Civic Intelligence

Ardmore Rotary Foundation

990EZ • Fiscal year 2014 • EIN 02-0635456

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

PO Box 5Ardmore, PA 19003

(610) 356-2590

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-8.1%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$45,107

Up $12,544 (+39%) from 2013

Net Assets

Up

$45,107

Up $12,544 (+39%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$59,577

Down $5,239 (-8.1%) from 2013

Expenses

Down

$47,033

Down $14,966 (-24%) from 2013

Net Income

Up

$12,544

Up $9,727 (+345%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $26,290Net Assets 2010: $26,2902010Assets 2011: $49,108Net Assets 2011: $49,1082011Assets 2012: $29,745Net Assets 2012: $29,7452012Assets 2013: $32,563Liabilities 2013: $0Net Assets 2013: $32,5632013Assets 2014: $45,107Liabilities 2014: $0Net Assets 2014: $45,1072014Assets 2015: $50,373Liabilities 2015: $0Net Assets 2015: $50,3732015Assets 2016: $43,353Liabilities 2016: $0Net Assets 2016: $43,3532016Assets 2017: $37,841Liabilities 2017: $0Net Assets 2017: $37,8412017Assets 2018: $34,697Liabilities 2018: $0Net Assets 2018: $34,6972018Assets 2019: $33,815Liabilities 2019: $0Net Assets 2019: $33,8152019Assets 2020: $19,793Liabilities 2020: $0Net Assets 2020: $19,7932020Assets 2021: $28,449Liabilities 2021: $25Net Assets 2021: $28,4242021Assets 2022: $12,307Liabilities 2022: $25Net Assets 2022: $12,2822022Assets 2023: $26,171Liabilities 2023: $0Net Assets 2023: $26,1712023Assets 2024: $5,166Net Assets 2024: $5,1662024

Highlighted filing

2014

Assets$45,107
Liabilities$0
Net Assets$45,107

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $48,645Expenses 2010: $94,890Net Income 2010: -$46,2452010Revenue 2011: $85,730Expenses 2011: $62,912Net Income 2011: $22,8182011Revenue 2012: $25,987Expenses 2012: $45,350Net Income 2012: -$19,3632012Revenue 2013: $64,816Expenses 2013: $61,999Net Income 2013: $2,8172013Revenue 2014: $59,577Expenses 2014: $47,033Net Income 2014: $12,5442014Revenue 2015: $48,973Expenses 2015: $43,707Net Income 2015: $5,2662015Revenue 2016: $63,698Expenses 2016: $70,718Net Income 2016: -$7,0202016Revenue 2017: $52,297Expenses 2017: $57,809Net Income 2017: -$5,5122017Revenue 2018: $66,910Expenses 2018: $70,054Net Income 2018: -$3,1442018Revenue 2019: $77,710Expenses 2019: $78,592Net Income 2019: -$8822019Revenue 2020: $57,527Expenses 2020: $71,549Net Income 2020: -$14,0222020Revenue 2021: $37,331Expenses 2021: $28,700Net Income 2021: $8,6312021Revenue 2022: $33,244Expenses 2022: $49,386Net Income 2022: -$16,1422022Revenue 2023: $44,336Expenses 2023: $33,422Net Income 2023: $10,9142023Revenue 2024: $37,235Expenses 2024: $58,240Net Income 2024: -$21,0052024

Highlighted filing

2014

Revenue$59,577
Expenses$47,033
Net Income$12,544
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$59,577
Mission and Program Overview

Mission

The primary exempt function of the ardmore rotary foundation is to promote social welfare both locally and worldwide by (1) organizing and supporting volunteer service by members of the community, especially members of the ardmore rotary club and (2)raising funds from the local community and donating the funds to irc 501(c)(3)organizations which provide social services to needy individuals and communities.

Program Services

DescriptionGrantsExpenses
CONDUCT ANNUAL FUND RAISING EVENTS WHICH ARE STAFFED BY VOLUNTEERS FROM THE ARDMORE ROTARY CLUB. PROCEEDS ARE DONATED TO IRC 501(C)(3) ORGANIZATIONS INCLUDING MERION FIRE COMPANY, ROTARY INTERNATIONAL FOUNDATION, SHELTER BOX USA, AND VARIOUS OTHER ORGANIZATIONS.$32,898$32,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK DEL PIZZOTreasurer-$0--
CHRIS HOYTSecretary-$0--
DAVID M DILLONDirector-$0--
ROBERT BURNHAMDirector-$0--
MARC JAFFEDirector-$0--
JIM HALLDirector-$0--
Filing and Contact Details

Filer

EIN
02-0635456
Phone
6103562590

Signing Officer

Name
Jack Del Pizzo
Title
Treasurer
Phone
6103562590
Signed
2015-05-15
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Merion fire company 01/23/2014 merion fire company 35 greenfield avenue 8,000 0 35 greenfield avenue 0 ardmore, pa 19003 rotary international foundation 06/02/2014 rotary international foundation 1560 sherman avenue 9,150 0 1560 sherman avenue 0 evanston, il 60201

Form 990-ez, Part I, Line 16

Expenses int'l sizzle costs 2,003 a cappella costs 1,800 murder mystery costs 3,953 pancake day costs 2,156 5 k run costs 1,253 auction costs 130 conferences and workshops 1,040 total 12,335

Form 990-ez, Part II, Line 24

Accounts receivable 0 100 total 0 100

Form 990-ez, Part III

The primary exempt function of the ardmore rotary foundation is to promote social welfare both locally and worldwide by (1) organizing and supporting volunteer service by members of the community, especially members of the ardmore rotary club and (2)raising funds from the local community and donating the funds to irc 501(c)(3)organizations which provide social services to needy individuals and communities.

Form 990-ez, Part III, Line 28

Conduct annual fund raising events which are staffed by volunteers from the ardmore rotary club. Proceeds are donated to irc 501(c)(3) organizations including merion fire company, rotary international foundation, shelter box usa, and various other organizations.

Raw XML Appendix146 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/PersonNm0JACK DEL PIZZO
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHRIS HOYT
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID M DILLON
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT BURNHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARC JAFFE
CompensationExplanation/CompensationExplanationGrp/PersonNm5JIM HALL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JACK DEL PIZZO
IRS990EZ/BooksInCareOfDetail/PhoneNum06103562590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102098 WEST CHESTER PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/City0BROOMALL
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032563
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK DEL PIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS HOYT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT BURNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARC JAFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100
IRS990EZ/OtherExpensesTotalAmt012335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT FUNCTION OF THE ARDMORE ROTARY FOUNDATION IS TO PROMOTE SOCIAL WELFARE BOTH LOCALLY AND WORLDWIDE BY (1) ORGANIZING AND SUPPORTING VOLUNTEER SERVICE BY MEMBERS OF THE COMMUNITY, ESPECIALLY MEMBERS OF THE ARDMORE ROTARY CLUB AND (2)RAISING FUNDS FROM THE LOCAL COMMUNITY AND DONATING THE FUNDS TO IRC 501(C)(3)ORGANIZATIONS WHICH PROVIDE SOCIAL SERVICES TO NEEDY INDIVIDUALS AND COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCT ANNUAL FUND RAISING EVENTS WHICH ARE STAFFED BY VOLUNTEERS FROM THE ARDMORE ROTARY CLUB. PROCEEDS ARE DONATED TO IRC 501(C)(3) ORGANIZATIONS INCLUDING MERION FIRE COMPANY, ROTARY INTERNATIONAL FOUNDATION, SHELTER BOX USA, AND VARIOUS OTHER ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032898
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032898
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047033
IRS990EZ/TotalProgramServiceExpensesAmt032898
IRS990EZ/TotalRevenueAmt059577
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0294176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0260
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt090883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048385
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0294176
IRS990ScheduleA/TotalSupportAmt0294864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERION FIRE COMPANY 01/23/2014 MERION FIRE COMPANY 35 GREENFIELD AVENUE 8,000 0 35 GREENFIELD AVENUE 0 ARDMORE, PA 19003 ROTARY INTERNATIONAL FOUNDATION 06/02/2014 ROTARY INTERNATIONAL FOUNDATION 1560 SHERMAN AVENUE 9,150 0 1560 SHERMAN AVENUE 0 EVANSTON, IL 60201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INT'L SIZZLE COSTS 2,003 A CAPPELLA COSTS 1,800 MURDER MYSTERY COSTS 3,953 PANCAKE DAY COSTS 2,156 5 K RUN COSTS 1,253 AUCTION COSTS 130 CONFERENCES AND WORKSHOPS 1,040 TOTAL 12,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 100 TOTAL 0 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRIMARY EXEMPT FUNCTION OF THE ARDMORE ROTARY FOUNDATION IS TO PROMOTE SOCIAL WELFARE BOTH LOCALLY AND WORLDWIDE BY (1) ORGANIZING AND SUPPORTING VOLUNTEER SERVICE BY MEMBERS OF THE COMMUNITY, ESPECIALLY MEMBERS OF THE ARDMORE ROTARY CLUB AND (2)RAISING FUNDS FROM THE LOCAL COMMUNITY AND DONATING THE FUNDS TO IRC 501(C)(3)ORGANIZATIONS WHICH PROVIDE SOCIAL SERVICES TO NEEDY INDIVIDUALS AND COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONDUCT ANNUAL FUND RAISING EVENTS WHICH ARE STAFFED BY VOLUNTEERS FROM THE ARDMORE ROTARY CLUB. PROCEEDS ARE DONATED TO IRC 501(C)(3) ORGANIZATIONS INCLUDING MERION FIRE COMPANY, ROTARY INTERNATIONAL FOUNDATION, SHELTER BOX USA, AND VARIOUS OTHER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK DEL PIZZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103562590
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ARDMORE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARDM
ReturnHeader/Filer/EIN0020635456
ReturnHeader/Filer/PhoneNum06103562590
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5
ReturnHeader/Filer/USAddress/City0ARDMORE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019003
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/ReturnTs02015-05-15T08:36:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.17$5.17$37.2$58.2$21.0
2023Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$44.3$33.4$10.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.03$12.3$33.2$49.4$16.1
2021Detailed filing. Detailed filing data is available for this year.$28.4$0.03$28.4$37.3$28.7$8.63
2020Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$57.5$71.5$14.0
2019Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$77.7$78.6$0.88
2018Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$66.9$70.1$3.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$0.00$37.8$52.3$57.8$5.51
2016Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$63.7$70.7$7.02
2015Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$49.0$43.7$5.27
2014Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$59.6$47.0$12.5
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$32.6$0.00$32.6$64.8$62.0$2.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$29.7$26.0$45.4$19.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.1$49.1$85.7$62.9$22.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$26.3$48.6$94.9$46.2