Civic Intelligence

Kutztown Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2020 • EIN 23-2987274

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 13, 2020

Organization ProfileN/A
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.2%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$69,350

Down $5,348 (-7.2%) from 2019

Net Assets

Down

$69,350

Down $5,348 (-7.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$16,836

Down $14,731 (-47%) from 2019

Expenses

Down

$22,184

Down $5,244 (-19%) from 2019

Net Income

Down

-$5,348

Down $9,487 (-229%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$69,350
Liabilities-
Net Assets$69,350
Open 2020 Filing

Operations Trend

Revenue Growth24th 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

2020

Revenue$16,836
Expenses$22,184
Net Income-$5,348
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$16,836
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.$21,000$21,200
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CHRISTINE WILLIAMSPresident-$0--
NANCY HILDENBRANDSecretary-$0--
BARRY MARTINTreasurer-$0--
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
2020-10-13
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
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 359 bank service charge 138 miscellaneous 62 total 559”

Raw XML Appendix150 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/PersonNm0SUSAN CHRISTINE WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum06106838106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 427
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KUTZTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07167
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5348
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074698
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069350
IRS990EZ/FundraisingGrossIncomeAmt09307
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021000
IRS990EZ/GrossReceiptsAmt016836
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0362
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN CHRISTINE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HILDENBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARRY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0559
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/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt09307
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022184
IRS990EZ/TotalProgramServiceExpensesAmt021200
IRS990EZ/TotalRevenueAmt016836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01820
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09307
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt019040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt012915
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt025110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt083315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01820
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97960
IRS990ScheduleA/PublicSupportPY509Pct00.98340
IRS990ScheduleA/PublicSupportTotal509Amt087380
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025110
IRS990ScheduleA/Total509Grp/TotalAmt087380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025448
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 359 BANK SERVICE CHARGE 138 MISCELLANEOUS 62 TOTAL 559
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CHRISTINE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06102954785
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
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
ReturnHeader/Filer/USAddress/ZIPCd019530
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089FF6633831F63034B10D617EF0AA521065F870B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E36EF3738E66E85C53947603A93930512D522F47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.118.30.205
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:58:46
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/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C ROBERT RICE JR
ReturnHeader/ReturnTs02020-11-13T14:58:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,350
Liabilities
-
Net assets
$69,350
Revenue
$16,836
Expenses
$22,184
Net income
-$5,348
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