Civic Intelligence

Locust Valley Rotary Club

990EZ • Fiscal year 2019 • EIN 11-6111377

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 20, 2020

Organization ProfileWWW.LVROTARY.ORG
PO Box 293Locust Valley, NY 11560-0293

(516) 624-0200

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

6th percentile

-51%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-21%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$2,707

Down $2,809 (-51%) from 2018

Net Assets

Down

$2,707

Down $2,809 (-51%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$16,075

Down $4,163 (-21%) from 2018

Expenses

Down

$18,884

Down $2,918 (-13%) from 2018

Net Income

Down

-$2,809

Down $1,245 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2019

Assets$2,707
Liabilities$0
Net Assets$2,707
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$16,075
Expenses$18,884
Net Income-$2,809
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 20, 2020
Return Version
2018v3.1
Gross Receipts
$16,075
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.

Program Services

DescriptionGrantsExpenses
LUNCH/DINNER EXPENSES-$9,382
XMAS PARTY-$765
INSTALLATION DINNER-$577
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS DOONEYPresident-$0--
WILLIAM S JACOBSTreasurer-$0--
ELLEN HANESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Locust Valley Rotary Club
EIN
11-6111377
In Care Of
% WILLIAM S JACOBS
Address
PO BOX 293, LOCUST VALLEY, NY 11560-0293

Signing Officer

Name
William S Jacobs
Title
Treasurer
Phone
5169357771
Signed
2020-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Demarco & Nesi Cpas LLC
Address
1010 FRANKLIN AVENUE STE 400, GARDEN CITY, NY 11530-2900
Preparer
Maura Dalferro CPA
Phone
5162485000
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:DUES EXPENSE Amount:7917”

Form 990EZ Part I Line 16

“Description:PROGRAM SERVICE EXP: LUNCH/DINNER EXP Amount:9382”

Form 990EZ Part I Line 16

“Description:PROGRAM SERVICE EXP: INSTALLATION DINNER Amount:577”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:52”

Form 990EZ Part I Line 16

“Description:CHRISTMAS PARTY Amount:765”

Form 990EZ Part I Line 16

“Description:SUPPLIES Amount:55”

Form 990EZ Part I Line 16

“Description:POSTAGE Amount:136”

Form 990EZ Part II Line 24

“Description:DUE FROM LOCUST VALLEY FOUNDAT BOY Amount:25 EOY Amount:25”

Raw XML Appendix133 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/PersonNm0WILLIAM S JACOBS
IRS990EZ/BooksInCareOfDetail/PhoneNum05166240200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 293
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOCUST VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0115600293
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02682
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2809
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05516
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02707
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016075
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05365
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05516
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05516
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS DOONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM S JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN HANES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025
IRS990EZ/OtherExpensesTotalAmt018884
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS 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/ProgramServiceRevenueAmt010710
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUNCH/DINNER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1XMAS PARTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INSTALLATION DINNER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09382
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1765
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018884
IRS990EZ/TotalProgramServiceExpensesAmt010724
IRS990EZ/TotalRevenueAmt016075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LVROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:DUES EXPENSE Amount:7917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:PROGRAM SERVICE EXP: LUNCH/DINNER EXP Amount:9382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:PROGRAM SERVICE EXP: INSTALLATION DINNER Amount:577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK FEES Amount:52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CHRISTMAS PARTY Amount:765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:SUPPLIES Amount:55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:POSTAGE Amount:136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:DUE FROM LOCUST VALLEY FOUNDAT BOY Amount:25 EOY Amount:25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM S JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05169357771
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCUST VALLEY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0LOCU
ReturnHeader/Filer/EIN0116111377
ReturnHeader/Filer/InCareOfNm0% WILLIAM S JACOBS
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 293
ReturnHeader/Filer/USAddress/CityNm0LOCUST VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0115600293
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D3A4B0A208D849E2DA55E3EF5A5728AF451860F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId036825481EFC92E0A4CE6E55EBD14A1BD50F6110D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId012161420200275000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-01-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.99.54.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMARCO & NESI CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 FRANKLIN AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0115302900
ReturnHeader/PreparerPersonGrp/PhoneNum05162485000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAURA DALFERRO CPA
ReturnHeader/ReturnTs02020-01-27T12:46:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,707
Liabilities
$0
Net assets
$2,707
Revenue
$16,075
Expenses
$18,884
Net income
-$2,809
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
2019Detailed filing. Detailed filing data is available for this year.$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