Civic Intelligence

Rotary Club of Port Jervis Ny

990EZ • Fiscal year 2014 • EIN 14-1745406

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 02, 2014

Organization ProfileN/A
PO Box 51112771

(845) 342-5818

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.24x

Higher debt load relative to assets than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.22x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

25th percentile

-9.5%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-10.0%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$19,089

Down $2,003 (-9.5%) from 2013

Net Assets

Down

$14,589

Down $928 (-6.0%) from 2013

Liabilities

Down

$4,500

Down $1,075 (-19%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin31st percentile

Revenue

Down

$20,586

Down $2,276 (-10.0%) from 2013

Expenses

Down

$21,514

Down $1,256 (-5.5%) from 2013

Net Income

Down

-$928

Down $1,020 (-1109%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$60K$40K$20K$0Assets 2010: $25,305Liabilities 2010: $5,0002010Assets 2011: $22,259Liabilities 2011: $5,525Net Assets 2011: $16,7342011Assets 2012: $16,796Liabilities 2012: $1,400Net Assets 2012: $15,3962012Assets 2013: $21,092Liabilities 2013: $5,575Net Assets 2013: $15,5172013Assets 2014: $19,089Liabilities 2014: $4,500Net Assets 2014: $14,5892014Assets 2015: $19,969Liabilities 2015: $4,5312015Assets 2016: $20,974Liabilities 2016: $5,500Net Assets 2016: $15,4742016Assets 2017: $15,809Liabilities 2017: $1,0002017Assets 2018: $16,111Liabilities 2018: $3,000Net Assets 2018: $13,1112018Assets 2019: $17,984Liabilities 2019: $3,5002019Assets 2020: $21,093Liabilities 2020: $4,000Net Assets 2020: $17,0932020Assets 2021: $18,485Liabilities 2021: $3,750Net Assets 2021: $14,7352021Assets 2022: $20,739Liabilities 2022: $4,0002022Assets 2023: $31,371Liabilities 2023: $5,750Net Assets 2023: $25,6212023Assets 2024: $38,816Liabilities 2024: $6,6452024Assets 2025: $44,601Liabilities 2025: $7,530Net Assets 2025: $37,0712025

Highlighted filing

2014

Assets$19,089
Liabilities$4,500
Net Assets$14,589
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $20,163Expenses 2010: $16,718Net Income 2010: $3,4452010Revenue 2011: $17,862Expenses 2011: $21,433Net Income 2011: -$3,5712011Revenue 2012: $23,532Expenses 2012: $24,922Net Income 2012: -$1,3902012Revenue 2013: $22,862Expenses 2013: $22,770Net Income 2013: $922013Revenue 2014: $20,586Expenses 2014: $21,514Net Income 2014: -$9282014Revenue 2015: $20,734Expenses 2015: $19,885Net Income 2015: $8492015Revenue 2016: $23,576Expenses 2016: $23,540Net Income 2016: $362016Revenue 2017: $23,923Expenses 2017: $24,588Net Income 2017: -$6652017Revenue 2018: $17,754Expenses 2018: $19,452Net Income 2018: -$1,6982018Revenue 2019: $19,949Expenses 2019: $18,576Net Income 2019: $1,3732019Revenue 2020: $16,104Expenses 2020: $13,495Net Income 2020: $2,6092020Revenue 2021: $12,362Expenses 2021: $14,720Net Income 2021: -$2,3582021Revenue 2022: $23,072Expenses 2022: $21,068Net Income 2022: $2,0042022Revenue 2023: $33,923Expenses 2023: $25,041Net Income 2023: $8,8822023Revenue 2024: $32,675Expenses 2024: $26,125Net Income 2024: $6,5502024Revenue 2025: $27,882Expenses 2025: $22,982Net Income 2025: $4,9002025

Highlighted filing

2014

Revenue$20,586
Expenses$21,514
Net Income-$928
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 2, 2014
Return Version
2013v3.1
Gross Receipts
$29,724
Mission and Program Overview

Mission

To provide fellowship and goodwill throught our community.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO LOCAL STUDENTS, DONATIONS TO COMMUNITY GROUPS.-$21,514
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN WAIZENNEGGARPresidentPT$0--
SUSAN CASEYSecretaryPT$0--
JOSEPH NEENANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,913$10,913$7,175$3,738
Total Events$10,913$10,913$7,175$3,738
Filing and Contact Details

Filer

EIN
14-1745406
Phone
8453425818

Signing Officer

Name
Joseph J Neenan CPA
Title
Treasurer
Phone
8453425818
Signed
2014-09-02

Preparer

Preparer
Joseph J Neenan CPA
Phone
8453425818
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses postage and supplies 255 district conference 45 member dues 2,819 bank charges 30 member meal costs 8,080 scholarships 4,500 dictionaries to 3rd grade 432 foreign exchange 1,650 interact club 325 ryla 325 various donations 2,505 miscellaneous awards 426 miscellaneous exp 50 bad debt 72 total 21,514”

Form 990-ez, Part II, Line 24

“Dues receivable 1,516 643 rose sale receivable 0 80 total 1,516 723”

Form 990-ez, Part II, Line 26

“Scholarships payable 5,500 4,500 due to foundation -25 0 due to eagle scout project 100 0”

Raw XML Appendix115 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ROBIN WAIZENNEGGAR
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUSAN CASEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2JOSEPH NEENAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSEPH NEENAN CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08453425818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1020 GROVE ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0MIDDLETOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09473
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-928
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021092
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019089
IRS990EZ/FundraisingGrossIncomeAmt017391
IRS990EZ/GrossReceiptsAmt029724
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02860
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014589
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014589
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN WAIZENNEGGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH NEENAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01516
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0723
IRS990EZ/OtherExpensesTotalAmt021514
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FELLOWSHIP AND GOODWILL THROUGHT OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO LOCAL STUDENTS, DONATIONS TO COMMUNITY GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021514
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09138
IRS990EZ/SpecialEventsNetIncomeLossAmt08253
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05575
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021514
IRS990EZ/TotalProgramServiceExpensesAmt021514
IRS990EZ/TotalRevenueAmt020586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010913
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ROSE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03738
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE AND SUPPLIES 255 DISTRICT CONFERENCE 45 MEMBER DUES 2,819 BANK CHARGES 30 MEMBER MEAL COSTS 8,080 SCHOLARSHIPS 4,500 DICTIONARIES TO 3RD GRADE 432 FOREIGN EXCHANGE 1,650 INTERACT CLUB 325 RYLA 325 VARIOUS DONATIONS 2,505 MISCELLANEOUS AWARDS 426 MISCELLANEOUS EXP 50 BAD DEBT 72 TOTAL 21,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES RECEIVABLE 1,516 643 ROSE SALE RECEIVABLE 0 80 TOTAL 1,516 723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS PAYABLE 5,500 4,500 DUE TO FOUNDATION -25 0 DUE TO EAGLE SCOUT PROJECT 100 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH J NEENAN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08453425818
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF PORT JERVIS NY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0141745406
ReturnHeader/Filer/PhoneNum08453425818
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 511
ReturnHeader/Filer/USAddress/City0PORT JERVIS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061309551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KKB & N CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020 GROVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453425818
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J NEENAN CPA
ReturnHeader/ReturnTs02014-09-02T09:49:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,089
Liabilities
$4,500
Net assets
$14,589
Revenue
$20,586
Expenses
$21,514
Net income
-$928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.6$7.53$37.1$27.9$23.0$4.90
2024Summary only. Only limited summary data is available for this year.$38.8$6.65$32.7$26.1$6.55
2023Detailed filing. Detailed filing data is available for this year.$31.4$5.75$25.6$33.9$25.0$8.88
2022Summary only. Only limited summary data is available for this year.$20.7$4.00$23.1$21.1$2.00
2021Detailed filing. Detailed filing data is available for this year.$18.5$3.75$14.7$12.4$14.7$2.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$4.00$17.1$16.1$13.5$2.61
2019Summary only. Only limited summary data is available for this year.$18.0$3.50$19.9$18.6$1.37
2018Detailed filing. Detailed filing data is available for this year.$16.1$3.00$13.1$17.8$19.5$1.70
2017Summary only. Only limited summary data is available for this year.$15.8$1.00$23.9$24.6$0.67
2016Detailed filing. Detailed filing data is available for this year.$21.0$5.50$15.5$23.6$23.5$0.04
2015Summary only. Only limited summary data is available for this year.$20.0$4.53$20.7$19.9$0.85
2014Detailed filing. Detailed filing data is available for this year.$19.1$4.50$14.6$20.6$21.5$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$5.58$15.5$22.9$22.8$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$1.40$15.4$23.5$24.9$1.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$5.53$16.7$17.9$21.4$3.57
2010Summary only. Only limited summary data is available for this year.$25.3$5.00$20.2$16.7$3.45