Civic Intelligence

Perry Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 16-6053172

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

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

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-133%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$125,848

Down $101,212 (-45%) from 2019

Net Assets

Down

$125,848

Down $101,212 (-45%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$75,937

Up $15,322 (+25%) from 2019

Expenses

Up

$177,149

Up $155,195 (+707%) from 2019

Net Income

Down

-$101,212

Down $139,873 (-362%) from 2019

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

2020

Assets$125,848
Liabilities$0
Net Assets$125,848

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

2020

Revenue$75,937
Expenses$177,149
Net Income-$101,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$96,142
Mission and Program Overview

Mission

Club service, vocational service, community service and international serivce

Club vocational and community svc

Program Services

DescriptionGrantsExpenses
ONGOING SERVICE AND SUPPORT OF CLUB, VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE PROJECTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARYL HEIBYVice-President-$0--
AMANDA S PARKERTreasurer-$0--
SAMUEL GULLOPresident-$0--
WES KLINEDirector-$0--
BETTY EMERLINGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Show$19,901$19,901-$19,901
Arts Council$11,161$11,161-$11,161
Total Events$57,122$57,122$20,205$36,917
Filing and Contact Details

Filer

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

Signing Officer

Name
Amanda S Parker
Title
Treasurer
Phone
5852376550
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Parker & Lubanski CPAs LLP
Address
2 Borden Avenue-Suite 203, Perry, NY 14530
Preparer
Jennifer Lubanski CPA
Phone
5852376550
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountmiscellaneous 1,000

List of grants and similar amounts paid Part I line 10

Activity charitable grantee perry public beach street rd city, state, zip perry, ny 14530relationship none amount 100,000activity charitable grantee operation santa claus street rd city, state, zip perry, ny 14530relationship none amount 250activity charitable grantee dictionary project street rd city, state, zip perry, ny 14530relationship none amount 648activity charitable grantee school milk fund street rd city, state, zip perry, ny 14530relationship none amount 2,500activity charitable grantee last night perry street rd city, state, zip perry, ny 14530relationship none amount 500activity charitable grantee rotary scholarship street rd city, state, zip perry, ny 14530relationship none amount 3,000activity charitable grantee student enrichment programs street rd city, state, zip perry, ny 14530relationship none amount 3,500activity charitable grantee shake on the lake street rd city, state, zip perry, ny 14530relationship none amount 2,000activity charitable grantee boy scouts street rd city, state, zip perry, ny 14530relationship none amount 300activity charitable grantee warsaw food pantry street rd city, state, zip warsaw, ny 14569relationship none amount 1,000activity charitable grantee silver springs food pantry street rd city, state, zip silver springs, ny 14550relationship none amount 500activity charitable grantee castile food pantry street rd city, state, zip castile, ny 14427relationship none amount 500activity charitable grantee perry main street asssociation street po box 186 city, state, zip perry, ny 14530relationship none amount 52,312activity charitable grantee olive & inc llc street 22 main street north city, state, zip perry, ny 14530relationship none amount 1,075activity charitable grantee community action food pantry street 6470 route 20a city, state, zip perry, ny 14530relationship none amount 1,000activity charitable grantee little hive llc street rd city, state, zip avon, ny 14414relationship none amount 375activity charitable grantee perry shopper street 75 south main street city, state, zip perry, ny 14530relationship none amount 202activity charitable grantee caring about perry street rd city, state, zip perry, ny 14530relationship none amount 1,285

Description of other expenses Part I line 16

Description amountmembership 4,020office 435misc 670nys filing fee 50bank fees 10compliance 500insurance 432

Description of other assets Part II line 24

Category beginning of year end of yearbuilding deposit 4,041 4,041due from perry rotary club 2,746 2,861

Personal benefit contract statement Part V

The 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.

Raw XML Appendix204 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/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY EMERLING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06787
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06902
IRS990EZ/OtherExpensesTotalAmt06117
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CLUB VOCATIONAL AND COMMUNITY SVC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONGOING SERVICE AND SUPPORT OF CLUB, VOCATIONAL, COMMUNITY AND INTERNATIONAL SERVICE PROJECTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt036917
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0177149
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt075937
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038010
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064275
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0188
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057122
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0701
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0685
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01685
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99400
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CHARITABLE GRANTEE PERRY PUBLIC BEACH STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 100,000ACTIVITY CHARITABLE GRANTEE OPERATION SANTA CLAUS STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 250ACTIVITY CHARITABLE GRANTEE DICTIONARY PROJECT STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 648ACTIVITY CHARITABLE GRANTEE SCHOOL MILK FUND STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 2,500ACTIVITY CHARITABLE GRANTEE LAST NIGHT PERRY STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 500ACTIVITY CHARITABLE GRANTEE ROTARY SCHOLARSHIP STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 3,000ACTIVITY CHARITABLE GRANTEE STUDENT ENRICHMENT PROGRAMS STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 3,500ACTIVITY CHARITABLE GRANTEE SHAKE ON THE LAKE STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 2,000ACTIVITY CHARITABLE GRANTEE BOY SCOUTS STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 300ACTIVITY CHARITABLE GRANTEE WARSAW FOOD PANTRY STREET RD CITY, STATE, ZIP WARSAW, NY 14569RELATIONSHIP NONE AMOUNT 1,000ACTIVITY CHARITABLE GRANTEE SILVER SPRINGS FOOD PANTRY STREET RD CITY, STATE, ZIP SILVER SPRINGS, NY 14550RELATIONSHIP NONE AMOUNT 500ACTIVITY CHARITABLE GRANTEE CASTILE FOOD PANTRY STREET RD CITY, STATE, ZIP CASTILE, NY 14427RELATIONSHIP NONE AMOUNT 500ACTIVITY CHARITABLE GRANTEE PERRY MAIN STREET ASSSOCIATION STREET PO BOX 186 CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 52,312ACTIVITY CHARITABLE GRANTEE OLIVE & INC LLC STREET 22 MAIN STREET NORTH CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,075ACTIVITY CHARITABLE GRANTEE COMMUNITY ACTION FOOD PANTRY STREET 6470 ROUTE 20A CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,000ACTIVITY CHARITABLE GRANTEE LITTLE HIVE LLC STREET RD CITY, STATE, ZIP AVON, NY 14414RELATIONSHIP NONE AMOUNT 375ACTIVITY CHARITABLE GRANTEE PERRY SHOPPER STREET 75 SOUTH MAIN STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 202ACTIVITY CHARITABLE GRANTEE CARING ABOUT PERRY STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBERSHIP 4,020OFFICE 435MISC 670NYS FILING FEE 50BANK FEES 10COMPLIANCE 500INSURANCE 432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARBUILDING DEPOSIT 4,041 4,041DUE FROM PERRY ROTARY CLUB 2,746 2,861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Personal benefit contract statement Part V
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/PreparerPersonGrp/PhoneNum05852376550
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LUBANSKI CPA
ReturnHeader/ReturnTs02020-11-04T11:05:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits