Civic Intelligence

Rotary International Rotary Club of O'Fallon Sunrise

990EZ • Fiscal year 2015 • EIN 46-0509861

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

705 Victoria LaneOfallon, IL 62269

(618) 628-0643

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.11x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

7th percentile

-47%

Higher net margin than 7% 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

11th percentile

-29%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$27,133

Down $11,345 (-29%) from 2014

Net Assets

Down

$23,683

Down $14,735 (-38%) from 2014

Liabilities

Up

$3,450

Up $3,390 (+5650%) from 2014

Revenue

Down

$31,403

Down $17,428 (-36%) from 2014

Expenses

Up

$46,138

Up $8,275 (+22%) from 2014

Net Income

Down

-$14,735

Down $25,703 (-234%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$27,133
Liabilities$3,450
Net Assets$23,683

Operations Trend

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

2015

Revenue$31,403
Expenses$46,138
Net Income-$14,735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$40,685
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
VOCATIONAL AND CLUB; PROJECTS OF BENEFIT TO VOCATIONAL EFFORTS AND CLUB SERVICE-$23,108
COMMUNITY SERVICE; PROJECTS OF BENEFIT TO THE LOCAL COMMUNITY-$9,120
INTERNATIONAL SERVICE; PROGRAMS IN SUPPORT OF INTERNATIONAL PROJECTS-$6,980
YOUTH; PROJECTS OF BENEFIT TO OUR COMMUNITY'S AND WORLDWIDE YOUTH-$6,930
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH MCKAYPresident-$0--
MARY JO NOWOBILISKIPresident El-$0--
KIM SABELLAVice Preside-$0--
LINDA COWDENSecretary-$0--
CATHERINE TAYLOR-YANKExecutive Se-$0--
PATRICK RYANTreasurer-$0--
CARL LURKPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Program$6,670$6,670$55$6,615
Lobsterpalooza$5,336$5,336-$5,336
Total Events$17,186$17,186$6,899$10,287
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
46-0509861
Address
705 VICTORIA LANE, OFALLON, IL 62269

Signing Officer

Name
Joseph Mckay
Title
President
Signed
2015-11-16

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
4111 N ILLINOIS ST STE B, BELLEVILLE, IL 62226
Preparer
Jesse N Hamby CPA
Phone
6182336630
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Anniversary dinner meal cost 1,054 expenses rotary international dues 3,583 rotary district 6510 dues 2,162 chamber of commerce dues 100 general & administrative 45 credit card fees 16 office expense 149 membership 892 vocational 1,307 club service 1,846 community service 9,120 youth 6,930 international service 6,980 meeting expense 10,954 meeting room set-up 1,000 total 46,138

Form 990-ez, Part II, Line 26

International service committee 0 1,700 funds held for bearcat rotaract 0 1,000 dollars for scholars 60 750

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 Appendix143 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH MCKAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
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IRS990EZ/ProgramServiceRevenueAmt0822
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VOCATIONAL AND CLUB; PROJECTS OF BENEFIT TO VOCATIONAL EFFORTS AND CLUB SERVICE
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLAG PROGRAM
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02768
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNIVERSARY DINNER MEAL COST 1,054 EXPENSES ROTARY INTERNATIONAL DUES 3,583 ROTARY DISTRICT 6510 DUES 2,162 CHAMBER OF COMMERCE DUES 100 GENERAL & ADMINISTRATIVE 45 CREDIT CARD FEES 16 OFFICE EXPENSE 149 MEMBERSHIP 892 VOCATIONAL 1,307 CLUB SERVICE 1,846 COMMUNITY SERVICE 9,120 YOUTH 6,930 INTERNATIONAL SERVICE 6,980 MEETING EXPENSE 10,954 MEETING ROOM SET-UP 1,000 TOTAL 46,138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL SERVICE COMMITTEE 0 1,700 FUNDS HELD FOR BEARCAT ROTARACT 0 1,000 DOLLARS FOR SCHOLARS 60 750
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MCKAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0460509861
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 VICTORIA LANE
ReturnHeader/Filer/USAddress/CityNm0OFALLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062269
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBER ECK & BRAECKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04111 N ILLINOIS ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062226
ReturnHeader/PreparerPersonGrp/PhoneNum06182336630
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSE N HAMBY CPA
ReturnHeader/ReturnTs02015-11-16T13:21:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings