Civic Intelligence

Pmb Rotary Paoli Malvern Berwyn

EIN 23-6391011 • 501(c)4 • Southeastern, PA

Profile

Chapter of Rotary International

PO Box 833Southeastern, PA 19399

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

4th percentile

-316%

Higher net margin than 4% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

16th percentile

-49%

Faster revenue growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $14,374 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $14,374 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$4,820

Down $31,246 (-87%) from 2022

Expenses

Down

$20,029

Down $11,589 (-37%) from 2022

Net Income

Down

-$15,209

Down $19,657 (-442%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2022: $14,374Net Assets 2022: $14,3742022Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2022: $36,066Expenses 2022: $31,618Net Income 2022: $4,4482022Revenue 2025: $4,820Expenses 2025: $20,029Net Income 2025: -$15,2092025

Highlighted filing

2025

Revenue$4,820
Expenses$20,029
Net Income-$15,209
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$4,820
Expenses
$20,029
Net income
-$15,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$4.82$20.0$15.2
2022Detailed filing. Detailed filing data is available for this year.$14.4$14.4$36.1$31.6$4.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Gross Receipts
$4,820
Mission and Program Overview

Mission

Chapter of Rotary International

Program Services

DescriptionGrantsExpenses
Donations to community service charitable organization and/or Rotary International projects on cash basis$8,022-
Silver Cup Award$2,500-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James BrownPast President-$0--
Amedeo PiccioniTreasurer-$0--
Jennifer PaytonSecretary-$0--
Mark Cunningham-HillPresident-$0--
Filing and Contact Details

Filer

Filer Name
PMB Rotary
EIN
23-6391011
Phone
4843215020
Address
PO Box 833, Southeastern, PA 19399

Signing Officer

Name
Amedeo Piccioni
Title
Treasurer
Phone
4843215020
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Wisler Pearlstine LLP
Address
45 Liberty Blvd - Suite 230, Malvern, PA 19355
Preparer
Andrew H Dohan
Phone
4843215020
Supplemental Narrative

Additional Explanations

Other Revenue.1

“50/50, Happy Dollars $426”

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Charitable | Donee's Name: Misc Community Services | Donee's Address: P O Box 833 Southeastern PA 19399 | Relationship of Donee: None | Cash Amount Given: $8022”

Other Expenses.1

“4420 $9507”

Statement Note 1

“Line 16 - Other ExpensesContribution from Admin Funds to Charitable-accrual $ 0.00 - less grants received included elsewhere $ 0.00Rotary District 7450 $ 1,212.00Rotary International $ 0.00Rotary Leadership Institute/District conference $ 0.00Gundaker Foundation $ 160.00Postage/Supplies $ 556.00Speaker Meals $ 130.00Gundaker Meals $ 25.00District Foundation Meals $ 0.00Bank Slips $ 0.00Gift basket District 7450 $ 0.00Holiday Party & Server Gratuity $ 4,674.00Misc $ 186.00Legal $ 883.00Flowers $ 29.00 TOTAL $ 7,855.00”

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Andrew H Dohan Esq
IRS990EZ/BooksInCareOfDetail/PhoneNum04843215020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 Liberty Blvd Suite 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Malvern
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019355
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015209
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04355
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15209
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015209
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010522
IRS990EZ/GrossReceiptsAmt04820
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015209
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015209
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amedeo Piccioni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Payton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mark Cunningham-Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09507
IRS990EZ/OtherRevenueTotalAmt0426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Chapter of Rotary International
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donations to community service charitable organization and/or Rotary International projects on cash basis
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Silver Cup Award
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08022
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020029
IRS990EZ/TotalRevenueAmt04820
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt050/50, Happy Dollars $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Charitable | Donee's Name: Misc Community Services | Donee's Address: P O Box 833 Southeastern PA 19399 | Relationship of Donee: None | Cash Amount Given: $8022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24420 $9507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Line 16 - Other ExpensesContribution from Admin Funds to Charitable-accrual $ 0.00 - less grants received included elsewhere $ 0.00Rotary District 7450 $ 1,212.00Rotary International $ 0.00Rotary Leadership Institute/District conference $ 0.00Gundaker Foundation $ 160.00Postage/Supplies $ 556.00Speaker Meals $ 130.00Gundaker Meals $ 25.00District Foundation Meals $ 0.00Bank Slips $ 0.00Gift basket District 7450 $ 0.00Holiday Party & Server Gratuity $ 4,674.00Misc $ 186.00Legal $ 883.00Flowers $ 29.00 TOTAL $ 7,855.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Statement Note 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amedeo Piccioni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04843215020
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMB Rotary
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Paoli Malvern Berwyn
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0236391011
ReturnHeader/Filer/PhoneNum04843215020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 833
ReturnHeader/Filer/USAddress/CityNm0Southeastern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019399
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231261307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wisler Pearlstine LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Liberty Blvd - Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Malvern
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019355
ReturnHeader/PreparerPersonGrp/PhoneNum04843215020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew H Dohan
ReturnHeader/ReturnTs02025-09-02T08:11:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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