Civic Intelligence

Rotary Int'L MID-Atlantic Pets

990EZ • Fiscal year 2023 • EIN 20-0792103

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 25, 2024

Organization ProfileWWW.MID-ATLANTICROTARYPETS.ORG
712 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

92nd percentile

0.51x

Higher debt load relative to assets than 92% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.63x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-7.0%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

84%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

16%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$95,753

Up $43,589 (+84%) from 2022

Net Assets

Down

$46,712

Down $5,452 (-10%) from 2022

Liabilities

$49,041

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin31st percentile

Revenue

Up

$77,497

Up $10,471 (+16%) from 2022

Expenses

Up

$82,949

Up $11,521 (+16%) from 2022

Net Income

Down

-$5,452

Down $1,050 (-24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2023

Assets$95,753
Liabilities$49,041
Net Assets$46,712
Open 2023 Filing

Operations Trend

Revenue Growth67th 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

2023

Revenue$77,497
Expenses$82,949
Net Income-$5,452
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 25, 2024
Return Version
2022v5.0
Gross Receipts
$77,497
Mission and Program Overview

Mission

Training of rotary club presidents

Program Services

DescriptionGrantsExpenses
3 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS$2,191$82,949
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

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

Filer

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

Signing Officer

Name
Hector Ortiz
Title
General Chair
Phone
4844590233
Signed
2024-04-25
Discuss with paid preparer
Yes

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 1,467 pets alliance 2,686 training materials 3,376 conference speakers 1,466 equipment deprec 2,581 music entertainment 300 board expenses 600 total 12,476”

Form 990-ez, Part I, Line 20

“DEPR EXP 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 1,093 equipment 10,327 10,327 less accumulated depreciation 4,022 6,603 venue deposits 5,300 5,000 prepaid insurance 418 0 total 12,023 9,817”

Form 990-ez, Part II, Line 26

“0 49,041”

Raw XML Appendix110 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/BOYAmt040141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085936
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02191
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5452
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052164
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095753
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02191
IRS990EZ/GrossReceiptsAmt077497
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052164
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052164
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046712
IRS990EZ/OccupancyRentUtltsAndMaintAmt066364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HECTOR ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1UNA MARTONE
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/BOYAmt012023
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09817
IRS990EZ/OtherExpensesTotalAmt012476
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING OF ROTARY CLUB PRESIDENTS
IRS990EZ/PrintingPublicationsPostageAmt01768
IRS990EZ/ProgramServiceRevenueAmt075282
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt03 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082949
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt049041
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082949
IRS990EZ/TotalProgramServiceExpensesAmt082949
IRS990EZ/TotalRevenueAmt077497
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MID-ATLANTICROTARYPETS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES VIDEO PRODUCTION 1,467 PETS ALLIANCE 2,686 TRAINING MATERIALS 3,376 CONFERENCE SPEAKERS 1,466 EQUIPMENT DEPREC 2,581 MUSIC ENTERTAINMENT 300 BOARD EXPENSES 600 TOTAL 12,476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPR EXP 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 1,093 EQUIPMENT 10,327 10,327 LESS ACCUMULATED DEPRECIATION 4,022 6,603 VENUE DEPOSITS 5,300 5,000 PREPAID INSURANCE 418 0 TOTAL 12,023 9,817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30 49,041
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HECTOR ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04844590233
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INT'L MID-ATLANTIC PETS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0200792103
ReturnHeader/Filer/PhoneNum04844590233
ReturnHeader/Filer/USAddress/AddressLine1Txt0712 E BALTIMORE PIKE
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02024-04-30T12:19:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HECTOR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORTIZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,753
Liabilities
$49,041
Net assets
$46,712
Revenue
$77,497
Expenses
$82,949
Net income
-$5,452
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
2023Detailed filing. Detailed filing data is available for this year.$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