Civic Intelligence

Rotary Club of Potsdam

EIN 16-6052539 • 501(c)4 • Potsdam, NY

Profile

To support community events

PO Box 912Potsdam, NY 13676

www.potsdamrotary.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.10x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

23%

Faster revenue growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$27,331

Up $8,524 (+45%) from 2023

Liabilities

Up

$2,537

Up $1,035 (+69%) from 2023

Net Assets

Up

$24,794

Up $7,489 (+43%) from 2023

Revenue

Up

$26,614

Up $4,899 (+23%) from 2023

Expenses

Up

$19,125

Up $1,525 (+8.7%) from 2023

Net Income

Up

$7,489

Up $3,374 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $11,933Liabilities 2011: $2,984Net Assets 2011: $8,9492011Assets 2012: $11,021Liabilities 2012: $725Net Assets 2012: $10,2962012Assets 2013: $13,479Liabilities 2013: $2,587Net Assets 2013: $10,8922013Assets 2014: $6,296Liabilities 2014: $978Net Assets 2014: $5,3182014Assets 2015: $13,926Liabilities 2015: $2,875Net Assets 2015: $11,0512015Assets 2016: $12,963Liabilities 2016: $1,321Net Assets 2016: $11,6422016Assets 2017: $16,770Liabilities 2017: $4,605Net Assets 2017: $12,1652017Assets 2018: $15,062Liabilities 2018: $4,083Net Assets 2018: $10,9792018Assets 2019: $11,272Liabilities 2019: $9962019Assets 2020: $8,534Liabilities 2020: $600Net Assets 2020: $7,9342020Assets 2021: $16,248Liabilities 2021: $4,205Net Assets 2021: $12,0432021Assets 2022: $14,063Liabilities 2022: $873Net Assets 2022: $13,1902022Assets 2023: $18,807Liabilities 2023: $1,502Net Assets 2023: $17,3052023Assets 2024: $27,331Liabilities 2024: $2,537Net Assets 2024: $24,7942024

Highlighted filing

2024

Assets$27,331
Liabilities$2,537
Net Assets$24,794

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $19,645Expenses 2011: $21,313Net Income 2011: -$1,6682011Revenue 2012: $17,357Expenses 2012: $16,010Net Income 2012: $1,3472012Revenue 2013: $16,392Expenses 2013: $15,796Net Income 2013: $5962013Revenue 2014: $13,103Expenses 2014: $18,677Net Income 2014: -$5,5742014Revenue 2015: $18,747Expenses 2015: $13,014Net Income 2015: $5,7332015Revenue 2016: $13,903Expenses 2016: $13,312Net Income 2016: $5912016Revenue 2017: $13,351Expenses 2017: $12,828Net Income 2017: $5232017Revenue 2018: $14,514Expenses 2018: $15,700Net Income 2018: -$1,1862018Revenue 2019: $14,138Expenses 2019: $14,841Net Income 2019: -$7032019Revenue 2020: $15,479Expenses 2020: $17,820Net Income 2020: -$2,3412020Revenue 2021: $15,462Expenses 2021: $11,353Net Income 2021: $4,1092021Revenue 2022: $15,951Expenses 2022: $14,804Net Income 2022: $1,1472022Revenue 2023: $21,715Expenses 2023: $17,600Net Income 2023: $4,1152023Revenue 2024: $26,614Expenses 2024: $19,125Net Income 2024: $7,4892024

Highlighted filing

2024

Revenue$26,614
Expenses$19,125
Net Income$7,489

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$2.54$24.8$26.6$19.1$7.49
2023Detailed filing. Detailed filing data is available for this year.$18.8$1.50$17.3$21.7$17.6$4.12
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.87$13.2$16.0$14.8$1.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$4.21$12.0$15.5$11.4$4.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.60$7.93$15.5$17.8$2.34
2019Summary only. Only limited summary data is available for this year.$11.3$1.00$14.1$14.8$0.70
2018Detailed filing. Detailed filing data is available for this year.$15.1$4.08$11.0$14.5$15.7$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$4.61$12.2$13.4$12.8$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$1.32$11.6$13.9$13.3$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$2.88$11.1$18.7$13.0$5.73
2014Detailed filing. Detailed filing data is available for this year.$6.30$0.98$5.32$13.1$18.7$5.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$2.59$10.9$16.4$15.8$0.60
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.73$10.3$17.4$16.0$1.35
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$2.98$8.95$19.6$21.3$1.67
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$28,188
Mission and Program Overview

Mission

To support community events

Program Services

DescriptionGrantsExpenses
THE PROCEEDS FROM COMMUNITY FUNDRAISING DISBURSED TO LOCAL CHARITIES$0$9,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN PELKEYDirectorPT$0--
TAYLOR ROBERTSONDirectorPT$0--
SHAWN SEYMOURTreasurerPT$0--
REBECCA TESSIERDirectorPT$0--
ROMEYN PRESCOTTSecretaryPT$0--
DUANE PELKEYPresidentPT$0--
MICHAEL GRIFFINDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,284$13,284$693$12,591
Total Events$19,437$19,437$6,473$12,964
Filing and Contact Details

Filer

Filer Name
Rotary Club of Potsdam
EIN
16-6052539
Phone
3152689095
Address
PO BOX 912, POTSDAM, NY 13676

Signing Officer

Name
Shawn Seymour
Title
Treasurer
Phone
3152689095
Signed
2023-11-06
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 5,534.

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

Description: national & district dues. Amount: 2,492. Description: lunch expense. Amount: 40. Description: contributions. Amount: 9,375. Description: club materials & expense. Amount: 5,531. Description: bank fees. Amount: 36. Total to form 990-ez, line 16: 17,474.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 700. End of year amount: 1,678.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 873. End of year amount: 980. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 522.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAWN SEYMOUR
IRS990EZ/BooksInCareOfDetail/PhoneNum03152689095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05525 STATE HWY 56
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POTSDAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013676
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013363
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017129
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04115
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018807
IRS990EZ/FundraisingGrossIncomeAmt019437
IRS990EZ/GrossReceiptsAmt028188
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03217
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017305
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN PELKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAYLOR ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAWN SEYMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA TESSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROMEYN PRESCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DUANE PELKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01678
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017474
IRS990EZ/OtherRevenueTotalAmt05534
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT COMMUNITY EVENTS
IRS990EZ/PrintingPublicationsPostageAmt0126
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PROCEEDS FROM COMMUNITY FUNDRAISING DISBURSED TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09375
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06473
IRS990EZ/SpecialEventsNetIncomeLossAmt012964
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0873
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01502
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017600
IRS990EZ/TotalProgramServiceExpensesAmt09375
IRS990EZ/TotalRevenueAmt021715
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.POTSDAMROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06473
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02260
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019437
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012964
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02720
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 5,534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NATIONAL & DISTRICT DUES. AMOUNT: 2,492. DESCRIPTION: LUNCH EXPENSE. AMOUNT: 40. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 9,375. DESCRIPTION: CLUB MATERIALS & EXPENSE. AMOUNT: 5,531. DESCRIPTION: BANK FEES. AMOUNT: 36. TOTAL TO FORM 990-EZ, LINE 16: 17,474.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 700. END OF YEAR AMOUNT: 1,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 873. END OF YEAR AMOUNT: 980. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 522.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN SEYMOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03152689095
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF POTSDAM
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0166052539
ReturnHeader/Filer/PhoneNum03152689095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 912
ReturnHeader/Filer/USAddress/CityNm0POTSDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013676
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-08T12:08:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEYMOUR
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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