Civic Intelligence

Rockford East Cherry Valley Rotary Foundation Nfp

EIN 82-0704808 • 501(c)3 • Rockford, IL

Pub. 78 Eligible990-N Coverage

Profile

Support various local non-for profit oranizations.

6838 E State St Suite 2Rockford, IL 61108

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,309

Up $9,388 (+59%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$25,309

Up $9,388 (+59%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$15,745

Up $1,971 (+14%) from 2019

Expenses

Down

$6,357

Down $3,103 (-33%) from 2019

Net Income

Up

$9,388

Up $5,074 (+118%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$30K$20K$10K$0Assets 2017: $4,017Net Assets 2017: $4,0172017Assets 2018: $11,607Net Assets 2018: $11,6072018Assets 2019: $15,921Net Assets 2019: $15,9212019Assets 2020: $25,309Net Assets 2020: $25,3092020

Highlighted filing

2020

Assets$25,309
Liabilities-
Net Assets$25,309
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

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

$30K$20K$10K$0Revenue 2017: $25,505Expenses 2017: $21,488Net Income 2017: $4,0172017Revenue 2018: $26,759Expenses 2018: $19,169Net Income 2018: $7,5902018Revenue 2019: $13,774Expenses 2019: $9,460Net Income 2019: $4,3142019Revenue 2020: $15,745Expenses 2020: $6,357Net Income 2020: $9,3882020

Highlighted filing

2020

Revenue$15,745
Expenses$6,357
Net Income$9,388
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,309
Liabilities
-
Net assets
$25,309
Revenue
$15,745
Expenses
$6,357
Net income
$9,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$25.3$25.3$15.7$6.36$9.39
2019Detailed filing. Detailed filing data is available for this year.$15.9$15.9$13.8$9.46$4.31
2018Detailed filing. Detailed filing data is available for this year.$11.6$11.6$26.8$19.2$7.59
2017Detailed filing. Detailed filing data is available for this year.$4.02$4.02$25.5$21.5$4.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.0
Gross Receipts
$15,745
Mission and Program Overview

Mission

Support various local non-for profit oranizations.

Program Services

DescriptionGrantsExpenses
SUPPORT FOR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS.$6,300$6,300
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK HARKNESSPresidentPT$0--
PAT FONGTreasurerPT$0--
TRACY EASTMANVP/SecretaryPT$0--
ROBERT EICHMANNDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rockford Eastcherry Valley Rotary
EIN
82-0704808
Phone
8153125500
Address
6838 E STATE ST SUITE 2, ROCKFORD, IL 61108

Signing Officer

Name
Pat Fong
Title
Treasurer
Phone
8153160222
Signed
2021-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Lindstrom Sorenson & Associates Llp
Address
3815 N MULFORD RD, ROCKFORD, IL 61114
Preparer
Stephen M Lindstrom CPA
Phone
8152821288
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses filing fees 57 total 57”

Raw XML Appendix133 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARK HARKNESS
CompensationExplanation/CompensationExplanationGrp/PersonNm1PAT FONG
CompensationExplanation/CompensationExplanationGrp/PersonNm2TRACY EASTMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT EICHMANN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0PAT FONG
IRS990EZ/BooksInCareOfDetail/PhoneNum08153125500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06838 E STATE ST SUITE 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015921
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025309
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09388
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015921
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025309
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06300
IRS990EZ/GrossReceiptsAmt015745
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015921
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025309
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015921
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025309
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK HARKNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT FONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY EASTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT EICHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT VARIOUS LOCAL NON-FOR PROFIT ORANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt015745
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06357
IRS990EZ/TotalProgramServiceExpensesAmt06300
IRS990EZ/TotalRevenueAmt015745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt081783
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt081783
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025505
IRS990ScheduleA/Total509Grp/TotalAmt081783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025505
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 57 TOTAL 57
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT FONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08153160222
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKFORD EASTCHERRY VALLEY ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0820704808
ReturnHeader/Filer/PhoneNum08153125500
ReturnHeader/Filer/USAddress/AddressLine1Txt06838 E STATE ST SUITE 2
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362788327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSTROM SORENSON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 N MULFORD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061114
ReturnHeader/PreparerPersonGrp/PhoneNum08152821288
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M LINDSTROM CPA
ReturnHeader/ReturnTs02021-05-05T08:46:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FONG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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