Civic Intelligence

The Charitable Foundation of Rotary

EIN 38-4030030 • 501(c)3 • Brookfield, IL

Profile

The charitable foundation of rotary 6450, inc. Has been established to accept donations to fund charitable and educational activiities developed and sponsored by rotary district 6450 and its members rotary clubs in good standing.

9517 Ogden AvenueBrookfield, IL 60513

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.48x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

43rd percentile

-7.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$72,530

Down $5,698 (-7.3%) from 2023

Liabilities

Down

$35,000

Down $5,605 (-14%) from 2023

Net Assets

Down

$37,530

Down $93 (-0.2%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $37 (-100%) from 2023

Expenses

Up

$175

Up $128 (+272%) from 2023

Net Income

Down

-$175

Down $165 (-1650%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $139,463Liabilities 2019: $123,561Net Assets 2019: $15,9022019Assets 2020: $140,165Liabilities 2020: $93,155Net Assets 2020: $47,0102020Assets 2021: $72,615Liabilities 2021: $35,000Net Assets 2021: $37,6152021Assets 2022: $216,864Liabilities 2022: $179,231Net Assets 2022: $37,6332022Assets 2023: $78,228Liabilities 2023: $40,605Net Assets 2023: $37,6232023Assets 2024: $72,530Liabilities 2024: $35,000Net Assets 2024: $37,5302024

Highlighted filing

2024

Assets$72,530
Liabilities$35,000
Net Assets$37,530
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2019: $69,809Expenses 2019: $70,140Net Income 2019: -$3312019Revenue 2020: $69,378Expenses 2020: $38,270Net Income 2020: $31,1082020Revenue 2021: $8,335Expenses 2021: $7,591Net Income 2021: $7442021Revenue 2022: $133Expenses 2022: $115Net Income 2022: $182022Revenue 2023: $37Expenses 2023: $47Net Income 2023: -$102023Revenue 2024: $0Expenses 2024: $175Net Income 2024: -$1752024

Highlighted filing

2024

Revenue$0
Expenses$175
Net Income-$175
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$72,530
Liabilities
$35,000
Net assets
$37,530
Revenue
$0
Expenses
$175
Net income
-$175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.35$0.38$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.41$0.38$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.17$1.79$0.38$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.35$0.38$0.08$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.93$0.47$0.69$0.38$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.39$1.24$0.16$0.70$0.70$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Mission and Program Overview

Mission

The charitable foundation of rotary 6450, inc. Has been established to accept donations to fund charitable and educational activiities developed and sponsored by rotary district 6450 and its members rotary clubs in good standing.

Program Services

DescriptionGrantsExpenses
ROTARY CLUBS PARTICIPATION--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON BROIDATrustee-$0--
BONNIE SANCHEZ-CARLSONChairmanPT$0--
MICHAEL A THEODORETreasurer-$0--
DEBORAH A MASCITTITrustee-$0--
CHRIS REILLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Foundation of Rotary
EIN
38-4030030
Phone
7083871122
Address
9517 OGDEN AVENUE, BROOKFIELD, IL 60513

Signing Officer

Name
Bonnie Sanchez-carlson
Title
Chairman
Signed
2025-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Gorman & Associates
Address
9517 Ogden Avenue, Brookfield, IL 60513
Preparer
Dennis DGorman CPA
Phone
7083871122
Supplemental Narrative

Additional Explanations

Other Expenses.1

“BANK FEES $175”

Total Liabilities.1002

“Grants Payable - Beginning $5605 Grants Payable - Ending $0”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $35000 Secured Mortgages and Notes Payable - Ending $35000”

Raw XML Appendix148 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/PersonNm0LINDA YATES
IRS990EZ/BooksInCareOfDetail/PhoneNum07084043068
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03615 FALKNER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060564
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072530
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-175
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt072530
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037530
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON BROIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE SANCHEZ-CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL A THEODORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH A MASCITTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt082
IRS990EZ/OtherExpensesTotalAmt0175
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CHARITABLE FOUNDATION OF ROTARY 6450, INC. HAS BEEN ESTABLISHED TO ACCEPT DONATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVIITIES DEVELOPED AND SPONSORED BY ROTARY DISTRICT 6450 AND ITS MEMBERS ROTARY CLUBS IN GOOD STANDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUBS PARTICIPATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040605
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0175
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362852461
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DIST 6450 INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants Payable - Beginning $5605 Grants Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Secured Mortgages and Notes Payable - Beginning $35000 Secured Mortgages and Notes Payable - Ending $35000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1007
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE SANCHEZ-CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE FOUNDATION OF ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt06450 INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0384030030
ReturnHeader/Filer/PhoneNum07083871122
ReturnHeader/Filer/USAddress/AddressLine1Txt09517 OGDEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060513
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363853226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gorman & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09517 Ogden Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060513
ReturnHeader/PreparerPersonGrp/PhoneNum07083871122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis DGorman CPA
ReturnHeader/ReturnTs02025-01-30T09:55:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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