Civic Intelligence

Perry Rotary Foundation Inc.

990EZ • Fiscal year 2024 • EIN 16-6053172

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 27, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

2.4%

Faster revenue growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$214,881

Flat from 2024

Net Assets

$214,881

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2024

Revenue

Flat

$111,838

Flat from 2024

Expenses

Flat

$65,125

Flat from 2024

Net Income

Flat

$46,713

Flat from 2024

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: $0Net Assets 2024: $214,8812024Assets 2024: $214,881Liabilities 2024: $02024Assets 2025: $242,848Liabilities 2025: $0Net Assets 2025: $242,8482025

Highlighted filing

2024

Assets$214,881
Liabilities$0
Net Assets$214,881

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 2024: $111,838Expenses 2024: $65,125Net Income 2024: $46,7132024Revenue 2025: $70,916Expenses 2025: $42,949Net Income 2025: $27,9672025

Highlighted filing

2024

Revenue$111,838
Expenses$65,125
Net Income$46,713
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 27, 2024
Return Version
2023v5.1
Gross Receipts
$133,008
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$55,007$65,125
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$25,247$25,247-$25,247
Rotary Show$19,800$19,800-$19,800
Total Events$84,891$84,891$21,170$63,721
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
2024-08-27
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 amountrounding 1

List of grants and similar amounts paid Part I line 10

Activity charitable grantee girl scouts of western new york street 5 jackson street city, state, zip batavia, ny 14020relationship none amount 775activity charitable grantee operation santa claus street rd city, state, zip warsaw, ny 14569relationship none amount 250activity charitable grantee dictionary project street rd city, state, zip perry, ny 14530relationship none amount 768activity charitable grantee shake on the lake street po box 57 city, state, zip silver lake, ny 14549relationship none amount 2,500activity charitable grantee suzannes comfort care street 167 n main street city, state, zip perry, ny 14530relationship none amount 2,800activity charitable grantee first congregational church of perrstreet 7205 st rte 20a city, state, zip perry, ny 14530relationship none amount 5,000activity charitable grantee rotary scholarship street rd city, state, zip perry, ny 14530relationship none amount 3,500activity charitable grantee student enrichment programs street rd city, state, zip perry, ny 14530relationship none amount 3,500activity charitable grantee perry veterans memorial associationstreet 64 lake street city, state, zip perry, ny 14530relationship none amount 20,000activity charitable grantee caring about perry street rd city, state, zip perry, ny 14530relationship none amount 1,200activity charitable grantee village of perry street 46 north main street city, state, zip perry, ny 14530relationship none amount 12,214activity charitable grantee perry garden club street rd city, state, zip perry, ny 14530relationship none amount 2,500

Description of other expenses Part I line 16

Description amountmembership 7,100office 101advertising 200nys filing fee 75bank charges 167insurance 432

Description of other assets Part II line 24

Category beginning of year end of yearbuilding deposit 4,041 4,041

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 Appendix223 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/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CHARITABLE GRANTEE GIRL SCOUTS OF WESTERN NEW YORK STREET 5 JACKSON STREET CITY, STATE, ZIP BATAVIA, NY 14020RELATIONSHIP NONE AMOUNT 775ACTIVITY CHARITABLE GRANTEE OPERATION SANTA CLAUS STREET RD CITY, STATE, ZIP WARSAW, NY 14569RELATIONSHIP NONE AMOUNT 250ACTIVITY CHARITABLE GRANTEE DICTIONARY PROJECT STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 768ACTIVITY CHARITABLE GRANTEE SHAKE ON THE LAKE STREET PO BOX 57 CITY, STATE, ZIP SILVER LAKE, NY 14549RELATIONSHIP NONE AMOUNT 2,500ACTIVITY CHARITABLE GRANTEE SUZANNES COMFORT CARE STREET 167 N MAIN STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 2,800ACTIVITY CHARITABLE GRANTEE FIRST CONGREGATIONAL CHURCH OF PERRSTREET 7205 ST RTE 20A CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 5,000ACTIVITY CHARITABLE GRANTEE ROTARY SCHOLARSHIP STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 3,500ACTIVITY CHARITABLE GRANTEE STUDENT ENRICHMENT PROGRAMS STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 3,500ACTIVITY CHARITABLE GRANTEE PERRY VETERANS MEMORIAL ASSOCIATIONSTREET 64 LAKE STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 20,000ACTIVITY CHARITABLE GRANTEE CARING ABOUT PERRY STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 1,200ACTIVITY CHARITABLE GRANTEE VILLAGE OF PERRY STREET 46 NORTH MAIN STREET CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 12,214ACTIVITY CHARITABLE GRANTEE PERRY GARDEN CLUB STREET RD CITY, STATE, ZIP PERRY, NY 14530RELATIONSHIP NONE AMOUNT 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBERSHIP 7,100OFFICE 101ADVERTISING 200NYS FILING FEE 75BANK CHARGES 167INSURANCE 432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARBUILDING DEPOSIT 4,041 4,041
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/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/PreparerPersonGrp/PhoneNum05852376550
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Lubanski CPA
ReturnHeader/ReturnTs02024-08-27T07:54:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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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
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.12$0.65$0.47
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