Civic Intelligence

Pequannock Valley Rotary Foundation Corp

990EZ • Fiscal year 2018 • EIN 22-6605975

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$239,211

Up $44,979 (+23%) from 2011

Net Assets

$239,211

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$73,801

Up $67,901 (+1151%) from 2011

Expenses

Up

$47,764

Up $33,744 (+241%) from 2011

Net Income

Up

$26,037

Up $34,157 (+421%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2018

Assets$239,211
Liabilities-
Net Assets$239,211
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$73,801
Expenses$47,764
Net Income$26,037
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Gross Receipts
$97,058
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 SERVICES.$39,509$39,509
SCHOLARSHIPS TO 8 LOCAL NEEDY GRADUATIONG HIGH SCHOOL STUDENTS.$8,000$8,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERB HAMILTONPresident-$0--
DOUG COOKVice Preside-$0--
DONNA CETANISecretary-$0--
JANET CASSIDYTrustee-$0--
ERNIE PIZZATreasurer-$0--
JOHN DRIESSETrustee-$0--
JIM CRAMERTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$39,251$39,251$2,778$36,473
5k Run$21,905$21,905$2,236$19,669
Total Events$79,683$79,683$20,190$59,493
Filing and Contact Details

Filer

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

Signing Officer

Name
Ernie Pizza
Title
Treasurer
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Csi Group N LLC
Address
165 STATE ROUTE 35, RED BANK, NJ 07701
Preparer
Robert a Petersen
Phone
8008295297
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 8,000”

Form 990-ez, Part I, Line 10

“Name: gifts of life cash contribution: 6,560 name: various local organizations cash contribution: 28,849”

Form 990-ez, Part I, Line 16

“Expenses taxes & annual report fee 90 pequannock street fair ex 40 investment fees 125 total 255”

Raw XML Appendix173 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/PersonNm0ROBERT A PETERSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09736966373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 CHAPEL HILL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0213174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0239211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03207
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026037
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0213174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0239211
IRS990EZ/FundraisingGrossIncomeAmt083285
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047509
IRS990EZ/GrossReceiptsAmt097058
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010566
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0213174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0239211
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0213174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0239211
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HERB HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA CETANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERNIE PIZZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN DRIESSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM CRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0255
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 SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS TO 8 LOCAL NEEDY GRADUATIONG HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039509
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039509
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023257
IRS990EZ/SpecialEventsNetIncomeLossAmt060028
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047764
IRS990EZ/TotalProgramServiceExpensesAmt047509
IRS990EZ/TotalRevenueAmt073801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010566
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010566
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010566
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89110
IRS990ScheduleA/PublicSupportTotal509Amt086492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086492
IRS990ScheduleA/Total509Grp/TotalAmt086492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt097058
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0975
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0975
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020190
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02720
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02083
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079683
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059493
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02439
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02439
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02778
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02236
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06959
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: GIFTS OF LIFE CASH CONTRIBUTION: 6,560 NAME: VARIOUS LOCAL ORGANIZATIONS CASH CONTRIBUTION: 28,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TAXES & ANNUAL REPORT FEE 90 PEQUANNOCK STREET FAIR EX 40 INVESTMENT FEES 125 TOTAL 255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNIE PIZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEQUANNOCK VALLEY ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION CORP
ReturnHeader/Filer/BusinessNameControlTxt0PEQU
ReturnHeader/Filer/EIN0226605975
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16
ReturnHeader/Filer/USAddress/CityNm0PEQUANNOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007440
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A080BB05E558D73C0DD820FEBA3A06AD0A6AC5DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012BBDF3601AF01CA0DC31DAC5B228779BC89F6D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.187.197.67
ReturnHeader/FilingSecurityInformation/IPDt02019-06-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:53:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463669368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CSI GROUP N LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 STATE ROUTE 35
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007701
ReturnHeader/PreparerPersonGrp/PhoneNum08008295297
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A PETERSEN
ReturnHeader/ReturnTs02019-06-20T15:53:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,211
Liabilities
-
Net assets
$239,211
Revenue
$73,801
Expenses
$47,764
Net income
$26,037
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