Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 14-6048805

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 27, 2019

Organization ProfileLIBERTYNYROTARY.ORG
PO Box 493Liberty, NY 12754

(845) 292-7613

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

31st percentile

-5.0%

Higher net margin than 31% 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

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

69th percentile

9.4%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$117,598

Up $594 (+0.5%) from 2018

Net Assets

Up

$117,598

Up $594 (+0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Up

$49,578

Up $4,272 (+9.4%) from 2018

Expenses

Up

$52,057

Up $11,179 (+27%) from 2018

Net Income

Down

-$2,479

Down $6,907 (-156%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2017: $110,504Liabilities 2017: $0Net Assets 2017: $110,5042017Assets 2018: $117,004Liabilities 2018: $0Net Assets 2018: $117,0042018Assets 2019: $117,598Liabilities 2019: $0Net Assets 2019: $117,5982019Assets 2020: $141,722Liabilities 2020: $0Net Assets 2020: $141,7222020Assets 2021: $179,020Liabilities 2021: $2,400Net Assets 2021: $176,6202021Assets 2022: $155,639Liabilities 2022: $2,450Net Assets 2022: $153,1892022Assets 2023: $163,511Liabilities 2023: $2,465Net Assets 2023: $161,0462023Assets 2024: $187,922Liabilities 2024: $975Net Assets 2024: $186,9472024Assets 2025: $231,971Liabilities 2025: $975Net Assets 2025: $230,9962025

Highlighted filing

2019

Assets$117,598
Liabilities$0
Net Assets$117,598
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $121,674Expenses 2017: $76,105Net Income 2017: $45,5692017Revenue 2018: $45,306Expenses 2018: $40,878Net Income 2018: $4,4282018Revenue 2019: $49,578Expenses 2019: $52,057Net Income 2019: -$2,4792019Revenue 2020: $77,737Expenses 2020: $52,658Net Income 2020: $25,0792020Revenue 2021: $111,026Expenses 2021: $81,566Net Income 2021: $29,4602021Revenue 2022: $104,801Expenses 2022: $106,002Net Income 2022: -$1,2012022Revenue 2023: $79,686Expenses 2023: $76,594Net Income 2023: $3,0922023Revenue 2024: $105,115Expenses 2024: $71,007Net Income 2024: $34,1082024Revenue 2025: $171,083Expenses 2025: $118,589Net Income 2025: $52,4942025

Highlighted filing

2019

Revenue$49,578
Expenses$52,057
Net Income-$2,479
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 27, 2019
Return Version
2018v3.1
Gross Receipts
$54,877
Mission and Program Overview

Mission

To provide fellowship while doing good in the community.

To provide fellowship while doing good in the community and the world.

Program Services

DescriptionGrantsExpenses
SUPPORT CIVIC ACTIVITIES IN THE COMMUNITY$0$16,942
PROVIDE WATER FILTRATION SYSTEMS TO FAMILIES IN HAITI$0$13,839
PROVIDE SCHOLARSHIPS TO LOCAL GRADUATES$0$7,400
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK STRASSMANPresidentPT$0--
WILLIAM SILVERPresident-Elect-$0--
FAY CERULLOSecretary-$0--
GARY SIEGELTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4$12,548$12,548$2,200$10,348
Spirit, Beer & Wine Tasting$12,445$12,445-$12,445
Total Events$24,993$24,993$5,299$19,694
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
14-6048805
Phone
8452927613
Address
PO BOX 493, LIBERTY, NY 12754

Signing Officer

Name
Gary Siegel
Title
Treasurer
Phone
8452927613
Signed
2019-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Cooper Arias Llp
Address
892 RT 17B PO BOX 190, MONGAUP VALLEY, NY 12762
Preparer
Susan M Kraycer CPA
Phone
8457961800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest earned. Amount: 625. Description: dividends earned. Amount: 673. Total included on form 990-ez, line 4: 1298.”

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

“Description: supplies. Amount: 1716. Description: administration fees. Amount: 924. Description: website. Amount: 419. Description: donations. Amount: 29232. Description: meeting expense. Amount: 4473. Description: dues. Amount: 4122. Description: community outreach. Amount: 1549. Description: scholarships. Amount: 7400. Description: shirts. Amount: 1691. Description: miscellaneous expense. Amount: 245. Total to form 990-ez, line 16: 51771.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investment. Amount: 3073.”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN KRAYCER
IRS990EZ/BooksInCareOfDetail/PhoneNum08457011799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 493
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIBERTY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012754
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117598
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt023206
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2479
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117598
IRS990EZ/FundraisingGrossIncomeAmt024993
IRS990EZ/GrossReceiptsAmt054877
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01298
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117598
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117598
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK STRASSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SILVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FAY CERULLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt03073
IRS990EZ/OtherExpensesTotalAmt051771
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FELLOWSHIP WHILE DOING GOOD IN THE COMMUNITY AND THE WORLD.
IRS990EZ/PrintingPublicationsPostageAmt0286
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT CIVIC ACTIVITIES IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE WATER FILTRATION SYSTEMS TO FAMILIES IN HAITI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SCHOLARSHIPS TO LOCAL GRADUATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016942
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113839
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27400
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05299
IRS990EZ/SpecialEventsNetIncomeLossAmt019694
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052057
IRS990EZ/TotalProgramServiceExpensesAmt038181
IRS990EZ/TotalRevenueAmt049578
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LIBERTYNYROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05299
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPIRIT, BEER & WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm04
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0461
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02638
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024993
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST EARNED. AMOUNT: 625. DESCRIPTION: DIVIDENDS EARNED. AMOUNT: 673. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 1716. DESCRIPTION: ADMINISTRATION FEES. AMOUNT: 924. DESCRIPTION: WEBSITE. AMOUNT: 419. DESCRIPTION: DONATIONS. AMOUNT: 29232. DESCRIPTION: MEETING EXPENSE. AMOUNT: 4473. DESCRIPTION: DUES. AMOUNT: 4122. DESCRIPTION: COMMUNITY OUTREACH. AMOUNT: 1549. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 7400. DESCRIPTION: SHIRTS. AMOUNT: 1691. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 245. TOTAL TO FORM 990-EZ, LINE 16: 51771.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 3073.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08452927613
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF LIBERTY NY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0146048805
ReturnHeader/Filer/PhoneNum08452927613
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 493
ReturnHeader/Filer/USAddress/CityNm0LIBERTY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012754
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5FAF83E6F9B60546F4D3B481AB6CA5547FB2FF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5FAF83E6F9B60546F4D3B481AB6CA5547FB2FF8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.106.150
ReturnHeader/FilingSecurityInformation/IPDt02019-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:47:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141761666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPER ARIAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0892 RT 17B PO BOX 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONGAUP VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012762
ReturnHeader/PreparerPersonGrp/PhoneNum08457961800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M KRAYCER CPA
ReturnHeader/ReturnTs02019-09-16T10:19:45-05:00
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
$117,598
Liabilities
$0
Net assets
$117,598
Revenue
$49,578
Expenses
$52,057
Net income
-$2,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$1.71$1.19$0.52
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$1.05$0.71$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.61$0.80$0.77$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.53$1.05$1.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.02$1.77$1.11$0.82$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.78$0.53$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.50$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.45$0.41$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.22$0.76$0.46