Civic Intelligence

Kutztown Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2015 • EIN 23-2987274

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 31, 2015

Organization ProfileN/A
PO Box 127Kutztown, PA 19530

(610) 683-6026

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

31st percentile

-8.4%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,072

Down $6,398 (-8.4%) from 2014

Net Assets

Down

$70,072

Down $6,398 (-8.4%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Up

$10,822

Up $2,298 (+27%) from 2014

Expenses

Up

$17,220

Up $7,395 (+75%) from 2014

Net Income

Down

-$6,398

Down $5,097 (-392%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2011: $69,731Liabilities 2011: $0Net Assets 2011: $69,7312011Assets 2012: $72,514Liabilities 2012: $02012Assets 2013: $77,771Net Assets 2013: $77,7712013Assets 2014: $76,470Net Assets 2014: $76,4702014Assets 2015: $70,072Net Assets 2015: $70,0722015Assets 2016: $72,102Net Assets 2016: $72,1022016Assets 2017: $65,775Net Assets 2017: $65,7752017Assets 2018: $70,559Net Assets 2018: $70,5592018Assets 2019: $74,698Net Assets 2019: $74,6982019Assets 2020: $69,350Net Assets 2020: $69,3502020Assets 2021: $59,377Net Assets 2021: $59,3772021Assets 2022: $59,077Net Assets 2022: $59,0772022Assets 2023: $59,835Net Assets 2023: $59,8352023Assets 2024: $68,363Net Assets 2024: $68,3632024Assets 2025: $55,748Net Assets 2025: $55,7482025

Highlighted filing

2015

Assets$70,072
Liabilities-
Net Assets$70,072
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$40K$20K$0-$20KRevenue 2011: $12,482Expenses 2011: $6,794Net Income 2011: $5,6882011Revenue 2012: $9,077Expenses 2012: $6,294Net Income 2012: $2,7832012Revenue 2013: $11,490Expenses 2013: $6,233Net Income 2013: $5,2572013Revenue 2014: $8,524Expenses 2014: $9,825Net Income 2014: -$1,3012014Revenue 2015: $10,822Expenses 2015: $17,220Net Income 2015: -$6,3982015Revenue 2016: $18,708Expenses 2016: $16,678Net Income 2016: $2,0302016Revenue 2017: $18,673Expenses 2017: $25,000Net Income 2017: -$6,3272017Revenue 2018: $30,184Expenses 2018: $25,400Net Income 2018: $4,7842018Revenue 2019: $31,567Expenses 2019: $27,428Net Income 2019: $4,1392019Revenue 2020: $16,836Expenses 2020: $22,184Net Income 2020: -$5,3482020Revenue 2021: $6,152Expenses 2021: $16,125Net Income 2021: -$9,9732021Revenue 2022: $20,099Expenses 2022: $20,400Net Income 2022: -$3012022Revenue 2023: $24,408Expenses 2023: $23,650Net Income 2023: $7582023Revenue 2024: $30,441Expenses 2024: $21,913Net Income 2024: $8,5282024Revenue 2025: $8,765Expenses 2025: $21,380Net Income 2025: -$12,6152025

Highlighted filing

2015

Revenue$10,822
Expenses$17,220
Net Income-$6,398
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$18,072
Mission and Program Overview

Mission

Support other charitable organizations in kutztown area.

Program Services

DescriptionGrantsExpenses
ORGANIZING FUNDRAISERS TO SUPPORT OTHER CHARITABLE ORGANIZATIONS IN KUTZTOWN AREA.$17,150$17,150
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY BIEHLPresident-$0--
NANCY HILDENBRANDSecretary-$0--
DENNIS R LUTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$15,565$15,565$7,250$8,315
Total Events$15,565$15,565$7,250$8,315
Filing and Contact Details

Filer

Filer Name
Kutztown Rotary Charitable
EIN
23-2987274
Phone
6106836026
Address
PO BOX 127, KUTZTOWN, PA 19530

Signing Officer

Name
Dennis R Lutz
Title
Treasurer
Phone
6106836026
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Rice CPA
Address
200 SPRING RIDGE DR STE 102, WYOMISSING, PA 19610-3334
Preparer
C Robert Rice Jr
Phone
6103742595
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses information technology 70 total 70”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DENNIS R LUTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06106836026
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0633 LUELLA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KUTZTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6398
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070072
IRS990EZ/FundraisingGrossIncomeAmt015565
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017150
IRS990EZ/GrossReceiptsAmt018072
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0107
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076470
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076470
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY BIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HILDENBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS R LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OTHER CHARITABLE ORGANIZATIONS IN KUTZTOWN AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZING FUNDRAISERS TO SUPPORT OTHER CHARITABLE ORGANIZATIONS IN KUTZTOWN AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07250
IRS990EZ/SpecialEventsNetIncomeLossAmt08315
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017220
IRS990EZ/TotalProgramServiceExpensesAmt017150
IRS990EZ/TotalRevenueAmt010822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0447
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01313
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt015565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt014851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt017560
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018790
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt082731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01313
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98510
IRS990ScheduleA/PublicSupportPY509Pct00.97660
IRS990ScheduleA/PublicSupportTotal509Amt086631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018790
IRS990ScheduleA/Total509Grp/TotalAmt086631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019237
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087944
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015565
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08315
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 70 TOTAL 70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS R LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106836026
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KUTZTOWN ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KUTZ
ReturnHeader/Filer/EIN0232987274
ReturnHeader/Filer/PhoneNum06106836026
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 127
ReturnHeader/Filer/USAddress/CityNm0KUTZTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272797927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SPRING RIDGE DR STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196103334
ReturnHeader/PreparerPersonGrp/PhoneNum06103742595
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C ROBERT RICE JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-10T10:58:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,072
Liabilities
-
Net assets
$70,072
Revenue
$10,822
Expenses
$17,220
Net income
-$6,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$55.7$55.7$8.77$21.4$12.6
2024Detailed filing. Detailed filing data is available for this year.$68.4$68.4$30.4$21.9$8.53
2023Detailed filing. Detailed filing data is available for this year.$59.8$59.8$24.4$23.7$0.76
2022Detailed filing. Detailed filing data is available for this year.$59.1$59.1$20.1$20.4$0.30
2021Detailed filing. Detailed filing data is available for this year.$59.4$59.4$6.15$16.1$9.97
2020Detailed filing. Detailed filing data is available for this year.$69.4$69.4$16.8$22.2$5.35
2019Detailed filing. Detailed filing data is available for this year.$74.7$74.7$31.6$27.4$4.14
2018Detailed filing. Detailed filing data is available for this year.$70.6$70.6$30.2$25.4$4.78
2017Detailed filing. Detailed filing data is available for this year.$65.8$65.8$18.7$25.0$6.33
2016Detailed filing. Detailed filing data is available for this year.$72.1$72.1$18.7$16.7$2.03
2015Detailed filing. Detailed filing data is available for this year.$70.1$70.1$10.8$17.2$6.40
2014Detailed filing. Detailed filing data is available for this year.$76.5$76.5$8.52$9.83$1.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.8$77.8$11.5$6.23$5.26
2012Summary only. Only limited summary data is available for this year.$72.5$0.00$9.08$6.29$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.7$0.00$69.7$12.5$6.79$5.69