary-$0--
-President-El-$0--
-Treasurer-$0--
-Vice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$25,101$25,101$7,053$18,048
Fruit$13,630$13,630$7,358$6,272
Total Events$45,038$45,038$16,181$28,857
Filing and Contact Details

Filer

Filer Name
ROTARY INTERNATIONAL O'FALLON
EIN
37-6051504
Phone
6186247127
Address
PO BOX 174, OFALLON, IL 62269

Signing Officer

Name
Matt Smallheer
Title
President
Phone
6186247127
Signed
2016-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Diel & Forguson LLC
Address
852 CAMBRIDGE BLVD STE 100, O FALLON, IL 62269-1957
Preparer
Laura K Schmied CPA
Phone
6186327574
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 856 total 856”

Form 990-ez, Part I, Line 16

“Expenses meetings & conferences 20,714 printing & publications 694 bank charges 1,406 dac db fees 349 dues & subscriptions 8,589 office expenses & supplie 80 advertising 372 insurance 60 memberships 100 rotary wheels expense 12,284 non-investment depreciation 1,875 total 46,523”

Form 990-ez, Part II, Line 24

“Equipment 71,971 71,971 less accumulated depreciation 41,581 43,456 total 30,390 28,515”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NATHAN PARCHMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02707058483
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 174
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OFALLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0630
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01103
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154150
IRS990EZ/FundraisingGrossIncomeAmt049092
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023879
IRS990EZ/GrossReceiptsAmt094795
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0634
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018740
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CASEY SCHARVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1BRIAN SEVERNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2LEX WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3MATT SMALLHEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4DALE RUPRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5LEX WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030390
IRS990EZ/OtherAssetsTotalDetail/EOYAmt028515
IRS990EZ/OtherExpensesTotalAmt046523
IRS990EZ/OtherRevenueTotalAmt0856
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramServiceRevenueAmt024843
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED TO O'FALLON ORGANIZATION'S FOR COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VARIOUS CIVIC CHARITIES IN O'FALLON INCLUDING KNIGHTS OF COLUMBUS, BOY SCOUTS, GIRL SCOUTS, METHODIST CHURCH CROP WALK, O'FALLON FOOD PANTRY, AND OTHER SIMILAR ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL CIVIC ACTIVITIES THROUGH ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116543
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26336
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt152482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt018638
IRS990EZ/SpecialEventsNetIncomeLossAmt030454
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071505
IRS990EZ/TotalProgramServiceExpensesAmt059818
IRS990EZ/TotalRevenueAmt076157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://OFALLONROTARY.ORG/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016181
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FRUIT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045038
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028857
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01770
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016181
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 856 TOTAL 856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETINGS & CONFERENCES 20,714 PRINTING & PUBLICATIONS 694 BANK CHARGES 1,406 DAC DB FEES 349 DUES & SUBSCRIPTIONS 8,589 OFFICE EXPENSES & SUPPLIE 80 ADVERTISING 372 INSURANCE 60 MEMBERSHIPS 100 ROTARY WHEELS EXPENSE 12,284 NON-INVESTMENT DEPRECIATION 1,875 TOTAL 46,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 71,971 71,971 LESS ACCUMULATED DEPRECIATION 41,581 43,456 TOTAL 30,390 28,515
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT SMALLHEER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06186247127
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL O'FALLON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0376051504
ReturnHeader/Filer/PhoneNum06186247127
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 174
ReturnHeader/Filer/USAddress/CityNm0OFALLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062269
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371372801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIEL & FORGUSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0852 CAMBRIDGE BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0O FALLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0622691957
ReturnHeader/PreparerPersonGrp/PhoneNum06186327574
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K SCHMIED CPA
ReturnHeader/ReturnTs02016-02-05T13:17:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,150
Liabilities
$0
Net assets
$154,150
Revenue
$76,157
Expenses
$71,505
Net income
$4,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.61$0.61$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.62$0.59$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.67$0.72$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.53$1.83$1.29
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$0.62$0.38$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.73$0.72$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.75$0.80$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.88$1.05$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.79$0.63$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.80$0.72$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.76$0.72$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.80$0.70$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.69$0.63$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.33$1.11$0.75$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$0.76$0.77$0.01