Civic Intelligence

Millbrook Rotary Foundation

990EZ • Fiscal year 2013 • EIN 20-1967721

Nov 01, 2012 to Oct 31, 2013 • Filed on Dec 15, 2013

Organization ProfileN/A
co Bondus Financial Serv POB 44912545-0449
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • NTEE P20 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • NTEE P20 • <$500k nonprofits • Source year 2013

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2013 filings • NTEE P20 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

49th percentile

5.8%

Faster asset growth than 49% of similar nonprofits.

2013 filings • NTEE P20 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • NTEE P20 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$141,116

Up $7,729 (+5.8%) from 2012

Net Assets

Up

$139,416

Up $7,229 (+5.5%) from 2012

Liabilities

Up

$1,700

Up $500 (+42%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin71st percentile

Revenue

Down

$43,795

Down $58,209 (-57%) from 2012

Expenses

Up

$36,566

Up $4,843 (+15%) from 2012

Net Income

Down

$7,229

Down $63,052 (-90%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2010: $62,227Net Assets 2010: $62,2272010Assets 2011: $61,906Liabilities 2011: $02011Assets 2012: $133,387Liabilities 2012: $1,200Net Assets 2012: $132,1872012Assets 2013: $141,116Liabilities 2013: $1,700Net Assets 2013: $139,4162013Assets 2014: $148,324Liabilities 2014: $0Net Assets 2014: $148,3242014Assets 2015: $154,266Liabilities 2015: $0Net Assets 2015: $154,2662015Assets 2016: $166,696Liabilities 2016: $0Net Assets 2016: $166,6962016Assets 2017: $105,791Net Assets 2017: $105,7912017Assets 2018: $108,560Net Assets 2018: $108,5602018Assets 2019: $112,557Net Assets 2019: $112,5572019Assets 2020: $112,415Net Assets 2020: $112,4152020Assets 2021: $108,712Liabilities 2021: $0Net Assets 2021: $108,7122021

Highlighted filing

2013

Assets$141,116
Liabilities$1,700
Net Assets$139,416
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $75,377Expenses 2010: $23,836Net Income 2010: $51,5412010Revenue 2011: $30,317Expenses 2011: $30,638Net Income 2011: -$3212011Revenue 2012: $102,004Expenses 2012: $31,723Net Income 2012: $70,2812012Revenue 2013: $43,795Expenses 2013: $36,566Net Income 2013: $7,2292013Revenue 2014: $44,678Expenses 2014: $35,770Net Income 2014: $8,9082014Revenue 2015: $29,857Expenses 2015: $23,915Net Income 2015: $5,9422015Revenue 2016: $43,992Expenses 2016: $31,562Net Income 2016: $12,4302016Revenue 2017: $7,836Expenses 2017: $68,741Net Income 2017: -$60,9052017Revenue 2018: $6,680Expenses 2018: $3,911Net Income 2018: $2,7692018Revenue 2019: $5,495Expenses 2019: $1,500Net Income 2019: $3,9952019Revenue 2020: $2,358Expenses 2020: $2,500Net Income 2020: -$1422020Revenue 2021: $5,397Expenses 2021: $9,100Net Income 2021: -$3,7032021

Highlighted filing

2013

Revenue$43,795
Expenses$36,566
Net Income$7,229
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Dec 15, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

charitable and community projects

Filing and Contact Details

Filer

EIN
20-1967721
Raw XML Appendix186 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/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
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IRS990EZ/ExcessOrDeficitForYear07229
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IRS990EZ/GrantsAndSimilarAmountsPaid036536
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Judith Bondus
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1John Genn
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2David Brinkerhoff
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Thomas Stroup
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Bryan Bunch
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Kim Sweck
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Joan Burgess
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal030
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0charitable and community projects
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0New Years Eve Millbrook Family oriented music and performances for approx 1500 people
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1HasBrouck Scholarship to local High School student pursuing college in environmental sci agriculture or education
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2school supplies for needy students in local schools also via food banks
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Other program services
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations01000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations17961
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations280
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses027495
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY01200
IRS990EZ/SumOfTotalLiabilities/EOY01700
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO Box 342
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Millbrook
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode012545
IRS990EZ/TheBooksAreInCareOf/NamePerson0John Genn
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08456778234
IRS990EZ/TotalAssets/BOY0133387
IRS990EZ/TotalAssets/EOY0141116
IRS990EZ/TotalExpenses036566
IRS990EZ/TotalProgramServiceExpenses027495
IRS990EZ/TotalRevenue043795
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear039074
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year097235
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years030158
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years075114
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years042729
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0284310
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear04721
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year04769
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0159
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0263
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years06
IRS990ScheduleA/GrossInvestmentIncome509/Total09918
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear04721
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0159
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0263
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years06
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IRS990ScheduleA/InvestmentIncomePercentage00.03370
IRS990ScheduleA/PriorYearSupportPercentage00.98080
IRS990ScheduleA/PriorYrInvestIncomePercentage00.01920
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.96630
IRS990ScheduleA/PublicSupportTotal5090284310
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IRS990ScheduleA/Total509/CurrentTaxYear039074
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IRS990ScheduleO/GeneralExplanation/Explanation0Activity HasBrouck Scholarship Grantee Maura Shanks Street c/o Millbrook CSD High School City, State, Zip Millbrook NY 12545 Relationship none Amount 1,000 Activity disaster relief tents & deployment Grantee Shelter Box USA Street 8374 Market Street, Suite 203 City, State, Zip Bradenton FL 34202 Relationship none Amount 80 Activity donation for school supplies Grantee Upton Lake Christian Academy City, State, Zip Millbrook NY 12545 Relationship none Amount 100 Activity school supplies Grantee Millbrook & Webutuck CSD; Street also small amount to food pantries City, State, Zip Millbrook NY 12545 Relationship none Amount 7,861 City, State, Zip Millbrook NY Activity New Years Eve Millbrook festival Grantee many individuals City, State, Zip Millbrook NY 12545 Relationship none Amount 27,495
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount office expenses 30
IRS990ScheduleO/GeneralExplanation/Explanation2Category Beginning of Year End of Year Rotary Club of Millbrook 1,200 1,700
IRS990ScheduleO/GeneralExplanation/Explanation3$80 Shelter Box USA contributions received and donated. This is an charity that provides disaster services around the world. Address: see sch O.
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/Identifier3O04
IRS990ScheduleO/GeneralExplanation/ReturnReference0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1Description of other expenses Part I line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Description of total liabilities Part II line 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other program services Part III line 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0201967721
ReturnHeader/Filer/Name/BusinessNameLine10Millbrook Rotary Foundation
ReturnHeader/Filer/NameControl0MILL
ReturnHeader/Filer/USAddress/AddressLine10co Bondus Financial Serv POB 449
ReturnHeader/Filer/USAddress/City0Millbrook
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0125450449
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-12-15
ReturnHeader/Officer/Name0David Brinkerhoff
ReturnHeader/Officer/Phone08456778234
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-12-08
ReturnHeader/PreparerFirm/EIN0203901208
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bondus Financial Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 449 27 Weatherford Lane
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Millbrook
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012545
ReturnHeader/Preparer/Name0Judith Bondus
ReturnHeader/Preparer/Phone08456778234
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-08T08:43:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$141,116
Liabilities
$1,700
Net assets
$139,416
Revenue
$43,795
Expenses
$36,566
Net income
$7,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.02$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.05$0.02$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.08$0.69$0.61
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.44$0.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.30$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.45$0.36$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.02$1.39$0.44$0.37$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.01$1.32$1.02$0.32$0.70
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.30$0.31$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$0.75$0.24$0.52