Civic Intelligence

Rotary International Willow Grove Pa Rotary Club

990EZ • Fiscal year 2018 • EIN 23-6298171

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

3.7%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

37%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$55,682

Up $1,996 (+3.7%) from 2017

Net Assets

Up

$55,382

Up $1,996 (+3.7%) from 2017

Liabilities

Flat

$300

Flat from 2017

Revenue

Up

$42,925

Up $11,618 (+37%) from 2017

Expenses

Up

$40,930

Up $10,278 (+34%) from 2017

Net Income

Up

$1,995

Up $1,340 (+205%) from 2017

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

2018

Assets$55,682
Liabilities$300
Net Assets$55,382

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

2018

Revenue$42,925
Expenses$40,930
Net Income$1,995
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 15, 2018
Return Version
2017v2.3
Gross Receipts
$42,925
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.-$12,223
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.-$3,686
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.-$485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE DEEGANSecretary-$0--
MARILYN HAGYPast Preside-$0--
NEIL KLINGHOFFERPresident-$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--
BOB FATTIZZIDirector-$0--
SAM VALENZADirector-$0--
MIKE WEBB2nd Vice Pre-$0--
MIKE BRAUNVice Presid-$0--
SAM SWINDELLSDirector-$0--
BOB DYKEDirector-$0--
ERIC SCHADADirector-$0--
JACKIE ASPENDirector-$0--
JONATHAN CROOKDirector-$0--
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
Neil Klinghoffer
Title
President
Phone
2156754000
Signed
2018-12-15
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

Club activity 4,540 roll & stroll 1,984 other income 783 charter night 23 total 7,330

Form 990-ez, Part I, Line 16

Expenses conference fees 145 district and ri fees 4,377 interact 60 shelterbox 2,000 club activity 2,104 members lunch -277 other fund raising expens 668 awards & scholarships 3,810 contributions other 7,255 thanksgiving baskets 2,269 family of rotary 686 four way speech 425 return to school back pac 2,699 lunch expense speaker 573 lunch expense guest 1,804 operating expense 911 casino night 6,419 night at the races 4,002 roll & stroll 1,000 total 40,930

Form 990-ez, Part I, Line 20

Adjustment to beginning cash balance 0

Form 990-ez, Part II, Line 26

EXCHANGE 300 300

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.

Raw XML Appendix189 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/PersonNm0JOE DEEGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST 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/ExplanationTxt0CLUB ACTIVITY 4,540 ROLL & STROLL 1,984 OTHER INCOME 783 CHARTER NIGHT 23 TOTAL 7,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE FEES 145 DISTRICT AND RI FEES 4,377 INTERACT 60 SHELTERBOX 2,000 CLUB ACTIVITY 2,104 MEMBERS LUNCH -277 OTHER FUND RAISING EXPENS 668 AWARDS & SCHOLARSHIPS 3,810 CONTRIBUTIONS OTHER 7,255 THANKSGIVING BASKETS 2,269 FAMILY OF ROTARY 686 FOUR WAY SPEECH 425 RETURN TO SCHOOL BACK PAC 2,699 LUNCH EXPENSE SPEAKER 573 LUNCH EXPENSE GUEST 1,804 OPERATING EXPENSE 911 CASINO NIGHT 6,419 NIGHT AT THE RACES 4,002 ROLL & STROLL 1,000 TOTAL 40,930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO BEGINNING CASH BALANCE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXCHANGE 300 300
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/PreparerPersonGrp/PreparerPersonNm0JOHN T DURKIN JR
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ReturnHeader/ReturnTs02019-01-11T16:35:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings