Civic Intelligence

Kutztown Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2019 • EIN 23-2987274

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 14, 2019

PO Box 127Kutztown, PA 19530

(610) 683-8106

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$74,698

Up $4,139 (+5.9%) from 2018

Net Assets

Up

$74,698

Up $4,139 (+5.9%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$31,567

Up $1,383 (+4.6%) from 2018

Expenses

Up

$27,428

Up $2,028 (+8.0%) from 2018

Net Income

Down

$4,139

Down $645 (-13%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$74,698
Liabilities-
Net Assets$74,698

Operations Trend

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

2019

Revenue$31,567
Expenses$27,428
Net Income$4,139
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$38,745
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.$26,600$26,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CHRISTINE WILLIAMSPresident-$0--
NANCY HILDENBRANDSecretary-$0--
BARRY MARTINTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$16,943$16,943$7,178$9,765
Total Events$16,943$16,943$7,178$9,765
Filing and Contact Details

Filer

Filer Name
Kutztown Rotary Charitable
EIN
23-2987274
Phone
6106838106
Address
PO BOX 127, KUTZTOWN, PA 19530

Signing Officer

Name
Susan Christine Williams
Title
President
Phone
6102954785
Signed
2019-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Rice CPA Pc
Address
200 SPRING RIDGE DR STE 102, WYOMISSING, PA 19610-3334
Preparer
C Robert Rice Jr
Phone
6103742595
Raw XML Appendix156 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KUTZTOWN
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OTHER CHARITABLE ORGANIZATIONS IN KUTZTOWN AREA.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07178
IRS990EZ/SpecialEventsNetIncomeLossAmt09765
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027428
IRS990EZ/TotalProgramServiceExpensesAmt026600
IRS990EZ/TotalRevenueAmt031567
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt012915
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt025110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt015565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt089573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0379
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0338
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IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98340
IRS990ScheduleA/PublicSupportPY509Pct00.98560
IRS990ScheduleA/PublicSupportTotal509Amt092871
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017965
IRS990ScheduleA/Total509Grp/TotalAmt092871
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt094436
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07178
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CHRISTINE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06102954785
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KUTZTOWN ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KUTZ
ReturnHeader/Filer/EIN0232987274
ReturnHeader/Filer/PhoneNum06106838106
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 127
ReturnHeader/Filer/USAddress/CityNm0KUTZTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:31:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811032244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICE CPA PC
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/PreparationDt02019-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C ROBERT RICE JR
ReturnHeader/ReturnTs02019-10-12T11:31:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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