Civic Intelligence

Rotary International - Souderton-Telford

990EZ • Fiscal year 2017 • EIN 23-6393385

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

PO Box 64157Souderton, PA 18964

(215) 723-8901

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

85th percentile

27%

Higher net margin than 85% 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

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

50th percentile

-0.1%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$70,619

Up $27,376 (+63%) from 2016

Net Assets

Up

$70,619

Up $27,376 (+63%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$100,812

Down $145 (-0.1%) from 2016

Expenses

Down

$73,436

Down $31,582 (-30%) from 2016

Net Income

Up

$27,376

Up $31,437 (+774%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $45,894Net Assets 2011: $45,8942011Assets 2012: $47,922Net Assets 2012: $47,9222012Assets 2013: $59,112Net Assets 2013: $59,1122013Assets 2014: $42,623Net Assets 2014: $42,6232014Assets 2015: $47,304Net Assets 2015: $47,3042015Assets 2016: $43,243Net Assets 2016: $43,2432016Assets 2017: $70,619Net Assets 2017: $70,6192017Assets 2018: $86,876Net Assets 2018: $86,8762018Assets 2019: $127,221Net Assets 2019: $127,2212019Assets 2020: $61,716Net Assets 2020: $61,7162020Assets 2021: $70,458Net Assets 2021: $70,4582021Assets 2022: $18,745Net Assets 2022: $18,7452022Assets 2023: $13,100Net Assets 2023: $13,1002023Assets 2024: $11,200Net Assets 2024: $11,2002024Assets 2025: $1,582Net Assets 2025: $1,5822025

Highlighted filing

2017

Assets$70,619
Liabilities-
Net Assets$70,619

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $99,502Expenses 2011: $100,051Net Income 2011: -$5492011Revenue 2012: $99,644Expenses 2012: $97,616Net Income 2012: $2,0282012Revenue 2013: $105,655Expenses 2013: $94,465Net Income 2013: $11,1902013Revenue 2014: $94,224Expenses 2014: $110,713Net Income 2014: -$16,4892014Revenue 2015: $93,498Expenses 2015: $88,817Net Income 2015: $4,6812015Revenue 2016: $100,957Expenses 2016: $105,018Net Income 2016: -$4,0612016Revenue 2017: $100,812Expenses 2017: $73,436Net Income 2017: $27,3762017Revenue 2018: $113,607Expenses 2018: $97,350Net Income 2018: $16,2572018Revenue 2019: $123,787Expenses 2019: $83,442Net Income 2019: $40,3452019Revenue 2020: $108,488Expenses 2020: $173,993Net Income 2020: -$65,5052020Revenue 2021: $46,019Expenses 2021: $37,277Net Income 2021: $8,7422021Revenue 2022: $48,315Expenses 2022: $100,028Net Income 2022: -$51,7132022Revenue 2023: $48,870Expenses 2023: $54,515Net Income 2023: -$5,6452023Revenue 2024: $53,516Expenses 2024: $55,416Net Income 2024: -$1,9002024Revenue 2025: $51,475Expenses 2025: $61,093Net Income 2025: -$9,6182025

Highlighted filing

2017

Revenue$100,812
Expenses$73,436
Net Income$27,376
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$114,860
Mission and Program Overview

Mission

A service org. That contrib. To the community & provides volunteer services.

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS - TO ASSIST LOCAL COMMUNITY NEEDS$27,050$27,050
MEALS/CLUB OUTINGS-$22,155
PAYMENTS TO AFFILIATES-$6,426
CAMP NEIDIG - YOUTH LEADERSHIP TRAINING-$1,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE KENDRAPresident-$0--
LEON MOYERVice-Pres-$0--
H BRUCE DETWEILERTreasurer-$0--
JAMES DIAMONDSecretary-$0--
JAY GLICKMANFin. Sec'Y-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Ben$23,109$10,684$1,359$9,325
Basketball Tour$8,560$4,710$1,426$3,284
Total Events$31,669$15,394$14,048$1,346
Filing and Contact Details

Filer

Filer Name
Rotary International -
EIN
23-6393385
Phone
2157238901
Address
PO BOX 64157, SOUDERTON, PA 18964

Signing Officer

Name
H Bruce Detweiler
Title
Treasurer
Phone
2157238901
Signed
2018-05-10

Preparer

Firm
Detweiler Hershey & Associates Pc
Address
PO BOX 64157, SOUDERTON, PA 18964-0157
Preparer
H Bruce Detweiler
Phone
2157238901
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary international annual dues 4,186 1560 sherman avenue evanston il 60201 rotary district 7430 annual dues 2,240 p.o. Box 540 quakertown pa 18951

Form 990-ez, Part I, Line 10

Under 5,000 ea. 22,050 0 0

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 250 office 5,380 information technology 551 meetings and outings expense 22,155 insurance 2,604 camp neidig 1,440 christmas party expense 2,114 concert sundaes expense 712 iv chamber membership 465 district conference 621 district speech contest 769 casino night expense 1,238 gala expenses 247 student of the month 800 game day expense 614 total 39,960

Form 990-ez, Part III

A service org. That contrib. To the community & provides volunteer services.

Form 990-ez, Part III, Line 31

PAYMENTS TO AFFILIATES

Raw XML Appendix147 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/PersonNm0H BRUCE DETWEILER CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02157238901
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt064 N COUNTY LINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUDERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018964
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043243
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt033476
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011760
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070619
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE KENDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEON MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2H BRUCE DETWEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAY GLICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FIN. SEC'Y
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039960
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A SERVICE ORG. THAT CONTRIB. TO THE COMMUNITY & PROVIDES VOLUNTEER SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS - TO ASSIST LOCAL COMMUNITY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CAMP NEIDIG - YOUTH LEADERSHIP TRAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEALS/CLUB OUTINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PAYMENTS TO AFFILIATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36426
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014048
IRS990EZ/SpecialEventsNetIncomeLossAmt01346
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073436
IRS990EZ/TotalProgramServiceExpensesAmt057071
IRS990EZ/TotalRevenueAmt0100812
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016275
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012425
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014048
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLF BEN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BASKETBALL TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0653
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0653
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023109
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015394
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01346
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0824
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0824
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02785
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01426
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09056
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0480
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL ANNUAL DUES 4,186 1560 SHERMAN AVENUE EVANSTON IL 60201 ROTARY DISTRICT 7430 ANNUAL DUES 2,240 P.O. BOX 540 QUAKERTOWN PA 18951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDER 5,000 EA. 22,050 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 250 OFFICE 5,380 INFORMATION TECHNOLOGY 551 MEETINGS AND OUTINGS EXPENSE 22,155 INSURANCE 2,604 CAMP NEIDIG 1,440 CHRISTMAS PARTY EXPENSE 2,114 CONCERT SUNDAES EXPENSE 712 IV CHAMBER MEMBERSHIP 465 DISTRICT CONFERENCE 621 DISTRICT SPEECH CONTEST 769 CASINO NIGHT EXPENSE 1,238 GALA EXPENSES 247 STUDENT OF THE MONTH 800 GAME DAY EXPENSE 614 TOTAL 39,960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A SERVICE ORG. THAT CONTRIB. TO THE COMMUNITY & PROVIDES VOLUNTEER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02157238901
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUDERTON-TELFORD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0236393385
ReturnHeader/Filer/PhoneNum02157238901
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64157
ReturnHeader/Filer/USAddress/CityNm0SOUDERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018964
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231887636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DETWEILER HERSHEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 64157
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUDERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189640157
ReturnHeader/PreparerPersonGrp/PhoneNum02157238901
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H BRUCE DETWEILER
ReturnHeader/ReturnTs02018-05-11T08:07:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.51$0.61$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.54$0.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.49$0.55$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.48$1.00$0.52
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.46$0.37$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.08$1.74$0.66
2019Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.24$0.83$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.87$1.14$0.97$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.01$0.73$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.01$1.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.93$0.89$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.94$1.11$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.06$0.94$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$1.00$0.98$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$1.00$1.00$0.01