Civic Intelligence

South Bend Rotary Charitable Foundation Inc.

990 • Fiscal year 2019 • EIN 54-1372455

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

Organization Profilewww.southbendrotary.org
108 W Colfax AvenueSouth Bend, IN 46601

(574) 233-1516

Siviq Scores

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

Liabilities / Assets

56th percentile

0.05x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.51x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$903,131

Up $43,041 (+5.0%) from 2018

Net Assets

Up

$857,859

Up $36,787 (+4.5%) from 2018

Liabilities

Up

$45,272

Up $6,254 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin90th percentile

Revenue

Up

$89,275

Up $28,024 (+46%) from 2018

Expenses

Down

$47,320

Down $8,573 (-15%) from 2018

Net Income

Up

$41,955

Up $36,597 (+683%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2019

Assets$903,131
Liabilities$45,272
Net Assets$857,859
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$89,275
Expenses$47,320
Net Income$41,955
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$143,732
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$663,633$696,122▲ $32,489
Cash and Non-Interest-Bearing Accounts$54,758$70,492▲ $15,734
Pledges and Grants Receivable$22,620$17,170▼ $5,450
Total Assets$860,090$903,131▲ $43,041
Other Assets Total$119,079$119,347▲ $268
Liabilities
Grants Payable$38,250$44,750▲ $6,500
Accounts Payable and Accrued Expenses$768$522▼ $246
Total Liabilities$39,018$45,272▲ $6,254
Net Assets / Fund Balance
Unrestricted Net Assets$796,987$840,389▲ $43,402
Temporarily Rstr Net Assets$24,085$17,470▼ $6,615
Total Net Assets Fund Balance$821,072$857,859▲ $36,787
Total Liabilities and Net Assets / Fund Balance$860,090$903,131▲ $43,041

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$119,347--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$119,079-▲ $5,750$5,482$119,347
2017$116,467-▲ $7,621$5,009$119,079
2016$89,822$19,339▲ $10,669$3,363$116,467
2015$93,769$258▼ $4,205$0$89,822
2014$10,196$85,276▼ $650$1,053$93,769
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Heather GoralskiPresident
Andrea HalpinDirector
Becky FletcherDirector
Chris TaelmanDirector
Debie CobleDirector
Jacqueline RicoDirector
Jeff BreilerDirector
Jim CunninghamDirector
John PinterDirector
Kyle BossungDirector
Larry DavisDirector
Leo PriemerDirector
Leonard SanchezDirector
Lisa ShafferDirector
Scott JohnsonDirector
Sherry CummingsDirector
William ColemanSecretary
Robert Shreiner CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,630
Program Service Revenue
$0
Investment Income
$47,629
Other Revenue
$2,016
All Other Contributions
$31,922
Change in Net Assets
$41,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,801
Other Expenses$6,519
Total Fundraising Expense$1,220
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,801--$30,801
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees$0$4,222$0$4,222
Fees for Services Accounting$0$975$0$975
Office Expenses$0$52$0$52
Other Expenses$0$50$0$50
Total Functional Expenses$40,801$5,299$1,220$47,320
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dismas House of IndianaSouth Bend, IN501(c)(3)Electric wiring repair$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$2,016
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Filing and Contact Details

Filer

Filer Name
South Bend Rotary Charitable Foundation Inc
EIN
54-1372455
Phone
5742331516
Address
108 W Colfax Avenue, South Bend, IN 46601

Signing Officer

Name
Robert L Shreiner CPA
Title
Treasurer
Phone
5742331516
Signed
2019-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Goralski
Formed
1986
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
125

Preparer

Firm
CULLAR & ASSOCIATES PC CPA'S
Address
218 W WASHINGTON ST SUITE 300, SOUTH BEND, IN 46601
Preparer
Richard J Cullar CPA
Phone
5742888320
Supplemental Narrative

Additional Explanations

Pt 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.”

Pt 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.”

Pt VI, Line 11B

“A draft of the complete Form 990 was provided to all members of the Board of Directors in December 2019 for review and comment before it was signed and filed by the Treasurer.”

Pt 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.”

Pt 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.”

Pt VI, Line 15B

“This question is answered "no" because the Organization is primarily member-managed and does not have a CFO or equivalent. No compensation is paid to any Board officers.”

Pt VI, Line 19

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

Pt XI

“Line 9 for $268 is the change in value of the beneficial interest in assets held by Community Foundation of St. Joseph County, Inc.”

Financial Statement Notes

Pt 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 610 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0768
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0522
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."
IRS990/AllOtherContributionsAmt031922
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0Mary L Matthews
IRS990/BooksInCareOfDetail/PhoneNum05742331516
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 W Colfax Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0South Bend
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046601
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt054758
IRS990/CashNonInterestBearingGrp/EOYAmt070492
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt07708
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039630
IRS990/CYGrantsAndSimilarPaidAmt040801
IRS990/CYInvestmentIncomeAmt047629
IRS990/CYOtherExpensesAmt06519
IRS990/CYOtherRevenueAmt02016
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt041955
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt047320
IRS990/CYTotalFundraisingExpenseAmt01220
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt089275
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Community service activities: provide Thanksgiving food baskets for needy families; provide scholarships for local students; sponsor local youth for leadership conferences; and other charitable activities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt040801
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0975
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt0975
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04222
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04222
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0Kyle Bossung
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeff Breiler
IRS990/Form990PartVIISectionAGrp/PersonNm2Debie Coble
IRS990/Form990PartVIISectionAGrp/PersonNm3Sherry Cummings
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Cunningham
IRS990/Form990PartVIISectionAGrp/PersonNm5Larry Davis
IRS990/Form990PartVIISectionAGrp/PersonNm6Becky Fletcher
IRS990/Form990PartVIISectionAGrp/PersonNm7Jacqueline Rico
IRS990/Form990PartVIISectionAGrp/PersonNm8Chris Taelman
IRS990/Form990PartVIISectionAGrp/PersonNm9John Pinter
IRS990/Form990PartVIISectionAGrp/PersonNm10Scott Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrea Halpin
IRS990/Form990PartVIISectionAGrp/PersonNm12Leo Priemer
IRS990/Form990PartVIISectionAGrp/PersonNm13Leonard Sanchez
IRS990/Form990PartVIISectionAGrp/PersonNm14Lisa Shaffer
IRS990/Form990PartVIISectionAGrp/PersonNm15Heather Goralski
IRS990/Form990PartVIISectionAGrp/PersonNm16William Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm17Robert Shreiner CPA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt07708
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt025307
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt02016
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt040801
IRS990/GrantsPayableGrp/BOYAmt038250
IRS990/GrantsPayableGrp/EOYAmt044750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt030801
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030801
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079764
IRS990/GrossReceiptsAmt0143732
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022322
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022322
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0663633
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0696122
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt054457
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0821072
IRS990/NetAssetsOrFundBalancesEOYAmt0857859
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt025307
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025307
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02016
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02016
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5436
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt052
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0119079
IRS990/OtherAssetsTotalGrp/EOYAmt0119347
IRS990/OtherChangesInNetAssetsAmt0268
IRS990/OtherExpensesGrp/Desc0Fundraising expenses
IRS990/OtherExpensesGrp/Desc1Gaming license
IRS990/OtherExpensesGrp/FundraisingAmt01220
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt01220
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022620
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017170
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Heather Goralski
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027217
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt048459
IRS990/PYInvestmentIncomeAmt030258
IRS990/PYOtherExpensesAmt07434
IRS990/PYOtherRevenueAmt03776
IRS990/PYRevenuesLessExpensesAmt05358
IRS990/PYTotalExpensesAmt055893
IRS990/PYTotalRevenueAmt061251
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt041955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0277295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021769
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021934
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02016
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03776
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08838
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt029095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt050950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021769
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106872
IRS990ScheduleA/InvestmentIncomeCYPct00.24560
IRS990ScheduleA/InvestmentIncomePYPct00.16280
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.75440
IRS990ScheduleA/PublicSupportPY509Pct00.83720
IRS990ScheduleA/PublicSupportTotal509Amt0328245
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0142315
IRS990ScheduleA/Total509Grp/TotalAmt0328245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435117
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0119079
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0119347
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05750
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0116467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0119079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05009
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt089822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019339

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$903,131
Liabilities
$45,272
Net assets
$857,859
Revenue
$89,275
Expenses
$47,320
Net income
$41,955
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
2019Detailed filing. Detailed filing data is available for this year.$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