Civic Intelligence

Pompton Lakes Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 22-3522482

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

C/O Lefkowitz 207 Wanaque AvenuePompton Lakes, NJ 07442

(973) 839-1400

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.

2016 filings • NTEE P20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • NTEE P20 • <$500k nonprofits • Source year 2016

Net Margin

43rd percentile

2.5%

Higher net margin than 43% of similar nonprofits.

2016 filings • NTEE P20 • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2016 filings • NTEE P20 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

2016 filings • NTEE P20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • NTEE P20 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$27,888

Up $474 (+1.7%) from 2015

Net Assets

Up

$27,888

Up $474 (+1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$18,692

Up $5,119 (+38%) from 2015

Expenses

Up

$18,218

Up $2,341 (+15%) from 2015

Net Income

Up

$474

Up $2,778 (+121%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $35,176Liabilities 2011: $0Net Assets 2011: $35,1762011Assets 2012: $29,300Liabilities 2012: $0Net Assets 2012: $29,3002012Assets 2013: $29,782Liabilities 2013: $0Net Assets 2013: $29,7822013Assets 2014: $29,718Liabilities 2014: $0Net Assets 2014: $29,7182014Assets 2015: $27,414Liabilities 2015: $0Net Assets 2015: $27,4142015Assets 2016: $27,888Liabilities 2016: $0Net Assets 2016: $27,8882016Assets 2017: $33,812Liabilities 2017: $0Net Assets 2017: $33,8122017Assets 2018: $29,645Liabilities 2018: $0Net Assets 2018: $29,6452018Assets 2019: $23,802Liabilities 2019: $0Net Assets 2019: $23,8022019Assets 2020: $23,824Liabilities 2020: $0Net Assets 2020: $23,8242020Assets 2021: $24,928Liabilities 2021: $0Net Assets 2021: $24,9282021Assets 2022: $18,768Liabilities 2022: $0Net Assets 2022: $18,7682022Assets 2023: $14,726Liabilities 2023: $0Net Assets 2023: $14,7262023Assets 2024: $14,739Liabilities 2024: $0Net Assets 2024: $14,7392024Assets 2025: $11,775Liabilities 2025: $0Net Assets 2025: $11,7752025

Highlighted filing

2016

Assets$27,888
Liabilities$0
Net Assets$27,888

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $16,018Expenses 2011: $13,642Net Income 2011: $2,3762011Expenses 2012: $15,3462012Expenses 2013: $11,4862013Revenue 2014: $13,892Expenses 2014: $13,956Net Income 2014: -$642014Revenue 2015: $13,573Expenses 2015: $15,877Net Income 2015: -$2,3042015Revenue 2016: $18,692Expenses 2016: $18,218Net Income 2016: $4742016Revenue 2017: $25,139Expenses 2017: $19,215Net Income 2017: $5,9242017Revenue 2018: $22,123Expenses 2018: $26,290Net Income 2018: -$4,1672018Revenue 2019: $5,689Expenses 2019: $11,532Net Income 2019: -$5,8432019Revenue 2020: $11,244Expenses 2020: $11,222Net Income 2020: $222020Revenue 2021: $12,744Expenses 2021: $11,640Net Income 2021: $1,1042021Revenue 2022: $3,291Expenses 2022: $9,451Net Income 2022: -$6,1602022Revenue 2023: $7,716Expenses 2023: $11,758Net Income 2023: -$4,0422023Revenue 2024: $8,072Expenses 2024: $8,059Net Income 2024: $132024Revenue 2025: $6,155Expenses 2025: $9,119Net Income 2025: -$2,9642025

Highlighted filing

2016

Revenue$18,692
Expenses$18,218
Net Income$474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$36,331
Mission and Program Overview

Mission

The motto of Rotary Clubs the world over has always been "Service Above Self", a motto which exemplifies this great organizations unceasing dedication to improving our world. Fulfilling this great tradition for more than 50 years is the Rotary Club of Pompton Lakes of Rotary International District 7490. During its five decades of existence, the Rotary Club of Pompton Lakes has been a vital part of its community, serving as a continuing living example of its "Service Above Self" credo. The list of projects, charities, and organizations which have benefitted from the Clubs commitment to help the community over the years is elaborate. Our website details many of these accomplishments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$20,748$20,800▲ $52
Cash and Non-Interest-Bearing Accounts$6,666$7,088▲ $422
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$27,414$27,888▲ $474
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$27,414$27,888▲ $474
Total Net Assets Fund Balance$27,414$27,888▲ $474
Total Liabilities and Net Assets / Fund Balance$27,414$27,888▲ $474
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gary LucianiPresident
Paul AmorosoVice President
ELIZABETH de NESNERASecretary
Dan MurrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$52
Other Revenue
$18,640
Change in Net Assets
$474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$985-$985
Advertising-$456-$456
Office Expenses-$134-$134
Other Expenses$16,518$25-$25
Total Functional Expenses$16,518$1,700$0$18,218
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,279
Fundraising Direct Expenses$17,639
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$14,225$14,225$5,258$8,967
Steak & Chops$7,022$7,022$4,250$2,772
Total Events$27,930$27,930$13,982$13,948
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization has 4 elected officers and a membership body.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Officers and members vote on the organizations governing actions and decisions.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Officers and members vote on the organizations governing actions and decisions.

Form 990, Part VI, Line 11B: Form 990 Review Process

The organization's governing body and officers review the tax return and annual filings prior to submission and makes it available to the membership or the general public for review upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's governing documents and form 990 (as well as other irs, tax and compliance filings), are available to the members, contributors & donors, and the general public for inspection upon request to be made in advance to the organization.

Filing and Contact Details

Filer

Filer Name
Pompton Lakes Rotary Foundation Inc
EIN
22-3522482
Phone
9738391400
Address
C/O LEFKOWITZ 207 WANAQUE AVENUE, POMPTON LAKES, NJ 07442

Signing Officer

Name
Dan Murray
Title
Treasurer
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Luciani
Formed
1953
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
The Fleischer Accounting Firm LLC
Address
108 WANAQUE AVE, POMPTON LAKES, NJ 07442-2102
Preparer
Richard C Fleischer Jr
Phone
9738319265
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0461
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00410
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99590
IRS990ScheduleA/PublicSupportTotal509Amt0160824
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024311
IRS990ScheduleA/Total509Grp/TotalAmt0160824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0161285
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013982
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEAK & CHOPS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027930
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013948
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04474
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013982
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS 4 ELECTED OFFICERS AND A MEMBERSHIP BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND MEMBERS VOTE ON THE ORGANIZATIONS GOVERNING ACTIONS AND DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND MEMBERS VOTE ON THE ORGANIZATIONS GOVERNING ACTIONS AND DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING BODY AND OFFICERS REVIEW THE TAX RETURN AND ANNUAL FILINGS PRIOR TO SUBMISSION AND MAKES IT AVAILABLE TO THE MEMBERSHIP OR THE GENERAL PUBLIC FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 (AS WELL AS OTHER IRS, TAX AND COMPLIANCE FILINGS), ARE AVAILABLE TO THE MEMBERS, CONTRIBUTORS & DONORS, AND THE GENERAL PUBLIC FOR INSPECTION UPON REQUEST TO BE MADE IN ADVANCE TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt027414
IRS990/TotalAssetsEOYAmt027888
IRS990/TotalAssetsGrp/BOYAmt027414
IRS990/TotalAssetsGrp/EOYAmt027888
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016518
IRS990/TotalFunctionalExpensesGrp/TotalAmt018218
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027414
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027888
IRS990/TotalProgramServiceExpensesAmt016518
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018692
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018692
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027888
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt027414
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0625 LINCOLN AVENUE
IRS990/USAddress/CityNm0POMPTON LAKES
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007442
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0http://www.pomptonlakesrotary.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POMPTON LAKES ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POMP
ReturnHeader/Filer/EIN0223522482
ReturnHeader/Filer/PhoneNum09738391400
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O LEFKOWITZ 207 WANAQUE AVENUE
ReturnHeader/Filer/USAddress/CityNm0POMPTON LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Fleischer Accounting Firm LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 WANAQUE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPTON LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0074422102
ReturnHeader/PreparerPersonGrp/PhoneNum09738319265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C FLEISCHER JR
ReturnHeader/ReturnTs02016-11-09T12:42:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$6.16$9.12$2.96
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$8.07$8.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$7.72$11.8$4.04
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$3.29$9.45$6.16
2021Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$12.7$11.6$1.10
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$11.2$11.2$0.02
2019Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$5.69$11.5$5.84
2018Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$22.1$26.3$4.17
2017Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$25.1$19.2$5.92
2016Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$18.7$18.2$0.47
2015Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$13.6$15.9$2.30
2014Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$13.9$14.0$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.00$29.8$11.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$15.3
2011Summary only. Only limited summary data is available for this year.$35.2$0.00$35.2$16.0$13.6$2.38