Civic Intelligence

Perry Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 16-6053172

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 22, 2016

PO Box 339Perry, NY 14530

(585) 237-6550

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

79th percentile

23%

Higher net margin than 79% 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

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$174,520

Up $13,730 (+8.5%) from 2015

Net Assets

Up

$174,520

Up $13,730 (+8.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$59,908

Up $11,559 (+24%) from 2015

Expenses

Up

$46,178

Up $10,431 (+29%) from 2015

Net Income

Up

$13,730

Up $1,128 (+9.0%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $128,697Liabilities 2012: $0Net Assets 2012: $128,6972012Assets 2013: $153,371Liabilities 2013: $0Net Assets 2013: $153,3712013Assets 2014: $148,188Liabilities 2014: $0Net Assets 2014: $148,1882014Assets 2015: $160,790Liabilities 2015: $0Net Assets 2015: $160,7902015Assets 2016: $174,520Liabilities 2016: $0Net Assets 2016: $174,5202016Assets 2017: $162,697Liabilities 2017: $523Net Assets 2017: $162,1742017Assets 2018: $188,399Liabilities 2018: $02018Assets 2019: $227,060Liabilities 2019: $0Net Assets 2019: $227,0602019Assets 2020: $125,848Liabilities 2020: $0Net Assets 2020: $125,8482020Assets 2021: $135,030Liabilities 2021: $02021Assets 2022: $150,448Liabilities 2022: $02022Assets 2023: $168,168Liabilities 2023: $0Net Assets 2023: $168,1682023Assets 2024: $214,881Liabilities 2024: $02024Assets 2025: $242,848Liabilities 2025: $0Net Assets 2025: $242,8482025

Highlighted filing

2016

Assets$174,520
Liabilities$0
Net Assets$174,520

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $41,696Expenses 2012: $35,629Net Income 2012: $6,0672012Revenue 2013: $50,643Expenses 2013: $25,969Net Income 2013: $24,6742013Revenue 2014: $133,792Expenses 2014: $138,975Net Income 2014: -$5,1832014Revenue 2015: $48,349Expenses 2015: $35,747Net Income 2015: $12,6022015Revenue 2016: $59,908Expenses 2016: $46,178Net Income 2016: $13,7302016Revenue 2017: $44,885Expenses 2017: $57,231Net Income 2017: -$12,3462017Revenue 2018: $58,326Expenses 2018: $32,101Net Income 2018: $26,2252018Revenue 2019: $60,615Expenses 2019: $21,954Net Income 2019: $38,6612019Revenue 2020: $75,937Expenses 2020: $177,149Net Income 2020: -$101,2122020Revenue 2021: $29,151Expenses 2021: $19,969Net Income 2021: $9,1822021Revenue 2022: $49,791Expenses 2022: $34,373Net Income 2022: $15,4182022Revenue 2023: $109,181Expenses 2023: $88,600Net Income 2023: $20,5812023Revenue 2024: $111,838Expenses 2024: $65,125Net Income 2024: $46,7132024Revenue 2025: $70,916Expenses 2025: $42,949Net Income 2025: $27,9672025

Highlighted filing

2016

Revenue$59,908
Expenses$46,178
Net Income$13,730
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$88,222
Mission and Program Overview

Mission

Club service, vocational service, community service and international serivce

Program Services

DescriptionGrantsExpenses
ONGOING SERVICE AND SUPPORT OF CLUB, VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE PROJECTS$32,240$46,178
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD G BUTLERPresident-$0--
DARYL HEIBYVice-President-$0--
AMANDA S PARKERTreasurer-$0--
SHARON HOLTZSecretary-$0--
BETTY EMERLINGDirector-$0--
SAM GULLODirector-$0--
WES KLINEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Show$21,294$21,294-$21,294
Arts Council Booth$10,500$10,500-$10,500
Total Events$76,459$76,459$28,314$48,145
Filing and Contact Details

Filer

Filer Name
Perry Rotary Foundation Inc
EIN
16-6053172
Phone
5852376550
Address
PO BOX 339, PERRY, NY 14530

Signing Officer

Name
Amanda Parker
Title
Treasurer
Phone
5852376550
Signed
2016-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Parker & Lubanski Cpas Llp
Address
2 BORDEN AVENUE SUITE 203, PERRY, NY 14530-1527
Preparer
Jennifer Lubanski CPA
Phone
5852376550
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 188.

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

Activity classification: charitable. Grantee name: rotary scholarship. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 06/30/16. Amount given: 2,000.

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

Activity classification: charitable. Grantee name: operation santa claus. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 10/01/15. Amount given: 250.

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

Activity classification: charitable. Grantee name: dictionary project. Grantee address: rd perry warsaw letchworth, ny 14530. Grantee relationship: none. Property description: dictionaries. Method used to determine book value: cost. Method used to determine fmv: cost. Date of gift: 09/09/15. Amount given: 480.

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

Activity classification: charitable. Grantee name: student enrichment. Grantee address: rd perry warsaw letchworth, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 09/09/15. Amount given: 3,000.

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

Activity classification: charitable. Grantee name: last night perry. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 01/25/16. Amount given: 500.

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

Activity classification: charitable. Grantee name: rotary scholarship. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 01/25/16. Amount given: 3,000.

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

Activity classification: charitable. Grantee name: rotary scholarship. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 05/10/16. Amount given: 3,000.

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

Activity classification: charitable. Grantee name: shake on the lake. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 07/15/15. Amount given: 500.

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

Activity classification: charitable. Grantee name: ymca. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 03/31/16. Amount given: 20,000.

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

Activity classification: charitable. Grantee name: pmsa. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 11/15/15. Amount given: 200.

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

Activity classification: charitable. Grantee name: arts council . Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 09/09/15. Amount given: 500.

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

Activity classification: charitable. Grantee name: perry central school. Grantee address: rd perry, ny 14530. Grantee relationship: none. Property description: cash. Date of gift: 08/10/15. Amount given: 810. Total included on form 990-ez, line 10: 34,240.

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

Description: membership. Amount: 3,600. Description: nys filing fee. Amount: 50. Description: office. Amount: 115. Description: misc. Amount: 95. Description: insurance. Amount: 285. Description: warehouse expenses. Amount: 1,608. Total to form 990-ez, line 16: 5,753.

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

Description: due from perry rotary club. Beg. Of year amount: 5,476. End of year amount: 5,476. Description: building deposit. Beg. Of year amount: 0. End of year amount: 500.

Raw XML Appendix238 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ROTARY SCHOLARSHIP. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/16. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: OPERATION SANTA CLAUS. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/01/15. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: DICTIONARY PROJECT. GRANTEE ADDRESS: RD PERRY WARSAW LETCHWORTH, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: DICTIONARIES. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. DATE OF GIFT: 09/09/15. AMOUNT GIVEN: 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: STUDENT ENRICHMENT. GRANTEE ADDRESS: RD PERRY WARSAW LETCHWORTH, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/09/15. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: LAST NIGHT PERRY. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/25/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ROTARY SCHOLARSHIP. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/25/16. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ROTARY SCHOLARSHIP. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/10/16. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SHAKE ON THE LAKE. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/15/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: YMCA. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/31/16. AMOUNT GIVEN: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PMSA. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/15/15. AMOUNT GIVEN: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ARTS COUNCIL . GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/09/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PERRY CENTRAL SCHOOL. GRANTEE ADDRESS: RD PERRY, NY 14530. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/10/15. AMOUNT GIVEN: 810. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DESCRIPTION: MEMBERSHIP. AMOUNT: 3,600. DESCRIPTION: NYS FILING FEE. AMOUNT: 50. DESCRIPTION: OFFICE. AMOUNT: 115. DESCRIPTION: MISC. AMOUNT: 95. DESCRIPTION: INSURANCE. AMOUNT: 285. DESCRIPTION: WAREHOUSE EXPENSES. AMOUNT: 1,608. TOTAL TO FORM 990-EZ, LINE 16: 5,753.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: DUE FROM PERRY ROTARY CLUB. BEG. OF YEAR AMOUNT: 5,476. END OF YEAR AMOUNT: 5,476. DESCRIPTION: BUILDING DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 500.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART II, LINE 24 - OTHER 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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05852376550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0166053172
ReturnHeader/Filer/PhoneNum05852376550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 339
ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465748535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKER & LUBANSKI CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 BORDEN AVENUE SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0145301527
ReturnHeader/PreparerPersonGrp/PhoneNum05852376550
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LUBANSKI CPA
ReturnHeader/ReturnTs02016-08-22T11:07:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.71$0.43$0.28
2024Summary only. Only limited summary data is available for this year.$2.15$0.00$1.12$0.65$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.09$0.89$0.21
2022Summary only. Only limited summary data is available for this year.$1.50$0.00$0.50$0.34$0.15
2021Summary only. Only limited summary data is available for this year.$1.35$0.00$0.29$0.20$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.76$1.77$1.01
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.61$0.22$0.39
2018Summary only. Only limited summary data is available for this year.$1.88$0.00$0.58$0.32$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.01$1.62$0.45$0.57$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.60$0.46$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.48$0.36$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.34$1.39$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.51$0.26$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.42$0.36$0.06