Civic Intelligence

South Bend Rotary Charitable Foundation Inc.

990 • Fiscal year 2022 • EIN 54-1372455

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 19, 2022

Organization ProfileWWW.SOUTHBENDROTARY.ORG
205 W Western Ave Ste 108South Bend, IN 46601

(574) 233-1516

Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.33x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-19%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

83%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$990,150

Down $233,762 (-19%) from 2021

Net Assets

Down

$944,394

Down $236,912 (-20%) from 2021

Liabilities

Up

$45,756

Up $3,150 (+7.4%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin64th percentile

Revenue

Up

$138,736

Up $63,025 (+83%) from 2021

Expenses

Up

$118,439

Up $63,479 (+116%) from 2021

Net Income

Down

$20,297

Down $454 (-2.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$990,150
Liabilities$45,756
Net Assets$944,394
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$138,736
Expenses$118,439
Net Income$20,297
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 19, 2022
Return Version
2021v4.0
Gross Receipts
$178,009
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$1,018,843$808,529▼ $210,314
Cash and Non-Interest-Bearing Accounts$35,864$42,790▲ $6,926
Pledges and Grants Receivable$8,000$6,000▼ $2,000
Total Assets$1,223,912$990,150▼ $233,762
Other Assets Total$161,205$132,831▼ $28,374
Liabilities
Grants Payable$42,250$45,000▲ $2,750
Accounts Payable and Accrued Expenses$356$756▲ $400
Total Liabilities$42,606$45,756▲ $3,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,173,306$938,394▼ $234,912
Net Assets With Donor Restrictions$8,000$6,000▼ $2,000
Total Net Assets Fund Balance$1,181,306$944,394▼ $236,912
Total Liabilities and Net Assets / Fund Balance$1,223,912$990,150▼ $233,762

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$132,831--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$161,205-▼ $21,631$6,743$132,831
2020$121,870-▲ $39,335-$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
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Becky FletcherPresident
Matt SchrockPresident-el
Amber PulfordDirector
Andrea HalpinDirector
Dan VukmirovichDirector
Leo PriemerDirector
Leonardo SanchezDirector
Marvin CurtisDirector
Michelle KuehnDirector
Olivia CritchlowDirector
Scott JohnsonDirector
Shawn ToddDirector
Simon SpringerDirector
Steve KielmanDirector
Larry DavisPast Preside
William ColemanSecretary
Robert L Shreiner CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,970
Program Service Revenue
$0
Investment Income
$67,766
Other Revenue
$0
All Other Contributions
$70,970
Change in Net Assets
$20,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,353
Other Expenses$44,086
Total Fundraising Expense$18,545
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,520--$49,520
Grants to Domestic Individuals$24,833--$24,833
Fees for Services Management-$15,600-$15,600
Fees for Service Investment Mgmnt Fees-$6,263-$6,263
Insurance-$1,489-$1,489
Fees for Services Accounting-$1,000-$1,000
Office Expenses-$597-$597
Other Expenses-$50$18,545$50
Total Functional Expenses$74,353$25,541$18,545$118,439
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of St Joseph ValSouth Bend, IN501c3Holocaust Education$15,000
Potawatomi Zoological Society IncSouth Bend, IN501c3Facilities Expansion$15,000
Venues Parks & Arts FoundationSouth Bend, IN501c3Morris Arts Center$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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

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 september 2022 for review and comment before it was signed and filed 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
205 W WESTERN AVE STE 108, SOUTH BEND, IN 46601

Signing Officer

Name
Robert L Shreiner CPA
Title
Treasurer
Phone
5742331516
Signed
2022-09-19
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

Preparer

Firm
Dwc Cpas LLC
Address
3454 DOUGLAS RD, SOUTH BEND, IN 46635
Preparer
Richard Cullar CPA
Phone
5742339366
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in bene. Assets held by cfsjc -15,392”

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 570 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/BOYAmt0356
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0756
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt070970
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0ROBERT L SHREINER CPA
IRS990/BooksInCareOfDetail/PhoneNum05742888320
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03454 DOUGLAS ROAD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046635
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035864
IRS990/CashNonInterestBearingGrp/EOYAmt042790
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070970
IRS990/CYGrantsAndSimilarPaidAmt074353
IRS990/CYInvestmentIncomeAmt067766
IRS990/CYOtherExpensesAmt044086
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt020297
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0118439
IRS990/CYTotalFundraisingExpenseAmt018545
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0138736
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/DonorRestrictionNetAssetsGrp/BOYAmt08000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06000
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt074353
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015600
IRS990/FeesForServicesManagementGrp/TotalAmt015600
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06263
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06263
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0ANDREA HALPIN
IRS990/Form990PartVIISectionAGrp/PersonNm1AMBER PULFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN VUKMIROVICH
IRS990/Form990PartVIISectionAGrp/PersonNm3LEO PRIEMER
IRS990/Form990PartVIISectionAGrp/PersonNm4LEONARDO SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5MARVIN CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHELLE KUEHN
IRS990/Form990PartVIISectionAGrp/PersonNm7OLIVIA CRITCHLOW
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAWN TODD
IRS990/Form990PartVIISectionAGrp/PersonNm10SIMON SPRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE KIELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12LARRY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm13BECKY FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm14MATT SCHROCK
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT L SHREINER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM COLEMAN
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/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/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/TitleTxt12PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt042448
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt074353
IRS990/GrantsPayableGrp/BOYAmt042250
IRS990/GrantsPayableGrp/EOYAmt045000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024833
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024833
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt049520
IRS990/GrantsToDomesticOrgsGrp/TotalAmt049520
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt081721
IRS990/GrossReceiptsAmt0178009
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01489
IRS990/InsuranceGrp/TotalAmt01489
IRS990/InvestmentIncomeGrp/ExclusionAmt025318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025318
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01018843
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0808529
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039273
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/NetAssetsOrFundBalancesBOYAmt01181306
IRS990/NetAssetsOrFundBalancesEOYAmt0944394
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042448
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042448
IRS990/NetUnrlzdGainsLossesInvstAmt0-241817
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01173306
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0938394
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0597
IRS990/OfficeExpensesGrp/TotalAmt0597
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0161205
IRS990/OtherAssetsTotalGrp/EOYAmt0132831
IRS990/OtherChangesInNetAssetsAmt0-15392
IRS990/OtherExpensesGrp/Desc0GOLF OUTING
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt018545
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/TotalAmt018545
IRS990/OtherExpensesGrp/TotalAmt1542
IRS990/OtherExpensesGrp/TotalAmt250
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BECKY FLETCHER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt033743
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt044460
IRS990/PYInvestmentIncomeAmt041968
IRS990/PYOtherExpensesAmt010500
IRS990/PYRevenuesLessExpensesAmt020751
IRS990/PYTotalExpensesAmt054960
IRS990/PYTotalRevenueAmt075711
IRS990/ReconcilationRevenueExpnssAmt020297
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016808
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt095536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt095536
IRS990ScheduleA/InvestmentIncomeCYPct00.31000
IRS990ScheduleA/InvestmentIncomePYPct00.30000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.61490
IRS990ScheduleA/PublicSupportPY509Pct00.57930
IRS990ScheduleA/PublicSupportTotal509Amt0190903
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt08000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05998
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt023998
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt08000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt05998
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt023998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030993
IRS990ScheduleA/Total509Grp/TotalAmt0214901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310437
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/BeginningYearBalanceAmt0161205
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0132831
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-21631
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06743
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0121870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0161205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039335
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0119347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0121870
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05963
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0119079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0119347
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt05482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0116467
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0119079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05009
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0132831
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS HELD B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0132831
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$990,150
Liabilities
$45,756
Net assets
$944,394
Revenue
$138,736
Expenses
$118,439
Net income
$20,297
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $500k-$1M nonprofits