Civic Intelligence

Greece Rotary Foundation Inc.

990EZ • Fiscal year 2024 • EIN 02-0653965

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization ProfileN/A
PO Box 16106Rochester, NY 14626

(585) 720-9449

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

19%

Higher net margin than 65% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

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.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

8.3%

Faster asset growth than 58% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$193,929

Up $14,890 (+8.3%) from 2023

Net Assets

Up

$192,142

Up $13,333 (+7.5%) from 2023

Liabilities

Up

$1,787

Up $1,557 (+677%) from 2023

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin65th percentile

Revenue

Up

$60,845

Up $13,575 (+29%) from 2023

Expenses

Up

$49,167

Up $16,105 (+49%) from 2023

Net Income

Down

$11,678

Down $2,530 (-18%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2011: $94,812Liabilities 2011: $1,063Net Assets 2011: $93,7492011Assets 2012: $84,098Liabilities 2012: $3,545Net Assets 2012: $80,5532012Assets 2013: $121,794Liabilities 2013: $4,439Net Assets 2013: $117,3552013Assets 2014: $116,279Liabilities 2014: $2,642Net Assets 2014: $113,6372014Assets 2015: $128,766Liabilities 2015: $294Net Assets 2015: $128,4722015Assets 2016: $141,176Liabilities 2016: $2,655Net Assets 2016: $138,5212016Assets 2017: $152,320Liabilities 2017: $881Net Assets 2017: $151,4392017Assets 2018: $159,154Liabilities 2018: $9Net Assets 2018: $159,1452018Assets 2019: $166,256Liabilities 2019: $2,000Net Assets 2019: $164,2562019Assets 2020: $168,432Liabilities 2020: $3,794Net Assets 2020: $164,6382020Assets 2021: $182,900Liabilities 2021: $110Net Assets 2021: $182,7902021Assets 2022: $166,373Liabilities 2022: $110Net Assets 2022: $166,2632022Assets 2023: $179,039Liabilities 2023: $230Net Assets 2023: $178,8092023Assets 2024: $193,929Liabilities 2024: $1,787Net Assets 2024: $192,1422024Assets 2025: $213,020Liabilities 2025: $243Net Assets 2025: $212,7772025

Highlighted filing

2024

Assets$193,929
Liabilities$1,787
Net Assets$192,142
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $56,645Expenses 2011: $73,890Net Income 2011: -$17,2452011Revenue 2012: $58,543Expenses 2012: $70,867Net Income 2012: -$12,3242012Revenue 2013: $76,461Expenses 2013: $43,134Net Income 2013: $33,3272013Revenue 2014: $47,997Expenses 2014: $55,999Net Income 2014: -$8,0022014Revenue 2015: $63,286Expenses 2015: $46,369Net Income 2015: $16,9172015Revenue 2016: $68,402Expenses 2016: $58,273Net Income 2016: $10,1292016Revenue 2017: $59,915Expenses 2017: $49,851Net Income 2017: $10,0642017Revenue 2018: $68,373Expenses 2018: $61,156Net Income 2018: $7,2172018Revenue 2019: $64,560Expenses 2019: $56,710Net Income 2019: $7,8502019Revenue 2020: $36,642Expenses 2020: $33,491Net Income 2020: $3,1512020Revenue 2021: $27,505Expenses 2021: $18,605Net Income 2021: $8,9002021Revenue 2022: $28,682Expenses 2022: $32,955Net Income 2022: -$4,2732022Revenue 2023: $47,270Expenses 2023: $33,062Net Income 2023: $14,2082023Revenue 2024: $60,845Expenses 2024: $49,167Net Income 2024: $11,6782024Revenue 2025: $58,673Expenses 2025: $39,345Net Income 2025: $19,3282025

Highlighted filing

2024

Revenue$60,845
Expenses$49,167
Net Income$11,678
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$92,552
Mission and Program Overview

Mission

Services to disabled children

Program Services

DescriptionGrantsExpenses
The organizations purpose is to raise funds in support of its charitablepurposes; service to the needy, disadvantaged, physically and mentallyhandicapped and financially impoverished.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerianne PuskasPast President-$0--
John BansbachPresidentPT$0--
Ray GangarossaPresident Elect-$0--
Jim GaudetTreasurer-$0--
Chuck GannonSecretary/VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$37,645$37,645$17,643$20,002
All Other Misc$24,560$24,560$10,420$14,140
Total Events$76,447$76,447$31,707$44,740
Filing and Contact Details

Filer

Filer Name
Greece Rotary Foundation Inc
EIN
02-0653965
Address
PO Box 16106, Rochester, NY 14626

Signing Officer

Name
James Gaudet
Title
Treasurer
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Delbert J Smith CPA PC
Address
1200 Jefferson Road Suite 300, Rochester, NY 14623
Preparer
Delbert J Smith CPA
Phone
5857209449
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various | Cash Amount Given: $44669”

Other Expenses.1

“Bank Fees $1579”

Other Expenses.2

“Storage $1560”

Other Expenses.3

“Miscellaneous $263”

Other Expenses.4

“Supplies $13”

Other Assets.1005

“Accounts Receivable - Beginning $2597 Accounts Receivable - Ending $0”

Total Liabilities.1

“Credit Card Payable - Beginning $230 Credit Card Payable - Ending $0”

Raw XML Appendix195 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Bansbach
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chuck Gannon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary/VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02597
IRS990EZ/OtherChangesInNetAssetsAmt01655
IRS990EZ/OtherExpensesTotalAmt03415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Services to disabled children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organizations purpose is to raise funds in support of its charitablepurposes; service to the needy, disadvantaged, physically and mentallyhandicapped and financially impoverished.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031707
IRS990EZ/SpecialEventsNetIncomeLossAmt044740
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0230
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01787
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049167
IRS990EZ/TotalRevenueAmt060845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036501
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06663
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180094
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06663
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019446
IRS990ScheduleA/InvestmentIncomeCYPct00.08240
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91760
IRS990ScheduleA/PublicSupportTotal509Amt0216595
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0216595
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056945
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236041
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031707
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0All Other Misc
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014242
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014242
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03644
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various | Cash Amount Given: $44669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees $1579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Storage $1560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $2597 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit Card Payable - Beginning $230 Credit Card Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Gaudet
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greece Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0020653965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 16106
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542104609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delbert J Smith CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Jefferson Road Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014623
ReturnHeader/PreparerPersonGrp/PhoneNum05857209449
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Delbert J Smith CPA
ReturnHeader/ReturnTs02024-11-11T12:02:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,929
Liabilities
$1,787
Net assets
$192,142
Revenue
$60,845
Expenses
$49,167
Net income
$11,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.59$0.39$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$0.61$0.49$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.47$0.33$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.29$0.33$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.65$0.37$0.33$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.65$0.57$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.68$0.61$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$0.60$0.50$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.03$1.39$0.68$0.58$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.63$0.46$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.14$0.48$0.56$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.04$1.17$0.76$0.43$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.04$0.81$0.59$0.71$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.01$0.94$0.57$0.74$0.17