Civic Intelligence

Southwest Rochester Kiwanis Foundation Inc

990EZ • Fiscal year 2016 • EIN 16-1463827

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileN/A
C/O 55 Tradition PlaceHenrietta, NY 14467

(585) 486-4940

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

3.5%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$50,954

Up $1,736 (+3.5%) from 2015

Net Assets

Up

$50,954

Up $1,736 (+3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Down

$4,187

Down $59 (-1.4%) from 2015

Expenses

Up

$5,175

Up $4,950 (+2200%) from 2015

Net Income

Down

-$988

Down $5,009 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2010: $38,426Liabilities 2010: $02010Assets 2011: $32,086Net Assets 2011: $32,0862011Assets 2012: $35,068Liabilities 2012: $02012Assets 2013: $45,095Liabilities 2013: $0Net Assets 2013: $45,0952013Assets 2014: $50,155Liabilities 2014: $0Net Assets 2014: $50,1552014Assets 2015: $49,218Liabilities 2015: $0Net Assets 2015: $49,2182015Assets 2016: $50,954Liabilities 2016: $0Net Assets 2016: $50,9542016Assets 2017: $60,642Liabilities 2017: $0Net Assets 2017: $60,6422017Assets 2018: $65,716Liabilities 2018: $0Net Assets 2018: $65,7162018Assets 2019: $65,179Liabilities 2019: $0Net Assets 2019: $65,1792019Assets 2020: $74,203Liabilities 2020: $0Net Assets 2020: $74,2032020

Highlighted filing

2016

Assets$50,954
Liabilities$0
Net Assets$50,954
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2010: $706Expenses 2010: $3,610Net Income 2010: -$2,9042010Revenue 2011: $3,028Expenses 2011: $8,162Net Income 2011: -$5,1342011Revenue 2012: $773Expenses 2012: $515Net Income 2012: $2582012Revenue 2013: $3,508Expenses 2013: $1,779Net Income 2013: $1,7292013Revenue 2014: $4,971Expenses 2014: $275Net Income 2014: $4,6962014Revenue 2015: $4,246Expenses 2015: $225Net Income 2015: $4,0212015Revenue 2016: $4,187Expenses 2016: $5,175Net Income 2016: -$9882016Revenue 2017: $5,755Expenses 2017: $75Net Income 2017: $5,6802017Revenue 2018: $5,399Expenses 2018: $325Net Income 2018: $5,0742018Revenue 2019: $3,920Expenses 2019: $75Net Income 2019: $3,8452019Revenue 2020: $1,180Expenses 2020: $75Net Income 2020: $1,1052020

Highlighted filing

2016

Revenue$4,187
Expenses$5,175
Net Income-$988
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$8,628
Mission and Program Overview

Mission

Provide charitable funding to needy persons or organizations in the community, particularly young people and the handicapped.

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE FUNDING TO NEEDY PERSONS OR ORGANIZATIONS IN THE COMMUNITY, PARTICULARLY YOUNG PEOPLE AND THE HANDICAPPED$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE PRITCHETTPresident-$0--
ANNE KELLYSecretary-$0--
CHARLES PRICETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Rochester Kiwanis
EIN
16-1463827
Phone
5854864940
Address
C/O 55 TRADITION PLACE, HENRIETTA, NY 14467

Signing Officer

Name
Charles Price
Title
Treasurer
Phone
5854864940
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Mirabella & Smith Llp
Address
150 ALLENS CREEK RD, ROCHESTER, NY 14618
Preparer
Michael P Mirabella
Phone
5852256470
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 957. Description: capital gain dividends. Amount: 1,711. Total included on form 990-ez, line 4: 2,668.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: various. Grantee relationship: none. Amount given: 4,900.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: nys filing fee. Amount: 50.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 2,724.”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLES PRICE
IRS990EZ/BooksInCareOfDetail/PhoneNum05854864940
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 TRADITION PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HENRIETTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014467
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04441
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-988
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049218
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050954
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01519
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04900
IRS990EZ/GrossReceiptsAmt08628
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02668
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRACE PRITCHETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt02724
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CHARITABLE FUNDING TO NEEDY PERSONS OR ORGANIZATIONS IN THE COMMUNITY, PARTICULARLY YOUNG PEOPLE AND THE HANDICAPPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE FUNDING TO NEEDY PERSONS OR ORGANIZATIONS IN THE COMMUNITY, PARTICULARLY YOUNG PEOPLE AND THE HANDICAPPED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt05960
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05175
IRS990EZ/TotalRevenueAmt04187
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0773
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017685
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.14490
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalSupportAmt017685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 957. DESCRIPTION: CAPITAL GAIN DIVIDENDS. AMOUNT: 1,711. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 4,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NYS FILING FEE. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 2,724.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05854864940
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST ROCHESTER KIWANIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0161463827
ReturnHeader/Filer/PhoneNum05854864940
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 55 TRADITION PLACE
ReturnHeader/Filer/USAddress/CityNm0HENRIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014467
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B73B7F6D84C78F9CA39AD6D0E244BC4AB229ACA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B73B7F6D84C78F9CA39AD6D0E244BC4AB229ACA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.49.157.14
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:12:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161614009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIRABELLA & SMITH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 ALLENS CREEK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014618
ReturnHeader/PreparerPersonGrp/PhoneNum05852256470
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P MIRABELLA
ReturnHeader/ReturnTs02017-11-08T10:21:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,954
Liabilities
$0
Net assets
$50,954
Revenue
$4,187
Expenses
$5,175
Net income
-$988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$1.18$0.08$1.11
2019Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$3.92$0.08$3.85
2018Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$5.40$0.33$5.07
2017Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$5.76$0.08$5.68
2016Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$4.19$5.18$0.99
2015Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$4.25$0.23$4.02
2014Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$4.97$0.28$4.70
2013Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$3.51$1.78$1.73
2012Summary only. Only limited summary data is available for this year.$35.1$0.00$0.77$0.52$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$32.1$3.03$8.16$5.13
2010Summary only. Only limited summary data is available for this year.$38.4$0.00$0.71$3.61$2.90