Civic Intelligence

Rotary International Willow Grove Pa Rotary Club

990EZ • Fiscal year 2017 • EIN 23-6298171

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

2.1%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-9.9%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

3.1%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$53,686

Down $5,894 (-9.9%) from 2016

Net Assets

Up

$53,386

Up $655 (+1.2%) from 2016

Liabilities

Down

$300

Down $6,549 (-96%) from 2016

Revenue

Up

$31,307

Up $935 (+3.1%) from 2016

Expenses

Up

$30,652

Up $3,789 (+14%) from 2016

Net Income

Down

$655

Down $2,854 (-81%) from 2016

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

2017

Assets$53,686
Liabilities$300
Net Assets$53,386

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

2017

Revenue$31,307
Expenses$30,652
Net Income$655
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$40,602
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.-$13,904
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.-$3,484
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.-$1,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE DEEGANPast Presid-$0--
MARILYN HAGYPresident-$0--
NEIL KLINGHOFFERPresident El-$0--
BOB FELTEAssistant Se-$0--
TOM CARPENTERTreasurer-$0--
JOHN DOUGLASSAssistant Tr-$0--
WILL GALBREATHSergeant-At--$0--
MARGIE PETERSDirect-$0--
JACK DURKINDirector-$0--
EMILY WACKERMANDirector-$0--
JOE OLSZAKDirector-$0--
BOB FATTIZZIDirector-$0--
SAM VALENZADirector-$0--
MIKE WEBBDirector-$0--
MIKE BRAUN2nd Vice Pre-$0--
SAM SWINDELLSDirector-$0--
BOB DYKEDirector-$0--
ERIC SCHADADirector-$0--
DAVID STEPHENSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$14,385$14,385$7,129$7,256
NIGHT@THE RACES$10,025$10,025$2,166$7,859
Total Events$24,410$24,410$9,295$15,115
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
Marilyn Hagy
Title
President
Phone
2156754000
Signed
2018-05-15
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

Charter night 2,200 club activity 1,645 other income 1,498 ready for school 1,000 roll & stroll 790 fine income 707 50-50 income 626 good news 365 total 8,831

Form 990-ez, Part I, Line 16

Expenses interact 100 club activity 690 awards & scholarships 3,810 camp neidig 960 contributions other 10,650 thanksgiving baskets 1,864 family of rotary 1,055 four way speech 425 return to school back pac 1,390 district conference 478 districd & ri fees 4,101 lunch expense speaker 280 members lunch -272 lunch expense guest 2,093 operating expense 1,106 charter night 1,922 total 30,652

Form 990-ez, Part I, Line 20

Adjustment to beginning cash balance 0

Form 990-ez, Part II, Line 24

EXCHANGE 0 0 TOTAL 0 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 6,849 0 exchange 0 300

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.

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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/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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARTER NIGHT 2,200 CLUB ACTIVITY 1,645 OTHER INCOME 1,498 READY FOR SCHOOL 1,000 ROLL & STROLL 790 FINE INCOME 707 50-50 INCOME 626 GOOD NEWS 365 TOTAL 8,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INTERACT 100 CLUB ACTIVITY 690 AWARDS & SCHOLARSHIPS 3,810 CAMP NEIDIG 960 CONTRIBUTIONS OTHER 10,650 THANKSGIVING BASKETS 1,864 FAMILY OF ROTARY 1,055 FOUR WAY SPEECH 425 RETURN TO SCHOOL BACK PAC 1,390 DISTRICT CONFERENCE 478 DISTRICD & RI FEES 4,101 LUNCH EXPENSE SPEAKER 280 MEMBERS LUNCH -272 LUNCH EXPENSE GUEST 2,093 OPERATING EXPENSE 1,106 CHARTER NIGHT 1,922 TOTAL 30,652
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,849 0 EXCHANGE 0 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/ExplanationTxt6DONATIONS 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/ExplanationTxt7THE 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/ExplanationTxt8EDUCATE 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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART III, LINE 31
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-24T17:50:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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