Civic Intelligence

Kutztown Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2023 • EIN 23-2987274

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$59,835

Up $758 (+1.3%) from 2022

Net Assets

Up

$59,835

Up $758 (+1.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$24,408

Up $4,309 (+21%) from 2022

Expenses

Up

$23,650

Up $3,250 (+16%) from 2022

Net Income

Up

$758

Up $1,059 (+352%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2023

Assets$59,835
Liabilities-
Net Assets$59,835
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$24,408
Expenses$23,650
Net Income$758
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$24,408
Mission and Program Overview

Mission

Support other charitable organizations in kutztown area.

Support other charitable organizations in kutztown area

Program Services

DescriptionGrantsExpenses
ORGANIZING FUNDRAISERS TO SUPPORT OTHER CHARITABLE ORGANIZATIONS IN KUTZTOWN AREA$23,250$23,250
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA KIRKSecretary-$0--
TOM KULPPresident-$0--
JONI MCPIKETresurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Kutzto$6,500---
Ghost Tour$5,830$5,830-$5,830
Total Events$12,330$5,830-$5,830
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
Joni Mcpike
Title
Tresurer
Phone
6106838106
Signed
2024-05-07

Preparer

Firm
North American Forensic Accounting Pc
Address
901 DAWN AVE STE A, EPHRATA, PA 17522
Preparer
W Lee Prussman
Phone
7174666800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“OTHER 62 TOTAL 62”

Raw XML Appendix166 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/PersonNm0TOM KULP
IRS990EZ/BooksInCareOfDetail/PhoneNum06106838106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0158 SUNDAY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KUTZTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014013
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0758
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059077
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IRS990EZ/FundraisingGrossIncomeAmt010310
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023250
IRS990EZ/GrossReceiptsAmt024408
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM KULP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONI MCPIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRESURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt062
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/GrantsAndAllocationsAmt023250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt010310
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023650
IRS990EZ/TotalProgramServiceExpensesAmt023250
IRS990EZ/TotalRevenueAmt024408
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0379
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07275
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09307
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt016943
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt033525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0942
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98930
IRS990ScheduleA/PublicSupportPY509Pct00.98500
IRS990ScheduleA/PublicSupportTotal509Amt086942
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017816
IRS990ScheduleA/Total509Grp/TotalAmt086942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018195
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087884
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE OF KUTZTO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GHOST TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05830
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 62 TOTAL 62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONI MCPIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRESURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106838106
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474108136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTH AMERICAN FORENSIC ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 DAWN AVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EPHRATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017522
ReturnHeader/PreparerPersonGrp/PhoneNum07174666800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W LEE PRUSSMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T13:22:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCPIKE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,835
Liabilities
-
Net assets
$59,835
Revenue
$24,408
Expenses
$23,650
Net income
$758
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