Civic Intelligence

Rotary International O'Fallon Rotary Club

990EZ • Fiscal year 2018 • EIN 37-6051504

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

16th percentile

-20%

Higher net margin than 16% 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

26th percentile

-9.8%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$159,832

Down $17,324 (-9.8%) from 2017

Net Assets

Down

$159,832

Down $17,324 (-9.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Up

$87,882

Up $9,231 (+12%) from 2017

Expenses

Up

$105,206

Up $42,148 (+67%) from 2017

Net Income

Down

-$17,324

Down $32,917 (-211%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2018

Assets$159,832
Liabilities$0
Net Assets$159,832
Open 2018 Filing

Operations Trend

Revenue Growth72nd 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

2018

Revenue$87,882
Expenses$105,206
Net Income-$17,324
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$109,993
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.-$66,323
INTERNATIONAL CIVIC ACTIVITIES THROUGH ROTARY INTERNATIONAL.$12,440$12,440
DONATED TO O'FALLON ORGANIZATIONS FOR COMMUNITY PROJECTS.$11,696$11,696
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-President El-$0--
-Treasurer-$0--
TANYA HAWKINSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$34,502$34,502$14,871$19,631
Fruit Sales$8,159$8,159$6,360$1,799
Total Events$42,661$42,661$21,231$21,430
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
John Almind
Title
President
Phone
6186247127
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
852 CAMBRIDGE BLVD SUITE 100, OFALLON, IL 62269
Preparer
Jared R Snider CPA
Phone
6186327574
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 280 total 280”

Form 990-ez, Part I, Line 16

“Rotary wheels cost of goods sold 37,344 expenses advertising 757 meetings & conferences 27,104 insurance 60 bank charges 1,333 dac db fees 410 dues & subscriptions 10,008 memberships 207 non-investment depreciation 1,875 total 79,098”

Form 990-ez, Part II, Line 24

“Equipment 71,971 71,971 less accumulated depreciation 47,206 49,081 total 24,765 22,890”

Raw XML Appendix139 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/PersonNm0STEPHEN MEDFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum06184443934
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 174
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OFALLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152391
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01950
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17324
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177156
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0159832
IRS990EZ/FundraisingGrossIncomeAmt045601
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024136
IRS990EZ/GrossReceiptsAmt0109993
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0707
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027579
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177156
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0159832
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177156
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0159832
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0JOHN ALMIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1RICHARD A LUNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2STEPHEN MEDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TANYA HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024765
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022890
IRS990EZ/OtherExpensesTotalAmt079098
IRS990EZ/OtherRevenueTotalAmt0280
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0722
IRS990EZ/ProgramServiceRevenueAmt033876
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED TO O'FALLON ORGANIZATIONS 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/GrantsAndAllocationsAmt011696
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011696
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt166323
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212440
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022111
IRS990EZ/SpecialEventsNetIncomeLossAmt023490
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105206
IRS990EZ/TotalProgramServiceExpensesAmt090459
IRS990EZ/TotalRevenueAmt087882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://OFALLONROTARY.ORG/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021231
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FRUIT SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08159
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08159
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042661
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021430
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021231
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014871
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 280 TOTAL 280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY WHEELS COST OF GOODS SOLD 37,344 EXPENSES ADVERTISING 757 MEETINGS & CONFERENCES 27,104 INSURANCE 60 BANK CHARGES 1,333 DAC DB FEES 410 DUES & SUBSCRIPTIONS 10,008 MEMBERSHIPS 207 NON-INVESTMENT DEPRECIATION 1,875 TOTAL 79,098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 71,971 71,971 LESS ACCUMULATED DEPRECIATION 47,206 49,081 TOTAL 24,765 22,890
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALMIND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06186247127
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId031B790AA375F2D2E18DF29AB54BFF46998C28841
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:05:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBER ECK & BRAECKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0852 CAMBRIDGE BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OFALLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062269
ReturnHeader/PreparerPersonGrp/PhoneNum06186327574
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED R SNIDER CPA
ReturnHeader/ReturnTs02019-05-15T15:05:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,832
Liabilities
$0
Net assets
$159,832
Revenue
$87,882
Expenses
$105,206
Net income
-$17,324
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
Peer Organizations

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