Civic Intelligence

Sunbury Rotary Club Rotary International

EIN 23-6393375 • 501(c)4 • Sunbury, PA

Profile

Service club; support charities in the community

PO Box 202Sunbury, PA 17801

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-17%

Faster revenue growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$18,889

Down $4,761 (-20%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$18,889

Down $4,761 (-20%) from 2018

Revenue

Down

$40,306

Down $8,540 (-17%) from 2018

Expenses

Up

$45,067

Up $1,141 (+2.6%) from 2018

Net Income

Down

-$4,761

Down $9,681 (-197%) from 2018

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $17,976Net Assets 2011: $17,9762011Assets 2012: $31,408Net Assets 2012: $31,4082012Assets 2013: $30,135Net Assets 2013: $30,1352013Assets 2014: $25,838Net Assets 2014: $25,8382014Assets 2015: $16,015Net Assets 2015: $16,0152015Assets 2016: $17,583Net Assets 2016: $17,5832016Assets 2017: $18,730Net Assets 2017: $18,7302017Assets 2018: $23,650Net Assets 2018: $23,6502018Assets 2019: $18,889Net Assets 2019: $18,8892019

Highlighted filing

2019

Assets$18,889
Liabilities-
Net Assets$18,889

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $44,449Expenses 2011: $53,813Net Income 2011: -$9,3642011Revenue 2012: $67,103Expenses 2012: $53,671Net Income 2012: $13,4322012Revenue 2013: $43,708Expenses 2013: $44,981Net Income 2013: -$1,2732013Revenue 2014: $44,052Expenses 2014: $48,349Net Income 2014: -$4,2972014Revenue 2015: $32,958Expenses 2015: $42,778Net Income 2015: -$9,8202015Revenue 2016: $45,691Expenses 2016: $44,123Net Income 2016: $1,5682016Revenue 2017: $39,197Expenses 2017: $38,050Net Income 2017: $1,1472017Revenue 2018: $48,846Expenses 2018: $43,926Net Income 2018: $4,9202018Revenue 2019: $40,306Expenses 2019: $45,067Net Income 2019: -$4,7612019

Highlighted filing

2019

Revenue$40,306
Expenses$45,067
Net Income-$4,761

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$45,265
Mission and Program Overview

Mission

Service club; support charities in the community

Program Services

DescriptionGrantsExpenses
TO SUPPORT OTHER CHARITIES IN THE COMMUNITY-$28,453
FUNDS DISTRIBUTED TO LOCAL AREA$8,616$8,616
FUNDS FORWARDED TO THE ROTARY FOUNDATION FOR CHARITABLE WORK AROUND WORLD$6,498$6,498
FUNDS FORWARDED TO SPREADING ANTLERS CHILDRENS' FOUNDATION FOR THE PURPOSE OF PROVIDING SCHOLASTIC AND SPORTING ACTIVITIES FOR AREA CHILDREN$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MARTINAPresident-$0--
SHAWN WALSHAW-WERTZVice Preside-$0--
FRANCES JONESSecretary-$0--
NED CLARKExecutive Se-$0--
JANET YONKOSKIETreasurer-$0--
CHARLES SAYLORDirector-$0--
CHERYL BEELERDirector-$0--
ANNE REBUCKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sunbury Rotary Club
EIN
23-6393375
Phone
5706480383
Address
PO BOX 202, SUNBURY, PA 17801

Signing Officer

Name
Janet Yonkoskie
Title
Treasurer
Phone
5708476751
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Herring Roll & Solomon Pc
Address
41 SOUTH 5TH STREET, SUNBURY, PA 17801
Preparer
Courtney M Solomon CPA
Phone
5702865895
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Grocery cards sales 13,550 citizen of the year 1,350 guests 388 50/50 244 happy bucks 222 wendy's restaurant 197 nsf fee 12 total 15,963

Form 990-ez, Part I, Line 10

Name: rotary international address: 1560 sherman avenue evanston, il 60201 cash contribution: 6,498

Form 990-ez, Part I, Line 16

Expenses cost of grocery cards 13,225 dues 4,089 licenses 125 member meals 7,258 miscellaneous 322 postage and supplies 576 professional fees 500 bridge flags 601 website 13 citizen of the year 1,119 ryla students 700 lottery calendar 425 total 28,953

Form 990-ez, Part III, Line 31

To support other charities in the community

Raw XML Appendix140 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/BooksInCareOfDetail/USAddress/CityNm0SUNBURY
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IRS990EZ/FundraisingGrossIncomeAmt09385
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016114
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt016670
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018889
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018889
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA MARTINA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCES JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NED CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANET YONKOSKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLES SAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHERYL BEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANNE REBUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028953
IRS990EZ/OtherRevenueTotalAmt015963
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB; SUPPORT CHARITIES IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS FORWARDED TO SPREADING ANTLERS CHILDRENS' FOUNDATION FOR THE PURPOSE OF PROVIDING SCHOLASTIC AND SPORTING ACTIVITIES FOR AREA CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS FORWARDED TO THE ROTARY FOUNDATION FOR CHARITABLE WORK AROUND WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDS DISTRIBUTED TO LOCAL AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TO SUPPORT OTHER CHARITIES IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16498
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt328453
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04959
IRS990EZ/SpecialEventsNetIncomeLossAmt04426
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045067
IRS990EZ/TotalProgramServiceExpensesAmt044567
IRS990EZ/TotalRevenueAmt040306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROCERY CARDS SALES 13,550 CITIZEN OF THE YEAR 1,350 GUESTS 388 50/50 244 HAPPY BUCKS 222 WENDY'S RESTAURANT 197 NSF FEE 12 TOTAL 15,963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROTARY INTERNATIONAL ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201 CASH CONTRIBUTION: 6,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES COST OF GROCERY CARDS 13,225 DUES 4,089 LICENSES 125 MEMBER MEALS 7,258 MISCELLANEOUS 322 POSTAGE AND SUPPLIES 576 PROFESSIONAL FEES 500 BRIDGE FLAGS 601 WEBSITE 13 CITIZEN OF THE YEAR 1,119 RYLA STUDENTS 700 LOTTERY CALENDAR 425 TOTAL 28,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO SUPPORT OTHER CHARITIES IN THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/PreparerPersonGrp/PhoneNum05702865895
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
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ReturnHeader/ReturnTs02019-11-13T14:07:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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