Civic Intelligence

Rotary International Willow Grove Pa Rotary Club

990EZ • Fiscal year 2016 • EIN 23-6298171

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2016

PO Box 342Willow Grove, PA 19090

(215) 659-0555

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$59,580

Up $11,082 (+23%) from 2015

Net Assets

Up

$52,731

Up $4,233 (+8.7%) from 2015

Liabilities

$6,849

No earlier filing loaded for comparison.

Revenue

Up

$30,372

Up $5,097 (+20%) from 2015

Expenses

Up

$26,863

Up $4,151 (+18%) from 2015

Net Income

Up

$3,509

Up $946 (+37%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $48,498Net Assets 2015: $48,4982015Assets 2016: $59,580Liabilities 2016: $6,849Net Assets 2016: $52,7312016Assets 2017: $53,686Liabilities 2017: $300Net Assets 2017: $53,3862017Assets 2018: $55,682Liabilities 2018: $300Net Assets 2018: $55,3822018Assets 2019: $55,541Liabilities 2019: $300Net Assets 2019: $55,2412019Assets 2020: $56,906Liabilities 2020: $300Net Assets 2020: $55,6062020Assets 2021: $51,478Liabilities 2021: $300Net Assets 2021: $51,1782021Assets 2023: $41,941Net Assets 2023: $41,9412023Assets 2024: $39,618Net Assets 2024: $39,6182024

Highlighted filing

2016

Assets$59,580
Liabilities$6,849
Net Assets$52,731

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2015: $25,275Expenses 2015: $22,712Net Income 2015: $2,5632015Revenue 2016: $30,372Expenses 2016: $26,863Net Income 2016: $3,5092016Revenue 2017: $31,307Expenses 2017: $30,652Net Income 2017: $6552017Revenue 2018: $42,925Expenses 2018: $40,930Net Income 2018: $1,9952018Revenue 2019: $57,806Expenses 2019: $57,947Net Income 2019: -$1412019Revenue 2020: $35,500Expenses 2020: $34,135Net Income 2020: $1,3652020Revenue 2021: $18,288Expenses 2021: $23,716Net Income 2021: -$5,4282021Revenue 2023: $17,718Expenses 2023: $30,155Net Income 2023: -$12,4372023Revenue 2024: $22,918Expenses 2024: $25,240Net Income 2024: -$2,3222024

Highlighted filing

2016

Revenue$30,372
Expenses$26,863
Net Income$3,509
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2016
Return Version
2015v3.0
Gross Receipts
$38,558
Mission and Program Overview

Mission

The advancement of understanding, goodwill and peace locally and internationally through a world of business and professional persons united in the ideal of service above self.

Program Services

DescriptionGrantsExpenses
DONATIONS TO COMMUNITY GROUPS AND NEEDY FAMILIES IN THE UPPER MORELAND AREA. AT THANKSGIVING FOOD BASKETS ARE DISTRIBUTED TO AREA RESIDENCES. THE WILLOW GROVE ROTARY ALSO PROVIDES FIRST DAY OF SCHOOL SUPPLIES FOR CHILDREN OF FAMILIES THAT HAVE FINANCIAL DIFFICULTIES.-$11,347
SCHOLARSHIP AND AWARDS TO LOCAL HIGHSCHOOL STUDENTS AND GRADE SCHOOL STUDENTS-$3,810
EDUCATE MEMBERS ON THE FOUR AVENUES OF SERVICE AND PROVIDE A PLATFORM FOR MEMBERS TO GET INVOLVED IN COMMUNITY SERVICE.-$2,498
THE WILLOW GROVE ROTARY SPONSORS HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES FOR ONE ACADEMIC YEAR TO ATTEND UPPER MORELAND HIGH SCHOOL. THE WILLOW GROVE ROTARY CLUB SENDS AREA HIGH SCHOOL STUDENTS TO A LEADERSHIP CAMP IN THE SPRING.THE WILLOW GROVE ROTARY CLUB SPONSORS THE FOUR WAY TEST SPEACH CONTEST FOR HIGH SCHOOL STUDENTS. THE STUDENTS ARE REQUIRED TO EXPLAIN WHAT THE ROTARY INTERNATIONAL FOUR WAY TEST MEANS TO THEM IN THE EVERY DAY WORLD.-$1,455
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE DEEGANPresident-$0--
MARILYN HAGYPresident El-$0--
NEIL KLINGHOFFER2nd Vice Pre-$0--
BOB FELTEAssistant Se-$0--
TOM CARPENTERTreasurer-$0--
JOHN DOUGLASSAssistant Tr-$0--
WILL GALBREATHSergeant-At--$0--
MARGIE PETERSPast Preside-$0--
JACK DURKINDirector-$0--
EMILY WACKERMANDirector-$0--
BILL EAGANDirector-$0--
JOE OLSZAKDirector-$0--
BOB FATTIZZIDirector-$0--
SAM VALENZADirector-$0--
MIKE WEBBDirector-$0--
MIKE BRAUNDirector-$0--
ROGER MYERSDirector-$0--
SAM SWINDELLSDirector-$0--
BOB DYKEDirector-$0--
ERIC SCHADADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$28,769$28,769$4,877$23,892
Total Events$28,769$28,769$4,877$23,892
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-6298171
Phone
2156590555
Address
PO BOX 342, WILLOW GROVE, PA 19090

Signing Officer

Name
Joe Deegan
Title
President
Phone
2156754000
Signed
2016-02-14
Discuss with paid preparer
Yes

Preparer

Firm
John T Durkin & Co
Address
263 S YORK RD, HATBORO, PA 19040-3429
Preparer
John T Durkin Jr
Phone
2154437100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 1,730 charter night 1,121 club activity 478 total 3,329

Form 990-ez, Part I, Line 16

Expenses awards & scholarships 3,810 conference fees 2,258 district and ri fees 3,716 camp neidig 880 other donations 3,700 family of rotary 559 lunch for guest and speak 2,498 operating expense 1,663 thanks giving baskets 1,828 four way test speech 400 return to school back pac 5,260 interact 175 club activity 224 members lunch -558 other fund raising expens 450 total 26,863

Form 990-ez, Part I, Line 20

Adjustment to beginning cash balance 724

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 6,849

Form 990-ez, Part III

The advancement of understanding, goodwill and peace locally and internationally through a world of business and professional persons united in the ideal of service above self.

Form 990-ez, Part III, Line 29

Donations to community groups and needy families in the upper moreland area. At thanksgiving food baskets are distributed to area residences. The willow grove rotary also provides first day of school supplies for children of families that have financial difficulties.

Form 990-ez, Part III, Line 30

The willow grove rotary sponsors high school students from foreign countries for one academic year to attend upper moreland high school. The willow grove rotary club sends area high school students to a leadership camp in the spring.the willow grove rotary club sponsors the four way test speach contest for high school students. The students are required to explain what the rotary international four way test means to them in the every day world.

Form 990-ez, Part III, Line 31

Educate members on the four avenues of service and provide a platform for members to get involved in community service.

Raw XML Appendix197 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE WILLOW GROVE ROTARY SPONSORS HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES FOR ONE ACADEMIC YEAR TO ATTEND UPPER MORELAND HIGH SCHOOL. THE WILLOW GROVE ROTARY CLUB SENDS AREA HIGH SCHOOL STUDENTS TO A LEADERSHIP CAMP IN THE SPRING.THE WILLOW GROVE ROTARY CLUB SPONSORS THE FOUR WAY TEST SPEACH CONTEST FOR HIGH SCHOOL STUDENTS. THE STUDENTS ARE REQUIRED TO EXPLAIN WHAT THE ROTARY INTERNATIONAL FOUR WAY TEST MEANS TO THEM IN THE EVERY DAY WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3EDUCATE MEMBERS ON THE FOUR AVENUES OF SERVICE AND PROVIDE A PLATFORM FOR MEMBERS TO GET INVOLVED IN COMMUNITY SERVICE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 1,730 CHARTER NIGHT 1,121 CLUB ACTIVITY 478 TOTAL 3,329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES AWARDS & SCHOLARSHIPS 3,810 CONFERENCE FEES 2,258 DISTRICT AND RI FEES 3,716 CAMP NEIDIG 880 OTHER DONATIONS 3,700 FAMILY OF ROTARY 559 LUNCH FOR GUEST AND SPEAK 2,498 OPERATING EXPENSE 1,663 THANKS GIVING BASKETS 1,828 FOUR WAY TEST SPEECH 400 RETURN TO SCHOOL BACK PAC 5,260 INTERACT 175 CLUB ACTIVITY 224 MEMBERS LUNCH -558 OTHER FUND RAISING EXPENS 450 TOTAL 26,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO BEGINNING CASH BALANCE 724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 6,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ADVANCEMENT OF UNDERSTANDING, GOODWILL AND PEACE LOCALLY AND INTERNATIONALLY THROUGH A WORLD OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE ABOVE SELF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS TO COMMUNITY GROUPS AND NEEDY FAMILIES IN THE UPPER MORELAND AREA. AT THANKSGIVING FOOD BASKETS ARE DISTRIBUTED TO AREA RESIDENCES. THE WILLOW GROVE ROTARY ALSO PROVIDES FIRST DAY OF SCHOOL SUPPLIES FOR CHILDREN OF FAMILIES THAT HAVE FINANCIAL DIFFICULTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE WILLOW GROVE ROTARY SPONSORS HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES FOR ONE ACADEMIC YEAR TO ATTEND UPPER MORELAND HIGH SCHOOL. THE WILLOW GROVE ROTARY CLUB SENDS AREA HIGH SCHOOL STUDENTS TO A LEADERSHIP CAMP IN THE SPRING.THE WILLOW GROVE ROTARY CLUB SPONSORS THE FOUR WAY TEST SPEACH CONTEST FOR HIGH SCHOOL STUDENTS. THE STUDENTS ARE REQUIRED TO EXPLAIN WHAT THE ROTARY INTERNATIONAL FOUR WAY TEST MEANS TO THEM IN THE EVERY DAY WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EDUCATE MEMBERS ON THE FOUR AVENUES OF SERVICE AND PROVIDE A PLATFORM FOR MEMBERS TO GET INVOLVED IN COMMUNITY SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WILLOW GROVE PA ROTARY CLUB
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T DURKIN JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-15T12:43:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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