Civic Intelligence

Rotary Club of New Paltz

990EZ • Fiscal year 2014 • EIN 14-6100537

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

Organization ProfileN/A
PO Box 72312528

(845) 883-7260

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.62x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

5th percentile

-60%

Higher net margin than 5% 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

24th percentile

-10%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$84,287

Down $9,513 (-10%) from 2013

Net Assets

Down

$71,425

Down $11,962 (-14%) from 2013

Liabilities

Up

$12,862

Up $2,449 (+24%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

$20,732

No earlier filing loaded for comparison.

Expenses

Down

$33,143

Down $44,802 (-57%) from 2013

Net Income

-$12,411

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2014

Assets$84,287
Liabilities$12,862
Net Assets$71,425
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$20,732
Expenses$33,143
Net Income-$12,411
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$183,413
Mission and Program Overview

Mission

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

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.

Program Services

DescriptionGrantsExpenses
VOCATIONAL SERVICE: DARE, DICTIONARY PROJECT, RYLA CONFERENCE, ESSAY CONTEST, INTERACT, JUNIOR ACHIEVEMENT$6,101-
INTERNATIONAL SERVICE: PURE WATER INITIATIVE, STUDENT EXCHANGE$5,271-
COMMUNITY SERVICES: AED INITIATIVE, CENTENNIAL PARK/FITNESS CENTER, HOLIDAY BASKETS, COMMUNITY SPECIAL PROJECTS, SPECIAL REQUESTS$3,819-
COMMUNITY SPECIAL PROJECTS AND RELIEF KIT PROJECT$3,055-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan NaglieriPresident ElectPT$0--
Christine GiangrassoPast PresidentPT$0--
Steven LaubachPresidentPT$0--
Anthony MarmoVice PresidentPT$0--
Shonda BohlingerSecretaryPT$0--
Debra DooleyTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$163,132$163,132$160,109$3,023
Total Events$163,132$163,132$160,109$3,023
Filing and Contact Details

Filer

EIN
14-6100537

Signing Officer

Name
Debra Dooley
Title
Treasurer
Signed
2015-02-13
Discuss with paid preparer
Yes

Preparer

Preparer
David R Dolan CPA
Phone
8452468934
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Released from restriction $966”

Other Expenses.1001

“Advertising and Promotion $100”

Other Expenses.1

“Vocational Service Expenses $6101”

Other Expenses.2

“Breakfast $5856”

Other Expenses.3

“International Service Expense $5271”

Other Expenses.4

“Community Service Expense $3819”

Other Expenses.5

“Community special projects $2893”

Other Expenses.6

“Club Services Expenses $1773”

Other Expenses.7

“President related $1284”

Other Expenses.8

“Conferences & Conventions $1187”

Other Expenses.9

“Rotary Foundation $1074”

Other Expenses.10

“Miscellaneous $950”

Other Expenses.11

“District Functions $641”

Other Expenses.12

“Leadership Institute $525”

Other Expenses.13

“Club Runner $359”

Other Expenses.14

“Relief Kit Project $162”

Other Expenses.15

“Special items $102”

Total Liabilities.1003

“Deferred Revenue - Beginning $10413 Deferred Revenue - Ending $12862”

Raw XML Appendix166 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anthony Marmo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shonda Bohlinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debra Dooley
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherExpensesTotalAmt032097
IRS990EZ/OtherRevenueTotalAmt0966
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICES: AED INITIATIVE, CENTENNIAL PARK/FITNESS CENTER, HOLIDAY BASKETS, COMMUNITY SPECIAL PROJECTS, SPECIAL REQUESTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL SERVICE: PURE WATER INITIATIVE, STUDENT EXCHANGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOCATIONAL SERVICE: DARE, DICTIONARY PROJECT, RYLA CONFERENCE, ESSAY CONTEST, INTERACT, JUNIOR ACHIEVEMENT
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Released from restriction $966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Vocational Service Expenses $6101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Breakfast $5856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4International Service Expense $5271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community Service Expense $3819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community special projects $2893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Services Expenses $1773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8President related $1284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conferences & Conventions $1187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rotary Foundation $1074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12District Functions $641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Leadership Institute $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Club Runner $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Relief Kit Project $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Special items $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred Revenue - Beginning $10413 Deferred Revenue - Ending $12862
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1003
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Dooley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine20Highland Chapter
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0146100537
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ReturnHeader/Filer/USAddress/City0Highland
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVID R DOLAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102901 ROUTE 9W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAUGERTIES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode012477
ReturnHeader/PreparerPersonGrp/PhoneNum08452468934
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Dolan CPA
ReturnHeader/ReturnTs02015-02-13T14:06:10-08:00
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
$84,287
Liabilities
$12,862
Net assets
$71,425
Revenue
$20,732
Expenses
$33,143
Net income
-$12,411
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