Civic Intelligence

Rotary International Lititz Rotary

990EZ • Fiscal year 2013 • EIN 23-6296664

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 07, 2013

Organization ProfileLITITZROTARY.COM
450 S Locust Street17543
Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

90th percentile

0.57x

Higher debt load relative to revenue than 90% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

28th percentile

-9.8%

Faster revenue growth than 28% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$487,423

Up $15,183 (+3.2%) from 2012

Net Assets

Up

$411,941

Up $13,001 (+3.3%) from 2012

Liabilities

Up

$75,482

Up $2,182 (+3.0%) from 2012

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin68th percentile

Revenue

Down

$131,673

Down $14,377 (-9.8%) from 2012

Expenses

Up

$116,482

Up $4,043 (+3.6%) from 2012

Net Income

Down

$15,191

Down $18,420 (-55%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2012: $472,240Liabilities 2012: $73,300Net Assets 2012: $398,9402012Assets 2013: $487,423Liabilities 2013: $75,482Net Assets 2013: $411,9412013Assets 2014: $501,171Liabilities 2014: $79,920Net Assets 2014: $421,2512014Assets 2015: $513,115Liabilities 2015: $107,725Net Assets 2015: $405,3902015Assets 2016: $510,560Liabilities 2016: $100,625Net Assets 2016: $409,9352016Assets 2017: $539,447Liabilities 2017: $91,875Net Assets 2017: $447,5722017Assets 2018: $548,736Liabilities 2018: $90,382Net Assets 2018: $458,3542018Assets 2019: $567,169Liabilities 2019: $80,190Net Assets 2019: $486,9792019Assets 2020: $515,771Liabilities 2020: $71,158Net Assets 2020: $444,6132020Assets 2021: $441,278Liabilities 2021: $79,153Net Assets 2021: $362,1252021Assets 2022: $381,972Liabilities 2022: $81,021Net Assets 2022: $300,9512022Assets 2023: $412,960Liabilities 2023: $92,890Net Assets 2023: $320,0702023Assets 2024: $459,055Liabilities 2024: $85,745Net Assets 2024: $373,3102024Assets 2025: $433,603Liabilities 2025: $89,539Net Assets 2025: $344,0642025

Highlighted filing

2013

Assets$487,423
Liabilities$75,482
Net Assets$411,941
Open 2013 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2012: $146,050Expenses 2012: $112,439Net Income 2012: $33,6112012Revenue 2013: $131,673Expenses 2013: $116,482Net Income 2013: $15,1912013Revenue 2014: $124,386Expenses 2014: $137,015Net Income 2014: -$12,6292014Revenue 2015: $159,265Expenses 2015: $157,146Net Income 2015: $2,1192015Revenue 2016: $124,429Expenses 2016: $113,406Net Income 2016: $11,0232016Revenue 2017: $121,506Expenses 2017: $113,917Net Income 2017: $7,5892017Revenue 2018: $126,899Expenses 2018: $124,346Net Income 2018: $2,5532018Revenue 2019: $144,018Expenses 2019: $115,630Net Income 2019: $28,3882019Revenue 2020: $114,538Expenses 2020: $145,375Net Income 2020: -$30,8372020Revenue 2021: $111,280Expenses 2021: $176,101Net Income 2021: -$64,8212021Revenue 2022: $136,099Expenses 2022: $135,841Net Income 2022: $2582022Revenue 2023: $118,785Expenses 2023: $122,725Net Income 2023: -$3,9402023Revenue 2024: $130,083Expenses 2024: $109,387Net Income 2024: $20,6962024Revenue 2025: $46,904Expenses 2025: $95,241Net Income 2025: -$48,3372025

Highlighted filing

2013

Revenue$131,673
Expenses$116,482
Net Income$15,191
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 7, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

The object of the rotary is to encourage and foster the idea of service as a basis of worthy enterprise and, in particular, to encourage and foster: the development of acquaintances as an opportunity for service; high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business, and community life; the advancement of international understanding; goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Filing and Contact Details

Filer

EIN
23-6296664
Raw XML Appendix153 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
CompensationExplanation/Compensation/PersonName0MR DAVID HAGER
CompensationExplanation/Compensation/PersonName1MR PHILIP BURKHOLDER
CompensationExplanation/Compensation/PersonName2MR DAVID PEGG
CompensationExplanation/Compensation/PersonName3MR WILLIAM BARNETT
CompensationExplanation/Compensation/PersonName4MR JOHN HUBER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0377214
IRS990EZ/CashSavingsAndInvestments/EOY0395752
IRS990EZ/ContributionsGiftsGrantsEtc06402
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear015191
IRS990EZ/FeesAndOthPymtToIndContractors01975
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome0143971
IRS990EZ/GrantsAndSimilarAmountsPaid087425
IRS990EZ/GrossReceipts0183292
IRS990EZ/GroupExemptionNumber00573
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome06006
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues024945
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0398940
IRS990EZ/NetAssetsOrFundBalancesBOY0398940
IRS990EZ/NetAssetsOrFundBalances/EOY0411941
IRS990EZ/NetAssetsOrFundBalancesEOY0411941
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.85
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MR DAVID HAGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MR PHILIP BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MR DAVID PEGG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MR WILLIAM BARNETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MR JOHN HUBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4PAST PRESIDE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY095026
IRS990EZ/OtherAssetsTotal/EOY091671
IRS990EZ/OtherChangesInNetAssets0-2190
IRS990EZ/OtherExpensesTotal026650
IRS990EZ/PrimaryExemptPurpose0THE OBJECT OF THE ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE; HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING; GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/PrintingPublicationsPostage0432
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE ORGANIZATION PROVIDED EDUCATION LOANS TO 40 INDIVIDUALS. THE EXPENSES SHOWN ON LINE 28A REPRESENT PROGRAM EXPENSES OF THE ORGANIZATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE ORGANIZATION PROVIDED GRANTS TO 32 VARIOUS ORGANIZATION.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations087425
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses029057
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses187425
IRS990EZ/ProgramServiceRevenue01968
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses051619
IRS990EZ/SpecialEventsNetIncomeLoss092352
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY073300
IRS990EZ/SumOfTotalLiabilities/EOY075482
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10450 S LOCUST STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LITITZ
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode017543
IRS990EZ/TheBooksAreInCareOf/NamePerson0DAVID PEGG
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07176272559
IRS990EZ/TotalAssets/BOY0472240
IRS990EZ/TotalAssets/EOY0487423
IRS990EZ/TotalExpenses0116482
IRS990EZ/TotalProgramServiceExpenses0116482
IRS990EZ/TotalRevenue0131673
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0LITITZROTARY.COM
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents050316
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1074200
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2044122
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents022731
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0141053
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1074200
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2044122
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents022731
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents0141053
IRS990ScheduleG/EventsInformation/NameOfEvent10CRAFT SHOW
IRS990ScheduleG/EventsInformation/NameOfEvent20TRAVELOGUE
IRS990ScheduleG/EventsInformation/NetIncomeSummary090737
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1012970
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2027609
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents09737
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents050316
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0AEVIDUM 08/06/2012 301 MAPLE ST CASH LITITZ, PA 17543 7,200 0 0 LITITZ WARWICK COMMUNITY CHEST 09/10/2012 200 W ORANGE ST CASH LITITZ, PA 17543 7,250 0 0 LITITZ REC 10/31/2012 301 MAPLE ST CASH LITITZ, PA 17543 10,000 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES CLUB OPERATIONS 1,171 BANK FEES 30 INVESTMENT FEES 287 MISCELLANEOUS FEES 25 DUES 2,892 DISTRICT EXPENSES 2,230 MEALS 17,307 SOCIALS 2,228 NON-INVESTMENT DEPRECIATION 480 TOTAL 26,650
IRS990ScheduleO/GeneralExplanation/Explanation2UNREALIZED LOSS ON INVESTMENTS -2,190
IRS990ScheduleO/GeneralExplanation/Explanation3SCHOLARSHIPS RECEIVABLE 93,346 84,875 PREPAID EXPENSES AND DEFERRED CHARGES 0 5,596 EQUPIMENT 2,400 2,400 LESS ACCUMULATED DEPRECIATION 720 1,200 TOTAL 95,026 91,671
IRS990ScheduleO/GeneralExplanation/Explanation4DEFERRED REVENUE 73,300 75,482
IRS990ScheduleO/GeneralExplanation/Explanation5THE OBJECT OF THE ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE; HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING; GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier5PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236296664
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY INTERNATIONAL LITITZ ROTARY
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone07176272559
ReturnHeader/Filer/USAddress/AddressLine10450 S LOCUST STREET
ReturnHeader/Filer/USAddress/City0LITITZ
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017543
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-07
ReturnHeader/Officer/Name0DAVID PEGG
ReturnHeader/Officer/Phone07176272559
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-08-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10INSITE CPAS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10535 WEST ORANGE STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LANCASTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0176033668
ReturnHeader/Preparer/Name0JAMES L BECCONE CPA
ReturnHeader/Preparer/Phone07172996340
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-04T12:11:00-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$487,423
Liabilities
$75,482
Net assets
$411,941
Revenue
$131,673
Expenses
$116,482
Net income
$15,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.34$0.90$3.44$0.47$0.95$0.48
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.86$3.73$1.30$1.09$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.93$3.20$1.19$1.23$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.81$3.01$1.36$1.36$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.79$3.62$1.11$1.76$0.65
2020Detailed filing. Detailed filing data is available for this year.$5.16$0.71$4.45$1.15$1.45$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.80$4.87$1.44$1.16$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.90$4.58$1.27$1.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.39$0.92$4.48$1.22$1.14$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.11$1.01$4.10$1.24$1.13$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.13$1.08$4.05$1.59$1.57$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.01$0.80$4.21$1.24$1.37$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.75$4.12$1.32$1.16$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.73$3.99$1.46$1.12$0.34