Civic Intelligence

Rotary International

990EZ • Fiscal year 2022 • EIN 23-6391011

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 23, 2022

Organization ProfileN/A
PO Box 833Southeastern, PA 19399

(484) 321-5020

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$14,374

No earlier filing loaded for comparison.

Net Assets

$14,374

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

$36,066

No earlier filing loaded for comparison.

Expenses

$31,618

No earlier filing loaded for comparison.

Net Income

$4,448

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2022

Assets$14,374
Liabilities-
Net Assets$14,374
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$36,066
Expenses$31,618
Net Income$4,448
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 23, 2022
Return Version
2021v4.0
Gross Receipts
$50,850
Mission and Program Overview

Mission

Chapter of Rotary International

Program Services

DescriptionGrantsExpenses
Donations to PMB Rotary Foundation Trust--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James BrownPast President-$0--
Amedeo PiccioniTreasurer-$0--
Jennifer PaytonSecretary-$0--
Mark Cunningham-HillPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$44,197$44,197$14,784$29,413
Total Events$44,197$44,197$14,784$29,413
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
2154784696
Signed
2022-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Lentz Cantor & Massey Ltd
Address
460 E King Road, Malvern, PA 19355
Preparer
Andrew H Dohan
Phone
4843215020
Supplemental Narrative

Additional Explanations

Other Revenue.1

“50/50, Happy Dollars $2630”

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

“| Donee's Name: PMB Rotary Foundation | Cash Amount Given: $28863”

Other Expenses.1

“Other $2705”

Raw XML Appendix123 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/AddressLine1Txt0460 E King Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Malvern
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0193553049
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04448
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09926
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014374
IRS990EZ/FundraisingGrossIncomeAmt044197
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028913
IRS990EZ/GrossReceiptsAmt050850
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04010
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014374
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014374
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02705
IRS990EZ/OtherRevenueTotalAmt02630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Chapter of Rotary International
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donations to PMB Rotary Foundation Trust
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014784
IRS990EZ/SpecialEventsNetIncomeLossAmt029413
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031618
IRS990EZ/TotalRevenueAmt036066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029413
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt050/50, Happy Dollars $2630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: PMB Rotary Foundation | Cash Amount Given: $28863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other $2705
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amedeo Piccioni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02154784696
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-23
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/PreparerFirmGrp/PreparerFirmEIN0232910512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lentz Cantor & Massey Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0460 E King Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Malvern
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019355
ReturnHeader/PreparerPersonGrp/PhoneNum04843215020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew H Dohan
ReturnHeader/ReturnTs02022-09-23T06:27:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amedeo
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Piccioni
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,374
Liabilities
-
Net assets
$14,374
Revenue
$36,066
Expenses
$31,618
Net income
$4,448
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