Civic Intelligence

Rotary Int'L MID-Atlantic Pets

990EZ • Fiscal year 2021 • EIN 20-0792103

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 01, 2022

Organization ProfileWWW.MID-ATLANTICROTARYPETS.ORG
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

47%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-71%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,566

Up $18,204 (+47%) from 2020

Net Assets

Up

$56,566

Up $18,204 (+47%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$20,223

Down $48,563 (-71%) from 2020

Expenses

Down

$2,019

Down $62,506 (-97%) from 2020

Net Income

Up

$18,204

Up $13,943 (+327%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2021

Assets$56,566
Liabilities-
Net Assets$56,566
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

2021

Revenue$20,223
Expenses$2,019
Net Income$18,204
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.0
Gross Receipts
$20,223
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-$1,199
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HECTOR ORTIZGeneral ChaiPT$0--
BILL DONNELLYExecutive Tr-$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
Hector Ortiz
Title
General Chair
Phone
4844590233
Signed
2022-02-01

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
712 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 video production 85 pets alliance 50 non-investment depreciation 720 total 855”

Form 990-ez, Part I, Line 20

“Depr exp -720 book / tax depreciation difference 720”

Form 990-ez, Part II, Line 24

“Equipment 2,881 2,881 less accumulated depreciation 720 1,440 venue deposits 2,000 2,000 prepaid insurance 404 0 total 4,565 3,441”

Raw XML Appendix105 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0HECTOR ORTIZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1BILL DONNELLY
CompensationExplanation/CompensationExplanationGrp/PersonNm2BONNIE KORENGEL
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/BOYAmt033797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018204
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038362
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056566
IRS990EZ/GrossReceiptsAmt020223
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038362
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038362
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056566
IRS990EZ/OccupancyRentUtltsAndMaintAmt0924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HECTOR ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL DONNELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE KORENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GENERAL CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04565
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03441
IRS990EZ/OtherExpensesTotalAmt0855
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING OF ROTARY CLUB PRESIDENTS
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramServiceRevenueAmt020175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01199
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02019
IRS990EZ/TotalProgramServiceExpensesAmt01199
IRS990EZ/TotalRevenueAmt020223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MID-ATLANTICROTARYPETS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES VIDEO PRODUCTION 85 PETS ALLIANCE 50 NON-INVESTMENT DEPRECIATION 720 TOTAL 855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPR EXP -720 BOOK / TAX DEPRECIATION DIFFERENCE 720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 2,881 2,881 LESS ACCUMULATED DEPRECIATION 720 1,440 VENUE DEPOSITS 2,000 2,000 PREPAID INSURANCE 404 0 TOTAL 4,565 3,441
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HECTOR ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04844590233
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
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/PreparerFirmGrp/PreparerFirmEIN0823840465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UMBREIT WILECZEK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0712 E BALTIMORE PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNETT SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019348
ReturnHeader/PreparerPersonGrp/PhoneNum06104443222
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02022-04-07T06:00:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HECTOR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORTIZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,566
Liabilities
-
Net assets
$56,566
Revenue
$20,223
Expenses
$2,019
Net income
$18,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.0$37.0$80.3$88.4$8.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.2$45.2$74.2$75.7$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.8$49.0$46.7$77.5$82.9$5.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$52.2$67.0$71.4$4.40
2021Detailed filing. Detailed filing data is available for this year.$56.6$56.6$20.2$2.02$18.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$38.4$68.8$64.5$4.26
2019Detailed filing. Detailed filing data is available for this year.$34.1$34.1$72.1$65.4$6.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$27.4$67.8$65.8$1.97