Civic Intelligence

Oneonta Rotary Fund Inc.

990EZ • Fiscal year 2013 • EIN 16-1602086

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileN/A
PO Box 112213820

(607) 432-0354

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2013 filings • NTEE O50 • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2013 filings • NTEE O50 • <$500k nonprofits • Source year 2013

Asset Growth

61st percentile

19%

Faster asset growth than 61% of similar nonprofits.

2013 filings • NTEE O50 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

2013 filings • NTEE O50 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,643

Up $10,600 (+19%) from 2012

Net Assets

$67,643

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$12,379

Up $2,305 (+23%) from 2012

Expenses

Down

$1,779

Down $71 (-3.8%) from 2012

Net Income

Up

$10,600

Up $2,376 (+29%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$200K$150K$100K$50K$0Assets 2011: $48,247Liabilities 2011: $02011Assets 2012: $57,043Liabilities 2012: $02012Assets 2013: $67,643Net Assets 2013: $67,6432013Assets 2014: $81,974Net Assets 2014: $81,9742014Assets 2015: $94,444Net Assets 2015: $94,4442015Assets 2016: $94,276Net Assets 2016: $94,2762016Assets 2017: $111,701Net Assets 2017: $111,7012017Assets 2018: $112,860Net Assets 2018: $112,8602018Assets 2019: $132,340Net Assets 2019: $132,3402019Assets 2020: $148,549Net Assets 2020: $148,5492020Assets 2021: $160,050Net Assets 2021: $160,0502021Assets 2022: $132,359Net Assets 2022: $132,3592022Assets 2023: $145,560Net Assets 2023: $145,5602023Assets 2024: $156,231Net Assets 2024: $156,2312024

Highlighted filing

2013

Assets$67,643
Liabilities-
Net Assets$67,643
Open 2013 Filing

Operations Trend

Revenue Growth67th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $12,209Expenses 2011: $12,001Net Income 2011: $2082011Revenue 2012: $10,074Expenses 2012: $1,850Net Income 2012: $8,2242012Revenue 2013: $12,379Expenses 2013: $1,779Net Income 2013: $10,6002013Revenue 2014: $14,280Expenses 2014: $9,485Net Income 2014: $4,7952014Revenue 2015: $21,646Expenses 2015: $6,069Net Income 2015: $15,5772015Revenue 2016: $16,342Expenses 2016: $14,881Net Income 2016: $1,4612016Revenue 2017: $16,468Expenses 2017: $2,067Net Income 2017: $14,4012017Revenue 2018: $13,726Expenses 2018: $5,440Net Income 2018: $8,2862018Revenue 2019: $19,225Expenses 2019: $9,110Net Income 2019: $10,1152019Revenue 2020: $26,114Expenses 2020: $15,699Net Income 2020: $10,4152020Revenue 2021: $18,908Expenses 2021: $6,732Net Income 2021: $12,1762021Revenue 2022: $26,786Expenses 2022: $28,405Net Income 2022: -$1,6192022Revenue 2023: $24,127Expenses 2023: $14,571Net Income 2023: $9,5562023Revenue 2024: $29,141Expenses 2024: $12,957Net Income 2024: $16,1842024

Highlighted filing

2013

Revenue$12,379
Expenses$1,779
Net Income$10,600
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$12,379
Mission and Program Overview

Mission

To conduct, maintain, promote or support the charitable, humantarian and educational activities in which the oneonta rotary club is engaged in.

Program Services

DescriptionGrantsExpenses
FUNDING FOR ONEONTA ROTARY CLUB HUMANITARIAN PROJECTS$1,641-
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY HERZIGPresident-$0--
ANTHONY MANZANEROVice President-$0--
RICHARD MILLERDirector-$0--
CHARLES NICOSIASecretary-$0--
CHAD SMITHDirector-$0--
SARAH MANCHESTERDirector-$0--
SARAH PATTERSONTreasurer-$0--
GEORGE BROWNDirector-$0--
CATRINA TRUESDELLAsst, Secretary-$0--
Filing and Contact Details

Filer

EIN
16-1602086
Phone
6074320354

Signing Officer

Name
Gary Herzig
Title
President
Signed
2014-11-12
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $66”

Other Expenses.1

“PROJECT COSTS $1560”

Other Expenses.2

“OTHER EXPENSES $153”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH PATTERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06074320354
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 1122
IRS990EZ/BooksInCareOfDetail/USAddress/City0ONEONTA
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode013820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt057043
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt012379
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057043
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057043
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY HERZIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY MANZANERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES NICOSIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHAD SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MANCHESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GEORGE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CATRINA TRUESDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ASST, SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01779
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT, MAINTAIN, PROMOTE OR SUPPORT THE CHARITABLE, HUMANTARIAN AND EDUCATIONAL ACTIVITIES IN WHICH THE ONEONTA ROTARY CLUB IS ENGAGED IN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR ONEONTA ROTARY CLUB HUMANITARIAN PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01779
IRS990EZ/TotalProgramServiceExpensesAmt01641
IRS990EZ/TotalRevenueAmt012379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057982
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0742
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0784
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0471
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04689
IRS990ScheduleA/InvestmentIncomeCYPct00.07480
IRS990ScheduleA/InvestmentIncomePYPct00.07250
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92520
IRS990ScheduleA/PublicSupportPY509Pct00.92750
IRS990ScheduleA/PublicSupportTotal509Amt057982
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012044
IRS990ScheduleA/Total509Grp/TotalAmt057982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROJECT COSTS $1560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER EXPENSES $153
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY HERZIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10ONEONTA ROTARY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ONEO
ReturnHeader/Filer/EIN0161602086
ReturnHeader/Filer/PhoneNum06074320354
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1122
ReturnHeader/Filer/USAddress/City0ONEONTA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013820
ReturnHeader/ReturnTs02014-11-12T08:33:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,643
Liabilities
-
Net assets
$67,643
Revenue
$12,379
Expenses
$1,779
Net income
$10,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.29$0.13$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.24$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.27$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.19$0.07$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.26$0.16$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.19$0.09$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.14$0.05$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.16$0.02$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.16$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.22$0.06$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.14$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.12$0.02$0.11
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.10$0.02$0.08
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.12$0.12$0.00