Civic Intelligence

Rotary Int'L MID-Atlantic Pets

990EZ • Fiscal year 2024 • EIN 20-0792103

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

38th percentile

-2.0%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-4.3%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$45,193

Down $50,560 (-53%) from 2023

Net Assets

Down

$45,193

Down $1,519 (-3.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$74,161

Down $3,336 (-4.3%) from 2023

Expenses

Down

$75,680

Down $7,269 (-8.8%) from 2023

Net Income

Up

-$1,519

Up $3,933 (+72%) from 2023

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

2024

Assets$45,193
Liabilities-
Net Assets$45,193

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

2024

Revenue$74,161
Expenses$75,680
Net Income-$1,519
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$74,161
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$2,206$75,680
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN KATARYNICKGeneral 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
Kevin Katarynick
Title
General Chair
Phone
4844590233
Signed
2024-11-14
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 2,365 pets alliance 3,172 training materials 2,352 conference speakers 2,000 equipment deprec 1,861 staff meetings 474 miscellaneous 140 total 12,364

Form 990-ez, Part I, Line 20

DEPR EXP 0

Form 990-ez, Part II, Line 24

Accounts receivable 1,093 0 equipment 10,327 10,327 less accumulated depreciation 6,603 8,464 venue deposits 5,000 10,000 prepaid insurance 0 414 total 9,817 12,277

Form 990-ez, Part II, Line 26

49,041 0

Raw XML Appendix108 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/BOYAmt085936
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02206
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1519
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045193
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02206
IRS990EZ/GrossReceiptsAmt074161
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045193
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045193
IRS990EZ/OccupancyRentUtltsAndMaintAmt059700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN KATARYNICK
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/BOYAmt09817
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012277
IRS990EZ/OtherExpensesTotalAmt012364
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING OF ROTARY CLUB PRESIDENTS
IRS990EZ/PrintingPublicationsPostageAmt01035
IRS990EZ/ProgramServiceRevenueAmt071925
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt03 DAY SEMINAR IS CONDUCTED ONCE A YEAR TO TRAIN INCOMING ROTARY CLUB PRESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075680
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt049041
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075680
IRS990EZ/TotalProgramServiceExpensesAmt075680
IRS990EZ/TotalRevenueAmt074161
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MID-ATLANTICROTARYPETS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES VIDEO PRODUCTION 2,365 PETS ALLIANCE 3,172 TRAINING MATERIALS 2,352 CONFERENCE SPEAKERS 2,000 EQUIPMENT DEPREC 1,861 STAFF MEETINGS 474 MISCELLANEOUS 140 TOTAL 12,364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPR EXP 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,093 0 EQUIPMENT 10,327 10,327 LESS ACCUMULATED DEPRECIATION 6,603 8,464 VENUE DEPOSITS 5,000 10,000 PREPAID INSURANCE 0 414 TOTAL 9,817 12,277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt349,041 0
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN KATARYNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04844590233
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02024-11-15T15:51:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings