Civic Intelligence

Perry Rotary Foundation Inc.

990EZ • Fiscal year 2022 • EIN 16-6053172

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 03, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

71%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$150,448

Flat from 2022

Net Assets

$150,448

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue

Flat

$49,791

Flat from 2022

Expenses

Flat

$34,373

Flat from 2022

Net Income

Flat

$15,418

Flat from 2022

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: $0Net Assets 2022: $150,4482022Assets 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

2022

Assets$150,448
Liabilities$0
Net Assets$150,448

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 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

2022

Revenue$49,791
Expenses$34,373
Net Income$15,418
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 3, 2022
Return Version
2021v4.2
Gross Receipts
$71,758
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$19,423$34,373
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--
DON OGEENDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Show$26,440$26,440-$26,440
Rotary Show$22,569$22,569-$22,569
Total Events$63,862$63,862$21,967$41,895
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
2022-10-03
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 amountrefunded fees 10

List of grants and similar amounts paid Part I line 10

Activity charitable grantee natural heritage trust street 625 broadway city, state, zip albany, ny 12207relationship none amount 5,000activity 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 588activity charitable grantee perry central school drama club street 33 watkins ave city, state, zip perry, ny 14530relationship none amount 85activity charitable grantee arts council for wyoming county street 31 south main street city, state, zip perry, ny 14530relationship none amount 1,500activity 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 caring about perry street rd city, state, zip perry, ny 14530relationship none amount 1,000activity charitable grantee village of perry street 46 north main street city, state, zip perry, ny 14530relationship none amount 2,000activity charitable grantee shake on the lake street po box 57 city, state, zip silver lake, ny 14549relationship none amount 2,500

Description of other expenses Part I line 16

Description amountmembership 4,519office 3,532nys filing fee 50insurance 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 2,861 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 Appendix216 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06902
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06902
IRS990EZ/OtherExpensesTotalAmt08533
IRS990EZ/OtherRevenueTotalAmt010
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CLUB VOCATIONAL AND COMMUNITY SVC
IRS990EZ/PrintingPublicationsPostageAmt04800
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019423
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021967
IRS990EZ/SpecialEventsNetIncomeLossAmt041895
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034373
IRS990EZ/TotalProgramServiceExpensesAmt034373
IRS990EZ/TotalRevenueAmt049791
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063862
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032335
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROTARY SHOW
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREFUNDED FEES 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CHARITABLE GRANTEE NATURAL HERITAGE TRUST STREET 625 BROADWAY CITY, STATE, ZIP ALBANY, NY 12207RELATIONSHIP NONE AMOUNT 5,000ACTIVITY 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 588ACTIVITY CHARITABLE GRANTEE PERRY CENTRAL SCHOOL DRAMA CLUB STREET 33 WATKINS AVE CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 85ACTIVITY CHARITABLE GRANTEE ARTS COUNCIL FOR WYOMING COUNTY STREET 31 SOUTH MAIN STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,500ACTIVITY 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 CARING ABOUT PERRY STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,000ACTIVITY CHARITABLE GRANTEE VILLAGE OF PERRY STREET 46 NORTH MAIN STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 2,000ACTIVITY CHARITABLE GRANTEE SHAKE ON THE LAKE STREET PO BOX 57 CITY, STATE, ZIP SILVER LAKE, NY 14549RELATIONSHIP NONE AMOUNT 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBERSHIP 4,519OFFICE 3,532NYS FILING FEE 50INSURANCE 432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARBUILDING DEPOSIT 4,041 4,041DUE FROM PERRY ROTARY CLUB 2,861 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA S PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05852376550
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-03
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ReturnHeader/Filer/EIN0166053172
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ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014530
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Borden Avenue-Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perry
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014530
ReturnHeader/PreparerPersonGrp/PhoneNum05852376550
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LUBANSKI CPA
ReturnHeader/ReturnTs02022-10-03T09:31:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARKER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.50$0.34$0.15
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