Civic Intelligence

Millbrook Rotary Foundation

990EZ • Fiscal year 2015 • EIN 20-1967721

Nov 01, 2014 to Oct 31, 2015 • Filed on Mar 12, 2016

Organization ProfileN/A
co Bondus Financial Serv POB 449Millbrook, NY 12545-0449

(845) 677-8234

Siviq Scores

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Balance Sheet

Assets

Up

$154,266

Up $5,942 (+4.0%) from 2014

Net Assets

Up

$154,266

Up $5,942 (+4.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Down

$29,857

Down $14,821 (-33%) from 2014

Expenses

Down

$23,915

Down $11,855 (-33%) from 2014

Net Income

Down

$5,942

Down $2,966 (-33%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$154,266
Liabilities$0
Net Assets$154,266
Open 2015 Filing

Operations Trend

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

2015

Revenue$29,857
Expenses$23,915
Net Income$5,942
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 12, 2016
Return Version
2014v6.0
Gross Receipts
$29,857
Mission and Program Overview

Mission

charitable and community projects

Program Services

DescriptionGrantsExpenses
New Years Eve Millbrook Family oriented music and performances for approx 1500 people-$25,189
sponsor Millbrook Literary Festival village wide celebration of books and authors-$2,556
HasBrouck Scholarship to local High School student pursuing college in environmental sci agriculture or education$2,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith BondusSecretary-$0--
Stacey LangenthalTreasurer-$0--
David BrinkerhoffPresident-$0--
Thomas StroupDirector-$0--
Bryan BunchDirector-$0--
Kim SweckDirector-$0--
Joan BurgessDirector-$0--
Filing and Contact Details

Filer

Filer Name
Millbrook Rotary Foundation
EIN
20-1967721
Address
co Bondus Financial Serv POB 449, Millbrook, NY 12545-0449

Signing Officer

Name
David Brinkerhoff
Title
President
Phone
8456778234
Signed
2016-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Bondus Financial Services
Address
PO Box 449, Millbrook, NY 12545
Preparer
Judith Bondus
Phone
8456778234
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity HasBrouck Scholarship Grantee Meredith Dignan Street c/o Millbrook CSD High School City, State, Zip Millbrook, NY 12545Relationship none Amount 1,000Activity Hasbrouck Scholarship prior yr reimb Maura Shanks Grantee c/o Millbrook CSD High School Street Millbrook City, State, Zip Millbrook, NY 12545Relationship none Activity New Years Eve Millbrook festival Grantee many performers & sound system Street Millbrook NY City, State, Zip Millbrook, NY 12545Relationship none Amount 22,745”

Description of other expenses Part I line 16

“Description Amountmisc 170”

Raw XML Appendix174 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/BooksInCareOfDetail/USAddress/CityNm0Millbrook
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Judith Bondus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacey Langenthal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Brinkerhoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thomas Stroup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bryan Bunch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kim Sweck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joan Burgess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0170
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0charitable and community projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0New Years Eve Millbrook Family oriented music and performances for approx 1500 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HasBrouck Scholarship to local High School student pursuing college in environmental sci agriculture or education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2sponsor Millbrook Literary Festival village wide celebration of books and authors
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12556
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023915
IRS990EZ/TotalProgramServiceExpensesAmt027745
IRS990EZ/TotalRevenueAmt029857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028836
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097235
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IRS990ScheduleA/InvestmentIncomeCYPct00.06000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity HasBrouck Scholarship Grantee Meredith Dignan Street c/o Millbrook CSD High School City, State, Zip Millbrook, NY 12545Relationship none Amount 1,000Activity Hasbrouck Scholarship prior yr reimb Maura Shanks Grantee c/o Millbrook CSD High School Street Millbrook City, State, Zip Millbrook, NY 12545Relationship none Activity New Years Eve Millbrook festival Grantee many performers & sound system Street Millbrook NY City, State, Zip Millbrook, NY 12545Relationship none Amount 22,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountmisc 170
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David Brinkerhoff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08456778234
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ReturnHeader/Filer/EIN0201967721
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Millbrook
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012545
ReturnHeader/PreparerPersonGrp/PhoneNum08456778234
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Judith Bondus
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-10T11:03:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,266
Liabilities
$0
Net assets
$154,266
Revenue
$29,857
Expenses
$23,915
Net income
$5,942
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