Civic Intelligence

Rotary Club of Middletown Ny

EIN 14-6048709 • 501(c)4 • Middletown, NY

Profile

COMMUNITY SERVICE

PO Box 11Middletown, NY 10940
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

47%

Higher net margin than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$20,585

Up $5,488 (+36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$20,585

Up $5,488 (+36%) from 2017

Revenue

Up

$11,626

Up $1,868 (+19%) from 2017

Expenses

Down

$6,138

Down $2,462 (-29%) from 2017

Net Income

Up

$5,488

Up $4,330 (+374%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2018

Assets$20,585
Liabilities$0
Net Assets$20,585

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2018

Revenue$11,626
Expenses$6,138
Net Income$5,488

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$11,626
Mission and Program Overview

Mission

COMMUNITY SERVICE

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,097$20,585▲ $5,488
Total Assets$15,097$20,585▲ $5,488
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,097$20,585▲ $5,488
Total Net Assets Fund Balance$15,097$20,585▲ $5,488
Total Liabilities and Net Assets / Fund Balance$15,097$20,585▲ $5,488
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert FitzpatrickPresident
Karen MillerSecretary
Edward M BehrensTreasurer
Mark FellenzerVice-pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16
Other Revenue
$11,610
Change in Net Assets
$5,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,474
Other Expenses$1,664
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,474--$4,474
Office Expenses-$1,664-$1,664
Total Functional Expenses$4,474$1,664$0$6,138
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

Filer Name
Rotary Club of Middletown Ny
EIN
14-6048709
Phone
8453425818
Address
PO BOX 11, MIDDLETOWN, NY 10940

Signing Officer

Name
Edward M Behrens
Title
Treasurer
Phone
8453425818
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward M Behrens
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kkb & N Cpas
Address
20 GROVE STREET, MIDDLETOWN, NY 10940
Preparer
Edward M Behrens CPA
Phone
8453425818
Raw XML Appendix239 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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