Civic Intelligence

South Bend Rotary Charitable Foundation Inc

EIN 54-1372455 • 501(c)3 • South Bend, IN

Profile

To make charitable gifts to

PO Box 11314South Bend, IN 46634

www.southbendrotary.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.76x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

33rd percentile

-2.4%

Higher net margin than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,328,931

Up $106,408 (+8.7%) from 2024

Liabilities

Up

$88,925

Up $22,747 (+34%) from 2024

Net Assets

Up

$1,240,006

Up $83,661 (+7.2%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin33rd percentile

Revenue

Up

$116,583

Up $49,628 (+74%) from 2024

Expenses

Up

$119,348

Up $20,310 (+21%) from 2024

Net Income

Up

-$2,765

Up $29,318 (+91%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $346,078Liabilities 2011: $437Net Assets 2011: $345,6412011Assets 2012: $335,256Liabilities 2012: $264Net Assets 2012: $334,9922012Assets 2013: $368,328Liabilities 2013: $542Net Assets 2013: $367,7862013Assets 2014: $558,516Liabilities 2014: $27,030Net Assets 2014: $531,4862014Assets 2015: $665,124Liabilities 2015: $27,054Net Assets 2015: $638,0702015Assets 2016: $663,156Liabilities 2016: $24,136Net Assets 2016: $639,0202016Assets 2017: $812,099Liabilities 2017: $20,939Net Assets 2017: $791,1602017Assets 2018: $860,090Liabilities 2018: $39,018Net Assets 2018: $821,0722018Assets 2019: $903,131Liabilities 2019: $45,272Net Assets 2019: $857,8592019Assets 2020: $941,162Liabilities 2020: $45,356Net Assets 2020: $895,8062020Assets 2021: $1,223,912Liabilities 2021: $42,606Net Assets 2021: $1,181,3062021Assets 2022: $990,150Liabilities 2022: $45,756Net Assets 2022: $944,3942022Assets 2023: $1,105,964Liabilities 2023: $51,178Net Assets 2023: $1,054,7862023Assets 2024: $1,222,523Liabilities 2024: $66,178Net Assets 2024: $1,156,3452024Assets 2025: $1,328,931Liabilities 2025: $88,925Net Assets 2025: $1,240,0062025

Highlighted filing

2025

Assets$1,328,931
Liabilities$88,925
Net Assets$1,240,006
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $36,6132011Expenses 2012: $35,1152012Revenue 2013: $44,142Expenses 2013: $35,453Net Income 2013: $8,6892013Revenue 2014: $251,709Expenses 2014: $58,216Net Income 2014: $193,4932014Revenue 2015: $155,567Expenses 2015: $33,539Net Income 2015: $122,0282015Revenue 2016: $55,098Expenses 2016: $30,363Net Income 2016: $24,7352016Revenue 2017: $143,450Expenses 2017: $40,070Net Income 2017: $103,3802017Revenue 2018: $61,251Expenses 2018: $55,893Net Income 2018: $5,3582018Revenue 2019: $89,275Expenses 2019: $47,320Net Income 2019: $41,9552019Revenue 2020: $67,264Expenses 2020: $28,739Net Income 2020: $38,5252020Revenue 2021: $75,711Expenses 2021: $54,960Net Income 2021: $20,7512021Revenue 2022: $138,736Expenses 2022: $118,439Net Income 2022: $20,2972022Revenue 2023: $99,173Expenses 2023: $79,144Net Income 2023: $20,0292023Revenue 2024: $66,955Expenses 2024: $99,038Net Income 2024: -$32,0832024Revenue 2025: $116,583Expenses 2025: $119,348Net Income 2025: -$2,7652025

Highlighted filing

2025

Revenue$116,583
Expenses$119,348
Net Income-$2,765
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,328,931
Liabilities
$88,925
Net assets
$1,240,006
Revenue
$116,583
Expenses
$119,348
Net income
-$2,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.09$1.24$0.12$0.12$0.00
2024Summary only. Only limited summary data is available for this year.$1.22$0.07$1.16$0.07$0.10$0.03
2023Summary only. Only limited summary data is available for this year.$1.11$0.05$1.05$0.10$0.08$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.05$0.94$0.14$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.04$1.18$0.08$0.05$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.05$0.90$0.07$0.03$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.05$0.86$0.09$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.04$0.82$0.06$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.02$0.79$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.06$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.67$0.03$0.64$0.16$0.03$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.25$0.06$0.19
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.04$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.33$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$167,539
Mission and Program Overview

Mission

To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,003,570$1,084,597▲ $81,027
Cash and Non-Interest-Bearing Accounts$30,061$67,219▲ $37,158
Savings and Temporary Cash Investments$40,000$31,121▼ $8,879
Total Assets$1,222,523$1,328,931▲ $106,408
Other Assets Total$148,892$145,994▼ $2,898
Liabilities
Grants Payable$65,000$72,500▲ $7,500
Other Liabilities-$15,000-
Accounts Payable and Accrued Expenses$1,178$1,425▲ $247
Total Liabilities$66,178$88,925▲ $22,747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,156,345$1,240,006▲ $83,661
Total Net Assets Fund Balance$1,156,345$1,240,006▲ $83,661
Total Liabilities and Net Assets / Fund Balance$1,222,523$1,328,931▲ $106,408

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$145,994--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$148,892-▲ $4,116$7,014$145,994
2023$135,742-▲ $13,150-$148,892
2022$132,831$50▲ $9,838$6,977$135,742
2021$161,205-▼ $21,631$6,743$132,831
2020$121,870-▲ $39,335-$161,205
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Amber BehrensPresident
Tina PattonPresident-el
Carsten SchmidtDirector
Dan AslesonDirector
Dan VukmirovichDirector
Doug ElderDirector
Hugh JohnsonDirector
Joel MoodyDirector
Kj MapesDirector
Leonardo SanchezDirector
Mark McdonnellDirector
Michael PoundDirector
Paul SzromDirector
Steve KielmanSecretary
John FarrellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,863
Program Service Revenue
$0
Investment Income
$53,607
Other Revenue
$8,113
All Other Contributions
$42,863
Change in Net Assets
$-2,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,204
Other Expenses$13,144
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$63,104--$63,104
Grants to Domestic Orgs$43,100--$43,100
Fees for Service Investment Mgmnt Fees-$6,917-$6,917
Office Expenses-$3,698-$3,698
Fees for Services Accounting-$1,400-$1,400
Fees for Services Management-$727-$727
Other Expenses-$402-$402
Total Functional Expenses$106,204$13,144$0$119,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Angels in the AtticMishawaka, IN501c3-$15,000
Real ServicesSouth Bend, IN501c3-$15,000
Bethany Music Village IncSouth Bend, IN501c3-$6,000
Mobility Ministries IncWheatfield, IN501c3-$5,900
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,221
Fundraising Direct Expenses$14,108
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$34,221$22,221$923$21,298
Total Events$34,221$22,221$14,108$8,113
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Line 15a. This question is answered "no" because the organization is primarily member-managed and does not have a ceo or equivalent. No compensation is paid to any board officers. Line 15b. This question is answered "no" because the organization is primarily member-managed and does not have a ceo or equivalent. No compensation is paid to any board officers.”

Form 990, Page 6, Part VI, Line 6

“The organization has only one class of members - all duly appointed members of the rotary club of south bend. Members are not entitled to any distribution of earnings or net assets.”

Form 990, Page 6, Part VI, Line 7A

“Members of the board of directors are the same as the board of directors of the rotary club of south bend. Those directors are nominated and elected by the members of the rotary club of south bend.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the complete form 990 was provided to all members of the board of directors in december 2025 for review and comment before it was signed by the treasurer.”

Form 990, Page 6, Part VI, Line 12C

“Board members and staff must annually complete a conflict of interest disclosure form, disclosing any such conflicts to the board. Individuals with a conflict of interest must refrain from participating in any dealings involving the conflict.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest statement, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
South Bend Rotary Charitable
EIN
54-1372455
Phone
5742331516
Address
PO BOX 11314, SOUTH BEND, IN 46634

Signing Officer

Name
John Farrell
Title
Treasurer
Phone
5742331516
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amber Behrens
Formed
1986
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
75

Preparer

Firm
Dwc Cpas LLC
Address
3454 DOUGLAS RD, SOUTH BEND, IN 46635
Preparer
Bradley J Fetherolf CPA
Phone
5742339366
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in bene. Assets held by cfsjc 4,116”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Income from the beneficial interest in assets held by community foundation of st. Joseph county, inc. Is intended to help increase the funds available for scholarships and other charitable grants.”

Raw XML AppendixShowing 400 of 548 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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IRS990/ActivityOrMissionDesc0TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."
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