Civic Intelligence

South Bend Rotary Charitable Foundation Inc.

990 • Fiscal year 2021 • EIN 54-1372455

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 09, 2021

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

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.56x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

13%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,223,912

Up $282,750 (+30%) from 2020

Net Assets

Up

$1,181,306

Up $285,500 (+32%) from 2020

Liabilities

Down

$42,606

Down $2,750 (-6.1%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin71st percentile

Revenue

Up

$75,711

Up $8,447 (+13%) from 2020

Expenses

Up

$54,960

Up $26,221 (+91%) from 2020

Net Income

Down

$20,751

Down $17,774 (-46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$1,223,912
Liabilities$42,606
Net Assets$1,181,306
Open 2021 Filing

Operations Trend

Revenue Growth50th 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

2021

Revenue$75,711
Expenses$54,960
Net Income$20,751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 9, 2021
Return Version
2020v4.1
Gross Receipts
$135,715
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$737,160$1,018,843▲ $281,683
Cash and Non-Interest-Bearing Accounts$70,582$35,864▼ $34,718
Pledges and Grants Receivable$11,550$8,000▼ $3,550
Total Assets$941,162$1,223,912▲ $282,750
Other Assets Total$121,870$161,205▲ $39,335
Liabilities
Grants Payable$45,000$42,250▼ $2,750
Accounts Payable and Accrued Expenses$356$356→ $0
Total Liabilities$45,356$42,606▼ $2,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$879,256$1,173,306▲ $294,050
Net Assets With Donor Restrictions$16,550$8,000▼ $8,550
Total Net Assets Fund Balance$895,806$1,181,306▲ $285,500
Total Liabilities and Net Assets / Fund Balance$941,162$1,223,912▲ $282,750

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$161,205--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$121,870-▲ $39,335$0$161,205
2019$119,347-▲ $8,486$5,963$121,870
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Michelle KuehnPast President
Becky FletcherPresident
Matt SchrockPresident-Elect
Amber PulfordDirector
Andrea HalpinDirector
Dan VukmirovichDirector
Larry DavisDirector
Leo PriemerDirector
Leonard SanchezDirector
Marvin CurtisDirector
Olivia CritchlowDirector
Scott JohnsonDirector
Shawn ToddDirector
Simon SpringerDirector
Steve KielmanDirector
William ColemanSecretary
Robert Shreiner CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,743
Program Service Revenue
$0
Investment Income
$41,968
Other Revenue
$0
All Other Contributions
$26,918
Change in Net Assets
$20,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,460
Other Expenses$10,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,960--$26,960
Grants to Domestic Orgs$17,500--$17,500
Fees for Service Investment Mgmnt Fees$0$5,699$0$5,699
Information Technology$0$3,600$0$3,600
Fees for Services Accounting$0$1,000$0$1,000
Other Expenses$0$201$0$201
Total Functional Expenses$44,460$10,500$0$54,960
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for Humanity of St Joseph CountySouth Bend, IN501(c)(3)To further Habitat's purpose to provide housing$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$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 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
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
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Fletcher
Formed
1986
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
150

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 October 2021 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 $39,335 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.”

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IRS990/MissionDesc0To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0Bank fees
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0201
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0201
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Becky Fletcher
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt036145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt023051
IRS990/PYInvestmentIncomeAmt029715
IRS990/PYOtherExpensesAmt05688
IRS990/PYOtherRevenueAmt01404
IRS990/PYRevenuesLessExpensesAmt038525
IRS990/PYTotalExpensesAmt028739
IRS990/PYTotalRevenueAmt067264
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt020751
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Part III Line 1: Line 1, columns (a) and (f) and line 7(a) (and f) all exclude a $43,304 bequest received in 2016 as an "unusual grant."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other Addl Info
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039630
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071162
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02016
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014421
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017054
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094257
IRS990ScheduleA/InvestmentIncomeCYPct00.29770
IRS990ScheduleA/InvestmentIncomePYPct00.31340
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0183398
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt07639
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt010602
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04288
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt038920
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010663
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt07639
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt010602
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt05728
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt04288
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt038920
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078387
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0121870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08486
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0119079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt05009
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt089822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019339
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0116467

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,223,912
Liabilities
$42,606
Net assets
$1,181,306
Revenue
$75,711
Expenses
$54,960
Net income
$20,751
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
2021Detailed filing. Detailed filing data is available for this year.$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