Civic Intelligence

Medford-Vincentown Rotary Foundation In

EIN 22-3116292 • 501(c)3 • Marlton, NJ

Profile

To provide scholarships and other worty projects in the community

767 Route 70 East B-100Marlton, NJ 08053

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.00x

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

NTEE B • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.00x

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

NTEE B • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-221%

Higher net margin than 4% of similar nonprofits.

NTEE B • <$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.

NTEE B • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-11%

Faster asset growth than 32% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-64%

Faster revenue growth than 11% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$372,593

Down $45,117 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$372,593

Down $45,117 (-11%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin4th percentile

Revenue

Down

$20,384

Down $35,574 (-64%) from 2023

Expenses

Down

$65,501

Down $2,031 (-3.0%) from 2023

Net Income

Down

-$45,117

Down $33,543 (-290%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $322,602Net Assets 2012: $322,6022012Assets 2013: $392,392Liabilities 2013: $25,000Net Assets 2013: $367,3922013Assets 2014: $471,771Liabilities 2014: $25,000Net Assets 2014: $446,7712014Assets 2015: $448,768Net Assets 2015: $448,7682015Assets 2016: $440,311Liabilities 2016: $0Net Assets 2016: $440,3112016Assets 2017: $380,607Liabilities 2017: $0Net Assets 2017: $380,6072017Assets 2018: $403,735Liabilities 2018: $0Net Assets 2018: $403,7352018Assets 2019: $431,785Liabilities 2019: $0Net Assets 2019: $431,7852019Assets 2020: $402,635Liabilities 2020: $0Net Assets 2020: $402,6352020Assets 2021: $400,247Liabilities 2021: $0Net Assets 2021: $400,2472021Assets 2022: $429,284Liabilities 2022: $0Net Assets 2022: $429,2842022Assets 2023: $417,710Liabilities 2023: $0Net Assets 2023: $417,7102023Assets 2024: $372,593Liabilities 2024: $0Net Assets 2024: $372,5932024

Highlighted filing

2024

Assets$372,593
Liabilities$0
Net Assets$372,593
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $22,529Expenses 2012: $30,893Net Income 2012: -$8,3642012Revenue 2013: $78,883Expenses 2013: $34,093Net Income 2013: $44,7902013Revenue 2014: $112,650Expenses 2014: $33,271Net Income 2014: $79,3792014Revenue 2015: $38,133Expenses 2015: $36,135Net Income 2015: $1,9982015Revenue 2016: $16,641Expenses 2016: $25,098Net Income 2016: -$8,4572016Revenue 2017: $21,609Expenses 2017: $25,048Net Income 2017: -$3,4392017Revenue 2018: $53,215Expenses 2018: $30,087Net Income 2018: $23,1282018Revenue 2019: $70,050Expenses 2019: $42,000Net Income 2019: $28,0502019Revenue 2020: $52,979Expenses 2020: $82,129Net Income 2020: -$29,1502020Revenue 2021: $70,112Expenses 2021: $72,500Net Income 2021: -$2,3882021Revenue 2022: $101,166Expenses 2022: $72,129Net Income 2022: $29,0372022Revenue 2023: $55,958Expenses 2023: $67,532Net Income 2023: -$11,5742023Revenue 2024: $20,384Expenses 2024: $65,501Net Income 2024: -$45,1172024

Highlighted filing

2024

Revenue$20,384
Expenses$65,501
Net Income-$45,117
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,593
Liabilities
$0
Net assets
$372,593
Revenue
$20,384
Expenses
$65,501
Net income
-$45,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.20$0.66$0.45
2023Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.56$0.68$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.01$0.72$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.70$0.73$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.53$0.82$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.70$0.42$0.28
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.53$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.17$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.49$4.49$0.38$0.36$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.25$4.47$1.13$0.33$0.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.25$3.67$0.79$0.34$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$3.23$0.23$0.31$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$20,384
Mission and Program Overview

Mission

to provide scholarships and other worty projects in the community

Program Services

DescriptionGrantsExpenses
THE FOUNDATION AWARDS SCHOLARSHIPS TO AREA STUDENTS IN NEED TO BE USED TOWARD THEIR COLLEGE TUITION$0$65,500
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ZETTS JRPresident-$0--
WALLY BURDALSKIVice-President-$0--
ROBERT W ELLERSHAWTreasurer-$0--
JOHN CITTISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Medford-vincentown Rotary Foundation in
EIN
22-3116292
Phone
8564890222
Address
767 ROUTE 70 EAST B-100, MARLTON, NJ 08053

Signing Officer

Name
Paul Zetts Jr
Title
President
Phone
8564890222
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Stephano Slack LLC
Address
767 ROUTE 70 EAST STE B-100, MARLTON, NJ 08053
Preparer
Robert W Ellershaw
Phone
8564890222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 11,784.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarships awarded. Amount: 65,500.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from rotary club. Beg. Of year amount: 40,000. End of year amount: 30,000.”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT W ELLERSHAW CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08564890222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0767 ROUTE 70 EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008053
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0377710
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0342593
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-45117
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0417710
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0372593
IRS990EZ/GrossReceiptsAmt020384
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt011784
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0417710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0372593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0417710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0372593
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ZETTS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALLY BURDALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT W ELLERSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN CITTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS AND OTHER WORTY PROJECTS IN THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt01
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION AWARDS SCHOLARSHIPS TO AREA STUDENTS IN NEED TO BE USED TOWARD THEIR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065501
IRS990EZ/TotalProgramServiceExpensesAmt065500
IRS990EZ/TotalRevenueAmt020384
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109740
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt054457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038219
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0190859
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36510
IRS990ScheduleA/PublicSupportPY170Pct00.35160
IRS990ScheduleA/PublicSupportTotal170Amt0109740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109740
IRS990ScheduleA/TotalSupportAmt0300599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 11,784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 65,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM ROTARY CLUB. BEG. OF YEAR AMOUNT: 40,000. END OF YEAR AMOUNT: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL ZETTS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08564890222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDFORD-VINCENTOWN ROTARY FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt0MEDF
ReturnHeader/Filer/EIN0223116292
ReturnHeader/Filer/PhoneNum08564890222
ReturnHeader/Filer/USAddress/AddressLine1Txt0767 ROUTE 70 EAST B-100
ReturnHeader/Filer/USAddress/CityNm0MARLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008053
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161710665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHANO SLACK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0767 ROUTE 70 EAST STE B-100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08564890222
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W ELLERSHAW
ReturnHeader/ReturnTs02025-05-05T11:21:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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