Civic Intelligence

Rotary International Swarthmore Pa Rotary

EIN 23-6281721 • 501(c)4 • Swarthmore, PA

Profile

Encourage & foster ideals of service

PO Box 4Swarthmore, PA 19081

www.swarthmorerotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.24x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$15,522

Down $2,251 (-13%) from 2019

Liabilities

Up

$3,732

Up $2,076 (+125%) from 2019

Net Assets

Down

$11,790

Down $4,327 (-27%) from 2019

Revenue

Down

$24,322

Down $28,541 (-54%) from 2019

Expenses

Down

$23,806

Down $37,039 (-61%) from 2019

Net Income

Up

$516

Up $8,498 (+106%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $1,011Liabilities 2010: $0Net Assets 2010: $1,0112010Assets 2012: $23,650Liabilities 2012: $0Net Assets 2012: $23,6502012Assets 2013: $33,374Liabilities 2013: $0Net Assets 2013: $33,3742013Assets 2014: $40,229Liabilities 2014: $0Net Assets 2014: $40,2292014Assets 2015: $74,368Liabilities 2015: $31,069Net Assets 2015: $43,2992015Assets 2017: $24,320Liabilities 2017: $1,403Net Assets 2017: $22,9172017Assets 2018: $24,790Liabilities 2018: $691Net Assets 2018: $24,0992018Assets 2019: $17,773Liabilities 2019: $1,656Net Assets 2019: $16,1172019Assets 2021: $15,522Liabilities 2021: $3,732Net Assets 2021: $11,7902021

Highlighted filing

2021

Assets$15,522
Liabilities$3,732
Net Assets$11,790

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $46,768Expenses 2010: $52,562Net Income 2010: -$5,7942010Revenue 2012: $59,690Expenses 2012: $44,218Net Income 2012: $15,4722012Revenue 2013: $50,871Expenses 2013: $41,147Net Income 2013: $9,7242013Revenue 2014: $49,659Expenses 2014: $42,804Net Income 2014: $6,8552014Revenue 2015: $47,628Expenses 2015: $44,558Net Income 2015: $3,0702015Revenue 2017: $58,773Expenses 2017: $54,639Net Income 2017: $4,1342017Revenue 2018: $53,557Expenses 2018: $52,375Net Income 2018: $1,1822018Revenue 2019: $52,863Expenses 2019: $60,845Net Income 2019: -$7,9822019Revenue 2021: $24,322Expenses 2021: $23,806Net Income 2021: $5162021

Highlighted filing

2021

Revenue$24,322
Expenses$23,806
Net Income$516

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 30, 2018
Return Version
2016v3.0
Gross Receipts
$58,773
Mission and Program Overview

Mission

Encourage & foster ideals of service

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT PROGRAMS - WEEKLY MEETINGS TO DISCUSS AND PLAN COMMUNITY AFFAIRS$3,469-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY CHARLTONPresident-$0--
CRAIG FAVAPresident Electmembership-$0--
LISA LEEImmediate Past President-$0--
GEORGE WHITFIELDSecretary-$0--
BRIAN CASEYE Secretary-$0--
BILL HALEClub Service-$0--
LORI MARKUSFELDInternational Service-$0--
MARIA ZISSIMOSNew Generations Service-$0--
STEVE LAXTONFoundations Service-$0--
MARTY SPIEGELCharitable Trust-$0--
GLADYS SNIVELYTreasurervocational Servicebudget-$0--
THERESA HARTZELLCommunity Service-$0--
PERRI EVANSONPublic Relations-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Swarthmore Pa Rotary
EIN
23-6281721
Address
PO BOX 4, SWARTHMORE, PA 19081

Signing Officer

Name
Gladys Snively
Title
CPA
Phone
6105437200
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Joshua Twersky & Company
Address
801 YALE AVENUE SUITE G1, SWARTHMORE, PA 19081
Preparer
Joshua Twersky CPA
Phone
6105437200
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

AMOUNT 3,469

Description of other expenses Part I line 16

Description amountdues to affiliated organizations 7,254conferences 3,071bank charges 15club activities 40,137

Description of other assets Part II line 24

Category beginning of year end of yearmembership in swarthmore co-op 300 300accounts receivable 864 0

Description of total liabilities Part II line 26

Category beginning of year end of yearaccounts payable 764 1,403funds held for dist to others 19,000 0

Raw XML Appendix180 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOY CHARLTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt050477
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE & FOSTER IDEALS OF SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0693
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03469
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMOUNT 3,469
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARMEMBERSHIP IN SWARTHMORE CO-OP 300 300ACCOUNTS RECEIVABLE 864 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/FilingSecurityInformation/IPTm013:57:29
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ReturnHeader/ReturnTs02018-05-03T13:56:29-04:00
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ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits