Civic Intelligence

Pequannock Valley Rotary Foundation Corp

990EZ • Fiscal year 2021 • EIN 22-6605975

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 28, 2022

Organization ProfilePEQUANNOCKVALLEYROTARY.ORG
PO Box 16Pequannock, NJ 07440

(973) 696-6373

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

78th percentile

40%

Higher net margin than 78% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

8.0%

Faster asset growth than 58% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

39%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$291,467

Up $21,609 (+8.0%) from 2020

Net Assets

Up

$291,467

Up $21,609 (+8.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$63,956

Up $17,945 (+39%) from 2020

Expenses

Down

$38,151

Down $4,863 (-11%) from 2020

Net Income

Up

$25,805

Up $22,808 (+761%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2021

Assets$291,467
Liabilities-
Net Assets$291,467
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$63,956
Expenses$38,151
Net Income$25,805
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 28, 2022
Return Version
2021v4.0
Gross Receipts
$112,541
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$27,165$27,165
SCHOLARSHIPS TO LOCAL NEEDY GRADUATING HIGH SCHOOL STUDENTS$9,000$9,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CRAMERPresidentPT$0--
JENNIFER SCHECKTreasurerPT$0--
KATHLEEN PENNINTONSecretaryPT$0--
HERB HAMILTONChairmanPT$0--
JANET CASSIDYTrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$39,094$39,094$1,288$37,806
Total Events$39,094$39,094$16,693$22,401
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
Chairman
Phone
9734494248
Signed
2022-06-28
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: 27,165 cash contribution: 9,000”

Form 990-ez, Part I, Line 16

“Expenses bank charges 100 credit card processing fe 250 total 350”

Form 990-ez, Part I, Line 20

“UNREALIZED LOSS -4,196”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0HERB HAMILTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09736966373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0157 WEST END AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POMPTON PLAINS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007444
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0269858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0291467
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05372
IRS990EZ/CostOrOtherBasisExpenseSaleAmt026885
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01636
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0269858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0291467
IRS990EZ/FundraisingGrossIncomeAmt062541
IRS990EZ/GainOrLossFromSaleOfAssetsAmt012805
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036165
IRS990EZ/GrossReceiptsAmt0112541
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04938
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0269858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0291467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0269858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0291467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES CRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SCHECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHLEEN PENNINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HERB HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANET CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4196
IRS990EZ/OtherExpensesTotalAmt0350
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIFTS TO HELP SUPPORT VARIOUS LOCAL, NATIONAL ORGANIZATIONS AND INDIVIDUALS RELATED TO HEALTH, SAFETY, CHILDRENS' SCHOOL PROGRAMS AND COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS TO LOCAL NEEDY GRADUATING HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027165
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt039690
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021700
IRS990EZ/SpecialEventsNetIncomeLossAmt040841
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038151
IRS990EZ/TotalProgramServiceExpensesAmt036165
IRS990EZ/TotalRevenueAmt063956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PEQUANNOCKVALLEYROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029469
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010566
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010566
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021063
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93830
IRS990ScheduleA/PublicSupportPY509Pct00.92160
IRS990ScheduleA/PublicSupportTotal509Amt0320374
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086492
IRS990ScheduleA/Total509Grp/TotalAmt0320374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341437
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03924
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03924
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016693
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03510
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039094
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022401
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01288
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01288
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07971
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 27,165 CASH CONTRIBUTION: 9,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 100 CREDIT CARD PROCESSING FE 250 TOTAL 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS -4,196
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERB HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09734494248
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEQUANNOCK VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEQU
ReturnHeader/Filer/EIN0226605975
ReturnHeader/Filer/PhoneNum09736966373
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16
ReturnHeader/Filer/USAddress/CityNm0PEQUANNOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007440
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272813372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELDMAN HOLTZMAN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 HAMBURG TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPTON LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007442
ReturnHeader/PreparerPersonGrp/PhoneNum09738359200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FELDMAN CPA
ReturnHeader/ReturnTs02022-08-08T10:17:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HERB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMILTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,467
Liabilities
-
Net assets
$291,467
Revenue
$63,956
Expenses
$38,151
Net income
$25,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.62$0.49$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.91$2.91$0.64$0.38$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.46$0.43$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$2.52$0.69$0.57$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.74$0.48$0.26
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$0.06$0.14$0.08