Civic Intelligence

Hackettstown Rotary Foundation Inc

EIN 22-3737916 • 501(c)3 • Hackettstown, NJ

Profile

An organization of business & professional persons united to encourage & foster the ideal of service as a basis of worthy enterprise.

PO Box 561Hackettstown, NJ 07840

www.hackettstownrotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.7%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,670

Up $1,025 (+1.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$61,670

Up $1,025 (+1.7%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$49,231

Up $11,162 (+29%) from 2024

Expenses

Up

$48,206

Up $1,434 (+3.1%) from 2024

Net Income

Up

$1,025

Up $9,728 (+112%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$80K$60K$40K$20K$0Assets 2011: $46,250Liabilities 2011: $02011Assets 2012: $49,925Liabilities 2012: $02012Assets 2013: $35,920Net Assets 2013: $35,9202013Assets 2014: $39,087Net Assets 2014: $39,0872014Assets 2020: $26,658Net Assets 2020: $26,6582020Assets 2022: $69,524Net Assets 2022: $69,5242022Assets 2024: $60,645Net Assets 2024: $60,6452024Assets 2025: $61,670Net Assets 2025: $61,6702025

Highlighted filing

2025

Assets$61,670
Liabilities-
Net Assets$61,670
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2011: $38,426Expenses 2011: $42,343Net Income 2011: -$3,9172011Revenue 2012: $30,894Expenses 2012: $27,219Net Income 2012: $3,6752012Revenue 2013: $22,864Expenses 2013: $36,869Net Income 2013: -$14,0052013Revenue 2014: $35,499Expenses 2014: $32,332Net Income 2014: $3,1672014Revenue 2020: $51,736Expenses 2020: $67,896Net Income 2020: -$16,1602020Revenue 2022: $68,174Expenses 2022: $8,959Net Income 2022: $59,2152022Revenue 2024: $38,069Expenses 2024: $46,772Net Income 2024: -$8,7032024Revenue 2025: $49,231Expenses 2025: $48,206Net Income 2025: $1,0252025

Highlighted filing

2025

Revenue$49,231
Expenses$48,206
Net Income$1,025
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,670
Liabilities
-
Net assets
$61,670
Revenue
$49,231
Expenses
$48,206
Net income
$1,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.7$61.7$49.2$48.2$1.03
2024Detailed filing. Detailed filing data is available for this year.$60.6$60.6$38.1$46.8$8.70
2022Detailed filing. Detailed filing data is available for this year.$69.5$69.5$68.2$8.96$59.2
2020Detailed filing. Detailed filing data is available for this year.$26.7$26.7$51.7$67.9$16.2
2014Detailed filing. Detailed filing data is available for this year.$39.1$39.1$35.5$32.3$3.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$35.9$22.9$36.9$14.0
2012Summary only. Only limited summary data is available for this year.$49.9$0.00$30.9$27.2$3.68
2011Summary only. Only limited summary data is available for this year.$46.3$0.00$38.4$42.3$3.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$64,932
Mission and Program Overview

Mission

An organization of business & professional persons united to encourage & foster the ideal of service as a basis of worthy enterprise.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION DONATES TO VARIOUS CHARITIES INCLUDING: HACKETTSTOWN REGIONAL MEDICAL CENTER, ARC OF WARREN COUNTY, TRINITY UNITEDD METHODIST CHURCH, AND HABITATE FOR HUMANITY, ETC.-$36,679
THE FOUNDATION GRANTS SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES BASED ON ACADEMICS, EXTRA-CURRICULAR ACTIVITIES & COMMUNITY INVOLVEMENT.-$7,500
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNAMARIA LALEVEEPresident-El-$0--
CATHERINE RUSTPresident-$0--
ROBIN PALMER BURTONVice Preside-$0--
MARK BAHNUKTreasurer-$0--
JILL DE MONTISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Car Show$39,343$39,343$7,059$32,284
Total Events$39,343$39,343$8,209$31,134
Filing and Contact Details

Filer

Filer Name
Hackettstown Rotary Foundation Inc
EIN
22-3737916
Phone
9087632374
Address
PO BOX 561, HACKETTSTOWN, NJ 07840

Signing Officer

Name
Mark Bahnuk
Title
Treasurer
Phone
9087632374
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
William Somers CPA LLC
Address
1001 ROUTE 517, HACKETTSTOWN, NJ 07840
Preparer
William Somers CPA
Phone
9088505259
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

“To revise the list of officers for the year”

Form 990-ez, Part I, Line 16

“Expenses supplies 417 conferences/meetings 1,400 donations 36,374 scholarships 7,500 licenses & permits 60 total 45,751”

Form 990-ez, Part III

“An organization of business & professional persons united to encourage & foster the ideal of service as a basis of worthy enterprise.”

Raw XML Appendix169 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/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0AN ORGANIZATION OF BUSINESS & PROFESSIONAL PERSONS UNITED TO ENCOURAGE & FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.
IRS990EZ/PrintingPublicationsPostageAmt0305
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IRS990ScheduleG/StatesWhereGamingConductedCd0NJ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO REVISE THE LIST OF OFFICERS FOR THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 417 CONFERENCES/MEETINGS 1,400 DONATIONS 36,374 SCHOLARSHIPS 7,500 LICENSES & PERMITS 60 TOTAL 45,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ORGANIZATION OF BUSINESS & PROFESSIONAL PERSONS UNITED TO ENCOURAGE & FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0223737916
ReturnHeader/Filer/PhoneNum09087632374
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 ROUTE 517
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HACKETTSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007840
ReturnHeader/PreparerPersonGrp/PhoneNum09088505259
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SOMERS CPA
ReturnHeader/ReturnTs02026-01-15T16:20:49-05:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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