Civic Intelligence

Ardmore Rotary Foundation

990EZ • Fiscal year 2016 • EIN 02-0635456

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 28, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$43,353

Down $7,020 (-14%) from 2015

Net Assets

Down

$43,353

Down $7,020 (-14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$63,698

Up $14,725 (+30%) from 2015

Expenses

Up

$70,718

Up $27,011 (+62%) from 2015

Net Income

Down

-$7,020

Down $12,286 (-233%) from 2015

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

2016

Assets$43,353
Liabilities$0
Net Assets$43,353

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

2016

Revenue$63,698
Expenses$70,718
Net Income-$7,020
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 28, 2017
Return Version
2015v3.0
Gross Receipts
$63,698
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, NARBERTH AMBULANCE, AND VARIOUS OTHER ORGANIZATIONS - SEE ATTACHED.$51,728$51,728
Compensation and Service Providers

Employees

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

Filer

Filer Name
Ardmore Rotary Foundation
EIN
02-0635456
Phone
6103562590
Address
PO BOX 5, ARDMORE, PA 19003

Signing Officer

Name
Jack Del Pizzo
Title
Treasurer
Phone
6103562590
Signed
2017-04-28

Preparer

Firm
Del Pizzo & Associates Pc
Address
2098 WEST CHESTER PIKE SUITE 101, BROOMALL, PA 19008
Preparer
Jack Del Pizzo CPA
Phone
6103562590
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Merion fire company 05/18/2016 merion fire company 35 greenfield avenue 10,000 0 35 greenfield avenue 0 ardmore, pa 19003

Form 990-ez, Part I, Line 16

Expenses a cappella costs 920 pancake day costs 2,261 5 k run costs 3,984 office supplies 176 holiday auction 9,049 total 16,390

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, narberth ambulance, and various other organizations - see attached.

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JACK DEL PIZZO
IRS990EZ/BooksInCareOfDetail/PhoneNum06103562590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02098 WEST CHESTER PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOMALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050373
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063698
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7020
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043353
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051728
IRS990EZ/GrossReceiptsAmt063698
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK DEL PIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS HOYT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID M DILLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC JAFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL GREENBERG
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/OtherExpensesTotalAmt016390
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, NARBERTH AMBULANCE, AND VARIOUS OTHER ORGANIZATIONS - SEE ATTACHED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051728
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051728
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070718
IRS990EZ/TotalProgramServiceExpensesAmt051728
IRS990EZ/TotalRevenueAmt063698
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0267567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0178
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0332
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt0267567
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030657
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0267567
IRS990ScheduleA/TotalSupportAmt0267899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERION FIRE COMPANY 05/18/2016 MERION FIRE COMPANY 35 GREENFIELD AVENUE 10,000 0 35 GREENFIELD AVENUE 0 ARDMORE, PA 19003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES A CAPPELLA COSTS 920 PANCAKE DAY COSTS 2,261 5 K RUN COSTS 3,984 OFFICE SUPPLIES 176 HOLIDAY AUCTION 9,049 TOTAL 16,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3CONDUCT 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, NARBERTH AMBULANCE, AND VARIOUS OTHER ORGANIZATIONS - SEE ATTACHED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK DEL PIZZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103562590
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARDMORE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARDM
ReturnHeader/Filer/EIN0020635456
ReturnHeader/Filer/PhoneNum06103562590
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232876586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEL PIZZO & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02098 WEST CHESTER PIKE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOMALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019008
ReturnHeader/PreparerPersonGrp/PhoneNum06103562590
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK DEL PIZZO CPA
ReturnHeader/ReturnTs02017-05-11T13:55:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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