Civic Intelligence

Rotary International

990EZ • Fiscal year 2025 • EIN 23-1290302

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 03, 2025

Organization Profilewww.westchesterrotary.org
P O Box 743West Chester, PA 19380

(610) 633-3622

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.24x

Higher debt load relative to revenue than 87% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$140,761

Down $31,953 (-19%) from 2024

Net Assets

Down

$128,281

Down $26,348 (-17%) from 2024

Liabilities

Down

$12,480

Down $5,605 (-31%) from 2024

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin7th percentile

Revenue

Down

$51,198

Down $52,513 (-51%) from 2024

Expenses

Down

$77,546

Down $17,947 (-19%) from 2024

Net Income

Down

-$26,348

Down $34,566 (-421%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$200K$150K$100K$50K$0Assets 2011: $74,867Liabilities 2011: $16,5012011Assets 2012: $93,826Liabilities 2012: $23,7352012Assets 2015: $123,907Liabilities 2015: $54,1282015Assets 2016: $122,951Liabilities 2016: $36,5412016Assets 2017: $109,319Liabilities 2017: $28,8032017Assets 2018: $110,554Liabilities 2018: $22,1892018Assets 2019: $137,994Liabilities 2019: $7,7832019Assets 2020: $134,446Liabilities 2020: $8,5282020Assets 2021: $153,581Liabilities 2021: $19,3852021Assets 2022: $165,335Liabilities 2022: $15,442Net Assets 2022: $149,8932022Assets 2023: $168,317Liabilities 2023: $14,405Net Assets 2023: $153,9122023Assets 2024: $172,714Liabilities 2024: $18,085Net Assets 2024: $154,6292024Assets 2025: $140,761Liabilities 2025: $12,480Net Assets 2025: $128,2812025

Highlighted filing

2025

Assets$140,761
Liabilities$12,480
Net Assets$128,281
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $90,476Expenses 2011: $76,188Net Income 2011: $14,2882011Revenue 2012: $104,004Expenses 2012: $93,524Net Income 2012: $10,4802012Revenue 2015: $124,020Expenses 2015: $114,159Net Income 2015: $9,8612015Revenue 2016: $110,860Expenses 2016: $94,229Net Income 2016: $16,6312016Revenue 2017: $102,880Expenses 2017: $108,774Net Income 2017: -$5,8942017Revenue 2018: $83,780Expenses 2018: $75,931Net Income 2018: $7,8492018Revenue 2019: $107,964Expenses 2019: $66,118Net Income 2019: $41,8462019Revenue 2020: $84,671Expenses 2020: $88,965Net Income 2020: -$4,2942020Revenue 2021: $73,476Expenses 2021: $65,198Net Income 2021: $8,2782021Revenue 2022: $71,174Expenses 2022: $75,875Net Income 2022: -$4,7012022Revenue 2023: $112,264Expenses 2023: $108,245Net Income 2023: $4,0192023Revenue 2024: $103,711Expenses 2024: $95,493Net Income 2024: $8,2182024Revenue 2025: $51,198Expenses 2025: $77,546Net Income 2025: -$26,3482025

Highlighted filing

2025

Revenue$51,198
Expenses$77,546
Net Income-$26,348
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 3, 2025
Return Version
2024v5.1
Gross Receipts
$51,198
Mission and Program Overview

Mission

Rotary is an organization of business and professional leaders united worldwide who provide humanitarian service encourage high ethical standards in all vocations and help build goodwill and peace in the world

Rotary is an organization of business and professional leaders united worldwide who provide humanitarian services encourage high ethical standards and help build goodwill and peace in the world

Program Services

DescriptionGrantsExpenses
Community Philanthropic Committee contirbutions$0$29,000
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine FreidmanPresident-$0--
Kyle RheinerPresident Elect-$0--
Jeff CantwellVice-President-$0--
Diana LiberiTreasurer-$0--
SecretarySue Casso-Rodgers-$0--
Sgt at ArmsBob Rodgers-$0--
Richard MurrayPast President-$0--
Glenda BrionDirector-$0--
Mike LouisDirector-$0--
Jeff SpencerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-1290302
In Care Of
% DIANA M LIBERI
Address
P O Box 743, West Chester, PA 19380

Signing Officer

Name
Diana Liberi
Title
Treasurer
Signed
2025-09-03
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Scholarships $3000; International Projects $8028: Grants $29,000, $40028|”

Part I, line 16

“| Other Expenses:, Amount:| Operating Expenses $8323: Public relations $768; Off site meetings $2226 IRS Penalty $5693, $17010|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Prepaid Membership Dues, $18085, $12480|”

Raw XML Appendix145 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/PersonNm0Diana Liberi
IRS990EZ/BooksInCareOfDetail/PhoneNum06106333622
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 Wencin Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Chester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019382
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0172714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021287
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26348
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0172714
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140761
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt01250
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051198
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt028661
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154629
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128281
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154629
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128281
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Catherine Freidman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kyle Rheiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeff Cantwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Diana Liberi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sgt at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Richard Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Glenda Brion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Mike Louis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jeff Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Sue Casso-Rodgers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Bob Rodgers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary is an organization of business and professional leaders united worldwide who provide humanitarian services encourage high ethical standards and help build goodwill and peace in the world
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Philanthropic Committee contirbutions
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018085
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012480
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077546
IRS990EZ/TotalProgramServiceExpensesAmt029000
IRS990EZ/TotalRevenueAmt051198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.westchesterrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Scholarships $3000; International Projects $8028: Grants $29,000, $40028|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Operating Expenses $8323: Public relations $768; Off site meetings $2226 IRS Penalty $5693, $17010|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Prepaid Membership Dues, $18085, $12480|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Liberi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0231290302
ReturnHeader/Filer/ForeignPhoneNum06106333622
ReturnHeader/Filer/InCareOfNm0% DIANA M LIBERI
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 743
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019380
ReturnHeader/ReturnTs02025-09-02T11:29:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,761
Liabilities
$12,480
Net assets
$128,281
Revenue
$51,198
Expenses
$77,546
Net income
-$26,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.12$1.28$0.51$0.78$0.26
2024Summary only. Only limited summary data is available for this year.$1.73$0.18$1.55$1.04$0.95$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.14$1.54$1.12$1.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.15$1.50$0.71$0.76$0.05
2021Summary only. Only limited summary data is available for this year.$1.54$0.19$0.73$0.65$0.08
2020Summary only. Only limited summary data is available for this year.$1.34$0.09$0.85$0.89$0.04
2019Summary only. Only limited summary data is available for this year.$1.38$0.08$1.08$0.66$0.42
2018Summary only. Only limited summary data is available for this year.$1.11$0.22$0.84$0.76$0.08
2017Summary only. Only limited summary data is available for this year.$1.09$0.29$1.03$1.09$0.06
2016Summary only. Only limited summary data is available for this year.$1.23$0.37$1.11$0.94$0.17
2015Summary only. Only limited summary data is available for this year.$1.24$0.54$1.24$1.14$0.10
2012Summary only. Only limited summary data is available for this year.$0.94$0.24$1.04$0.94$0.10
2011Summary only. Only limited summary data is available for this year.$0.75$0.17$0.90$0.76$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)4 • <$500k nonprofits