Civic Intelligence

Rotary International Highland Chapter

EIN 14-6100537 • 501(c)4 • New Paltz, NY

Profile

The primary purpose of the highland rotary club is to bring together business and professionl leaders to provide humanitarian service, encourage high ethical standards and to help build goodwill and peace in the world.

PO Box 352New Paltz, NY 12561

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

11th percentile

-56%

Higher net margin than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-35%

Faster asset growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

64th percentile

8.1%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,974

Down $12,109 (-57%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$8,974

Up $19,306 (+187%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$20,563

Up $2,981 (+17%) from 2023

Expenses

Down

$32,003

Down $726 (-2.2%) from 2023

Net Income

Up

-$11,440

Up $3,707 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$150K$100K$50K$0-$50KAssets 2012: $136,801Net Assets 2012: $136,8012012Assets 2013: $93,800Liabilities 2013: $10,413Net Assets 2013: $83,3872013Assets 2014: $84,287Liabilities 2014: $12,862Net Assets 2014: $71,4252014Assets 2020: $25,133Net Assets 2020: $25,1332020Assets 2021: $30,940Net Assets 2021: $30,9402021Assets 2022: $21,233Liabilities 2022: $16,418Net Assets 2022: $4,8152022Assets 2023: $21,083Liabilities 2023: $31,415Net Assets 2023: -$10,3322023Assets 2025: $8,974Net Assets 2025: $8,9742025

Highlighted filing

2025

Assets$8,974
Liabilities-
Net Assets$8,974
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $56,887Expenses 2012: $39,703Net Income 2012: $17,1842012Expenses 2013: $77,9452013Revenue 2014: $20,732Expenses 2014: $33,143Net Income 2014: -$12,4112014Revenue 2020: $47,453Expenses 2020: $42,624Net Income 2020: $4,8292020Revenue 2021: $22,047Expenses 2021: $16,239Net Income 2021: $5,8082021Revenue 2022: $29,950Expenses 2022: $59,040Net Income 2022: -$29,0902022Revenue 2023: $17,582Expenses 2023: $32,729Net Income 2023: -$15,1472023Revenue 2025: $20,563Expenses 2025: $32,003Net Income 2025: -$11,4402025

Highlighted filing

2025

Revenue$20,563
Expenses$32,003
Net Income-$11,440
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,974
Liabilities
-
Net assets
$8,974
Revenue
$20,563
Expenses
$32,003
Net income
-$11,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.21$0.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.31$0.10$0.18$0.33$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.16$0.05$0.30$0.59$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.22$0.16$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.25$0.47$0.43$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.13$0.71$0.21$0.33$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.10$0.83$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$1.37$0.57$0.40$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$20,563
Mission and Program Overview

Mission

The mission is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.Together, we see a world where people unite and take action to create lasting change across the globe, in our communities, and in ourselves.

Program Services

DescriptionGrantsExpenses
Club Expenditures-Programs/Fellowship/Meetings/Scholarship B'fast-$20,499
District and RI-$9,006
New Paltz Rotary Foundation Inc-net-$2,289
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lind FerrantePresident Elect-$0--
Melinda LamarchePresident-$0--
Dee Jaye KurtaSecretary-$0--
Lauren RooneyTreasurer-$0--
Jeffrey SmithSergeant-At-Arm-$0--
Filing and Contact Details

Filer

Filer Name
New Paltz Rotary Club
EIN
14-6100537
Phone
8454173547
Address
PO BOX 352, NEW PALTZ, NY 12561

Signing Officer

Name
Lauren Rooney
Title
Treasurer
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Van Norstrand & Hoolihan Pc
Address
187 E MARKET ST STE 202, RHINEBECK, NY 12572
Preparer
Timothy P Hoolihan
Phone
8458765200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Rotary International dues | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $8601”

Other Expenses.1001

“Advertising and Promotion $1037”

Other Expenses.1002

“Office Expenses $2325”

Other Expenses.1003

“Information Technology $1387”

Other Expenses.1

“Meeting Expenses $9465”

Other Expenses.2

“60th Anniversary Even $2273”

Other Expenses.3

“Installation lunch expense $1025”

Other Expenses.4

“Clubrunner $624”

Other Expenses.5

“District & RI - other expenses $405”

Other Expenses.6

“Quickbooks payments fees $222”

Other Expenses.7

“Fellowship $190”

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08459052963
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 352
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW PALTZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08974
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02160
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020414
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08974
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010890
IRS990EZ/GrossReceiptsAmt020563
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07540
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lind Ferrante
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melinda Lamarche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dee Jaye Kurta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Rooney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeffrey Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sergeant-at-Arm
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018953
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.Together, we see a world where people unite and take action to create lasting change across the globe, in our communities, and in ourselves.
IRS990EZ/ProgramServiceRevenueAmt012976
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0District and RI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Club Expenditures-Programs/Fellowship/Meetings/Scholarship B'fast
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2New Paltz Rotary Foundation Inc-net
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09006
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120499
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22289
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032003
IRS990EZ/TotalProgramServiceExpensesAmt031794
IRS990EZ/TotalRevenueAmt020563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEWPALTZROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rotary International dues | Donee's Address: 1560 Sherman Ave Evanston IL 60201 | Cash Amount Given: $8601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Expenses $9465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt560th Anniversary Even $2273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Installation lunch expense $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Clubrunner $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8District & RI - other expenses $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9QUICKBOOKS PAYMENTS FEES $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fellowship $190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Rooney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW PALTZ ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0146100537
ReturnHeader/Filer/PhoneNum08454173547
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 352
ReturnHeader/Filer/USAddress/CityNm0NEW PALTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141736009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAN NORSTRAND & HOOLIHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 E MARKET ST STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RHINEBECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012572
ReturnHeader/PreparerPersonGrp/PhoneNum08458765200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy P Hoolihan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-22T06:08:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits