Civic Intelligence

Bath Rotary Student Fund Inc.

990PF • Fiscal year 2020 • EIN 16-1109902

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 648Bath, NY 14810

(607) 769-4355

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-43%

Higher net margin than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$147,418

Down $1,619 (-1.1%) from 2019

Net Assets

Down

$147,418

Down $1,619 (-1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$3,806

Down $1,107 (-23%) from 2019

Expenses

Down

$5,425

Down $6,203 (-53%) from 2019

Net Income

Up

-$1,619

Up $5,096 (+76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $197,300Liabilities 2011: $0Net Assets 2011: $197,3002011Assets 2012: $190,330Liabilities 2012: $0Net Assets 2012: $190,3302012Assets 2013: $183,864Liabilities 2013: $0Net Assets 2013: $183,8642013Assets 2014: $176,090Liabilities 2014: $0Net Assets 2014: $176,0902014Assets 2015: $175,263Liabilities 2015: $0Net Assets 2015: $175,2632015Assets 2016: $169,438Liabilities 2016: $0Net Assets 2016: $169,4382016Assets 2017: $164,551Liabilities 2017: $0Net Assets 2017: $164,5512017Assets 2018: $155,752Liabilities 2018: $0Net Assets 2018: $155,7522018Assets 2019: $149,037Liabilities 2019: $0Net Assets 2019: $149,0372019Assets 2020: $147,418Liabilities 2020: $0Net Assets 2020: $147,4182020Assets 2021: $142,376Liabilities 2021: $0Net Assets 2021: $142,3762021Assets 2022: $134,298Liabilities 2022: $0Net Assets 2022: $134,2982022Assets 2023: $139,778Liabilities 2023: $0Net Assets 2023: $139,7782023Assets 2024: $133,090Liabilities 2024: $0Net Assets 2024: $133,0902024

Highlighted filing

2020

Assets$147,418
Liabilities$0
Net Assets$147,418
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$20K$10K$0-$10KExpenses 2011: $8,6912011Expenses 2012: $10,5372012Revenue 2013: $6,853Expenses 2013: $13,319Net Income 2013: -$6,4662013Revenue 2014: $6,457Expenses 2014: $14,231Net Income 2014: -$7,7742014Revenue 2015: $7,144Expenses 2015: $7,971Net Income 2015: -$8272015Revenue 2016: $6,534Expenses 2016: $12,359Net Income 2016: -$5,8252016Revenue 2017: $6,285Expenses 2017: $11,172Net Income 2017: -$4,8872017Revenue 2018: $2,461Expenses 2018: $11,260Net Income 2018: -$8,7992018Revenue 2019: $4,913Expenses 2019: $11,628Net Income 2019: -$6,7152019Revenue 2020: $3,806Expenses 2020: $5,425Net Income 2020: -$1,6192020Revenue 2021: $10,644Expenses 2021: $15,686Net Income 2021: -$5,0422021Revenue 2022: $2,042Expenses 2022: $10,120Net Income 2022: -$8,0782022Revenue 2023: $13,878Expenses 2023: $8,398Net Income 2023: $5,4802023Revenue 2024: $2,147Expenses 2024: $8,835Net Income 2024: -$6,6882024

Highlighted filing

2020

Revenue$3,806
Expenses$5,425
Net Income-$1,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE RUSSELLTreasurer-$0--
CAROL BERRYPresident-$0--
CHERYL MULLERBoard Member-$0--
JUSTIN ZEHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Bath Rotary Student Fund Inc
EIN
16-1109902
Phone
6077694355
Address
PO BOX 648, BATH, NY 14810

Signing Officer

Name
Jane Russell
Title
Treasurer
Phone
6077694355
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wheat & Fitzpatrick
Address
6 GANSEVOORT ST, BATH, NY 14810
Preparer
Kelly H Fitzpatrick
Phone
6077764308
Raw XML Appendix237 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02305
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02305
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01501
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1619
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1619
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0147418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0149037
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0147418
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07414
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07414
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07414
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0147418
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAllwncDbtflAcctAmt03120
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06349
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03229
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03229
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03229
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010561
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06637
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0149037
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0147418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0137552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0137552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0149037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0147418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0147418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0149037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0147418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0149037
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0147418
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0150538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0150538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02258
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07414
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0148280
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0150538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE RUSSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHERYL MULLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JUSTIN ZEH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd214810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd314810
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PROVIDE SCHOLARSHIPS AND LOANS TO COLLEGE STUDENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE RUSSELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 648
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BATH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014810
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06077694355
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0STUDENT LOANS OF 6349 WERE OUTSTANDING AT 12/31/20 TO STUDENTS ATTENDING COLLEGE.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLY BY LETTER STATING NEED AND INSTITUTION ATTENDING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NANCY LATOUR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06077697117
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0HAVERLING STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BATH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd014810
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LOANS AWARDED TO HIGH SCHOOL GRADUATES, 5,000 MAX LOAN PER STUDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02105
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0594
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025993
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030907
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHOLARSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
TaxesSchedule/TaxesDetail/Amt050
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06077694355
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATH ROTARY STUDENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0161109902
ReturnHeader/Filer/PhoneNum06077694355
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 648
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014810
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161614572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEAT & FITZPATRICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 GANSEVOORT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014810
ReturnHeader/PreparerPersonGrp/PhoneNum06077764308
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY H FITZPATRICK
ReturnHeader/ReturnTs02021-11-15T10:19:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUSSELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,418
Liabilities
$0
Net assets
$147,418
Revenue
$3,806
Expenses
$5,425
Net income
-$1,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.02$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.14$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.16$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.13$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09