Civic Intelligence

The Rotary Club of Lancaster Foundation

990EZ • Fiscal year 2014 • EIN 23-3053966

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 03, 2015

PO Box 138717608-1387

(717) 581-8811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.4%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$405,079

Up $64,157 (+19%) from 2013

Net Assets

Up

$403,319

Up $62,562 (+18%) from 2013

Liabilities

Up

$1,760

Up $1,595 (+967%) from 2013

Revenue

Up

$68,785

Up $4,729 (+7.4%) from 2013

Expenses

Up

$47,117

Up $1,818 (+4.0%) from 2013

Net Income

Up

$21,668

Up $2,911 (+16%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $300,307Liabilities 2011: $5002011Assets 2012: $299,742Liabilities 2012: $0Net Assets 2012: $299,7422012Assets 2013: $340,922Liabilities 2013: $165Net Assets 2013: $340,7572013Assets 2014: $405,079Liabilities 2014: $1,760Net Assets 2014: $403,3192014Assets 2015: $428,024Liabilities 2015: $0Net Assets 2015: $428,0242015Assets 2016: $408,957Liabilities 2016: $0Net Assets 2016: $408,9572016Assets 2017: $622,071Liabilities 2017: $2,679Net Assets 2017: $619,3922017Assets 2018: $691,219Liabilities 2018: $568Net Assets 2018: $690,6512018Assets 2019: $707,909Liabilities 2019: $3,405Net Assets 2019: $704,5042019Assets 2020: $701,127Liabilities 2020: $6,896Net Assets 2020: $694,2312020Assets 2021: $890,140Liabilities 2021: $2,147Net Assets 2021: $887,9932021Assets 2022: $780,404Liabilities 2022: $435Net Assets 2022: $779,9692022Assets 2023: $841,706Liabilities 2023: $1,706Net Assets 2023: $840,0002023Assets 2024: $862,406Liabilities 2024: $0Net Assets 2024: $862,4062024Assets 2025: $946,347Liabilities 2025: $0Net Assets 2025: $946,3472025

Highlighted filing

2014

Assets$405,079
Liabilities$1,760
Net Assets$403,319

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $53,515Expenses 2011: $49,470Net Income 2011: $4,0452011Revenue 2012: $50,766Expenses 2012: $44,871Net Income 2012: $5,8952012Revenue 2013: $64,056Expenses 2013: $45,299Net Income 2013: $18,7572013Revenue 2014: $68,785Expenses 2014: $47,117Net Income 2014: $21,6682014Revenue 2015: $135,073Expenses 2015: $93,742Net Income 2015: $41,3312015Revenue 2016: $153,157Expenses 2016: $164,184Net Income 2016: -$11,0272016Revenue 2017: $223,261Expenses 2017: $56,244Net Income 2017: $167,0172017Revenue 2018: $97,106Expenses 2018: $46,053Net Income 2018: $51,0532018Revenue 2019: $76,136Expenses 2019: $71,945Net Income 2019: $4,1912019Revenue 2020: $40,914Expenses 2020: $44,741Net Income 2020: -$3,8272020Revenue 2021: $123,367Expenses 2021: $53,648Net Income 2021: $69,7192021Revenue 2022: $80,006Expenses 2022: $58,098Net Income 2022: $21,9082022Revenue 2023: $67,806Expenses 2023: $101,626Net Income 2023: -$33,8202023Revenue 2024: $65,046Expenses 2024: $133,187Net Income 2024: -$68,1412024Revenue 2025: $68,384Expenses 2025: $53,170Net Income 2025: $15,2142025

Highlighted filing

2014

Revenue$68,785
Expenses$47,117
Net Income$21,668
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 3, 2015
Return Version
2013v4.0
Gross Receipts
$113,623
Mission and Program Overview

Mission

To support and enhance the quality of public education within the public school districts in and surrounding the lancaster, pennsylvania community; to foster community spirit and enhance the quality of life within the lancaster community by financing and otherwise supporting municipal, community and charitable programs to combat crime, violence, and community deterioration, to encourage and enhance the performing, visual, and fine arts, and to improve the availability and quality of health care; to help relieve the suffering of and improve the quality of life for children and adults in the united states and other countries by war, social upheaval, disease, natural disaster or other causes.

ENHANCE QUALITY OF LIFE

Program Services

DescriptionGrantsExpenses
SUPPORT AND ENHANCE QUALITY OF PUBLIC EDUCATION, FOSTER COMMUNITY SPIRIT, ENHANCE QUALITY OF LIFE THROUGH SUPPORT OF PROGRAMS TO COMBAT CRIME, SUPPORT THE PERFORMING ARTS AND RELIEVE SUFFERING OF WAR, SOCIAL UPHEAVAL, DISEASE AND DISASTERS$29,159$32,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARL BOLTZPresident-$0--
LIZ MARTINVice President-$0--
BRIAN D WASSELLTreasurer-$0--
ELIZABETH GROFFDirector-$0--
DON BANZHOFDirector-$0--
JOHN KERLISHDirector-$0--
STEVE STOCKWELLDirector-$0--
PETER BARBERDirector-$0--
BOB MCCLENATHANSecretary-$0--
SARAH THIBEAULTDirector-$0--
TOM BAUMDirector-$0--
CHARLES F BLUMENSTOCK JRPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,808$46,808$18,216$28,592
Total Events$56,657$56,657$21,502$35,155
Filing and Contact Details

Filer

EIN
23-3053966
Phone
7175818811

Signing Officer

Name
Karl Boltz
Title
President
Phone
7175818811
Signed
2015-04-03
Discuss with paid preparer
Yes

Preparer

Preparer
Lynn a Fitzsimons
Phone
7173928200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 5,621.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: rotary club of lancaster. Affiliate address: p.o. Box 1387 lancaster, pa xxx-xx-xxxx. Purpose of payment: administrative fee. Amount of payment: 4,800.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: united way of lancaster county. Grantee address: 630 janet avenue lancaster, pa 17602. Grantee relationship: none. Amount given: 15,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: st. James episcopal church. Grantee address: 119 n duke street lancaster, pa 17602. Grantee relationship: none. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: girls on the run. Grantee address: 1116 manheim pike lancaster, pa 17601. Grantee relationship: none. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: ywca of lancaster. Grantee address: 110 n lime street lancaster, pa 17602. Grantee relationship: none. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: congregation shaarai shomayim. Grantee address: 75 e james street lancaster, pa 17602. Grantee relationship: none. Amount given: 1,500. Total included on form 990-ez, line 10: 20,000.

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

Description: honduras project. Amount: 8,703. Description: other contributions. Amount: 3,041. Description: jamaica project. Amount: 456. Total to form 990-ez, line 16: 12,200.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain. Amount: 40,894.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from rotary club. Beg. Of year amount: 144. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to rotary internation. Beg. Of year amount: 165. End of year amount: 1,760.

Raw XML Appendix278 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990ScheduleG/StatesWhereGamingConductedCd0PA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY CLUB OF LANCASTER. AFFILIATE ADDRESS: P.O. BOX 1387 LANCASTER, PA XXX-XX-XXXX. PURPOSE OF PAYMENT: ADMINISTRATIVE FEE. AMOUNT OF PAYMENT: 4,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: UNITED WAY OF LANCASTER COUNTY. GRANTEE ADDRESS: 630 JANET AVENUE LANCASTER, PA 17602. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ST. JAMES EPISCOPAL CHURCH. GRANTEE ADDRESS: 119 N DUKE STREET LANCASTER, PA 17602. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: GIRLS ON THE RUN. GRANTEE ADDRESS: 1116 MANHEIM PIKE LANCASTER, PA 17601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: YWCA OF LANCASTER. GRANTEE ADDRESS: 110 N LIME STREET LANCASTER, PA 17602. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: CONGREGATION SHAARAI SHOMAYIM. GRANTEE ADDRESS: 75 E JAMES STREET LANCASTER, PA 17602. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: HONDURAS PROJECT. AMOUNT: 8,703. DESCRIPTION: OTHER CONTRIBUTIONS. AMOUNT: 3,041. DESCRIPTION: JAMAICA PROJECT. AMOUNT: 456. TOTAL TO FORM 990-EZ, LINE 16: 12,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: UNREALIZED GAIN. AMOUNT: 40,894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: DUE FROM ROTARY CLUB. BEG. OF YEAR AMOUNT: 144. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: DUE TO ROTARY INTERNATION. BEG. OF YEAR AMOUNT: 165. END OF YEAR AMOUNT: 1,760.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARL BOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175818811
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF LANCASTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0233053966
ReturnHeader/Filer/PhoneNum07175818811
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1387
ReturnHeader/Filer/USAddress/City0LANCASTER
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0176081387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232489722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WALZ GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 5555
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0176065555
ReturnHeader/PreparerPersonGrp/PhoneNum07173928200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN A FITZSIMONS
ReturnHeader/ReturnTs02015-04-03T16:25:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$0.68$0.53$0.15
2024Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.65$1.33$0.68
2023Detailed filing. Detailed filing data is available for this year.$8.42$0.02$8.40$0.68$1.02$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.80$0.58$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.02$8.88$1.23$0.54$0.70
2020Detailed filing. Detailed filing data is available for this year.$7.01$0.07$6.94$0.41$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.03$7.05$0.76$0.72$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.91$0.97$0.46$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.22$0.03$6.19$2.23$0.56$1.67
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.53$1.64$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$1.35$0.94$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.03$0.69$0.47$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$0.64$0.45$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.51$0.45$0.06
2011Summary only. Only limited summary data is available for this year.$3.00$0.01$0.54$0.49$0.04