Civic Intelligence

Rotary International - Princeton

990EZ • Fiscal year 2014 • EIN 22-6059810

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 06, 2014

Organization Profilewww.princetonrotary.org
PO Box 40208542

(609) 452-2200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,289

Up $11,649 (+29%) from 2013

Net Assets

Up

$52,289

Up $11,649 (+29%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$44,540

Up $7,309 (+20%) from 2013

Expenses

Down

$32,891

Down $11,517 (-26%) from 2013

Net Income

Up

$11,649

Up $18,826 (+262%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60K$40K$20K$0Assets 2011: $49,705Net Assets 2011: $49,7052011Assets 2012: $43,902Liabilities 2012: $02012Assets 2013: $40,640Net Assets 2013: $40,6402013Assets 2014: $52,289Net Assets 2014: $52,2892014Assets 2015: $54,103Net Assets 2015: $54,1032015Assets 2016: $49,424Net Assets 2016: $49,4242016Assets 2017: $57,250Net Assets 2017: $57,2502017Assets 2018: $54,534Liabilities 2018: $291Net Assets 2018: $54,2432018Assets 2019: $46,287Net Assets 2019: $46,2872019Assets 2020: $44,350Net Assets 2020: $44,3502020Assets 2021: $28,516Net Assets 2021: $28,5162021Assets 2022: $32,445Net Assets 2022: $32,4452022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$52,289
Liabilities-
Net Assets$52,289
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2011: $64,922Expenses 2011: $52,933Net Income 2011: $11,9892011Revenue 2012: $49,307Expenses 2012: $53,623Net Income 2012: -$4,3162012Revenue 2013: $37,231Expenses 2013: $44,408Net Income 2013: -$7,1772013Revenue 2014: $44,540Expenses 2014: $32,891Net Income 2014: $11,6492014Revenue 2015: $33,043Expenses 2015: $31,229Net Income 2015: $1,8142015Revenue 2016: $27,150Expenses 2016: $31,829Net Income 2016: -$4,6792016Revenue 2017: $34,260Expenses 2017: $26,434Net Income 2017: $7,8262017Revenue 2018: $33,275Expenses 2018: $27,633Net Income 2018: $5,6422018Revenue 2019: $8,327Expenses 2019: $19,193Net Income 2019: -$10,8662019Revenue 2020: $25,112Expenses 2020: $22,290Net Income 2020: $2,8222020Revenue 2021: $12,011Expenses 2021: $7,937Net Income 2021: $4,0742021Revenue 2022: $5,387Expenses 2022: $9,332Net Income 2022: -$3,9452022Revenue 2023: -$3,539Expenses 2023: $14,943Net Income 2023: -$18,4822023

Highlighted filing

2014

Revenue$44,540
Expenses$32,891
Net Income$11,649
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 6, 2014
Return Version
2013v3.1
Gross Receipts
$59,599
Mission and Program Overview

Mission

All activities of the organization promote the advancement per service through the fellowship of business and professional persons following Rotary International's mission statement "service above self."

Program Services

DescriptionGrantsExpenses
COSTS RELATED TO EXEMPT PURPOSE$23,962-
GRANTS PAID BENEFITING VARIOUS CHARITABLE ORGANIZATIONS NOT RELATED TO DONOR--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PortudePresident-$0--
Kris MusePresident Elect-$0--
Jack FeinAsst Treasurer-$0--
Marty ParkerClub Chaplain-$0--
Eric Robert LearTreasurer-$0--
Cindy LoveSecretary-$0--
Hayden SmithSergeant Of Arm-$0--
Lewis EdgeWebmaster-$0--
Ahmed AzmyDevelopment-$0--
Susan MullinCareer Develop-$0--
Andrea DinanNew Generations-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,167$18,167$15,059$3,108
Total Events$18,167$18,167$15,059$3,108
Filing and Contact Details

Filer

EIN
22-6059810
Phone
6094522200

Signing Officer

Name
Steve Portude
Title
President
Signed
2014-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
Eric Robert Lear CPA
Phone
6094522200
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $6275”

Other Expenses.1

“Luncheons $18621”

Other Expenses.2

“Annual dues $3580”

Other Expenses.4

“Website $370”

Other Expenses.5

“Bank Service Charges $152”

Other Expenses.6

“Supplies $37”

Other Assets.1005

“Accounts Receivable - Beginning $10724 Accounts Receivable - Ending $6869”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Eric Robert Lear
IRS990EZ/BooksInCareOfDetail/PhoneNum06094522200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10791 Alexander Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Princeton
IRS990EZ/BooksInCareOfDetail/USAddress/State0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode008540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045420
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011649
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01366
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040640
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052289
IRS990EZ/FundraisingGrossIncomeAmt018167
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01136
IRS990EZ/GrossReceiptsAmt059599
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041428
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040640
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040640
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Portude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kris Muse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jack Fein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marty Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Eric Robert Lear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cindy Love
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Hayden Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lewis Edge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ahmed Azmy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Susan Mullin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Andrea Dinan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Club Chaplain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Sergeant of Arm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Webmaster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Career Develop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10New generations
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010724
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06869
IRS990EZ/OtherExpensesTotalAmt029035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0All activities of the organization promote the advancement per service through the fellowship of business and professional persons following Rotary International's mission statement "service above self."
IRS990EZ/PrintingPublicationsPostageAmt01354
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS PAID BENEFITING VARIOUS CHARITABLE ORGANIZATIONS NOT RELATED TO DONOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COSTS RELATED TO EXEMPT PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023962
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015059
IRS990EZ/SpecialEventsNetIncomeLossAmt03108
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032891
IRS990EZ/TotalProgramServiceExpensesAmt023962
IRS990EZ/TotalRevenueAmt044540
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.princetonrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018167
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0All Events
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015059
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $6275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Luncheons $18621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual dues $3580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Service Charges $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $10724 Accounts Receivable - Ending $6869
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Portude
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International - Princeton
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0226059810
ReturnHeader/Filer/PhoneNum06094522200
ReturnHeader/Filer/USAddress/AddressLine10PO Box 402
ReturnHeader/Filer/USAddress/City0Princeton
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lear & Pannepacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10791 Alexander Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Princeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0085406325
ReturnHeader/PreparerPersonGrp/PhoneNum06094522200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Robert Lear CPA
ReturnHeader/ReturnTs02014-08-06T09:06:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,289
Liabilities
-
Net assets
$52,289
Revenue
$44,540
Expenses
$32,891
Net income
$11,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.54$14.9$18.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$32.4$5.39$9.33$3.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$12.0$7.94$4.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$44.4$25.1$22.3$2.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$46.3$8.33$19.2$10.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.5$0.29$54.2$33.3$27.6$5.64
2017Detailed filing. Detailed filing data is available for this year.$57.3$57.3$34.3$26.4$7.83
2016Detailed filing. Detailed filing data is available for this year.$49.4$49.4$27.2$31.8$4.68
2015Detailed filing. Detailed filing data is available for this year.$54.1$54.1$33.0$31.2$1.81
2014Detailed filing. Detailed filing data is available for this year.$52.3$52.3$44.5$32.9$11.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$40.6$37.2$44.4$7.18
2012Summary only. Only limited summary data is available for this year.$43.9$0.00$49.3$53.6$4.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.7$49.7$64.9$52.9$12.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits