Civic Intelligence

Rose Valley Folk

990 • Fiscal year 2023 • EIN 23-6018354

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 25, 2023

PO Box 109Rose Valley, PA 19065

(610) 566-2040

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Net Margin

42nd percentile

4.7%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$37,190

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.4%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.7%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,135,036

Up $15,198 (+1.4%) from 2022

Net Assets

Up

$1,135,036

Up $15,198 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$324,864

Up $8,604 (+2.7%) from 2022

Expenses

Up

$309,666

Up $43,582 (+16%) from 2022

Net Income

Down

$15,198

Down $34,978 (-70%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $756,571Liabilities 2011: $125,000Net Assets 2011: $631,5712011Assets 2012: $760,657Liabilities 2012: $114,413Net Assets 2012: $646,2442012Assets 2013: $772,018Liabilities 2013: $103,440Net Assets 2013: $668,5782013Assets 2014: $801,606Liabilities 2014: $92,068Net Assets 2014: $709,5382014Assets 2015: $850,077Liabilities 2015: $80,283Net Assets 2015: $769,7942015Assets 2016: $928,407Liabilities 2016: $68,069Net Assets 2016: $860,3382016Assets 2017: $1,026,896Liabilities 2017: $55,410Net Assets 2017: $971,4862017Assets 2018: $1,053,848Liabilities 2018: $42,291Net Assets 2018: $1,011,5572018Assets 2019: $1,136,920Liabilities 2019: $28,695Net Assets 2019: $1,108,2252019Assets 2020: $1,071,721Liabilities 2020: $14,604Net Assets 2020: $1,057,1172020Assets 2021: $1,069,662Liabilities 2021: $0Net Assets 2021: $1,069,6622021Assets 2022: $1,119,838Liabilities 2022: $0Net Assets 2022: $1,119,8382022Assets 2023: $1,135,036Liabilities 2023: $0Net Assets 2023: $1,135,0362023Assets 2024: $1,157,937Liabilities 2024: $0Net Assets 2024: $1,157,9372024Assets 2025: $1,215,010Liabilities 2025: $0Net Assets 2025: $1,215,0102025

Highlighted filing

2023

Assets$1,135,036
Liabilities$0
Net Assets$1,135,036

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $204,1362011Expenses 2012: $232,5292012Expenses 2013: $236,9262013Revenue 2014: $265,083Expenses 2014: $224,123Net Income 2014: $40,9602014Revenue 2015: $279,285Expenses 2015: $219,029Net Income 2015: $60,2562015Revenue 2016: $282,750Expenses 2016: $192,206Net Income 2016: $90,5442016Revenue 2017: $428,743Expenses 2017: $317,595Net Income 2017: $111,1482017Revenue 2018: $352,290Expenses 2018: $312,219Net Income 2018: $40,0712018Revenue 2019: $377,152Expenses 2019: $280,484Net Income 2019: $96,6682019Revenue 2020: $319,118Expenses 2020: $370,226Net Income 2020: -$51,1082020Revenue 2021: $153,927Expenses 2021: $141,382Net Income 2021: $12,5452021Revenue 2022: $316,260Expenses 2022: $266,084Net Income 2022: $50,1762022Revenue 2023: $324,864Expenses 2023: $309,666Net Income 2023: $15,1982023Revenue 2024: $323,428Expenses 2024: $300,527Net Income 2024: $22,9012024Revenue 2025: $310,025Expenses 2025: $252,952Net Income 2025: $57,0732025

Highlighted filing

2023

Revenue$324,864
Expenses$309,666
Net Income$15,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 25, 2023
Return Version
2022v5.0
Gross Receipts
$324,864
Mission and Program Overview

Mission

Rose valley folk is an organization that provides recreational facilities for membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$949,773$976,149▲ $26,376
Savings and Temporary Cash Investments$75,973$91,107▲ $15,134
Cash and Non-Interest-Bearing Accounts$94,092$67,780▼ $26,312
Total Assets$1,119,838$1,135,036▲ $15,198
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,119,838$1,135,036▲ $15,198
Total Net Assets Fund Balance$1,119,838$1,135,036▲ $15,198
Total Liabilities and Net Assets / Fund Balance$1,119,838$1,135,036▲ $15,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$697,140-$697,140
Land$279,009-$279,009
Compensation and Service Providers

Employees

NameTitleBaseTotal
Robert HealyBldg & Grds$37,190$37,190

Board Members and Trustees

NameTitle
James OetingerChairman
Rex RussellVice Chairma
Marge FirnAuditor
Kathryn MehanENTERTAINM'T
Marilyn BullockENTERTAINM'T
Dave MillerHouse & Grd
Bill HaleLong Range P
Donna FerruzziMembership D
Kelly CaulfieldRental Direc
Gina GibbsSecretary
RICHARD O'FLYNNTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$324,731
Investment Income
$133
Other Revenue
$0
Change in Net Assets
$15,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$324,864
Total Revenue per Audited Statements
$324,864
Total Revenue per Form 990
$324,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,666
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$119,631$3,512-$123,143
Fees for Services Other$54,202$1,676-$55,878
Insurance$36,644$645-$37,289
Fees for Services Accounting$9,894$306-$10,200
Other Expenses$6,488$7,922-$6,488
Information Technology$2,033--$2,033
Office Expenses$1,657$51-$1,708
Total Functional Expenses$295,554$14,112$0$309,666

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$309,666
Total Expenses per Audited Statements$309,666
Total Expenses per Form 990$309,666
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberGrd & Bldg ServicesNo$37,190
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Rose valley folk members elect the board of directors annually.

Form 990, Page 6, Part VI, Line 7B

Members of rose valley folk approve the budget annually prepared by the board of directors and any significant actions taken by the board.

Form 990, Page 6, Part VI, Line 11B

The 990 return is presented to the board of directors by the treasurer for approval prior to filing with irs.

Form 990, Page 6, Part VI, Line 15B

Officers who receive compensation are excluded from process and approval of compensation amounts.

Form 990, Page 6, Part VI, Line 19

The bylaws of the organizations are distributed to each member. The financial documents are reviewed and approved monthly by the board of directors and presented to all membership at the quarterly membership meeting.

Filing and Contact Details

Filer

Filer Name
Rose Valley Folk
EIN
23-6018354
Phone
6105662040
Address
PO BOX 109, ROSE VALLEY, PA 19065

Signing Officer

Name
RICHARD O'FLYNN
Title
Treasurer
Signed
2023-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Oetinger
Formed
1901
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
20

Preparer

Firm
Fischer Cunnane & Associates Ltd
Address
11 TURNER LN, WEST CHESTER, PA 19380-4805
Preparer
Donna L Urian CPA
Phone
6104311003
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers of the organization plan and run the member events. The events include holiday parties and various events through out the year.

Form 990, Part IX, Line 11G

Building and grounds 54,202 1,676 0

Raw XML Appendix363 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ROBERT HEALY (INDIVIDUAL)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt037190
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0GRD & BLDG SERVICES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt01099S WERE ISSUED TO BOARD MEMBER ROBERT HEALY AND HIS SPOUSE PAULA HEALY FOR CALENDAR YEAR 2022.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS OF THE ORGANIZATION PLAN AND RUN THE MEMBER EVENTS. THE EVENTS INCLUDE HOLIDAY PARTIES AND VARIOUS EVENTS THROUGH OUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROSE VALLEY FOLK MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF ROSE VALLEY FOLK APPROVE THE BUDGET ANNUALLY PREPARED BY THE BOARD OF DIRECTORS AND ANY SIGNIFICANT ACTIONS TAKEN BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS BY THE TREASURER FOR APPROVAL PRIOR TO FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS WHO RECEIVE COMPENSATION ARE EXCLUDED FROM PROCESS AND APPROVAL OF COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BYLAWS OF THE ORGANIZATIONS ARE DISTRIBUTED TO EACH MEMBER. THE FINANCIAL DOCUMENTS ARE REVIEWED AND APPROVED MONTHLY BY THE BOARD OF DIRECTORS AND PRESENTED TO ALL MEMBERSHIP AT THE QUARTERLY MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUILDING AND GROUNDS 54,202 1,676 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01119838
IRS990/TotalAssetsEOYAmt01135036
IRS990/TotalAssetsGrp/BOYAmt01119838
IRS990/TotalAssetsGrp/EOYAmt01135036
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295554
IRS990/TotalFunctionalExpensesGrp/TotalAmt0309666
IRS990/TotalGrossUBIAmt061652
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01119838
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01135036
IRS990/TotalProgramServiceExpensesAmt0295554
IRS990/TotalProgramServiceRevenueAmt0324731
IRS990/TotalReportableCompFromOrgAmt037190
IRS990/TotalRevenueGrp/ExclusionAmt0133
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0263079
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324864
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt061652
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01119838
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01135036
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0115 VALLEY PLACE
IRS990/USAddress/CityNm0MEDIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019063
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.ROSEVALLEYFOLK.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD O'FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE VALLEY FOLK
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0236018354
ReturnHeader/Filer/PhoneNum06105662040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 109
ReturnHeader/Filer/USAddress/CityNm0ROSE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233060583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER CUNNANE & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 TURNER LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193804805
ReturnHeader/PreparerPersonGrp/PhoneNum06104311003
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L URIAN CPA
ReturnHeader/ReturnTs02023-08-28T13:09:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OFLYNN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.31$0.25$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.32$0.30$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.32$0.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.32$0.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.15$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.32$0.37$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.38$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.01$0.35$0.31$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.97$0.43$0.32$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.07$0.86$0.28$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.08$0.77$0.28$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.09$0.71$0.27$0.22$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.10$0.67$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.11$0.65$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.13$0.63$0.20