Civic Intelligence

Rotary District 6460 Foundation

990EZ • Fiscal year 2024 • EIN 45-4905063

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 26, 2024

800 Wythe RoadSpringfield, IL 62702

(217) 303-9896

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

68th percentile

15%

Higher net margin than 68% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

53rd percentile

5.3%

Faster revenue growth than 53% of similar nonprofits.

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

Assets

Up

$113,289

Up $13,035 (+13%) from 2023

Net Assets

Up

$113,289

Up $13,035 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$87,107

Up $4,392 (+5.3%) from 2023

Expenses

Up

$74,072

Up $25,596 (+53%) from 2023

Net Income

Down

$13,035

Down $21,204 (-62%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $100,254Liabilities 2023: $0Net Assets 2023: $100,2542023Assets 2024: $113,289Liabilities 2024: $0Net Assets 2024: $113,2892024Assets 2025: $130,108Liabilities 2025: $0Net Assets 2025: $130,1082025

Highlighted filing

2024

Assets$113,289
Liabilities$0
Net Assets$113,289

Operations Trend

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

$100K$50K$0Revenue 2023: $82,715Expenses 2023: $48,476Net Income 2023: $34,2392023Revenue 2024: $87,107Expenses 2024: $74,072Net Income 2024: $13,0352024Revenue 2025: $54,068Expenses 2025: $37,249Net Income 2025: $16,8192025

Highlighted filing

2024

Revenue$87,107
Expenses$74,072
Net Income$13,035
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$194,006
Mission and Program Overview

Mission

To assist Rotary Clubs in District 6460 to afford allowable tax benefits to Rotarians and donors as they contribute towards charitable projects.

Program Services

DescriptionGrantsExpenses
Zambia Agricultural Project$47,122$47,122
Literacy Program$20,750$20,750
Jamaican School for the Blind and Chillicothe Popcorn Project$3,700$3,700
International Project$2,500$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori PalmerDirector-$0--
Jack FreiburgDirector-$0--
Mark RobertsDirector-$0--
Stephen HoppperChairman-$0--
William SmithTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Baseball Tickets/Literacy Program$82,438-$106,899-
Total Events$82,438-$106,899$-106,899
Filing and Contact Details

Filer

Filer Name
Rotary District 6460 Foundation
EIN
45-4905063
Phone
2173039896
Address
800 Wythe Road, Springfield, IL 62702

Signing Officer

Name
William Smith
Title
Treasurer
Phone
2173039896
Signed
2024-11-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: . Amount: 1,764.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Literacy Program. Amount Given: 20,750.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Zambia Agricultural Project. Amount Given: 47,122.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Jamacian School for the Blind. Amount Given: 2,700.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: International Projects. Amount Given: 2,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Chillicothe Popcorn Project. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 74,072.

Raw XML Appendix184 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/PhoneNum02173039896
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Springfield
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jack Freiburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephen Hoppper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To assist Rotary Clubs in District 6460 to afford allowable tax benefits to Rotarians and donors as they contribute towards charitable projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Literacy Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Zambia Agricultural Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Jamaican School for the Blind and Chillicothe Popcorn Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd1X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd2X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt147122
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt33700
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33700
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0106899
IRS990EZ/SpecialEventsNetIncomeLossAmt0-106899
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt074072
IRS990EZ/TotalProgramServiceExpensesAmt074072
IRS990EZ/TotalRevenueAmt087107
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarydistrict6460.org/foundation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0192242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt090605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0375799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01764
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01764
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93800
IRS990ScheduleA/PublicSupportPY170Pct00.96550
IRS990ScheduleA/PublicSupportTotal170Amt0354152
IRS990ScheduleA/SubstantialContributorsTotAmt021647
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192242
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0375799
IRS990ScheduleA/TotalSupportAmt0377563
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt082438
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt082438
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0106899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Baseball Tickets/Literacy Program
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082438
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-106899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0106899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0106899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: . Amount: 1,764.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Literacy Program. Amount Given: 20,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: . Grantee Name: Zambia Agricultural Project. Amount Given: 47,122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: . Grantee Name: Jamacian School for the Blind. Amount Given: 2,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: . Grantee Name: International Projects. Amount Given: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: . Grantee Name: Chillicothe Popcorn Project. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 74,072.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02173039896
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 6460 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0454905063
ReturnHeader/Filer/PhoneNum02173039896
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Wythe Road
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371335003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ECK SCHAFER & PUNKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 S Seventh Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062701
ReturnHeader/PreparerPersonGrp/PhoneNum02175251111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent Leach
ReturnHeader/ReturnTs02024-11-26T16:35:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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