Civic Intelligence

Pelham Rotary Charities Fund

990EZ • Fiscal year 2020 • EIN 13-3886104

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

PO Box 8073Pelham, NY 10803

(914) 632-7914

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

24th percentile

-60%

Higher net margin than 24% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-37%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$159,915

Down $4,449 (-2.7%) from 2019

Net Assets

Down

$159,915

Down $4,449 (-2.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$29,464

Down $17,219 (-37%) from 2019

Expenses

Up

$47,121

Up $18,867 (+67%) from 2019

Net Income

Down

-$17,657

Down $36,086 (-196%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $130,065Liabilities 2015: $02015Assets 2016: $134,417Liabilities 2016: $02016Assets 2018: $137,951Net Assets 2018: $137,9512018Assets 2019: $164,364Net Assets 2019: $164,3642019Assets 2020: $159,915Net Assets 2020: $159,9152020Assets 2021: $236,163Net Assets 2021: $236,1632021Assets 2023: $265,297Net Assets 2023: $265,2972023Assets 2024: $396,239Liabilities 2024: $150Net Assets 2024: $396,0892024

Highlighted filing

2020

Assets$159,915
Liabilities-
Net Assets$159,915

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $34,845Expenses 2015: $56,404Net Income 2015: -$21,5592015Revenue 2016: $44,789Expenses 2016: $44,930Net Income 2016: -$1412016Revenue 2018: $34,981Expenses 2018: $50,766Net Income 2018: -$15,7852018Revenue 2019: $46,683Expenses 2019: $28,254Net Income 2019: $18,4292019Revenue 2020: $29,464Expenses 2020: $47,121Net Income 2020: -$17,6572020Revenue 2021: $59,485Expenses 2021: $20,066Net Income 2021: $39,4192021Revenue 2023: $73,886Expenses 2023: $32,671Net Income 2023: $41,2152023Revenue 2024: $22,384Expenses 2024: $15,976Net Income 2024: $6,4082024

Highlighted filing

2020

Revenue$29,464
Expenses$47,121
Net Income-$17,657
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$38,113
Mission and Program Overview

Mission

Fund grants to Rotary Intl and Award Scholarships

Program Services

DescriptionGrantsExpenses
Rotarty International--
College Scholarships--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin FalveyPresident-$0--
Carolyn NobleVice President-$0--
Robert RendonTreasurer-$0--
Donna SheriffsSecretary-$0--
Maggie KleinDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tastings$27,637$27,637$5,032$22,605
Total Events$27,637$27,637$8,650$18,987
Filing and Contact Details

Filer

Filer Name
Pelham Rotary Charities Fund
EIN
13-3886104
Phone
9146327914
Address
PO BOX 8073, PELHAM, NY 10803

Signing Officer

Name
Kevin Falvey
Title
President
Signed
2020-11-02
Discuss with paid preparer
No

Preparer

Firm
Catherine S Mazzaro
Address
243 Elderwood Ave, Pelham, NY 10803
Preparer
Catherine S Mazzaro
Phone
9147383329
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Awards Grants, Grantee Rotary Club, Cash Grant 34,505, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Service Charges 175

Form 990-EZ, Part I, Line 16, Other Expenses

Credit Card Processing Fees 181

Form 990-EZ, Part I, Line 16, Other Expenses

Char Filing Fees 150

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative Fees 299

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous 1,076

Form 990-EZ, Part I, Line 20, Net Assets

Market Adjustment 13,208

Raw XML Appendix196 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/BooksInCareOfDetail/PersonNm0Robert Rendon
IRS990EZ/BooksInCareOfDetail/PhoneNum09146327914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 Storer Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Rochelle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159915
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IRS990EZ/ExcessOrDeficitForYearAmt0-17657
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01618
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kevin Falvey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carolyn Noble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Rendon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Sheriffs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maggie Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013208
IRS990EZ/OtherExpensesTotalAmt01881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fund grants to Rotary Intl and Award Scholarships
IRS990EZ/PrintingPublicationsPostageAmt0235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotarty International
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1College Scholarships
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08649
IRS990EZ/SpecialEventsNetIncomeLossAmt018988
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt047121
IRS990EZ/TotalRevenueAmt029464
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pelhamrotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01284
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05356
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0162644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010361
IRS990ScheduleA/InvestmentIncomeCYPct00.04490
IRS990ScheduleA/InvestmentIncomePYPct00.04020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.95510
IRS990ScheduleA/PublicSupportPY509Pct00.95980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0220307
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044789
IRS990ScheduleA/Total509Grp/TotalAmt0220307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050145
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230668
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027637
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05032
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Awards Grants, Grantee Rotary Club, Cash Grant 34,505, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Service Charges 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing Fees 181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Char Filing Fees 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative Fees 299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous 1,076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Market Adjustment 13,208
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Falvey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PELHAM ROTARY CHARITIES FUND
ReturnHeader/Filer/BusinessNameControlTxt0PELH
ReturnHeader/Filer/EIN0133886104
ReturnHeader/Filer/PhoneNum09146327914
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8073
ReturnHeader/Filer/USAddress/CityNm0PELHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010803
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.121.119.65
ReturnHeader/FilingSecurityInformation/IPDt02020-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:58:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Catherine S Mazzaro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0243 Elderwood Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pelham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010803
ReturnHeader/PreparerPersonGrp/PhoneNum09147383329
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine S Mazzaro
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T09:07:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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