Civic Intelligence

Rotary Club of Lockport

EIN 16-6051961 • 501(c)4 • Lockport, NY

Profile

COMMUNITY SERVICE

PO Box 119Lockport, NY 14094

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.49x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.28x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-25%

Faster asset growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-9.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$20,396

Down $6,924 (-25%) from 2018

Liabilities

Down

$10,073

Down $2,677 (-21%) from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue87th percentileNet Margin29th percentile

Revenue

Down

$36,224

Down $3,714 (-9.3%) from 2018

Expenses

Down

$40,471

Down $11,418 (-22%) from 2018

Net Income

Up

-$4,247

Up $7,704 (+64%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $65,682Net Assets 2011: $65,6822011Assets 2012: $51,595Net Assets 2012: $51,5952012Assets 2013: $47,995Net Assets 2013: $47,9952013Assets 2014: $36,716Net Assets 2014: $36,7162014Assets 2015: $31,486Net Assets 2015: $31,4862015Assets 2016: $37,323Liabilities 2016: $11,190Net Assets 2016: $26,1332016Assets 2017: $26,521Net Assets 2017: $26,5212017Assets 2018: $27,320Liabilities 2018: $12,750Net Assets 2018: $14,5702018Assets 2019: $20,396Liabilities 2019: $10,0732019

Highlighted filing

2019

Assets$20,396
Liabilities$10,073
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $45,154Expenses 2011: $49,001Net Income 2011: -$3,8472011Revenue 2012: $39,332Expenses 2012: $53,419Net Income 2012: -$14,0872012Revenue 2013: $32,747Expenses 2013: $36,346Net Income 2013: -$3,5992013Revenue 2014: $28,910Expenses 2014: $40,189Net Income 2014: -$11,2792014Revenue 2015: $33,839Expenses 2015: $39,069Net Income 2015: -$5,2302015Revenue 2016: $34,228Expenses 2016: $39,581Net Income 2016: -$5,3532016Revenue 2017: $34,901Expenses 2017: $34,513Net Income 2017: $3882017Revenue 2018: $39,938Expenses 2018: $51,889Net Income 2018: -$11,9512018Revenue 2019: $36,224Expenses 2019: $40,471Net Income 2019: -$4,2472019

Highlighted filing

2019

Revenue$36,224
Expenses$40,471
Net Income-$4,247
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$20,396
Liabilities
$10,073
Net assets
-
Revenue
$36,224
Expenses
$40,471
Net income
-$4,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$20.4$10.1$36.2$40.5$4.25
2018Detailed filing. Detailed filing data is available for this year.$27.3$12.8$14.6$39.9$51.9$12.0
2017Detailed filing. Detailed filing data is available for this year.$26.5$26.5$34.9$34.5$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$11.2$26.1$34.2$39.6$5.35
2015Detailed filing. Detailed filing data is available for this year.$31.5$31.5$33.8$39.1$5.23
2014Detailed filing. Detailed filing data is available for this year.$36.7$36.7$28.9$40.2$11.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.0$48.0$32.7$36.3$3.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$51.6$39.3$53.4$14.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.7$65.7$45.2$49.0$3.85
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$39,938
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE-$51,889
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN SCHRATZPresident-$0--
JULIE COYImmediate Pa-$0--
ELLEN ROTHPresident El-$0--
EUGENE URBANSecretary-$0--
ROBERT SHAWTreasurer-$0--
PAUL LEHMANVice Preside-$0--
MAYNARD LOWRYDirector-$0--
NANCY KASPRZAK-WHITMOREDirector-$0--
SUSAN LOGANDirector-$0--
DICK MULLANEYDirector-$0--
CYNTHIA COTTENDirector-$0--
DAN WILSONAssistant Se-$0--
STEVE COTTONSeargeant At-$0--
JOHN MACDONALDDirector-$0--
BOB HAGENDirector-$0--
MARIA BIANODirector-$0--
PHIL PENEPENTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lockport
EIN
16-6051961
Address
PO BOX 119, LOCKPORT, NY 14094

Signing Officer

Name
Ellen Schratz
Title
President
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Wittlin Cain & Dry Llp
Address
175 WALNUT ST STE 2, LOCKPORT, NY 14094-3775
Preparer
Jay S Dry
Phone
7164382190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues 14,125 club service 15,990 lunch expense 18,049 youth and exch programs 3,725 total 51,889”

Form 990-ez, Part II, Line 26

“Deferred revenue 0 12,750”

Raw XML Appendix154 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN SCHRATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE COY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16PHIL PENEPENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051889
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051889
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012750
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IRS990EZ/TotalExpensesAmt051889
IRS990EZ/TotalProgramServiceExpensesAmt051889
IRS990EZ/TotalRevenueAmt039938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES 14,125 CLUB SERVICE 15,990 LUNCH EXPENSE 18,049 YOUTH AND EXCH PROGRAMS 3,725 TOTAL 51,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED REVENUE 0 12,750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN SCHRATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LOCKPORT
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0166051961
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 119
ReturnHeader/Filer/USAddress/CityNm0LOCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014094
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:21:10
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ReturnHeader/PreparerPersonGrp/PhoneNum07164382190
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY S DRY
ReturnHeader/ReturnTs02018-11-14T10:21:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits