Civic Intelligence

Rotary International

990 • Fiscal year 2014 • EIN 14-6048709

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization Profile
PO Box 1110940

(845) 342-5818

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

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

Asset Growth

9th percentile

-33%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$28,185

Down $13,775 (-33%) from 2013

Net Assets

Down

$28,185

Down $13,775 (-33%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

$29,480

No earlier filing loaded for comparison.

Expenses

Up

$43,255

Up $6,287 (+17%) from 2013

Net Income

-$13,775

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2010: $22,768Liabilities 2010: $0Net Assets 2010: $22,7682010Assets 2011: $25,971Liabilities 2011: $0Net Assets 2011: $25,9712011Assets 2012: $35,343Liabilities 2012: $0Net Assets 2012: $35,3432012Assets 2013: $41,960Liabilities 2013: $0Net Assets 2013: $41,9602013Assets 2014: $28,185Liabilities 2014: $0Net Assets 2014: $28,1852014Assets 2015: $19,864Liabilities 2015: $0Net Assets 2015: $19,8642015Assets 2016: $13,939Liabilities 2016: $0Net Assets 2016: $13,9392016Assets 2017: $15,097Liabilities 2017: $0Net Assets 2017: $15,0972017Assets 2018: $20,585Liabilities 2018: $0Net Assets 2018: $20,5852018

Highlighted filing

2014

Assets$28,185
Liabilities$0
Net Assets$28,185
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $20,9302010Expenses 2011: $22,5232011Expenses 2012: $16,7582012Expenses 2013: $36,9682013Revenue 2014: $29,480Expenses 2014: $43,255Net Income 2014: -$13,7752014Revenue 2015: $16,828Expenses 2015: $25,149Net Income 2015: -$8,3212015Revenue 2016: $11,508Expenses 2016: $17,433Net Income 2016: -$5,9252016Revenue 2017: $9,758Expenses 2017: $8,600Net Income 2017: $1,1582017Revenue 2018: $11,626Expenses 2018: $6,138Net Income 2018: $5,4882018

Highlighted filing

2014

Revenue$29,480
Expenses$43,255
Net Income-$13,775
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Gross Receipts
$29,480
Mission and Program Overview

Mission

COMMUNITY SERVICE

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,960$28,185▼ $13,775
Total Assets$41,960$28,185▼ $13,775
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$41,960$28,185▼ $13,775
Total Net Assets Fund Balance$41,960$28,185▼ $13,775
Total Liabilities and Net Assets / Fund Balance$41,960$28,185▼ $13,775
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Wheldon AbtPresident
Fred C SmithSecretary
Edward M BehrensTreasurer
Amanda GerkensVice-pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28
Other Revenue
$29,452
Change in Net Assets
$-13,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,084
Other Expenses$2,171
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$41,084--$41,084
Office Expenses-$2,171-$2,171
Total Functional Expenses$41,084$2,171$0$43,255
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
14-6048709
Phone
8453425818

Signing Officer

Name
Edward M Behrens
Title
Treasurer
Phone
8453425818
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wheldon Abt
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Preparer
Edward M Behrens CPA
Phone
8453425818
Raw XML Appendix236 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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IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode010940
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IRS990/CYOtherRevenueAmt029452
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IRS990/CYRevenuesLessExpensesAmt0-13775
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0WHELDON ABT
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IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD M BEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm3FRED C SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt041084
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt041084
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt029480
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt05020
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05020
IRS990/MissionDesc0COMMUNITY SERVICE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt041960
IRS990/NetAssetsOrFundBalancesEOYAmt028185
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02171
IRS990/OfficeExpensesGrp/TotalAmt02171
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherRevenueMiscGrp/Desc0HORSESHOW
IRS990/OtherRevenueMiscGrp/Desc1TASTE OF MIDDLETOWN
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010011
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17899
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17899
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26522
IRS990/OtherRevenueTotalAmt029452
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WHELDON ABT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt041084
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt041084
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt033363
IRS990/PYInvestmentIncomeAmt035
IRS990/PYOtherExpensesAmt03605
IRS990/PYOtherRevenueAmt043550
IRS990/PYRevenuesLessExpensesAmt06617
IRS990/PYTotalExpensesAmt036968
IRS990/PYTotalRevenueAmt043585
IRS990/ReconcilationRevenueExpnssAmt0-13775
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041084
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHARITIES & WORTHY CAUSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08453425818
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF MIDDLETOWN NY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0146048709
ReturnHeader/Filer/PhoneNum08453425818
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ReturnHeader/Filer/USAddress/State0NY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020 GROVE STREET
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453425818
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD M BEHRENS CPA
ReturnHeader/ReturnTs02014-10-27T15:29:11-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,185
Liabilities
$0
Net assets
$28,185
Revenue
$29,480
Expenses
$43,255
Net income
-$13,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$11.6$6.14$5.49
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$9.76$8.60$1.16
2016Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$11.5$17.4$5.93
2015Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$16.8$25.1$8.32
2014Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$29.5$43.3$13.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$0.00$42.0$37.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$0.00$35.3$16.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$0.00$26.0$22.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$0.00$22.8$20.9