Civic Intelligence

Rotary Int'L MID-Atlantic Pets

990EZ • Fiscal year 2019 • EIN 20-0792103

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2020

714 E Baltimore PikeKennett Square, PA 19348

(484) 459-0233

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

64th percentile

9.3%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

6.3%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$34,101

Up $6,731 (+25%) from 2018

Net Assets

Up

$34,101

Up $6,731 (+25%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,090

Up $4,294 (+6.3%) from 2018

Expenses

Down

$65,359

Down $467 (-0.7%) from 2018

Net Income

Up

$6,731

Up $4,761 (+242%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2018: $27,370Net Assets 2018: $27,3702018Assets 2019: $34,101Net Assets 2019: $34,1012019Assets 2020: $38,362Net Assets 2020: $38,3622020Assets 2021: $56,566Net Assets 2021: $56,5662021Assets 2022: $52,164Net Assets 2022: $52,1642022Assets 2023: $95,753Liabilities 2023: $49,041Net Assets 2023: $46,7122023Assets 2024: $45,193Net Assets 2024: $45,1932024Assets 2025: $37,014Net Assets 2025: $37,0142025

Highlighted filing

2019

Assets$34,101
Liabilities-
Net Assets$34,101

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $67,796Expenses 2018: $65,826Net Income 2018: $1,9702018Revenue 2019: $72,090Expenses 2019: $65,359Net Income 2019: $6,7312019Revenue 2020: $68,786Expenses 2020: $64,525Net Income 2020: $4,2612020Revenue 2021: $20,223Expenses 2021: $2,019Net Income 2021: $18,2042021Revenue 2022: $67,026Expenses 2022: $71,428Net Income 2022: -$4,4022022Revenue 2023: $77,497Expenses 2023: $82,949Net Income 2023: -$5,4522023Revenue 2024: $74,161Expenses 2024: $75,680Net Income 2024: -$1,5192024Revenue 2025: $80,254Expenses 2025: $88,433Net Income 2025: -$8,1792025

Highlighted filing

2019

Revenue$72,090
Expenses$65,359
Net Income$6,731
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.2
Gross Receipts
$72,090
Mission and Program Overview

Mission

Training of rotary club presidents

Program Services

DescriptionGrantsExpenses
2 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS-$65,359
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HECTOR ORTIZGeneral ChaiPT$0--
BONNIE KORENGELTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
ROTARY INT'L MID-ATLANTIC PETS
EIN
20-0792103
Phone
4844590233
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348

Signing Officer

Name
Bonnie Korengel
Title
Treasurer
Phone
4844590233
Signed
2020-01-15

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Kathleen a Wileczek CPA
Phone
6104443222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses fees 72 staff training 1,522 pets alliance 2,445 training materials 3,063 conference speakers 316 speaker transportation 319 total 7,737

Form 990-ez, Part II, Line 24

Venue deposits 3,000 2,000 total 3,000 2,000

Raw XML Appendix100 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BONNIE KORENGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04844590233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 CRESTVIEW DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENNETT SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024370
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06731
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027370
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034101
IRS990EZ/GrossReceiptsAmt072090
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0215
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027370
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034101
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027370
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034101
IRS990EZ/OccupancyRentUtltsAndMaintAmt055939
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HECTOR ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE KORENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GENERAL CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt07737
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING OF ROTARY CLUB PRESIDENTS
IRS990EZ/PrintingPublicationsPostageAmt01683
IRS990EZ/ProgramServiceRevenueAmt071875
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065359
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065359
IRS990EZ/TotalProgramServiceExpensesAmt065359
IRS990EZ/TotalRevenueAmt072090
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MID-ATLANTICROTARYPETS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FEES 72 STAFF TRAINING 1,522 PETS ALLIANCE 2,445 TRAINING MATERIALS 3,063 CONFERENCE SPEAKERS 316 SPEAKER TRANSPORTATION 319 TOTAL 7,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VENUE DEPOSITS 3,000 2,000 TOTAL 3,000 2,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE KORENGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04844590233
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INT'L MID-ATLANTIC PETS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0200792103
ReturnHeader/Filer/PhoneNum04844590233
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 E BALTIMORE PIKE
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA40A16C56311F5D45B8B07F8858867961EF522D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046FB5B14FD1C9B6F22AE506D3460D9DB220C704B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.93.19.209
ReturnHeader/FilingSecurityInformation/IPDt02020-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:05:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823840465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UMBREIT WILECZEK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0714 E BALTIMORE PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNETT SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019348
ReturnHeader/PreparerPersonGrp/PhoneNum06104443222
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02020-01-30T13:05:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings