Civic Intelligence

Sunbury Rotary Club Rotary International

990EZ • Fiscal year 2017 • EIN 23-6393375

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

Organization ProfileN/A
PO Box 202Sunbury, PA 17801

(570) 648-0383

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

50th percentile

2.9%

Higher net margin than 50% 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

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,730

Up $1,147 (+6.5%) from 2016

Net Assets

Up

$18,730

Up $1,147 (+6.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$39,197

Down $6,494 (-14%) from 2016

Expenses

Down

$38,050

Down $6,073 (-14%) from 2016

Net Income

Down

$1,147

Down $421 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2017

Assets$18,730
Liabilities-
Net Assets$18,730
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

2017

Revenue$39,197
Expenses$38,050
Net Income$1,147
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$45,863
Mission and Program Overview

Mission

Service club; support charities in the community

Program Services

DescriptionGrantsExpenses
TO SUPPORT OTHER CHARITIES IN THE COMMUNITY-$37,600
FUNDS FORWARDED TO THE ROTARY FOUNDATION FOR CHARITABLE WORK AROUND THE WORLD$1,900$1,900
GIFTS TO THE LOCAL UNITED WAY FUND TO PROMOTE CHARITABLE WORK IN THE LOCAL AREA$1,000$1,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDAL SHROYERPresident-$0--
SHAWN WALSHAW-WERTZVice Preside-$0--
CARL ASKEWImmediate Pa-$0--
FRANCES JONESSecretary-$0--
NED CLARKExecutive Se-$0--
JANET YONKOSKIETreasurer-$0--
LISA MARTINAAssistant Tr-$0--
CHARLES SAYLORDirector-$0--
CHERYL BEELERDirector-$0--
ANNE REBUCKDirector-$0--
ANNE SEIPLEDirector-$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
2017-10-27
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

“Grocery cards sales 13,650 citizen of the year 1,275 happy bucks 247 50/50 241 guests 66 schwam's home service 48 total 15,527”

Form 990-ez, Part I, Line 16

“Expenses cost of grocery cards 11,375 donations 5,737 dues 3,197 licenses 125 member meals 8,810 miscellaneous 500 postage and supplies 507 professional fees 450 rotary foundation 1,900 shop for tots 3,008 storage unit 488 bridge flags 475 citizen of the yer 1,478 total 38,050”

Form 990-ez, Part III, Line 31

“To support other charities in the community”

Raw XML Appendix141 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/PersonNm0JANET YONKOSKIE
IRS990EZ/BooksInCareOfDetail/PhoneNum05706480383
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03261 STATE ROUTE 61
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUNBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03532
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01147
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018730
IRS990EZ/FundraisingGrossIncomeAmt09783
IRS990EZ/GrossReceiptsAmt045863
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0600
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016421
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDAL SHROYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN WALSHAW-WERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL ASKEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCES JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NED CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANET YONKOSKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA MARTINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARLES SAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHERYL BEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANNE REBUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANNE SEIPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038050
IRS990EZ/OtherRevenueTotalAmt015527
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB; SUPPORT CHARITIES IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS FORWARDED TO THE ROTARY FOUNDATION FOR CHARITABLE WORK AROUND THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS TO THE LOCAL UNITED WAY FUND TO PROMOTE CHARITABLE WORK IN THE LOCAL AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT OTHER CHARITIES IN THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt237600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06666
IRS990EZ/SpecialEventsNetIncomeLossAmt03117
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038050
IRS990EZ/TotalProgramServiceExpensesAmt040500
IRS990EZ/TotalRevenueAmt039197
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROCERY CARDS SALES 13,650 CITIZEN OF THE YEAR 1,275 HAPPY BUCKS 247 50/50 241 GUESTS 66 SCHWAM'S HOME SERVICE 48 TOTAL 15,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COST OF GROCERY CARDS 11,375 DONATIONS 5,737 DUES 3,197 LICENSES 125 MEMBER MEALS 8,810 MISCELLANEOUS 500 POSTAGE AND SUPPLIES 507 PROFESSIONAL FEES 450 ROTARY FOUNDATION 1,900 SHOP FOR TOTS 3,008 STORAGE UNIT 488 BRIDGE FLAGS 475 CITIZEN OF THE YER 1,478 TOTAL 38,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT OTHER CHARITIES IN THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET YONKOSKIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05708476751
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNBURY ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0SUNB
ReturnHeader/Filer/EIN0236393375
ReturnHeader/Filer/PhoneNum05706480383
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 202
ReturnHeader/Filer/USAddress/CityNm0SUNBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086A00DADF5EB0023321E054515DB3EE3D3E96395
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232297880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERRING ROLL & SOLOMON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 SOUTH 5TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017801
ReturnHeader/PreparerPersonGrp/PhoneNum05702865895
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J ROLL CPA
ReturnHeader/ReturnTs02017-11-06T08:46:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,730
Liabilities
-
Net assets
$18,730
Revenue
$39,197
Expenses
$38,050
Net income
$1,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$18.9$18.9$40.3$45.1$4.76
2018Detailed filing. Detailed filing data is available for this year.$23.7$23.7$48.8$43.9$4.92
2017Detailed filing. Detailed filing data is available for this year.$18.7$18.7$39.2$38.1$1.15
2016Detailed filing. Detailed filing data is available for this year.$17.6$17.6$45.7$44.1$1.57
2015Detailed filing. Detailed filing data is available for this year.$16.0$16.0$33.0$42.8$9.82
2014Detailed filing. Detailed filing data is available for this year.$25.8$25.8$44.1$48.3$4.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$30.1$43.7$45.0$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$31.4$67.1$53.7$13.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$18.0$44.4$53.8$9.36