Civic Intelligence

Rotary Club of Forked River New Jersey

EIN 24-0819281 • 501(c)4 • Forked River, NJ

Profile

Raise funds to support local charities

PO Box 211Forked River, NJ 08731

www.forkedriverrotary.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.01x

Higher debt load relative to revenue than 77% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE S80 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

22%

Faster asset growth than 69% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-15%

Faster revenue growth than 33% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$53,797

Up $9,628 (+22%) from 2023

Liabilities

Flat

$815

Flat from 2023

Net Assets

Up

$52,982

Up $9,628 (+22%) from 2023

Revenue

Down

$59,845

Down $10,409 (-15%) from 2023

Expenses

Down

$50,217

Down $14,852 (-23%) from 2023

Net Income

Up

$9,628

Up $4,443 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $18,144Liabilities 2017: $4,228Net Assets 2017: $13,9162017Assets 2018: $28,211Liabilities 2018: $21,119Net Assets 2018: $7,0922018Assets 2021: $43,679Liabilities 2021: $9,793Net Assets 2021: $33,8862021Assets 2022: $38,984Liabilities 2022: $815Net Assets 2022: $38,1692022Assets 2023: $44,169Liabilities 2023: $815Net Assets 2023: $43,3542023Assets 2024: $53,797Liabilities 2024: $815Net Assets 2024: $52,9822024

Highlighted filing

2024

Assets$53,797
Liabilities$815
Net Assets$52,982

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $124,931Expenses 2017: $131,464Net Income 2017: -$6,5332017Revenue 2018: $117,189Expenses 2018: $124,013Net Income 2018: -$6,8242018Revenue 2021: $63,131Expenses 2021: $35,326Net Income 2021: $27,8052021Revenue 2022: $69,484Expenses 2022: $65,201Net Income 2022: $4,2832022Revenue 2023: $70,254Expenses 2023: $65,069Net Income 2023: $5,1852023Revenue 2024: $59,845Expenses 2024: $50,217Net Income 2024: $9,6282024

Highlighted filing

2024

Revenue$59,845
Expenses$50,217
Net Income$9,628

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$101,539
Mission and Program Overview

Mission

Raise funds to support local charities

Program Services

DescriptionGrantsExpenses
The organizations primary exempt purpose is to support local community charities and to foster relationships with local business persons and the general public and to promote Rota-$49,367
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Drew RitchiePresidentPT$0--
William RecuvotoPresident ElectPT$0--
Joyce RizzoSecretaryPT$0--
George FilisTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Go for the G$24,613$24,613$400$24,213
Doggie Derby$10,520$10,520$2,350$8,170
Total Events$84,023$84,023$41,694$42,329
Filing and Contact Details

Filer

Filer Name
Rotary Club of Forked River New Jersey
EIN
24-0819281
Address
PO Box 211, Forked River, NJ 08731

Signing Officer

Name
Drew Ritchie
Title
President
Phone
6099948191
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
LuAnn Ford CPA LLC
Address
369 N Main Street, Barnegat, NJ 08005
Preparer
LuAnn Ford
Phone
6096605780
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee Rotary Club of Forked River CharitaStreet PO Box 211 City, State, Zip Forked River, NJ 08731Relationship Foundation of Club Amount 27,814

Description of other expenses Part I line 16

Description AmountBank Fee 843Club Activities Expenses 985District Expenses 504Fellowship Expenses 1,805Installation Dinner 93Dues 7,309Monthly Meals 745Office Expenses 1,305Miscellaneous Expenses 517Badges and Pins 89Intercity 200Interact 7,098State Fees 60

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts Receivable 1,479 2,881

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable and Accrued E 800 800Deferred Revenue 15 15

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Forked River
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/ProgramServiceRevenueAmt08925
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049367
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt042329
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt010490
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Rotary Club of Forked River CharitaStreet PO Box 211 City, State, Zip Forked River, NJ 08731Relationship Foundation of Club Amount 27,814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fee 843Club Activities Expenses 985District Expenses 504Fellowship Expenses 1,805Installation Dinner 93Dues 7,309Monthly Meals 745Office Expenses 1,305Miscellaneous Expenses 517Badges and Pins 89Intercity 200Interact 7,098State Fees 60
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/ReturnTs02024-11-12T12:45:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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