Civic Intelligence

Oneonta Rotary Fund Inc.

990EZ • Fiscal year 2018 • EIN 16-1602086

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
PO Box 1122Oneonta, NY 13820

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2018 filings • NTEE O50 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE O50 • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • NTEE O50 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • NTEE O50 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$112,860

Up $1,159 (+1.0%) from 2017

Net Assets

Up

$112,860

Up $1,159 (+1.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$13,726

Down $2,742 (-17%) from 2017

Expenses

Up

$5,440

Up $3,373 (+163%) from 2017

Net Income

Down

$8,286

Down $6,115 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2018

Assets$112,860
Liabilities-
Net Assets$112,860
Open 2018 Filing

Operations Trend

Revenue Growth26th 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

2018

Revenue$13,726
Expenses$5,440
Net Income$8,286
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$13,726
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$5,390-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY HERZIGDirector-$0--
CINDY STRUCKLEAsst. Secretary-$0--
ROSALIE HIGGINSDirector-$0--
CHARLES NICOSIAPresident-$0--
LAURA DOHNERDirector-$0--
SARAH MANCHESTERDirector-$0--
SARAH PATTERSONTreasurer-$0--
DAVE ROWLEYDirector-$0--
CATRINA MCKISSICKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oneonta Rotary Fund Inc
EIN
16-1602086
Phone
6074320354
Address
PO BOX 1122, ONEONTA, NY 13820

Signing Officer

Name
Charles Nicosia
Title
President
Signed
2019-11-14
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROJECT COSTS $5390”

Other Expenses.2

“NYS FRANCHISE FEE $50”

Raw XML Appendix166 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06074320354
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ONEONTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111701
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IRS990EZ/ExcessOrDeficitForYearAmt08286
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY HERZIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY STRUCKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSALIE HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES NICOSIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA DOHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MANCHESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE ROWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CATRINA MCKISSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASST. SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7127
IRS990EZ/OtherExpensesTotalAmt05440
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/GrantsAndAllocationsAmt05390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05440
IRS990EZ/TotalProgramServiceExpensesAmt05390
IRS990EZ/TotalRevenueAmt013726
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057965
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05758
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04918
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02805
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05758
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03900
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021732
IRS990ScheduleA/InvestmentIncomeCYPct00.27270
IRS990ScheduleA/InvestmentIncomePYPct00.22210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72730
IRS990ScheduleA/PublicSupportPY509Pct00.77790
IRS990ScheduleA/PublicSupportTotal509Amt057965
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011475
IRS990ScheduleA/Total509Grp/TotalAmt057965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014280
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROJECT COSTS $5390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NYS FRANCHISE FEE $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES NICOSIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONEONTA ROTARY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ONEO
ReturnHeader/Filer/EIN0161602086
ReturnHeader/Filer/PhoneNum06074320354
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1122
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/ReturnTs02019-11-14T09:57:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,860
Liabilities
-
Net assets
$112,860
Revenue
$13,726
Expenses
$5,440
Net income
$8,286
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