Civic Intelligence

Rotary Club of Oneida Ny

EIN 15-0625454 • 501(c)4 • Oneida, NY

Profile

Local and international welfare.

317 Main StreetOneida, NY 13421

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

4th percentile

-371%

Higher net margin than 4% of similar nonprofits.

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

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 2025

Asset Growth

19th percentile

-40%

Faster asset growth than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,618

Down $14,869 (-40%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$22,618

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$4,005

Down $6,265 (-61%) from 2024

Expenses

Up

$18,874

Up $7,522 (+66%) from 2024

Net Income

Down

-$14,869

Down $13,787 (-1274%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$100K$50K$0Assets 2012: $61,667Net Assets 2012: $61,6672012Assets 2013: $81,552Net Assets 2013: $81,5522013Assets 2014: $71,826Liabilities 2014: $02014Assets 2015: $68,868Net Assets 2015: $68,8682015Assets 2016: $63,062Net Assets 2016: $63,0622016Assets 2017: $50,838Net Assets 2017: $50,8382017Assets 2018: $48,896Net Assets 2018: $48,8962018Assets 2019: $42,332Net Assets 2019: $42,3322019Assets 2020: $38,123Net Assets 2020: $38,1232020Assets 2021: $34,557Liabilities 2021: $02021Assets 2022: $42,413Net Assets 2022: $42,4132022Assets 2023: $38,569Net Assets 2023: $38,5692023Assets 2024: $37,487Liabilities 2024: $02024Assets 2025: $22,618Net Assets 2025: $22,6182025

Highlighted filing

2025

Assets$22,618
Liabilities-
Net Assets$22,618
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $37,679Expenses 2012: $39,752Net Income 2012: -$2,0732012Revenue 2013: $60,093Expenses 2013: $40,208Net Income 2013: $19,8852013Revenue 2014: $29,129Expenses 2014: $38,855Net Income 2014: -$9,7262014Revenue 2015: $36,397Expenses 2015: $39,355Net Income 2015: -$2,9582015Revenue 2016: $27,302Expenses 2016: $33,108Net Income 2016: -$5,8062016Revenue 2017: $22,320Expenses 2017: $34,544Net Income 2017: -$12,2242017Revenue 2018: $30,477Expenses 2018: $32,419Net Income 2018: -$1,9422018Revenue 2019: $20,370Expenses 2019: $26,934Net Income 2019: -$6,5642019Revenue 2020: $11,889Expenses 2020: $16,098Net Income 2020: -$4,2092020Revenue 2021: $8,599Expenses 2021: $12,165Net Income 2021: -$3,5662021Revenue 2022: $18,936Expenses 2022: $11,080Net Income 2022: $7,8562022Revenue 2023: $6,933Expenses 2023: $10,777Net Income 2023: -$3,8442023Revenue 2024: $10,270Expenses 2024: $11,352Net Income 2024: -$1,0822024Revenue 2025: $4,005Expenses 2025: $18,874Net Income 2025: -$14,8692025

Highlighted filing

2025

Revenue$4,005
Expenses$18,874
Net Income-$14,869
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$22,618
Liabilities
-
Net assets
$22,618
Revenue
$4,005
Expenses
$18,874
Net income
-$14,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.6$22.6$4.01$18.9$14.9
2024Summary only. Only limited summary data is available for this year.$37.5$0.00$10.3$11.4$1.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$38.6$6.93$10.8$3.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$42.4$18.9$11.1$7.86
2021Summary only. Only limited summary data is available for this year.$34.6$0.00$8.60$12.2$3.57
2020Detailed filing. Detailed filing data is available for this year.$38.1$38.1$11.9$16.1$4.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$42.3$20.4$26.9$6.56
2018Detailed filing. Detailed filing data is available for this year.$48.9$48.9$30.5$32.4$1.94
2017Detailed filing. Detailed filing data is available for this year.$50.8$50.8$22.3$34.5$12.2
2016Detailed filing. Detailed filing data is available for this year.$63.1$63.1$27.3$33.1$5.81
2015Detailed filing. Detailed filing data is available for this year.$68.9$68.9$36.4$39.4$2.96
2014Summary only. Only limited summary data is available for this year.$71.8$0.00$29.1$38.9$9.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.6$81.6$60.1$40.2$19.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$61.7$37.7$39.8$2.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 9, 2025
Return Version
2024v5.2
Gross Receipts
$4,005
Mission and Program Overview

Mission

Local and international welfare.

Program Services

DescriptionGrantsExpenses
NURSES SCHOLARSHIP PROGRAM.-$13,577
ROTARY SCHOLARSHIP GIVEN TO HIGH SCHOOL SENIORS WHO BEST EXEMPLIFIES THE OBJECT OF ROTARY- SERVICE ABOVE SELF.-$1,000
LOCAL AND WORLDWIDE SOCIAL WELFARE NEEDS: PROVIDE THANKSGIVING DINNER TO COMMUNITY, SUPPORT ROTARY FOUNDATION, ENHANCE WORLD PEACE THROUGH STUDENT EXCHANGE.-$200
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG BAILEYPresidentPT$0--
ARIEL BEROVice PresidentPT$0--
BETH JONESSecretaryPT$0--
SARAH MARSHALLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Oneida Ny
EIN
15-0625454
Phone
3153636949
Address
317 MAIN STREET, ONEIDA, NY 13421

Signing Officer

Name
Craig Bailey
Title
President
Signed
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421
Preparer
Sarah Marshall CPA
Phone
3153636949
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: ROTARY NURSE SCHOLARSHIP GRANT ONEIDA NY 13421 | Cash Amount Given: $13577”

Other Expenses.1

“INTERNATIONAL DUES $2592”

Other Expenses.2

“DISTRICT DUES $1098”

Other Expenses.3

“Program/club expenses $157”

Raw XML Appendix116 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/PersonNm0SARAH MARSHALL
IRS990EZ/BooksInCareOfDetail/PhoneNum03153636949
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0317 MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ONEIDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037487
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14869
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037487
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022618
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015027
IRS990EZ/GrossReceiptsAmt04005
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0205
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037487
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037487
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRAIG BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARIEL BERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03847
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL AND INTERNATIONAL WELFARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL AND WORLDWIDE SOCIAL WELFARE NEEDS: PROVIDE THANKSGIVING DINNER TO COMMUNITY, SUPPORT ROTARY FOUNDATION, ENHANCE WORLD PEACE THROUGH STUDENT EXCHANGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NURSES SCHOLARSHIP PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY SCHOLARSHIP GIVEN TO HIGH SCHOOL SENIORS WHO BEST EXEMPLIFIES THE OBJECT OF ROTARY- SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018874
IRS990EZ/TotalProgramServiceExpensesAmt014777
IRS990EZ/TotalRevenueAmt04005
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY NURSE SCHOLARSHIP GRANT ONEIDA NY 13421 | Cash Amount Given: $13577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL DUES $2592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT DUES $1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM/CLUB EXPENSES $157
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ONEIDA NY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0150625454
ReturnHeader/Filer/PhoneNum03153636949
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ONEIDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013421
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161482630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL & HATFIELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEIDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013421
ReturnHeader/PreparerPersonGrp/PhoneNum03153636949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Marshall CPA
ReturnHeader/ReturnTs02025-07-09T14:45:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.