Civic Intelligence

Rotary International Lititz Rotary

990EZ • Fiscal year 2024 • EIN 23-6296664

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

PO Box 28Lititz, PA 17543

(717) 626-1452

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.66x

Higher debt load relative to revenue than 93% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$459,055

Up $46,095 (+11%) from 2023

Net Assets

Up

$373,310

Up $53,240 (+17%) from 2023

Liabilities

Down

$85,745

Down $7,145 (-7.7%) from 2023

Revenue

Up

$130,083

Up $11,298 (+9.5%) from 2023

Expenses

Down

$109,387

Down $13,338 (-11%) from 2023

Net Income

Up

$20,696

Up $24,636 (+625%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$459,055
Liabilities$85,745
Net Assets$373,310

Operations Trend

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

2024

Revenue$130,083
Expenses$109,387
Net Income$20,696
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.0
Gross Receipts
$147,383
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.

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. Our slogan - "service above self."

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS.$75,770$75,770
THE ORGANIZATION SCHEDULES SOCIALS AND MEALS THROUGHOUT THE YEAR TO RAISE MONEY FOR THE COMMUNITY AND EDUCATION GRANT PROGRAM-$10,063
THE ORGANIZATION PROVIDES EDUCATION GRANTS TO INDIVIDUAL STUDENTS.$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY MILLERTreasurer-$0--
DENNIS STUCKEYOfficer-$0--
TOM OEHMEPresident-$0--
JILL OEHMESecretary-$0--
JERRY LOCKENOURPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Craft Show$94,935$94,935$17,300$77,635
Total Events$94,935$94,935$17,300$77,635
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-6296664
Phone
7176261452
Address
PO BOX 28, LITITZ, PA 17543

Signing Officer

Name
Barry Miller
Title
Treasurer
Phone
7178470547
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Insite Cpas Llp
Address
1555 HIGHLANDS DRIVE SUITE 110, LITITZ, PA 17543
Preparer
James L Beccone
Phone
7176260171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Travelogue 10,375 50/50 1,031 miscellaneous 120 total 11,526

Form 990-ez, Part I, Line 10

Name: lititz rec center address: 301 maple st lititz, pa 17543 cash contribution: 7,000 name: lititz warwick community chest address: 200 w orange st lititz, pa 17543 cash contribution: 7,500

Form 990-ez, Part I, Line 16

Expenses dues - rotary int'l 3,011 meals 8,471 travelogue 12,216 socials 1,592 club operations 1,189 district 1,952 miscellaneous 680 total 29,111

Form 990-ez, Part I, Line 20

Net unrealized gain on investments 32,544

Form 990-ez, Part II, Line 24

Scholarships receivable 26,258 22,527 equipment 2,400 2,400 less accumulated depreciation 2,400 2,400 total 26,258 22,527

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,000 0 deferred revenue 91,890 85,745

Form 990-ez, Part III

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. Our slogan - "service above self."

Raw XML Appendix144 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/BooksInCareOfDetail/USAddress/CityNm0LITITZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY MILLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM OEHME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL OEHME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY LOCKENOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026258
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022527
IRS990EZ/OtherChangesInNetAssetsAmt032544
IRS990EZ/OtherExpensesTotalAmt029111
IRS990EZ/OtherRevenueTotalAmt011526
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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. OUR SLOGAN - "SERVICE ABOVE SELF."
IRS990EZ/PrintingPublicationsPostageAmt0856
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES EDUCATION GRANTS TO INDIVIDUAL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION SCHEDULES SOCIALS AND MEALS THROUGHOUT THE YEAR TO RAISE MONEY FOR THE COMMUNITY AND EDUCATION GRANT PROGRAM
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109387
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAVELOGUE 10,375 50/50 1,031 MISCELLANEOUS 120 TOTAL 11,526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: LITITZ REC CENTER ADDRESS: 301 MAPLE ST LITITZ, PA 17543 CASH CONTRIBUTION: 7,000 NAME: LITITZ WARWICK COMMUNITY CHEST ADDRESS: 200 W ORANGE ST LITITZ, PA 17543 CASH CONTRIBUTION: 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES DUES - ROTARY INT'L 3,011 MEALS 8,471 TRAVELOGUE 12,216 SOCIALS 1,592 CLUB OPERATIONS 1,189 DISTRICT 1,952 MISCELLANEOUS 680 TOTAL 29,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAIN ON INVESTMENTS 32,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS RECEIVABLE 26,258 22,527 EQUIPMENT 2,400 2,400 LESS ACCUMULATED DEPRECIATION 2,400 2,400 TOTAL 26,258 22,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,000 0 DEFERRED REVENUE 91,890 85,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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. OUR SLOGAN - "SERVICE ABOVE SELF."
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum07176260171
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L BECCONE
ReturnHeader/ReturnTs02024-11-05T10:19:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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