Civic Intelligence

Rotary International Rotary Club of O'Fallon Sunrise

990EZ • Fiscal year 2014 • EIN 46-0509861

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileWWW.OFALLONSUNRISEROTARY.ORG
705 Victoria Lane62269

(618) 628-0643

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$38,478

Up $5,181 (+16%) from 2013

Net Assets

Up

$38,418

Up $10,968 (+40%) from 2013

Liabilities

Down

$60

Down $5,787 (-99%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$48,831

Up $9,730 (+25%) from 2013

Expenses

Up

$37,863

Up $2,689 (+7.6%) from 2013

Net Income

Up

$10,968

Up $7,041 (+179%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2013: $33,297Liabilities 2013: $5,847Net Assets 2013: $27,4502013Assets 2014: $38,478Liabilities 2014: $60Net Assets 2014: $38,4182014Assets 2015: $27,133Liabilities 2015: $3,450Net Assets 2015: $23,6832015Assets 2016: $24,963Liabilities 2016: $3,388Net Assets 2016: $21,5752016Assets 2017: $32,841Liabilities 2017: $4,200Net Assets 2017: $28,6412017Assets 2018: $36,200Liabilities 2018: $7,667Net Assets 2018: $28,5332018Assets 2019: $37,730Liabilities 2019: $7,830Net Assets 2019: $29,9002019Assets 2023: $51,395Liabilities 2023: $8,704Net Assets 2023: $42,6912023

Highlighted filing

2014

Assets$38,478
Liabilities$60
Net Assets$38,418
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $39,101Expenses 2013: $35,174Net Income 2013: $3,9272013Revenue 2014: $48,831Expenses 2014: $37,863Net Income 2014: $10,9682014Revenue 2015: $31,403Expenses 2015: $46,138Net Income 2015: -$14,7352015Revenue 2016: $34,206Expenses 2016: $36,314Net Income 2016: -$2,1082016Revenue 2017: $47,172Expenses 2017: $40,105Net Income 2017: $7,0672017Revenue 2018: $42,362Expenses 2018: $42,469Net Income 2018: -$1072018Revenue 2019: $40,749Expenses 2019: $39,382Net Income 2019: $1,3672019Revenue 2023: $44,867Expenses 2023: $52,790Net Income 2023: -$7,9232023

Highlighted filing

2014

Revenue$48,831
Expenses$37,863
Net Income$10,968
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$64,594
Mission and Program Overview

Mission

To bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE; PROJECTS OF BENEFIT TO THE LOCAL COMMUNITY-$7,419
INTERNATIONAL SERVICE; PROGRAMS IN SUPPORT OF INTERNATIONAL PROJECTS-$4,612
VOCATIONAL AND CLUB; PROJECTS OF BENEFIT TO VOCATIONAL EFFORTS AND CLUB SERVICE-$2,657
YOUTH; PROJECTS OF BENEFIT TO OUR COMMUNITY'S AND WORLDWIDE YOUTH-$2,653
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL LURKPresidentPT$0--
JOSEPH MCKAYPresident-ElPT$0--
LINDA COWDENSecretaryPT$0--
CATHERINE TAYLOR-YANKExecutive SePT$0--
PATRICK RYANTreasurerPT$0--
MARY JO NOWOBILISKIVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,422$14,422$45$14,377
Event 2$7,460$7,460-$7,460
Total Events$43,161$43,161$15,285$27,876
Filing and Contact Details

Filer

EIN
46-0509861

Signing Officer

Name
Carl Lurk
Title
President
Signed
2014-11-07

Preparer

Preparer
Jesse N Hamby
Phone
6182336630
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Anniversary dinner meal cost 1,569 expenses rotary international dues 4,243 rotary district 6510 dues 2,033 chamber of commerce dues 100 general & administrative 250 office expense 32 club communications 104 membership 1,171 vocational 933 club service 2,657 community service 7,419 youth 2,653 international service 4,612 meeting expense 10,087 total 37,863”

Form 990-ez, Part II, Line 26

“International service committee 2,500 0 dollars for scholars 560 60 malawi trip 1,096 0 due to foundation 1,200 0 due to polio plus 491 0”

Form 990-ez, Part III

“To bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.”

Form 990-ez, Part III, Line 31

“Vocational and club; projects of benefit to vocational efforts and club service”

Raw XML Appendix146 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CARL LURK
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOSEPH MCKAY
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDA COWDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3CATHERINE TAYLORYANK
CompensationExplanation/CompensationExplanationGrp/PersonNm4PATRICK RYAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARY JO NOWOBILISKI
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAT RYAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06186280643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10523 HIGHLAND ESTATES DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0OFALLON
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode062269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038478
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01332
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010968
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033297
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038478
IRS990EZ/FundraisingGrossIncomeAmt046235
IRS990EZ/GrossReceiptsAmt064594
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt074
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015628
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027450
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027450
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL LURK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH MCKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA COWDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE TAYLOR-YANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY JO NOWOBILISKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037863
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING TOGETHER BUSINESS AND PROFESSIONAL LEADERS IN ORDER TO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt01325
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE; PROJECTS OF BENEFIT TO THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH; PROJECTS OF BENEFIT TO OUR COMMUNITY'S AND WORLDWIDE YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE; PROGRAMS IN SUPPORT OF INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VOCATIONAL AND CLUB; PROJECTS OF BENEFIT TO VOCATIONAL EFFORTS AND CLUB SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07419
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12653
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24612
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32657
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015763
IRS990EZ/SpecialEventsNetIncomeLossAmt030472
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05847
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037863
IRS990EZ/TotalProgramServiceExpensesAmt017341
IRS990EZ/TotalRevenueAmt048831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OFALLONSUNRISEROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015285
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04376
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt06217
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043161
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CORVETTE RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CITRUS SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt045
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNIVERSARY DINNER MEAL COST 1,569 EXPENSES ROTARY INTERNATIONAL DUES 4,243 ROTARY DISTRICT 6510 DUES 2,033 CHAMBER OF COMMERCE DUES 100 GENERAL & ADMINISTRATIVE 250 OFFICE EXPENSE 32 CLUB COMMUNICATIONS 104 MEMBERSHIP 1,171 VOCATIONAL 933 CLUB SERVICE 2,657 COMMUNITY SERVICE 7,419 YOUTH 2,653 INTERNATIONAL SERVICE 4,612 MEETING EXPENSE 10,087 TOTAL 37,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL SERVICE COMMITTEE 2,500 0 DOLLARS FOR SCHOLARS 560 60 MALAWI TRIP 1,096 0 DUE TO FOUNDATION 1,200 0 DUE TO POLIO PLUS 491 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO BRING TOGETHER BUSINESS AND PROFESSIONAL LEADERS IN ORDER TO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VOCATIONAL AND CLUB; PROJECTS OF BENEFIT TO VOCATIONAL EFFORTS AND CLUB SERVICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL LURK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0460509861
ReturnHeader/Filer/USAddress/AddressLine10705 VICTORIA LANE
ReturnHeader/Filer/USAddress/City0OFALLON
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062269
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KERBER ECK & BRAECKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104111 N ILLINOIS ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode062226
ReturnHeader/PreparerPersonGrp/PhoneNum06182336630
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSE N HAMBY
ReturnHeader/ReturnTs02014-11-10T10:54:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,478
Liabilities
$60
Net assets
$38,418
Revenue
$48,831
Expenses
$37,863
Net income
$10,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$51.4$8.70$42.7$44.9$52.8$7.92
2019Detailed filing. Detailed filing data is available for this year.$37.7$7.83$29.9$40.7$39.4$1.37
2018Detailed filing. Detailed filing data is available for this year.$36.2$7.67$28.5$42.4$42.5$0.11
2017Detailed filing. Detailed filing data is available for this year.$32.8$4.20$28.6$47.2$40.1$7.07
2016Detailed filing. Detailed filing data is available for this year.$25.0$3.39$21.6$34.2$36.3$2.11
2015Detailed filing. Detailed filing data is available for this year.$27.1$3.45$23.7$31.4$46.1$14.7
2014Detailed filing. Detailed filing data is available for this year.$38.5$0.06$38.4$48.8$37.9$11.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$5.85$27.5$39.1$35.2$3.93