Civic Intelligence

Locust Valley Rotary Club

990EZ • Fiscal year 2013 • EIN 11-6111377

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 25, 2014

Organization ProfileWWW.LVROTARY.ORG
PO Box 293SuiteGlen Cove, NY 11560-0293
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.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

3rd percentile

-65%

Faster asset growth than 3% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,516

Down $8,236 (-65%) from 2012

Net Assets

Down

$4,516

Down $8,236 (-65%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$37,790

Down $19,553 (-34%) from 2012

Expenses

Down

$46,026

Down $7,206 (-14%) from 2012

Net Income

Down

-$8,236

Down $12,347 (-300%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15K$10K$5.0K$0Assets 2011: $8,641Liabilities 2011: $02011Assets 2012: $12,752Liabilities 2012: $0Net Assets 2012: $12,7522012Assets 2013: $4,516Liabilities 2013: $0Net Assets 2013: $4,5162013Assets 2014: $1,771Liabilities 2014: $0Net Assets 2014: $1,7712014Assets 2015: $2,437Liabilities 2015: $0Net Assets 2015: $2,4372015Assets 2016: $3,019Liabilities 2016: $0Net Assets 2016: $3,0192016Assets 2017: $7,080Liabilities 2017: $0Net Assets 2017: $7,0802017Assets 2018: $5,516Liabilities 2018: $0Net Assets 2018: $5,5162018Assets 2019: $2,707Liabilities 2019: $0Net Assets 2019: $2,7072019Assets 2020: $4,842Liabilities 2020: $0Net Assets 2020: $4,8422020Assets 2021: $5,633Liabilities 2021: $0Net Assets 2021: $5,6332021Assets 2022: $2,442Liabilities 2022: $0Net Assets 2022: $2,4422022Assets 2023: $9,004Liabilities 2023: $0Net Assets 2023: $9,0042023Assets 2024: $6,414Net Assets 2024: $6,4142024

Highlighted filing

2013

Assets$4,516
Liabilities$0
Net Assets$4,516
Open 2013 Filing

Operations Trend

Revenue Growth9th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $50,884Expenses 2011: $51,703Net Income 2011: -$8192011Revenue 2012: $57,343Expenses 2012: $53,232Net Income 2012: $4,1112012Revenue 2013: $37,790Expenses 2013: $46,026Net Income 2013: -$8,2362013Revenue 2014: $31,002Expenses 2014: $33,747Net Income 2014: -$2,7452014Revenue 2015: $26,751Expenses 2015: $26,085Net Income 2015: $6662015Revenue 2016: $23,829Expenses 2016: $23,247Net Income 2016: $5822016Revenue 2017: $31,945Expenses 2017: $27,884Net Income 2017: $4,0612017Revenue 2018: $20,238Expenses 2018: $21,802Net Income 2018: -$1,5642018Revenue 2019: $16,075Expenses 2019: $18,884Net Income 2019: -$2,8092019Revenue 2020: $16,025Expenses 2020: $13,890Net Income 2020: $2,1352020Revenue 2021: $8,535Expenses 2021: $7,744Net Income 2021: $7912021Revenue 2022: $3,280Expenses 2022: $6,471Net Income 2022: -$3,1912022Revenue 2023: $12,480Expenses 2023: $5,918Net Income 2023: $6,5622023Revenue 2024: $974Expenses 2024: $3,564Net Income 2024: -$2,5902024

Highlighted filing

2013

Revenue$37,790
Expenses$46,026
Net Income-$8,236
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 25, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

This is a local chapter of the worldwide organization of business and professional leaders that provide humanitarian service in the community, in the workplace and throughout the world. The organization encourages high ethical standards in all vocations and helps build goodwill and peace in the world.

Filing and Contact Details

Filer

EIN
11-6111377
Raw XML Appendix165 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.

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IRS990EZ/DidOrgFileForm1120POLThisYear0false
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IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-8236
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MICHAEL COCO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CLIFFORD PACKINGHAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2PEGGY BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOSEPH RYAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DAVID D'ALLEVA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5FRANCINE GORDON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CAROL HARRINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7SUSAN ACKERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VOCATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5INTERNATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7CLUB SERVICE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal037504
IRS990EZ/PrimaryExemptPurpose0THIS IS A LOCAL CHAPTER OF THE WORLDWIDE ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDE HUMANITARIAN SERVICE IN THE COMMUNITY, IN THE WORKPLACE AND THROUGHOUT THE WORLD. THE ORGANIZATION ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990EZ/PrintingPublicationsPostage02396
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IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2OTHER PROGRAM EXPENSES
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations06126
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses021220
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses1874
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses2961
IRS990EZ/ProgramServiceRevenue028918
IRS990EZ/ProhibitedTaxShelterTrans0false
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IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
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IRS990EZ/TanningServicesProvided0false
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IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LOCUST VALLEY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0115600293
IRS990EZ/TheBooksAreInCareOf/NamePerson0WILLIAM S JACOBS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05166240200
IRS990EZ/TotalAssets/BOY012752
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IRS990EZ/TotalExpenses046026
IRS990EZ/TotalProgramServiceExpenses026230
IRS990EZ/TotalRevenue037790
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.LVROTARY.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0DONEES NAME:LOCUST VALLEY ROTARY CLUB FOUNDATION, INC DONEES ADDRESS:PO BOX 293 LOCUST VALLEY, NY 11560 RELATIONSHIP:NONE PURPOSE OF PAYMENT:GENERAL PURPOSE CONTRIBUTION AMOUNT:6126
IRS990ScheduleO/GeneralExplanation/Explanation1Description:DUES EXPENSE Amount:10204
IRS990ScheduleO/GeneralExplanation/Explanation2Description:PROGRAM SERVICE EXP: LUNCH/DINNER EXP Amount:21220
IRS990ScheduleO/GeneralExplanation/Explanation3Description:CLAMBAKE EXPENSES Amount:3175
IRS990ScheduleO/GeneralExplanation/Explanation4Description:INSTALLATION DINNER Amount:874
IRS990ScheduleO/GeneralExplanation/Explanation5Description:SUNSHINE FUND Amount:110
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER EXPENSES SCHEDULE
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0116111377
ReturnHeader/Filer/InCareOfName0% WILLIAM S JACOBS
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ReturnHeader/Filer/NameControl0LOCU
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ReturnHeader/Officer/Name0MICHAEL COCO
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ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02014-04-25
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DEMARCO & NESI CPAS LLC
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GARDEN CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0115302900
ReturnHeader/Preparer/Name0MICHAEL E DEMARCO
ReturnHeader/Preparer/Phone05162485000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-13T08:41:27-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,516
Liabilities
$0
Net assets
$4,516
Revenue
$37,790
Expenses
$46,026
Net income
-$8,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$6.41$0.97$3.56$2.59
2023Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$12.5$5.92$6.56
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$3.28$6.47$3.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$8.54$7.74$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$16.0$13.9$2.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$16.1$18.9$2.81
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$20.2$21.8$1.56
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$31.9$27.9$4.06
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$23.8$23.2$0.58
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$26.8$26.1$0.67
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$31.0$33.7$2.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$37.8$46.0$8.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$57.3$53.2$4.11
2011Summary only. Only limited summary data is available for this year.$8.64$0.00$50.9$51.7$0.82