Civic Intelligence

Rotary International - Princeton

EIN 22-6059810 • 501(c)4 • Princeton, NJ

Profile

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."

PO Box 402Princeton, NJ 08542

www.princetonrotary.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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

522%

Higher net margin than 100% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $32,445 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $32,445 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,539

Down $8,926 (-166%) from 2022

Expenses

Up

$14,943

Up $5,611 (+60%) from 2022

Net Income

Down

-$18,482

Down $14,537 (-368%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue-$3,539
Expenses$14,943
Net Income-$18,482
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-$3,539
Expenses
$14,943
Net income
-$18,482
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$17
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
GRANTS PAID BENEFITING VARIOUS CHARITABLE ORGANIZATIONS NOT RELATED TO DONOR--
COSTS RELATED TO EXEMPT PURPOSE--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PortudePresident-$0--
Eric Robert LearTreasurer-$0--
Ahmed AzmyMembership-$0--
Hayden SmithSecretary-$0--
Andrea DinanRotary Fdn.-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Princeton
EIN
22-6059810
Phone
6094522200
Address
PO Box 402, Princeton, NJ 08542

Signing Officer

Name
Steve Portude
Title
President
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Lear & Pannepacker LLP
Address
791 Alexander Road, Princeton, NJ 08540
Preparer
Eric Robert Lear CPA
Phone
6094522200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.11

“| Donee's Name: Cantonment Rotary Trust | Donee's Address: 11, Promenade Rd, Sindhi Colony Bengaluru Karnataka 560005 India | Cash Amount Given: $7000 | Date of Gift: 20221130”

Other Expenses.1

“Bank Charges $35”

Other Assets.1005

“Accounts Receivable - Beginning $9174 Accounts Receivable - Ending $0”

Raw XML Appendix138 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/AddressLine1Txt0791 Alexander Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Princeton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023271
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07408
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt017
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032445
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Portude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eric Robert Lear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ahmed Azmy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hayden Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andrea Dinan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Rotary Fdn.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09174
IRS990EZ/OtherChangesInNetAssetsAmt0-13963
IRS990EZ/OtherExpensesTotalAmt035
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS PAID BENEFITING VARIOUS CHARITABLE ORGANIZATIONS NOT RELATED TO DONOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COSTS RELATED TO EXEMPT PURPOSE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03556
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3556
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014943
IRS990EZ/TotalRevenueAmt0-3539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.princetonrotary.org
IRS990ScheduleN/AssetsDistributedInd0false
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Computer Equipment (Fully Depreciated)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-06-15
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0-1
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Computer Equipment was previously fully depreciated.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3 - Asset Distribution Not in Accordance with Governing Instruments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Cantonment Rotary Trust | Donee's Address: 11, Promenade Rd, Sindhi Colony Bengaluru Karnataka 560005 India | Cash Amount Given: $7000 | Date of Gift: 20221130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $9174 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Portude
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International - Princeton
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0226059810
ReturnHeader/Filer/PhoneNum06094522200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 402
ReturnHeader/Filer/USAddress/CityNm0Princeton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008542
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222947255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lear & Pannepacker LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0791 Alexander Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Princeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008540
ReturnHeader/PreparerPersonGrp/PhoneNum06094522200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Robert Lear CPA
ReturnHeader/ReturnTs02023-08-08T12:28:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steve
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Portude
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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