Civic Intelligence

Pequannock Valley Rotary Foundation

EIN 22-6605975 • 501(c)3 • Pequannock, NJ

Profile

COMMUNITY SERVICE

PO Box 16Pequannock, NJ 07440

n/A

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

35th percentile

-7.4%

Faster asset growth than 35% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

-3.7%

Faster revenue growth than 44% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$269,791

Down $21,676 (-7.4%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$269,791

Down $21,676 (-7.4%) from 2021

Revenue

Down

$61,612

Down $2,344 (-3.7%) from 2021

Expenses

Up

$48,980

Up $10,829 (+28%) from 2021

Net Income

Down

$12,632

Down $13,173 (-51%) from 2021

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $194,232Liabilities 2011: $02011Assets 2018: $239,211Net Assets 2018: $239,2112018Assets 2019: $251,602Net Assets 2019: $251,6022019Assets 2020: $269,858Net Assets 2020: $269,8582020Assets 2021: $291,467Net Assets 2021: $291,4672021Assets 2022: $269,791Net Assets 2022: $269,7912022

Highlighted filing

2022

Assets$269,791
Liabilities-
Net Assets$269,791

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $5,900Expenses 2011: $14,020Net Income 2011: -$8,1202011Revenue 2018: $73,801Expenses 2018: $47,764Net Income 2018: $26,0372018Revenue 2019: $69,375Expenses 2019: $56,985Net Income 2019: $12,3902019Revenue 2020: $46,011Expenses 2020: $43,014Net Income 2020: $2,9972020Revenue 2021: $63,956Expenses 2021: $38,151Net Income 2021: $25,8052021Revenue 2022: $61,612Expenses 2022: $48,980Net Income 2022: $12,6322022

Highlighted filing

2022

Revenue$61,612
Expenses$48,980
Net Income$12,632

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 16, 2023
Return Version
2022v5.0
Gross Receipts
$159,583
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
GIFTS TO HELP SUPPORT VARIOUS LOCAL, NATIONAL ORGANIZATIONS AND INDIVIDUALS RELATED TO HEALTH, SAFETY, CHILDRENS' SCHOOL PROGRAMS AND COMMUNITY$31,570$31,570
SCHOLARSHIPS TO LOCAL NEEDY GRADUATING HIGH SCHOOL STUDENTS$15,000$15,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SCHECKTreasurerPT$0--
KATHLEEN PENNINTONSecretaryPT$0--
HERB HAMILTONVice PresidePT$0--
JANET CASSIDYTrusteePT$0--
BOBBY ROBERTSPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$33,761$33,761$3,462$30,299
5k Run$21,756$21,756$4,202$17,554
Total Events$68,858$68,858$26,169$42,689
Filing and Contact Details

Filer

Filer Name
Pequannock Valley Rotary Foundation
EIN
22-6605975
Phone
9736966373
Address
PO BOX 16, PEQUANNOCK, NJ 07440

Signing Officer

Name
Herb Hamilton
Title
Vice President
Phone
9734494248
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Feldman Holtzman & Company LLC
Address
760 HAMBURG TURNPIKE, POMPTON LAKES, NJ 07442
Preparer
David L Feldman CPA
Phone
9738359200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 31,570 cash contribution: 15,000

Form 990-ez, Part I, Line 16

Expenses bank charges 100 credit card processing fe 450 business registration fee 60 miscellaneous 243 total 853

Form 990-ez, Part I, Line 20

UNREALIZED LOSS -34,308

Form 990-ez, Part II, Line 24

Due from pvr 0 2,325 total 0 2,325

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 31,570 CASH CONTRIBUTION: 15,000
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