Civic Intelligence

Rotary International Lititz Rotary

990 • Fiscal year 2014 • EIN 23-6296664

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 19, 2014

Organization ProfileLITITZROTARY.COM
450 S Locust Street17543

(717) 627-2559

Siviq Scores

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

Liabilities / Assets

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.64x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-5.5%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$501,171

Up $13,748 (+2.8%) from 2013

Net Assets

Up

$421,251

Up $9,310 (+2.3%) from 2013

Liabilities

Up

$79,920

Up $4,438 (+5.9%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin20th percentile

Revenue

Down

$124,386

Down $7,287 (-5.5%) from 2013

Expenses

Up

$137,015

Up $20,533 (+18%) from 2013

Net Income

Down

-$12,629

Down $27,820 (-183%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2014

Assets$501,171
Liabilities$79,920
Net Assets$421,251
Open 2014 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

2014

Revenue$124,386
Expenses$137,015
Net Income-$12,629
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 19, 2014
Return Version
2013v3.1
Gross Receipts
$169,411
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$247,797$353,592▲ $105,795
Other Notes and Loans Receivable, Net$84,875$81,037▼ $3,838
Cash and Non-Interest-Bearing Accounts$147,955$57,251▼ $90,704
Prepaid Expenses and Deferred Charges$5,596$8,571▲ $2,975
Land, Buildings, and Equipment, Net$1,200$720▼ $480
Total Assets$487,423$501,171▲ $13,748
Liabilities
Deferred Revenue$75,482$79,920▲ $4,438
Total Liabilities$75,482$79,920▲ $4,438
Net Assets / Fund Balance
Unrestricted Net Assets$411,941$421,251▲ $9,310
Total Net Assets Fund Balance$411,941$421,251▲ $9,310
Total Liabilities and Net Assets / Fund Balance$487,423$501,171▲ $13,748

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$720$1,680$2,400
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Mrs Karen MailenPresident
Mr Barry MillerPresident-el
David HagerPast-preside
Mr Thomas ClouseSecretary
Mr David PeggTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,041
Program Service Revenue
$25,965
Investment Income
$10,125
Other Revenue
$84,255
All Other Contributions
$4,041
Change in Net Assets
$-12,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,875
Other Expenses$31,140
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,875--$98,875
Grants to Domestic Individuals$7,000--$7,000
Other Expenses$3,096$2,460-$2,460
Fees for Services Accounting-$2,300-$2,300
All Other Expenses$18$1,430-$1,448
Depreciation Depletion$480--$480
Office Expenses-$349-$349
Total Functional Expenses$130,476$6,539$0$137,015
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-6296633---$17,000
26-0585094---$12,500
23-2524211---$7,500
27-3668412---$7,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$129,280
Fundraising Direct Expenses$45,025
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$75,942$75,942$13,025$62,917
Event 2$30,486$30,486$22,462$8,024
Total Events$128,498$128,498$45,025$83,473
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“Treasurer reviews the 990 line by line and verifies the accuracy. Treasurer reviews the financial summary with the board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

EIN
23-6296664
Phone
7176272559

Signing Officer

Name
David Pegg
Title
Treasurer
Phone
7176272559
Signed
2014-09-19
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
38

Preparer

Preparer
Cheng Vang
Phone
7172996340
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part XI, Line 9

“Unrealized gain on investments 21,939 unrealized gain of 21,939 caused an positive change in net assets.”

Raw XML Appendix354 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/RecipientTable/CashGrantAmt017000
IRS990ScheduleI/RecipientTable/CashGrantAmt17150
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt312500
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0CASH
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1CASH
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2CASH
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3CASH
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11AEVIDUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12LITITZ AREA COMMUNITY CHEST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13HAITIAN CONNECTION NETWORK
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode117543
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode217543
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1TREASURER REVIEWS THE 990 LINE BY LINE AND VERIFIES THE ACCURACY. TREASURER REVIEWS THE FINANCIAL SUMMARY WITH THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 21,939 UNREALIZED GAIN OF 21,939 CAUSED AN POSITIVE CHANGE IN NET ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06539
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PEGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07176272559
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL LITITZ ROTARY
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ReturnHeader/Filer/USAddress/State0PA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0176033668
ReturnHeader/PreparerPersonGrp/PhoneNum07172996340
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHENG VANG
ReturnHeader/ReturnTs02014-10-10T13:08:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,171
Liabilities
$79,920
Net assets
$421,251
Revenue
$124,386
Expenses
$137,015
Net income
-$12,629
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