Civic Intelligence

Syracuse-Rotary Foundation Inc

990 • Fiscal year 2016 • EIN 16-0872843

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

800 Nottingham RoadSyracuse, NY 13224

(315) 410-3397

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

24%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

25th percentile

-5.0%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-1.1%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$619,453

Down $32,752 (-5.0%) from 2015

Net Assets

Down

$619,453

Down $32,752 (-5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$64,501

Down $700 (-1.1%) from 2015

Expenses

Up

$48,731

Up $11,121 (+30%) from 2015

Net Income

Down

$15,770

Down $11,821 (-43%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $651,797Liabilities 2011: $0Net Assets 2011: $651,7972011Assets 2012: $635,422Liabilities 2012: $0Net Assets 2012: $635,4222012Assets 2013: $678,568Liabilities 2013: $0Net Assets 2013: $678,5682013Assets 2014: $638,375Liabilities 2014: $0Net Assets 2014: $638,3752014Assets 2015: $652,205Liabilities 2015: $0Net Assets 2015: $652,2052015Assets 2016: $619,453Liabilities 2016: $0Net Assets 2016: $619,4532016Assets 2017: $667,433Liabilities 2017: $0Net Assets 2017: $667,4332017Assets 2018: $702,073Liabilities 2018: $0Net Assets 2018: $702,0732018Assets 2019: $728,488Liabilities 2019: $0Net Assets 2019: $728,4882019Assets 2020: $730,360Liabilities 2020: $0Net Assets 2020: $730,3602020Assets 2021: $937,503Liabilities 2021: $0Net Assets 2021: $937,5032021Assets 2022: $780,473Liabilities 2022: $0Net Assets 2022: $780,4732022Assets 2023: $828,380Liabilities 2023: $0Net Assets 2023: $828,3802023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$619,453
Liabilities$0
Net Assets$619,453

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $17,9602011Revenue 2012: $12,750Expenses 2012: $34,475Net Income 2012: -$21,7252012Expenses 2013: $25,2602013Revenue 2014: $45,880Expenses 2014: $156,759Net Income 2014: -$110,8792014Revenue 2015: $65,201Expenses 2015: $37,610Net Income 2015: $27,5912015Revenue 2016: $64,501Expenses 2016: $48,731Net Income 2016: $15,7702016Revenue 2017: $40,757Expenses 2017: $37,666Net Income 2017: $3,0912017Revenue 2018: $61,107Expenses 2018: $37,822Net Income 2018: $23,2852018Revenue 2019: $72,706Expenses 2019: $34,321Net Income 2019: $38,3852019Revenue 2020: $46,599Expenses 2020: $44,844Net Income 2020: $1,7552020Revenue 2021: $60,655Expenses 2021: $42,190Net Income 2021: $18,4652021Revenue 2022: $86,323Expenses 2022: $51,012Net Income 2022: $35,3112022Revenue 2023: $49,267Expenses 2023: $47,996Net Income 2023: $1,2712023Revenue 2024: $66,415Expenses 2024: $894,795Net Income 2024: -$828,3802024

Highlighted filing

2016

Revenue$64,501
Expenses$48,731
Net Income$15,770
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$85,638
Mission and Program Overview

Mission

To support literacy programs and a wide variety of humanitarian programs for youth

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$640,223$609,601▼ $30,622
Cash and Non-Interest-Bearing Accounts$9,284$7,154▼ $2,130
Savings and Temporary Cash Investments$2,698$2,698→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$652,205$619,453▼ $32,752
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$607,102$574,350▼ $32,752
Permanently Rstr Net Assets$45,103$45,103→ $0
Total Net Assets Fund Balance$652,205$619,453▼ $32,752
Total Liabilities and Net Assets / Fund Balance$652,205$619,453▼ $32,752

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,660$3,660
Other Securities$77,897--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$12,175
Program Service Revenue
$0
Investment Income
$52,326
Other Revenue
$0
All Other Contributions
$12,175
Change in Net Assets
$15,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,379
Other Expenses$2,352
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,379--$46,379
Fees for Services Accounting-$1,985-$1,985
Office Expenses-$221-$221
Other Expenses-$21-$21
Total Functional Expenses$46,379$2,352$0$48,731
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Interfaith Works of CnySyracuse, NY-Support Interracial and Interreligious Relationships in the Community$7,500
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

Syracuse-rotary foundation does not have a committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

Once the form 990 is prepared by an independent cpa firm, the treasurer looks over the form, and then requests the president or another officer of the board to also look over the form before filing.

Form 990, Part VI, Section B, Line 12C

Each member of the syracuse-rotary foundation has a classification which identifies the members' trade or business affiliation. The governing body has knowledge of its member classifications and is able to enforce and ensure compliance regarding a conflict of interest.

Form 990, Part VI, Section C, Line 19

Syracuse-rotary foundation makes its governing documents available to the public upon request to a board member. The board member will in turn forward the request to either the president or treasurer.

Filing and Contact Details

Filer

Filer Name
Syracuse-rotary Foundation Inc
EIN
16-0872843
Phone
3154103397
Address
800 NOTTINGHAM ROAD, SYRACUSE, NY 13224

Signing Officer

Name
John Lewien
Title
Treasurer
Phone
3154103397
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lewien
Formed
1990
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Grossman St Amour Cpas Pllc
Address
110 WEST FAYETTE STREET SUITE 900, SYRACUSE, NY 13202
Preparer
Kathleen Kaminski CPA
Phone
3154221391
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0SYRACUSE ROTARY FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAMFOR SOLICITATION OF CONTRIBUTIONS FROM THE COMMUNITY AND ITS' MEMBERGROUP. THE FOUNDATION HAS AN ANNUAL PHILANTHRAPY AND CHARITY DRIVE INWHICH IT SOLICITS PLEDGES FROM ITS' MEMBER GROUP. THE GOVERNING BOARD OFTHE FOUNDATION REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND PROVIDESGRANTS FOR THE BENEFIT OF LITERACY AND YOUTH SERVICES. IN ADDITION, THE SYRACUSE-ROTARY FOUNDATION RECEIVES SELF-DIRECTED PLEDGE PAYMENTS FROM PLEDGING MEMBERS AND DESIGNATED CONTRIBUTIONS FROM CNY COMMUNITY FOUNDATION,IN RECOGNITION FOR THE FOUNDATIONS' LITERACY SUPPORT IN THE COMMUNITY.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013841
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010293
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0131466
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26820
IRS990ScheduleA/PublicSupportPY170Pct00.30570
IRS990ScheduleA/PublicSupportTotal170Amt048185
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048185
IRS990ScheduleA/TotalSupportAmt0179651
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03660
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03660
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0531704
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt177897
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY MUTUAL FUNDS - VARIOUS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HARBOR BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0609601
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT INTERRACIAL AND INTERRELIGIOUS RELATIONSHIPS IN THE COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INTERFAITH WORKS OF CNY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01010 JAMES STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SYRACUSE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd013203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A PROSPECTIVE GRANT RECIPIENT MUST BE A 501(C)(3) ORGANIZATION. A GRANT PROPOSAL IS COMPLETED AND SUBMITTED TO THE PHILANTHROPY AND CHARITY COMMITTEE OF THE FOUNDATION. THE PROPOSALS ARE REVIEWED AND THE SELECTIONS FOR THE GRANTS ARE BASED ON SPECIFIED CRITERIA THAT FURTHERS THE MISSION OF THE FOUNDATION. GRANTS TO AN ORGANIZATION ARE NOT RECURRING IN NATURE. BECAUSE A GRANT RECIPIENT MUST MEET CERTAIN CRITERIA BEFORE RECEIVING A GRANT, THE FOUNDATION DOES NOT HAVE PROCEDURES IN PLACE FOR MONITORING THE USE OF THE GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SYRACUSE-ROTARY FOUNDATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, THE TREASURER LOOKS OVER THE FORM, AND THEN REQUESTS THE PRESIDENT OR ANOTHER OFFICER OF THE BOARD TO ALSO LOOK OVER THE FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE SYRACUSE-ROTARY FOUNDATION HAS A CLASSIFICATION WHICH IDENTIFIES THE MEMBERS' TRADE OR BUSINESS AFFILIATION. THE GOVERNING BODY HAS KNOWLEDGE OF ITS MEMBER CLASSIFICATIONS AND IS ABLE TO ENFORCE AND ENSURE COMPLIANCE REGARDING A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SYRACUSE-ROTARY FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO A BOARD MEMBER. THE BOARD MEMBER WILL IN TURN FORWARD THE REQUEST TO EITHER THE PRESIDENT OR TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0652205
IRS990/TotalAssetsEOYAmt0619453
IRS990/TotalAssetsGrp/BOYAmt0652205
IRS990/TotalAssetsGrp/EOYAmt0619453
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012175
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02352
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046379
IRS990/TotalFunctionalExpensesGrp/TotalAmt048731
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0652205
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0619453
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046379
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052326
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0652205
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0619453
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0607102
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0574350
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 NOTTINGHAM ROAD
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013224
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LEWIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03154103397
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYRACUSE-ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SYRA
ReturnHeader/Filer/EIN0160872843
ReturnHeader/Filer/PhoneNum03154103397
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 NOTTINGHAM ROAD
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013224
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460475780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSSMAN ST AMOUR CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 WEST FAYETTE STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013202
ReturnHeader/PreparerPersonGrp/PhoneNum03154221391

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.66$8.95$8.28
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.49$0.48$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$0.00$7.80$0.86$0.51$0.35
2021Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.61$0.42$0.18
2020Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.47$0.45$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.73$0.34$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.61$0.38$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.41$0.38$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.65$0.49$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.65$0.38$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.46$1.57$1.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.00$6.79$0.25
2012Summary only. Only limited summary data is available for this year.$6.35$0.00$6.35$0.13$0.34$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$0.00$6.52$0.18