Civic Intelligence

Rotary Club of Blue Bell

EIN 23-2576180 • 501(c)4 • Blue Bell, PA

Profile

Membership organziation to benefit mankind

PO Box 1011Blue Bell, PA 19422-0258

www.bluebellrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

95th percentile

97%

Faster asset growth than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

107%

Faster revenue growth than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$25,093

Up $12,328 (+97%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$25,093

Up $12,328 (+97%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$36,525

Up $18,849 (+107%) from 2023

Expenses

Down

$24,197

Down $10 (-0.0%) from 2023

Net Income

Up

$12,328

Up $18,859 (+289%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0Assets 2011: $11,174Liabilities 2011: $0Net Assets 2011: $11,1742011Assets 2012: $6,937Liabilities 2012: $0Net Assets 2012: $6,9372012Assets 2013: $8,948Liabilities 2013: $0Net Assets 2013: $8,9482013Assets 2014: $10,127Liabilities 2014: $0Net Assets 2014: $10,1272014Assets 2015: $11,173Liabilities 2015: $0Net Assets 2015: $11,1732015Assets 2016: $13,850Liabilities 2016: $0Net Assets 2016: $13,8502016Assets 2017: $17,366Liabilities 2017: $0Net Assets 2017: $17,3662017Assets 2018: $21,001Liabilities 2018: $0Net Assets 2018: $21,0012018Assets 2019: $16,862Liabilities 2019: $0Net Assets 2019: $16,8622019Assets 2020: $19,044Liabilities 2020: $0Net Assets 2020: $19,0442020Assets 2021: $21,985Liabilities 2021: $0Net Assets 2021: $21,9852021Assets 2022: $19,296Liabilities 2022: $0Net Assets 2022: $19,2962022Assets 2023: $12,765Liabilities 2023: $0Net Assets 2023: $12,7652023Assets 2024: $25,093Liabilities 2024: $0Net Assets 2024: $25,0932024

Highlighted filing

2024

Assets$25,093
Liabilities$0
Net Assets$25,093
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,739Expenses 2011: $46,705Net Income 2011: -$1,9662011Revenue 2012: $57,399Expenses 2012: $61,636Net Income 2012: -$4,2372012Revenue 2013: $68,883Expenses 2013: $66,872Net Income 2013: $2,0112013Revenue 2014: $74,179Expenses 2014: $73,000Net Income 2014: $1,1792014Revenue 2015: $93,311Expenses 2015: $92,265Net Income 2015: $1,0462015Revenue 2016: $80,440Expenses 2016: $77,763Net Income 2016: $2,6772016Revenue 2017: $77,806Expenses 2017: $74,290Net Income 2017: $3,5162017Revenue 2018: $78,491Expenses 2018: $74,856Net Income 2018: $3,6352018Revenue 2019: $67,607Expenses 2019: $71,746Net Income 2019: -$4,1392019Revenue 2020: $31,783Expenses 2020: $29,601Net Income 2020: $2,1822020Revenue 2021: $42,970Expenses 2021: $40,029Net Income 2021: $2,9412021Revenue 2022: $26,165Expenses 2022: $28,854Net Income 2022: -$2,6892022Revenue 2023: $17,676Expenses 2023: $24,207Net Income 2023: -$6,5312023Revenue 2024: $36,525Expenses 2024: $24,197Net Income 2024: $12,3282024

Highlighted filing

2024

Revenue$36,525
Expenses$24,197
Net Income$12,328
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,093
Liabilities
$0
Net assets
$25,093
Revenue
$36,525
Expenses
$24,197
Net income
$12,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$36.5$24.2$12.3
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$17.7$24.2$6.53
2022Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$26.2$28.9$2.69
2021Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$43.0$40.0$2.94
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$31.8$29.6$2.18
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$67.6$71.7$4.14
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$78.5$74.9$3.64
2017Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$77.8$74.3$3.52
2016Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$80.4$77.8$2.68
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$93.3$92.3$1.05
2014Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$74.2$73.0$1.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$0.00$8.95$68.9$66.9$2.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.00$6.94$57.4$61.6$4.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$44.7$46.7$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$36,525
Mission and Program Overview

Mission

Membership organization to benefit mankind

Program Services

DescriptionGrantsExpenses
PROMOTION OF SOCIAL WELFARE TO THOUSANDS OF PEOPLE IN THE COMMUNITY OF BLUE BELL, PENNSYLVANIA$0$24,197
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FERNAND AGOUSergeant-At-Arms-$0--
ANDY JOHANSONBoard Member-$0--
LEILANI KATZBoard Member-$0--
KAREN KESSLERBoard Member-$0--
MARY VILASecretary-$0--
EVAN FINEMANTreasurer-$0--
PETER JONESPresident-$0--
WENDY AXELRODPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Blue Bell
EIN
23-2576180
Phone
6108971790
Address
PO BOX 1011, BLUE BELL, PA 19422-0258

Signing Officer

Name
Evan Fineman
Title
Treasurer
Phone
6108971790
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
William a Loughery
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: district and international dues. Amount: 8,507. Description: meetings expenses. Amount: 4,870. Description: office expenses. Amount: 133. Description: awards and social expenses. Amount: 2,695. Description: technology. Amount: 541. Description: other expenses. Amount: 3,199. Total to form 990-ez, line 16: 19,945.”

Raw XML Appendix139 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06108971790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1011
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLUE BELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0194220258
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012765
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025093
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0495
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012328
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04252
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025093
IRS990EZ/GrossReceiptsAmt036525
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt030334
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012765
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025093
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012765
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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/PersonNm0FERNAND AGOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDY JOHANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEILANI KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN KESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY VILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EVAN FINEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WENDY AXELROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SERGEANT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT-ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019945
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP ORGANIZATION TO BENEFIT MANKIND
IRS990EZ/ProgramServiceRevenueAmt05696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF SOCIAL WELFARE TO THOUSANDS OF PEOPLE IN THE COMMUNITY OF BLUE BELL, PENNSYLVANIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024197
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024197
IRS990EZ/TotalProgramServiceExpensesAmt024197
IRS990EZ/TotalRevenueAmt036525
IRS990EZ/TypeOfOrganizationOtherDesc0CLUB UNDER ROTARY INTL.USA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BLUEBELLROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DISTRICT AND INTERNATIONAL DUES. AMOUNT: 8,507. DESCRIPTION: MEETINGS EXPENSES. AMOUNT: 4,870. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 133. DESCRIPTION: AWARDS AND SOCIAL EXPENSES. AMOUNT: 2,695. DESCRIPTION: TECHNOLOGY. AMOUNT: 541. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,199. TOTAL TO FORM 990-EZ, LINE 16: 19,945.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN FINEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108971790
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BLUE BELL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0232576180
ReturnHeader/Filer/PhoneNum06108971790
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1011
ReturnHeader/Filer/USAddress/CityNm0BLUE BELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194220258
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 S WARNER ROAD SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KING OF PRUSSIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019406
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A LOUGHERY
ReturnHeader/ReturnTs02025-05-13T14:48:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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