Civic Intelligence

Pottstown Rotary Community Endowment Fund

990EZ • Fiscal year 2022 • EIN 20-5298285

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

Organization Profile
152 E High St Ste 360Pottstown, PA 19464

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

45%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$265,987

Up $10,231 (+4.0%) from 2021

Net Assets

Up

$265,987

Up $10,231 (+4.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin92nd percentile

Revenue

Up

$33,606

Up $10,503 (+45%) from 2021

Expenses

Up

$14,047

Up $7,334 (+109%) from 2021

Net Income

Up

$19,559

Up $3,169 (+19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2015: $83,036Liabilities 2015: $02015Assets 2016: $94,094Liabilities 2016: $02016Assets 2017: $122,399Liabilities 2017: $02017Assets 2018: $132,493Liabilities 2018: $02018Assets 2019: $164,260Liabilities 2019: $02019Assets 2020: $213,319Liabilities 2020: $02020Assets 2021: $255,756Liabilities 2021: $0Net Assets 2021: $255,7562021Assets 2022: $265,987Liabilities 2022: $0Net Assets 2022: $265,9872022Assets 2023: $297,200Liabilities 2023: $0Net Assets 2023: $297,2002023Assets 2024: $332,598Liabilities 2024: $0Net Assets 2024: $332,5982024

Highlighted filing

2022

Assets$265,987
Liabilities$0
Net Assets$265,987
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0Revenue 2015: $26,933Expenses 2015: $15,559Net Income 2015: $11,3742015Revenue 2016: $25,883Expenses 2016: $16,424Net Income 2016: $9,4592016Revenue 2017: $79,898Expenses 2017: $55,881Net Income 2017: $24,0172017Revenue 2018: $35,894Expenses 2018: $21,107Net Income 2018: $14,7872018Revenue 2019: $35,121Expenses 2019: $19,021Net Income 2019: $16,1002019Revenue 2020: $52,017Expenses 2020: $12,971Net Income 2020: $39,0462020Revenue 2021: $23,103Expenses 2021: $6,713Net Income 2021: $16,3902021Revenue 2022: $33,606Expenses 2022: $14,047Net Income 2022: $19,5592022Revenue 2023: $35,657Expenses 2023: $9,912Net Income 2023: $25,7452023Revenue 2024: $32,229Expenses 2024: $13,482Net Income 2024: $18,7472024

Highlighted filing

2022

Revenue$33,606
Expenses$14,047
Net Income$19,559
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$66,146
Mission and Program Overview

Mission

To provide humanitarian service encourage high ethical standards in all vocations and help build goodwill and peace in the community

Program Services

DescriptionGrantsExpenses
Various grants to individuals and organizations in Pottstown and surrounding communities$12,650-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike BrightPresident-$0--
Brian ParkesDirector-$0--
Len GieselerTreasurer-$0--
Lauren McCloskeyDirector-$0--
Peg WhittakerDirector-$0--
Doris WertmanDirector-$0--
Roger BaumanDirector-$0--
Mike McCarthyDirector-$0--
Kirsten GieselerDirector-$0--
Nicole MatzDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$31,355$14,005$1,293$12,712
Big Ticket Dinner$23,740$12,242$0$12,242
Total Events$61,195$26,247$32,540$-6,293
Filing and Contact Details

Filer

Filer Name
Pottstown Rotary Communityendowment Fund
EIN
20-5298285
Phone
0000000000
Address
152 E HIGH ST STE 360, POTTSTOWN, PA 19464

Signing Officer

Name
Mike Bright
Title
President
Phone
0000000000
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Zimmerman Law
Address
PO Box 227, 0, Pottstown, PA 19464
Preparer
Richard Zimmerman
Phone
7178082193
Supplemental Narrative

Additional Explanations

Schedule O:

“Part I, Line 10: $4550 in various small grants were made to individuals and organizations. Two grants totaling more $8100 were given to the Rotary Club of Pottstown, P.O. Box 227, Pottstown, PA 19464. The grants were given in furtherance of their charitable and service work in Pottstown and its surrounding communities. The Pottstown Rotary Community Endowment Fund was created by members of the Pottstown Rotary Club and its directors are elected by Rotary Club members, but the two organizations are distinct and operate independently of each other. Part I, Line 16: $758 insurance; $100 annual registration fee; $168 tax payment; $371 software. Part I, Line 20: Assets were decreased by $9328 to account for unrealized losses in the Pottstown Rotary Community Endowment Fund investment account with Charles Schwab & Co. Part III, Line 31: was $1000 was given in small grants to individuals in furtherance of their education in medical and health related fields. $250 was given in a small grant to Hobarts Run. $8100 was given to the Rotary Club of Pottstown in furtherance of its service and charitable work in the Pottstown area. $3000 was given to Beacon of Hope in furtherance of its charitable work with the homeless. $300 was given to Ringing Hill Fire Company for expenses related to its ladder truck.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I, Line 10: $4550 in various small grants were made to individuals and organizations. Two grants totaling more $8100 were given to the Rotary Club of Pottstown, P.O. Box 227, Pottstown, PA 19464. The grants were given in furtherance of their charitable and service work in Pottstown and its surrounding communities. The Pottstown Rotary Community Endowment Fund was created by members of the Pottstown Rotary Club and its directors are elected by Rotary Club members, but the two organizations are distinct and operate independently of each other. Part I, Line 16: $758 insurance; $100 annual registration fee; $168 tax payment; $371 software. Part I, Line 20: Assets were decreased by $9328 to account for unrealized losses in the Pottstown Rotary Community Endowment Fund investment account with Charles Schwab & Co. Part III, Line 31: was $1000 was given in small grants to individuals in furtherance of their education in medical and health related fields. $250 was given in a small grant to Hobarts Run. $8100 was given to the Rotary Club of Pottstown in furtherance of its service and charitable work in the Pottstown area. $3000 was given to Beacon of Hope in furtherance of its charitable work with the homeless. $300 was given to Ringing Hill Fire Company for expenses related to its ladder truck.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0152 E HIGH ST STE 360
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041744353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Zimmerman Law
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt00
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pottstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019464
ReturnHeader/PreparerPersonGrp/PhoneNum07178082193
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Zimmerman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-10T21:30:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mike
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bright
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,987
Liabilities
$0
Net assets
$265,987
Revenue
$33,606
Expenses
$14,047
Net income
$19,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.32$0.13$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.36$0.10$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.34$0.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.23$0.07$0.16
2020Summary only. Only limited summary data is available for this year.$2.13$0.00$0.52$0.13$0.39
2019Summary only. Only limited summary data is available for this year.$1.64$0.00$0.35$0.19$0.16
2018Summary only. Only limited summary data is available for this year.$1.32$0.00$0.36$0.21$0.15
2017Summary only. Only limited summary data is available for this year.$1.22$0.00$0.80$0.56$0.24
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.26$0.16$0.09
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.27$0.16$0.11