Civic Intelligence

Rotary Club of Rocky Point

990EZ • Fiscal year 2017 • EIN 11-2944008

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 01, 2017

Organization ProfileN/A
PO Box 5323Rocky Point, NY 11778

(631) 929-6300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-8.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$44,516

Down $3,909 (-8.1%) from 2016

Net Assets

Down

$44,516

Down $3,909 (-8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$74,496

Down $16,165 (-18%) from 2016

Expenses

Up

$78,404

Up $6,419 (+8.9%) from 2016

Net Income

Down

-$3,908

Down $22,584 (-121%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2012: $29,550Liabilities 2012: $02012Assets 2013: $25,899Liabilities 2013: $02013Assets 2014: $18,805Liabilities 2014: $02014Assets 2015: $29,749Liabilities 2015: $02015Assets 2016: $48,425Liabilities 2016: $0Net Assets 2016: $48,4252016Assets 2017: $44,516Liabilities 2017: $0Net Assets 2017: $44,5162017Assets 2018: $31,815Liabilities 2018: $0Net Assets 2018: $31,8152018Assets 2019: $52,079Liabilities 2019: $0Net Assets 2019: $52,0792019Assets 2020: $47,443Liabilities 2020: $0Net Assets 2020: $47,4432020Assets 2021: $48,949Liabilities 2021: $0Net Assets 2021: $48,9492021Assets 2022: $2,490Liabilities 2022: $0Net Assets 2022: $2,4902022Assets 2023: $3,757Liabilities 2023: $0Net Assets 2023: $3,7572023Assets 2024: $13,447Net Assets 2024: $13,4472024

Highlighted filing

2017

Assets$44,516
Liabilities$0
Net Assets$44,516
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2012: $55,593Expenses 2012: $54,365Net Income 2012: $1,2282012Revenue 2013: $53,723Expenses 2013: $57,374Net Income 2013: -$3,6512013Revenue 2014: $50,339Expenses 2014: $57,433Net Income 2014: -$7,0942014Revenue 2015: $55,261Expenses 2015: $44,317Net Income 2015: $10,9442015Revenue 2016: $90,661Expenses 2016: $71,985Net Income 2016: $18,6762016Revenue 2017: $74,496Expenses 2017: $78,404Net Income 2017: -$3,9082017Revenue 2018: $53,646Expenses 2018: $44,781Net Income 2018: $8,8652018Revenue 2019: $72,093Expenses 2019: $51,829Net Income 2019: $20,2642019Revenue 2020: $56,150Expenses 2020: $60,786Net Income 2020: -$4,6362020Revenue 2021: $54,239Expenses 2021: $42,438Net Income 2021: $11,8012021Revenue 2022: $7,621Expenses 2022: $54,081Net Income 2022: -$46,4602022Revenue 2023: $14,188Expenses 2023: $12,920Net Income 2023: $1,2682023Revenue 2024: $15,973Expenses 2024: $11,874Net Income 2024: $4,0992024

Highlighted filing

2017

Revenue$74,496
Expenses$78,404
Net Income-$3,908
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 1, 2017
Return Version
2016v3.0
Gross Receipts
$74,496
Mission and Program Overview

Mission

To serve the community and advance goodwill and peace through a fellowship of local business, organizations and citizens

Program Services

DescriptionGrantsExpenses
ROTARY YOUTH LEADERSHIP/ROTARY ORGANIZATIONS-$78,404
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER FASANOTreasurerPT$0--
ADAM HELLERPresidentPT$0--
DEIDRE DUBATOSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
11-2944008
Phone
6319296300
Address
PO BOX 5323, ROCKY POINT, NY 11778

Signing Officer

Name
Jennifer Fasano
Title
Treasurer
Phone
6319296300
Signed
2017-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Mcguire & Company Cpas Llp
Address
701 ROUTE 25A, ROCKY POINT, NY 11778
Preparer
Peter D Mcguire
Phone
6317443152
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences & meetings 15,813 calendars 4,173 outside services 722 donations 41,914 dues 3,437 installation dinner 1,676 scholarships 3,000 total 70,735”

Form 990-ez, Part III

“To serve the community and advance goodwill and peace through a fellowship of local business, organizations and citizens”

Raw XML Appendix97 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/PersonNm0JENNIFER FASANO
IRS990EZ/BooksInCareOfDetail/PhoneNum06319296300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKY POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011778
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044516
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt074482
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3908
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044516
IRS990EZ/GrossReceiptsAmt074496
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044516
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER FASANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEIDRE DUBATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070735
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE THE COMMUNITY AND ADVANCE GOODWILL AND PEACE THROUGH A FELLOWSHIP OF LOCAL BUSINESS, ORGANIZATIONS AND CITIZENS
IRS990EZ/PrintingPublicationsPostageAmt07669
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY YOUTH LEADERSHIP/ROTARY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078404
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078404
IRS990EZ/TotalProgramServiceExpensesAmt078404
IRS990EZ/TotalRevenueAmt074496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES & MEETINGS 15,813 CALENDARS 4,173 OUTSIDE SERVICES 722 DONATIONS 41,914 DUES 3,437 INSTALLATION DINNER 1,676 SCHOLARSHIPS 3,000 TOTAL 70,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SERVE THE COMMUNITY AND ADVANCE GOODWILL AND PEACE THROUGH A FELLOWSHIP OF LOCAL BUSINESS, ORGANIZATIONS AND CITIZENS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER FASANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06319296300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROCKY POINT ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0112944008
ReturnHeader/Filer/PhoneNum06319296300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5323
ReturnHeader/Filer/USAddress/CityNm0ROCKY POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011778
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A9A21AFD789B79858766224B3A2CF16434A49151
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A9A21AFD789B79858766224B3A2CF16434A49151
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113295997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGUIRE & COMPANY CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 ROUTE 25A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKY POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011778
ReturnHeader/PreparerPersonGrp/PhoneNum06317443152
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER D MCGUIRE
ReturnHeader/ReturnTs02017-12-06T12:47:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,516
Liabilities
$0
Net assets
$44,516
Revenue
$74,496
Expenses
$78,404
Net income
-$3,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$13.4$16.0$11.9$4.10
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$14.2$12.9$1.27
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$7.62$54.1$46.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.9$0.00$48.9$54.2$42.4$11.8
2020Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$56.2$60.8$4.64
2019Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$72.1$51.8$20.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$53.6$44.8$8.87
2017Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$74.5$78.4$3.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.4$0.00$48.4$90.7$72.0$18.7
2015Summary only. Only limited summary data is available for this year.$29.7$0.00$55.3$44.3$10.9
2014Summary only. Only limited summary data is available for this year.$18.8$0.00$50.3$57.4$7.09
2013Summary only. Only limited summary data is available for this year.$25.9$0.00$53.7$57.4$3.65
2012Summary only. Only limited summary data is available for this year.$29.6$0.00$55.6$54.4$1.23